WEBVTT

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Oh, marketing automations. Sometimes we love

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them. Sometimes they leave us crying in the shower in the

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morning. Today, we're talking about all of the things marketing automations and

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how they actually can help us make our business better and smoother

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so that we're not pulling our hair out on doing the same repeated task

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over and over again. I'm excited for my guests for this roundtable

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episode. Let's get into it.

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You're listening to the Mindful Marketing Podcast. I'm Andrea

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Jones.

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I've recorded over 300 podcast episodes. Yeah. It's

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a lot of podcast episodes, and I've tried a lot of different virtual

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recording studios. But my favorite has been

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Riverside. Riverside makes their virtual recording studio look

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so profesh. My guests love it. Plus, I

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also low key love recording YouTube videos in here as well because

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it's so easy to use. My team also loves Riverside because it

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spits out separate audio video tracks, making editing easy

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breezy, lemon squeezy. And if you want a little magic, they've

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got this tool called MagicClips, which uses

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AI to take your video and turn it into perfect social media

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sized videos. I'm talking vertical videos for TikTok and Instagram, Facebook

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Reels, all the places you can post these videos with the captions included,

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and you don't have to hunt and search for that perfect clip.

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So if you wanna try this out for yourself, click the

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link that goes with this video. Or if you're listening to the audio on the

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podcast, it's in the show notes. Okay? Click that link. Use

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the 15% off coupon code. It's Drea, DREA,

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and try Riverside for yourself. Thank you, Riverside.

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Hi. Hello. Okay. We have 3 amazing guests today. I want everyone to

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introduce yourself. I'm gonna start with Collie James, who is

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a, repeat here on the podcast. Colie, introduce yourself and

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tell us a little bit about you. Hi, everyone. I'm Colie James. I am

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a systems a client experience systems strategist. I live

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right outside of Boulder, Colorado, and I'm simply obsessed with

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creating systems that stop you from doing the tedious admin

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work in the back end of your business and use a little automation to

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get some of that time back. Beautiful. Love it. It's distinct.

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Can we match this energy? I love it, Colie. Thank you.

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Dama, over to you. Introduce yourself. Hi. I'm Dama Jue.

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I'm from San Francisco, but I live in New York, and I'm a funnel strategist.

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So I used to build funnels for people, but now I'm more a little bit

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more hands off. I'm also a ThriveCart expert, and I love to help people

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kind of wrap their mind around the tech. Not just the tech, but

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also the options for the tech and the option the opportunities for

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marketing automation. All the automation you never knew you needed because you need it,

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and you you will love it once we get it set up in your business.

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So I'm all about high impact, low stress training, stuff you can

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implement in an afternoon. And, of course, I also have ThriveCart template

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shop, which has beautiful full funnel templates and also trainings

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and all that jazz. So 2 separate brands, Dama Jue, which is, like,

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not Thrivecart stuff, email, marketing automation, marketing

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strategy, and then Thrivecart template shop. But it's just me. It's

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just me. 1 girl, 2 brands. I love it. That's how I found you, by

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the way. It was through Thrivecart. I switched to Thrivecart, and I was like, oh,

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I don't like these. I need to find a template. And then I found you.

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And I was like, thank you.

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Thank you, Dama. Bri, over to you. Tell us a little bit about you and

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your business. Hey, friends. I am Brianca Kirkman.

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I am the founder and CEO of Brianca Johnson and Company. I

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got married, and that's why my name is different. But

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I am a marketing and automation strategist. Basically, what I like

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to do is help my clients implement their marketing

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strategy using simple marketing automation. So that way, they can

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incorporate an authentic brand personality, launch

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sustainable offers, and grow their business. Yes.

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Beautiful. And I actually, like, stalk you on social media.

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That's how I know you. I feel like and I've been on your email list

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for a while. So I feel like when I wanted to have this conversation, I

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was like, I know who to ask. Yeah. Okay. So I

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wanna start at the beginning, and I'd love to know

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what inspired you to start down the automation path,

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the marketing automation path. Because I know for me personally,

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there were a few moments where when I started my business, you know, doing what

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we all do, I had, like, a Google Sheet or a Google Doc

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as my everything and then manually emailing out things

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to clients. And I was like, there's gotta be a better way. So I wonder

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if there's a there's an origin story. Colie, let's start with you.

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I was trying to automate just about everything that I could in my business, and

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so I just landed on marketing seems to be the only thing that I'm still

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doing manually. What can I possibly put into my business

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to automate that part as well? Because the client experience part I

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mean, even before I was setting systems up for other people, it was a big

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thing that I dedicated time to improving the back end of my own

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business. And so then when I started getting into email marketing and

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funnels and ads and all of this, I was like, okay. There's gotta be a

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better way for me to automate this just as well as the

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client experience that I was giving, like, my photography clients on the back

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end. Yeah. Yeah. I love that. I love that. Dama, what

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about you? What's your marketing origin story? Mine actually goes back

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to before business. So before I started an online business, I

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was deep into Pinterest, but, like, for baking and gardening and travel and

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stuff. And so my favorite scroll thing was to scroll Pinterest. And I saw

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this random blog post, and it talked about if

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this, then that. I don't know if you've ever heard of it, but it's like

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an automation software for normies, not for business

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people, which I kinda was interested in, but it didn't really go anywhere. And then

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I started my business, and I still had this in the back of my head

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of, like, how can I tell it if I do this, then you do

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that? I just loved that concept. And the name, if this, then

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that sort of just stuck in my head. So as soon as they started my

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business, I became, like, immediately obsessed. You have this

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balance balance when you're brand new of, like, doing everything as cheaply as

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possible. But then when you're as like, you were like, how can I what can

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I do with this 100 free zaps? What can I do with the free tier

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of MailerLite? Like, how can I get everything for free? But at

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very quickly was like, okay. Now you're getting clients and you're booked out. You better

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just automate some crap, lady, because you are dragging. You are.

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Mhmm. It's not it's not a good look. So, yeah, as soon as I kind

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of, like, got going with my service provider business, I was like, oof, automate

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all the things. Let's go. Let's set up the teeny tiny little nerdy rules so

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that I can work less. And if I'm working, let it be in revenue

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generating activity instead of me doing the tedious copy and paste

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yawn stuff. Yes. You unlocked a memory with If This Then That.

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I forgot that that was a thing. It's like the precursor to

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Zapier Zapier, however you say it. Yeah. Memory

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unlocked. I remember too, back in the day with Hootsuite,

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I had, multiple Hootsuite accounts because you only could have like, what

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was it, 3 brands attached or 3 accounts attached.

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So I was hustling freelance mode, you know, 2014, 10

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years ago, Andrea. And, like, I had a free Hootsuite account

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for each client. So I was, like, logging out, logging back in again. I was,

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like, there's gotta be a better way. Oh, I can pay for the automation. You

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go. Oh, open my wallet. Ew. Ew. Yeah.

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Oh, times. That's funny. Thank you, Dama. That's great. Bri, how about you?

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Like, what's your marketing automation origin story? So

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yeah. So I actually started, my business while I was working

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in corporate as a digital director. And so when I worked in that

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role, I worked crazy hours, like, almost a 100 hours a

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week, But I still had this business. And so I was like, I have

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to figure out how to, like, operationalize this

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business so that it runs while I still am present in my corporate

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job and that they're not, you know, over like interfering with 1 another.

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And so that's what I did. Like, I just started thinking about, like, this is

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what the strategy is for me. How much of this can I

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automate, and, like, what does it take for me to do that? And then I

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would start implementing those strategies, and I would talk about it, and I would

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share behind the scenes. And even in my membership, like, when

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I talk to my students, I'm always telling them, like, you didn't start this business

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so you could work a 100 hours a week, and I know that from experience.

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So, like, automation allows you to create more flexibility

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in your schedule. And so I really have been focused, especially once

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I had a kid on, like, how can I use automation so that way I

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can work 20 hours a week or less, but still

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be able to serve my clients, still feel like I have a omnipresence

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online, still you know, not feel disconnected, but also not

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feel like I have to be everywhere all the time communicating all the

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time? And so automation is kind of like saving my business and

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my, like, mental health. Yeah. I mean, after a 100 hour

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weeks, I don't even know if you have any time, energy, capacity for

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anything. No. Wow. Props to

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you. Built out of necessity. So I wanna talk a little bit

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about automations, and you all touched on this a little bit. But

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automations save us in so many different

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ways. So many different ways. Even thinking

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back to me building my first email list on Mailchimp,

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the idea that I could email a list of people consistently,

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all they all receive the same message at the same time was, like,

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mind blowing to me when I started my business. I didn't know that's how

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they did it. I thought it was a BCC on everything. Right?

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So marketing automations save us so much time, and they streamline

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things. They make us, look professional. So I'd love to hear a story

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about a time where marketing automation saved your

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bacon, like it saved the day. Coley, let's start with

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you. I mean, it's not really a marketing

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automation. It's more a client experience. But so since I was in the process of

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selling, we'll just call it marketing. I have it set up to where when

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someone is booking a consultation call, I get a text message, like

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Zapier is taking that information and sending me a text message. And I guess

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I had accidentally forgot to mark my vacation on my

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calendar as busy, and it was marked as free. And I

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was at Disneyland and got a little text message that someone had booked a

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call for the next day. And I was like, no. Wait. Like, my calendar is

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blocked off. Like, what are you talking about? So, I mean, if I didn't have

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that automation and I was totally in vacay mode, I would have

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completely ghosted that person because I would not have looked at my

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calendar on vacation to see that someone had snuck in

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because it was on my calendar for a 4 full days. But

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somehow I forgot to click the busy button. So, I mean, it didn't

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make me look I mean, I set up automations and systems. My

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systems have to work. So that was good. I let them know I

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was at Disneyland, and, of course, everybody knows that I go to Disneyland constantly. So

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they were like, oh, don't worry about it. We'll just chat next week. I was

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like, thank you. I appreciate that. I thought I think that's the

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most unique way I've heard of using Zapier. I love it

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because, now you can't miss it. You can't miss when those meetings

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come in. I have so many times where, I had 1

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yesterday where I got the reminder of a a meeting that wasn't

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on my calendar. And I was like, woah. Wait a

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second. This isn't on my calendar. So I was,

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like, grateful for the reminder of it. But, yeah, it's like the

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those automations help save us because if we didn't have them, we would be

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out here just floating in space like la la la. Everything's great.

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Mhmm. I love that. Thank you, Koli. Dama, over to you. What's a

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time that a marketing automation saved your bacon? This is just a

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I'm gonna answer that, but I have a bonus thing on what Koli said.

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Sometimes when I go out of town, you know, airlines let you have free Wi

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Fi now. So sometimes I like to book

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launches for while I'm out of town so I can be, like, on vacation and

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just have the, like, the start notifications rolling through. But you don't always get

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them, so I like to set up a zap where it goes from Thrivecart

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to WhatsApp. And I'm just, like, getting little messages while I'm chilling on the

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plane, watching a movie, and, like, eating my snacks. It's just

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another fun way to, like, yes, remind me of things, but, also, like, can I

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just take a moment to celebrate the joy of, like, getting a sale while I'm

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at 37, 000 feet? Anyway okay. Also, I have to say,

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Dava, launching while on vacation is wild to me. Like,

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this I need, like, a whole like, I'm not that

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brave. So I my anxiety is never.

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Congrats to you. I will need to take that course. I do

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it often and it's a it's different from, like, I'm

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creating a thing and it's gonna there's, like, a live element, but it's, like, I'm

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doing a sale. I just had my 5th anniversary in my

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business. So over Memorial Day weekend, I slapped together not

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slapped together, but I planned and executed a sale.

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And I was, like, that the emails are ready. I was, like, feeling good

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about that. And then I saw a deal to go

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to Dominican Republic. So I was like, it looks like I'm going to the Doctor

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for the weekend, and we're, like, at the pool. And there's, like, Stripe notifications coming

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business during mid cart. Like, if the

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my business during mid cart. Like, if the cart opens on Wednesday and closes on

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the following Tuesday, that weekend needs to have, like, distraction

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because there's that mid cart lull, and I need to not be thinking about it.

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So vacation or I'll plan, like, a hike or something,

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just random little for me, it's actually good for my anxiety to

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not be there during mid car or to be very engaged in something else during

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mid car. But, anyway Okay. Just continue.

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Yeah. Okay. So you asked me, like, when marketing saved my

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bacon. This has happened a lot of times, basically, all the time. But

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1 that immediately stood out to me is I have this system where

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every single sale I make, gets pulled

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into Airtable, and it categorizes them. I can see my

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quarterly sales, my monthly sales, my all time sales. I can see it by

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type, by offer. And what I love about

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that is that, 1, I don't have to do anything about it. 2, I use

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webhooks, so it does not even cost me a zap. So there's joy there.

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But it lets me see a bird's eye view of, like, how are my

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offers doing? How have this how has this offer done lifetime?

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How has it done just in this quarter? And I can see even by

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category, like, oh, okay. Q 1, like, people were buying this. And then

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in q 2, they're buying templates. And now, you know, I can actually see that.

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So it's really helped me to see the bird's eye view because it's sometimes kinda

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hard to see all the stats and then see them in, like, a way

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that is easy for your brain to interpret, like, a pie chart in an

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Airtable. Not not

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base, but interface. Thank you. But, like, a part chart or a bar bar chart

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or something like that. So I've it's helped me make decisions, like,

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when it's time to pull an offer, when it's time to adjust the price of

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things, when it's time to I'm about to pull this offer. Shut up. No. I'm

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not. It's still making sales. Calm slow down. You know? So it's

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let me see the data at a bird's eye view and make the data

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has made the decision and, like, it not me and my tender

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emotions. I just have the emotions just need to get on board with what the

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data is. So that has saved me from pulling offers,

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or from doing things like maybe, like, an an emotional reaction.

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Like, no one's buying it then. I mean, you know, or whatever. It just helped

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me make the like, that system in general

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takes the emotion out of the sales, and I also don't have to do anything

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to create it. I created the interface and the base, and then it just

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populates these cutie pie little charts for me, which are a joy to look at.

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So that helps a lot. I love that. Yeah. And I love that you said

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too, the emotions aren't running the show, like the data is the

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data is. So I love that too. Thank you, Dama. I love it. Dama, sorry.

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Love that. Brie, over to you. What is a time? Tell us a

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moment when marketing automation saved your bacon. Yeah. So this

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is kind of a glam scenario, but a real life 1.

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Recently, I had to take an unexpected bereavement leave.

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And because all of my automations were set up, I

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was able to onboard clients into my membership. They were

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able to come seamlessly into the, into the

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membership, complete their onboarding forms, schedule their first call.

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So I was, like, out completely checked out from my phone

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and from my computer, but people are still going through my funnels.

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They're still onboarding into products, into programs and things like

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that. And I bled for bereavement on the first day of

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my launch. And so it was like,

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nice is not the right word, but it was like nice to know that even

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though I was out, that my business did not stop because of something that happened

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in my personal life. Mhmm. Yeah. I feel like this is 1

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of those moments where we can, like, stop and be

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grateful for the business. Because in a traditional

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job setting, it could be hard to take the time you

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need. I think, you know, depending on your job, there's, like, a certain number of

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bereavement days you get. And it's like, this is the only time you get to,

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like, take the time you need. What if you need more? You can't like, sometimes

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you literally can't get it. But because we get the freedom that

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comes with building our own business, we get to decide those things and then you

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get to take the time you need while still having the marketing automations in

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the background. So I love that.

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Next question. I wanna talk about tools and tech. I

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know tools and tech sometimes can be the end of the puzzle, but

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sometimes as well, it's it's really, really helpful to

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hear the tools that other people are using. I'm an Airtable girly

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through and through. Give me the bases, the interfaces, the

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forms, even now have conditional formatting, which I

295
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love. However, I have, like, dipped my toe

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into Notion and I'm like, oh, okay. I can see

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how this could work as well. So I'm loving all of the marketing automation

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tools, and I'd love to know what tools you

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cannot live without and why. Cole, let's start

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with you. I mean, I'm gonna say Airtable. I could pick

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another 1, but, like, literally, I just wrote a blog post, and I

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was basically identifying and kind of giving bullet points for

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each hub that I have in my business and what I can do inside

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of each 1 of the hubs. And I was like, wow. That's amazing. Like, I

305
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mean, I wake up every day, and I'm like, what can Airtable do for me

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today? As Dama said, I zap everything in the Airtable.

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I use it to manage my podcast. I'm now using it to manage all of

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the rest of my marketing content, like the e the evergreen emails

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and those kinds of things. So I love Airtable. If if I have to pick

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another 1 that's, like, maybe more focused on actual marketing, I would

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say that I really dig Metricool, and I know that you do too. Like, as

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a scheduling planner, piece of software,

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I love that it not only lets me or my team members

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schedule out content for, like, weeks at a time, but

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also all that data that it gives you when you log in. So I no

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longer have my team members write down what our starting

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Instagram follower account was at the beginning and the end of the month or, like,

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YouTube subscribers. None of that. Because when you log in to Metricool, it gives you

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all of that data for all of the marketing channels that you have connected.

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And so it's kinda like a 2 for 1. Like, you automate the posting

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of your content, but also you no longer have to manually

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write down all of your data related to the marketing so that you can make

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those kinds of decisions of, you know, should I continue to do this

324
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or what should I do next? Yes. I I love Metricole. I've

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been using them for little less than a year now,

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and their analytics have, it's like chef's kiss. This is

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what I was looking for. Because I tried them all. I tried them all,

328
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and they're not great. And I love I love them for the analytics

329
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too. Okay. Cool. 2 for 1. Love it. Dama, over to you.

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What is the marketing automation tool you cannot live without and why?

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This is tough because I truly, 2 for 1, I cannot live

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without Thrivecart or Airtable. But push comes to

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shove a rock solid checkout and core system, like a

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full funnel system built in Thrivecart is an absolute

335
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nonnegotiable for me. I I just have to have it because I need to

336
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be able to be binging grays and eating

337
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popcorn and something like that. And then someone lands on my Thrivecart, on my sales

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page built in Thrivecart, grabs the main offer, grabs the bump,

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Thrivecart sends them to a success page, enrolls them, sends them their

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login link. They get an automated email because drip and

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Thrivecart are connected, and it's like a cozy little welcome and an invite to

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join my affiliate program. They can join my affiliate program, grab a link,

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promote, earn, and even get paid without me

344
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getting off of the couch or being awake or being hands on or

345
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literally doing nothing for it. Just chilling and getting the text

346
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messages. Like, this is this is amazing. So I

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love Airtable, and I use it every single day in my business. But, yeah, the

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1 that I possibly I couldn't possibly live without is just a rock solid,

349
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like, my rock solid system inside Thrivecart. And so I I love

350
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that it's yeah. I mean, if that's not the online biz dream, then I

351
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don't know what is. But, yes, Airtable is a very close second because I honey,

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I love my webhooks. I love my little bases, my little

353
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automations, my little systems. I love it. Yay. I love that. Okay. I

354
00:21:38.825 --> 00:21:42.505
need to dive deeper into ThriveCart. I've been using it for maybe 2 years

355
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now, and I have it set up, but the only thing I don't have set

356
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up is the, like, 1 click, upsell. That's the,

357
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like, next thing on my list where I'm like, there's there's a demo

358
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course on this. I need I need to dive into this module.

359
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Yeah. That particular course is my, like, my absolute highest

360
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ROI course. Because when people implement it, they're like,

361
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oh, and they finally get how upsells work inside Thrivecart. They're like,

362
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oh. 0, you know, like, it just it all clicks.

363
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And right now, upsells and bumps are, like, an extra

364
00:22:15.414 --> 00:22:19.254
20% on every single launch. Wow. 20% of

365
00:22:19.254 --> 00:22:23.060
every single launch revenue is upsells and bumps. So,

366
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mhmm, let's talk. Yeah. I have fell victim to a

367
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few of her upsells and downsells. I'm just saying. I get a lot

368
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of 1 face. Irresistible. I don't I

369
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don't play around. I came to get it done. Yes.

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I love that. Thank you, Jama. Okay. Bree, over to you. What's the

371
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number 1 marketing automation tool you cannot live without and why?

372
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Definitely Airtable. I use it for everything,

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like, especially my onboarding experience because I can send

374
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emails and I can follow-up, Even like

375
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discovery calls, you book a discovery call with me, you're getting those follow-up

376
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emails. You're, you know, getting emails if you book a discovery call, service immediately. Like,

377
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those follow-up like, that entire system that I've built in Airtable

378
00:23:10.770 --> 00:23:13.990
pretty much runs my business, 247.

379
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And I I it's just I feel like once you know how to do it,

380
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it's like you could do anything in Airtable. So I really love

381
00:23:22.165 --> 00:23:25.990
it. So are you sending emails from is it SendOwl

382
00:23:25.990 --> 00:23:29.590
that's in Airtable, or is it just No. I just send them straight from

383
00:23:29.590 --> 00:23:33.190
Gmail in Airtable. Wait. How did I

384
00:23:33.190 --> 00:23:36.695
not know about this? Are you not doing this? Really? God.

385
00:23:36.695 --> 00:23:40.455
You're you're We're in a live chat when this is done. Yeah.

386
00:23:40.455 --> 00:23:44.055
Yeah. We're about to blow your mind. It is it is the most

387
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phenomenal thing ever. I love it. Is it wait. Is this,

388
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like, the confirmation email? Like, if so sorry, y'all. I'm on the podcast. I'm like

389
00:23:51.550 --> 00:23:55.225
You can send You're seeing the reveal. Yes. Yeah. You can send

390
00:23:55.225 --> 00:23:58.845
any kind of email. So, like, let's say someone booked a discovery

391
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call and you wanted to they booked a discovery call, you have to call,

392
00:24:03.305 --> 00:24:06.410
but they didn't enroll in a service. And so 2 days later, you want to

393
00:24:06.410 --> 00:24:09.770
send an email that's like, hey, Andrea. I was so excited to chat with you

394
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during our discovery call on XYZ date, and you can insert the date because you

395
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have the information in the table because your table and Calendly are

396
00:24:17.265 --> 00:24:20.860
connected. But you like and you can just, like, and it

397
00:24:20.860 --> 00:24:24.700
feels so custom because all of the information is

398
00:24:24.700 --> 00:24:28.380
plugged in from connections that you have with other tools

399
00:24:28.380 --> 00:24:32.045
and software that you have. So you could send upsell emails, like,

400
00:24:32.045 --> 00:24:35.804
using, Domas, system that's, like, hey. I know that you

401
00:24:35.804 --> 00:24:39.360
purchased XYZ product, and you can pull in the product because it's in your

402
00:24:39.360 --> 00:24:43.120
Airtable base, and you can say, this would be an excellent complement to that.

403
00:24:43.120 --> 00:24:46.880
And you can set it up so it runs automatically. Mhmm. And it's

404
00:24:46.880 --> 00:24:49.915
it's wonderful. Like, and I think because,

405
00:24:50.775 --> 00:24:54.375
obviously, you can do segmentation and things like that in ConvertKit or

406
00:24:54.375 --> 00:24:58.110
Klaviyo, etcetera. Like, obviously, you could do that. But

407
00:24:58.110 --> 00:25:01.950
there's to me, there's something about it coming from a Gmail in

408
00:25:01.950 --> 00:25:05.250
a very, like, hands off, low touch,

409
00:25:05.309 --> 00:25:08.635
like, organic, we're friends kinda way

410
00:25:09.015 --> 00:25:12.615
that just works, like, perfectly. And I love

411
00:25:12.615 --> 00:25:16.380
it. Okay. So I have my whole week is going to

412
00:25:16.380 --> 00:25:20.060
be completely redirected to this project now because I am like,

413
00:25:20.060 --> 00:25:23.745
where have I been? So we have a here from 1 of our,

414
00:25:23.985 --> 00:25:27.825
members of the Savvy Social School. Alan's asking, are you basically

415
00:25:27.825 --> 00:25:31.505
using Airtable as a CRM? So when someone books a call with you, it

416
00:25:31.505 --> 00:25:35.250
goes, okay. Yeah. I normally consider it as that

417
00:25:35.250 --> 00:25:38.930
because I do have Dubsado, and I send contracts and things like that through

418
00:25:38.930 --> 00:25:42.335
Dubsado. So I don't consider Airtable to be my

419
00:25:42.335 --> 00:25:46.175
CRM. I consider it to be more of, like, a data manager, just

420
00:25:46.175 --> 00:25:49.720
where, like, all of the data from all of the multiple places are in

421
00:25:50.020 --> 00:25:53.700
this 1 place where I can see it at a glance. And

422
00:25:53.700 --> 00:25:57.465
then from there, I think about what I want that customer journey to

423
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be, and I'm able to direct my customers on that journey

424
00:26:01.225 --> 00:26:05.009
using the automations in Airtable, and it's just much simpler. So

425
00:26:05.009 --> 00:26:08.450
I don't really consider it to be a CRM. Like, I'm not looking at it

426
00:26:08.450 --> 00:26:12.210
in that way, but it does help me to nurture

427
00:26:12.210 --> 00:26:16.055
them along whatever path they're on based on a decision or an action

428
00:26:16.055 --> 00:26:19.575
that they've taken in a way that I wouldn't if I was

429
00:26:19.575 --> 00:26:23.090
marketing to someone who I hadn't had, like, a previous

430
00:26:23.150 --> 00:26:26.910
engagement with, if that makes sense. Yeah. Yeah. It makes total sense because you've

431
00:26:26.910 --> 00:26:30.450
had a conversation with them, so you can personalize experience after that.

432
00:26:31.705 --> 00:26:35.465
Wild. And even if they're not on your email list, they'll get that email. So

433
00:26:35.465 --> 00:26:39.305
even if, like, they were previously on your list and they unsubscribe, they'll get that

434
00:26:39.305 --> 00:26:42.860
email. You can automate Slack things with

435
00:26:42.860 --> 00:26:46.540
Airtable. You can automate a Google Calendar invite. You can

436
00:26:46.700 --> 00:26:50.505
there's a like, you gotta poke around the actions. Yeah. Mhmm.

437
00:26:50.645 --> 00:26:54.325
Gotta poke around the actions. And I will just say

438
00:26:54.325 --> 00:26:58.030
because the person specifically asked about the CRM, as someone

439
00:26:58.030 --> 00:27:01.870
who sets up things like Dubsado and HoneyBook, I am recommending to more

440
00:27:01.870 --> 00:27:05.330
and more people now that you use your actual CRM

441
00:27:06.015 --> 00:27:09.455
to book someone, which is to nurture them into signing the

442
00:27:09.455 --> 00:27:12.975
proposal, signing the contract, and then paying the invoice. And

443
00:27:12.975 --> 00:27:16.360
then so many people are now moving over, like, the rest of their

444
00:27:16.360 --> 00:27:20.200
client experience into Airtable because of the way that you

445
00:27:20.200 --> 00:27:23.705
can look at everyone at once and you can set up these kind of if

446
00:27:23.705 --> 00:27:27.545
then conditional automations on the back end that none of the

447
00:27:27.545 --> 00:27:29.885
CRMs allow us to do at this point.

448
00:27:31.570 --> 00:27:35.190
Wild. Okay. Completely derailed, but also

449
00:27:35.410 --> 00:27:39.255
delightfully so because I am going to dive all

450
00:27:39.575 --> 00:27:43.415
both feet into sending emails through Airtable, which for

451
00:27:43.415 --> 00:27:46.235
some reason, I didn't know was a thing before now.

452
00:27:47.399 --> 00:27:51.080
I thought you had to have a tool to do this, and maybe this is

453
00:27:51.080 --> 00:27:54.815
a newer thing. So there's 2 things, Andrea. There's 1 that says

454
00:27:54.894 --> 00:27:58.414
send email, and then there's 1 that says send Gmail. Yeah. You have just need

455
00:27:58.414 --> 00:28:02.014
to activate the send Gmail. You log in 1 time and then

456
00:28:02.174 --> 00:28:05.860
It's done. Yeah. See? There you go. And here I

457
00:28:05.860 --> 00:28:09.480
see. So we used, Airtable for influencer

458
00:28:09.540 --> 00:28:13.160
management for 1 of our clients probably 3 years ago now.

459
00:28:13.405 --> 00:28:15.745
And so we purchased, like, a separate

460
00:28:17.005 --> 00:28:20.365
tool, SendFox. That's what it was. I said SendNow, but Send

461
00:28:20.525 --> 00:28:24.080
SendFox, where you could set so, like, we could email our influencers

462
00:28:24.300 --> 00:28:28.140
based on, like, certain parameters. Like, did they participate in this

463
00:28:28.140 --> 00:28:31.985
last campaign or, you know, have they not participated yet? All of those things,

464
00:28:31.985 --> 00:28:35.665
which I knew I could do. But now you're telling me I can connect it

465
00:28:35.665 --> 00:28:39.460
to Gmail? My world has opened up, and I appreciate all of you for

466
00:28:39.460 --> 00:28:43.299
this conversation. Okay. We're gonna take a quick break.

467
00:28:43.299 --> 00:28:46.500
When we come back, I have more specific questions for each of you when we

468
00:28:46.500 --> 00:28:49.465
get back. But first, a word from our

469
00:28:53.205 --> 00:28:56.840
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470
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471
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472
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473
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474
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475
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476
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477
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478
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480
00:29:38.495 --> 00:29:42.095
Alright. And we're back. So I have questions for each of you

481
00:29:42.095 --> 00:29:45.855
specifically, and I wanna start with Dama. How do you

482
00:29:45.855 --> 00:29:49.300
balance the world of automations while also

483
00:29:49.300 --> 00:29:52.740
maintaining a personal touch with all of the things that you

484
00:29:52.740 --> 00:29:56.440
do? Okay. So this might be controversial, but

485
00:29:57.044 --> 00:30:00.345
everything written in my business pretty much,

486
00:30:00.804 --> 00:30:04.485
every email is written by me. I think AI can do a lot of

487
00:30:04.485 --> 00:30:08.090
things, but what she can't do is write for me. She she don't

488
00:30:08.169 --> 00:30:11.950
she she cannot do that. Like, I just I need the my email.

489
00:30:12.250 --> 00:30:15.914
Everything I like, my emails sound like the way that I

490
00:30:15.914 --> 00:30:19.755
talk because I literally am just opening up drip and spitballing. So

491
00:30:19.755 --> 00:30:23.054
all emails sound like me, so I think that adds

492
00:30:23.490 --> 00:30:26.930
this personal talk, like, touch because I really just talk to

493
00:30:26.930 --> 00:30:29.910
people. My tone is very casual, informal,

494
00:30:30.450 --> 00:30:34.215
friendly, and AI just can't do that,

495
00:30:34.215 --> 00:30:37.175
I feel like. So, anyway, I write it all. I don't use AI for any

496
00:30:37.175 --> 00:30:40.855
of that stuff. And I I'm always looking for different ways to bring in

497
00:30:40.855 --> 00:30:44.280
personalization to things. So, things like,

498
00:30:44.280 --> 00:30:48.039
obviously, their merge, like, merge fields, like, for their name or this and

499
00:30:48.039 --> 00:30:51.640
that. But I do really careful tracking with my

500
00:30:51.640 --> 00:30:55.145
email list of, like, source. Like, what brought them into my world? So it was

501
00:30:55.145 --> 00:30:58.825
that collab that I did with Megan, or was it that summit that I spoke

502
00:30:58.825 --> 00:31:02.630
in? So every single new lead gets tracked with, like, a source.

503
00:31:02.630 --> 00:31:06.410
And so I can remind them, like, hey. You know, we first met

504
00:31:06.710 --> 00:31:10.335
via blah blah blah blah blah, like, Andrea Jones podcast. Right? And

505
00:31:10.335 --> 00:31:14.175
so I can add that information there, and so I like to pull those

506
00:31:14.175 --> 00:31:17.695
things in. I usually yeah. I'm always looking for ways to pull in

507
00:31:17.695 --> 00:31:21.520
personalization. I'm a natural question asker, so I like to ask a lot

508
00:31:21.520 --> 00:31:25.280
of questions so people can reply. And I may not reply straight away,

509
00:31:25.280 --> 00:31:29.025
but I always prioritize, like, if somebody replied to 1 of my marketing

510
00:31:29.025 --> 00:31:32.625
emails that I automated, especially, like, my forever

511
00:31:32.625 --> 00:31:36.385
funnel or my my nurture sequence, like, I prioritize making sure I get

512
00:31:36.385 --> 00:31:39.990
back to them. And so that is a detached

513
00:31:40.210 --> 00:31:43.970
sort of automation world, but I'm still the, like, heart beating heart behind

514
00:31:43.970 --> 00:31:47.345
it. And so, just trying to bring in my voice, my

515
00:31:47.345 --> 00:31:51.025
sound, and, yeah, making sure that if

516
00:31:51.025 --> 00:31:54.540
they are engaging, then I'm engaging right back with them. Yeah. I

517
00:31:54.540 --> 00:31:58.380
love that that you add that human touch. I think there's gonna be a premium

518
00:31:58.380 --> 00:32:00.800
on the human side of things because AI

519
00:32:01.855 --> 00:32:05.695
can technically do these things. We don't really want it

520
00:32:05.695 --> 00:32:08.894
because it they can't come up with the stories that we have, like our personal

521
00:32:08.894 --> 00:32:12.260
experiences. And even as much as I love

522
00:32:12.480 --> 00:32:16.320
AI and the tools, copywriting ain't it. Like, I

523
00:32:16.320 --> 00:32:20.025
got so frustrated yesterday with some copy that it was just coming

524
00:32:20.025 --> 00:32:23.865
across so stale. I was like, AI, just write this like RuPaul would

525
00:32:23.865 --> 00:32:27.625
say it. And they she went too far. I was like, no. No. Okay. Never

526
00:32:27.625 --> 00:32:31.260
mind. I don't want any of this, and it's all terrible. I'll just

527
00:32:31.260 --> 00:32:34.940
write it myself. So, yeah, I agree with you. As as

528
00:32:34.940 --> 00:32:37.040
amazing as the robots are,

529
00:32:38.495 --> 00:32:42.335
not not quite for the copywriting. Not for me. Okay. Great. I love

530
00:32:42.335 --> 00:32:46.115
that. Thank you, Dama. Next question goes to Koli.

531
00:32:46.429 --> 00:32:50.269
What's the most innovative automation campaign you've run, and

532
00:32:50.269 --> 00:32:54.110
give us some of the results. Okay. I'm gonna I wanna

533
00:32:54.110 --> 00:32:57.795
make sure that I mention this 1 because it had an incredibly small

534
00:32:58.015 --> 00:33:01.775
number of people. But I feel like the return, people are gonna be like, wow.

535
00:33:01.775 --> 00:33:05.470
You made $7, 000 off of that. We haven't talked yet about ManyChat.

536
00:33:05.770 --> 00:33:09.530
So ManyChat is an AI bot, which you can attach to your Instagram,

537
00:33:09.530 --> 00:33:13.085
and they bought it now. So there's no, like, should you use it?

538
00:33:13.085 --> 00:33:16.925
Shouldn't you use it? They're penalizing you if you do. I mean, it is an

539
00:33:16.925 --> 00:33:20.685
Instagram product now. So when you attach it, there's no fear

540
00:33:20.685 --> 00:33:24.270
of them penalizing you. But I was planning on

541
00:33:24.270 --> 00:33:28.110
offering HoneyBook services. I had been, like, strictly a dubsado

542
00:33:28.110 --> 00:33:31.809
girl. I said some really mean, ugly things about HoneyBook

543
00:33:31.995 --> 00:33:35.215
for years. I take them all back now. Well, I take most of them back.

544
00:33:35.275 --> 00:33:39.115
But I was introducing HoneyBook into my business, and I was like, I should

545
00:33:39.115 --> 00:33:42.940
do a wait list for HoneyBook. I had planned on doing a course.

546
00:33:42.940 --> 00:33:46.540
I was doing VIP days. So I just put it out on Instagram, and I

547
00:33:46.540 --> 00:33:49.900
only did it twice. I just said, hey, guys. I mean, I know you've heard

548
00:33:49.900 --> 00:33:53.425
me talk about HoneyBook, but I am gonna be doing beta offers for

549
00:33:53.425 --> 00:33:57.125
HoneyBook soon. If you would like that information, please,

550
00:33:57.825 --> 00:34:01.350
DM me the word HoneyBook or reply to this particular

551
00:34:01.570 --> 00:34:05.410
post, and I will add you to the wait list. Now

552
00:34:05.410 --> 00:34:09.170
I only had 12 people click the link or do the HoneyBook.

553
00:34:09.170 --> 00:34:12.945
Right? Out of those 12 people, 10 people finished the

554
00:34:12.945 --> 00:34:16.705
automation, which in this case was give me your name, give me

555
00:34:16.705 --> 00:34:20.210
your email. So off of 10 people, I made 7 grand. I

556
00:34:20.210 --> 00:34:24.050
think 7 of the 10 ended up being, purchasers of beta.

557
00:34:24.050 --> 00:34:27.534
And, I mean, you don't want 100 of people to get your beta. You just

558
00:34:27.534 --> 00:34:30.494
want some people to do it so that you can run it through, you can

559
00:34:30.494 --> 00:34:33.934
make the improvements, and then you can sell it at full price or, you know,

560
00:34:33.934 --> 00:34:37.420
whatever it is that you wanna do for the next step. So I love the

561
00:34:37.420 --> 00:34:41.119
fact that all I did was 2 posts. 12 people started.

562
00:34:41.659 --> 00:34:45.315
10 people finished. 7 people ended up buying. And I will say

563
00:34:45.315 --> 00:34:48.455
that 1 of those 2 people who didn't finish the automation,

564
00:34:48.994 --> 00:34:52.755
she was actually the first person to hire me to do HoneyBook full

565
00:34:52.755 --> 00:34:56.579
price. Like, she didn't finish the automation, but yet, and still she

566
00:34:56.579 --> 00:35:00.420
was still following me. She was still paying attention. And so when I announced it,

567
00:35:00.420 --> 00:35:04.185
she paid the full price. So $7, 000 off of 2

568
00:35:04.185 --> 00:35:07.325
posts. I think that's a really good return on investment.

569
00:35:07.865 --> 00:35:11.580
Yeah. I agree. And I love vanity chat, but it's it's, a little

570
00:35:11.580 --> 00:35:15.340
bit controversial. Have you heard any of the controversy around it where people

571
00:35:15.500 --> 00:35:19.100
The current new 1 where you're they're telling you not to do the DM words

572
00:35:19.100 --> 00:35:22.605
and I mean, yes. But also, it's still

573
00:35:22.605 --> 00:35:26.285
working. And so, I mean, because I got such a

574
00:35:26.285 --> 00:35:29.810
large return on investment on such a small number of people, I mean,

575
00:35:29.810 --> 00:35:33.650
HoneyBook is penalizing me anyways. I don't know about you guys, but less than,

576
00:35:33.650 --> 00:35:37.410
like, I swear half a percent of the people who follow me are actually seeing

577
00:35:37.410 --> 00:35:40.994
my stuff. Oh, you mean Instagram? Yes. I mean, Instagram. So, I

578
00:35:40.994 --> 00:35:44.595
mean, whether I'm using ManyChat or not, it's bad. At least it's bad for

579
00:35:44.595 --> 00:35:48.300
me. So I'm working on, like, moving towards not

580
00:35:48.300 --> 00:35:51.980
really focusing I mean, I'm working on more emails and blogging and the

581
00:35:51.980 --> 00:35:55.500
podcast. But, I mean, I just feel like I'm already

582
00:35:55.500 --> 00:35:59.225
getting penalized on Instagram. And so using ManyChat, if it's saving me

583
00:35:59.225 --> 00:36:03.065
the automations, I don't care that I'm possibly getting penalized for it. It's

584
00:36:03.065 --> 00:36:06.880
all good. Yeah. I'm team Manichat as well. I think that there are some people

585
00:36:06.880 --> 00:36:10.660
who don't like that they have to put the keyword

586
00:36:10.880 --> 00:36:14.315
personally. And so it feels like they're on some sort of

587
00:36:14.315 --> 00:36:18.075
mission to, like, say, ManyChat, nobody likes it. And I'm like, the

588
00:36:18.075 --> 00:36:21.810
data showing on my end that people actually take way

589
00:36:21.810 --> 00:36:25.190
more action with this, like, comment, the keyword situation

590
00:36:25.890 --> 00:36:29.525
versus, like, click on the profile, then click on the link in the bio, then

591
00:36:29.525 --> 00:36:32.405
look through all my links that I have here, then click on that link, then

592
00:36:32.405 --> 00:36:35.925
go to the page and enter your email. Like, it's like it's already too many

593
00:36:35.925 --> 00:36:39.720
steps. Right? And so I like that I can say, DM me this

594
00:36:39.720 --> 00:36:43.480
keyword. And then in the DM, I can say, what's your email address? And then

595
00:36:43.480 --> 00:36:46.615
let me get you this thing right now, and it connects to my ConvertKit, and

596
00:36:46.615 --> 00:36:50.455
I love it. Because most people don't wanna leave. I mean,

597
00:36:50.455 --> 00:36:54.300
I treasure my morning scroll. There is almost nothing that

598
00:36:54.300 --> 00:36:57.980
you are gonna get for me to stop watching reels with my first cup of

599
00:36:57.980 --> 00:37:01.360
coffee in bed in the morning. And if you have, like,

600
00:37:01.420 --> 00:37:05.055
sparked my interest, I don't wanna click on 5 different links like you

601
00:37:05.055 --> 00:37:08.734
said and then go to your website and type in my stuff on your thing,

602
00:37:08.734 --> 00:37:11.375
and then I wait for an email. No. I would rather just do it all

603
00:37:11.375 --> 00:37:14.930
in the DMs. And then there's a record. Like, if I wanted to know,

604
00:37:14.930 --> 00:37:18.770
oh, you know, Andrea had that thing, but I can't remember what her name was

605
00:37:18.770 --> 00:37:22.424
or what the thing was. I could just scroll through my messages and see, you

606
00:37:22.424 --> 00:37:26.184
know, what it was that I sent. The worst thing is seeing

607
00:37:26.184 --> 00:37:29.770
something on Instagram, and it, like, refreshes and it's gone or

608
00:37:29.770 --> 00:37:33.370
whatever it is before you take action. And then you're like, oh my god.

609
00:37:33.370 --> 00:37:37.115
It's gone. And then you can't remember anything about it. That is just the most

610
00:37:37.275 --> 00:37:40.875
frustrating thing for me. So if people make it easy for me to opt

611
00:37:40.875 --> 00:37:44.715
in and say yes while I'm on my scroll, not having

612
00:37:44.715 --> 00:37:48.540
to really leave Instagram and then come back, I mean, that's bonus points for

613
00:37:48.540 --> 00:37:52.300
you. It is more likely that I am going to buy whatever it is that

614
00:37:52.300 --> 00:37:55.255
you were trying to sell me. Yeah. Make it easy for me. I love it.

615
00:37:55.255 --> 00:37:58.694
I love it. Okay. Bree, over to you. I'm curious

616
00:37:58.694 --> 00:38:01.674
about what trends you're seeing emerging,

617
00:38:02.190 --> 00:38:05.950
specifically with marketing automations. Like, what should we prepare for as business

618
00:38:05.950 --> 00:38:09.550
owners? So I think that a lot of people are really

619
00:38:10.065 --> 00:38:13.665
I feel like for a long time, it was so focused. Internet was so

620
00:38:13.665 --> 00:38:17.185
focused on, like, build it big and, like, hire the big team

621
00:38:17.185 --> 00:38:20.920
and make it super complicated. They weren't telling you to make it

622
00:38:20.920 --> 00:38:23.980
super complicated, but it was becoming these, like, very elaborate,

623
00:38:24.280 --> 00:38:28.025
complicated businesses. And I think now what we're seeing

624
00:38:28.165 --> 00:38:31.925
is this desire for things to be simpler, for

625
00:38:31.925 --> 00:38:35.500
us to go back to the basics, for us to think about, like, how we

626
00:38:35.500 --> 00:38:39.180
were doing business before we were kind of bamboozled into

627
00:38:39.180 --> 00:38:42.800
this idea of having big teams and scaling and things like that.

628
00:38:42.964 --> 00:38:46.425
And so I think linked with that, right, is

629
00:38:47.045 --> 00:38:50.325
you see a lot of people really like tuning their

630
00:38:50.575 --> 00:38:54.030
or pruning their tools. They're getting rid

631
00:38:54.030 --> 00:38:57.230
of all these tools that they're paying for, and they're trying to think about, like,

632
00:38:57.230 --> 00:39:00.815
how do I run this business on the least amount of tech with the simplest

633
00:39:00.955 --> 00:39:04.474
automations, and save myself the cost

634
00:39:04.474 --> 00:39:07.535
of 3 or 2, team members?

635
00:39:09.120 --> 00:39:12.800
And I honestly really like this trend because I think that a lot of

636
00:39:12.800 --> 00:39:16.475
times, like, what we saw when people were trying to automate their

637
00:39:16.875 --> 00:39:20.715
entire business or trying to hire people to run their entire business for

638
00:39:20.715 --> 00:39:23.855
them was that they had these long, elaborate,

639
00:39:24.520 --> 00:39:28.360
kind of ridiculous automations, and they had no idea where anything was if

640
00:39:28.360 --> 00:39:32.120
something broke down. So if a client came through and they didn't

641
00:39:32.120 --> 00:39:35.965
get, you know, the the right email or they didn't get the right link,

642
00:39:35.965 --> 00:39:39.505
you had no idea where to go to find it, to fix it, or

643
00:39:39.645 --> 00:39:43.110
update the automation, etcetera, because you had 15

644
00:39:43.330 --> 00:39:46.710
tools connected to 1 automation, or you had

645
00:39:47.010 --> 00:39:50.835
7 hands touching the same process or things like that. And

646
00:39:50.835 --> 00:39:53.335
so I think with us going back to a more simpler,

647
00:39:54.675 --> 00:39:58.215
process for these things, I just think it's gonna be overall more efficient,

648
00:39:58.450 --> 00:40:02.050
and I think it'll will take away some of the time that

649
00:40:02.050 --> 00:40:05.410
we've spent on the back end of our business and allow us to think more

650
00:40:05.410 --> 00:40:08.994
innovatively about how we show up and how we connect with our,

651
00:40:09.795 --> 00:40:13.234
our clients and our students and, like, focus more on, like, building

652
00:40:13.234 --> 00:40:17.080
community versus building this, like, elaborate spider web

653
00:40:17.140 --> 00:40:20.980
mess, chaotic mess of, like, automations and team members and things like

654
00:40:20.980 --> 00:40:24.795
that. Yeah. Yeah. I agree. If someone else had set up my Zapier

655
00:40:24.795 --> 00:40:28.234
for me, I wouldn't know I wouldn't even know what I was looking at. Like,

656
00:40:28.234 --> 00:40:31.775
I I feel like I'm the only 1 on my team who truly knows

657
00:40:32.620 --> 00:40:36.300
how everything's connected. And you're right. Like, we don't

658
00:40:36.300 --> 00:40:40.045
need sometimes all of the team and all of the the

659
00:40:40.045 --> 00:40:43.805
multiple, multiple steps. Like, let's make it easy. So, yeah, I

660
00:40:43.805 --> 00:40:47.265
love this trend for us collectively, and I hope we continue

661
00:40:48.770 --> 00:40:52.390
doing it. Okay. Next question I have is for Dama.

662
00:40:53.089 --> 00:40:56.309
How do you manage your time and energy to avoid becoming

663
00:40:57.125 --> 00:40:59.305
overly reliant on automation?

664
00:41:00.805 --> 00:41:04.565
That's a really interesting question because I I'm not sure I could

665
00:41:04.565 --> 00:41:08.320
become overly reliant on automation. But because

666
00:41:08.320 --> 00:41:12.000
I have so many automated systems set up for

667
00:41:12.000 --> 00:41:15.405
sales, for customer service, for nurture, for this, for that,

668
00:41:16.105 --> 00:41:19.645
for, yeah, all kinds of different things that I can

669
00:41:19.705 --> 00:41:23.550
kinda easily it's gotten to the point that I can kinda easily check out

670
00:41:23.550 --> 00:41:27.390
or sort of submarine for periods, which is great. Like, you

671
00:41:27.390 --> 00:41:30.830
should submarine on the weekend and enjoy your time with your family or whatever. It's

672
00:41:30.830 --> 00:41:34.595
good for balance, but it's not so great when I submarine

673
00:41:34.655 --> 00:41:38.175
too long, and then I sort of feel kind of disconnected from my audience or

674
00:41:38.175 --> 00:41:41.680
from my students. So I sell templates and, like, all self study

675
00:41:41.680 --> 00:41:45.040
stuff. I don't I do a group program twice a year, and I'm very,

676
00:41:45.040 --> 00:41:48.775
like, intentional about enrollment and when

677
00:41:48.775 --> 00:41:52.615
it opens and closes because I like to disconnect when I like, I usually have

678
00:41:52.615 --> 00:41:56.150
a trip planned for right when the cohort ends, because I'm kinda

679
00:41:56.150 --> 00:41:59.930
ready for it. But I start to feel a little too distant, or disconnected

680
00:41:59.990 --> 00:42:03.454
from my audience. So when I feel that way, because the

681
00:42:03.454 --> 00:42:06.974
automations are doing their magic, and I just kinda wanna in

682
00:42:07.214 --> 00:42:10.575
interact with people, I go hang out on threads, which is where I see most

683
00:42:10.575 --> 00:42:14.340
of y'all. I'm gonna need to create connect with Bree on threads. But I'll

684
00:42:14.340 --> 00:42:17.940
go hang out on threads. I'll peek at the support tickets that

685
00:42:17.940 --> 00:42:21.700
my assistant has already answered for me just because I'm kinda curious, like,

686
00:42:21.700 --> 00:42:25.445
what's on minds. And then I like to do kind of random pop up

687
00:42:25.445 --> 00:42:28.965
events. Like, I'll host a random live q and a as a

688
00:42:28.965 --> 00:42:32.480
bonus for something. Or if, like, oh, I'm gonna just I'm deciding to add a

689
00:42:32.480 --> 00:42:36.240
new thing to this offer, and I'll do a little discount for it. And

690
00:42:36.240 --> 00:42:40.045
for that week only, I'll do a bonus q and a, or a bonus,

691
00:42:40.105 --> 00:42:43.865
like, a coaching call or something like that. So I like to experiment with

692
00:42:43.865 --> 00:42:47.700
this, keeping my self study boundaries, which is kinda good for my

693
00:42:47.700 --> 00:42:50.840
mental health, but then adding in little, like, spurts

694
00:42:51.300 --> 00:42:54.900
of heavy interaction, heavy peopling, because I

695
00:42:54.900 --> 00:42:58.605
don't wanna feel disconnected, but I can't mentally,

696
00:42:58.665 --> 00:43:02.265
like, emotionally sustain it all the time. So I've experimented with

697
00:43:02.265 --> 00:43:05.750
some interactive things that accompany that are short term, that

698
00:43:05.750 --> 00:43:09.350
accompany self study things. Like, I recently did an asynchronous ask me

699
00:43:09.350 --> 00:43:12.890
anything. I used video ask for that. It went video ask

700
00:43:13.135 --> 00:43:16.835
connected to an Airtable base, connected to softer. Nerd alert.

701
00:43:16.895 --> 00:43:20.655
So, like, all the nerdy things. But, like, yeah, I did this

702
00:43:20.655 --> 00:43:24.230
asynchronous ask me anything. I've done Voxer office hours. I've,

703
00:43:24.230 --> 00:43:27.750
like, really wanna experiment with a Telegram channel, like, a

704
00:43:27.750 --> 00:43:31.425
broadcast channel next, or I've just kind of ran do, like, a random

705
00:43:32.365 --> 00:43:35.725
Zoom q and a call where I'm just like, let's just vibe. Let's vibe a

706
00:43:35.725 --> 00:43:38.280
little bit. What are you guys working on? Where are you getting stuck? Because that

707
00:43:38.600 --> 00:43:42.280
also helps me have content ideas. And, like, sometimes you just don't

708
00:43:42.280 --> 00:43:46.060
know what they don't know until you're interacting with your people. And

709
00:43:46.315 --> 00:43:49.454
1 other last little thing where I like to take the automation

710
00:43:50.155 --> 00:43:53.835
out of my business and just be live and and very like, when

711
00:43:53.835 --> 00:43:57.680
you're live, you really can't hide behind. Like, there's, like you can't put

712
00:43:57.680 --> 00:44:01.520
on polish. It's just like, I'm real. I messed up this, so this slide

713
00:44:01.520 --> 00:44:05.325
has a typo or whatever. You know? So I like to do like, every

714
00:44:05.325 --> 00:44:08.765
6 weeks or so, I'll do an like, a live training where I'll

715
00:44:08.765 --> 00:44:12.580
prepare all the, like, tutorials and templates in advance,

716
00:44:12.580 --> 00:44:16.260
but the strategy portion of it, I love to do that live

717
00:44:16.260 --> 00:44:19.460
because it puts me in connection with people. And it would be fine if it

718
00:44:19.460 --> 00:44:23.125
were prerecorded, but I like seeing the light bulb moments

719
00:44:23.185 --> 00:44:27.025
popping off on their faces or on the chat. I actually encourage

720
00:44:27.025 --> 00:44:30.590
people to be camera on or let them know your face is not gonna be

721
00:44:30.590 --> 00:44:33.470
in the recording, so feel free to be camera on if you want. I like

722
00:44:33.470 --> 00:44:37.255
to see the light bulb moments. I like to see the follow-up questions. I just

723
00:44:37.255 --> 00:44:41.015
like to see that engagement happening in the chat that I'm not like, drop a

724
00:44:41.015 --> 00:44:44.750
1 if you're whatever trying to force the engagement. They're just like they're feeling

725
00:44:44.750 --> 00:44:47.310
it. They're having a light bulb moment, or I'll say a thing and they'll be

726
00:44:47.310 --> 00:44:51.150
like, oh my god. Yes. I've always wondered about that. So I like seeing that

727
00:44:51.150 --> 00:44:54.935
strategy come to life. And, so seeing them kinda

728
00:44:54.935 --> 00:44:58.635
get up and, like, get lit to implement it is just fun. So

729
00:44:58.695 --> 00:45:01.970
I'll incorporate periodic life things.

730
00:45:02.430 --> 00:45:05.790
And then I'm like, okay. I'm gonna separate again with, like, my people ness. That

731
00:45:05.790 --> 00:45:07.869
was a lot of people in, and then I'll kind of go back to my

732
00:45:07.869 --> 00:45:10.945
little self study corner. But every so often, I feel the end to be like,

733
00:45:10.945 --> 00:45:14.625
oh, I wanna extrovert out and connect with my people and then, you know, I

734
00:45:14.625 --> 00:45:18.310
do little submarines. Yeah. There should be a study somewhere

735
00:45:18.310 --> 00:45:22.150
about, like, extrovert, introvert. Like, do you work in an office? Do you

736
00:45:22.150 --> 00:45:25.715
own a business? Because, like, I am very much introverted.

737
00:45:26.255 --> 00:45:30.095
Like, I by the way, submarining, I had never heard of this until now.

738
00:45:30.095 --> 00:45:32.655
And as soon as you said it, I was like, I know exactly what you

739
00:45:32.655 --> 00:45:36.170
mean. I don't need a definition because that's me. That's what I do. Just give

740
00:45:36.170 --> 00:45:37.526
me my books. Leave me alone. That's me. I am so far underwater. Please do

741
00:45:37.526 --> 00:45:38.670
not disturb. Yes.

742
00:45:43.535 --> 00:45:47.055
Exactly. Do not disturb signs on. Yeah. And I think that

743
00:45:47.055 --> 00:45:50.655
that automations help us be able to do that.

744
00:45:50.655 --> 00:45:54.000
Right? Like, we can customize our business

745
00:45:54.140 --> 00:45:57.820
experience, but I also love that you acknowledge that you do need

746
00:45:57.820 --> 00:46:01.200
to connect with the your community members because

747
00:46:01.454 --> 00:46:04.835
that allows you to get the feedback loop. It allows you to

748
00:46:05.214 --> 00:46:08.815
customize things even more. It allows you to stay in touch with, like, what they're

749
00:46:08.815 --> 00:46:12.460
thinking and feeling. So I love all that too. Thank you for random thing,

750
00:46:12.460 --> 00:46:15.900
though. They might not share, like, oh, I wish it they might not fill out

751
00:46:15.900 --> 00:46:19.505
my feedback form and say this would be great except it needs this. But

752
00:46:19.505 --> 00:46:22.625
somehow, like, on a live call, they'd be like, oh, can we have that? Or

753
00:46:22.625 --> 00:46:26.305
could you could you like, it it gives you there's almost, like, a little bit,

754
00:46:26.305 --> 00:46:29.809
like, less of a filter. Not in a nasty way, but in a helpful way.

755
00:46:29.809 --> 00:46:33.650
So I will often take feedback from, like, oh, yeah.

756
00:46:33.650 --> 00:46:36.789
That would be really cool, or could we have that, or, oh, is it possible

757
00:46:36.849 --> 00:46:40.625
to? And I don't usually get that in forms. I'm just like, now

758
00:46:40.625 --> 00:46:43.425
as I'm talking about it with you right now, like, oh, they kind of share

759
00:46:43.425 --> 00:46:46.420
a little bit more. They're a little bit more open and fit like, almost like

760
00:46:46.420 --> 00:46:50.260
a family vibe when you're on live on the thing. So Yeah. Yeah. There's

761
00:46:50.260 --> 00:46:53.220
like no it's not it's less stuffy. Right? It just feels like you're just chatting

762
00:46:53.220 --> 00:46:56.785
with a friend. Yeah. I like that. Okay. Coley, over to

763
00:46:56.785 --> 00:47:00.005
you. How do you make sure that your automations

764
00:47:00.865 --> 00:47:04.660
kind of all align with your values, your company's values, and

765
00:47:04.660 --> 00:47:08.420
you're not doing anything that gives you the eck? I mean, I

766
00:47:08.420 --> 00:47:11.725
think the the biggest thing that I try to do is practice what you preach.

767
00:47:11.805 --> 00:47:15.565
I mean, for those that don't know me, I homeschooled my kid for

768
00:47:15.565 --> 00:47:19.325
a year. The 2 years before that, she was virtual schooled, but she was home

769
00:47:19.325 --> 00:47:22.990
with me. I mean, I really try to tell people that you

770
00:47:22.990 --> 00:47:26.510
build a business so that your life can come first and not the

771
00:47:26.510 --> 00:47:30.235
opposite. And so when it comes to my automations, I'm also I'm always very

772
00:47:30.235 --> 00:47:34.075
clear to tell people what automation it is, why I

773
00:47:34.075 --> 00:47:37.690
created it, and basically how much time it saves me or what

774
00:47:37.690 --> 00:47:41.530
I'm able to do that is outside of my business because that

775
00:47:41.530 --> 00:47:44.970
is what I personally value. Like, I mean, I talk about being at Disney all

776
00:47:44.970 --> 00:47:48.285
the time. I don't just do it so that I can sell products. Like, really,

777
00:47:48.285 --> 00:47:52.125
if you're not into Disney, it's okay. What would you rather be doing than

778
00:47:52.125 --> 00:47:55.950
answering 20 emails over and over again saying the same thing when you could

779
00:47:55.950 --> 00:47:58.910
write an email template that would do it for you, and then you could move

780
00:47:58.910 --> 00:48:02.750
on about your business. So I think the biggest thing that I

781
00:48:02.750 --> 00:48:06.375
try to do is tell people automations help you build the

782
00:48:06.375 --> 00:48:10.135
business that you actually want and not the business that you feel

783
00:48:10.135 --> 00:48:13.870
forced into after you have, like, chosen this as your path.

784
00:48:13.870 --> 00:48:17.010
No 1 should be working 247 inside their business

785
00:48:17.390 --> 00:48:21.090
when most of those tasks, we can take care of with some admin.

786
00:48:21.305 --> 00:48:23.705
And a lot of people are like, well, I can't hire anybody. But, yeah, I'm

787
00:48:23.705 --> 00:48:27.385
talking about starting with automations. And once you start with the automations, if you

788
00:48:27.385 --> 00:48:31.230
hit the max of what an automation can do for you, then I

789
00:48:31.230 --> 00:48:35.070
highly encourage you to go seek out, like, some actual, you know,

790
00:48:35.070 --> 00:48:38.765
human to human help. But automations can just do so much for

791
00:48:38.765 --> 00:48:42.444
us, and if we can get over the stigma that they turn you

792
00:48:42.444 --> 00:48:46.210
into a robot or they take out your personality or that your

793
00:48:46.210 --> 00:48:49.970
clients are gonna be offended that it's not you personally answering them.

794
00:48:49.970 --> 00:48:53.650
If you can get over that mindset, there is, like, a beautiful

795
00:48:53.650 --> 00:48:57.315
business for you on the other side where you are not stuck to

796
00:48:57.315 --> 00:49:00.994
your phone or your computer. And when your kids talk to

797
00:49:00.994 --> 00:49:04.819
you, you don't have time to respond to them because you're too busy responding

798
00:49:04.819 --> 00:49:08.019
to your clients on your phone. So practice what I preach is what I try

799
00:49:08.019 --> 00:49:11.460
to do. Yes. I love that. And I think part of it is,

800
00:49:11.460 --> 00:49:15.235
like, you're so clear about what is important to

801
00:49:15.235 --> 00:49:18.995
you as a business owner and those values and that everything you

802
00:49:18.995 --> 00:49:22.720
do kinda feeds into that. And I think that's such a good baseline for everybody

803
00:49:22.720 --> 00:49:26.480
to, consider. Alright. Last question goes to

804
00:49:26.480 --> 00:49:30.080
Bree. How do you use automations in your business to,

805
00:49:31.065 --> 00:49:34.765
make sure there's a sense of community with the people in your audience?

806
00:49:36.105 --> 00:49:39.005
Of course. So, I mean, naturally, I use ManyChat,

807
00:49:40.280 --> 00:49:43.260
but I use it in ways that are not just, like, selling.

808
00:49:44.200 --> 00:49:47.720
I like to ask questions, and then based on, like, their

809
00:49:47.720 --> 00:49:51.195
answers, send follow-up. So, I might say,

810
00:49:51.195 --> 00:49:54.955
like, you know, which of these is of interest to you? Like, are

811
00:49:54.955 --> 00:49:58.770
you trying to, I don't know, do you like apples or oranges? And if they

812
00:49:58.770 --> 00:50:02.210
reply like, I like oranges, I might say, like, oh, I love

813
00:50:02.210 --> 00:50:05.955
oranges too. Like, this is where I get my oranges from as an like, as

814
00:50:06.195 --> 00:50:10.035
very strange random off the top example. So I really

815
00:50:10.035 --> 00:50:13.790
like to use mini chat to kind of, like, segment out where

816
00:50:14.010 --> 00:50:17.770
my audience members are and what their interests are so that way I

817
00:50:17.770 --> 00:50:21.454
know how to follow-up with them later on, and to even,

818
00:50:21.454 --> 00:50:24.275
like, follow-up. So let's say I said,

819
00:50:25.375 --> 00:50:28.835
DM me a keyword because you wanted to download my lead magnet.

820
00:50:29.140 --> 00:50:32.740
I will add another part to the automation that's like a follow-up, like, 2 or

821
00:50:32.740 --> 00:50:36.420
3 days later that's like, hey, Andrea. Like, I just wanted to check-in. Did you

822
00:50:36.500 --> 00:50:40.245
were you able to access XYZ lead magnet? And if so, like, what

823
00:50:40.245 --> 00:50:44.085
were your thoughts? Were you able to get to it, etcetera? 1 thing that I've

824
00:50:44.085 --> 00:50:47.730
learned about myself is that I am not necessarily

825
00:50:47.950 --> 00:50:51.410
the best at remembering to go back and pick up a conversation

826
00:50:51.630 --> 00:50:55.390
where it left off. And so I like to use automation and things

827
00:50:55.390 --> 00:50:58.905
like that to remember things that I know I'm gonna, like, fall short

828
00:50:58.905 --> 00:51:02.744
on. So I might fall short to remember, like, oh, it's my student's birthday.

829
00:51:02.744 --> 00:51:03.820
Let me send her a message.

830
00:51:12.140 --> 00:51:15.154
Client, you know, who I know is having a launch or having an upcoming event.

831
00:51:15.154 --> 00:51:18.674
So when it's on my brain, I will go ahead and schedule the post or

832
00:51:18.674 --> 00:51:22.380
schedule the reminder or schedule the follow-up, to go ahead and check

833
00:51:22.380 --> 00:51:26.060
out or to send them a gift, you know, for their launch or

834
00:51:26.060 --> 00:51:29.875
things like that. So I think that, basically, my,

835
00:51:29.875 --> 00:51:33.635
like, overall approach to it is that I really want to

836
00:51:33.635 --> 00:51:37.235
feel omnipresent. I wanted to feel like I'm always there. I'm

837
00:51:37.235 --> 00:51:41.010
always remembering things. I'm always on top of it. And so when I write it

838
00:51:41.010 --> 00:51:44.690
down, like, hey. This client's birthday is coming up or this client is

839
00:51:44.690 --> 00:51:48.494
launching or this you know, whatever that whatever I want

840
00:51:48.494 --> 00:51:52.335
that, like, journey to be, I will set up the automation for that

841
00:51:52.335 --> 00:51:56.015
in real time. And so what it's evolved into is, like, this,

842
00:51:56.015 --> 00:51:59.860
like, kind of like web of follow ups or

843
00:51:59.860 --> 00:52:03.620
reengagements, or circling back, things like things

844
00:52:03.620 --> 00:52:07.455
like that. Even down to, like, when clients book discovery calls

845
00:52:07.455 --> 00:52:11.215
or when they complete programs, we follow-up after that. So

846
00:52:11.215 --> 00:52:14.900
you might complete a program, and then 90 days later, we circle back to see,

847
00:52:14.900 --> 00:52:18.579
like, how's it going, or do you have any questions? And when I

848
00:52:18.579 --> 00:52:22.020
ask my students, like, do you have any questions? I'm willing to answer whatever those

849
00:52:22.020 --> 00:52:25.785
questions are, not necessarily for an additional fee or anything like that, but

850
00:52:25.785 --> 00:52:29.545
because I wanna make sure that they have the support that they need. And

851
00:52:29.545 --> 00:52:33.000
so it just it I feel like it's more of like a prompting, if that

852
00:52:33.000 --> 00:52:36.520
makes sense. Yeah. And I love that you're using these

853
00:52:36.520 --> 00:52:40.015
tools for follow-up. I'm the worst at remembering

854
00:52:40.075 --> 00:52:43.455
birthdays, like the absolute worst. So I use,

855
00:52:43.835 --> 00:52:47.430
Postable, and I put all my clients in there, and they send

856
00:52:47.430 --> 00:52:51.110
handwritten birthday cards. Now I still customize them, and, actually, Jemmy on my

857
00:52:51.110 --> 00:52:54.790
team helps me with this. But if I didn't have that tool

858
00:52:54.790 --> 00:52:58.635
saying, hey. This person's birthday is coming up. You should send them a card. I

859
00:52:58.635 --> 00:53:02.395
would never do it. I wouldn't do it. No. No. I would totally

860
00:53:02.395 --> 00:53:06.109
forget. And I think that's the point of automation is

861
00:53:06.109 --> 00:53:09.650
that, like, we are not going to remember everything

862
00:53:09.869 --> 00:53:13.715
and we don't have to. Kind of like if you think about like, I

863
00:53:13.715 --> 00:53:16.995
even use automations or things like that in my day to day life. Like, I

864
00:53:16.995 --> 00:53:20.835
schedule all doctor's appointments around my birthday or around my kid's birthday because

865
00:53:20.835 --> 00:53:23.410
your your birthday is gonna happen every year on the same day no matter what.

866
00:53:23.410 --> 00:53:27.030
So now we can get this annual checkup on that same day every year.

867
00:53:27.490 --> 00:53:31.095
And so I just I think about automations in that same way. Like, the the

868
00:53:31.095 --> 00:53:34.855
purpose of an automation is to help me pick

869
00:53:34.855 --> 00:53:38.135
up where I may leave off or to remember something for me that I may

870
00:53:38.135 --> 00:53:41.970
forget. Yeah. I love that. Thank you. And and the running thread I

871
00:53:41.970 --> 00:53:45.810
noticed in a lot of our conversations today was about using

872
00:53:45.810 --> 00:53:49.305
automations to personalize experiences. So as all of you

873
00:53:49.305 --> 00:53:52.665
listening, watching to this, a big takeaway from this

874
00:53:52.665 --> 00:53:56.445
episode is not to use automations to turn into a robot,

875
00:53:56.740 --> 00:54:00.580
but to use automations to have personalized interactions at

876
00:54:00.580 --> 00:54:04.200
mass with people where you you physically could not do this

877
00:54:04.260 --> 00:54:07.665
all at the same time. And so that you can really

878
00:54:07.665 --> 00:54:11.425
personalize experiences through these automation tools. And I love that,

879
00:54:11.425 --> 00:54:15.240
Veres. I love that. Okay. So as we close out our episode, I

880
00:54:15.240 --> 00:54:18.839
would love to know from each of you what's coming up next in your business

881
00:54:18.839 --> 00:54:21.980
and how we can connect with you. Let's start with you, Koli.

882
00:54:24.635 --> 00:54:28.395
I'm trying to remember when this is going live. So, in

883
00:54:28.395 --> 00:54:32.070
my business, I am planning on doing a birthday sale, which this episode

884
00:54:32.070 --> 00:54:35.130
is actually going to come out the week of my birthday. It is July 28th.

885
00:54:35.350 --> 00:54:38.470
So if you would like to know what I am doing inside of my birthday,

886
00:54:38.470 --> 00:54:42.115
please go to colejames.com and sign up for my newsletter,

887
00:54:42.115 --> 00:54:45.895
and you will get all the goodies, you know, delivered directly to your inbox

888
00:54:46.355 --> 00:54:49.494
by my automation assistant, and her name is Ashley.

889
00:54:50.440 --> 00:54:54.040
I love that that you have her name too. I love that. Okay. Coli, thank

890
00:54:54.040 --> 00:54:57.800
you so much. Dama, over to you. What's going on next

891
00:54:57.800 --> 00:55:01.464
in your business, and how can we connect with you? You and I are

892
00:55:01.464 --> 00:55:05.145
doing a fun collaboration. So right around the time this podcast drops,

893
00:55:05.145 --> 00:55:08.660
so you will have an opportunity you might have heard me mention earlier in this,

894
00:55:09.059 --> 00:55:12.819
call my or did I mention it? I had another call with Kobe

895
00:55:12.819 --> 00:55:16.665
today, so I'm like, I'm a little bit losing my marbles. But I have this

896
00:55:16.825 --> 00:55:20.505
product called on brand fillable workbooks. It has just

897
00:55:20.505 --> 00:55:24.345
under 5, 000 students. Like, this thing is, like,

898
00:55:24.345 --> 00:55:28.130
has jet fuel strapped to its back. So many people have taken this

899
00:55:28.130 --> 00:55:31.810
training, implemented that same afternoon, which is, like, my secret sauce. Like,

900
00:55:31.810 --> 00:55:34.964
here's the thing. Here's how to do it. Here's the no fluff. And then they

901
00:55:34.964 --> 00:55:38.805
go and and implement, and it has really changed their freebie

902
00:55:38.805 --> 00:55:42.565
workflow, their course bonuses. It's all about using a Google Doc for your

903
00:55:42.900 --> 00:55:46.579
for, like, a fillable interactive workbook. And it's a

904
00:55:46.579 --> 00:55:50.365
super short short training, but Andrea is gonna have a really juicy discount

905
00:55:50.365 --> 00:55:53.565
for you. So make sure you hang out with the 2 of us. But if

906
00:55:53.565 --> 00:55:57.165
you heard me earlier talking about how, like, I can be on the couch binging

907
00:55:57.165 --> 00:56:01.000
grays and eating kettle corn, Don't miss my free mini training. It's like

908
00:56:01.000 --> 00:56:04.120
a behind the scenes thing on how I do all of that. How did I

909
00:56:04.120 --> 00:56:07.704
actually set all those things up to bring that income while I'm

910
00:56:07.704 --> 00:56:11.224
chilling? Completely inside Thrivecart. No zaps. No third

911
00:56:11.224 --> 00:56:14.740
party platforms necessary. And you can find it on Thrivecart template shop

912
00:56:15.040 --> 00:56:16.740
forward Thrivecart template shop.comforward/minidashtraining.

913
00:56:18.800 --> 00:56:22.215
Yay. Awesome. Thank you, Tama. Brie, over to

914
00:56:22.215 --> 00:56:25.994
you. What is next in your business, and how can we connect with you?

915
00:56:26.455 --> 00:56:30.075
Of course. So you can follow me on all social media at the Brianca

916
00:56:30.135 --> 00:56:33.720
Johnson. I actually just released a 5 day email

917
00:56:33.720 --> 00:56:37.340
challenge called make them remember you, and it's all about developing

918
00:56:37.480 --> 00:56:41.135
a memorable brand personality. And so

919
00:56:41.135 --> 00:56:43.474
definitely get that. It's on my website, briancardohnson.com.

920
00:56:45.055 --> 00:56:48.790
And consider enrolling into the Clarity to Coins membership, where

921
00:56:48.790 --> 00:56:52.470
we help our students, package their expertise into a

922
00:56:52.470 --> 00:56:56.234
profitable offer and build a sustainable business. Yay. I love that.

923
00:56:56.234 --> 00:56:59.615
And I will put all of these links y'all in the show notes on laendreya.com/315.

924
00:57:02.395 --> 00:57:05.890
Thanks again to my amazing guests on this episode. It was juicy. Y'all

925
00:57:05.890 --> 00:57:09.270
saw moments from me in real time, which I always love.

926
00:57:09.970 --> 00:57:13.635
We have more amazing episodes coming right up. But first, before you

927
00:57:13.635 --> 00:57:17.315
go, make sure you give us a 5 star rating on Apple Podcasts

928
00:57:17.315 --> 00:57:21.110
and Spotify. It helps keep us in the top 100 marketing podcast. We

929
00:57:21.110 --> 00:57:24.870
were number 46 last week. So that's all thanks

930
00:57:24.870 --> 00:57:28.525
to your listenership, which I so appreciate and love. Keep

931
00:57:28.525 --> 00:57:32.204
up the good work there. Next week, I have Nikki McKnight. We're gonna

932
00:57:32.204 --> 00:57:35.960
wrap up our conversation all about automations with her and

933
00:57:35.960 --> 00:57:39.640
really some foundational things you should consider in your business. So I'll see you

934
00:57:39.640 --> 00:57:41.580
then. That's all for today. Bye.