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In this latest episode, Mustansir Saifuddin is joined by Barry Sjostedt and Julea Ferrera to take a look back at what has transpired since SAP SAPPHIRE 2024. Was it all hype or was the conference content applicable to clients and partners like them? Listen in for an engaging conversation on what still resonates months later and suggestions for organizations on how to navigate the SAP ecosystem and leverage conferences like SAP SAPPHIRE. Julea Ferrera is the Founder of J. Ferrara Consulting Solutions, Founding Director of Techqueria x MKE and is on the America's SAP User Group WI Board of Directors. She has worked in Business Transformation as a Technofunctional consultant in a variety of different companies globally throughout the years promoting lean process and operation excellence through community impact. Barry Sjostedt is a Business Operations Consultant specializing in Finance and Organizational Excellence, having collaborated with numerous global organizations to drive lean processes and optimization through innovative technology solutions. His expertise spans various business areas, uniting teams for enhanced collaboration and future success. LinkedIn: https://www.linkedin.com/in/barrysjostedt https://www.linkedin.com/in/juleaferrera https://www.linkedin.com/showcase/midwest-tech-week/ https://www.linkedin.com/in/asug https://www.linkedin.com/company/techqueria-x-mke https://www.linkedin.com/company/isolutionpartners https://www.linkedin.com/in/mustansirsaifuddin X : @mmsaifuddin IG:@asug365 @midwesttechweek Learn more at www.isolutionpartners.com   Episode Transcript: [00:00:00] Mustansir Saifuddin: Welcome to Tech Driven Business brought to you by Innovative Solution Partners. Now that several months have passed since Sapphire 2024, I invited Barry Sjostedt and Julea Ferrera to share their insights on the post Sapphire landscape, including the role of AI and best strategies for navigating the S4 journey. [00:00:26] Listen in for the customer and service provider viewpoints to see how your team can stay ahead in the ever evolving SAP ecosystem. [00:00:38] Welcome you both. How are you? [00:00:40] Julea Ferrara: Doing pretty good. [00:00:43] Thank you for having us. [00:00:45] Barry Sjostedt: Yeah. Good seeing you both again. [00:00:48] Mustansir Saifuddin: I know we were all at Sapphire back in June and it was a great event and I thought, Coming out of the event I wanted to take this opportunity to talk about [00:01:00] the experience and the reality. You know, that's what I wanted to cover in this show because I think it's always good to look back and see where we have come and where we are heading in the future. [00:01:12] There are a few observations that I would like to share with you both and then like to open it up for your take on. How have you seen things unfold over the past couple of months and where do you see the direction in the future? So I know that the Sapphire event itself this year was full of learning and networking and it was great. [00:01:33] And it was filled with opportunities as well as it was a bit of an overload of information as you can tell by the amount of information being shared and a lot of different things that were happening during the conference. Now, if I look back, it is in our rearview mirror. I think this is time that we talk about and revisit what we got out of Sapphire and see what resonates with different [00:02:00] people. [00:02:01] Just like you, who touch the SAP ecosystem. Coming back to some of the content. Sapphire, we focused on Gen AI. That was like the the theme that was going on in different sessions, different conversations, and on the show floor, in the presentations, and those networking events. [00:02:20] Gen AI, Juul, You know, SAP talked about some key partnerships with their hyperscalers like AWS, Google, NVIDIA, Microsoft. I mean, you name it, right? We also talked about CleanCore, what that means, and a lot more. So, I know there was a lot of things were covered. And based on my experience, I would say some folks even thought that it was a lot of hype. [00:02:47] So, that brings me to you both, and, this conversation today. And I'd like to start with what did you get out of the show and where do you think we are heading? So, let me start with you, Julea. You know, when you left Sapphire, [00:03:00] what was top of your mind? And what was your first action step after coming out of the conference? [00:03:06] Julea Ferrara: I first went to honestly, LinkedIn, and I'm a part of BTP a lot of group sessions shared groups on there to kind of understand, like, different polls. A lot of people put a lot of different polls out there to understand the five different pillars with BTP and where we're at, and 100 percent across the board was on AI. [00:03:28] These last few weeks, since Sapphire, it's been again, a big thing around the AI aspect. I think, yes, there's a lot of hype around it, which is exciting. But as much as I love A. I. I still believe we have to tell the A. I. what to do. So it's what I see missing is people having those general conversations in the S. [00:03:50] A. P. space of how do we do that? What do we work with to do that? A lot of amazing tools. The problem is I don't think people understand like where to [00:04:00] go to get everything set up. So , I realized the importance of all working with all these partners and vendors to get, to understand and having really the ASUG network, the ASUG pre conference conversations were great to help you get [00:04:15] those things set up for your data processes for the AI to work. Barry, what did you think? [00:04:23] Barry Sjostedt: Yeah, I mean, it was a lot. I think, you know, going in there from a focus standpoint, you kind of almost had to know what you were looking for. My feeling is cloud is really the big initiative. I was trying to learn a little bit more about their positioning, you know, what they're really truly trying to accomplish. [00:04:43] And, you know, at the end of the day is my strategy aligned with theirs? My view of it is slightly different from yours, from, you know, you're a customer, whereas I'm trying to assist the customer. So of course I had that slightly different view. AI, [00:05:00] I think. It's AI is more of in its infancy. [00:05:05] It's here. It's evolving. It's quick and it's going to happen faster. So what they laid out is Kind of more as this is what's to come but we know having worked in the space for quite some time. It's It's really not super efficient today, and I agree with you. Where are the resources going to come from where? [00:05:28] They're already trying to look for resources for people to transition and still transition over from ECC to S4. So from my perspective, we're looking, you know, at where SAP is going, and more importantly, where are organizations going? What's most important to them? Who's going to what sessions? [00:05:51] As are they in the same sessions I'm in and who's in the sessions that are in, let's say cloud facing or cloud alignments, you know, and what's more [00:06:00] important to them. Because what's important to you is different than what's important to another organization. And let's say, you know, not all Molson Coors, but let's say something in a you know, a small manufacturer. [00:06:17] So there's a big difference there, and I think it's layered. [00:06:21] [00:06:21] Julea Ferrara: Yeah, you do have a great point. The one thing I have learned by going to Sapphire over these years is everybody tends to take their IT department. And you have a little bit more understanding of, like you said, Barry, Hey, we're more concerned about the cloud aspect. [00:06:40] When companies, customers send their people there, they need to send more of their business teams out there, business process teams, and that's not really happening. So the biggest encouragement I offer is you need to have more of your business functioning teams [00:06:56] to attend because they hear, they hear all these [00:07:00] hype words and around AI, they're ready to go. They don't realize that we have to still do all this work. Ahead of time. And there that's the gap that I see is people don't understand, okay, you have this available. This tool can do all this stuff for us. And I see a lot of different industries keep buying the tools and tools and tools, but they don't understand all the data and all the business processing that needs to be done with that for that automation to work. [00:07:30] So. My biggest takeaway for any customer and send more business functioning groups to those conversations. Sapphire being that. [00:07:40] Barry Sjostedt: That's such a great point. It really is, working with all different aspects of businesses. And this is not just kind of in this circumstances, but just, you know, from years of experience. [00:07:52] There is such a vast difference between the person who's in IT, who gets the complete and total understanding of, how it works, [00:08:00] and how I'm gonna put it into your system, to the individual actually using it, and is it functionally sound for their day to day. And it's almost, you know, sometimes I feel that the representatives that they send to some of the shows, it becomes that telephone game, when they get back to the organization and say, "I saw the coolest thing ever." And then the person sitting at the desk saying, yeah, but only one aspect really kind of helps me. [00:08:27] It's great. But overall for the organization, does it fit the need for where we're going not just daily, but in the future? How are we going to accomplish that? So, yeah, I mean, that's a great point. I enjoy meeting several different people from several different areas. And I think that's kind of where I think I really like more from an ASUG point of view. [00:08:50] When you start to get a little bit more granular in some of the smaller shows, you get to meet the users and understand where their difficulties is in that chain of how it can [00:09:00] go up and it can benefit the organization as a whole and not just one instance. [00:09:06] Mustansir Saifuddin: You both made a great points on this particular conversation. [00:09:11] One thing that I've seen, and this is what is going to persist going forward, especially when we are transitioning from the current environment customers are in, either you take your ECC environment or on prem or whatever the current situation is from their ERP to their data and analytics to any of the technology that they're currently using in their organization is having that path available to them. [00:09:38] You know, having that advisory kind of role, someone who is capable of understanding their current landscape and then walking them through the path to the new technology, to the generative AI type of discussions because the path has to be clear. Because you're not jumping to the [00:10:00] new technology, you know, in the next move. [00:10:01] You're going through those steps to make sure that you are getting to the destination in a way that is helping and benefiting the business, right? In the end of the day, a customer is looking at ways to make sure their systems are running flawlessly. You know, their path to technology and future trends is aligned with what their business strategy is. [00:10:24] That brings me to my next question So Sapphire is in the back view mirror now. A couple of months into it and the dust has kind of settled down How has your outlook changed since you left Sapphire? Barry, I would like to start with you this time. [00:10:41] Barry Sjostedt: For me, my outlook hasn't changed a lot . Having, you know, done a little bit of research prior to going to Sapphire and what we were looking to accomplish. [00:10:54] It's really kind of the same thing. My follow up from the show and the outlook [00:11:00] is, I'm a little bit more focused on some of the, the technology, obviously cloud was being one of them for us. The onset of BTP and trying to roll out the different portions of what they're, you know, trying to make it bigger and better, but really it's much of the same. [00:11:20] How am I going to be able to help organizations and align with their strategies? And really try to help them to make these moves. I mean, we, you know, we've made mention, you know of some of the the people having to move over, whether it's just to S4 or being a part of the Rise journey, or Hana cloud for that matter, How can I help be a value and a benefit for the organizations to make these moves? I always turn back to my past experience of just working in operations. Operations is costly for [00:12:00] groups. It's a cost. How do you defray that cost? How do you make that cost as small as possible to help the profitability in the future? [00:12:08] How can I make, that process more lean and a more efficient, saving more money for them to make this upgrade. Because these upgrades are costly. And that's what we see a lot of is, our focus is solely on this. And it's like, yeah, however, if you have terrible process today here, you can upgrade, but you've just upgraded to another terrible process. [00:12:36] And you just paid a lot more money to do a terrible process. So again, it's getting that mindset. So for me, not a lot has changed in that aspect. I think it's just more of understanding what the messaging is and also aligning with the organizations to make sure they understand what the messaging [00:13:00] is and is it being, is it being relayed from that show to Julea, just like you said, to your business people, to your end users. [00:13:10] If I'm at a slightly larger organization and I'm going to send people down to Sapphire, I'm going to have that mindset of a divide and conquer. And I am going to pick, do you know what I mean? Three groups. I'm going to have an IT, I'm going to have a finance, I'm going to have an end user group. [00:13:28] Do you know what I mean? And I'm going to say this is what I would like to find out. And then All three groups collaborate when they get back. What did you find out? What did you learn? And then once you do that, I think you're really on the path to making the best decision moving forward. [00:13:45] Do we do this? And in what order do we do this? What is most financially advantageous to the group? So we're prepared not only today, but we're prepared for tomorrow when we have to make yet another jump or do we do [00:14:00] it incrementally? That's smart. [00:14:02] Mustansir Saifuddin: That makes sense. [00:14:03] Julea, what's your take on it? I mean, have you seen any change in your perspective after this couple of months? [00:14:11] [00:14:11] Julea Ferrara: Generally, you don't. Again, it's all hype. It goes back to more the cloud perspective and automating. Different aspects and going to the AI route because again not everybody understands that you're putting additional costs onto the problem you already have of upgrading and everybody's too worried about the maintenance side of things. [00:14:33] Instead of fixing the issue right now, everybody's more focused on the tool . The business sees, Hey, you have all these awesome tools. They push and the business gets what the business wants. They have the money. They can say , Hey, I want these tools. And then you have these complicated webs. [00:14:50] I liked the point that you said, bring your finance person, bring your business person. People forget, is bring your data people . Your data people need to be a [00:15:00] part of these conversations. That is one group I do not see a lot of, data people. Yeah, maybe on the analytics side, but you need your master data governance team there. [00:15:10] I think security is another one. [00:15:13] Mustansir Saifuddin: Thank you for sharing your thoughts on that. This is very good to hear the two perspectives. And that was the whole idea of this conversation was to get what you have seen from your point of view, and then how it has progressed since that event happened. [00:15:29] So from your purview, where do you see SAP customers heading when it really comes to this S4 journey we all talking about and a 2027 deadline from SAP? [00:15:39] Julea, what's your take on it? I mean, this is coming up quickly. [00:15:44] Julea Ferrara: Yeah. I see a lot of people scrambling. Again going back, they just, what do we do? Are we taking all the initial steps that we need to, all the checks and balances ahead of time? It kind of goes back to what [00:16:00] I'm previously referencing is people are scrambling. [00:16:03] They're focusing on the tool to get it done and not really understanding that they need to be more involved. And this is where I plug in the ASUG: ASUG plug is even part of your S. A. P. membership is the customer excellence team that you can tap into to help you. And that's where my recommendation seeing those pre conferences, I was like: if you want to work with bigger, like Deloitte and Accenture and EY, to help navigate these things, you still need small providers to come in, to really understand your landscape a little bit more, to help guide those teams. [00:16:41] Those are the disconnects I'm seeing, and I think if you get the mapping and all that stuff done ahead of time, you're in, you're aware of what maintenance fees and stuff. People are there to guide you through all that. And not enough customers know about those benefits. [00:17:00] As being a part of an ASUG membership where you're amongst a group of all these subject matter experts who can guide you, you know, it's, it's full of customers, partners, and vendors, not everybody realizes that. [00:17:13] I mean, I'm still. Been trying to get that out as a champion myself. [00:17:18] Mustansir Saifuddin: That is great. [00:17:20] Barry Sjostedt: Well, pressure's on, isn't it? Right? I mean, that clock has been ticking. There's been that push and I think that some of the early adopters obviously had some pains and let's also remember COVID was slammed right in the middle of this. [00:17:38] So I know that they went from, and correct me if I'm wrong, I think it was 2025 was the original date. I think they're two years out considering the COVID and I don't know if that's enough. The last time that I checked, I want to say that there were still 68 percent of [00:18:00] organizations still on ECC. [00:18:01] I could be wrong on that number you know, obviously, but that's quite a bit. So now we're going to have this mad dash in two years. My concern becomes resources. These organizations if they're not adopting earlier and stuff, are they doing the right thing? Piggybacking off what you said Julea too is you know I couldn't stress enough of using, you know organizations like the ASUGs and the education. And more importantly the peer to peer contacts and I can't tell you how many people I have talked to here in the new england chapter. Use the people who have already moved over. [00:18:39] What approach, what would they do different? If they had to do it over again, spend time on this, clean up this, don't do this. And there I agree again, Julea, it's just that I think that the smarter organizations are taking a step back, they're taking a look and doing just kind [00:19:00] of what I said before. [00:19:02] Thanks. What we have internally. Clean up. I mean the clean core concept is really kind of what I was talking about a little bit more about being lean. let's clean up what we have now clean up some dead data clean up some stuff that we have to do so when you actually make that transition You're not bringing over junk. [00:19:23] You're actually starting and think about the cost and I mean we promote that a lot here. As we're doing our projects, is that working with a documentation, organization, and optimization that we do is if we can assist you to clean up that whole entire area within your documentation, you're not bringing that stuff over. [00:19:46] I mean, I know we've saved organizations hundreds of thousands of dollars in just migrations and think about that. That can go to what you're moving over. This is just one small piece, one small [00:20:00] area of your SAP ecosystem. Think about where else you can clean up. So again, I think that the smarter organizations are really taking a harder look at that move and what makes sense. [00:20:11] And does it make sense if I'm going to do just do S4? Do I do S4 cloud? Do I do it all at once? And how do I do that and how do I go about it? So. Yeah. I think really organization is the key and communication is really big, internally and externally, and who works best for your organization. [00:20:33] You have some of these larger groups, they might be more suited to work with you. But there are a lot of smaller groups that need kind of more boutique, more hand holding, more understanding, and more experience in that area. Someone working on a multi billion dollar corporation, might not be the best fit for a smaller organization. [00:20:58] You know what I mean? That's revenue under a [00:21:00] hundred million. And there are all different levels for that. I think it's going to be interesting to see over the next couple years. I'm starting to see a smaller shift kind of on my end from an interest standpoint of I think that people are learning from the smaller groups and that peer to peer contact. And I actually couldn't encourage that enough from my end. And Julea and Mustansir and we're being part of these organizations is where you kind of get the most benefit. [00:21:25] Talking to each other, get an understanding. And it's amazing how willing people are to help each other in this capacity. I really enjoy that part of the, the group of the organization. [00:21:37] Mustansir Saifuddin: Yeah, totally agree. [00:21:39] Julea Ferrara: I've seen different industries who rely on SAP education to only be in the IT department. You talk to business departments and they're like they solely rely on IT creating the documentation, putting everything together, and really not going [00:22:00] in to do transactional work or understand what they're doing versus they're relying on the reports that are coming out. And my biggest takeaway to customers, the ones that are successful is you have SAP education throughout your whole organization. [00:22:18] Not just your IT department. So if you're doing integrated business planning, it needs to be a part of the whole integrated business planning teams conversation to, like you said, Barry, going back to that documentation, cleaning up the data, cleaning up the process to then move it all over. The hard part is people don't know how to educate others. [00:22:44] And that's why we have great groups like ASUG. I said, you don't have to leave the company to learn other best practices. So focus on educating your people and having that organizational change management process set there for [00:23:00] everyone. [00:23:00] Mustansir Saifuddin: I think that's a great takeaway, I think, from both of you, and you touched upon it, right? [00:23:03] I mean, it's all about peer to peer education, just learning and utilizing the resources available to you to be more prepared before you get on the journey. And the journey is going to be challenging for folks who have not gone through all the work that you folks mentioned about doing the homework, cleaning up, getting your house in order. [00:23:24] All those things are important for you to be successful in this journey, right? And I know we covered a lot today. What would be one key takeaway that you would both want our listeners to leave with? Julea, please start from your perspective. [00:23:38] Julea Ferrara: I know a lot of people are going in the AI route and we're talking data, process and then, big key takeaway is utilize the networks that you have, to come together, share. When it comes to the A. I. aspect of it all: to have the greatest prompting you can. Describe your [00:24:00] scenarios as descriptive as possible when you are building out the AI for these tools. If you leave things very blank, if you leave things very from the box add your operations to that, consider your operational changes, consider the process, and then consider what the software does. [00:24:22] Cause you can customize to that and utilize the SAP excellence center, utilize ASUG. Get some smart, smaller partners in to understand your landscape. If you're a big company to help get those SOWs going in the right direction that work for you and you're not just putting money out the door and out the door and out the door. And you're creating more webs of Disarray, focus on those avenues and I think you'll do, you know, do do really well. [00:24:54] Mustansir Saifuddin: Great. Barry, what's your take? [00:24:57] Barry Sjostedt: I can't stress enough the [00:25:00] peer to peer, partner, collaboration, communication network. I think that's the most helpful. People like to talk about their accomplishments. People like to talk about what works, their successes and how it works. The more you get to know people and the more you kind of get yourself out there and you get more in these groups, you know, they're not afraid to talk about, yeah, we tried this and it didn't work. [00:25:29] And they explain why. Then that relationship continues. And between reading and trying to collaborate on linkedin, which I try to use a fair amount. I try to share as much as I can so that people can learn more about their space . Whether it's the people that I follow or the people that I am connected with I think there's a lot of value in there. But again, it's that research And I agree with you Julea. [00:25:52] It's just vetting out What is best for your organization? What I've seen a lot of is that you have organizations that [00:26:00] come in and say, Oh, don't worry. We have that. We have that solution for you. That's in our portfolio. Well, great. [00:26:09] Does it work? Do you know what I mean? Like, you know, it's great that you have it in your portfolio, but is it a right fit for us today? At the end of the day, if you actually have something in mind and you have a project in mind, take a step back and say," Hey what are the best ones out there right now?" [00:26:26] And let's look at three, four, five and find the best fit with your organization. You know what I mean? We're a good fit for you as you are for us because that means we're setting you up for success. [00:26:39] We're a valued partner and we're going to move forward with you. And I think oftentimes it gets lost because people are trying to sell. People are trying to put stuff in there. It's all great if I put something in your system, But if a year or two later, it doesn't work, [00:26:54] it's bad. It's bad for both of us. Bad for business. Bad for reputation. And it doesn't work. That's [00:27:00] no good. So the combination of that peer to peer contact and understanding and having a true understanding Of your organization and what fits best for your needs for your groups and that comes with communication and collaboration. [00:27:13] Julea Ferrara: I say there's a lot of as for supply chain groups. There's a lot around the finance groups. There's the latest and greatest, and that's where I'm getting a lot of my information from. So I suggest customers do the same as well. Go in those groups and learn, like you said, peer to peer. [00:27:30] Barry Sjostedt: Well, you know, and that's funny. When you mention the latest and greatest here, it's great, right? You take a look at it, and is it a good fit for you today, right? Maybe not. But I think the key is, is that by looking at the different organizations, who is set up the best for you to make that move. [00:27:45] So if you are in fact on ECC today and you want to fix it, is that next step for you S4 and will that solution or that particular idea move over to S4 in an easy [00:28:00] transition.. Or is it more of a, well, since you're going on this version, the next version is going to be twice as expensive to make a move. [00:28:08] And I see that a lot too. Whereas, you know, and it's nice part about stuff that we will do here is that it doesn't matter what version you are on and it's an easy transition. You can just bring everything over once you're ready to move. And I feel that's a true valued partnership. Is that we're, we're looking to move forward with your roadmap and we are aligned with all versionings of SAP. [00:28:33] There's that nice collaboration, right? We're collaborating with the organization. But we're also just going to be right along with the roadmap. If they're going to move forward, we have the capability of moving forward with you and it's not at an outstanding cost. A better ROI at the end of the day. [00:28:50] And ultimately that's what you want. You got to look hard at that. [00:28:53] Julea Ferrara: Yeah. What people don't do is discuss the how together. [00:28:58] Barry Sjostedt: Right. Yep. [00:29:00] No, that's exactly right. [00:29:02] Mustansir Saifuddin: I think this is great and great takeaways from both of you and I think that this is where the real value comes in from sharing this kind of format with listeners so they can get, Hey, what is really out there and what should be focusing on in order for me to be successful in my organization and in the future I want to move forward to. [00:29:24] Thank you again both of you for joining the session and it's been a great conversation. Look forward to talking to you in the future Thank you again for joining us today. [00:29:34] [00:29:34] Mustansir Saifuddin: Thanks for listening to Tech Driven Business brought to you by Innovative Solutions Partners. Barry and Julia shared their unique perspectives to give a 360 view of SAP Sapphire. As we heard from both of them, the key to success in navigating the SAP ecosystem lies in collaboration, [00:30:00] communication, and a focus on business processes. [00:30:03] Don't hesitate to leverage the resources available within the SAP community and seek guidance. from experts when needed. We would love to hear from you. Continue the conversation by connecting with me on LinkedIn or X. Learn more about Innovative Solution Partners and schedule a free consultation by visiting isolutionpartners.com. 

Send Gwendolyn a Text Message!Are you an ambitious entrepreneur who constantly experiences frustration and inefficiency because your business systems just aren't cutting it? In this episode, we're diving deep into the sexiness of business systems—yes, you heard that right!This episode is all about avoiding some common pitfalls that can hinder your business's growth and operations. Whether you're a seasoned business owner or just getting started, understanding how to optimize your business systems is crucial.In this episode, we cover:The importance of customizing your business systems to fit your unique needsWhy employee training is crucial when introducing new systemsHow to plan for scalability in your business systemsThe critical role of data security measuresThe necessity of regular updates and maintenance for your business systemsBy customizing solutions, prioritizing team training, embracing scalability, enhancing data security, and staying proactive with updates and maintenance, you can position your business for lasting success. Ensure your systems grow with your business and make your operations more efficient.Whether you're a seasoned business owner or just starting, understanding and optimizing your business systems is crucial for success. Grab your favorite beverage, settle in, and let's dig into strategies that will help you avoid these common pitfalls and lead your business toward greater efficiency.What business system changes have you implemented to ensure your operations run smoothly? Share your successes and challenges with me on Instagram, Facebook, or LinkedIn!Mentioned Links & ResourcesStop being overwhelmed and let your clients get back to having the best of you.Book your complimentary discovery call!Connect with GwendolynWebsiteFacebookLinkedInInstagram Thanks for joining me on this episode of Leading Behind the Scene! If you enjoyed this episode, please leave a review on Apple or Spotify to help me reach even more entrepreneurs ready to make their moves.

Send Gwendolyn a Text Message!Are you a service-based entrepreneur ready to revolutionize your business operations and scale to new heights? In this episode, I'll share practical tips and strategies on properly implementing business systems, ensuring that your operations run smoothly and efficiently. We'll chat about everything from assessing your initial needs and setting clear objectives to involving your team and monitoring progress.This episode is for you if you've ever faced challenges in streamlining your processes and maximizing operational efficiency. Whether you're a six-figure CEO or a service-based entrepreneur ready to scale up, today's discussion will provide you with actionable steps to implement business systems successfully.In this episode, we cover:Assessing your business needs to identify pain points and bottlenecksSetting clear objectives to guide your system selection and implementationInvolving your team to leverage their insights and secure their buy-inChoosing the right systems that align with your business goals and industryProviding comprehensive training to minimize resistance and maximize benefitsRunning pilot programs to fine-tune integration before full-scale implementationMonitoring, evaluating, and adapting your systems to ensure continuous improvementProper implementation of business systems isn't just about adopting the latest tools. It's a strategic process that aligns technology with your business's unique needs and goals. By following a structured approach—assessing needs, setting objectives, involving your team, and continuously monitoring and adapting—you'll create an efficient, scalable, and successful business operation.So, what business systems are you considering implementing to boost your operations? Come share your thoughts and experiences with me on social media!Mentioned Links & ResourcesStop being overwhelmed and let your clients get back to having the best of you.Book your complimentary discovery call!Connect with GwendolynWebsiteFacebookLinkedInInstagram Thanks for joining me on this episode of Leading Behind the Scene! If you enjoyed this episode, please leave a review on Apple or Spotify to help me reach even more entrepreneurs ready to make their moves.

Send Gwendolyn a Text Message!Do you ever feel overwhelmed by the myriad of tasks required to keep your business running smoothly? Maybe you're constantly playing catch-up and wish you could streamline your operations. Automation is essential for any modern business aiming for efficiency and growth. In this replay episode, I'll share five powerful automation strategies that will help you save time, minimize costs, and increase customer satisfaction. From automating your contacts and marketing to streamlining your scheduling and e-commerce processes, this episode is packed with actionable insights you won't want to miss!This episode is for you if you're a service-based entrepreneur looking to save time, reduce costs, and scale your business effortlessly with the power of automated solutions. Whether new to automation or looking to refine your current systems, these strategies will offer you practical tools to elevate your business operations and save valuable time.In this episode, you will:Identify the importance of automation for business efficiencyDiscover the five key business areas to implement automationLearn how to select and utilize appropriate automation toolsUnderstand the importance of evaluating and refining current processes before automationI hope you enjoyed this replay episode and that you can take away how important it is to effectively use automation to dramatically optimize your business operations. By carefully selecting and implementing the right tools, you can save time, reduce costs, and enhance customer and client satisfaction. Automation magnifies your operational efficiency when applied correctly, so it's crucial to refine your current processes before diving in.How are you using automation tools in your business? Come share with us on socials!Stop being overwhelmed and let your clients get back to having the best of you.Book your complimentary discovery call!Connect with GwendolynWebsiteFacebookLinkedInInstagram Thanks for joining me on this episode of Leading Behind the Scene! If you enjoyed this episode, please leave a review on Apple or Spotify to help me reach even more entrepreneurs ready to make their moves.

Why it was selected for "CBNation Architects": In this episode of CEO Podcasts titled "Business Operations Consultant Specializes in Client Processes", the guest is Melissa Morris, a highly skilled Business Operations Consultant. Melissa's Background: Blessed with a decade's worth of experience in client management, she has made herself indispensable to service-based business owners who are looking to streamline and automate their operations. Her area of specialty includes client onboarding, management, and offboarding systems. Acknowledgments: Her expertise has been acknowledged in reputed platforms such as INC Magazine and Keap Business Success Blog, where she shares insights on efficient client management processes. In addition, she has been featured on renowned podcasts like Boss Mom and The Sassy Strategist. The Impact of her work: Melissa's work revolves around one key benefit - to free business owners from the constant sense of being overwhelmed. Through her efforts, they can work ON their business, not just IN their business - a key difference that allows for growth and scalability. Check out our CEO Hack Buzz Newsletter--our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!   Previous Episode: https://iamceo.co/2019/09/19/iam402-business-operations-consultant-specializes-in-client-processes/

Join Joyce Johnson and Guest Speaker Vanessa Cortez as they talk about why other entrepreneurs are not transparent about what it takes to be successful.About the Speaker:Based in Fort Lauderdale, Florida, United States, Vanessa is a Business Operations Consultant and VA Agency Owner who provides complete operation services helping business owners identify areas of opportunities for efficiency and organization for long term growth.There is a change of direction on this series #Reel2Real!  Vanessa asked if she could interview me to discuss Authenticity in business marketing and sharing.  I had to keep it #real sometimes I wake up tired that's true Entrepreneurship!Fast forward to 3:45 to hear my response to "Why  entrepreneurs not transparent about their success?  Why the #reel to get rich but not keeping it #real on how to get there?"5:40 Defining expectations of oneself - #sucess looks different for everyone.We hope you enjoy this three-part series with two intro questions / sessions before diving in.  We keep it Real!Please comment and share!  Thank you for listening.  Resources MentionedJoyce Johnson's WebsiteJoyce Johnson's FacebookJoyce Johnson's InstagramJoyce Johnson's TwitterJoyce Johnson's LinkedInJoyce Johnson's YouTube

Join Joyce Johnson and Guest Speaker Vanessa Cortez as they talk about why do social media lacks authenticity especially in the business space. About the Speaker:Based in Fort Lauderdale, Florida, United States, Vanessa is a Business Operations Consultant and VA Agency Owner who provides complete operation services helping business owners identify areas of opportunities for efficiency and organization for long term growth.There is a change of direction on this series #Reel2Real!  Vanessa asked if she could interview me to discuss Authenticity in business marketing and sharing.  I had to keep it #real sometimes I wake up tired that's true Entrepreneurship!Cultivating relationships is key in Entrepreneurship. We hope you enjoy this three-part series with two intro questions / sessions before diving in.  We keep it Real!Please comment and share!  Thank you for listening.  Resources MentionedJoyce Johnson's WebsiteJoyce Johnson's FacebookJoyce Johnson's InstagramJoyce Johnson's TwitterJoyce Johnson's LinkedInJoyce Johnson's YouTube

Join Joyce Johnson and Guest Speaker Vanessa Cortez as they talk about on how business owners should be examples for up and coming entrepreneurs about the importance of authenticity, real vs trends and reels.About the Speaker:Based in Fort Lauderdale, Florida, United States, Vanessa is a Business Operations Consultant and VA Agency Owner who provides complete operation services helping business owners identify areas of opportunities for efficiency and organization for long term growth.There is a change of direction on this series #Reel2Real!  Vanessa asked if she could interview me to discuss Authenticity in business marketing and sharing.  I had to keep it #real sometimes I wake up tired that's true Entrepreneurship!Knowing who you are and as Oprah would say "knowing where you want to go" is important.  Sometimes we get distracted but stay the course.   Believe in something greater than oneself - whatever "it" is!Fast forward to 5:00 to hear about my experience with a company leader not thinking I was authentic enough.  For who?  What he was looking for vs what he received.  7:36 Define what authentic means to you.13:17 Sometimes we ask what are we teaching at home.  Truth is often, we need to remember what we were taught at home.  Stand on your foundation to lift you. 15:17 Leave things better than you found them.18:06 Play Happy!21:00 Family and entrepreneurship!25:10 Get up, Show up, Follow up!  Why - Great things take time...We hope you enjoy this three-part series with two intro questions / sessions before diving in.  We keep it Real!Please comment and share!  Thank you for listening.  Resources MentionedJoyce Johnson's WebsiteJoyce Johnson's FacebookJoyce Johnson's InstagramJoyce Johnson's TwitterJoyce Johnson's LinkedInJoyce Johnson's YouTube

Kyle Livingston is a Business Operations Consultant at 7 Figure Industry. Kyle was left at a yard sale as a 12-week-old baby, he then lost $160k of his own money in a failed company, so he knows what failure feels like, tastes like, and smells like. From the lessons learned, Kyle Livingston has since built three 7 figure brick and mortar companies and helped turn nine companies in the red to be wildly profitable. Now as a Business Consultant and Coach his goal is to help others turn Chaos into Profit. Learn more about 7FIGUREVIP -  SMM Campaigns, Consulting, Automation Services, Analytics https://www.7figureindustry.com/home-page Get a copy of Dave Menz' case study -- how he grew his business, and the exact breakdown steps you can implement today at no cost to you!! 99entrepreneurstrong.com Thanks for listening. Don't forget to like us on Facebook: https://www.facebook.com/passthesecretsauce to get updates on new episodes. If you haven't already, please follow and leave a review for our podcast, we'll really appreciate it. And as always, don't forget to pass the secret sauce. Support our podcast If you're a fan of the show, there are three simple things you can do to support our work: Subscribe, rate and review: https://podcasts.apple.com/us/podcast/pass-the-secret-sauce-by-matt-shields/id1506940483 the podcast on iTunes or wherever you subscribe. Tell a family member, friend, or colleague about the show. Subscribe to us on YouTube: https://www.youtube.com/channel/UCJ5eItxsGWyGKC91zd1pzbA and follow us on LinkedIn: https://www.linkedin.com/company/pass-the-secret-sauce-podcast This podcast is hosted by ZenCast.fm

Your business relies on words. Yes, words. There are words in every facet of your business, though it's understandable that when you think of business words, you likely only consider the copy you have to create for your marketing and sales materials.But what about the rest of the stuff? How do you know what to say on your forms, questionnaires, onboarding and offboarding materials, and in non-client facing documents, such as team SOPs? In this episode of the Talk Copy to Me podcast, I'll chat about the important of copy in your processes and how to be as strategic as possible so that you can run your business as smooth as possible.Meet our guest, Melissa MorrisMelissa Morris is a Business Operations Consultant who helps business owners save 5 hours per week by streamlining and automating their business using tools like Dubsado. She uses her DISCO framework to free business owners from overwhelm so they can actually work ON their business and not just IN their business. Melissa's been seen in publications such as INC Magazine, Keap Business Success Blog and CEO Blog Nation. She can also be heard on podcasts such as She's Making an Impact, Productivity Straight Talk and BizChix.Stay in touch with her: https://www.melissavmorris.comhttps://www.facebook.com/followmelissavmorrishttps://www.linkedin.com/in/melissavmorris/https://www.instagram.com/melissavmorris/Learn more about your host:Erin Ollila believes in the power of words and how a message can inform – and even transform – its intended audience. She graduated from Fairfield University with an M.F.A. in Creative Writing, and went on to co-found Spry, an award-winning online literary journal.When Erin's not helping her clients by writing strategic and SEO website copy, you can catch her hosting the Talk Copy to Me podcast and guesting on shows such as Profit is a Choice, She Built This, and Photo Business Help. Stay in touch with Erin Ollila, SEO website copywriter:Learn more about Erin's done-for-you website copy services if you want to skip the work and hire a professional copywriter to do it for you https://erinollila.com/website-copy Reach out her on Instagram, Facebook or on LinkedIn to talk more about showing up authentically onlineAs always, listen to the episode and read the full show notes here: https://erinollila.com/podcast Reach out to continue the conversation: https://erinollila.com/podcast and https://instagram.com/erinollila

Your business relies on words. Yes, words. There are words in every facet of your business, though it's understandable that when you think of business words, you likely only consider the copy you have to create for your marketing and sales materials.But what about the rest of the stuff? How do you know what to say on your forms, questionnaires, onboarding and offboarding materials, and in non-client facing documents, such as team SOPs? In this episode of the Talk Copy to Me podcast, I'll chat about the important of copy in your processes and how to be as strategic as possible so that you can run your business as smooth as possible.Meet our guest, Melissa MorrisMelissa Morris is a Business Operations Consultant who helps business owners save 5 hours per week by streamlining and automating their business using tools like Dubsado. She uses her DISCO framework to free business owners from overwhelm so they can actually work ON their business and not just IN their business. Melissa's been seen in publications such as INC Magazine, Keap Business Success Blog and CEO Blog Nation. She can also be heard on podcasts such as She's Making an Impact, Productivity Straight Talk and BizChix.Stay in touch with her: https://www.melissavmorris.comhttps://www.facebook.com/followmelissavmorrishttps://www.linkedin.com/in/melissavmorris/https://www.instagram.com/melissavmorris/Learn more about your host:Erin Ollila believes in the power of words and how a message can inform – and even transform – its intended audience. She graduated from Fairfield University with an M.F.A. in Creative Writing, and went on to co-found Spry, an award-winning online literary journal.When Erin's not helping her clients by writing strategic and SEO website copy, you can catch her hosting the Talk Copy to Me podcast and guesting on shows such as Profit is a Choice, She Built This, and Photo Business Help. Stay in touch with Erin Ollila, SEO website copywriter:Learn more about Erin's done-for-you website copy services if you want to skip the work and hire a professional copywriter to do it for you https://erinollila.com/website-copy Reach out her on Instagram, Facebook or on LinkedIn to talk more about showing up authentically onlineAs always, listen to the episode and read the full show notes here: https://erinollila.com/podcast 

“Alongside great systems and routines, habits are key to becoming, and staying, organized” – Chrissy Halton.A fabulous quote that encapsulates this episode of the Profitable Photographer Podcast–it's all about getting your business organized using a CRM! Our host, Master Photographer and Photography Business Coach Luci Dumas, sat down with guest Charlotte Isaac. Charlotte is a Business Operations Consultant who gave up her role as a Corporate Ops Manager so she could serve small business owners one-on-one. She loves working with clients who love their clients, especially photographers! Through her signature program, Ease Seekers Society, and her DIY Dubsado training, Charlotte helps overwhelmed and overworked Entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business. Sounds like we could all use a little Charlotte in our busy lives!We are so excited to blow your mind with all Charlotte's got to offer! She'll go over:What the heck is a CRM ?When to automate and when to hireDesigning and automating a welcome packetPersonalizing your automated check-ins & planning moments to surprise & delight The many, many possibilities offered by a CRMAnd how do we know it's time to automate? Charlotte says, if we do something over and over again, it's a perfect opportunity for automation!You don't have to do this whole photography business thing alone! Let Charlotte show you how to make life a little easier.And while you're at it, grab her free gift the “7 Steps to Automation' course at https://charlotteisaac.com/lucidumasConnect with Charlotte at:charlotte@charlotteisaac.comcharlotteisaac.comOn Facebook & Instagram @charlotteisaachqPhotography Business Coach Luci Dumas' Programs:lucidumascoaching.comhttps://www.instagram.com/theprofitablephotographer_pod/https://www.facebook.com/LuciDumasCoaching

If you want to automate your business a little and are looking for a program to help you with your operations and managing your processes, this episode is for you! About Charlotte Charlotte Isaac is a Business Operations Consultant who gave up her role as a corporate ops manager inside of a creative agency so that she could serve small business owners who love their people just as much as she does hers. Through her signature program, Ease Seekers Society, and her DIY Dubsado shop, Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business. Blessed with a travel bug herself, Charlotte leads by example, having designed her own business in a way that allows plenty of space to enjoy life with her husband, both in their hometown of Sydney, Australia, and around the world. Charlotte and I chat about a program called Dubsado that I've used to automize my interior design business. I've used Dubsado for the past 4 years as an incredible tool to help with client onboarding, tracking the progress on projects, sending contracts and so much more.  Charlotte shares how she uses Dubsado as a way to keep her accountable for all the little things that tend to slip through the cracks like following up with leads and on proposals. We chat about the power and time savings of having canned and automated emails. With these, you can deliver the same messaging to every single client the same way, and keep up with clients after the fact with birthday emails and more.  We also talk about how automating your processes means that YOU don't have to be the only one responsible for every single small task.  In the episode, Charlotte shares her Free 7 Steps to Automation course so that you can set up your systems and save time. This comprehensive course includes video lessons, exercises for listeners to work through on their own, and templates to tick off all the key items in a Dubsado setup. Join the free course here. Remember that you get to make your own rules. And if you make your own rules in a very intentional way, nothing can really go wrong. We can learn from other people, listen to podcasts and read books, but at the end of the day no one is telling us this is how we HAVE to work with our clients, these are the hours we have to show up, these are the boundaries we have to set, you can do whatever you like and whatever feels good to you in business. And if you do it with intention and do things well thought out, chances are you're going to end up in a really good place. Charlotte Isaac You can find and connect with Charlotte at charlotteisaac.com and on Instagram @charlotteisaachq.     Join our Designer Community on Facebook: https://www.facebook.com/groups/386543625374544   Join the Power of Process waitlist! Doors open on September 15, 2022: https://rebeccahay.com/powerofprocess/    Leave us a 5-star review: https://podcasts.apple.com/ca/podcast/resilient-by-design-with-rebecca-hay/id1512535682 

Charlotte Isaac is a Business Operations Consultant who gave up her role as a corporate ops manager inside of a creative agency so that she could serve small business owners who love their people just as much as she does hers. Through her signature program, Ease Seekers Society, and her DIY Dubsado shop, Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business. Blessed with a travel bug herself, Charlotte leads by example, having designed her own business in a way that allows plenty of space to enjoy life with her husband, both in their hometown of Sydney, Australia and around the world.In this conversation, we talk about how systems can help business owners provide the best possible customer experience.Here's what we covered in detail: Why Dubsado (and the importance of choosing a tool that can grow with you)How our customers come to us thinking they need one thing, but we're able to provide them with more value than the face-value need or problem they're experiencingHow people think systems = automation or tech, but words play a vital role when it comes to systemsSome of the many common touch points where wordsErin's excitement over a compliment one of her client's shared about Erin's invoices The 3 most important project phases and how to wow your clients in each phase (plus, a suggestion on how Erin breaks the third phase into two different sections)Why systems aren't sneaky or robotic. Instead, they're a service for your client.What goes into a services guide (Hint: Charlotte has a small and very helpful Services guide training in her shop. I've taken it and can recommend it!)What goes into a Welcome Guide and how they can help you set boundaries within your businessWhy boundaries are not a bad thing; in fact, boundaries can make your clients feel confident about working with youThe ideal moment to ask for a testimonialWhy it's so much easier to adjust your processes and systems after you've put in the strategic effort to set them up correctly at first.Connect with CharlotteWebsite: http://charlotteisaac.com/ Instagram: https://www.instagram.com/charlotteisaachq/7 Steps to Automation: https://charlotteisaac.com/steps-to-automationConnect with ErinBook a Copy Coaching Power Hour to solve any copy conundrumsLearn more about Erin's done-for-you website copy servicesReach out on InstagramFind her on FacebookConnect on LinkedIn

Charlotte Isaac is a Business Operations Consultant who gave up her role as a corporate ops manager inside of a creative agency so that she could serve small business owners who love their people just as much as she does hers. Through her signature program, Ease Seekers Society, and her DIY Dubsado shop, Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business. Blessed with a travel bug herself, Charlotte leads by example, having designed her own business in a way that allows plenty of space to enjoy life with her husband, both in their hometown of Sydney, Australia and around the world.In this conversation, we talk about how systems can help business owners provide the best possible customer experience.Here's what we covered in detail: Why Dubsado (and the importance of choosing a tool that can grow with you)How our customers come to us thinking they need one thing, but we're able to provide them with more value than the face-value need or problem they're experiencingHow people think systems = automation or tech, but words play a vital role when it comes to systemsSome of the many common touch points where wordsErin's excitement over a compliment one of her client's shared about Erin's invoices The 3 most important project phases and how to wow your clients in each phase (plus, a suggestion on how Erin breaks the third phase into two different sections)Why systems aren't sneaky or robotic. Instead, they're a service for your client.What goes into a services guide (Hint: Charlotte has a small and very helpful Services guide training in her shop. I've taken it and can recommend it!)What goes into a Welcome Guide and how they can help you set boundaries within your businessWhy boundaries are not a bad thing; in fact, boundaries can make your clients feel confident about working with youThe ideal moment to ask for a testimonialWhy it's so much easier to adjust your processes and systems after you've put in the strategic effort to set them up correctly at first.Connect with CharlotteWebsite: http://charlotteisaac.com/ Instagram: https://www.instagram.com/charlotteisaachq/7 Steps to Automation: https://charlotteisaac.com/steps-to-automationConnect with ErinBook a Copy Coaching Power Hour to solve any copy conundrumsLearn more about Erin's done-for-you website copy servicesReach out on InstagramFind her on FacebookConnect on LinkedIn Reach out to continue the conversation: https://erinollila.com/podcast and https://instagram.com/erinollila

When I look back on my business journey there is one moment when I can say "that's when I became a serious business"... and it all revolved around getting organized and setting up a CRM (client relationship manager).  In this week's episode I am chatting with Charlotte Isaac all about the value of having a CRM for your business. Charlotte Isaac is a Business Operations Consultant who gave up her role as a corporate ops manager inside of a creative agency so that she could serve small business owners who love their people just as much as she does hers. Through her signature program, Ease Seekers Society, and her DIY Dubsado shop, Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business.//FREE RESOURCE//Listeners can enroll in the free ‘7 Steps to Automation' course so they can set up their first systems and save hours of time. This comprehensive course includes video lessons, exercises for listeners to work through on their own, and templates to tick off all the key items in a Dubsado setup. The link for that free offer will be https://charlotteisaac.com/gmbWebsite:http://charlotteisaac.com/Social Media Links:Facebook: https://www.facebook.com/charlotteisaachqInstagram: https://www.instagram.com/charlotteisaachq/LinkedIn: linkedin.com/in/charlotteisaac/I use Honeybook for my business CRM and you can get 50% OFF your first year when you sign up using this link -->> http://share.honeybook.com/fsGV8HiphopmanorHiphopmanor was created to help people achieve their dreams. When you shine we all shine.Listen on: Apple Podcasts Spotify Finding Freedom with Simple Systems Learn how time management & systems can bring more success in business & freedom in life. Listen on: Apple Podcasts Spotify

Setting your business on autopilot…doesn't that sound like the dream? Although, you still have to physically run your business, there are options to make things a whole lot simpler, not to mention save you HOURS of work!    I know it can seem daunting to figure it all out, but once you set your systems, they're set! Today we're chatting with a special guest to give us all the insight of simplifying our business & tips on where to start.   Charlotte Isaac is a Business Operations Consultant who gave up her role as a corporate ops manager inside of a creative agency so that she could serve small business owners who love their people just as much as she does hers. Through her signature program, Ease Seekers Society, and her DIY Dubsado shop, Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business. Blessed with a travel bug herself, Charlotte leads by example, having designed her own business in a way that allows plenty of space to enjoy life with her husband, both in their hometown of Sydney, Australia and around the world.   In this episode, you will learn:  What Dubsado is & how it can change your business  How you can gain more client referrals  Where to start when deciding on a CRM    Connect with Charlotte: Website: http://charlotteisaac.com/  Facebook: https://www.facebook.com/charlotteisaachq  Instagram: https://www.instagram.com/charlotteisaachq/  LinkedIn: linkedin.com/in/charlotteisaac/   Links Mentioned in this Episode:  Free Dubsado mini-course: www.charlotteisaac.com/aubreemalick     Other Resources:  Want my step-by-step guide on how to start your VA business today? Grab The Prep which will show you exactly how to set up and start your business! You will get instant access to the digital product so you don't have to wait any longer to start!  Join here >> aubreemalick.com/theprep    Join the Freelancer to CEO Podcast Community on Facebook    If you found value in today's episode, I would love it if you shared this in your Instagram stories! Help us spread the message to more freelancers who are ready to step into the CEO role!    Connect with me on Instagram: @aubreemalick

Hi (First Name), Welcome to the (insert podcast here) Podcast! Are you wondering how to personalize some of your automated touch points with your (insert industry here) clients to make them feel more natural so you can connect with your clients more authentically? Business Operations Consultant and lifelong ease-seeker Charlotte Isaac tells us how.This episode is brought to you by The Planner's Vault, my online membership site for wedding planners who are hungry to grow, ready to hustle, and actively seeking community and education. In the vault, there are guest experts on many topics relevant to growing and cultivating a successful event planning business with new content added consistently, plus all of my templates that I have built out over the years, like How to Get on Preferred Vendor Lists, The Client Experience, and more. The mission with the vault is to elevate the industry (along with some amazing experts and fellow entrepreneurs) and I want it to be affordable so it's possible to stay invested in the community and yourself for the long haul.The doors are currently closed for The Vault, but join the wait list now so you can be the first to know when the doors re-open.Weddings for Real on Social Media:Instagram: @weddingsforrealFacebook: @weddingsforrealtwitter: @weddingsforrealHosted by Megan Gillikin, Weddings for Real is presented by The Planner's Vault, and is produced by Earfluence.

Hi (First Name), Welcome to the (insert podcast here) Podcast! Are you wondering how to personalize some of your automated touch points with your (insert industry here) clients to make them feel more natural so you can connect with your clients more authentically? Business Operations Consultant and lifelong ease-seeker Charlotte Isaac tells us how. This episode is brought to you by The Planner's Vault, my online membership site for wedding planners who are hungry to grow, ready to hustle, and actively seeking community and education. In the vault, there are guest experts on many topics relevant to growing and cultivating a successful event planning business with new content added consistently, plus all of my templates that I have built out over the years, like How to Get on Preferred Vendor Lists, The Client Experience, and more. The mission with the vault is to elevate the industry (along with some amazing experts and fellow entrepreneurs) and I want it to be affordable so it's possible to stay invested in the community and yourself for the long haul. The doors are currently closed for The Vault, but join the wait list now so you can be the first to know when the doors re-open. Weddings for Real on Social Media: Instagram: @weddingsforreal Facebook: @weddingsforreal twitter: @weddingsforreal Hosted by Megan Gillikin, Weddings for Real is presented by The Planner's Vault, and is produced by Earfluence.

Charlotte Isaac is a Business Operations Consultant who gave up her role as a corporate ops manager inside of a creative agency so that she could serve small business owners who love their people just as much as she does hers. Through her signature program, Ease Seekers Society, and her DIY Dubsado shop, Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business. Blessed with a travel bug herself, Charlotte leads by example, having designed her own business in a way that allows plenty of space to enjoy life with her husband, both in their hometown of Sydney, Australia, and around the world.   Here's what we covered on the episode: How Charlotte Became the Dubsado Queen    Charlotte talks about how she liked her corporate job but felt she wanted more freedom and flexibility in her life and knew she could help others achieve the same  How Charlotte worked with the same creative agency her whole corporate career, starting on the account management team, moving to communications, and into an operation and systems role which surprised her because that's never where she thought she'd be The purpose of today's episode is for Charlotte to talk to us about Dubsado, which I've heard many people rave about  Charlotte shares that Dubsado is there every step, from when someone inquires about working with you through your website through your onboarding and offboarding – it helps make the process super simple  I have heard that Dubsado can be complicated on the backend, but once you get it set up, it works magic – Charlotte agrees this is a fair assessment; it makes your life easier, but for most people, it is not super intuitive, which is why some stop playing around with it  Charlotte shares how she first found out about Dubsado; the creative agency she worked for was setting up an office in Singapore where she was looking into CRMs and stumbled across Dubsado, which was still pretty new at the time but says she could tell it was special at the time Unfortunately, at the time, Dubsado was not big enough to support a large team, but Charlotte knew it was something she wanted to play around with, so when she started her business, she had it from day one  How Charlotte kept telling and helping her clients about Dubsado but never intended to become the Dubsado person, but she knew it could help so many people – a lot of her clients and students call her the Dubsado Queen  Charlotte has been helping people get set up on Dubsado for many years and after a while, realized there is a pattern to coming up with a well-streamlined process  These days, Charlotte helps people set up Dubsado through her group program, Ease Seekers Society Charlotte shares that most service-based businesses have 3 workflows 1) leads workflow, which is managing people coming in through your website & having a discovery call with them 2) proposal & onboarding workflow 3) offboarding  One of the hardest thing for Charlotte was owning that she is an expert, but she says that's also why she likes helping people because it makes her own her expertise   Charlotte's Group Program + How to Use Automated Processes   In Charlotte's group program, Ease Seekers Society, they set up Dubsado over a 6-week timeframe; they also have live group calls a couple of times a week, have access to different trainings and all of Charlotte's best tools and resources  In the program, you start by planning out workflows, and before getting into Dubsado, you dive deep into how you serve your clients, what's unique about your process, and what you want to automate, and then they move into the nitty-gritty of setting up Dubsado  The series of unfortunate events that happened to Charlotte and her husband after buying their first home, but Charlotte explains why she loves Dubsado and having so many systems in her business is because everything was able to keep going without her  How a lot of people put off using systems because they don't know where to start - Charlotte says the best thing you can do is take a step back and think about how you want your client processes to run  Charlotte walks through an example of a leads workflow for when someone fills out the contact form on your website - she suggests writing out your whole process, thinking about what you already do, so you can then think about automating those steps in your process through Dubsado  Using my very organic process for getting clients a launch system as an example, Charlotte walks through how I could use Dubsado in my business process  I talk about my process for most clients and how I like to map out their calendar, so we know where everything fits; from there, we look at where they're at and what's worked in the past to make a system that works for them based on how their business is set up vs. how they want their launch to look   My process is done over two half days; this allows me and my clients to ask follow-up questions - I share that during the second half-day, we focus on their creative assets    Charlotte suggests having a nice wrap-up email in my process to let clients know what it looks like going forward and recap all the stuff we went through, and Charlotte also recommends having an offboarding sequence  How having nurturing sequences for your existing clients is important because Charlotte shares you can ask them how their launch went or ask for testimonials through that sequence  In Dubsado, there is a checkbox you can check that says, 'requires approval,' which means when it's time for an email to go out, Dubsado will check with you first - Charlotte says this is a great way to be able to personalize messages, push back messages or change the phrasing of a message depending on the client  I use many different applications in my business to help in different areas, but Charlotte says in Dubsado, you can do everything you might need to with a client - send out one-on-one emailing, questionnaires, proposals, contracts, invoices, you can do scheduling, etc.  Charlotte shares that Dubsado also has a client portal which is great for people who work with clients for a long time, on bigger projects, or on multiple projects  Charlotte says to not be scared of Dubsado; even though it is a big tool, there's so much it can do, and there are so many resources to help you get started, like on Charlotte's website   Most people end up saving around 4 hours a week when they implement Dubsado - think about what you could do with that time Connect with Charlotte through her website and check out her free mini-course called 7 Steps to Automation which walks you through all the things you could automate to help streamline your client process   Links mentioned:   Ease Seekers Society Charlotte's DIY Dubsado shop   Business Resources on Charlotte's Website  7 Steps to Automation    Like what you heard?  Click here to subscribe + leave a review on iTunes. Click here to download my Sales Page Trello Board Let's connect on Instagram!

Do you ever feel like a hamster on a wheel? Melissa Morris joins me today and she helps hamsters get off wheels!  She is a Business Operations Consultant who helps business owners save 5 hours per week by streamlining and automating their business using tools like Dubsado. She helps to free business owners from overwhelm so they can actually work ON their business and not just IN their business. Enjoy this candid, casual conversation about...- navigating the seasons of our lives- organizing and creating structure to provide more freedom - understanding when we need to break our own rules- how to juggle all the things - and so much more.Learn more about Melissa:  https://www.melissavmorris.comMelissa's Automation Roadmap: https://www.melissavmorris.com/roadmapConnect on Facebook: https://www.facebook.com/followmelissavmorrisConnect on LinkedIn: https://www.linkedin.com/in/melissavmorris/ Connect on IG:  https://www.instagram.com/melissavmorrisLearn more about Carla:  https:/www.carlareeves.com/Connect on IG:  https://www.instagram.com/carlasreeves/Connect on LI: https://www.linkedin.com/in/reevescarla/Explore Coaching with Carla:  https://bookme.name/carlareeves/lite/explore-coaching

Are your biz systems organized so that you can grow your speaking business & build sustainable income? As speakers, we create transformative experiences, but unless we organize & simplify our underlying systems we won't be able to create consistent revenue or have space to enjoy our personal lives. Business Operations Consultant Alicia Lozano shares how to streamline your business operations so that you can nurture client relationships, scale your business, and focus on doing the work that you love: speaking! Focus Points: How to conserve your time & energy as a speaker Why systems help you stay in your field of genius How to get started with your first SOP What you need to start streamlining your biz as a speaker Alicia Lozano is a Business Operations Consultant and creator of The Business FLOW framework who is on a mission to support emerging agencies elevate their business processes to match their value through personalized action plans that systematize their operations, increase revenue, and make more impact. Resources: Schedule a Business Audit with Alicia For Your Systems here: https://hello.themotivatedco.com/public/form/view/61fec9d6097aa4d60d721f6a Learn more about Alicia's work here: www.themotivatedco.com Follow Alicia on Instagram here: https://www.instagram.com/iamalicialozano/ Follow Jasmin Haley on Instagram here: https://www.instagram.com/itsjasminhaley Follow Jasmin Haley on LinkedIn here: https://www.linkedin.com/in/jasminhaley/ Ready to create your signature speaking program and build recurring income through speaking? Find out about our services here: https://www.jasminhaley.com/work-with-us Disclaimer: The opinions expressed in our episodes are not the opinions of our podcast or event sponsors. Episode Sponsor: Jasmin Haley DBA Beyond the Prophy LLC, www.jasminhaley.com

Charlotte Isaac is a Business Operations Consultant who helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business. Blessed with a travel bug herself, Charlotte leads by example, having designed her own business in a way that allows plenty of space to enjoy life with her husband, both in their hometown of Sydney, Australia and around the world.   In this episode, we talk about how Charlotte often sees service providers missing opportunities to create a referral engine by exceeding their clients' expectations with a stellar client experience. Charlotte is sharing how to create a referral-worthy client experience, so you can build your businesses with more ease.   Listen in to learn how to: → Personalize your automated check-ins & planning moments to surprise & delight throughout your contract → Streamline offboarding to make testimonials & referrals easy (and have clients wanting to onboard again) → Design a welcome packet to communicate your process, set expectations, and anticipate FAQs   CONNECT WITH SHANA Learn more about working with Shana - https:// shanadewitt.com Join the Magnetic Entrepreneur Facebook Group - https://www.facebook.com/groups/themagneticentrepreneur/   CONNECT WITH CHARLOTTE Website: http://charlotteisaac.com/ Instagram: https://www.instagram.com/charlotteisaachq/ Facebook: https://www.facebook.com/charlotteisaachq FREE ‘7 Steps to Automation' course: https://charlotteisaac.com/magnetic

Charlotte Davis is our guest for the 284th episode of The Copywriter Club podcast. Charlotte is a Dubsado Strategist and Business Operations Consultant, and in this episode she breaks down the best way copywriters can use systems in their businesses to create a high-level client experience and maximize their time and energy. Here's how the episode goes down: How Charlotte transitioned from OBM to Dubsado wizard. The difference between OBM (Online Business Manager) and VA (Virtual Assistant), PLUS when you're ready for each. Are you ready for a Systems Strategist? Why you need to pull your processes out of your head and into a system. What can be automated in Dubsado? The one thing business owners forget or feel awkward doing. Honeybook vs. Dubsado – what's the dif? Should you set up your own Dubsado or hire an expert? The process of hiring a professional in your business. Best practices for client management while using automation – is it possible? The 3 system standards service providers need to implement into their business ASAP. How automation helps copywriters get out of their own way. The 5 part process to making high-converting proposals. Managing productivity and managing boundaries… Can the two coexist? The method to a better discovery call. How Charlotte manages her team and what she outsources in her business. The mindset that comes with being afraid to do something. Self care practices that keep Charlotte loving what she does and help her manage her energy. The future of the online marketing space means no more cowboys. How Harry Potter and business are the same. If you need clarity around creating systems and processes, be sure to hit the play button or check out the transcript below. The people and stuff we mentioned on the show: The Copywriter Think Tank Kira's website Rob's website Charlotte Isaac's website  The Copywriter Club Facebook Group The Copywriter Underground Episode 44 Episode 207   Full Transcript:  

In this episode, Ken Ojuka, host of The Physical Product Movement Podcast and Co-Founder of Fiddle, joins Jessi Freitag for tea, a Business Operations Consultant, Podcast Host, and Producer at Startup CPG and Iroh's Corner. Ken shares his career path from having a CPG brand to creating software for CPG brands, his focus on building inventory software with a modern, intuitive interface, and how he strives toward "work-life harmony."

In this episode, Ken Ojuka, host of The Physical Product Movement Podcast and Co-Founder of Fiddle, joins Jessi Freitag for tea, a Business Operations Consultant, Podcast Host, and Producer at Startup CPG and Iroh's Corner. Ken shares his career path from having a CPG brand to creating software for CPG brands, his focus on building inventory software with a modern, intuitive interface, and how he strives toward "work-life harmony."

Today's incredible guest is Alicia Lozano, CEO of the Motivated Co, and Business Operations Consultant.  You may remember her from Prep for Wave Week back in November :)In our very animated discussion, we focus on:What exactly are business operationsDifferent types of tech to streamline your travel business operationsThe importance of SOPs for your business operations (and what they are if you didn't know)and so much more!Enjoy (and take action)!Stay in touch with Alicia:https://www.instagram.com/iamalicialozano/⚓⚓Please LIKE and SUBSCRIBE for more episodes:Join the Collaborative (Bingo for your Travel Business):https://takethehelm.vipmembervault.com/products/courses/view/1117728Ready for Wave Season?  Grab the free Checklist to Prep:https://www.subscribepage.com/y8n1n5_copy2Say HI on Social:Facebook: http://www.facebook.com/takethehelmvbsInstagram: http://www.instagram.com/takethehelmvbsGroup: https://www.facebook.com/groups/529490048073622Support the Channel:https://beacons.ai/takethehelmDirect EMAIL:takethehelmva@gmail.com

In this episode of The Physical Product Movement Podcast, Jessi Freitag, a Business Operations Consultant, Podcast Host, and Producer at Startup CPG and Iroh's Corner, shares some great insights from an operations perspective. She was previously the Director of Marketing and Operations at LivBar, where she helped the company grow from manufacturing in a small room to a 12,000 square foot facility. Jessi talks about the advantages and drawbacks of manufacturing in-house and how the operations team works with marketing and sales to scale the brand. We also dive into the exciting efficiencies you can find when looking for small operations improvements every day and a lot more.

In this episode of The Physical Product Movement Podcast, Jessi Freitag, a Business Operations Consultant, Podcast Host, and Producer at Startup CPG and Iroh's Corner, shares some great insights from an operations perspective. She was previously the Director of Marketing and Operations at LivBar, where she helped the company grow from manufacturing in a small room to a 12,000 square foot facility. Jessi talks about the advantages and drawbacks of manufacturing in-house and how the operations team works with marketing and sales to scale the brand. We also dive into the exciting efficiencies you can find when looking for small operations improvements every day and a lot more.

Our guest today is recent career changer and business operations consultant Steve Haas.

Episode 59: On today's show Dr. Brooke Smith shares her wisdom about how we can be more productive and abundance using mindfulness. Brooke Smith, Ph.D. is a Business Operations Consultant and Mindfulness Expert. In her prior career, she managed the operational excellence program at a $1B/year company and trained hundreds of people to create streamlined, customer-delighting business processes. She has been featured in over a dozen media outlets including Forbes, Fast Company, InStyle Magazine, Thrive Global, and Parade Magazine.  She has a Ph.D., MBA, and certifications in yoga instruction, therapeutic yoga, life coaching, wellness coaching, lean six sigma, and project management.  She has finished three trail ultramarathons, including one of the toughest 100k races on the east coast.Brooke lives with her artist husband and two cats in Rochester, NY, where you can find them mountain biking on the local trails, playing board games, and eating curry tempeh tacos.Discover Dr. Brooke Smith: https://drbrookesmith.comDiscover Tabytha Polaris:Website: https://tabythapolaris.comTabytha Polaris is a singing light warrior, Psychic Intuitive, Reiki Master Teacher, creator of high frequency Music and Guided Meditations. As the host of the Tabytha Polaris Show podcast she interviews light workers and holistic health healers to assist in spiritual ascension and living a more holistic life. She is the owner of Hands In Harmony Holistic Spa and offers Reiki Energy, Sound Meditations, Essential Oil Raindrop Therapeutic Massage and Infrared Sauna Sessions. Her mission is to expand consciousness, raise the frequency of the planet and fill your hearts with joy.Order Essential Oils/CBD Here: https://www.myyl.com/tabythapolarisTabytha's Discount Codes: https://tabythapolaris.com/pages/discount-codesPaypal Donations To Tabytha: https://www.paypal.me/tabythapolarisCredits: Intro and Outro Music Rav Vast Drum, Vocals written and performed by Tabytha Polaris, Didgeridoo performed by Adam Hakim. Podcast produced by Hands In Harmony Inc.,Support the show (https://www.patreon.com/tabythapolaris)

Vince Hill is a Business Operations specialist who has a knack for developing businesses and optimizing the skills, talents, and ideas of aspiring entrepreneurs into thriving enterprises. Vince started his career off in the accounting field.As an accountant h was responsible for producing numbers and as an auditor he was in charge of evaluating the systems and internal controls for several fortune 500 companies that offer shares of publicly traded stock to investors. He also has been called upon for working in government entities and entertainment clients.After years of experience in accounting and auditing, Vince's aspirations for utilizing my skills in a manner deeper than the stock market grew into a business that produces systems versus one that just grades them through the protocol. My background gave me powerful tools that I felt could be used to make a difference in the lives of others.Vince is the founder and CEO of Income Generating Consultants. He's built this company through the vision of helping entrepreneurs and grow in their business through their experience. I'm so excited to hear about his journey to success and really what principles, strategies, and things he's learned along his journey to reach this point. So without further ado, let's welcome Vince Hill.Connect with VinceInstagramWebsiteYouTubeLinkedInThank you so much for tuning into Millionaire Voice. This show was designed for entrepreneurs who want to learn from successful business owners and those who are looking for the wisdom to invest in themselves. If you are hungry for success and you have been looking for a show to take you to the next level then this is the show you have been waiting for.Be sure to subscribe to the show on Apple, Spotify, or wherever you consume podcasts. Please be sure to leave us a 5-Star review on Apple Podcasts and follow us on Instagram. Hosted on Acast. See acast.com/privacy for more information.

Melissa Morris is a Business Operations Consultant who specializes in client processes, which includes client onboarding, management and offboarding. She uses her 10 years client management experience to help service based business owners streamline and automate these processes as well as teach them how to set client expectations and create and hold boundaries. Melissa's been seen in INC Magazine and Keap Business Success Blog and heard on podcasts such as My Biz Bestie and Productivity Straight Talk. She frees business owners from overwhelm so they can actually work ON their business and not just IN their business. Here's what we covered on the episode: When Melissa had her 9-5 job at an ad agency she was an account executive, which is a project management and client management role and how being in that role served her and created some good systems for herself Melissa explains that she liked her 9-5 job but was craving more flexibility and higher income, so she left her agency and started doing marketing consulting After becoming a marketing consultant, Melissa quickly booked a lot of clients but looked around and realized she hated it and questioned what happened Why Melissa didn't like marketing consulting because she had to execute on a lot of ad plans, where she was writing social media posts, creating graphics and all that comes with consulting, which was unlike the project management role she was in at the agency, which she loved How Melissa approached some of the business owners she'd been working with and started having conversations with them about managing their own projects because she was exploring this new line of work and they loved it Melissa began to realize how this happens to so many solopreneurs, freelancers, etc. who go out on their own and then no longer have a project manager there to serve as a buffer person to keep things on track How Melissa used her social media business to work with some of those business owners and do additional project management work for them When Facebook made their big algorithm change it drastically dropped business page's ability to show up in news feed, and their page views, so Melissa used that as an opportunity to fire a lot of the social media clients she was with and explains why that made sense for her Melissa loves her work and primarily helps service providers create systems and processes, streamline and automate and identify the tools they need in their business to make all of that happen Melissa's experience in client management helped prepare her for tough client conversations and explains that when she presents to clients a shift in her business or unfortunately firing, she highlights the benefits for them and set them up for success as much as she can What Melissa's initial offerings included were conversations about where things were getting stuck in her clients' business, why tasks were slipping through the cracks and helping them get out of overwhelm, which she explains stems from overbooking or not having a clear process Melissa explains that if you can't write down what your process looks like, then it is not nearly as clear as you think and you are going to have a difficult time automating that process or ask for help Two things Melissa sees when it comes to tools is business owners who wait too long to have any tools and other business owners who know they need automation but aren't sure what tool they need and end up duplicating a lot of tools The categories of tools business owners need to pull from including a CRM, a project management tool, a scheduler and an invoicing tool and how Melissa sees the most duplication in the CRM and project management section Melissa walks us through her DISCO Framework where you Define your current process, Identify gaps in your process and redundancies, Streamline by creating canned emails and templates, Create phases and milestones to build accountability, and Outsource and automate Melissa recommends Dubsado, a CRM tool that covers your automation, has a scheduler built into it, and has the ability to automate invoicing Popular project management tools are Asana, Trello and ClickUp, Melissa explains that if you are a checklist type of person you will probably prefer Asana's approach and if you're into visuals you will probably prefer Trello How even if you don't have a lot of clients, but your goal is to grow, and you have the time now to get things into a system, it can be very beneficial to just get started versus waiting to do it so you're prepared for the future Most business owners Melissa works with report saving 5 hours per week which gives them time to spend doing other things to help grow their business or helps give them some breathing room Why Melissa thinks there is a moment when it's too soon to focus on your systems and processes; this might be if you are still refining your services and offers, or you're still playing with who your target audience is, deciding on price points, etc. Melissa explains that you can begin small with automation and just start with automating your invoicing, getting some questionnaires out automatically, or a quick onboarding workflow that can deliver the proposal, contract and a welcome email How it depends on timing and the phase of business the business owner is in when deciding to implement systems and how it might not even be the business owner who realizes something needs to be done Melissa explains her Asana project, where she has different steps set up for her process that help keeps her on track Melissa noticed when she first started working with business owners, they would spend most of their deep dive strategy session searching for their contract or updating the questionnaire so she decided to add a kick-off call to her process and give them some automated resources Melissa's experience moving from one city to another during a pandemic and explains she is just as intentional in her personal life as she is in her business and created checklists for moving and a timeline for moving If you are listening and want to get started, Melissa suggests getting some canned emails, getting your contracts and proposals together, and remember that you can start small Connect with Melissa on Facebook, on her website and check out her Automation Roadmap that will outline your first steps for getting automated Links mentioned: Connect with Melissa on Facebook  Melissa's Website Melissa's Automation Roadmap   Like what you heard? Click here to subscribe + leave a review on iTunes. Click here to download my Sales Page Trello Board Let's connect on Instagram!

Melissa Morris is a Business Operations Consultant who specializes in client processes - think client onboarding, management and offboarding. She uses her 10 years of client management experience to help service-based business owners streamline and automate these processes. Melissa's been seen in INC Magazine and Keap Business Success Blog and heard on podcasts such as Boss Mom and The Sassy Strategist. She frees business owners from overwhelm so they can actually work ON their business and not just IN their business. Website: https://www.melissavmorris.com/ Free Offer: https://www.melissavmorris.com/checklist Facebook: https://www.facebook.com/followmelissavmorris/ LinkedIn: https://www.linkedin.com/in/melissavmorris/

Everyone who's followed me at all knows that I love to talk about delegation. But before you can delegate anything, you need to have systems in place so your team members know what to do and how to do it. On this episode of The Sassy Strategist, I'm talking to Melissa Morris, a business operations strategist for small business owners. She helps service-based biz owners streamline client management systems so they can effectively scale their businesses. The more you grow your business and bring on more clients, the more difficult it is to serve your clients well without systems in place. Many clients grow quickly, not being ready for that growth. They end up being reactive. Delegating work to team members is helpful, but it's impossible to do well (and to set your team members up for success) without the right tools in place. Listen in to our conversation to find out why you may find you don't need to delegate just yet and the key questions to ask yourself as you hunt for that key timesuck. We also dive into how to overcome the need to be a people-pleaser and tips and strategies to put in place so you don't feel like you're at the mercy of your clients all the time. About [GUEST] Melissa Morris is a Business Operations Consultant and often says that she frees hamsters from wheels. She helps service-based business owners streamline their business processes so they have more time to work ON their business not just IN their business. Melissa has a 4 year old and a 2 year old. When she's not organizing something or wrangling small children, you can find her digging into a personal development book or taking a nap! Visit her website, https://www.melissavmorris.com/, or follow her on Facebook, @followmelissavmorris.    Key Points to Ponder Three things you need to have in place before you can start delegating As a service provider, you can be in control of your client relationships The more you grow, the more you need systems in place Being overly available to your clients is hurting your business

Joan C. Richardson talks to us about how and why she became an executive coach then a business operations coach. She helps companies fill gaps in their business structure, teams, processes, and procedures so they can serve their clients and customers, get more business and keep it. Joan C. Richardson, Business Operations Consultant & Coach at JCR Enterprises, LLC. Visit her website JoanRichardson.com or call her at (214) 422-3965.