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If you're still relying only on one-off email blasts, it's time to rethink your strategy. In this episode, Emma breaks down one of the most powerful yet underutilized elements of your marketing strategy: email automations. While many business owners know the value of building an email list, few are taking full advantage of what automated email flows can do. Emma explains the difference between campaigns and automations, why your customer experience depends on having flows in place, and how to set up three foundational automations: the welcome flow, re-engagement flow, and post-purchase flow. These email sequences don't just streamline your workload—they actively build trust, boost sales, and elevate how your brand shows up. Whether your list is big or small, automations are the key to scaling without burnout. Listen in as Emma explains: How email flows enhance both customer experience and business efficiency Why automation isn't just about saving time—it's about creating deeper, more intentional connections with your audience Reframing your thinking to treat your email list like a relationship, not just a numbers game And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Ever wondered what it takes to turn a new client into a long-term relationship? In this episode, Alyssa and Dakota dive into crafting a successful onboarding process to execute clear deliverables on a structured timeline. From brainstorming creative concepts to executing multi-channel campaigns, we cover it all.Episode highlights: Creating a proper client onboarding process, transparency and communicating deliverables and timelines will lead to long-term client relationships. Here are items to provide to ensure a strong client onboarding experience: Preparation and Welcome:Send a personalized welcome email, introducing the main points of contact and outlining next steps.Share a welcome packet or client guide that includes your services, communication protocols, and project timeline. Kickoff Meeting:Hold an initial meeting to discuss the client's goals, expectations, and any pain points.Review the project scope, deliverables, timelines, and any relevant documentation. Setting Expectations:Clearly define roles and responsibilities on both sides.Establish preferred communication channels and frequency of updates. Gathering Information and Documentation:Collect any necessary files, branding guidelines, login credentials, or project-specific data.Use a checklist to ensure you have everything you need to start effectively. Project Plan and Milestones:Develop a clear project roadmap with key milestones and deadlines.Share the plan with the client to make sure everyone is aligned. Training and Support (if needed):Provide training on how to use client portals, collaboration tools, or project management systems.Offer resources and guides to make the process smoother. Ongoing Communication and Follow-Up:Maintain regular check-ins to update on progress and address any concerns.Gather feedback to continuously improve the experience and build trust.TakeawaysWork with clients that align with your valuesBe transparent about mistakes and any issues around timelines or budgetsEnsure all stakeholders are involved in the kick-off sessionCelebrate your winsIf you enjoyed this episode of Ladies Who Launch, please be sure to take a screenshot and share it on social media and tag us @ladieswholaunchpod OR, link us to a friend or colleague by sharing the episode. Also, please give us a review and a five-star rating if you love what we're putting down! Ladies Who Launch is a podcast for marketers by marketers. ladieswholaunchpod@gmail.comInstagram: @ladieswholaunchpodYour hosts:Dakota Kidby owns Social Centric, a digital marketing agency based in Calgary, Alberta, Canada.  Instagram: @socialcentricincAlyssa Berry owns Alyssa Berry Communications, a boutique public relations agency based in Calgary, Alberta, Canada. Instagram: @aly_b_yycResources and links: Get in the queue for our new newsletter, dropping April 2025: https://gmail.us18.list-manage.com/subscribe?u=7ae9fd1fd06734635586825ce&id=4fcdb235baStay tuned to our Instagram for updates on episode drops, merch, newsletter drops, events and more: https://www.instagram.com/ladieswholaunchpod/__Transcript: Dakota Kidby: [00:00:08] Hey, hey, welcome to Ladies Who Launch, the podcast where we cut through the noise, ditch the fluff and get real about all things marketing.Alyssa Berry: [00:00:16] That's right, we are your host, Dakota and Alyssa, two entrepreneurs from Calgary who are here to serve up equal parts solid advice, industry banter, and a whole lot of unfiltered opinions.Dakota Kidby: [00:00:27] So grab your coffee, buckle up, and get ready for a podcast that's equal parts fun and real talk. Whether you're in the biz or just curious about what goes down behind the scenes of marketing, we've got you covered.Alyssa Berry: [00:00:38] Let's get to it. Welcome to Ladies Who Launch.Dakota Kidby: [00:00:46] Welcome back to another episode of the Ladies Who Launch. We are coming at you from a very cold Calgary, Alberta. Yes, that's right friends, it is March 29th and it snowed a lot. So that's the spring tease for you here in Alberta.Alyssa Berry: [00:01:03] Yeah. It's, uh, what? Fake? What do they call it, fake spring or?Dakota Kidby: [00:01:08] The fake spring.Alyssa Berry: [00:01:10] Here we are. Which is why Dakota... Yeah, which is why Dakota and I are in hoodies and hats today. Because it wasn't, it wasn't a day for venturing and getting ourselves suited up.Dakota Kidby: [00:01:23] No, but we endeavor to actually go for dinner after this. And, like, honestly, both of us are like, no, we're staying home. It's so cold. I shoveled, I think like three feet of snow off of my sidewalk today.Alyssa Berry: [00:01:34] It's not even like it's I mean, it's cold, it's chilly, but it's not cold cold. It's just lots of snow and it's that heavy, wet spring snow, which is the worst. Anyway.Dakota Kidby: [00:01:44] Absolutely. But today we want to talk to you guys about going behind the scenes of a successful marketing process. So basically, how to take a concept that a client would bring to you, whether you're in-house or an entrepreneur, and taking that concept to execution. And the reason we want to talk about this is something happened to me this week that I don't think has ever happened to me in my entire time running Social Centric. And it kind of got me thinking about my own processes and transparency in the sense that perhaps I need to be more clear about things sometimes. But I was thinking we could kick off with this because Alyssa hasn't heard the story yet.Alyssa Berry: [00:02:28] Please do.Dakota Kidby: [00:02:29] Okay. So without naming names, I had this really fantastic, cool business reach out to me and ask me for some support with their marketing. The very first thing that I do with a client when they come to me is I ask them if they have a plan. So do you have an overarching plan for your company or like a campaign that you want to run or a product that you want to launch? And I want to say like 98% of the time there is no plan in place, not even an overarching one. So from a due diligence and ethics standpoint, the very first thing that we do, even if we are just focusing on one tactic or solution, is we want to have some sort of a strategy or plan around that.Dakota Kidby: [00:03:12] And so I said to this person, okay, this is step one of our process. This is how this gets executed. And let me know how that sits and we can go from there. And I was very clear, I thought, from day one that it didn't include implementation. And anyway, we go through the process, we work together for three weeks. Great strategy, and of course, strategies always have a bit of a phased out approach. Right? So they can kind of come off as a bit of a timeline, but there's a lot of meat and juice in there that is the solution-oriented piece of what we're doing. And then from there, what will end up happening is clients will often come back to us and say, okay, great, now we need help executing. And so we would send them another contract, which is a different kind of contract and a price that would take care of that scope. And oftentimes we ask clients to sign up for a monthly fee because the project tends to be ongoing, just because it makes more sense from like a expectation standpoint on both sides. But other times we'll just do an hourly. So in this case, I proposed, of course, the monthly because there was a bunch of stuff that we needed to get done, and it was going to take probably about six months. Anyway, she came back and said, oh my God. I didn't realize that this strategy thing didn't include actual execution.Dakota Kidby: [00:04:32] And I was like, oh, well, what do you mean? And she's like, oh, I just like, I probably would not have invested in this had I not known that I was going to get actual help after. And I was like, oh, crap. So how I chose to handle it because first of all, I really respect and appreciate this person and I believe in their product, and I was kind of like, you know, I went back through all of our communications and like all of our agreements and everything like that. And I was like, you know, I'm pretty sure I was clear on this, but maybe I wasn't. And because they're a smaller business owner, perhaps this isn't actually, this isn't like the way I should be running this side of my business. So what I then ended up doing was spending a pretty solid chunk of time creating an actual like process and operation for specific businesses that have a lower budget. And it was like, you know what? Moving forward, I'm going to offer the strategy, but then I'm also going to offer some implementation because for organizations that don't have a huge budget, it might seem like a lot to just get that strategy piece done. So it was a really good learning experience for me because it helped me to like, add more value to this specific piece of my business, but also reminded me that clear-cut communication at every step of the way that is documented is a must.Alyssa Berry: [00:05:52] That is a tough lesson that I think many of us have experienced at some point, whether in our own business or otherwise. I think even in in-house, if you're working in-house, I think sometimes you'll get a, you'll move forward on a project or something, and suddenly your boss or director or something is like, this isn't what I asked you to do, or this isn't the direction and blah blah blah, and that you didn't keep copious notes or anything during the lead-up meetings. And so you have no recourse to be like, no, this is what we discussed and this is what I'm moving forward. So then you get yourself into a pickle. And I think that's just a good learning for everyone. But from a business perspective, I made that mistake early on in running a business and not having processes and like operationally set up from the get go and having very clear contracts. I think that's really where it needs to start with so many projects and even in-house projects like starting with a signed-off creative brief or a signed-off project brief, and then writing a business, it's like a signed-off contract that has very clear outlines of not just deliverables, but also expectations. So one of the things that I had to do in running my business is, I got into trouble moving, with people and clients expecting like proof changes after proof changes after proof changes. And of course, I'm paying for those because I'm paying the designer for their work. So then I'm eating that because I've already quoted the cost of the design to the client, now the designer is coming back to me and charging me for all these over and above changes, like when you're on, like, proof seven or something ridiculous.Alyssa Berry: [00:07:49] So I made that very clear in all my contracts that you get three proofs included in this cost and any more proofs or changes on any design, anything after that is charged at this X fee per hour or per 15 minutes or whatever, if I really wanted to be that. The other thing I added into mine from a process perspective too, and this is just a learning for anybody running their own business, is that I have specific wording in a clause in my contracts that states when our agreement and our contract is over, I'm not obligated to keep all of your stuff. You will get, you will have access to whatever you've done, and you have your folder and your documents. After 90 days, I can get rid of all of that. I'm not, I'm not your legal book, like your legal document holder. And I'm not responsible for anything that happens to anything after that, because I also got into a bit of a pickle with that in my business, too, where I had a complete computer meltdown and lost a whole bunch of files, and no clients ever came back to me and asked for any, like, I mean, but it was just my realization that, oh wait, I lost all of these files, and if anybody came back to me, I had no clear clause in my contract that I'm not responsible for housing your documents, nor should you want me to be either, because I am not a private closed circuit loop document holder situation here either. So.Dakota Kidby: [00:09:31] No. And you shouldn't have to give up that space on your computer or your drive. Unless they're an existing client.Alyssa Berry: [00:09:37] Yeah. So 90 days after our the end date of our contract, once you have everything that you get out of this, all of your file, whatever, you have no claim to anything, after that, that I may or may not have. So, it is interesting, and so when we get, when we talk about like process, like that was a process that we both found, but like that started at a contract stage so that we actually could go back and reference what we outlined and were clear or not clear about.Dakota Kidby: [00:10:14] Absolutely. And it's so funny because I run into that pickle, too, in the sense that we are mostly, you know, for the longest time, social media. And so I'll never forget one of our clients that we were parting ways with, and this was a sticky, toxic situation also, we weren't a fan of the client as they were leaving us. They had kind of taken advantage and been disrespectful and we didn't really leave on the best note, but they came back to me and said, I want all my social media graphics from the last three years. And I said, well, that's not part of our contract. And if you want them, you can go through your Facebook and get them. But now we do encourage our clients to start a Pro Canva account. We don't actually do work on our Canva account for clients for the most part, and then therefore they have access to all their graphics if they want to reuse them and stuff after we potentially part ways. And then that just helps us alleviate not having to make space on our drive, and giving them their Canva. Now, if a client says to us, well, we don't want to pay for that and we're using our Canva account, I've said to that we have a clear clause in our contract that they relinquish all, you know...Alyssa Berry: [00:11:32] Rights.Dakota Kidby: [00:11:32] Expectation that they would get. And then they also, if they ever did need us to do some sort of a downloading situation from social or our Canva for them onto a drive, it's like a $150 fee at the end of their contract for us to do that.Alyssa Berry: [00:11:47] Yeah.Dakota Kidby: [00:11:48] So that's just, we just explained that that's the transfer of file fee and process moving forward.Alyssa Berry: [00:11:55] It is interesting how things have changed, even in like the decade that I've had my business and sort of the expectations now and the amount of software that we all use and having, I was the same. I just used to do client work on my own pro Canva and it's like, yeah, don't do that anymore. Like, I'm not, I'm not, no, and even like ChatGPT. So most of us have business, are paying for business access to ChatGPT for various reasons, but then I think, is this like also something you could get called out on by using ChatGPT for client work? But then I'm like, ah, I use ChatGPT in my full time job all the time, so I'm like, I guess if a client really wanted to get all like nitpicky about it, like cool, but, I think there's a lot of things now that we're using that technically, I guess, could be breach of privacy in that way, because we're really putting client information into ChatGPT even if we're not using their names and stuff, we're still putting client information into ChatGPT. But then I'm like, eh, I do that for the company I work for, I put their, although they have their own corporate private ChatGPT whatever.Dakota Kidby: [00:13:18] But yeah that's another thing, like they have if, you know, and I think there will come a day where it's like you set up a suite of tools for a client and then you use that suite of tools and it's not, you know, far-fetched also for us to manage like a Hootsuite or a Metricool or a Sprout account that a client has, like, we give them that option, we say, hey, we can either use our Metricool, which will give you client access to, and you can see all your analytics in a live dashboard as well as, and that's been a godsend for me, to be honest, but they have access to everything. Or we can use your account, however, like if it doesn't have the capabilities that ours does, then, well.Alyssa Berry: [00:13:55] You just have to know that.Dakota Kidby: [00:13:57] Yeah, we'd recommend this software at this point, but yeah that kind of, yeah, like brings us to getting, we want you guys to get out your notebooks and pay attention because we're going to master the scenes of a successful marketing process from concept to execution. So, Alyssa, you want to kick it off with client onboarding?Alyssa Berry: [00:14:20] Onboarding. Yes.Dakota Kidby: [00:14:21] I feel like you're the best at this.Alyssa Berry: [00:14:24] It's, and it's taken a long time to get to this point, but again, as I said, through the trials and tribulations of me making mistakes and all of that stuff, but onboarding is really the most important step because the onboarding is the relationship. Not only the relationship that you're building personally with your client or, whether internal or external clients, because this relates to internal stakeholders from a business from a corporation perspective too if you're not running your own business, it helps set the parameters that help set the stage for what's going to happen. And ultimately, a successful onboarding process leads to a longer-term business relationship. And I have found in my time that the best onboarding processes that I've had with clients are the ones that ended up being, like clients that were like 3, 4 or 5 years long clients because they understood. And what that starts with is having clear objectives of what this relationship is for. Is this relationship for a social media channel refresh? Is this for a rebrand of my assets? Is this for the development of a communications plan? Is this for an internal communication strategy for your corporation? What is that clear thing that we are here to do?Dakota Kidby: [00:16:07] Like, why are you hiring me? Almost a reminder. Because sometimes clients like - and sorry to interrupt - but I find sometimes clients get really in their own heads, and they rush, I find, to find support. And then when it comes time to sign, it's that conversation of I didn't realize this is how much this cost. I didn't realize that that's what my perception of what I told you I needed, that's your perception. And so this is why that clear communication that Alyssa is talking about is so important, because you almost have to remind the client, like why they're getting into bed with you, so to speak.Alyssa Berry: [00:16:41] Right. And part of that is, is setting them and you up for success. And that means, as we were just sort of alluding to, getting them set up on all the tools that are required to complete this contractual obligation, and also ensuring that we have access to all accounts, information and personnel that we need access to at the beginning, and having those clear, that clear delineation right at the beginning, because that, and I've run into this many times with clients is like, they're like, they'll forget to give you their social media passwords or their Gmail accounts or all this stuff, and it's like, oh no, I'll get to that. You're going to get it today, you're going to get it today. And then like months have gone by and you haven't done any work because you can't access anything. And you, but that's also on me because I didn't set them up for that. In terms of creating, what I do with my clients is everyone gets their own Google file. So it'll be like XYZ Company, this is your Google file, here's the link, you have access to this, this is where all your assets are going to go. This is all your this is where your contracts going to live, this is where everything is going to go. And I will itemize everything, I'll make folders for contracts and documents and logos, whatever, but this is your domain, this is where everything is going to live.Alyssa Berry: [00:18:11] Nothing's going to live on your computer. Nothing's living on my computer. This is our space, and so you can't go and be like, oh, this isn't... So that's step one. Now I will say I don't use any like, Honeybook or any of those sort of like, what Dubsado or any of those sort of processing softwares, mainly because they're expensive and I've just never justified it. So I sort of set up my onboarding manually. Like, it's not a formal process, but like the first thing is they get a welcome package with a copy of the signed contract. And a little bit about me and who they're going to be working with. And this is the designer and this is, yeah, this is the writer that we have, and this is going to be the videographer working on your project, blah, blah, blah. Here's a little synopsis of who's who in the zoo here. So, and then I will then send a follow up email with like here are our key check in dates. So phase one check in date is this, and what's going to be discussed is the draft of this strategy check into is this with the first execution dates or I'll have key check in dates because this also sets the stage that they know they're not going to be emailing me 20 times a day.Dakota Kidby: [00:19:36] Yes, because that can be, that is always a problem.Alyssa Berry: [00:19:40] Right? It's like here's your key dates. Dakota Kidby: [00:19:40] But yeah. If you don't have those key dates, then, you know you fell short when you're getting five emails from the client or even just the question of where are you at right now? Where is this at? You don't want that question. You want to have yourself set up so tightly that the client doesn't have to ask. And that is top tier service.[00:20:00] Hey all, sorry for the interruption. Just wanting to remind you to please give us five stars and subscribe to our podcast wherever you listen to podcasts. Honestly guys, this is the way that we build our podcast. And if you're a supporter of Ladies Who Launch, we would really, really appreciate it if you could just give us those five stars and subscribe. Thanks, guys. Now back to the episode.Alyssa Berry: [00:20:19] And once that email with sort of those key dates and all that's in the calendar, then the email goes out about a strategy session or sort of a pre kind of get to know you, what's going on, getting a lay of the land with the client or manager or whoever you're working with. And that can be anything from a two hour session to a half day session to a full day session, depending on how many stakeholders need to be involved in that. Like I know some nonprofit organizations will have it as a full day because they'll want to bring some of their board members in, or some of their or even corporates might want to have some of their C-suite execs be a part of that to just get everyone on the same page before launching into the next phase of like, developing that strategy. So everybody's sort of been in the know of what the project is and what the key deliverables are and when those key deliverables will be delivered.Dakota Kidby: [00:21:17] Absolutely. And the other thing is, it's really funny, I have a girlfriend who works in change management, which is essentially when you come in and you are applying a process or a policy, or there's been a big change in an organization, so big, in fact, that you have to hire like a professional to come in and help manage all your stuff. And oftentimes, depending on the depth of the project, marketing can be very similar in that we have that, and same thing with being a lawyer. We have to almost open the business up and understand and diagnose what the gaps and the issues are before we can come up with proper solutions. And so that conversation that takes place prior to strategy or any sort of strategic planning is very crucial because without knowing what you need to know, like through whether it's a thorough questionnaire and conversation or what have you, it's very challenging to do your job properly.Alyssa Berry: [00:22:09] Agreed. The other thing I'm going to, the other thing I'm going to note before we sort of launch in is when to invoice for this. So I will send my first invoice before the discovery session or the strategy session or whatever you want to call it, because I've also run into issues where I have done work and then invoiced and then not gotten paid, where it's like I don't start work until I get paid for the first bit of work. So however you want to divide out your invoices, whether it's you paid 20%, 20%, whatever, or half and half or a percentage up front or whatever it is, however you want to lay out your invoicing strategy. But I would ensure that you get invoice, you invoice and get paid for any, especially at the beginning if you're out, like you're having to bring on external contractors or you've had to, like, upgrade a software system in order to be able to manage this client or whatever, that you're paid for that before you commence work.Dakota Kidby: [00:23:16] And I'm even going to take it, I'm going to take it a step further and say that we used to do work first and then get paid. And I just moved in January, January 1st, I moved into a new model. None of my clients had a problem with it at all. New clients haven't seemed to have a problem with it. When it comes to a strategy package that we are doing for a client, they must pay up front. And we will not book any sort of chat or conversation past our 30 minute like, client, you know, discovery call, like intro, yeah, we will not even book the discovery without the payment. In fact, I'm actually waiting on a client who sent the invoice to their accountant, which sometimes the accountants put you into a cycle, and I'm going to have to send a note on Monday being like, I'm sorry if you guys have a cycle, but like, this needs to be paid immediately. Otherwise I have to give up your date to someone else. And like, I just find when you have those boundaries, people respect you more and they are actually, like, more willing to work with you in some cases because it's like, oh, you value yourself and your time. You seem like you're in high demand. Cool. This is going to be worth my time. And so, and it just sets up that cadence and that expectation that, yes, I have very firm boundaries about my time and how I get paid. And even for our retainer clients, their invoices come out on the first of every month now, and we get paid before we do things. The other thing is, and actually, I will call out our wonderful producer, Alex, who does our podcast for teaching me this, like extra edits or late, things that come late, like for us, if we're doing, if we're cutting video for a client and they're sending us clips and we need them by a certain date to hit targets, getting really, really, really tough. And if they don't send things on time or they're, like, significantly stressing you out, then there's fees, right? Like, I've had to charge clients a few times for too many emails. It's like, I started literally billing for emails like lawyers do, because we had a client who'd send us 25 emails a week.Alyssa Berry: [00:25:16] Yeah, no. And I, and this is all learning too, that a lot of that can be alleviated during that onboarding phase that we talked about earlier, that those expectations are set up front, and that here's our check in dates, and other than that, I don't want to hear from you.Dakota Kidby: [00:25:35] Unless it's an emergency.Alyssa Berry: [00:25:36] Unless the house is on fire. Yeah.Dakota Kidby: [00:25:37] Or they have a question.Alyssa Berry: [00:25:39] Which is, yeah, why we're reiterating the importance of that onboarding process and those key dates and timelines of when things are going to happen because those dates and timelines are not just for you, they're for them as well, because as Dakota just alluded to, like, if they're late getting you things that you require to complete a deliverable, then you have the recourse to go back to them and a) either charge them for it or b) fire them or like let them go as clients, because that was clearly outlined in the onboarding process as to what the expectations are, both on me as the business owner and you as the client.Dakota Kidby: [00:26:22] Absolutely.Alyssa Berry: [00:26:22] And if either one of us reneges or or isn't able to.Dakota Kidby: [00:26:28] Fulfill our end of the bargain.Alyssa Berry: [00:26:29] Fulfill, then we both have the recourse to walk away.Dakota Kidby: [00:26:32] Absolutely. And so, yeah, I would say number one, as Alyssa has been saying, like your onboarding processes is everything. It really sets the stage for the respect, the boundaries and sort of the story of how things are going to go. The other thing I would highly recommend doing right off the bat, just so that it's out of the way, is getting the client into your invoicing software, making some notes or some sort of recourse around what you're doing for them, for your team, just like a client info document almost. And then during the onboarding, so we actually just overhauled our onboarding process and we're still working on massaging it. But what I do now is I pick one day a week and actually I do have a gal who helps with this, but when it's me doing it, I pick one day a week where I do admin, and actually Alyssa taught me this, and during that day it can be anything from filing to invoices to working on the business, whatever. I will say to a client, Kate, you have an onboarding session with us at 9 a.m. on Monday, this is what you need to have done for that onboarding session, get that welcome package together, send it to them ahead of time, and then you use that hour long session to get all their socials connected. Make sure everything's good in the back end, give them a bit of a warning that, hey, if your social media is, your connections are all screwy and someone's missing access and we have to do a bunch of like digging to fix stuff that does incur another fee.Dakota Kidby: [00:28:04] However, we're going to use this onboarding session to make sure you're all sorted and you kind of give them that foundational onboarding session, and then take that time as well to introduce them to the rest of the team. Just get them acquainted with how things are going to go. Get them acquainted with that timeline, give them their Google Link drive, make sure that they sign off on their contract, and make sure that that invoice is paid. And that's kind of what we're going to do moving forward with our clients. And they seem to really appreciate that. Because the other thing that I find that I run into and have run into in the past is the onboarding process can turn into a month long thing if you don't control it, similarly to what Alyssa had just said, right? So you want to try and get all that shit done right then and there. It should really be you have a 30 minute call with them, if they need more, they have to pay for an hour, right? Because sometimes clients just want some consultation time, they don't actually want to hire you. So that's how you alleviate that gap. And then from there, if they want more, then you book that onboarding call, you send them the documents, they make sure that they are committed pot committed to the to the process. And then from there you book things into your schedule. So Alyssa, how are you managing, like, I'm curious to understand how you, what your thoughts are on managing just like the relationship as it goes.Alyssa Berry: [00:29:29] What I found works the best is that I have one contact that I work with. There is one direct person that is assigned to me or whatever from your organization. I don't have the time or the inclination to deal with six people in your organization or in your business. And oh, but Sally does this and this. I don't care what Sally or Bobby or whatever do in your back end. You're going to make that, you're going to make sure that Sally and Bobby get Linda all the information, and Linda's the one that I'm going to, I'm going to deal with on a regular basis. Not that I don't love Sally and Bobby, but I, with multiple, multiple clients, I don't have time to, like, sift through your business Rolodex to figure out who I need to talk to to get something done. It's like no, one contact. And so me and Linda, we're going to be besties. And if Linda isn't getting what I need, then I'm going to be able to tell Linda. And I don't have to worry about informing Bobby and Sally, because I assume that Linda's going to inform Bobby and Sally or whoever needs to know. That's key one, is having a person or if you have to, two, like if they're married or something, whatever. But no more. I'm not working with your team of people. I do not care what they do. Don't. So that's step one. And the other thing to keep a relationship, or like whether it's an internal corporate relationship or an external business relationship, healthy is being very transparent. I have found that the minute as a business owner, if I've done something or I've missed something or whatever, and I've tried to like, figure it out and manage it on my end it just becomes...Dakota Kidby: [00:31:24] ... terrible. Hide it. No, I would just, but yeah, like you try to manage it yourself or, like, brush it under the rug. Absolutely not. You need to tell them immediately.Alyssa Berry: [00:31:32] Yeah. Transparency. And I expect that of them too. Like if Sally broke her leg and didn't get Linda the photos or whatever, cool. Just let me know. Like, we can work with that. I'm not, like, going to come down there and scream because Sally broke her leg. Like life happens, all that happens, we know that. And that's part of being in a good relationship, is being transparent to be like, hey, I messed up or oh crap, I missed this, I'm going to take care of it right now, blah, blah, blah. I mean, that happens in everyone's day to day life. Like, your husband forgot to go to the grocery store on the way home. Like you just, things happen, but you deal with it and you're transparent about it. So that's like sort of step two is being transparent about things that have happened and being transparent about great things too. Like being very quick to congratulate them on things or praise them on things or if they've got client of the month or, I don't know, like whatever stupid thing you can, stupid thing, but like, people like to also receive positive feedback. Like if every time that you're interacting with someone it's negative or it's to talk about something that went wrong, then that's also a bit of a detriment to a relationship. So make sure that you're like, I would do things like send Starbucks over to clients, like just or if I knew they were having a rough day, I'd like send them.Dakota Kidby: [00:33:01] A Skip the Dishes gift card.Alyssa Berry: [00:33:02] Or some DoorDash or Skip the Dishes or whatever. Because those...Dakota Kidby: [00:33:06] Like, celebrations. Like it's their birthday, like it's their company's birthday or...Alyssa Berry: [00:33:12] Yeah, anniversaries. Or like they just hired someone new, so send them some flowers, or someone's leaving and all those sorts of things matter. I would always keep notes of those kind of things in my calendar if I knew things were coming up or if clients I knew were going to a conference or they had a big presentation coming up or any of that kind of stuff, I would always like, put that in my calendar and send them a note or an email or like a text, be like, good luck, blah, blah, blah. So that's the other thing is that like always leading with the positive instead of the only time you're talking to them is if something went sideways. That's also the other thing. But in parallel to that, this is also a learning, is that your clients aren't your friends, just like your coworkers aren't your friends. You don't share personal information. You don't talk about your personal life. You don't talk about going on dates. Like there is a line, like this is still a professional relationship, and I don't care that they're the same age as you, or they're also single or whatever, it's professional because you don't know who they know, and the world is very small, and you don't ever want to be, like, bitching about a guy that you went on a date with but it turns out like that guy is like their cousin's best friend or something. Like, you have no idea who people know, right? So that's always a very clear line for me, is that you don't know anything about me. You know who I am. You know I do good work, you know, whatever. But you don't know what I do when we're not together, because it's none of your business. And I don't need to know anything about you either. And so that's sort of the number three too, is that be very, have very clear boundaries of client or even boss/staff or like internally, right. Like no one needs, no one wants to or should know about your personal issues.Dakota Kidby: [00:35:11] And if I could add like a what am I trying to say? You know what I mean. And yeah section to that, I would say enjoy your connections with people. Like, that's not to say that you can't have a conversation or something, but case in point, if somebody knows you too well, oftentimes meeting agendas will also get completely out of control. So and I'm...Alyssa Berry: [00:35:40] Totally off the rails.Dakota Kidby: [00:35:41] ... because I like to be friends with everybody. And I am a recovering people pleaser. So the other day, actually, I had the worst migraine of my life, I just like wasn't feeling great, but I, you know, I was at the meeting, showed up, it was all good. And my client and I well, she started talking about politics and...Alyssa Berry: [00:35:58] Oh, God, what is wrong with people?Dakota Kidby: [00:35:59] No, but we always, like, have conversations about politics. Like and we're buds and we, again, going against everything Alyssa said. But I do really love working with this client and like we do have a lot in common. So she and I do banter. But anyway, I literally had to say, I'm so sorry, but like, we only have an hour and I'm exhausted and I'm not feeling the greatest today. Do you think we can just get through this meeting? And then I have to go grab a coffee. Then we'll do our next thing that we have to do. And then I gotta go, like, and she was like, nope, no problem at all, all good, like so sorry. And I was like, no, no, it's fine. It's just that again, if you build that personal rapport with your clients, your objectives with getting work done are going to be more ineffective no matter how you swing it. It's the difference between coming in for an hour, meeting with your counselor, right, and then, like, going for wine with them and then having a meeting. So like, just differentiate those two things. If you want to go banter with your client because you find them interesting as a human being, separate it. Ask them to go for wine as a separate human being. Do you know what I mean? Or don't?Alyssa Berry: [00:36:59] See, I wouldn't even, I wouldn't even recommend that.Dakota Kidby: [00:37:02] But, I mean, I am friends with some of my clients, so like I have a different standpoint.Alyssa Berry: [00:37:05] But here's the thing, though. Like if that personal relationship goes south, what does that mean for your business relationship?Dakota Kidby: [00:37:12] I'm not close with them in that respect. I would say if the, like the personal relationship going south probably isn't a, I'm not like besties with any of my clients. I do have one client who I am pretty good friends with, that if she and I ever had a falling out and then like the contract, it wouldn't bother me because it'd be like, well, I don't really want to work with you anyway, but I will say I am, like, I do have a couple of other clients that like, I'll go, I would go and have a beer with them. But we have a very clear, like line in the sand that we both understand, if that makes sense. And they've just been with me for a really long time, so it's almost been impossible to not develop a friendship because we've been through more with each other than just the work. Like, I've seen them go through things and they've seen me go through things, we've had each other's backs, you know, that kind of stuff. And so sometimes it can be inevitable. But for the most part it, you really should look at it like a relationship with your psychologist. It's, you're there to get work done and you don't need to offer up any more of your time than that. And you're also not their therapist.Alyssa Berry: [00:38:18] No. And they're not your therapist.Dakota Kidby: [00:38:21] Absolutely.Alyssa Berry: [00:38:22] I'm going to caveat that politics talk for a second, because I think Dakota and I need to do an episode on this because when I said, oh, politics, what are you doing? Because, like, normally, like generally politics in a business meeting doesn't really come up. But I mean, and I've said this before in this podcast and like anybody could see, my political affiliations are fairly notable.Dakota Kidby: [00:38:48] Like, people know.Alyssa Berry: [00:38:48] People know my thoughts on things and people know.Dakota Kidby: [00:38:51] They know who you are.Alyssa Berry: [00:38:51] So I do have a caveat to the whole political thing because when people talk about like, oh, don't, don't ever share your politics or whatever online or like separate your personal and your business brand in that way, I'm like, no, because I have seen a lot of people on LinkedIn who I will know I'll never work with because of the shit that they post on LinkedIn of all places. Right? Like when did LinkedIn become Facebook? But that's a whole other conversation.Dakota Kidby: [00:39:21] It's true.Alyssa Berry: [00:39:22] Because, yeah, like they're raging Trumpers.Dakota Kidby: [00:39:26] And so are you saying it's a bad thing?Alyssa Berry: [00:39:28] White nationalists. No. I want to know. Now I know. So I, because I work with people who who align with my values, like I'm a person, no one should be separating their personal feelings or their values about things because of business. Like, and I've said this on this podcast before, but I'm a vegetarian, so I would never work with the like Canadian Beef Association and not because they're bad or that I, but I would have no idea what I would communicate about the Canadian Beef Association, because I don't eat it and I don't have any concept of it. So it's the same with like aligning myself with a Raging Trumper client. I would never do that because I have no interest in promoting whatever the heck you're doing or like you're Elon Muskness or whatever the hell. So I'm a big proponent of like, yeah, share your political leanings like as a personal person, personal person, online so I can know because it's a good way to weed out, and that maybe is an onboarding process too, is that I look at people's socials, I look and see like outside of their business. Because like if you're, if what you're representing on your business goes completely against who you are as a person and what you're promoting on your personal accounts, I also don't want to work with you.Alyssa Berry: [00:40:50] So, and people do that with me too, like, I mean, I'm sure there's people who are like, oh my God, you're like a raging leftist. I'm like, I'm not really a leftist, but I guess if you're like a Trumper, that would seem appropriate. But yeah, I don't want to work with you. Like, yeah, you can weed me out too, like, have at her. So that's the other thing is like, yeah, not being like all besties and like therapists with your clients, but also working with people who you align with and align with your values is really important, because if you're trying to fit a square peg in a round hole, like if you're like, can you imagine, like working with, like an anti-abortion organization?Dakota Kidby: [00:41:27] And even if I was like managing their like working on a strategy for call it like their flower shop, and I found out that they were like doing that on the weekend, I would just feel really uncomfortable and I wouldn't want to be aligned with it. That's the other thing. Yeah, like we've had a couple of clients over the years contact us to work with them. And just like the alignment wasn't there based off of a value standpoint. So, but yeah, I think like the final thing I would leave with you guys in terms of, or that we would leave with you guys in terms of like the processes, that your exit process is just as important as your onboarding. So clients are going to go. Everything ends eventually. So just having a really thorough exit process as well, like a nice questionnaire or conversation around like how was the work? Could we have done anything better? Can we get our testimonial, whether it's like a video testimonial or a quote or we're going to prepare a case study. You know, we're going to put that on our website. We'd love for you to, like, spread the word when we post about it on LinkedIn and tag you. So just taking that opportunity to to get that word, and then a referral, maybe offering them like, hey, if you know, things went so well with us, so if you refer to us, we will give you, you know, 10% off your next service or, you know, we would really love a referral. So that's your opportunity.Alyssa Berry: [00:42:48] Yeah. And that's also where that whole piece about here's all of the stuff we worked on, there's your Google Drive, and after this, like I'm not responsible, so don't like send me an email in seven months. Be like, whatever. Can I get a copy of that? Like, yeah.Dakota Kidby: [00:43:05] And it's the opportunity to get removed off their social channels too, which you absolutely should do, and tell them to change their passwords.Alyssa Berry: [00:43:10] You need to get removed.Dakota Kidby: [00:43:11] Yeah. That's right.Alyssa Berry: [00:43:12] Yes. So I mean it's sort of closing the loop and like sending a nice thank you. I've done that in the past, too, for clients is like sent them a bottle of wine to their office or whatever as like a thanks for working with each other and blah, blah, blah, like, always those things because even if it didn't entirely end on the best terms, like if something happened or if maybe the contract ended early for various different reasons, like it wasn't someone's fault, it's just timing or budget or whatever, always be the bigger person because again, you don't know who people know.Dakota Kidby: [00:43:46] Always be the bigger person and just be professional. Stay in your lane, keep your head down. You know, live in your lane.Alyssa Berry: [00:43:55] And that's how, like, Dakota and I have had clients for three, four, five, whatever years. Like you treat people well and do good work, and they will stick around because even if they threaten, like and I've had clients threaten from time to time to be like, well, I think we're going to RFP for this, and I'm like, cool.Dakota Kidby: [00:44:13] Yeah, if you need some fresh blood, I get it. One thing I will say, though, someone, an old boss of mine taught me this, and I think it is some of the best advice I've ever gotten. She said to me, help people in a way that you would never expect anything back. And so I think just from a community standpoint, and if a client has left your roster, but maybe they reach out just for like a quick piece of advice, highly recommend knowing when to differentiate from like, okay, this, I'm going to give you this my time or, you know, or like, oh, it's a big ask so I have to charge for it. Like, I, Alyssa and I are big on like, being there for people where it's appropriate. And of course, this community, Ladies Who Launch is all about that. It's about supporting people who don't have sounding boards and teams, and they need community to thrive. And I'll never forget, I asked a fellow provider for some advice one time, and she was like, well, I'm very busy and I have kids and like, my time is very precious to me, so I do have to charge you for this hour that we're going to chat. And at the time, I remember I was livid. I was like, what a, you know, like, I can't believe she would charge. What the heck? Then as time went on and people started to ask me for things, it was like, oh yeah, a five minute conversation or connection point, no problem. An introduction, no problem. Quick piece of advice, absolutely no worries. Even if it is an hour long conversation, as long as it feels good in my gut. But there are opportunities where, yeah, it's completely appropriate to charge for your time as you become a subject matter expert in something. And now looking back, I'm like, you go, girl, I really shouldn't have been offended. So just knowing when it's time to lend a hand and just be kind versus, you know, charging for your time.Alyssa Berry: [00:46:08] Yeah. Because that's the other thing you learn as grizzled veterans and running businesses is that your time is worth a lot.Dakota Kidby: [00:46:15] It's worth something. Absolutely.Alyssa Berry: [00:46:17] And you can give that time away to the things that you value to give your time to. But for every rando who wants to have to pick your brain for half an hour...Dakota Kidby: [00:46:29] If you're getting those requests like 20 times a week. That being said, too, I will admit, like, I've even caught myself asking for too much sometimes from friends and people that I have in my circle. And yeah, it's, you know, you think that it's okay, but you do have to be respectful of people's time and stuff like that. So with that, we hope that this has been helpful and we would love to hear more from you guys. If you want to know, if you've had any like process mishaps or blow ups, we would love to hear from you guys. So just DM us on Instagram at Ladies Who Launch Pod or send us an email at Ladies Who Launch Pod at gmail.com and we'll see you in two weeks.Alyssa Berry: [00:47:14] Thanks for tuning in to another episode of Ladies Who Launch.Dakota Kidby: [00:47:18] Don't forget to hit the subscribe button and give us five stars anywhere you listen to podcasts. Honestly guys, if you can do that for us, we would be so thankful. It's how we grow our podcast and the more subscriptions and the more five stars we get, the better. So thank you so much for supporting us and we'll see you next time on Ladies Who Launch.

In this episode of the I Do Wedding Marketing Podcast, I'm thrilled to sit down with Amy Gould, a certified Dubsado specialist and HoneyBook educator, to talk about all things systems, automations, and CRM strategies tailored specifically for wedding professionals. Amy shares how her unexpected pivot from HR to becoming a CRM expert began during the pandemic, and how her passion for streamlining and simplifying led to a full-blown business supporting creatives like us. We dive into the unique needs of wedding pros, from the long booking cycles to the seasonality of our work, and how the right CRM—like Dubsado or HoneyBook—can completely transform the way we manage clients, follow-ups, invoices, and all those tiny details that can otherwise slip through the cracks.If you've ever felt overwhelmed by admin tasks, or if you're still piecing together workflows with sticky notes and spreadsheets, this episode is your permission slip to embrace automation without losing that personal, heartfelt touch that sets your service apart. Amy walks us through how to create a high-touch client experience that feels thoughtful and customized, while still being scalable and efficient.Now is the perfect moment to invest in systems before the wedding season really ramps up. Whether you're a seasoned pro or still building your brand, you'll walk away from this episode with real insights into how CRM tools can give you your time back and help you grow your business with confidence and ease.Follow Amy Gould:Website: https://amysgould.com/Instagram: https://www.instagram.com/amyspearson_/Facebook: https://www.facebook.com/amy.s.gouldFollow the Host, Nina Addeo: Website: https://www.idoweddingmarketing.com/Instagram: https://www.instagram.com/idoweddingmarketing/Email: hello@idoweddingmarketing.com

Aim for excellence and know that perfection is impossible. I want excellence in my business and for projects to be complete and done extremely well, but perfect just won't always happen. Trust me, I get it! I've found that I have been a victim of the perfectionist trap for way too long and am just recently figuring out just how much this has held me back. We are exposed to the pain-free narratives of others while acutely feeling and experiencing our own struggles. Getting to where you want to be is a set of stairs where you are taking one imperfect step at a time. In this episode, we answer questions like… How to start moving forward and get out of the perfectionism trap. How to stop comparing yourself and get more done! Strategies you need to start dealing with perfectionism within yourself. Resources mentioned in this episode:  Dubsado - use designersoasis20 for 20% off! More on Adam Grant JOIN: Designer's Oasis Membership FREE DOWNLOAD: 7 Habits of Highly Profitable Interior Designers Sign up for The Brief today!  

Ready to make booking you effortless for your clients? In this episode, I'm breaking down how to create a five-minute booking process using a well-structured proposal (or quote/smart file, depending on your CRM). If booking feels like a scavenger hunt, leads will ghost instead of sign—but with the right setup, you can take them from inquiry to booked in just minutes!If you've been following along in the Client Experience Series, this final step ties everything together! Plus, if you need an easy button, check out my pre-made booking proposal templates for Dubsado & HoneyBook. No Canva or coding required!

Are you unknowingly leaving game-changing opportunities on the table when it comes to social media? If you've ever felt like you're lagging behind while others seem to be scaling effortlessly, you're not alone. The truth is, social media offers unlimited possibilities—but without clarity, it can feel overwhelming. In this episode, Emma is uncovering three major opportunities that many brands overlook, from optimizing your profile for discoverability to building deeper audience connections and leveraging e-commerce in new ways. These hidden strategies could be the key to unlocking your next level of growth. Tune in to learn how to align your social media efforts with your goals and start making moves that actually drive results. Listen in as Emma explains: Why an optimized social media profile is essential for discoverability The importance of aligning your social strategy with your evolving business goals How e-commerce is shifting and what it means for your brand And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20  

Choosing a CRM (or customer relationship management) tool for your wedding business or venue is a way to streamline your processes and save yourself time. However trying to decide which tool and price point is right for you can be a complete minefield. In today's episode I am talking to Rachel Parker who not only works as part of my team but also owns her own VA business. At the end of last year I set Rachel a research project - to compare 3 of the most popular wedding industry CRM's systems and in today's episode we discuss her findings. We talk about the features they have, the pros and cons to each, the pricing and who they would work best for. If you have been considering a CRM or want to see if yours is the best option for you, then dive into today's episode to find out.Find out more about how the Wedding Pro Agency can help you get set up.Join the Wedding Pro Members LoungePlease note all the links below are affiliate links:Check out BriteBiz (and get 25% off your first two months)Check out DubsadoCheck out Aisle Planner - Use code BeccaFollow Rachel on InstagramTime Stamps:00:28 - Introduction to CRM for Wedding Businesses04:32 - Understanding CRM: A Comprehensive Overview08:31 - Introduction to CRM Systems for Wedding Professionals14:15 - Pros and frustrations with Aisle Planner20:31 - Pricing and Project Management in Aisle Planner24:44 - Transitioning to Dubsado: A New Perspective on Project Management Tools30:22 - Exploring Dubsado's Features and Limitations37:20 - An Overview of Dubsado's Features and Pricing44:21 - Integration Features of BriteBiz50:22 - Limitations with BriteBiz01:00:01 - Getting Started with CRM Systems01:06:12 - Building a Community in the Wedding Industry

This month saw big changes in the digital marketing world, and you need to stay ahead! In our March Marketing Update, Emma breaks down the latest must-know shifts across platforms, from TikTok's reinstatement in the App Store to Pinterest's record-breaking growth and Instagram's controversial new dislike button. Plus, TikTok is testing a game-changing subscription feature for its e-commerce platform, making it an even bigger rival to Amazon. Whether you're a business owner, social media manager, or marketer, understanding these shifts will help you stay competitive and capitalize on emerging trends. Tune in as Emma unpacks the latest developments and outlines how they'll impact your current social media strategy. Listen in as Emma explains: What TikTok's reinstatement means for your account How Pinterest's growth could drive more traffic to your brand Why TikTok Shop's subscription model might revolutionize e-commerce And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20  

Beth Kocol is a Systems & Automation Strategist and Certified Dubsado Specialist with a strong passion for helping women bring efficiency to their service-based businesses.She founded Studio320 as a Virtual Assistant and learned rather quickly just how challenging it can be to juggle family and personal fulfillment - solid systems were a necessity to keep all the wheels turning and all the people happy. With a keen ability to spot areas for streamlining and optimization, Beth now helps her clients to  get their brains outta their back-ends by leveraging systems and automation, getting time back in their day without sacrificing personal connection.TAKEAWAYS:Make the point of entry to work with you simple. Figure out the first action you want people to take to express interest in working with you and make it simple, easy and fun.Create systems that can work with you and grow with you. You can always change what you're doing to better support your business. Go back over processes often and refine. Write down your client journey step by step. Go back through the process and think about the different ways you can uplevel that experience. Think about parts of the process that can be automated and let that work for you instead of you doing things manually.RESOURCES:Visit the blog post that goes along with this episode for more resourcesHang out with Beth over on InstagramVisit Beth on her websiteSnag a seat in Allison's Sell on Autopilot Masterclass, and learn how to use email marketing to sell while you sleep (or, ‘ya know…live your actual life!)CONNECT WITH ALLISON:Follow Allison on InstagramDID YOU HAVE AN 'AH-HA MOMENT' WHILE LISTENING TO THIS EPISODE?If you found value and are ready to take action from listening to this episode, head to Apple Podcasts and help us reach new audiences by giving the podcast a rating and a review. This helps us to reach more online coaches who are creating a thriving 6-figure business.Music courtesy of www.bensound.com

We all know that content is king, but without an engaged community, your content is going nowhere! In this episode, Emma dives into the critical role of audience engagement in building a successful brand on social media. It's not just about creating great content—it's about ensuring that content reaches new people, sparks conversations, and nurtures relationships that lead to real business growth. Emma breaks down the three essential pillars of your marketing strategy: content, strategy, and engagement, and explains why engagement is the key factor holding it all together. If you're tired of posting into the void and not seeing results, this episode is your wake-up call! Discover how to build a thriving online community that fuels your brand's success in 2025. Listen in as Emma explains: Why content alone won't grow your brand on social media The role of engagement in turning followers into paying clients How to strategically attract and nurture your ideal audience And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20  

January 2025 was a whirlwind for social media marketers. The sudden TikTok blackout and its equally sudden return left everyone scrambling for answers. Now, as we move into February, Emma is unpacking the implications of TikTok's 75-day extension, how brands should move forward considering this uncertainty, and what other social platforms are doing to capitalize on the chaos. In this episode, Emma explains how Instagram is doubling down on video with its new "Edits" app and a push for longer Reels, while X (formerly Twitter) has introduced a dedicated video tab, further signaling the dominance of video content. Stay ahead of the game with Emma's breakdown of these critical updates and learn how to keep your content strategy agile in a rapidly evolving media landscape. Listen in as Emma explains: What TikTok's 75-day extension means  How Instagram's "Edits" app is changing video content creation Why longer Instagram Reels are now being favored And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20  

Recently, I conducted a little marketing research about what's holding women in business back from being productive. One of the most popular responses? "I'm drowning in client work and don't have time to work on my own business." If this sounds like you, you're not alone! I invited Colie James to the podcast this week to share how to transform your backend client processes to help you reclaim your time and sanity while also taking advantage of hidden money making opportunities in your client workflows. This conversation is filled with actionable strategies for creating sustainable client workflows, selecting the right CRM, and how to not feel annoying when you follow up with potential clients. If you're a service provider, this episode is packed with expert advice to help you save time on client work, build workflows that are easy to maintain, and feel confident about the systems running your business.If you've ever wondered where to start with automating your client workflows or how to take the stress out of client management, this episode is for you. Tune into this conversation with Colie to learn how simple tweaks to your workflows can unlock major growth while giving you more time to focus on what matters most.KEY TAKEAWAYS FROM THIS EPISODEHow to streamline your client workflows to save time, reduce stress, and boost profitabilityThe Magic Email: A follow-up strategy that helps you get clarity and closure with clients.The four essential parts of a client workflow and why you need themWhy outlining your workflows on paper is the first step before choosing a CRMSHOW NOTES: https://jadeboyd.co/client-experience-colie-james/ LINKS AND RESOURCES MENTIONED IN THIS EPISODEFree Workflow and Automation GuideFollow Up Email Examples The Magic EmailCRMs discussed: Dubsado, HoneyBook, TaveTask Managment Software Discussed: Airtable, ClickUpMeditations for Mortals by Oliver BurkemanCONNECT WITH JADEWebsiteInstagramJoin My Email ListFREE...

Today I'm so excited to share with you this amazing episode with Indianna Knight from Studio Eighty Five. Studio Eighty Five specialise in transforming and elevating wedding businesses using Dubsado - the big daddy of all systems! I chat with Indianna today about her background as a makeup artist, and how she pivoted into building systems for makeup artists, becoming the go to gal for Dubsado. We touch on: - Who is a good fit for Dubsado, and who isn't. - Indiana's background as a makeup artist and what turned her into the Dubsado queen she is today - The pros and cons of Dubsado - Can you build it yourself? And so much more! Thank you so much Indianna for joining me today! I hope you love it! Follow Indianna on Instagram ⁠⁠here⁠⁠ Learn more about her services here  LINKS:  Join the makeup artist membership - Level Up Club here ⁠⁠⁠⁠⁠⁠⁠⁠monthly makeup artist membership!⁠⁠⁠⁠⁠⁠⁠⁠  Use code ANTIMEMBERSHIP to join for £50 for the ENTIRE YEAR! Free Trial Code: LUCTRYME Subscribe to me on YouTube ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠! Follow me on ⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠!   Join our ⁠⁠⁠⁠⁠⁠⁠⁠monthly makeup artist membership!⁠⁠⁠⁠⁠⁠⁠⁠ Kayleigh's diary of the Business BTS⁠⁠⁠⁠⁠⁠⁠⁠ newsletter!⁠⁠⁠⁠⁠⁠⁠⁠  Want some cool freebies?⁠⁠⁠⁠⁠⁠⁠⁠ Check em out ⁠⁠⁠⁠

It's hard to believe we've reached 100 episodes of our podcast! For the past two years, every single Thursday, we've been sharing insights to help better your business and your life. We couldn't have done it without you—our amazing listeners. Your support each week has made this journey possible, and we're so grateful for you!   So, to thank you, we have decided to share 33 quick, actionable tips that can transform your elopement photography business. We cover mindset, marketing, gear, client experience, and planning so you can work smarter, not harder.   We've been in your shoes and know the challenges of running an elopement photography business, and we want to help make it easier for you.   Ready to make running your business easier? Hit play now and celebrate this milestone with us!   Resources mentioned in this episode: Get 20% off Dubsado, my favorite CRM for managing your contracts, workflows, and invoices (affiliate link)   Connect with Megan:

Podcasting isn't just a trend. It's here to stay, and it's a powerful tool to scale your business. In this episode, Emma breaks down everything you need to know to start, grow, and monetize your own podcast. From identifying your target audience to creating a consistent schedule, and even exploring creative monetization strategies, Emma shares a comprehensive guide to building a podcast that truly adds value to your business.  You'll also learn why podcasting is one of the best ways to connect deeply with your audience and build authority in your niche. If you've been putting off starting a podcast or wondering how it can benefit your business, this episode will give you the clarity and confidence to dive in headfirst! Listen in as Emma explains: How to define your podcast's target audience and deliver unique value The key tools and strategies for launching your show successfully Creative ways to monetize your podcast without relying solely on ads And much, much more!   Work with us for your podcast production + management needs The podcasting microphone Emma recommends   Connect with Ninety Five Media: Website   Instagram  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

It's a new year and a new month, and that means fresh marketing updates you need to know to stay ahead in 2025. In this episode, Emma dives into the latest features and trends across Instagram, Meta, and Threads. She outlines Instagram's new “Trial Reels” feature that could change the way you create and approve content, the reason you should be paying attention to Threads (if you aren't already), updates to Meta's performance metrics, and lots more. These updates are crucial whether you're a creator, a marketer, or a business owner. Tune in to learn what's changing, why it matters, and how you can leverage these tools to drive growth in Q1 and beyond. Listen in as Amanda explains: How Instagram's Trial Reels could change your content approval process Threads' dramatic rise in downloads and what it means for your strategy Why Instagram's DM scheduling tool is a game-changer for marketers And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:  strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

What if your email list could become your secret growth engine? In this episode, Emma tackles a powerful listener question about making email marketing work for service-based businesses—especially those with frequent one-time clients. Drawing from a makeup artist's real-world challenge, Emma breaks down how email marketing can transform relationships with past clients into ongoing revenue streams. She shares actionable strategies for re-engaging your email list, crafting irresistible offers, and building automated flows that nurture your audience long after the first interaction. Whether you're new to email marketing or ready to refine your approach, this episode has the tips you need to start scaling your service-based business with email. Listen in as Emma explains: How to re-engage past clients and spark new sales opportunities The value of automated email flows for nurturing your audience Steps to deliver an unforgettable customer experience post-purchase And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

In this solo episode of the Business-First Creatives podcast, host Colie James dives deep into the intricacies of switching Customer Relationship Management (CRM) systems. Drawing from her extensive experience as a photographer who has transitioned through multiple CRMs and as a strategist assisting other entrepreneurs, Colie offers invaluable insights into when it makes sense to switch CRMs, the challenges involved, and the steps to take for a smooth transition. Whether you're contemplating a switch or simply curious about optimizing your current CRM setup, this episode is packed with essential tips to keep your business running smoothly.If you've tried setting up your Dubsado or Honeybook account, yet aren't actually utilizing all of the features it offers, I want to invite you to check out The CRM Blueprint. My course includes templates for all of the forms, emails, and workflows that you need to get paid in one easy step. Ready to maximize your use of Dubsado or Honeybook, enroll in The CRM Blueprint today! Use the code PODCAST for 10% off.Learn More >>Mentioned in this EpisodeHow to Setup Your Dubsado in Less Than 3 HoursHow to Setup Your Honeybook in Less Than 3 HoursHow to Switch from Honeybook to Dubsado Without Losing Your MindDubsado - Get 30% off your first payment (month or year) with code coliejames (aff link)HoneyBook - Get 30% off your first year (aff link)

Ever wondered how to juggle multiple clients, streamline business processes, and still keep your sanity intact? Cody, MKW Creative Co's OBM, is back to dish out the secrets to avoid burnout, set firm project deadlines, and make your business run like clockwork. From managing client expectations to discovering your team's “zone of genius,” you'll learn how to build an efficient foundation for your business.   Cody Garner-Howe is an operations and systems strategist! What does that mean? She takes a look at how your business is currently running, and searches for improvements in tools, technology, and systems to make your business processes work better for you. Her goal is to help entrepreneurs reclaim their time, make even better business decisions, and improve their product or service delivery to clients. Cody has five years of experience in SaaS and CRM system management for small, medium & enterprise size businesses. She specializes in Dubsado, Microsoft Dynamics 365, and Emarsys, but loves nothing more than learning the ins and outs of a new platform. ----------------------- In today's episode, we cover the following: Leaving the corporate world What Cody uses to manage MKW Creative Co. Project management and proposals Workflow optimization A day in the life of an OBM Optimizing your time with Harvest Quoting projects with a pricing matrix Client retention and service expansion Team productivity and well-being Proposal vs. actualized projects What's inside Cody's audit Goals for 2025 ---------------------- RESOURCES: Episode 128: Meet the Team: Online Business Manager Cody Garner-Howe ----------------------- GUEST INFO: To learn more about Cody and how she can manage your online business, follow her on Instagram @CodyOBM visit her website CodyGarnerHowe.com, and get 15% off a Process Audit using the code KMA2025. ---------------------- This episode is sponsored by Sticker Giant. Elevate your branding with labels and stickers that will attract attention in all of the right ways. Bring your designs to life by visiting StickerGiant.com and using promo code KMAPODCAST for 15% off!! ----------------------- WORK WITH MKW CREATIVE CO.   Connect on social with Michelle at: Kiss My Aesthetic Facebook Group Instagram Tik Tok ----------------------- Did you know that the fuel of the POD and the KMA Team runs on coffee? ;) If you love the content shared in the KMA podcast, you're welcome to invite us to a cup of coffee any time - Buy Me a Coffee! ----------------------- This episode of the Kiss My Aesthetic Podcast is brought to you by Audible. Get your first month free at www.audible.com/kma.   This episode was edited by Berta Wired Theme music by: Eliza Rosevera and Nathan Menard

Yes, ANY niche can see results from strategic social media marketing. In this episode, Emma dives into some of Ninety Five Media's greatest Client wins of 2024, sharing five inspiring success stories from a variety of industries, some of which you may not expect to do well on social media! From a nonprofit with a 94,300% increase in reach, and a law firm with 1,500% growth in website taps, to a luxury brand seeing a major email subscriber boost, these case studies prove the measurable impact that smart strategy, consistency, and creativity can have on your social media marketing results. If you've ever felt stuck or believed your industry was too saturated for social media marketing to be effective, this episode will spark new inspiration and prove what's possible for your business.  Listen in as Emma explains: The small, strategic content tweaks that led to a 214% increase in one brand's link taps How a law firm's 1,500% growth in website visits impacted their bottom line Why building an email list is vital for your business and how to grow it using social media And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Got some year-end revenue goals to hit? Give your marketing an edge with these just-released social media marketing updates. On this episode, Emma is revealing the biggest platform changes for December 2024 that will shape how your content performs in the coming weeks and months. First, Emma explains where Instagram's Story Highlights are moving, and what that move means for your profile. She covers how Pinterest is making holiday shopping easier than ever (but there's a twist!), and the new TikTok feature could be a game-changer for affiliate marketers. And finally, you'll never guess which slept-on platform is seeing explosive growth right now and bringing in big ROI for Ninety Five Media's clients. As we head into 2025, understanding and utilizing these updates will be crucial for staying competitive on social. Listen in as Emma explains: Why Instagram's new Highlights tab is a major opportunity to refresh your profile How Pinterest's new features will change holiday marketing TikTok's latest move in social commerce (product brands, take note!) And much, much more!     Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20  

Nesha Woolery is an online business coach and entrepreneur who's mastered the art of building a six-figure business while working just three days a week. She's on a mission to help service providers create consistent income without losing themselves to burnout. From waitress to world-traveling entrepreneur, Nesha knows firsthand that financial success doesn't have to come at the cost of your freedom or sanity. In today's episode, we dive into the practical strategies that allow Nesha to consistently bring in $5-10K months by working smarter, not harder. We talk about structuring your workweek for maximum efficiency, setting up systems (hello, Asana and Dubsado!), and creating content that attracts clients without taking over your life. Nesha shares her top tips for batching and repurposing content, managing perfectionism, and embracing patience as you build the business of your dreams. We also dig into navigating launch seasons, resisting the pressure to follow others' goals, and honoring what you want from your business. Nesha gets real about the challenges of content creation and reminds us that the entrepreneurial journey is about building a life that aligns with your values and passions. As we wrap up, Nesha shares how her flexible business model has given her the freedom to travel and explore hobbies like boat building. This episode is packed with actionable advice and inspiration for building a business that supports the life you want. Don't miss it! Connect with Nesha: FREE Guide: https://nesha-woolery.ck.page/2423fdb8e8 Website: https://neshawoolery.com Instagram: https://www.instagram.com/neshawoolery Connect with Cassie & Shay: Programs: https://bucketlisbombshells.com/programs Free Community: https://www.facebook.com/groups/bucketlistbombshellscommunity Instagram: https://www.instagram.com/bucketlistbombshells/

How do you reignite your love for sewing while managing the day-to-day demands of running a business? In this episode, I chat with Sarah Betty of Sarah Betty Designs about her journey from learning to sew with her grandmother to running a thriving bridal business. Sarah shares the story behind her designs, her deep connection with clients, and how she keeps her creativity alive, even during the busiest wedding seasons. In this episode: How Sarah became a bridal seamstress.  The importance of creating memorable client experiences and building meaningful relationships. How Sarah balances work, family, and creative projects with intentional boundaries and routines. Tips for managing burnout and finding joy in your craft, even during peak seasons. How to block off time, using tools like Dubsado, to prioritize time for family and personal projects. The value of personal projects and how they can reignite your creative spark. The importance of a morning routine and staying active in your personal life to keep your business running.  Connect with Sarah: Website: https://sarahbettydesigns.com Instagram: https://www.instagram.com/sarahbettydesigns Facebook: https://www.facebook.com/sarahbettydesigns/ Connect with Nadine:  Check out the exclusive private podcast series, Fitting Packages 101: https://enchanting-sun-77080.myflodesk.com/privatepodcast Become a member: https://secretsofabridalseamstresspodcast.com/membership Instagram: https://www.instagram.com/secretsofabridalseamstress/ TikTok: https://www.tiktok.com/@nadinebozeman YouTube: https://www.youtube.com/@secretsofabridalseamstress

2024 was a year of BIG changes in the social media marketing world. In this end-of-year recap episode, Emma compiles a list of the platform updates and industry changes that will have the biggest impact on your 2025 marketing strategy. From the rise of social media as the go-to search engine, to the impact of nano-influencers, Emma breaks down the data-backed trends you need to know to plan effective campaigns in the coming year. Learn why brands are increasingly treating social media as an extension of customer service, why user-generated content is king, and how AI is reshaping customer experience across platforms. Tune in to get ahead of the curve and keep your brand thriving in the year ahead! Listen in as Emma explains: How social media became the new search engine User-generated content (UGC) and what it can do for your brand Why shares, not likes or followers, are the top engagement signal And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

In this episode, Emma shares the must-know platform updates from across the social media marketing world that are rolling out in November 2024. She explains how to boost your potential reach on Instagram by utilizing their new carousel and Reels feed integration, as well as how to maximize cross-promotion with TikTok's new multi-account tagging feature. Also on Instagram, new profile cards simplify profile sharing via QR codes, and TikTok is launching new ways to optimize your ROI on holiday campaigns with their Smart+ ad creation and placement tool. Don't miss Emma's tips on how to streamline your advertising and engagement this season! Listen in as Emma explains: A new tool for boosting carousel reach on Instagram How to create quick connections with Instagram profile cards  TikTok ad automation for better holiday campaign management  And so much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20  

Send me a text!Kristina is coming to you from Dallas in this one, diving deep into building intentional communities, following your own business path, and why sometimes the best advice is knowing when not to listen to unaligned advice. She is joined by Taryn Rachelle from Dubsado, a keynote speaker, entrepreneur and visibility and scaling coach. With both of them passionate about in-person events and the power of genuine connections, this conversation covers the ups and downs of finding their ideal business paths.This episode covers how Taryn started in social media management and quickly discovered her love for systems, leading to a role with Dubsado. She shares the liberating transition from client-based work to creating her own personal brand, all while staying true to her mission of supporting female entrepreneurs.Taryn gives insight on why the right community makes all the difference and how to protect your space to stay focused on your goals. From learning to listen to your gut to creating spaces where you feel truly aligned, this episode is a guide to cultivating relationships that truly support your business growth!Loving this conversation? Stayed Tuned for Pt. 2!Connect with Taryn:InstagramTaryn's Services/OfferingsJoin The ‘Oh She's Going Places' Conference Waitlist!Rumi.aiAll-in-one meeting tool with real-time transcription & searchable Meeting Memory™For Your Information:• Host your podcast on Buzzsprout!• Text JOIN to 8550908-4688 for social media tips right to your phone• Join our favourite scheduling platform Later• FLODESK Affiliate Code | 50% off your first year!Don't forget to come say hi to us on Instagram @thesocialsnippet, join the Weekly Snippet or follow us on any social media platform!Website . Instagram . Facebook . TikTok . Linkedin

In this episode, Sharon and Brittnie explore the realities of entrepreneurship. They discuss the mindset and strategies necessary to start and sustain a business, even during challenging economic times. The conversation includes the importance of adaptability, curiosity, and faith in overcoming obstacles. Additionally, they share their experiences with various platforms and CRM systems. 1. Sharon's Journey and Balancing Multiple Priorities Sharon, a digital marketing business owner, shares insights from her podcast, Creative Force, where she empowers women in faith and entrepreneurship. Balancing commitments: Sharon discusses managing her business clients, public speaking, dancing, and volunteering as a prayer minister. From television editing to digital marketing: Sharon's entrepreneurial journey highlights the leap of faith required to start her own business. 2. Technical Hurdles and the Value of Adaptation Sharon and Brittnie discuss the technical issues they encountered with video calls and the importance of adaptability in handling unexpected disruptions. Overcoming uncomfortable situations to continue learning and adapting to challenges. 3. Entrepreneurship in Difficult Times Strategies for starting and sustaining a business during tough economic times. The importance of staying curious, validating ideas, and being willing to pivot based on market demand. 4. Stepping Out of Comfort Zones for Skill Development Both hosts share personal experiences in overcoming discomfort to learn new skills, including Brittnie's experience with Premiere Pro video editing software. 5. Mindset, Faith, and Resilience in Business Sharon shares a biblical story about leaping with faith and overcoming obstacles through trust. Brittnie reflects on finding purpose through serving others, even when initially feeling unqualified. 6. Overcoming Feelings of Being Unqualified They discuss the common experience of feeling unqualified, emphasizing the importance of mentorship, taking small steps, and building confidence over time. 7. Platforms, Podcasting, and CRM Systems Sharon and Brittnie discuss their presence on various platforms, including Creative Force on Apple Podcasts and Spotify. Podcasting insights: Brittnie shares her process after producing over 100 episodes. CRM recommendations: Brittnie recommends Dubsado as a tool for business organization and client relationship management. Connect with Sharon: Creative Force Podcast Sharon on Instagram   Connect with Brittnie: Website Instagram Free Content Planning Pages Purchase The Planner  The Planner 2025 Planner Reveal:  Watch it here ! Grab The Capture The Chaos Planner. Use code CHAOS15 for 15% off your order Listen to more episodes of The Organized Creative Podcast! Listen on: Apple | Spotify | Google 

In this episode, Emma is taking a deep dive into the world of podcasting to uncover the reasons you should include a podcast in your marketing strategy going into 2025. With podcasting gaining massive traction over the last 10 years, now is the time to leverage this branch of your company's marketing as a lead-nurturing, authority-building, and content-repurposing tool. In this episode, Emma outlines the growth of the podcasting industry, explains the strategic advantages it offers, and shares ideas for how you can incorporate podcasting into your marketing efforts to supercharge sales and brand awareness. Listen in as Emma explores: Why podcasting is the future of content marketing How to leverage you podcast as a content repurposing machine  Tips on using a podcast to strategically build authority and close sales for you And so much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

In this episode, Emma is joined by the powerhouse social media team at Ninety Five Media – Paris, Carley, Mekenna, Ashley, and Ali – to share their expertise on a topic every business owner should be thinking about: how to become a thought leader on social media. Together, they deliver hard-earned wisdom on how to stand out in a crowded industry, engage your audience authentically, and solidify your position as an authority in your niche. In addition to digging into the nitty gritty of Instagram and TikTok strategy, they also share their best advice for content ideation, navigating social trends, and why audience interaction is key to building lasting relationships and ultimately driving conversions. Listen in as Emma and the Ninety Five Media Team share: The critical role of authenticity in thought leadership Why consistency matters so much to your audience Expert advice on effective audience engagement And so much more!   Connect with Ninety Five Media: Meet Our Team Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Send us a textIn this episode, we chat with Brittany Carron, a virtual assistant and system strategist based in the Philadelphia area. With over a decade of experience as a personal and administrative assistant, Brittany founded East Point Virtual Solutions to help service providers and health professionals thrive. She shares her passion for providing innovative admin support and implementing systems that streamline business operations, allowing entrepreneurs to focus on what they love most.Brittany also dives into the essentials of simplifying your business journey by incorporating CRM and project management tools. She discusses how these tools can help build effective systems within your business, making operations more efficient and freeing up valuable time. Whether you're looking to enhance productivity or set up your business for long-term success, Brittany's insights on system strategy and virtual admin support are invaluable.You can find Brittany here:Website: https://eastpointvirtualsolutions.com/Instagram: @eastpointvirtualsolutionsFacebook: https://www.facebook.com/easpointvirtualsolutionsCheck out her affiliate link for Dubsado here:dubsado.com/?c=eastpointvirtualsolutions______________________________You can find me here:Instagram: @gingerbizWebsite: https://www.katymurrayphotography.com/Facebook: https://www.facebook.com/groups/TipsandTricksforyourbusinessTwitter: https://twitter.com/GingerBizKMSome of the links in these show notes are affiliate links, which means that if you click on one of the product links and make a purchase, we may receive a small commission at no additional cost to you. This helps support the podcast. We only recommend products or services we believe will add value to our listeners. Thank you for your support!

This episode is Part 2 of our series on marketing strategies to help you make the most of Q4, entirely focused on service providers! While Q4 may seem more suited to product brands, service-based businesses have a unique opportunity right now to provide value, stay top-of-mind, and secure long-term clients. In this episode, Emma highlights five key strategies for service providers; from offering value-packed content to transforming services into giftable experiences. Navigate Q4 with confidence and capitalize on the holiday excitement with the time-tested tips in this episode. Listen in as Emma shares: The number one way to stay top-of-mind as a service-based business Why you should hold firm on pricing and resist giving discounts How to turn your service into a giftable experience  And so much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Flip the script on boring website design and create a binge-worthy online presence. Join Michelle and the duo behind Inkpot Creative, KP and Jessie, who are here to inspire you to uplevel your about, portfolio, and landing pages. Unlock the secrets to using personal stories and just the right dash of bold colors to keep visitors hooked. Whether you're a creative looking to polish your digital portfolio or a brand eager to stand out, tune in to make your website a captivating place for connection and engagement.   KP and Jessie (both she/her) are the color-obsessed design duo behind Inkpot Creative®, a queer-led design studio building unconventional, impactful brand and website experiences for photographers who are leading their industry by creating something different. They know exactly what it's like to be the loud, bold, colorful outliers in their industry. That's why they partner with creatives who aren't afraid to express themselves loudly and go boldly against the grain. In addition to running Inkpot Creative®, they're the hosts of the Click to Convert Summit, The High-End Wedding Summit, and The Unexpected Entrepreneur Podcast. ------------------------ In today's episode, we cover the following: Inkpot's origin story Inkpot's offerings How website behaviour has shifted over the years Website non-negotiables To share your prices or to not share your prices on your website Creating a digestible landing page Creating a compelling portfolio page What to add to your about page How to use Dubsado to collect info for clients Trends they're excited about in website design The importance of copywriters Things to think about when starting a rebrand or website ----------------------- GUEST INFO: To learn more about KP, Jessie, and Inkpot, follow on TikTok, Instagram, and Facebook @InkpotCreative and visit their website, InkpotCreative.com ----------------------- This episode is sponsored by Harvest. Track time and expenses seamlessly so you can keep projects on track and effectively estimate future ones. Get 50% off your first month when you use the code KMA at GetHarvest.com/kma ----------------------- WORK WITH MKW CREATIVE CO.   Connect on social with Michelle at: Kiss My Aesthetic Facebook Group Instagram Tik Tok ----------------------- Did you know that the fuel of the POD and the KMA Team runs on coffee? ;) If you love the content shared in the KMA podcast, you're welcome to invite us to a cup of coffee any time - Buy Me a Coffee! ----------------------- This episode of the Kiss My Aesthetic Podcast is brought to you by Audible. Get your first month free at www.audible.com/kma.   This episode was edited by Berta Wired Theme music by: Eliza Rosevera and Nathan Menard

In this episode of the Stop Scrolling, Start Scaling podcast, Emma sits down with Kira LaForgia, founder of Paradigm; a company revolutionizing HR for modern small businesses. As entrepreneurs, it can be difficult to know how to approach HR on our small teams. Can we handle the responsibilities ourselves? What does that look like? And when is it time to hire support? With years of experience managing over 500 employees for a multi-million-dollar company, Kira brings invaluable insights on building effective HR practices, leading teams, and balancing the pressures of entrepreneurship to this episode. Plus, she shares her personal journey of navigating corporate burnout and shares actionable advice for how to empower yourself, your people and your workplace culture.  Listen in as Emma and Kira discuss: The importance of HR in small businesses and why it's often overlooked Effective leadership: balancing operational success with personal authenticity How to let go of control and empower your team to take the reins And so much more!   Connect with Kira: Instagram LinkedIn Listen to Kira's podcast, On the Up and Up Take the Paradigm quiz to Discover your People Leader Archetype See all of the services Paradigm has to offer   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

In this episode we are chatting with systems and scaling guru, Taryn Rachelle. Taryn is your ultimate girlfriend with a plan. As a business owner, mom of 2 and currently leading Community and Partnerships over at Dubsado she wears many hats. She is on a mission to help other female entrepreneurs scale their businesses without their personal lives on the back burner. If you need a girl's girl in your corner, she is your girl. In this episode we get into: 1) How scaling takes work but doesn't have to include burnout 2) How scaling doesn't have to be and shouldn't be done alone 3) How when you put intention behind all of your business decisions you have a far better chance of succeeding Connect with Taryn Instagram: @thetarynrachelle Website: www.tarynrachelle.com Connect with Haley Instagram: @thehaleywestfall LinkedIn: Haley Westfall Freebie: 3 Steps to Networking with Purpose Join us for The Table Experience Live February 21-22, 2025

This week, we are deep diving into "The $250K Roadmap," where I'm sharing insights for 1-on-1 service providers aiming to achieve rapid growth. Drawing from my personal experience of starting over, filing for bankruptcy, and reaching $250k in 1-on-1 services within a year, I'm offering practical strategies to fast-track success. Let's explore the key takeaways I've learned and explore how you can apply these strategies to propel your service-based business forward.Topics Covered In This Episode:1. Start with using your name or initials for your business to avoid getting stuck with a brand that doesn't fit.2. Focus on setting up a "work with me" page and a scheduler using platforms like HoneyBook or Dubsado to efficiently start your business.3. Quickly obtain 3 clients to build confidence and gather testimonials, leading to faster price increases.4. Devote 90 days to actively marketing on a chosen platform tailored to your specific audience and track your efforts closely.5. Optimize one system and create a standard operating procedure (SOP) with each new client, focusing on areas such as onboarding and reporting processes.6. Focus on setting personal goals and needs, rather than comparing yourself to others or societal standards of success.7. Find a community, invest in education and coaching, and ask questions to accelerate progress in business.8. Prioritize financial management in business and aim for about 75%+ profit margins and implement money management from the start.Find the full show notes at:  https://brandimowles.com/229Loved This Episode? Check Out More Here. ⬇️CLICK HERE TO LEARN MORE ON PASSIVE VS. ACTIVE MARKETING: HOW & WHERE TO LAND A NEW CLIENT IN 30 DAYS The Art of Cold Calling: Strategies That Work with Ashley Monk - LISTEN NOWMy 3-Phase Onboarding Process to Gain Referrals - LISTEN NOWYour Top Bookkeeping and Tax Questions Answered with Rebecca Driscoll - LISTEN NOWAdditional Resources:Work with Me Page Training Workbook - CLICK HEREWOW Training: Effective Onboarding - CLICK HEREHoneybook In A Hurry - CLICK HERE Follow the Podcast: https://podcasts.apple.com/us/podcast/serve-scale-soar/id1477998650Follow Brandi on Instagram: https://www.instagram.com/brandimowlesFollow Brandi on Facebook: https://www.facebook.com/Brandiandcompany

In this episode of the podcast, I chat with Colie James, a family and documentary-style photographer with a deep understanding of client relationships and business efficiency. Colie shares actionable advice on utilizing CRM tools to streamline client communication, ensuring a balance between personal touch and automation. She also dives into camera mastery, particularly mastering ISO settings for challenging low-light situations. Today you'll learn how to create an organized workflow that saves time, ensures consistency, and enhances client experiences. THE BIG IDEASAutomate to Elevate: Implementing CRM tools like Dubsado can streamline your client interactions, helping you save time and boost efficiency.Personalization Matters: Even automated emails can feel personal by incorporating customized elements and reflecting your personality.Master ISO Settings: Don't fear high ISO levels; experimenting with settings can help you capture stunning images in low-light conditions.Client Involvement: Engaging clients in the process through detailed questionnaires can lead to more personalized and meaningful sessions.PHOTOGRAPHY ACTION PLANImplement CRM Automation: Set up a CRM tool (e.g., CloudSpot Studio or Dubsado) to manage client communications and bookings. Create templates for common emails, adjusting for personalized touches.Customize Client Interactions: Develop a detailed client questionnaire to gather information on preferences and needs. Use the responses to personalize emails and tailor sessions accordingly.Master Low-Light Photography: Experiment with higher ISO settings to gain confidence in low-light environments. Print test images to evaluate noise levels and adjust techniques.Create an Efficient Workflow: Write down all client-related tasks and identify which can be automated. Use your CRM to set up automated sequences for proposals, invoicing, and follow-ups.Enhance Client Experience: Integrate a three-step proposal process to simplify bookings and secure clients quickly. Regularly send nurturing emails to keep clients engaged and informed, promoting upcoming sessions or products.ResourcesCheck out Colie James Website - https://coliejames.com/Follow Colie on Instagram - https://www.instagram.com/coliejamesDownload your free copy of46 Creative Photo Ideas to Get You Out of a Rutat https://creativeimageideas.com/ Transform your Love for Photography into Profit for FREE with CloudSpot Studio.And get my Wedding and Portrait Contract and Questionnaires, at no cost!Sign up now at http://deliverphotos.com/Connect with the Beginner Photography Podcast! Join the free Beginner Photography Podcast Community at https://beginnerphotopod.com/group Send in your Photo Questions to get answered on the show - https://beginnerphotopod.com/qa Grab your free camera setting cheatsheet - https://perfectcamerasettings.com/ Thanks for listening & keep shooting!

I've been hearing from so many photographers lately that they feel bookings are slow right now. Their inquiries are down, and they're not booking as much as usual.And while these seasons can be very challenging, I know from experience that sitting in your feelings is only helpful for so long. If you are needing to provide for your family, it's okay for it to feel discouraging, but you also can't just keep waiting around. Instead, you need to take action and do something about not booking as much business. That is what this episode is about.I'm exploring reasons behind fewer bookings, mindset shifts to make, and key money-making strategies to implement to help with this season.00:53 Personal Experience with Business Downturns02:22 Mindset Shift: Don't Overthink Slow Bookings03:45 Analyzing Past Data to Understand Trends09:37 Immediate Actions to Boost Bookings09:51 Money-Making Activities to Implement Now14:35 Brand Building During Slow Seasons17:55 Enhancing Client ExperienceI know that it can feel really frustrating to be in a slow season. But what I want to remind you of is that it is truly just that - a season!CONNECT WITH MADDIE:InstagramWebsiteLINKS:The Ultimate Personal Brand Session Shot List: 10 must-have imagesFlodesk: If you're looking to connect with your clients more, try Flodesk, my favorite email marketing platform. Get 50% off your subscription here or with the code MADDIE.Client CRM: Manage all things client relations in Dubsado. Get 20% off your first month or year with the code MADDIEPESCHONG.Full show notes

What are your project management strategies? How do you set expectations with clients and manage your deadlines? Shaun and Rebecca discuss their project management strategies and methods for setting expectations with clients and managing deadlines in the world of interior design. They also dive deep into the challenges of managing project timelines, client expectations, predicting and planning capacity to avoid overbooking, and much more.In this episode, they discuss:How Shaun and Rebecca handle multiple projects and manage client expectationsDetermining if you have the capacity to take on a new project and avoid overbookingOrganizing and visualizing project workload and pipelineHandling challenges like clients being unresponsive or changing their minds during a projectSetting realistic project timelines and communicating them effectively to clients and adding buffer time for client feedback and approvalsSome project management tools – Gantt charts, Basecamp, Monday, etcDealing with clients who constantly change requirements or are slow to respond and how that impacts workflowTaking time off as a business owner, and challenges and considerations around taking a long breakStory of a problem Rebecca had with a third-party Dubsado templateThe importance of having backup systems and emergency contacts in place for your businessMentioned:PMO Work Management Software | monday.com: https://monday.com/work-management/pmo Gantt: https://www.gantt.com/ Basecamp: https://basecamp.com/ ClickUp: https://clickup.com/ Dubsado: https://www.dubsado.com/ Our links:Subscribe and leave a review - Apple PodcastsLike, Comment, & Follow - Hot Young Designers Club InstagramRebecca's Instagram Shaun's InstagramFor more information - Check out the websiteBecome a “Loyal Hottie” - Support us on Patreon Design Resources - Check out our shop