Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

Ever wonder why some websites make you want to immediately hit the back button while others have you scrolling for hours? In this episode, I'm chatting with Lizzie Grant, the owner and lead designer of White Point Creative, about how design actually impacts your customer journey,and why sometimes simpler really is better.We're diving deep into the psychology behind first impressions (spoiler: you have 50 milliseconds to make one), the art of creating unforgettable brands, and how to strike that perfect balance between looking cool and actually converting clients. Lizzie shares some eye-opening statistics about how 75% of users judge a website's credibility based purely on design, plus her take on the whole "do I even need a website?" debate that's been floating around lately.If you've ever felt torn between wanting a beautiful brand and needing one that actually brings in clients, this conversation is for you. We're talking about everything from why voice memos beat typed responses every time, to how brand photography has evolved beyond the disco ball era (thank goodness), to the simple design principles that can make or break your conversions.Plus, Lizzie gets real about her journey from freelancing at big Boston agencies to building a team of 13 and hitting multi-six figures,and spoiler alert, it wasn't the overnight success story you might expect. She breaks down how taking notes on everything from file organization systems to client management approaches during her freelance days became the foundation for her own business model.Whether you're just starting out or looking to level up your brand game, this episode is packed with actionable insights that'll have you looking at your website (and your Instagram DMs) in a whole new way.Resources from this episode: Book a 1:1 Design Roadmap call with Lizzy: BOOK HERE Join Lizzy's monthly newsletter Saltwater InsightsMore about Lizzy Grant: Lizzy is the owner and lead designer of White Point Creative, an online creative agency that specializes in brand refreshes for online entrepreneurs. Lizzy and her team work with coaches who want to ditch the chaos and bring cohesion to their vision and voice with high impact visuals and marketing.When she isn't discovering new fonts like the type nerd that she is, you can find her on an international or domestic beach somewhere or at home in Virginia with their two spaniels, Folly and Daisy.Connect with Lizzy Grant:Website: http://www.whitepointcreative.comInstagram: https://www.instagram.com/white.point.creative/Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I'm chatting with Sam Burmeister from Nomad Copy, who writes high-converting sales copy for service-based businesses from all over the world. And let me tell you, this conversation completely shifted how I think about the whole serve-serve-serve-sell mentality that had me posting five educational carousels before I dared mention my services.What You'll Learn in This EpisodeThe Venn Diagram That Changes EverythingWhy "Nurture" Emails Are Actually Sales Emails in DisguiseThe Three-Column Exercise That Fixes "Salesy" CopyThe Real Talk on AI and CopywritingWhy This Episode Will Actually Change Your BusinessThis isn't just another "how to write better" conversation. Sam breaks down why people buy and gives you the exact framework to write copy that converts without feeling gross about it. When you're only serving to a certain point without offering your paid solutions, you're actually doing people a disservice.Ready to Stop Sending Fluffy Emails?Sam's got a membership called Copy On Demand where she literally becomes your copywriting brain in your back pocket. You write copy, send it her way, and get feedback on what to change and why. It's like having a copywriting coach who actually helps you get better over time instead of just doing the work for you.Plus, she's the type of person who'll slide into your DMs and give you honest feedback on your opt-in page if you send it to her.If you've been treating your content and copy like completely separate things, or if you're still stuck in that old-school mindset of being afraid to sell, this episode is going to give you some serious clarity. Sam makes it clear: your goal as a business owner is to run a business, which means you need to be selling. The question isn't whether to sell – it's how to do it in a way that feels good for everyone involved.Resources from this episode: Copy Coaching & Feedback Membership: Copy On DemandMore about Samantha Burmeister:Sam writes really freakin' high-converting sales copy for service-based businesses. Every business she writes for gets copy that sounds like them, but converts better!Connect with Samantha Burmeister:Website: http://www.nomadcopyagency.comLinkedIn: https://www.linkedin.com/in/samanthaburmeister/Instagram: https://www.instagram.com/nomad.copy/ Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

After five years of running my systems consulting business full-time, I made the bold move to take on a 9-to-5 and transform my company into a side hustle. But I didn't just wing it. I strategically downsized, streamlined, and systematized everything to make it work on half the time.In this episode, I'm pulling back the curtain on exactly how I went from working 20-25 hours a week in my business to just 10-12 hours, all while maintaining my retainer clients and taking on new projects. I break down my two main priorities: streamlining my sales systems and optimizing my delivery processes – plus share the specific systems that made it possible.You'll hear about my game-changing pricing model that eliminated project scope creep, how I'm using AI tools like Poppy AI to streamline delivery, and why I put waitlists on all my offers. Plus, I get real about the mental health side of stepping back from the online business world and why unfollowing half my feed was the best decision I made.This isn't your typical "hustle harder" advice. My approach is refreshingly honest about working with what you've got, making quick decisions based on experience, and cutting out all the noise that doesn't move the needle. Whether you're trying to scale down like me or scale up while working full-time, this episode is packed with actionable insights you can implement immediately.The best part? I admit I'm still figuring it out as I go – and that's exactly what makes this so valuable. Real talk from someone who's actually walking the walk.Resources from this episode:Toggle - Time tracking tool I use to monitor my weekly hoursPoppy AI - AI tool I use for project management and delivery, Watch my walkthrough video here!Affiliate code: SYSTEMSWITHSAM for $25 off!Claude - AI chat tool integrated within Poppy AIConnect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

What happens when you build a six-figure business that looks amazing on paper but leaves you completely burnt out and unfulfilled? In this episode, I sit down with Jemma Broadstock (AKA the happy coach and psychologist) to dive deep into one of the most important conversations happening in the online space right now: burnout and redefining success.Jemma's story is both relatable and eye-opening. She started freelancing at just 16, accidentally grew an agency that hit six figures, and then... walked away from it all. Not because it wasn't successful, but because it wasn't her version of success.We get into the nitty-gritty of how external advice can lead you to build a business that works on paper but not for your actual life. Jemma shares how she was doing work that wasn't the best use of her skills, serving clients in ways that didn't align with her values, and essentially "putting on a uniform every morning to be someone else."One of my favorite parts of our conversation is when Jemma talks about purchasing from two different businesses in the same month - one completely automated and one totally personal. Guess which one made her feel more connected? This really challenged my own thinking about when to automate versus when to stay hands-on.We also dig into practical psychology tools that help you identify when your problem isn't actually your strategy, marketing, or clients - but something deeper. Jemma introduces the "best possible business" exercise and explains why you need to do it multiple times to get the full picture.If you've ever felt like you're working really hard but don't know where you're going, or if you've created something successful that just doesn't feel right for you, this episode is going to hit different. Jemma breaks down how to slow down to speed up and why sometimes the most illogical decision (like only doing one-to-one work when everyone says you need to scale) might be exactly what you need.Resources from this episode:Take Jemma's 20-question assessment to get a personalized report on what area you should focus on to be happier and more fulfilled in your businessMore about Jemma Broadstock:Jemma (aka the Happy Coach & Psychologist)Having worked in the online space for 10 years,Jemma started (and later closed) an agency due to burnout before making a return as a fully qualified and accredited coach. Now, she works specifically with individuals looking to build success from the inside out. With a BSc and MSc in Psychology, specialising in positive psychology and coaching psychology, Jemma's focus is on helping others cultivate more joy, fulfillment, and purpose in both their daily lives and work—without the burnout, of course.Connect with Jemma Broadstock:Website: https://jemmabroadstock.com/Instagram: instagram.com/jemmabroadstockLinedIn: www.linkedin.com/in/jemmabroadstock/Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn:

In this vulnerable and refreshingly honest episode, I'm sharing something that might surprise some of you: I've started working a 9-5 corporate job! After five years of running my online business, I've made a significant life change that I'm actually incredibly excited about.I dive deep into my journey as an online entrepreneur - from the highs of location freedom and six-figure years to the challenging reality of feeling disconnected from my work despite outward success. I explore that uncomfortable space of "being unhappy in a business that everyone else is impressed with" and how I tried everything to fall in love with my business again.During our trip to Italy earlier this year, sitting in our dream Airbnb with a hot tub on the balcony overlooking Puglia, I had the stark realization: "What am I doing with my life?" Despite achieving the freedom lifestyle I thought I wanted, something fundamental was missing.I share the exact moment when I finally stopped ignoring my intuition and decided to explore a new path. You'll hear about my job search process (with zero corporate experience!), how I found a sales role that perfectly matches my skills, and how I'm navigating this major transition.For those wondering - no, I'm not shutting down my business! I'm currently balancing both, working about 10-15 hours per week on client projects alongside my full-time job. This episode is for anyone questioning if they're on the right path, feeling stuck in their zone of excellence instead of their zone of genius, or curious about transitioning from full-time entrepreneurship to corporate life.Remember to tune into your intuition - sometimes the right path doesn't make sense on paper, but feels completely right when you follow it.Resources from this episode:Book recommendation: "The Big Leap" by Gay Hendricks (exploring the concept of zone of genius vs. zone of excellence)Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Shannon Pruitt, founder of Sunday Muse Design, joins us to break down everything you need to know about strategic branding and web design. They dive deep into why your website isn't just a luxury—it's survival for your business. Shannon shares her journey from wedding planner to brand designer, revealing how she discovered the critical link between outdated websites and lost clients.Key takeaways from this episode: Why you need to approach branding with strategy, not just pretty colors The intentional process behind choosing fonts, colors, and design elements How to simplify your website for better conversion rates (one client doubled their inquiries in 3-4 months!) The debate behind copy vs. design first (Shannon's firmly in the copy-first camp) Practical tips for DIY branding when you're just starting out The importance of tracking where your clients actually come fromShannon drops truth bombs about attention spans (apparently we've got 47 seconds now), why she hates the word "clarity," and how to create a brand that doesn't just look good—it works hard for your business. Whether you're starting from scratch or ready to elevate your existing brand, this episode gives you the strategic foundation to make it happen.Resources from this episode:Shannon's Newsletter: You can join her weekly newsletter where she shares practical branding tips, website advice, and behind-the-scenes insights from real client projects. Just visit sundaymusedesign.com/newsletter to sign up! More about Shannon Pruitt:Shannon Pruitt is the founder of Sunday Muse Design, a strategic branding and web design studio for women entrepreneurs who refuse to blend in. Since 2015, she's built multiple businesses, but branding? That's where she thrives. With a sharp eye for design, a no-BS approach to brand strategy, and a deep understanding of what makes businesses actually convert, Shannon helps service providers, boutique businesses, and course creators build brands that command attention—and get results.Connect with Shannon Pruitt:Website: http://www.sundaymusedesign.comInstagram: https://www.instagram.com/sundaymusedesignThreads: https://www.threads.net/@sundaymusedesignConnect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Are you feeling stuck about which CRM to choose for your business? In this episode, I break down my step-by-step process for selecting the perfect client relationship management tool without the overwhelm. I share a real client example of how I helped a busy coach streamline her client onboarding process by finding a CRM that matched her exact needs.You'll learn why "making your grocery list" of must-have features before shopping for a CRM is the key to avoiding tech overwhelm and unnecessary subscription costs. I'll walk you through how to map out your client journey, identify the essential features you need, and evaluate whether an all-in-one solution or a custom tech stack makes more sense for your unique business.I'm excited to share these practical tips that will save you hours of tutorial-watching and feature-comparing. Whether you're ready to invest in your first CRM or considering a switch from your current system, this episode will help you make a confident, informed decision.Resources from this episode: Systems to Scale Audit - My signature service where I help you choose the right tools and build custom automations for your specific business needsWhimsical - The tool I love for mapping out client journeys and workflowse-signatures.io - A budget-friendly contract tool at just 99¢ per contractMotion.io - A project management tool with advanced client portal featuresConnect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of Beyond the Systems Podcast, I sat down with multi six-figure entrepreneur Jennifer Morilla to dive deep into her "one product, one funnel" business approach. After experiencing serious burnout in 2023, Jen completely restructured her business around a single signature offer - her Simplify to Implify Accelerator - and hasn't looked back.We explore how shiny object syndrome keeps entrepreneurs trapped in a cycle of creating multiple programs (when really, we should be doubling down on what's already working!). Jen shares the exact moment she realized she needed to simplify, including the hilarious story of making her OBM sign a contract promising not to let her create any new programs.If you're feeling scattered with too many offers or struggling to stay focused on one revenue stream, this episode unpacks why simplicity leads to sustainability. We discuss how Jen structures her program to maintain quality while reducing her time investment, her content marketing strategy for a single offer, and the mindset shifts required to trust that one excellent product can outperform multiple mediocre ones.What I love most about this conversation is Jen's transparency about her entrepreneurial journey - from travel blogger to burnt-out coach to focused business owner - and how personal development played a crucial role in her business transformation. Listen in for a refreshingly honest take on building a profitable, sustainable online business without the hustle.More about Jennifer Morilla: Jennifer Morilla is a multi-six-figure entrepreneur, business mentor, and TEDx speaker with over 10 years of experience, helping entrepreneurs turn their personal brands into thriving six-figure businesses through online marketing and brand-building strategies.Connect with Jennifer Morilla:Website: https://jennifermorilla.com/Instagram: @jennifer.morillaLinkedIn: https://www.linkedin.com/in/jennifermmorilla/Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Episode Description:Ever wonder what your day could look like with proper systems in place? In this special episode of the Beyond the Systems podcast, I explain what a typical day looks like with and without business systems. Inspired by one of my most popular Instagram posts (it's pinned to the top of my profile!), I walk through different moments of the day—from morning coffee to evening wind-down—comparing the chaos of working without systems to the calm, productive flow when you have the right foundations in place.I dive into the practical systems that make the biggest difference in your day-to-day life as a business owner, including:Weekly planning rituals that take just 20 minutes but save hours of stressProject management systems that eliminate the guessworkTeam SOPs that prevent constant interruptionsAutomated client onboarding that works while you sleepBoundary-setting systems that protect your time and energyListen in as I reveal that you don't need 20 complex systems to transform your workday—just a few foundational ones implemented consistently. If you're tired of feeling like you're constantly putting out fires instead of enjoying your business, this episode is your roadmap to reclaiming your time and peace of mind.Resources from this episode:SOP Episode: "SOPs Your Team Will Actually Use"Metrics Tracking Episode: "Metrics That Matter"Systems to Scale AuditDM the word "scale" on Instagram if you're interested in the Systems to Scale Audit, or send me a voice memo about your systems challenges!Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of Beyond the Systems podcast, I chat with Jess Freeman, award-winning founder of Jess Creatives who has spent over 14 years transforming websites into high-impact business assets. We dive into the world of SEO (Search Engine Optimization) and why it might be the most underrated form of business self-care you've been overlooking!Jess shares her journey from small-town Kansas with limited exposure to entrepreneurship to building a thriving web design business. We explore why SEO often feels overwhelming to beginners, and Jess breaks down simple, practical ways to improve your website's searchability without getting lost in technical details.One of my favorite takeaways? Jess's perspective that "SEO is self-care" because it allows you to continue attracting clients even when you need to step away from social media. Unlike Instagram posts that disappear into the void within days, SEO-optimized content can bring you clients years later with minimal maintenance. Jess shares a real example of how a blog post she wrote 5-6 years ago recently brought in a new client through Google's AI summary!We also discuss the "full circle" trend in online marketing—how many business owners who abandoned websites for Instagram are now returning to blogging and SEO as social algorithms become increasingly unreliable. Plus, get Jess's take on when you really need a website and why SubStack might not be your best blogging option if you care about SEO.Whether you're feeling burnt out by social media or just want more sustainable ways to attract clients, this episode offers practical tips to get started with SEO without overwhelming yourself. Listen in for Jess's simple homework assignment that could dramatically improve your website's visibility!Resources from this episode:Keyword research tool: Ahrefs Keyword Generator (free version available)Check out Jessica's podcast, BrandWhys!More about Jessica Freeman:Jess Freeman is the award-winning founder of Jess Creatives, and has spent over a decade transforming websites into high-impact business assets. Her no-nonsense approach to web design and digital marketing has helped hundreds of health and fitness businesses boost their online presence without chaining themselves to their screens. Connect with Jessica Freeman:Website: JessCreatives.comInstagram: @JessCreativesConnect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Episode Description: Ready to streamline your client journey? In this episode, I'm breaking down my Client Flow Formula - the exact system I use with my clients to turn prospect connections into lasting relationships.I'll walk you through the three essential steps of this formula - Convert, Serve, and Retain - and break each one down into three tiers: basic, intermediate, and advanced. This way, no matter where you are in your business journey, you'll find actionable systems to implement right away.Whether you're a solopreneur who wants to keep things simple or you're dreaming of scaling to a team, I'll show you exactly which systems to focus on first.Remember, there's no "right" way to structure your business. I work with clients who want to serve hundreds of people AND those who want a streamlined business that gives them more freedom. This episode will help you identify which systems actually matter for YOUR specific vision.By the end, you'll understand how to:Convert leads efficiently (without living in your DMs)Serve clients excellently (while gradually removing yourself from the day-to-day)Retain clients longer (with strategic touchpoints that feel personal but don't drain your time)Resources from this episode:Previous episode: Revenue Ready OffersWant to dive deeper into my Systems to Scale Audit? That's where we'd map out your exact client flow formula together. You can DM me "scale" on Instagram to learn more!Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of Beyond the Systems podcast, I chat with Bridget James Ling, the Freedom Queen and queen of million dollar movements. Having attended her Freedom Queen Live event in November 2024, I was excited to dive deeper into what makes a movement truly work and how Bridget has built hers.Bridget shares her journey from quitting her New York City job in 2020 and booking a one-way ticket to Costa Rica, to building a multimillion-dollar business centered around community. We explore the fundamental difference between a coaching business and a movement—where a movement has "a soul of its own" and creates a self-compounding mechanism that brings people together toward one shared vision.We also discuss:How Taylor Swift has created a movement (Swifties!) while other talented artists may just have businessesWhy in-person events like Freedom Queen Live create deeper connections and transformational results for attendeesThe exciting updates for Freedom Queen Live 2025 (November 20-23), including specialized sessions focused on ads, funnels, and even a new "Freedom King" session for menBridget's business systems approach: balancing "passive channels" (like email sequences and podcast content) with "active channels" (live programs)How Bridget's simple, templated systems allow her to launch programs in just 20 minutes that would take others weeksWhat struck me most was Bridget's emphasis on building community and belonging. As she puts it: "When someone feels like they belong, they're never going to leave. And when someone feels like they belong and they're seen and heard, they can get a transformation that is far bigger than if they just bought into someone's coaching business."If you're building an online business and want to create something that moves beyond just transactions, this conversation will inspire you to think differently about community, connection, and creating your own movement.Resources from this episode:Freedom Queen Live 2025 (November 20-23)More about Bridget James Ling:Bridget James Ling, known as the "Freedom Queen", is a business mentor and community builder who helps ambitious women create businesses with both purpose and profit.After quitting her corporate job in New York City in 2020, Bridget booked a one-way ticket to Costa Rica where she met her now-fiancé and began building her multimillion-dollar business. Drawing from her community-centered upbringing, she created Freedom Queen—a movement rather than just a coaching business—that focuses on connection, belonging, and transformation.Beyond her business success, Bridget is passionate about helping women step into their authentic power and build movements that move people toward shared visions, rather than simply selling coaching services. Her straight-talking, no-nonsense style resonates with entrepreneurs who want to make "a disturbing amount of money" while creating meaningful impact in their communities.Connect with Bridget James Ling:Website: www.freedomqueen.comInstagram: @bridgetjameslingConnect with Sam:Website: https://www.systemswithsam.com/services Instagram:

In this episode of Beyond the Systems, I'm diving into the often overwhelming world of metrics and data tracking for your business. If you've been avoiding metrics altogether or feel like you're drowning in spreadsheets without any real insights, this episode is for you! I'll share my practical approach to metrics tracking, how to identify which numbers actually matter for your business, and how to use that data to make better decisions without sacrificing your creativity. Whether you're just starting with metrics or looking to realign your focus, I'll walk you through the simple questions that will help you track the right data to grow your business.What You'll Learn:Why the data itself isn't overwhelming—it's what you do with it that can beHow to identify your "money-making metrics" that directly impact your bottom lineThe three key questions to ask yourself to determine what you should actually be trackingHow to build a simple tracking system that gives you actionable insightsWhy setting realistic goals requires understanding your conversion ratesHow I approach metrics tracking with my own clients (and in my own business)Resources from this episode:Free Metrics Tracking Template: Grab the exact metrics tracking template (be sure to make a copy) I use with all my clients.Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

This week I sit down with Laurie Stirling, business leader of the year and operations expert with over 20 years of entrepreneurial experience. Laurie shares her journey from graphic designer to web developer to business coach, and how she landed a role as a Clockwork coach by boldly "shooting her shot" with an email.We dive deep into how creative entrepreneurs can identify their bottlenecks, scale strategically, and create stability despite unpredictable cash flow. If you're feeling maxed out on time, struggling with work-life balance, or wondering which areas of your business to delegate first, this episode is packed with actionable advice to help you buy back your time and focus on being the talent in your business.Laurie breaks down different scaling strategies that actually work for creative entrepreneurs, from finding the right support staff to developing frameworks that allow you to transfer trust to your team. She also shares brilliant financial tips for creating stability when income fluctuates, including her "one month ahead" budgeting approach that has helped countless business owners sleep better at night."Business is different. Don't approach everyone the same and just say, just do this same model that worked for my last client. It's different for everyone, different personalities." - Laurie StirlingResources from this episode:Laurie's Bottleneck QuizBook recommendation: Clockwork by Mike MichalowiczBook recommendation: Profit First by Mike MichalowiczMore about Laurie Stirling:Laurie Stirling is a seasoned entrepreneur with 20 years of experience and an award-winning business coach specializing in helping creative entrepreneurs scale their businesses without being overwhelmed. Laurie works with business owners who are the talent behind their success but have hit maximum capacity and can't step away without losing revenue. With her expertise in strategic planning, team building, and process automation, Laurie coaches clients to extract their unique skills, refine their intellectual property, and delegate effectively, so they can grow their business and still take time for themselves. As a certified Agile business analyst and winner of the 2024 Global CFO Business Award for Strategic Planning Business Leader of the Year, Laurie is passionate about helping overworked entrepreneurs regain balance while continuing to expand.Connect with Laurie Stirling:Website: https://www.lauriestirling.com/Instagram: https://www.instagram.com/laurie.stirling/ Linkedin: https://www.linkedin.com/in/lauriestirling/ Facebook: https://www.facebook.com/lauriestirlingconsulting/Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Episode Description: In this episode, I'm joined by my business bestie and Influencer OBM Academy co-founder, Alex Porterfield. We dive deep into how the online business landscape is shifting from bloated teams to lean, strategic operations—and what that means for you as an OBM or VA.If you've been wondering whether you're a VA or an OBM because you're doing both roles, you're not alone. We discuss why the lines between these roles are blurring, how to position yourself in this changing market, and most importantly, how to price your services accordingly so you don't undervalue your expertise.Alex and I share candid thoughts about:The shift from big teams to lean teams in the online spaceWhy certifications shouldn't be your safety net (and when courses actually help)Moving from hourly rates to retainer packagesGetting comfortable with premium pricingThe mindset shifts necessary to become irreplaceable to your clientsThis conversation is perfect for service providers who are ready to step into their power, own their unique value, and create a role that's customized to their strengths rather than trying to fit into outdated boxes.Resources from this episode: Sign up for our Influencer OBM Academy Open House (March 17-21): More Info Here!Alex's previous episode on the podcast: How to Pivot and Book Out Your Services as an Influencer OBMMore about Alex Porterfield:Alex is an experienced online business manager, specializing in providing strategic support for multi-6- figure influencers and women entrepreneurs. With her deep understanding of the digital business landscape and her passion for helping others succeed, Alex has become a sought-after business coach, trainingwomen on how to become successful virtual assistants and online business managers. Alex's signature programs, Influencer Support MethodTM and Influencer OBM AcademyTM have helped 40+ women around the world achieve their entrepreneurial dreams. Through these programs, Alex provides comprehensive training on everything from the influencer industry and how to strategically support Influencers to project management and team leadership, giving her students the tools they need to build thriving onlinebusinesses.Connect with Alex:Website: http://influencersupportmethod.comInstagram: @itsalexporterfieldTikTok @itsalexporterfieldConnect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this bonus training, I break down what makes an offer truly scalable and how to build an offer suite that supports the lifestyle you want.What You'll Learn:The 5 key elements that make an offer scalable (automated onboarding, systemized delivery, clear boundaries, repeatable processes, and minimal customization)Why automated onboarding is crucial for psychological readiness to scaleHow to calculate your effective hourly rate for each offerThe spectrum of scalability from digital courses to custom 1:1 servicesPractical steps to identify bottlenecks in your current offersWant support breaking through the bottlenecks in your business? I have a few spots open for my Systems to Scale Audit. It's a 90-minute session where we'll look at your current offers, map out your scaling strategy, and build your custom client journey automation map. You'll walk away knowing exactly what needs to be built for you to scale without working more hours. Book your spot here: https://systemswithsam.com/systems-scale-audit/

Episode Description: In this episode of Beyond the Systems podcast, I'm diving into how I've been intentionally using AI in my business for the past six months—and it has completely changed the game! I was super skeptical at first (thinking AI would either take over my job or be useless), but a major mindset shift happened when I started seeing AI not as replacing a person but as enhancing tasks I was already doing.I'm breaking down the three main areas where AI has transformed my processes: content creation, client work, and team management. You'll discover how I went from spending 3-5 hours per week creating content for just Instagram and my podcast to producing twice as much content (Instagram, LinkedIn, multiple weekly emails, podcast, and blog posts) in under 2 hours!I've found that AI works best when you already have established systems and a clear brand voice. That's why I'm sharing exactly how I built my knowledge base in Claude AI, how I repurpose my podcast content across multiple platforms, and why starting with what's already taking up most of your time is the perfect entry point for implementing AI.That moment when I realized I didn't have to choose between consistency and time freedom was game-changing. Now I can maintain my content schedule even during busy client weeks without sacrificing quality or burning out.If you've been curious about practical, realistic ways to incorporate AI into your service-based business, this episode gives you the exact roadmap I've followed to save 5-10 hours every single week!Resources from this episode: 10 AI Podcast PromptsPodcast Systems BlueprintClaude AI (claude.ai)Fathom AI (fathom.video) - AI note-taking tool for Zoom callsRiverside (riverside.fm) - Podcast recording platform with AI featuresLoom AI - For creating SOPs from video recordingsConnect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this week's episode, I sit down with Lena Sesardic, a business and life mentor who shares her incredible journey of completely transforming her life and business in late 2023. From working in tech as a product manager to becoming an online entrepreneur during COVID, to her latest chapter of "blowing up her life" and moving to Mexico, Lena opens up about the messy middle of pivoting and finding yourself again.We dive deep into what it really looks like to build a true freedom business - not just the highlight reel, but the uncomfortable periods of uncertainty, self-doubt, and reinvention. Lena shares candidly about her experience letting go of a successful coaching business, taking a complete break, and trusting herself to build something new. We discuss how being authentic in your content creation has supported her through multiple business pivots, and why she believes entrepreneurs need to stay adaptable, especially with the rising impact of AI.This conversation is perfect for service providers feeling stuck in their business model or anyone craving permission to evolve their business in alignment with their desires. You'll hear honest insights about:- The reality of major business pivots and how to navigate the uncertainty- Why authenticity in content creation matters more than ever- The importance of allowing yourself grace while still maintaining forward momentum- How AI is reshaping the online business landscape and why staying adaptable is crucial- Building a diverse income stream and thinking beyond traditional online business modelsResources from this episode: Please note any resources that need to be shared in the show notes.More about Lena Sesardic: Lena is a freedom business & life mentor who is on a mission to show women that's it's safe and GOOD for them to put their full selves out there by going first. She lives & breathes authentic content that speaks straight from your soul and loves to empower women to make bold AF moves that attract dream clients & create their dream life.Connect with Lena Sesardic:Website: http://www.lenasesardic.comInstagram: @contently_lenaTiktok: @contently_lenaLinkedIn: https://www.linkedin.com/in/lenasesardic/Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Episode Description: In this episode, I break down why your tech stack might be simpler than you think. Whether you're currently running your business straight from your inbox or drowning in a sea of disconnected tools, I'll show you how to build the essential foundation you actually need.I share the real talk about why the transition from $5k to $15k months is such a crucial turning point in your business systems. Most entrepreneurs I work with hit this wall around $8-10k months - that's when you realize manually managing everything isn't sustainable anymore, but you also don't need 40 different tools to scale.You'll learn:Why more tools doesn't equal better systems (and when to keep it simple vs. when to upgrade)The four core tech foundations every $15k month business needsHow to avoid the common mistake of choosing tech before having systems in placeMy grocery store analogy for tech shopping (because we've all made the mistake of shopping hungry without a list!)Plus, I get real about why revenue can be a helpful indicator of your systems needs - not because of the money itself, but because it tells me how much you've got on your plate and whether you're ready to refine your processes.Resources from this episode: Free Tech Stack ChecklistConnect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of Beyond the Systems, I interview Josh Haynam, co-founder and CEO of Try Interact, a platform for creating quizzes. We explore how quizzes have evolved from simple personality tests to powerful tools for meaningful customer engagement. Josh shares how the quiz landscape dramatically shifted in 2024, moving away from viral "what shrimp are you?" style quizzes to more intentional, value-driven experiences that help solve specific problems.Some key moments from the episode:"Things change slowly and then all at once" - Josh perfectly captures how quiz marketing transformed in 2024. The days of 5-question viral Buzzfeed-style quizzes are over. Today's successful quizzes create personalized journeys through your content and expertise.Josh breaks down an excellent example of a modern quiz - an English language assessment with 13 thoughtfully crafted questions that demonstrates the creator's expertise while mapping to specific pain points. Each result delivers a customized content journey addressing the quiz-taker's exact needs.When asked whether quiz creators should focus on being positive/affirming or pointing out what's wrong, Josh reveals that in 2025, people overwhelmingly want quizzes to identify their problems first. As he notes, "If you don't start by acknowledging that something is off, I'm not going to listen to you."The conversation dives deep into the psychology of asking questions and why many businesses overcomplicate quiz creation instead of simply recreating their most helpful customer conversations.For business owners considering adding quizzes to their marketing mix, Josh emphasizes that successful quizzes sit at the intersection of three elements: a compelling topic (like personality or spirituality), personal relevance to the individual taking it, and a clear connection to your business offerings.Together we discuss the rise of branching logic quizzes - while they require more backend work (sometimes mapping out 128 different possible outcomes!), they deliver an almost magical experience where just 4-5 targeted questions can lead to pinpoint accurate results.As Josh shares, nothing beats personal conversations for conversion rates. Only turn to automation tools like quizzes when you've had enough customer interactions to truly understand the journey.This episode is perfect for business owners looking to understand how quizzes can create meaningful connections with their audience while delivering real value. Josh's conversation provides both strategic insights and practical tips for creating quizzes that resonate in 2025's more intentional digital landscape.Resources from this episode: TryInteract: https://get.tryinteract.com/systemswithsam if you sign up free you can get a free quiz strategy callMore about Josh Haynam: The co-founder and CEO at Interact, a software for creating list building quizzes. Since co-founding the company in 2013, Josh has worked with the world's leading brands on quizzes ranging across every industry and use-case imaginable.Connect with Josh Haynam:Website: http://tryinteract.comInstagram: instagram.com/tryinteractLinkedIn: linkedin.com/in/jhaynamConnect with Sam:Website: https://www.systemswithsam.com/services Instagram:

Episode Description: In this episode of Beyond the Systems podcast, I dive deep into Standard Operating Procedures (SOPs) – the secret weapon for scaling your business and building an efficient team. Learn how to create SOPs that actually work, eliminate constant team communication bottlenecks, and set your team up for success.Key Takeaways:SOPs are not boring – they're your business's operational lifelineReduce team communication back-and-forth by creating clear, detailed proceduresUse tools like Loom and AI to streamline SOP creationBe extremely specific in your documentation to prevent team questionsResources from this episode:Loom (screen recording tool)Claude AI or ChatGPT (for SOP drafting)SOP Template (available through Systems to Scale Audit)Surprising Insights:Team building is one of the hardest challenges in online businessMost entrepreneurs have never been formally trained in team managementSOPs can transform your team's efficiency and your stress levelsRecommended Next Steps:Start documenting your core business processesUse screen recordings to capture exact workflow stepsCreate detailed, specific instructions for each procedureConnect with Sam:Website: https://www.systemswithsam.com/servicesInstagram: https://www.instagram.com/systemswithsam/LinkedIn: https://www.linkedin.com/in/samwhiz/Want to Go Deeper? I offer a Systems to Scale Audit where I help you map out core business systems and identify exactly where you need SOPs. Limited spots available, click here to learn more.

Beyond the Systems - Episode 63: From Scuba Instructor to Lead Gen Expert: Mills Gray's Journey to Helping Service Providers ThriveWant to level up your lead generation game without feeling sleazy or overwhelmed? In this episode, I sat down with Mills Gray, a business coach with 16+ years of experience who helps service providers create stacked offer strategies and attract their dream clients.After running a painting holiday company (think luxury art retreats) and diving deep into marketing, Mills found her sweet spot helping service providers and practitioners get visible and grow their businesses. And let me tell you – her approach is refreshingly practical.Key takeaways from our chat:Why splitting your week into thirds (lead gen, selling, serving) is crucial for avoiding the feast-or-famine cycleThe power of collaborations for organic growth (and why they beat posting 3x/week on Instagram)How to create lead magnets that actually work (spoiler: it's not about making 40-page ebooks)Why your cold audience needs different content than your warm audienceReal talk about systems and automation (and why Mills is "marrying" Claude AI)Mills dropped some truth bombs about why service providers often resist change (even when they're burning out) and shared her surprisingly simple approach to content creation and repurposing.Listen in for practical strategies you can implement today to grow your business without working 40+ hours a week serving clients. Plus, Mills shares her secret weapon for creating hooks that actually stop the scroll (because apparently not everyone wants our freebies... who knew?).Find Mills on Instagram @mills_gray and check out her podcast "Soul Leaders" for weekly 10-15 minute marketing tips.And hey – if you're struggling with systems and automation like Mills admits to (hello, abandoned ClickUp account), let's chat! I help service providers streamline their businesses so they can focus on what they do best.Resources from this episode:https://millsgray.kartra.com/page/minimindMore about Mills Gray:Mills has been a business owner for over 16 years. A coach and mentor focusing on helping service providers create a stacked offer strategy, attract dreamy af clients and step into their ceo era. A retreat host, podcast host and all round cheerleader:A mum of two teens, two naughty dogs and lover of cold water swimming. Connect with Mills Gray:Website: http://www.millsgray.comInstagram: @mills_grayConnect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I'm diving into a super interesting client case study about a fitness coach who came to me totally maxed out with managing over 20 one-on-one clients.She loved her work and her clients, but was drowning in admin tasks and couldn't even think about taking on another client, let alone launching the group program she dreamed about for 2025. I break down exactly how we transformed her chaotic Google spreadsheet situation into a streamlined system that actually works. Here's what we covered:Why her business was actually more scalable than she thought (hint: it's all about how you structure your offers!)The three-phase solution we implemented to help her get her sanity backMy "clean house" approach to systems (because trying to grow a messy business is like inviting people over to a cluttered house - sometimes you need to tidy up first!)The real reason why task-switching is killing your productivity (and what to do about it)I also share my thoughts on why randomly creating SOPs isn't always the answer (even though it feels productive - I see you trying!) and what to do instead.This episode is perfect for you if you're:A service provider or coach feeling overwhelmed by client managementSomeone who loves 1:1 work but wants to make it more sustainableReady to stop working IN your business and start working ON itSometimes the most scalable solution isn't a fancy new tool or automation - it's just getting really clear on your systems first.Listen in to hear the full breakdown of how we turned this overwhelm into opportunity, and maybe grab a few ideas for your own business while you're at it!Want expert eyes on your systems? I do a limited number of Systems to Scale audits each month - Click here to learn more about working together!Resources from this episode:Don't let your systems sabotage your scale: Book NowConnect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of the Beyond the Systems podcast, Madison Tinder talks about her journey in transitioning to a membership model as her main business offer. She shares her experiences, challenges, and strategies for successfully growing her membership community, emphasizing the importance of structure, engagement, and the role of social media platforms like TikTok in driving growth. The conversation highlights common mistakes made in membership models and offers actionable insights for those looking to create or improve their own memberships. In this conversation, Madison shares her insights on managing and marketing memberships effectively. She emphasizes the importance of setting boundaries, taking time for launches, and focusing on problem-solving rather than just community. She discusses her commitment structure for memberships, the expansion of her offerings, and the systems she uses to manage her business. The discussion provides valuable takeaways for anyone looking to start or improve their membership-based business.TakeawaysMadison pivoted to a membership model after years of high-ticket offers.She focused on making her membership the signature offer of her business.The transition allowed her to grow a community and scale her membership.TikTok became a crucial platform for marketing and growing her audience.Engagement in memberships comes from structured pathways and not just community interaction.Many memberships fail because they lack a clear curriculum or pathway for members.The importance of fun and engaging activities in memberships.Personalized check-ins help keep members engaged and remind them of their commitment.It's essential to set boundaries in membership support to avoid burnout.Offering extra value in memberships can foster a stronger community. Great boundaries are essential for managing membership engagement.Taking time for membership launches is crucial for success.Understanding what you offer inside the membership is key.Community should be seen as a byproduct of the membership experience.Memberships must solve ongoing problems for members.A minimum commitment period helps ensure member engagement.Trial memberships often lead to cancellations without commitment.Selling community alone is no longer effective in marketing.Expanding offerings can enhance business growth.Simple systems can streamline membership management.More about Madison Tinder:Madison is a business mentor & marketing educator who focuses on helping multi-passionate entrepreneurs build personal brands that help them grow their businesses. She ran an e-commerce business for 5 years and has hosted 7 retreats around the US. She is the host of Out Of This Niche Podcast and Multi-Passionate School Of Business community.Connect with Madison Tinder:Website: http://www.madisontinderllc.comInstagram: @madison.tinderTikTok: @multipassionatemadisonConnect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn:

In this episode of Beyond the Systems, I discuss the five hidden tech gaps that can hinder the scaling of group programs. I emphasize the importance of having proper systems in place to manage client onboarding, community engagement, scheduling, and client tracking. By addressing these gaps, coaches and service providers can create a more efficient and effective group program experience, ultimately leading to better client satisfaction and business growth.TakeawaysScaling requires proper systems in place.Many coaches struggle with transitioning from one-on-one to group models.Automation can alleviate administrative burdens.A messy onboarding process can lead to client dissatisfaction.Community management is crucial for group program success.Clear expectations in onboarding can reduce overwhelm.Shared calendars streamline scheduling for group calls.Tracking client progress is essential for scalability.Using the right tools can fill tech gaps effectively.Continuous improvement is key to successful group programs.Resources from this episode:Download the tech stack checklist: https://systemswithsam.com/tech-checklist/ Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I'm breaking down how to move away from a calendar full of 1:1 calls without sacrificing your high level support. Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, Gina Knox shares her journey from a background in design to becoming a financial coach for entrepreneurs. Gina discusses the importance of strong financial foundations for small businesses, the common pitfalls entrepreneurs face, and the significance of tracking financial data to ensure profitability. She emphasizes the need to focus on current problems rather than future uncertainties and provides actionable advice for separating personal and business finances. She shares her insights on managing business finances effectively. She emphasizes the importance of separating personal and business finances, maintaining a structured approach to working capital, and understanding the roles of gross profit in business operations. Gina also discusses the significance of having efficient systems in place to manage clients and automate processes, highlighting the use of technology like Airtable to streamline operations. The conversation serves as a guide for entrepreneurs looking to improve their financial management and operational efficiency.TakeawaysFinances can be overwhelming for entrepreneurs.Tracking financial data is crucial for business success.Many entrepreneurs ignore their financial data, missing out on potential profits.Sales alone is not a sustainable business plan.It's important to solve current problems rather than future uncertainties.Separate business and personal finances to avoid complications.Successful businesses track their expenses and ROI on marketing strategies.Understanding your financial data can lead to better decision-making.Coaching can be a powerful tool for entrepreneurs to improve their financial literacy.Gina has helped her clients save millions and build wealth portfolios. Don't open too many bank accounts; keep it simple.Working capital should be used and replenished constantly.Save for taxes monthly to avoid last-minute scrambles.Pay yourself consistently as if you were an employee.Your gross profit must cover taxes, personal pay, and debt repayment.Evaluate your expenses regularly to identify what's not working.Consider your offers as full-time and part-time jobs for better focus.Buffering in business indicates unresolved problems.Automate client management to reduce overwhelm.Use technology to track client data and improve efficiency.More about Gina Knox:Gina Knox is a financial coach for entrepreneurs with variable income and the host of the Small Business, Big Money Podcast. She teaches entrepreneurs how to create strong business foundations by paying off business debt while saving for taxes and paying themselves well in her 12 month program Small Business Money School, then she helps her clients create a 7 figure wealth portfolio with her mastermind 7 Figure Wealth. Over her career as a coach Gina has helped her clients save over 8 million dollars in their businesses, and build wealth portfolios worth over 14 million dollars.Before becoming a money coach, Gina was a small business researcher for QuickBooks for 5 years where she investigated the books of over 400 companies globally.Connect with Gina Knox:Website: http://ginaknox.coInstagram: instagram.com/ginaknoxResources from this episode:http://www.instagram.com/ginaknox https://ginaknox.co/podcast

In this Bite Size Systems episode, I'm sharing how I'm taking taking time for the holidays and the two key pieces to think about when planning your holidays. Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of the Beyond the Systems podcast, I discuss the challenges of scaling a business beyond 10K months. I emphasize the importance of having effective systems in place to support growth and share insights on identifying when systems are breaking. I outline three critical shifts needed for scaling success: enhancing client experience, optimizing the tech stack, and building a lean team. The episode concludes with an invitation for listeners to engage in a systems audit to identify gaps in their processes.TakeawaysYour systems may be holding you back from growth.The transition from 10K to 50K months requires refined systems.Automated onboarding is crucial for scaling.A jumbled tech stack can hinder your business operations.Client experience should remain consistent as you grow.You need to document processes for team efficiency.Identify where you are leaking money in your systems.Personal touches can enhance automated processes.A lean team can be more effective with clear documentation.Prepare your business for growth before it happens.Resources from this episode:Systems Scale Audit: https://systemswithsam.com/systems-scale-audit/Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Feeling the end of the year overwhelm? Here's what you can do today to help you prioritize and get shit done. Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Laurie, a career wing woman, shares her experience using LinkedIn to promote her business and build a supportive community. She started using LinkedIn in 2018 and found that her clients were active on the platform. She emphasizes the importance of being authentic and engaging with others on LinkedIn. Laurie recommends posting three to five times a week, with a mix of personal and business-related content. She also suggests engaging with other people's posts and using the search bar to find and connect with like-minded individuals. When it comes to sales content, she advises finding a balance between personal and promotional posts. Laurie Macpherson shares her approach to LinkedIn content creation and building a community. She emphasizes the importance of knowing your target audience and embodying your authentic self in your content. Laurie recommends focusing on quality over quantity and using personal stories and testimonials to build credibility. She also discusses the use of features on LinkedIn, such as articles and premium features, and shares her favorite system, Trello, for managing clients and content. Laurie's main takeaway is to post good content, connect with people, and not worry too much about the rest.Takeaways: LinkedIn is a valuable platform for business owners to promote their work and build a community.Authenticity and engagement are key to success on LinkedIn.Posting three to five times a week with a mix of personal and business-related content is recommended.Engaging with other people's posts and connecting with like-minded individuals is important for networking on LinkedIn.Finding a balance between personal and promotional posts is crucial for effective sales content. Know your target audience and embody your authentic self in your content.Focus on quality over quantity and use personal stories and testimonials to build credibility.Utilize features on LinkedIn, such as articles and premium features, strategically.Use a system like Trello to manage clients and content effectively.Post good content, connect with people, and don't worry too much about the rest.More about Laurie Macpherson:Laurie is a career wing woman who helps smart women to find the role that they love at the salary that they deserve. Since 2019, she has helped hundreds of women to find jobs that suited their lifestyle, paid them well and fitted with their purpose. To promote her work she started using LinkedIn back in 2018 and has built up a fun, friendly and supportive community on there (yes, really!) She now teaches others to do the same too to help them to connect with their ideal clients and partners.Connect with Laurie Macpherson:Website: https://www.lauriemacpherson.com/Instagram: _laurie_macphersonLinkedIn: www.linkedin.com/in/lauriemacResources from this episode:https://go.lauriemacpherson.com/SignupforLinkedIntipsandpromptsReady to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now:

I share the biggest mistake I made in 2024 and how I plan on moving in 2025. Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I discuss strategies to avoid launch burnout, particularly during live launches. I emphasize the importance of having systems in place for content creation, documenting processes, and automating tasks to streamline the launch experience. By implementing these strategies, entrepreneurs can reduce stress and enhance productivity during launches.TakeawaysAvoiding launch burnout is crucial for sustainable business growth.Live launching can be easier with the right systems in place.Content creation should be efficient, reusing past successful materials.Documenting processes helps in maintaining clarity and creativity during launches.Automation can save time and enhance client experience during launches.Having a content hub allows for better planning and execution of marketing strategies.Regularly reviewing past launches can inform future strategies and improvements.Effective onboarding processes can reduce client questions and enhance satisfaction.Creating a streamlined launch process can lead to more successful outcomes.Investing time in systems now can save significant stress later.Resources from this episode:Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this Bite Size Episode, I share how I structure my week to work 20 hours or less. Book mentioned: 10x is Easier than 2xResources from this episode:Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus bonus training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, Nicola Charlotte, an online business coach, shares her journey from corporate job to entrepreneurship and discusses the power of organic content and strategies for converting high-ticket clients. She emphasizes the importance of mindset, strategic planning, and storytelling in organic marketing, as well as the shift from following trends to leading conversations. The conversation also explores the balance between business growth and personal freedom. The conversation explores the concept of achieving freedom in business and lifestyle by redefining mindset, time management, and strategic planning. It emphasizes the importance of prioritizing tasks, setting boundaries, and finding balance to create a sustainable and fulfilling business. The discussion also delves into the significance of combining mindset work with strategic planning for business success.TakeawaysThe journey from corporate job to entrepreneurship is often driven by a lack of fulfillment and a missing sense of purpose in the corporate world.Organic marketing requires a focus on specific pain points, desires, and storytelling to create a fuller picture of the impact on the client's lifestyle.The shift from following trends to leading conversations in marketing requires confidence and self-belief in one's expertise and offerings.Balancing business growth with personal freedom involves making shifts in the business to avoid burnout and create more space in life. Freedom in business and lifestyle is achieved through a combination of mindset work, time management, and strategic planning.Prioritizing tasks, setting boundaries, and finding balance are essential for creating a sustainable and fulfilling business.Combining mindset work with strategic planning is crucial for achieving business success and maintaining a healthy work-life balance.More about Nicola: Nicola has +4 yrs of experience helping digital founders & female entrepreneurs to grow & scale their businesses from $2-3K months to +6 figures, from a place of confidence, ease & fulfillment.She believes we deserve to have a thriving business we love, alongside the financial abundance AND time to have our dream freedom-based lifestyle.With a background in Sales & Marketing, managing multi-million pound accounts, to now running a +6 figure business, Nicola helps clients elevate their entire online growth strategy, introduce more sophisticated sales processes, achieve confidence with converting high ticket & confidently grow their dream business.Host of the Greater Freedom Podcast, travel lover & big foodie!Connect with Nicola:Website: http://www.nicolacharlotte.comInstagram: @nicolacharlottecoachingResources from this episode:Download Nicola's Client Generating Content system training if you want to close more sales & attract more inbound inquiries through your content: https://www.nicolacharlotte.com/content-to-clientsDiscovery call 1:1 or find out more about my MastermindReady to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with...

In this quick bite size systems episode, I am sharing my 3 step process to troubleshoot any tech issue. Resources from this episode:Last chance to join the Scalable Sales Bootcamp Live Round: https://systemswithsam.thrivecart.com/scalable-sales-bootcamp/Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of the Beyond the Systems podcast, I explore the concept of scalable offers in business. I discuss the common misconception that only digital products or online courses are scalable, emphasizing that various business models can achieve scalability. I outline key components necessary for creating a scalable offer, including clarity, consistency, and pricing strategies. I share case studies of clients who successfully scaled their one-on-one coaching, masterminds, and online courses, highlighting the importance of team support and automation.TakeawaysScalability is not limited to digital products.Clarity and consistency are crucial for scalable offers.Customized offers are less scalable than standardized ones.Consider team support to manage increased client loads.Automation can help streamline processes for scalability.Differentiate between one-on-one and group support in offers.Coaching models can include co-coaches for better scalability.Masterminds can benefit from guest experts to reduce pressure.Online courses require strong team support for client engagement.Prepare systems in advance to handle growth effectively.Resources from this episode:Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, Franny, the owner of Elevate Her Marketing, shares her journey of starting a digital marketing agency while living abroad in Portugal. She emphasizes the importance of building a marketing ecosystem that grows with your online business. Franny explains that a marketing ecosystem consists of various systems, including traffic generation, lead acquisition, engagement, selling, and tracking/analyzing. She highlights the value of running Facebook and Instagram ads to drive traffic and gather data, but emphasizes that ads are just one part of the overall marketing strategy. Franny also recommends using project management tools like ClickUp to automate and streamline processes.Takeaways:Building a marketing ecosystem is essential for the growth and sustainability of an online business.A marketing ecosystem consists of various systems, including traffic generation, lead acquisition, engagement, selling, and tracking/analyzing.Running Facebook and Instagram ads can drive traffic and provide valuable data, but ads are just one part of the overall marketing strategy.Using project management tools like ClickUp can automate and streamline processes, freeing up time for higher-level tasks.It's important to focus on optimizing and improving existing systems rather than constantly chasing new strategies.More about Frannie: Frannie's a Cape Cod native living in Portugal running her fully-remote, digital marketing agency, Elevate Her Marketing. EHM's mission is to elevate the income of women all over the world so they can have the power & freedom to live the life of their dreams.Connect with Frannie:Website: https://elevatehermarketing.com/Instagram: IG: https://www.instagram.com/elevatehermarketing_/Resources from this episode:Ad Results Calculator: https://elevatehermarketing.com/facebook-ad-results-calculator/Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this quick episode, I share two questions to ask yourself when you're planning for 2025. The Scalable Sales Bootcamp is NOW OPEN! This the perfect program if you're ready to scale your group program in 2025. The live round starts November 11th. Learn more here: https://systemswithsam.thrivecart.com/scalable-sales-bootcamp/ Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of the Beyond the Systems podcast, I discuss the essential steps to determine if you are ready to scale your signature program. I outline the importance of having a scalable offer, a consistent onboarding process, and the foundational systems in place to manage client capacity effectively. I emphasize the need for clarity and consistency in offers, the significance of a seamless onboarding experience, and the preparation required to seize opportunities for growth. The episode concludes with an invitation to join my challenge in the System Society to enhance your program's systems and processes.TakeawaysYou need to have a scalable offer.Everyone should go through the same onboarding steps.Your onboarding process should match your price point.This is a systems problem, not a mindset problem.You need systems in place to hold more clients.Preparation meets opportunity for success.You should be ready for unexpected opportunities.Having a scalable offer is crucial for growth.A seamless onboarding process enhances client experience.Join the System Society for support in scaling.Resources from this episode:Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Sharing the answers to these recently asked systems questions: How do I know if my systems are working for me?How can I find a good tool and not get overwhelmed? what is a CRM, and do I need one?Resources from this episode:Join The Streamline to Six Figures Challenge - a free, 3-day event designed to help you build the scalable, automated systems needed to take your group program to the next level.https://systemswithsam.com/challenge/ Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

Jess Dahl shares her journey from being a hairdresser and fitness coach to becoming a purposeful business and life coach, co-founder of a nonprofit, and a published author. She discusses the pivotal moments that led her to seek deeper meaning and purpose in her life, leading to a series of pivots and alignment with her true calling. Jess emphasizes the importance of a morning practice and staying grounded in physical, mental, emotional, and spiritual well-being. The conversation covers topics related to self-care, mental health, burnout, and creating space in life. It also delves into the importance of knowing oneself, finding balance, and making a difference in the world. The guest, Jessica, shares insights about her nonprofit organization, Wholeness Journey, and how it empowers individuals to make a positive impact.TakeawaysThe journey of self-discovery and purposeful living often involves pivotal moments that lead to deep reflection and questioning of one's path.A morning practice that encompasses physical, mental, emotional, and spiritual well-being is essential for staying grounded and aligned with one's true purpose.Navigating pivots in life and business requires a strong foundation of self-belief, trust in a higher power, and a deep sense of purpose.Creating space for unexpected opportunities and connections while maintaining a structured framework for personal growth and alignment is crucial for a fulfilling and purposeful life. Prioritizing self-care in the morning sets the tone for the day.Creating space in life allows for the unexpected and opens the door to new opportunities.Knowing oneself is essential for making a positive impact in the world.Finding balance is about understanding the seasons of life and adapting to them.Empowering others to make a difference is a powerful way to create lasting change.More about Jess Dahl: A purposeful business & life coach for women to align with themselves & their business through 1-1 coaching & masterminds, she's a published author, podcast host on the Say Yes Anyway Podcast, and co-founder of a non-profit called, Wholeness Journey- A yoga retreat/service trip, whose mission is bringing healing, identity, wholeness & purpose to women, children & families who have been affected by trauma, human trafficking and ultra impoverished locally & globally by yoga and wellness practices, art therapy, storytelling and empowerment experiences.Random fact, she is half Spanish with an Asian middle name , MiYeon, and when she was 11 years old, she sang with Celine Dion on stage at her concert at the Key Arena in Seattle.Connect with Jess Dahl:Website: http://jessdahl.com & https://wholenessjourney.org/Instagram: @jessdahl_ , @wholenessjourneyResources from this episode:https://calendly.com/jessdahl/45minTo set up a strategy call- in order to find out next steps that's best for you in your life! Whether personal, business- desiring an experience, retreat, or coaching container- I will support!Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now:

In this Bite Size Systems Episode, I'm sharing my three takeaways from going to Las Vegas to help my bestie, Alex Porterfield, host her first retreat. Resources from this episode:Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I discuss the five common mistakes made when launching or scaling group programs. I emphasize the importance of proper planning, automating onboarding processes, having strong contracts, maintaining effective communication, and keeping engagement high throughout the program. By addressing these areas, program creators can enhance the client experience and achieve better results.Takeaways:Group programs can scale your business effectively.Rushing a launch can lead to chaos and missed opportunities.Automating onboarding enhances the client experience.Contracts are essential for managing expectations and risks.Effective communication fosters community and support.Engagement is crucial for maintaining momentum in programs.Prepare for engagement dips and have strategies in place.A calm launch energy can improve client trust.Always have a strong contract to protect your business.Automation can save time and improve efficiency. Ready to scale your group program to six-figures? Join my 3 day challenge, Streamline to Six Figures, to learn how to automate and elevate your group program without the tech headaches. Sign up now: https://systemswithsam.com/challenge/

In this Bite Size Systems Episode, I share 4 ways you can change up the typical Black Friday launch and make it your own. Resources from this episode:Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

LorieAnn, owner and CEO of Profit Priority, discusses the importance of bookkeeping and understanding finances for business growth. She shares her journey of starting her own accounting firm and the struggles she witnessed in entrepreneurship. LoriAnn emphasizes the need for entrepreneurs to have a clear understanding of their numbers and make decisions based on accurate financial information. She advises against relying solely on bank account balances and highlights the importance of looking at past and future cash flow. LoriAnn also provides tips for simplifying bookkeeping and recommends hiring a bookkeeper or finding a system that works for you.Takeaways:Bookkeeping and understanding finances are essential for business growth and making informed financial decisions.Entrepreneurs should have a clear understanding of their numbers and avoid making decisions based solely on bank account balances.Hiring a bookkeeper or finding a system that works for you can simplify bookkeeping and provide clarity.Contractors and full-time employees have different implications and financial considerations.Having a team of employees can provide more control and flexibility in the business.Tools like ClickUp, Slack, and Google Workspace can help with organization and communication in the business.More about LoriAnn:LoriAnn is the owner and CEO of Profit Priority, a boutique accounting and fractional CFO firm helping creatives go from unsure to unstoppable when thinking about their finances.With over 8 years of experience in accounting and small business finance, she has the insight and experience to help you up-level your business while removing the stress and burden of managing your finances. Whether you are just starting out or you have been in business for years, her mission is to help creatives feel peace about their numbers while growing their profit and confidence. Business aside, LoriAnn is really just a midwest gal obsessed with running, reading, iced coffees and spending time on the farm with her two little kiddos.Connect with LoriAnn:Website: https://www.profitpriority.co/Instagram: @profitpriority @loriannkuntz.coResources from this episode:https://www.profitpriority.co/deductionshttps://www.profitpriority.co/cashflowReady to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

I've been in business for 5 years now! In this episode, I'm sharing my 5 biggest lessons I've learned so far. Resources from this episode:Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I discuss the basics of automations and how to get started using them in your business. I emphasize the importance of having a system and process before implementing automations. I talk about three main areas where automations can be helpful: marketing systems, sales, and team management. I provide examples of automations within each area, such as email funnels, checkouts, and project management tools. I encourage starting small with automations and my automation starter kit for further support.TakeawaysAutomations are tools that remove manual input and streamline processes in your business.Before implementing automations, it's important to have a system and process in place.Automations can be used in marketing systems to nurture leads and provide a seamless onboarding experience.Sales automations are crucial for making the buying process easy and efficient.Team management automations can help streamline tasks and improve productivity.Start small with automations and gradually expand as you become more comfortable.Consider using tools like email funnels, checkouts, and project management tools to automate various aspects of your business.Resources from this episode:Ready to start automating your online business? Check out my Automation Starter Kit for only $9 - https://systemswithsam.thrivecart.com/automation-starter-kit/ Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this conversation, I chat with Andrea Elibero about the importance of pivoting in business and how to do it strategically. We emphasize that pivoting doesn't mean giving up on your current service but rather elevating your offers and shifting your audience. We also recommend giving yourself six months to bring everything together and work towards your end goal. We also discuss the concept of unique magic, which refers to the activities that bring you joy and come easily to you. We highlight the need for systems and processes to support your business and prevent burnout. TakeawaysGive yourself permission to change and grow in your business.Have clarity on your dream life vision and align your business with it.Listen to your intuition and take intentional action.View every step as a playful experiment and be open to pivoting.Create space for yourself to reflect and make decisions. Pivoting in business doesn't mean giving up on your current service, but rather elevating your offers and shifting your audience.Give yourself six months to bring everything together and work towards your end goal.Identify your unique magic, which refers to the activities that bring you joy and come easily to you.Implement systems and processes to support your business and prevent burnout.More about Andrea Elibero:Andrea Elibero is a business coach and scaling strategist for solopreneurs. She is fiercely passionate about empowering solopreneurs to intentionally grow and scale mission-driven businesses that celebrate their unique magic and support their dream lives through embodiment, coaching, strategy, and implementation so they can live the aligned laptop lifestyle of their dreams.Connect with Andrea Elibero:Website: https://www.dancingleafsolutions.com/ Instagram: https://www.instagram.com/soulfulbizcoachandrea/TikTok: https://www.tiktok.com/@soulfulbizcoachandreaLinkedIn: https://www.linkedin.com/in/andreaelibero/Resources from this episode:Grab Andrea's free guide empowering service pros to dream big, intentionally scale, and live fully as you grow beyond 1:1 clients. In this free guide you will get a mapped out & clearly explained breakdown of the service pro growth pathways to scale your business beyond 1:1 retainer clients, and the tools & exercises you need to do the inner work to create an aligned scaling path unique to your magic. Download now: https://www.dancingleafsolutions.com/roadmap/ Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. Download Now: systems-with-sam.ck.page/seven-figure-systemsReady to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram:

In this episode, I share my four-step system for managing a podcast in about one hour per week or less than five hours a month. I emphasize the importance of having a clear process and outline the steps involved in creating a podcast system, creating a podcast home, using automations and tools, and outsourcing tasks. By implementing these strategies, I've made podcasting easy and consistent, spending less time and energy on it.TakeawaysCreating a clear process and system for podcasting can make it easy and consistent.Having a podcast home, such as using project management tools like ClickUp, can help manage all aspects of the podcast.Leveraging automations, tools, and templates can save time and streamline the podcasting process.Outsourcing tasks like editing and social media management can further reduce the time and effort required for podcasting.Resources from this episode:Join the Scalable Marketing Mini Mind to build out your short and long form content systems! More info here: https://systemswithsam.thrivecart.com/marketing-systems-mini-mind/ Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. Download Now: systems-with-sam.ck.page/seven-figure-systemsGet access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. Join us now: https://www.skool.com/the-systems-society/about Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ ​​LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, Izzy Stevens shares her journey from being an actress to becoming a business coach, emphasizing the importance of mindset, authenticity, and community in business. She discusses the power of one, the impact of personal branding, and the significance of mindset in business success. The conversation covers the topics of personal branding, embodying uniqueness in business, mindset around selling, and her method for content creation. It also delves into the challenges of balancing multiple roles and the importance of self-care in business. The discussion emphasizes the power of relatable and authentic content in driving engagement and sales.TakeawaysThe power of one: Focusing on the impact on one dreamy human rather than chasing numbers or algorithmic success.Authenticity and personal branding: The importance of showing up authentically and resonating with your audience.Mindset and business success: The role of mindset in overcoming self-sabotage and achieving business success.Community and engagement: Building a community and engaging with your audience to create meaningful connections.Social media and visibility: Leveraging social media to share authentic stories and connect with your audience. Embodying uniqueness in business and personal branding is key to attracting the right clients.Mindset around selling is crucial, and reframing selling as self-care can lead to a more positive approach.The Storio method for content creation involves sharing relatable personal experiences, discussing work-related topics, and capping it off with a personal touch.Balancing multiple roles in business requires intentional daily actions and systems to support productivity and growth.Authentic and relatable content is powerful in driving engagement and sales, emphasizing the importance of being real and imperfect in business.Self-care is essential for business success, and it involves taking care of oneself, creative pursuits, community, sales, and clients.More about Izzy Stevens:Izzy Stevens is an accomplished actor, award-winning director, and 6-figure business coach. She's dedicated to giving freedom-driven entrepreneurs her million-dollar mindset shifts & zesty strategic marketing upgrades so they can work less and make more.With over a decade of experience working in film and television, Izzy has become a go-to expert for entrepreneurs looking to enhance their visibility and brand storytelling strategies to attract dream clients.Izzy's work has been featured on Netflix, Amazon Prime, ABC Network, and Fantastic Fest, and in publications such as Popsugar, FOX5, and Film Daily. Connect with Izzy Stevens:Website: http://indiespunk.com Instagram: https://www.instagram.com/indiespunk/ Resources from this episode:Get access to Izzy's Telegram feed breaking down 3 pieces of content that made me $13K, how I formulated the messaging in it, and why it worked. Sign Up Now: https://indiespunk.myflodesk.com/smc Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. Download Now: systems-with-sam.ck.page/seven-figure-systemsReady to start building scalable systems in your...