My Best Practices

All Thing Systems, Automation, Operations and Hiring

The Secret to Picking the Perfect Project Management Software

Asana. Trello. ClickUp. Monday. Airtable. Notion. Basecamp. Hive. Smartsheet. Keap… OH MY!

Are you thinking about any of these project management softwares?

It can feel so overwhelming to pick the perfect project management software and I’ve seen so many business owners sign up for tons of free trials, never to log into the software again.

And worse, I’ve seen business owners PAYING for project management software subscriptions – only to manage their tasks through their emails and Google Docs.

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The Biz Growth Trap to Avoid

Maybe this year, you’ve crossed over the 5-figure/month mark in your business (YESSSS🎉🎉🎉)

And now you’re reaching for your next level.

You’re following Traction to a T.

You got the business coach and the next level strategy.

You’ve upgraded your tools and tech.

You hired a VA and maybe an OBM.

You’re checking all the boxes to scale your business, but something still feels off… 😕😕😕 and you’re not quite sure what. 🤷🏻‍♀️

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The 4 Question Scaling Strategy

Can we celebrate for a second?

You’ve come so far.

You made it through the wild ride that was 2020.

You came with it hard and 2021 is your best year yet.

So what’s up for the rest of 2022?

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The 3 Systems Phases to Master to Scale with Ease

Do you know what happens when you not only build systems, but understand how they work and why?

You might be thinking… ”Meh, systems are NOT my jam” or “I don’t really need to care because I’m going to outsource my systems.”

Which is totally fine, most of my clients usually feel like that… at the start.

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My Personal Systems Disaster & How to Avoid It

Does it seem like I have it all together when it comes to systems?

That wasn’t always the case and I’ve definitely had my fair share of less than perfect systems.

One of the biggest system mistakes I made was when I tried to delegate my client calls.

It was an unmitigated disaster du jour.

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I Never Want to Fill my Biz to Capacity Again

I’ve been around the operations block a few times.

I spent so many years launching multi-million dollar hedge funds and running million dollar businesses, that when it came to running my own, I felt like I was invincible… until I wasn’t. 🤭

When I launched my business, I was growing at a steady pace as I honed my services and execution to turn my clients into raving fans.

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How to Pick the Perfect CRM for Your Biz

You built your business online so you know how to use tech.

You have the basics down and they’re working… sort of…

👀 Except for when you lose track of your work leads in your inbox.

👀 Expect when you manually onboard your client.

👀 Except for when you realize you can’t find your client docs because you accidentally deleted them during your last CleanMyMac hard drive scan…

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How to Avoid a “Bad” Hire

It’s a fact of business. At some point, you’re going to need to let go of someone on your team.

It’s a scary moment and I nearly threw up the first time I had to do it in my business.

I was so sure they were going to take it badly and they would freak out on me.

So I held off for as long as I could trying to make it work with them (a terrible idea btw and we’ll talk about it next time).

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How Much It Costs to Hire a Great VA

I’m all about working with entrepreneurs who are ready to scale to 7-figures while working part-time hours in the next few years.

Getting here means having a team… but it might feel impossible to hire anyone, right?

The first year in my business, I was totally unprepared for all the “extras”

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Scaling your business can be so confusing.

But it doesn't have to be!

Take the Business Ops Assessment and in less than 5 minutes I’ll tell you what’s standing in the way of your next $100k and what to do about it. Sound good?