Podcast appearances and mentions of charlotte isaac

We have so many moving parts to keep up with in our photography businesses, and it can become extremely overwhelming! Listen in to this conversation with workflow specialist, Charlotte Isaac, as she shares how to utilize automation to relieve stress, make work easier, and enable you to build a more successful business! The Bokeh Podcast is brought to you by Photographer's Edit: Custom Editing for the Professional Photographer. You can subscribe to the Bokeh podcast on the Apple podcast app, follow on Spotify, add to your playlist on Stitcher, or listen on Overcast. Show Notes: Charlotte's Introduction (3:05) Charlotte's definition of automation (5:25) How automation can be used for lead generation (9:18) 1. Respond to inquiries 2. Utilize a services guide 3. Use a scheduler to allow clients to schedule a call 4. Follow up with leads How can photographers use automation without sounding like a robot: (17:22) Using automation for the onboarding process (22:13) 1. Proposals 2. Contracts 3. Invoices 4. Welcome communication/confirmation email 5. Sharing FAQs/managing expectations What is the "off-boarding process"? (30:45) Automating the Off-boarding process (31:10) 1. Thank you email to manage expectations (timelines, etc.) 2. Request a review 3. Long-term check-in to stay top of mind *Free resource for getting started with automation: https://charlotteisaac.com/bokeh Links: https://charlotteisaac.com https://instagram.com/charlotteisaachq https://dubsado.com

The usual lead magnet writers and marketers are familiar with is some kind of deal or download customers receive in exchange for opting in to your email list. But could a quiz funnel do a much better job? Quiz and email strategist Melissa Payne knows so, and in this fascinating episode she talks to us about: her career journey and how she moved from agency work to starting her own business  using quizzes for lead generation how quizzes work and what they can be used for the research and planning that goes into writing a quiz the types of clients who use quizzes the skills and training you need to become a quiz and email strategist and much more! Where to find Melissa Her website: https://storyscoutdigital.com Instagram: https://www.instagram.com/storyscoutdigital/ LinkedIn: https://www.linkedin.com/in/melissa-payne/  Resources + courses mentioned Kirsty Fanton's Brain Camp: https://kirstyfanton.com Codex Persona (Abbey Woodcock and Justin Blackman's course on brand voice): https://www.codexpersona.com Chanti Zak's quiz funnels course: http://chantizak.com Charlotte Isaac, operations consultant: https://charlotteisaac.com

Shownotes can be found at https://www.profitwithlaw.com/335.   There's never been a better time to streamline your business with system automation. Fortunately, there are tons of tools to help you operate your business and improve client experience. However, with so many options, it's easy to become overwhelmed, especially if you're still learning the ins and outs of your business.  So, where should you begin? In this episode, Charlotte Isaac and Moshe Amsel discuss system automation and how it builds profitable businesses. Charlotte imparts time-saving tips to manage your firm efficiently. And finally, she shares why customer happiness is the newest marketing tool and what to do to create positive client feedback.  If you're a business owner looking for ways to improve your firm's client experience, this episode is for you!   Resources mentioned: Interested in widening your business perspective? Grab a FREE Law Firm Expansion Coaching Session with one of our coaches. Slots are limited, so grab yours before they're gone!  Want to implement what you've learnt in this episode? Download the Action Guide, a workbook designed to help you process and implement the knowledge gained from this interview.   Listen to Episode 259: Consistency Is The Key To Marketing with Tyson Mutrux Connect with Charlotte: Facebook | Instagram | Pinterest | Website | Do you have a success story or an incredible journey you'd like our listeners to know about? Be our next guest by sending an email to info@dreambuilderfinancial.com. Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/   To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.   Connect with Moshe on: Facebook - https://www.facebook.com/moshe.amsel LinkedIn - https://www.linkedin.com/in/mosheamsel/

“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 

My guest on the show today is Charlotte Isaac. She is the is a business operations consultant based in Sydney Australia. She believes that life is too dawn short to not live it the way you want to. So she helps business owners grow faster and further by streamlining and managing their clients and systems primarily through the CRM, https://www.dubsado.com/?c=charlotteisaac (Dubsado). And Today Charlotte is sharing some tips on how you can uplevel your CRM into an operational powerhouse. Check out https://charlotteisaac.com/johnmansfield (Charlotte's Free Mini Course - 7 Steps to Automation) And save 30% off your first month or year of https://www.dubsado.com/?c=charlotteisaac (Dubsado with Charlotte's offer here.) This episode is sponsored by Freedom Edits. Get 30% off your first order by going to https://www.lightdarkco.com/freedom (lightdarkco.com/freedom) A CRM is a Client Relationship Manager, and they look after your clients from start to finished. Organizing and automating emails, questionnaires, contracts, and all of the documentation and notes for each of your clients. A lot of leave our 9-5 jobs to run our own business and we end up running 24/7. But we need to realize that we make the rules, and we don't have to work all the time if we don't want to. Explore your CRM and get to know all the tools and templates it has for you. Some of those lesser thought of tools are the following. Set up templates for your when you receive a lead, and that whole lead nurturing process. Set up templates and automations for following up when you don't hear back from someone. Ask for testimonials at the end of your process with your clients. If you have to look after all your clients without setting up any automations, you'll often miss important touch points because you have to physically send out each email and questionnaire. Don't panic if you can't capture every template, automation and tool in one go, just try to be as intentional as you can and build as you go. A great to begin streamlining your process is to walk away from your computer and write down every step of your client process. That will highlight the areas you can automate through your CRM. Systems are often seen as a dampener to creativity, but setting up systems to take more work off your hands allows you more time to be creative in your work. Find Charlotte at https://charlotteisaac.com/ (charlotteisaac.com) https://www.instagram.com/charlotteisaachq/ (instagram.com/charlotteisaachq) https://charlotteisaac.com/johnmansfield (Charlotte's Free Mini Course - 7 Steps to Automation) What Are We Loving? What Charlotte is loving: Decaf Coffee What John is loving: Summer Water Activities with the kids We record each episode LIVE in our Facebook group and we would love to connect with you there. You can join at https://www.facebook.com/groups/lightdarkpodcast (Light + Dark Photography Podcast Group) on Facebook. Follow us at https://www.instagram.com/lightdarkco (www.instagram.com/lightdarkco) https://www.instagram.com/allheartphoto (www.instagram.com/allheartphoto)

The Makeup Insider is a weekly one-on-one podcast exploring the life and career of makeup artists, hosted by freelance mua Vanessa Barney. This week we take a look at a different type of artist, Automation-Queen, Charlotte Isaac. Organised, tick. Talented, tick. Super friendly, tick. Meet Charlotte. An all-round organisational bada$$ who works with creative business owners to streamline their client communications. She talks us through why she's obsessed with a tool called Dubsado (and she's mildly confident you will be too!) that helps your business stay in motion. Charlotte also provides an overview of Business tools available on her website, to help your business succeed. Whether you're just starting out or have been in the industry for a long time, tune in now, check out the key takeaways and subscribe for future podcasts below. KEY TAKEAWAYS: What Is Automation? It's cloning what you would normally do, without you having to do it. Let's walk through an example for a bridal mua: Someone comes to talk to you about doing their wedding makeup You've got to make sure the date, time and location are organised You probably have to sort out some sort of contract, including requesting a deposit You might want to send them some information on how to get ready You might want to send the bride some skin care tips in the lead up to the wedding, and You might want to send them a reminder a week before the wedding. There's A LOT of information and organising that goes into a job, and while it's different for everyone, what is clear is that automating those 6 steps above makes your job (and life) a whole lot simpler! One of the biggest time sucks for mua's is responding to emails. Most of the time new clients are messaging on a weekend, when they're free - but you're likely at a wedding or have just worked for 8 hours and you're exhausted, and don't want to check your emails and craft a reply. Imagine having that all set up to automatically respond in your tone of voice, for you - without you having to lift a finger!? Why Dubsado? Dubsado helps your business stay in motion. You can build relationships, schedule appointments and streamline your projects from start to finish. Plus, it's especially good for mua's because: 1. It connects with Xero and QuickBooks (Accounting), Paypal, Square and Stripe (Payments), video conferencing apps, email providers and calendar apps. 2. You can try it for free for up to 3 clients - indefinitely! Yes, no lifetime payment needed. 3. You can request a client review a certain number of days after you finish working with them. Automating those pesky Google reviews and recommendations you hate asking for, but let's be honest, really need! Ps. Yes, we totally acknowledge it's an usual name. Fun fact: it's run by a husband and wife, whose son used to run around their house going ‘dub - sa - do', so that's how they landed on the name ;) How Do I Start? “I know it feels like a big job. You need to create a checklist of everything you want automated, then you need to create an account, and set up the system. Look, I'm not going to say it's the easiest thing in the world to set up, but most clients say they end up saving at least 4 hours a week.” Charlotte Isaac Find out how you can get started at charlotteisaac.com/makeupinsider - there are lots of templates and resources available on Charlotte's website, including a guided program where you can sign up with other creatives. Join TMI Email List  Follow TMI on IG  Follow Vanessa on IG Podcast Cheat Sheets  Assisting Sign Up 

 In this interview episode, I have special guest, Charlotte Isaac on the show to talk about your client experience, being a part of a community as a way of growing your business, and lots of actionable tips to implement right now in your bookkeeping business. In this episode you'll hear:4 Ways to make your client experience betterHow to use a tool like Dubsado to implement thoseReal suggestions and tips on communicating your expectations to clientsHow joining communities can help you grow your businessYou'll hear Charlotte and I talk a lot about Dubsado in this episode. If you want to try it out, use code SHOUPCPA to sign up or upgrade to a paid plan during the Dubsado Summer Sale, to get 20% off the already discounted price of $35.Or CLICK THIS LINK>>Connect with Charlotte here>>Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper and Charlotte, @charlotteisaachqFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect of Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Join the 5 Day Free Workflows Made Simple Challenge here>> Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching

I'm chatting with Charlotte Isaac all about up-leveling your CRM into an operational powerhouse. Charlotte shares how most wedding professionals aren't using their CRM to their full potential and give us some great advice on how to truly turn it and work on our business vs. in our business. A little bit about Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busy work, and feel confident in their business. Free Offer! Tea with Jainé listeners and followers can enroll in Charlotte's free ‘7 Steps to Automation' course. The course will help you with setting up your systems and will save you a lot of time! This comprehensive course includes video lessons, exercises to work through on their own, and templates to tick off all the key items in a Dubsado setup. Click on this link to claim your free offer. Visit Website: https://charlotteisaac.com Instagram: https://www.instagram.com/charlotteisaachq Facebook: https://www.facebook.com/charlotteisaachq Love the podcast? Please leave a 5 ⭐️ review on Apple Podcasts. Our Investment Guide Template for Wedding Photographers is available in our online shop. Need help submitting your wedding to publications? We offer 1:1 and Done for You Wedding Curations + Submission Services - click here to book your spot today! Get our Wedding Submissions E-Mail Templates to help make your next online or print submission easier! Stay Connected: Follow @teawithjaine & @jainekershner on Instagram We are looking for Sponsors just like you! Visit Our Website to Apply: www.teawithjaine.com

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

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

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: @weddingsforreal Facebook: @weddingsforreal twitter: @weddingsforreal Hosted 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: @weddingsforrealFacebook: @weddingsforrealtwitter: @weddingsforrealHosted by Megan Gillikin, Weddings for Real is presented by The Planner's Vault, and is produced by Earfluence.

Charlotte is a business operations consultant who helps small business owners like you who love their people and wants to maximize their time. By offering solutions to her clients through automation, more time is saved. Photography business owners like you can focus on more important things.  Sometimes doing menial or boring tasks take much of your time. Sometimes because you procrastinate doing it because you think it's not that important. But, the more you ignore these tasks, the more they pile up. And that makes it even more boring to do. And it is also exhausting, as it will take you so much time to complete it. That's why you have to automate these types of jobs. It will give you more freedom to do other things, the tasks that you actually like doing, and/or help your business make money. Charlotte Isaac is a well-known business operations consultant. She'll guide you through the in and outs of business automation. That will improve your photography workflow. In this episode, you'll learn: When is the best time to automate tasks,How to make the business sustainable through automation, andHow to start automation in your photography business Connect with Charlotte Website Instagram Want more? Follow me on Instagram Join the Facebook group Learn more about the Sustainable Photography Program

Charlotte is a business operations consultant who helps small business owners like you who love their people and wants to maximize their time. By offering solutions to her clients through automation, more time is saved. Photography business owners like you can focus on more important things.  Sometimes doing menial or boring tasks take much of your time. Sometimes because you procrastinate doing it because you think it's not that important. But, the more you ignore these tasks, the more they pile up. And that makes it even more boring to do. And it is also exhausting, as it will take you so much time to complete it. That's why you have to automate these types of jobs. It will give you more freedom to do other things, the tasks that you actually like doing, and/or help your business make money. Charlotte Isaac is a well-known business operations consultant. She'll guide you through the in and outs of business automation. That will improve your photography workflow. In this episode, you'll learn: When is the best time to automate tasks,How to make the business sustainable through automation, andHow to start automation in your photography business Connect with Charlotte Website Instagram Want more? Follow me on Instagram Join the Facebook group Learn more about the Sustainable Photography Program

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!

The Dubsado Queen and Business Operations Consultant Charlotte Isaac is on the podcast to share how to make room in your business for the inevitable, unexpected surprises that life will bring.In This Episode00:00 - Introduction04:25 - Greeting to Charlotte07:17 - Zero in on focus11:10 - Unexpected happens14:11 - Being prepared16:01 - Set reactionary time18:15 - Pay yourself20:40 - Rate percentage 22:15 - Have client boundaries24:59 - Plan ahead just in case27:39 - Schedule CEO days31:00 - Multitasking 34:25 - Change the environment36:06 - Have a community40:37 - Pivoting confidence43:21 - Push to do SOPs45:45 - Stretching yourself49:00 - Fear of the unknown51:18 - Mentality shift54:29 - It's all learning56:05 - Remember why you started1:00:14 - Adding buffer timeGet all links, resources and show notes at:https://joshhall.co/192

Today, my guest is Charlotte Isaac. Charlotte is an expert in the client experience; she looks at helping professional services companies, such as law firms, develop their end to end client experience, and primarily assisting them in automating the whole process as best they can, often using a platform called Dubsado. Although she's not affiliated with the company, she uses the Dubsado platform to help professional services providers to automate the entire end to end client experience. We talk about what's involved in defining that experience, and how you can translate that using a tool such as Dubsado. I think it has a lot of relevance for US attorneys, and I hope you enjoy listening to Charlotte Isaac as much as I enjoyed having the conversation.   In this episode, Neil and Charlotte discuss: The client experience from start to finish.  Identifying shortcomings in your client experience.  Being consistent in your client experience.  How Charlotte uses Dubsado to help her own clients (and how you can too!).   Key Takeaways: You are the expert at your own client experience. Understand what you are already doing and from there you can flesh out that experience.  Find the balance between automation and personalization. With software, you can automate some of that personalization and framework so every client is getting the best experience possible.  Engage and connect with your clients even beyond just their case. It will give you a clearer picture of your client and help you to understand how you can amplify the client experience and better serve them.  Build your client connection where, even when automated, it looks like it is coming directly from you. You do not want to send things to “Dear Client”.    "Building empathy and a connection with your clients is a huge way to build referrals in a very non-sleazy way." —  Charlotte Isaac   Get in touch with Charlotte Isaac: Website: https://charlotteisaac.com/ (https://charlotteisaac.com/)  Facebook: https://www.facebook.com/charlotteisaachq/ (https://www.facebook.com/charlotteisaachq/)  Instagram: https://www.instagram.com/charlotteisaachq/ (https://www.instagram.com/charlotteisaachq/)  Pinterest: https://www.pinterest.com.au/charlotteisaachq/ (https://www.pinterest.com.au/charlotteisaachq/)  Enroll in Charlotte's FREE Course: https://charlotteisaac.com/tle (https://charlotteisaac.com/tle)  Reference:  Dubsado: https://www.dubsado.com/ (https://www.dubsado.com/)    Thank you to our sponsors! http://callruby.com/lawentrepreneur (Ruby Receptionist) - Virtual receptionist & live call services that will help you grow your office (and save money), one call at a time - to learn more, go to http://callruby.com/lawentrepreneur (callruby.com/lawentrepreneur) or call 844.895.7829 The Net Profit CFO - Ryan Kimler works with attorneys who want to enjoy higher net profits without working longer or harder. With just 9 Simple Numbers, Ryan will help you drive more profit to your bottom line-and he won't confuse you with all the details! Connect with Ryan at http://www.netprofitcfo.com (www.netprofitcfo.com). Get in touch with Neil: Website: https://thelawentrepreneur.com/ (https://thelawentrepreneur.com/) Twitter: https://twitter.com/lawentrepreneur (https://twitter.com/lawentrepreneur) Facebook: https://www.facebook.com/thelawentrepreneur/?ref=hl (https://www.facebook.com/thelawentrepreneur/?ref=hl) LinkedIn: https://www.linkedin.com/in/tyralawfirm/ (https://www.linkedin.com/in/tyralawfirm/) If you've enjoyed the podcast, http://getpodcast.reviews/id/1086406592 (please head to Apple Podcasts and leave a rating & review for the show)! It only takes a moment, and really helps me to reach new listeners. You can also http://www.thelawentrepreneur.com/ (head to the website at TheLawEntrepreneur.com) for more information on the podcast and...

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 Isaac is a systems expert. Wait! Come back. She is actually very interesting. She works with copywriters to help them automate the hard bits, the unpleasant bits, the daunting bits – the bits that stop us from succeeding. Systems really are the difference between working in your business and on your business. If you know that your lack of systems is really letting you down, now is the time to get those systems set up.  Read the show notes Join our community of copywriters at CopyClub.com.au. See omnystudio.com/listener for privacy information.

If you find you don't have enough hours in the day, perhaps your systems are letting you down. As a business operations consultant, Charlotte Isaac helps busy people with their systems. She's a living example of making sure she has the time to do the things she wants to do, like travelling to exotic places such as Zimbabwe.   Charlotte Isaac -- https://charlotteisaac.com/ Emma McQueen – https://emmamcqueen.com.au For a copy of Emma's book, 'Go-getter: Raise your mojo, shift your mindset and thrive' – https://www.emmamcqueen.com.au/book/ See omnystudio.com/listener for privacy information.

Resources:Free Course: 7 Steps to Automation

When Charlotte Isaac first started her business as an operations consultant, she had a lot of clarity around what she wanted her business to provide for her - including time for travel and lots of space to take care of the necessities of everyday life. In this episode, she talks about the unique ways she's created that time and space in her business including her decision to take Mondays off and the boundary she set of only checking email twice a week. We also chat about the importance of knowing what success looks like for you and about the benefits of being realistic, not overly optimistic, about your client capacity. Finally, Charlotte tells us all about how her systems act like the bouncer in her business to protect her energy and time. Learn more about the Time Freedom coaching program: https://www.ashleygartland.com/timefreedomprogram   Learn more about Ashley: https://www.ashleygartland.com/   Follow Ashley on Instagram: https://www.instagram.com/ashleygartland/   Learn more about Charlotte: www.charlotteisaac.com   Follow Charlotte on Instagram: https://www.instagram.com/charlotteisaachq/

Charlotte is on a mission to help small business owners ditch the hustle, and grow businesses that let them live life unchained from their desks. Using tools like Dubsado, she helps people automate and elevate their client processes (like onboarding and offboarding) so they can focus on growing their business, not just maintaining it. Charlotte is the Dubsado queen and she has saved my life when it comes to my processes and onboarding clients – what used to take me hours now takes minutes! Dubsado is a very robust tool and I was not using it to it's fullest capabilities until I hired Charlotte. In this episode we are talking all things client management – 3 types of tools you should be using, why to invest in a CRM system, making a plan before you dive in, great questions to ask on lead forms, how to vet clients and so much more. You will leave ready to get organized and be at the top of your game with your clients! Dubsado - This affiliate link gives you 20% off your first month or year of Dubsado. The Shine Online Webinar - 60-minute webinar training to learn how to easily create Instagram content that your audience loves in just a few hours each month SHOW NOTES You can connect with Charlotte on IG: @charlotteisaachq or her website: charlotteisaac.com CONNECT WITH NATASHA Website Instagram