Podcasts about honeybook

In this episode of Oh Shoot, Cassidy Lynne (@cassidylynne) talks about COLOR THEORY! Get ready to learn about how to use color theory in your photography, and how to effectively convey emotion using color. Start your free Honeybook trial here: https://www.honeybook.com/lp/ai-start?utm_initiative=ai-awareness&utm_medium=partner&utm_source=MSP&utm_campaign=cassidylynne Get 15% off Aftershoot at https://aftershoot.com/friends?ref=cassidy Use code OHSHOOT for 10% off all digital products at www.cassidylynneeducation.com/shop WATCH THESE EPISODES ON YOUTUBE! https://www.youtube.com/CassidyLynne Want more free education? Check out my website for photography freebies, presets, & courses! https://cassidylynneeducation.com Are you apart of our photography Facebook community group? Go to http://facebook.com/groups/cassidylynne/ and join the discussions of thousands of other photographers. Where you can find me: Follow me on Instagram!! Follow me on Tik Tok! Music by @mattngesa

Today on the Heart and Hustle Podcast we are once again joined by our friend, Paige Griffith. Paige is the owner and lead attorney behind the online legal education platform and contract shop: “The Legal Paige”. She is here today answering questions that our listeners asked in order to get a better understanding on certain legal issues pertaining to their businesses and contracts. We talk about the legal differences between a nonprofit and a for-profit business, how you should approach contracts with clients who have TBD locations and TBD start times due to the weather, why you need a terms page on your website, AI disclosure, and so much more! Listen in on our conversation with Paige Griffith on this week's episode of the Heart and Hustle Podcast! --------------------------------- Posing Freebie: https://theheartuniversity.com/candid --------------------------------- Honeybook: share.honeybook.com/heart  In addition to a FREE 7 day trial, get 35% off your first two years of HoneyBook! --------------------------------- Heart Apparel Shop: https://theheartuniversity.com/apparel   --------------------------------- Stay Connected with Paige and Check out her Contracts: Website - https://thelegalpaige.com/ Instagram - https://www.instagram.com/thelegalpaige --------------------------------- Watch on YouTube: https://youtube.com/@theheartuniversitychannel?si=33lzxpBA9UxKlgTE --------------------------------- If you want to connect with us and other listeners in the Heart and Hustle community join our Facebook group here. --------------------------------- “PODCAST10” for 10% off anything from The Shop! www.theheartuniversity.com/shop --------------------------------- Follow along: www.instagram.com/mrslindseyroman www.instagram.com/evierupp www.instagram.com/theheartuniversity    

In this episode, I'm breaking down what I'd do differently if I were starting from scratch as a wedding photographer. We're talking about skipping the logo obsession, building a portfolio that actually books, how to tap into your network on purpose, and why showing up in real life matters more than posting online. If you're trying to land those first few clients—or pivot your business in a fresh direction—this episode is for you.   Start your free 7-day trial of HoneyBook here:  TRY HONEYBOOK   Subscribe to Summer School to get access to exclusive podcast episodes, classes, an amazing community of photographers + educators, and tons more amazing content.  Subscribe here   Connect with Me: Subscribe to our emails for updates on all things Summer School! SUBSCRIBE HERE Show Notes: the-summerschool.com Instagram: @summergrace.photo  @the_summerschool   Shop My Products: Become a Member of Summer School My Summer Grace x G-Presets (discount code: SUMMERSCHOOL) My Pricing Guide

In this episode of Oh Shoot, Cassidy Lynne (@cassidylynne) plays a new game called 'would you shoot this?', where we read through made up scenarios & decide whether or it it's worth photographing. Start your free Honeybook trial here: https://www.honeybook.com/lp/ai-start?utm_initiative=ai-awareness&utm_medium=partner&utm_source=MSP&utm_campaign=cassidylynne Get 15% off Aftershoot at https://aftershoot.com/friends?ref=cassidy Use code OHSHOOT for 10% off all digital products at www.cassidylynneeducation.com/shop WATCH THESE EPISODES ON YOUTUBE! https://www.youtube.com/CassidyLynne Want more free education? Check out my website for photography freebies, presets, & courses! https://cassidylynneeducation.com Are you apart of our photography Facebook community group? Go to http://facebook.com/groups/cassidylynne/ and join the discussions of thousands of other photographers. Where you can find me: Follow me on Instagram!! Follow me on Tik Tok! Music by @mattngesa

If you're only talking about money in terms of spreadsheets and sales goals, you're missing the deeper conversation—and this episode delivers it. Let's be honest: most of us think that if we work hard enough or say the right affirmations, we'll finally feel financially secure. But what if your biggest money block isn't about your strategy—it's about how you see yourself?In this episode, Jaime Gordon joins us to talk about how to cultivate a money mindset and the deep work that's required to turn your dreams into a reality. Jaime teaches us how to have grace and compassion with ourselves throughout the process.This episode is part of our Money Talks series, brought to you by our Tax Filing Checklist to get you ready for tax season!The Unbreakable Business podcast is powered by HoneyBook, the AI-powered CRM platform for anyone with clients. Scale yourself and your business with all your leads, clients, projects, and payments in one place. Use the code PODCAST to get 20% off your first year as a new member.Important sections of the conversation[2:36] Unravelling money blocks: Jaime's story[12:33] Common money misunderstandings that hold business owners back from building wealth[21:48] The importance of gentler self-talk[29:32] Create a neutral money mindset[40:21] Adopting the behavior of a high-income earner[46:11] Rapid fire questions[57:33] What does having an unbreakable business mean to you? Resources mentionedConquer Live Photography RetreatThe Dynamic Laws of Prosperity bookConnect with the guestWebsite: jaimegordonlifecoaching.comInstagram: instagram.com/unstuckologist Hosted on Acast. See acast.com/privacy for more information.

Text a question to Victoria!“If you have a business that cannot run without you, then you don't just have a business, you have a job.” -Victoria MarcouillierWhat if you could step away from your business without missing a beat? Join Victoria as she prepares for her third maternity leave and to enjoy the summer off with her girls. This season finale episode is packed with insights and strategies to ensure your business thrives independently, drawing from her personal experiences with maternity leave years ago. You'll discover how to identify potential pitfalls and succeed in automating and delegating tasks, creating a harmonious blend of work and family life.Throughout this finale of The Branding Business School podcast, Victoria unravels the transformative magic of outsourcing. With six years of steering BrandWell, embracing her role as CEO meant letting go of wearing all the hats. From marketing to client management, Victoria shares how outsourcing crucial tasks has been the backbone of her business scalability and a shield against burnout. Even if outsourcing isn't your current path, Victoria offers creative solutions for enlisting support from your network, ensuring both business and personal well-being thrive.Prepare to be inspired by tales of resilience and adaptability. In the second half of this episode, Victoria dives into how her and her team have been navigating the recent rebranding challenges at BrandWell, which she calls, The Messy Middle. Victoria delves into the lessons learned from unexpected trials and the power of faith and flexibility. This episode is your guide to embracing chaos, finding peace in tumultuous times, and growing through every challenge. We're ending Season 9 with a GOOD one, so throw in those ear buds, and press play!Links Mentioned in Today's Episode:BrandWell DesignsApply for Your Website Refresh for 50% Off!! – This offer is available for May 2025 onlyListen to Sound Mind on SpotifyJoin the Insider List, here!For show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

In this episode, I'm diving into some super helpful new HoneyBook features that have been leveling up my client workflow. We're talking all things AI — especially HoneyBook's new AI Note Taker (aka my favorite new assistant). It quietly joins your calls, takes notes for you, and sends everything straight to your dashboard. No more multitasking or forgetting what someone said two weeks ago. I'll walk you through exactly how I've been using it — plus a few other smart tools — to save time, stay organized, and be way more present during client calls. If you want to check it out for yourself, you can try HoneyBook free for 7 days using the link below! Start your free 7-day trial of HoneyBook here:  TRY HONEYBOOK   Subscribe to Summer School to get access to exclusive podcast episodes, classes, an amazing community of photographers + educators, and tons more amazing content.  Subscribe here   Connect with Me: Subscribe to our emails for updates on all things Summer School! SUBSCRIBE HERE Show Notes: the-summerschool.com Instagram: @summergrace.photo  @the_summerschool   Shop My Products: Become a Member of Summer School My Summer Grace x G-Presets (discount code: SUMMERSCHOOL) My Pricing Guide

In this episode of Oh Shoot, Cassidy Lynne (@cassidylynne) chats about some photography lessons we've all had to learn the hard way. Start your free Honeybook trial here: https://www.honeybook.com/lp/ai-start?utm_initiative=ai-awareness&utm_medium=partner&utm_source=MSP&utm_campaign=cassidylynne Get 15% off Aftershoot at https://aftershoot.com/friends?ref=cassidy Use code OHSHOOT for 10% off all digital products at www.cassidylynneeducation.com/shop WATCH THESE EPISODES ON YOUTUBE! https://www.youtube.com/CassidyLynne Want more free education? Check out my website for photography freebies, presets, & courses! https://cassidylynneeducation.com Are you apart of our photography Facebook community group? Go to http://facebook.com/groups/cassidylynne/ and join the discussions of thousands of other photographers. Where you can find me: Follow me on Instagram!! Follow me on Tik Tok! Music by @mattngesa

Text a question to Victoria!“Your brand needs to convey luxury, so people understand why you're charging more.” -Victoria MarcouillierWhat if elevating your brand could skyrocket your revenue? Press play as Victoria revisits a fan-favorite discussion on crafting a luxury brand poised to command premium prices. This episode is a must-listen for those of you ready to raise your prices and match your brand's perception with its true value. Victoria shares actionable strategies to refine your brand messaging, ensuring it speaks the language of luxury and attracts the right audience. Whether you're contemplating a full rebrand or need to fine-tune certain elements, these insights will help you inspire confidence and convert inquiries into sales.As we approach the close of season nine, Victoria is not just juggling brand strategies but also preparing for the arrival of her third child. Next week's season finale will be all about balancing business and family life, including her personal approach to maternity leave. Plus, there's a chance to get your burning questions answered in the Q&A!  Be sure to text the show using the link above to submit your question! Tune in and let's build that luxury brand together!P.S. Don't miss out on BrandWell's incredible website refresh offer, available only for the month of May!Links Mentioned in Today's Episode:BrandWell DesignsApply for Your Website Refresh for 50% Off!! – This offer is available for May 2025 onlyFor show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

Hi all! Today is another solo episode, and I'm diving into one of my favorite topics—light. I'm sharing how my approach to lighting has changed since the early days of playing it safe with backlight and open shade, and why I now lean into the boldness of direct sun, deep shadows, and flash. This topic has really been on my mind lately, and I hope you enjoy listening along!   Want to try the best CRM out there? Start your free 7-day trial of HoneyBook here: TRY HONEYBOOK   Grab the Godox ML60II bi HERE   Subscribe to Summer School to get access to exclusive podcast episodes, classes, an amazing community of photographers + educators, and tons more amazing content.  Subscribe here   Connect with Me: Subscribe to our emails for updates on all things Summer School! SUBSCRIBE HERE Show Notes: the-summerschool.com Instagram: @summergrace.photo  @the_summerschool   Shop My Products: Become a Member of Summer School My Summer Grace x G-Presets (discount code: SUMMERSCHOOL) My Pricing Guide

In this episode of Oh Shoot, Cassidy Lynne (@cassidylynne) reads through your advice column submissions, including problems with associate shooters, entitled photographers, making content, and red flag clients. Start your free Honeybook trial here: https://www.honeybook.com/lp/ai-start?utm_initiative=ai-awareness&utm_medium=partner&utm_source=MSP&utm_campaign=cassidylynne Get 15% off Aftershoot at https://aftershoot.com/friends?ref=cassidy Use code OHSHOOT for 10% off all digital products at www.cassidylynneeducation.com/shop WATCH THESE EPISODES ON YOUTUBE! https://www.youtube.com/CassidyLynne Want more free education? Check out my website for photography freebies, presets, & courses! https://cassidylynneeducation.com Are you apart of our photography Facebook community group? Go to http://facebook.com/groups/cassidylynne/ and join the discussions of thousands of other photographers. Where you can find me: Follow me on Instagram!! Follow me on Tik Tok! Music by @mattngesa

Are you looking to add new revenue streams to your business? Author, podcaster, and coach Danielle Desir Corbett joins us to share how she turned her podcast into a very successful revenue stream for her business.Listen in as Danielle teaches us how podcasting can be a great way to connect with your audience on a deeper level while also leveraging content creation as a revenue stream. Listen in as she shares the intentional strategies and approaches she uses to land lucrative brand deals.The Unbreakable Business podcast is powered by HoneyBook, the AI-powered CRM platform for anyone with clients. Scale yourself and your business with all your leads, clients, projects, and payments in one place. Use the code PODCAST to get 20% off your first year as a new member.Important sections of the conversation[1:50] Danielle's podcasting backstory[5:00] How to grow a podcast audience[10:43] Growing a thriving community around your podcast[14:14] Monetize your podcast through brand partnerships[21:01] How to pitch to brands[26:23] Rapid fire: Threads edition[31:38[ What does having an unbreakable business mean to you?Connect with the guestWebsite: danielledesir.comThought Card podcast: thoughtcard.com/podcastThreads: threads.net/@thedaniellecorbett Resources mentionedPodcast statsConnect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_ Hosted on Acast. See acast.com/privacy for more information.

Text the show!“Chasing “better” leads to burnout, but chasing “different” leads to freedom and a brand that holds pricing power.” -Victoria MarcouillierIf you've ever felt stuck in comparison—asking yourself how to compete with someone already doing what you want to do—you're not alone. Victoria shares her personal journey from a corporate web design agency to founding BrandWell, and how choosing to lean into what made her boldly, unapologetically different led to lasting brand clarity and freedom. In this short and sweet episode, you'll learn why chasing “the best” leads to burnout, how authenticity creates stronger client connections, and what it really means to build a brand around your unique strengths. This episode is your reminder that clarity and connection—not competition—are what truly drives a thriving business.Links Mentioned in Today's Episode:Find Your Differentiator with The Branding Business SchoolBrandWell DesignsFor show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

  Today on the Heart and Hustle Podcast Evie and Lindsey are diving into their personal rebrands and spilling all of the tea on the gritty details. Their conversation covered the timing of their rebrand, specifically the discrepancy between their existing brand visuals and their target ideal client. They also discussed how their ideal client profile had changed over the years, mirroring their own business evolution. Evie and Lindsey talk about how they wanted to make sure they kept a certain balance with their photography and education sides of their brands, and what the vision and thought process behind each of their new brand identities was. Tune in as they talk about launch strategy, their overall thoughts on rebranding, and so much more on this week's episode of the Heart and Hustle Podcast! --------------------------------- Manual Mode Cheat Sheet Freebie: https://theheartuniversity.com/manual --------------------------------- Honeybook: share.honeybook.com/heart  In addition to a FREE 7 day trial, get 35% off your first two years of HoneyBook! --------------------------------- Heart Apparel Shop: https://theheartuniversity.com/apparel   --------------------------------- Watch on YouTube: https://youtube.com/@theheartuniversitychannel?si=33lzxpBA9UxKlgTE --------------------------------- If you want to connect with us and other listeners in the Heart and Hustle community join our Facebook group here. --------------------------------- “PODCAST10” for 10% off anything from The Shop! www.theheartuniversity.com/shop --------------------------------- Follow along: www.instagram.com/mrslindseyroman www.instagram.com/evierupp www.instagram.com/theheartuniversity    

Text the show!“If you invest in merch that fits seamlessly into somebody's daily life, they're going to reach for it more, which is going to keep your brand top of mind for them.” -Victoria MarcouillierMany think of merchandise as just a fun extra—but for Victoria, that perspective changed when she realized how low-quality merch can actually cheapen your brand. Picture attending an event and getting a trucker hat that perfectly reflects a brand's vibe. You wear it everywhere—not because you have to, but because it fits your style and values. That's the power of intentional, well-designed branded merchandise.In this episode, Victoria shares her journey from underestimating merch to embracing it as a powerful branding tool. She breaks down how high-quality promotional products that align with your audience's lifestyle can strengthen brand recognition and build emotional connection.Victoria also tackles the all-too-common issue of cheap branded items—like flimsy tote bags or boxy t-shirts—that end up in the junk drawer. Instead, she offers smart strategies for creating practical, visually appealing merchandise that reflects your brand identity and keeps you top of mind.Whether you're an entrepreneur or small business owner, this episode delivers actionable tips to elevate your brand through thoughtful merchandise. Tune in and learn how to make your merch as bold and intentional as your brand.Links Mentioned in Today's Episode:BrandWell DesignsView the list of Victoria's Go-To Vendors here!For show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

The tools that could 10x your business growth are already at your fingertips—you just haven't explored them yet! Today, I am hosting my husband, Chris Winfield, who's gone deep down the AI rabbit hole, to share the latest tools and strategies that every entrepreneur needs to know.  From better content creation and client engagement to building smarter systems, we cover the exact ways AI can help you grow without burning out. We explore platforms like Claude, Grok, ChatGPT, and HoneyBook, an all-in-one business manager that's integrating AI in a way that saves time and streamlines operations. So, if you've been overwhelmed by AI or unsure where to start, this conversation will flip the switch. Join us and discover how to embrace the shift and make AI your most valuable team member. Want to see these tools in action? Be sure to join our upcoming free training with HoneyBook. "You don't need AI to get it perfect, and you don't want to just take the first output and go with it. You want to always review everything that AI is creating for you." ~ Chris Winfield In this Episode: - Meet Chris Winfield - Exploring initial AI tools and the introduction of ChatGPT - Mastering AI Tools and their impact on business  - Practical AI applications for entrepreneurs - How to create prompts and avatars for writing GPTs - Advanced AI tools and techniques for business - Future of AI and its implications - Why it is critical to explore AI tools daily - Conclusion and upcoming webinar with HoneyBook Join Our Free Webinar With HoneyBook: https://bit.ly/FreeWebinarWithHoneyBook  About Chris Winfield: Chris Winfield is a renowned entrepreneur, writer, and coach dedicated to helping individuals build authentic relationships to achieve their goals. As the founder of Super Connector Media, he emphasizes the power of genuine connections over traditional networking tactics. Chris has contributed to publications like Inc., Entrepreneur, Business Insider, and TIME, and has been featured in over 200 media outlets, including The Wall Street Journal, The New York Times, and NBC's Today Show. He has assisted clients from companies such as Disney, Virgin, and Intuit in leveraging media and influencer relationships to enhance credibility and drive profit. Website: https://www.chriswinfield.com/  Instagram: https://www.instagram.com/chriswinfield/  Facebook: https://www.facebook.com/thechriswinfield  LinkedIn: https://www.linkedin.com/in/chriswinfield/  Where to find me: IG: https://www.instagram.com/jen_gottlieb/    TikTok: https://www.tiktok.com/@jen_gottlieb     Facebook: https://www.facebook.com/Jenleahgottlieb    Website: https://jengottlieb.com/    My business: https://www.superconnectormedia.com/     YouTube: https://www.youtube.com/@jen_gottlieb

In this episode of Business with Chronic Illness, I'm unpacking the unseen, unspoken emotional workload that so many of us carry before we ever open our laptops or talk to a client. From managing symptoms in silence, to performing “fine” for others, to overthinking how we're perceived — this episode is about the labor that never makes it on our to-do list, but deeply impacts every part of how we run our businesses.I'll share personal stories, client moments, and the powerful mindset shifts that have helped my clients reclaim their capacity, set true boundaries, and build businesses that actually honor their health — not compete with it.What You'll Learn:Why your emotional labor counts (even if you don't see it, if no one else sees it)How the invisible cost of “being fine” shows up in pricing, planning, and perfectionismThe real reason you're tired — and why it's not your faultA simple question to help you design your business around your actual capacityHow to build in space for recovery, without guilt or shame

Sharing all my current favs with you guys!!! From my own editing trends and my new mic, to books I'm loving, Plato's Closet, and work tools (Aftershoot, Pass, + HoneyBook all linked below), and little happy things like reading the book of John and getting outside more. Next week, my pal Maegan Grendell is joining me on the pod to answer your questions—check my IG stories to send one in! LET'S CONNECT

Congratulations, you signed a client! Now what? In this episode, we're breaking down the secret to perfect client kickoff meetings so you and your new client can get started on the right foot. When it comes to client work, communication is key. The kickoff call sets the stage and makes sure that your client is going to have an amazing experience with you. Listen in to learn the kickoff call strategies you need to set yourself up for success.The Unbreakable Business podcast is powered by HoneyBook, the AI-powered CRM platform for anyone with clients. Scale yourself and your business with all your leads, clients, projects, and payments in one place. Use the code PODCAST to get 20% off your first year as a new member.Important sections of the conversation[0:14] What is a client kickoff call?[1:13] How to prepare for a client kickoff call [2:47] How to open the kickoff call[3:36] 5 key questions to ask during the kickoff call[4:29] Next steps after the kickoff callConnect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_ Hosted on Acast. See acast.com/privacy for more information.

Text the show!“Sales really is not about pressuring at all. It's about clarity, and clarity comes from being prepared.” -Victoria MarcouillierWhat if the key to a successful sales call is not just about selling, but about truly understanding your client's deepest needs? This episode of The Branding Business School Podcast takes you behind the scenes of how Victoria prepares for calls that average around $10,000 per project. By sharing insights from personal experiences and lessons from a seasoned sales coach, she highlights the crucial role of effective sales preparation and the power of building trust through a well-crafted sales experience. This conversation dives into the importance of intake forms, industry research and using tailored visual guides during discovery calls to resonate with clients. By aligning examples from your portfolio with client needs, Victoria illustrates how building trust and showcasing value can set you apart in a competitive market.Mastering the art of discovery calls and follow-ups, this episode wraps up with practical advice on how to maintain control over the sales process. Learn the importance of securing a verbal commitment before sending proposals and being the last to follow up, which can significantly enhance your close rate. Victoria also underlines the importance of personal connections, encouraging quick, personalized follow-up messages to reinforce client rapport. By understanding client hesitations and strategically timing proposal submissions, you can increase the likelihood of securing your sales and becoming the go-to expert in your industry without losing your sanity.Links Mentioned in Today's Episode:Episode 109: The Psychology of Selling Ft. My Personal Sales Coach, Gwen TinsleyEpisode 132: 10 Myths You've Been Told About Selling That Are Hurting Your Business and Your Confidence ft. My Sales CoachEpisode 150: Why Aren't They Buying? How to Fix the Sales SlumpBrandWell DesignsFor show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

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.

Tired of manually tracking your pitches and follow-ups? In this episode, we're breaking down our step-by-step process for automating our pitching funnel using Honeybook. We'll walk you through how we structure our pipeline, set up automation, and ensure no lead falls through the cracks—all while keeping things personal and customizable.Key Takeaways:✔ The exact stages we use to track potential clients—from first pitch to signed contract.✔ Using Honeybook to schedule emails and update pipeline stages automatically.✔ How to keep your outreach warm and engaging while still leveraging automation.✔ Eliminating manual tracking and follow-ups to stay consistent without the overwhelm.✔ Steps to set up your own automated pitching funnel and start converting more leads.Helpful Links:

Hey CEO- We all know we need SYSTEMS in our biz to streamline + simplify our task flows…but if you're like most BUSY-ness owners, you're piece-mealing several platforms together and it's costing you MORE TIME than you realize. Plus, be honest even with things somewhat in place, are you constantly… Looking…Forgetting…Missing…Going back? Talk about wasted time and NOT being in CEO FLOW. That's why today I'm bringing on my client, colleague and CRM expert dubbed the Automation Queen, Jackie Klein to help you get back hours in your week through automating 3 key task flows all in 1 place! Jackie Klein is a former teacher turned CRM consultant, dedicated to helping women solopreneurs simplify, streamline, and scale their businesses.With a background in education and expertise in HoneyBook, Jackie specializes in breaking down complex systems into easy-to-follow strategies—eliminating tech overwhelm and saving entrepreneurs valuable time. She helps business owners automate tasks, create seamless workflows, and get organized so they can get paid faster and focus on what they do best.I love that Jackie's approach is all about working smarter, not harder. Through her guidance, women entrepreneurs can build efficient systems that support growth, reduce stress, and give them the freedom to run their businesses with confidence. …so if that's you too, I have a feeling you're gonna love this conversation. And when we're done, be sure to do 3 things to take your automations to the next level- Subscribe to the Automation Queens Youtube Channel cuz you gotta see what's possible in automating a good amount of your biz task flows to believe it https://www.youtube.com/@KleinCRMConsultingCome join the conversation over inside the REDEEM Her Time Community where Jackie loves to hang out and will be available to answer all your automation questions https://redeemhertime.com/communityGrab your spot for CEO FLOW where we'll be systemizing your CEO and non-CEO tasks on your CEO Dashboard… that will make it easy to know what repetitive task flows to automate! https://redeemhertime.com/flowWhat if you could automate so you could remove the burden of non-CEO tasks? You can…and you don't have to do it alone. We pray this blesses, challenges and moves you to action!YOU. HAVE. TIME. Lissa + JackieP.S. Grab the REDEEM Her Time Planner + Digital Course to shift EVERYTHING about how you approach TIME in both Life + Biz https://redeemhertime.com/plannerP.P.S. Check out the IT'S TIME CONFERENCE Experience to get in the room with 100 Christian Women Business Owners who wanna be FAITH-ful + FRUITful with their TIME. https://redeemhertime.com/conference use code GETINTHEROOM to save $500 for a limited time

Text the show!“When you are a disruptor, there are no rules that you have to follow.” -Kelly StumpeSearching for the best family car? Wondering which SUV fits three car seats safely—or how to make a smart, mom-friendly car purchase without the stress? You're in the right place.If you've been following along on Instagram, you know Victoria has been on a car-buying journey for the past few months. With baby number three on the way, all needing car seats, this decision wasn't just about features—it was about safety, space, and practicality. Like so many moms, she turned to The Car Mom for real, relatable reviews that actually speak to what families need.That's why this week, we're re-airing one of our most popular episodes: our conversation with Kelly Stumpe, better known as The Car Mom.Kelly is revolutionizing the car-buying process for families—especially moms—through her trusted platform filled with family car reviews, car seat compatibility tests, and buyer education. Her content takes the guesswork out of finding the best SUVs, minivans, and cars for moms, and helps parents shop smarter with confidence.Whether you're shopping for a car that fits three across, researching top safety-rated vehicles for families, or just starting to explore your options, Kelly's insights are packed with practical advice you won't want to miss.Tune in for an empowering conversation that's reshaping how moms think about buying a car—for good.Links Mentioned in Today's Episode: Visit The Car Mom's Website Follow Kelly on InstagramWatch the Car ToursCar Buying Courses For show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

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

 Today on the Heart and Hustle Podcast Evie and Lindsey are sitting down and chatting with Grace Torres. Grace Torres is a destination wedding photographer and business educator based on the East Coast, traveling worldwide to capture thoughtfully designed, emotionally rich celebrations. Known for her signature style that blends an editorial approach and documentary storytelling, Grace delivers timeless, heartfelt imagery for couples who value intentional designs and guest experiences. Throughout this episode Grace dives into how she approaches wedding photography through an editorial lens, the importance of language when it comes to marketing herself, and how she prides herself in being able to capture “journalistic candids”. Grace shares some of her tips on how you can capture candid moments in an artistic way despite the fast paced nature of a wedding day, what some of her questions are that she has with clients prior to their wedding day that helps her shoot in her signature “editorial style”, and so much more on this week's episode of the Heart and Hustle Podcast! --------------------------------- Goal Setting Freebie: https://theheartuniversity.com/goal --------------------------------- Honeybook: share.honeybook.com/heart  In addition to a FREE 7 day trial, get 35% off your first two years of HoneyBook! --------------------------------- Heart Apparel Shop: https://theheartuniversity.com/apparel   --------------------------------- Keep up with Grace: Instagram - https://www.instagram.com/gracetorresphoto/ - https://www.instagram.com/gracetorreseducation --------------------------------- Watch on YouTube: https://youtube.com/@theheartuniversitychannel?si=33lzxpBA9UxKlgTE --------------------------------- If you want to connect with us and other listeners in the Heart and Hustle community join our Facebook group here. --------------------------------- “PODCAST10” for 10% off anything from The Shop! www.theheartuniversity.com/shop --------------------------------- Follow along: www.instagram.com/mrslindseyroman www.instagram.com/evierupp www.instagram.com/theheartuniversity  

Feeling overwhelmed trying to piece together your client experience with clunky systems? In Episode 177 of the Systems & Workflow Magic Podcast, I sit down with Octavia Elease to talk about how to create a seamless and branded client journey using her favorite tools: Showit, HoneyBook, and Flodesk.We're diving into how to strategically connect your website, CRM, and email marketing platforms, why consistent branding across all platforms matters, and how to automate the client experience without losing the personal touch. Whether you're a photographer, designer, or service provider, this episode will show you how to simplify your backend with a tech stack that actually works for you.If you're ready to streamline your systems and elevate your client experience, tune in now!

Ready to get clearer on your pricing strategy? Your own data might be the key! Copywriter Ashlyn Carter joins us to share her foolproof formula for how business owners can set up their pricing. Listen in to hear the common pricing mistakes that business owners make and how instead, they should be using data to determine their prices.The Unbreakable Business podcast is powered by HoneyBook, the AI-powered CRM platform for anyone with clients. Scale yourself and your business with all your leads, clients, projects, and payments in one place. Use the code PODCAST to get 20% off your first year as a new member.Important sections of the conversation[2:12] Should you charge your worth?[4:21] Fact-based pricing versus feeling-based pricing[6:45] Top three pricing mistakes[16:27] How to figure out your hourly rate[18:36] Is it time to raise your prices?[24:18] The foolproof pricing formula[32:01] How to feel confident about your prices[37:04] Learn how to do a proper sales call [38:36] Ashlyn's personal pricing challenges[40:55] Rapid fire questions[48:30] What does having an unbreakable business mean to you?Resources mentionedBuilding an authentic business that supports your mental health with Ashlyn CarterBuy Back Your Time by Dan MartellProfit First by Mike MichalowiczCreating a profit-first business with Mike Michalowicz, author of Profit FirstCodie SanchezShanna SkidmoreMyron GoldenConnect with the guestWebsite: ashlynwrites.comInstagram: instagram.com/ashlynscarter Hosted on Acast. See acast.com/privacy for more information.

Text the show!“It doesn't make sense to me, that you wouldn't move your body in a way to prepare for an event like that, knowing it's going to be the hardest thing that you've probably done or will do.” -Skyler JacobsMotherhood is a journey—one that deserves confidence, grace, and the right support. In this episode, Victoria welcomes back Skyler Jacobs, certified nurse midwife and founder of Well and Worthy Co., to share her deeply personal and professional insights on staying active during pregnancy and embracing a holistic approach to prenatal care.They dive into the key differences between midwifery and traditional medical models, uncovering how midwives champion pregnancy as a natural process—providing personalized, low-intervention care that nurtures both physical and emotional well-being. Plus, Skyler sheds light on how midwives proactively manage high-risk conditions like cholestasis while fostering stronger connections with their patients.If you've ever wondered how to stay active during pregnancy and postpartum recovery, this conversation is for you. Victoria and Skyler break down common misconceptions about pelvic floor health, movement modifications for a stronger recovery, and why listening to your body is key. Tune in to learn how to move through pregnancy with confidence and discover Skyler's course, Movement Through Labor and Delivery, designed to help women prepare for childbirth. Mama's and Mama's-to-be, you're not going to want to miss this episode!DISCLAIMER: This episode is for informational purposes only and is not a substitute for medical advice. Always check with your own doctor or midwife before making any changes to your exercise routine during pregnancy.  Links Mentioned in Today's Episode:Listen to Episode 105: Misconceptions Surrounding Pregnancy, Birth, & Postpartum With Well & Worthy Co. Founder, Skyler JacobsFollow Well & Worthy Co. on InstagramGrab Skyler's course, “Movement Through Labor and Delivery” here!View Photos of Victoria's Hyrox Competition in our show notes, here!For show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

HoneyBook, a startup last valued in late 2021 at $2.4 billion, told TechCrunch that it hit $140 million annualized recurring revenue (ARR). This makes HoneyBook one of the few startups with peak-VC-era valuations to report their financials after the market cooled.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week's episode on the Artist Academy Podcast is all about the business of live wedding painting with Stephanie Gaffney. Stephanie shares how she built a thriving career painting weddings live, charging $5,000+ per piece—far above the national average. She dives into her marketing strategies, from leveraging social media and SEO to growing her reputation through word-of-mouth.We also discuss the backend of her business, including how she uses Honeybook to streamline client communication, contracts, and payments. Let me know what you think of this week's episode with Stephanie and how her journey inspires your own art business!

I'm back from Vegas and here is what I learned from WPPI.Lights, Camera Brand: ⁠https://www.lightscamerabrand.com/⁠Honeybook: ⁠⁠https://share.honeybook.com/Jessicaw⁠⁠Aftershoot: ⁠⁠https://aftershoot.com/jessica-whitaker/⁠⁠⁠What's Next:Follow me on Insta: ⁠⁠⁠https://instagram.com/jessicawhitaker⁠⁠⁠Join the Facebook group: ⁠⁠⁠https://www.facebook.com/groups/buildandbloomjessicawhitaker⁠⁠⁠Business Basics: ⁠⁠⁠https://www.jessicawhitaker.co/businessbasics⁠⁠

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!

Text the show!“When you take care of your team, you create a culture of creativity, loyalty, and excitement for the work that you guys are doing together.” - Victoria MarcouillierA well-planned team retreat is more than just a getaway—it's an opportunity to reignite creativity, strengthen relationships, and align your team with a shared vision. In this episode, Victoria takes you behind the scenes of how BrandWell Designs has embraced retreats as a cornerstone of their culture, from the first retreat in 2021 to the much-anticipated 2025 retreat in Seaside, Florida.As BrandWell has grown, so have the logistics, but the mission remains the same: to cultivate an environment of gratitude and connection. Whether it's fully covering expenses for employees or offering travel stipends for contractors, Victoria is committed to making every team member feel valued. But what if a full-scale retreat isn't feasible? Victoria's got you covered. From curated gift boxes to personalized stipends, she reveals creative and impactful ways to show appreciation—no travel required. Thoughtful gestures like handwritten notes and verbal recognition can go a long way in boosting morale and reinforcing a positive team culture.Whether you're dreaming of hosting a transformational retreat or looking for simple yet powerful ways to celebrate your team, this episode will inspire you to integrate rest, gratitude, and connection into your leadership approach.Links Mentioned in Today's Episode:Follow Along on BrandWell's Instagram!Join the Insider's List for the Retreat Recap!Listen to the 2024 Nashville Retreat Recap!For show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

Hi from WPPI in Las Vegas! In 2025, I set a goal to attend more networking events, and I've already learned so much just by observing how people show up in these spaces. At the start of February, I attended a Women in Business conference here in Seattle and picked up some game-changing networking tips. With WPPI around the corner, I want to share my best strategies to help you make a lasting impression—whether you're heading to WPPI or any other conference this year!Lights, Camera Brand: https://www.lightscamerabrand.com/Honeybook: ⁠https://share.honeybook.com/Jessicaw⁠Aftershoot: ⁠https://aftershoot.com/jessica-whitaker/⁠⁠What's Next:Follow me on Insta: ⁠⁠https://instagram.com/jessicawhitaker⁠⁠Join the Facebook group: ⁠⁠https://www.facebook.com/groups/buildandbloomjessicawhitaker⁠⁠Business Basics: ⁠⁠https://www.jessicawhitaker.co/businessbasics⁠⁠

Hi!! Today I'm joined by a repeat guest, and an amazing photographer and human being - Miles Witt Boyer. Tune in as we chat about all things building genuine brand relationships. We dive into how to spot authentic partnerships, why in-person networking is more valuable than ever, and how to make real connections with brands that align with your values. Meet Miles Miles Witt Boyer is a Bentonville, Arkansas based wedding photographer with an absolute love for the authentic. He's a big believer in the art behind what we do, chasing unique light and composition with a cinematic style woven into the stories of his images. Miles is a total people person, loves working along side brands as an ambassador for companies like Fujifilm, Imagen, Oberweth, and Moment and has a huge passion for education and encouraging photographers to be successful and brave with their work.   Connect with Miles: Website : www.mileswittboyer.com Instagram : instagram.com/mileswittboyer Imagen : https://imagen-ai.com/homepage-lp/?ref=mileswittboyer Pictime : https://mileswittboyer.pic-time.com/referral Pixellu Code :  mileswittboyer Honeybook : https://share.honeybook.com/mileswittboyer Moment Camera Store : https://partner.shopmoment.com/c/3073164/770347/11129 Abide Presets : https://www.gpresets.com/product/abidepresets/ Holdfast Gear code : mileswittboyer   Connect with Me: Subscribe to our emails for updates on all things Summer School! SUBSCRIBE HERE Show Notes: the-summerschool.com Instagram: @summergrace.photo  @the_summerschool   Shop My Products: Become a Member of Summer School My Summer Grace x G-Presets (discount code: SUMMERSCHOOL) My Pricing Guide    

Have you truly accepted the fact that you deserve everything you want in your business and your life? If not, this episode is for you. Joining us is the CEO of Forward Female Priscilla Presley, who helps women build and optimize successful brands.Listen in as Priscilla teaches us how to build businesses that are successful and aligned. She walks us through the steps to casting a vision for the future and staying committed to that vision no matter what happens. She is an absolute powerhouse and you're going to learn so much from her story and wisdom. The Unbreakable Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, get paid faster, and have business flow your way with HoneyBook. Use the code PODCAST to get 20% off your first year as a new member.Important sections of the conversation[3:01] Priscilla's journey with Forward Female[13:12] Learn to stand in your power and gain confidence as a leader[21:54] How women are struggling to grow their businesses[27:44] How to stay committed to your vision[51:20] What does having an unbreakable business mean to you?Connect with the guestWebsite: forwardfemale.com Hosted on Acast. See acast.com/privacy for more information.

Text the show!“In a saturated market, the goal is not to compete. The goal is to create your own lane.” -Victoria MarcouillierExplore the art of standing out in an overcrowded market with Victoria as she shares insights from her journey with BrandWell Designs, helping numerous business owners overcome the challenge of brand differentiation. Uncover the secrets to strategic design and brand clarity, emphasizing the importance of understanding your audience and identifying what makes you unique before diving into the visual elements of your brand. Learn how a well-defined internal brand can guide your external branding efforts, ultimately leading to pricing power and long-term success, even in competitive industries.Craft compelling brand stories and establish niches that truly resonate with your audience. Victoria discusses a three-step approach to building an authentic brand narrative, defining your niche, and communicating the transformation you offer. Using real-world examples, such as an interior designer, she highlights how focusing on the specific problems you solve can differentiate your services effectively. Additionally, explore the power of client feedback and creating a unique brand identity by developing signature offers or frameworks that set your business apart. Tune in to discover actionable steps for defining your brand's transformation and making your mark in the market.Links Mentioned in Today's Episode:Stand Out with Strategic Design with BrandWell DesignsFor show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

  On this week's episode of the Heart and Hustle Podcast we are sitting down and diving into how to work with second shooters as the lead photographer. We covered how you can BE a good second shooter in episode 285, (link below), but today we are flipping it around and looking at second shooting from a leadership role! Throughout our conversation today we talk about where you can find a good second shooter, things you need to vet in a potential candidate, and some of the prep work that will make all the difference. If you are looking to hire a second shooter but are needing some guidance on the best practices when it comes to hiring and trusting someone else to work with you on wedding day, this is absolutely the episode you need to listen to. --------------------------------- Editing Style Freebie: https://theheartuniversity.com/style --------------------------------- HoneyBook: share.honeybook.com/heart  In addition to a FREE 7 day trial, get 35% off your first two years of HoneyBook! --------------------------------- Heart Apparel Shop: https://theheartuniversity.com/apparel --------------------------------- How to BE a good second shooter: Episode 285 on Apple Podcasts --------------------------------- Watch on YouTube: https://youtube.com/@theheartuniversitychannel?si=33lzxpBA9UxKlgTE --------------------------------- If you want to connect with us and other listeners in the Heart and Hustle community join our Facebook group here. --------------------------------- “PODCAST10” for 10% off anything from The Shop! www.theheartuniversity.com/shop --------------------------------- Follow along: www.instagram.com/mrslindseyroman www.instagram.com/evierupp www.instagram.com/theheartuniversity    

Trade-for-print (TFP) shoots can be an excellent way to build your portfolio, collaborate with models, and refine your creative style. However, without a structured approach, TFP shoots can quickly become frustrating, unorganized, and a waste of time. Many photographers experience flaky models, last-minute cancellations, or misunderstandings about how many images will be delivered.The key to a successful TFP shoot is treating it just as professionally as a paid session—with clear expectations, organized communication, and structured boundaries.In this photography podcast episode, I will share the exact step-by-step system I use to run TFP shoots efficiently and professionally, so you can get high-quality results without dealing with unreliable people.This episode will cover:Why I never post model calls on Instagram (and where I find reliable models instead)How to set clear expectations upfront to avoid misunderstandingsHow over-communicating prevents cancellations and gets models to take the shoot seriouslyHow to structure a TFP workflow from model booking to final image deliveryHow to avoid last-minute cancellations and no-showsThe boundaries I set to prevent burnout and protect my timeBy following these steps, you will eliminate stress, work with dependable models, and create stunning images without frustration.Honeybook: https://share.honeybook.com/Jessicawhttps://aftershoot.com/jessica-whitaker/⁠What's Next:Follow me on Insta: ⁠https://instagram.com/jessicawhitaker⁠Join the Facebook group: ⁠https://www.facebook.com/groups/buildandbloomjessicawhitaker⁠Business Basics: ⁠https://www.jessicawhitaker.co/businessbasics⁠

Text the show!What if your business's credibility and growth in 2025 hinged on something as simple as having a website? That's the bold assertion Victoria explores in today's episode, drawing from personal stories, like her sister's harrowing experience of nearly losing her business due to a hacked social media account. Discover why a website is not just an online presence but a critical 24/7 salesperson that protects against the volatility of relying solely on social media platforms. Navigate through the non-negotiables of a high-converting website, emphasizing its role in lead generation and establishing trust with your audience.Victoria also shares transformative insights on crafting a powerful website homepage, especially for service-based businesses. Learn to communicate your value proposition with compelling headlines, strategic calls to action, and high-quality visuals that build trust. From using lead magnets and ensuring mobile-friendly design to adopting basic SEO practices, today's episode provides practical tips that boost conversions and drive sustainable traffic. Plus, Victoria will explain why investing in professional web design can elevate your brand authority. Whether you're starting out or looking to scale, this episode is packed with actionable advice to turn your website into a powerhouse for your business.Links Mentioned in Today's Episode:Build a High-Converting Brand + Website with BrandWell Designs For show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

Around Black Friday last year, I made a big decision to switch my CRM from Sprout Studio to HoneyBook—a huge move after nearly five years with the same CRM. One of my big goals for Q1 was managing this migration myself, and in this episode, I'm sharing how it's going so far.  I'll walk you through: ✨ Why I decided to make the switch (and why this isn't a Sprout Studio takedown!!!) ✨ My top three favorite things about HoneyBook as a newbie user ✨ What made the transition challenging and what I'm still figuring out ✨ Thoughts on HoneyBook's pricing and features compared to Sprout If you've been considering a CRM switch, or if you just want to refine your client experience, this episode is packed with insights! Plus, if you want to try HoneyBook, you can grab 30% off your first year with my link below + in the full show notes. // LINKS MENTIONED // TRY HONEYBOOK: https://share.honeybook.com/leah9738526 TRY PICTIME: https://leahoconnell.pic-time.com/referral TRY SHOWIT: https://showit.com/r/jt922s Grab coffee with me! Schedule a free 20 minute call to talk business and see if/how I can help: https://www.leahoconnell.com/call // CONNECT WITH LEAH //  Website: https://www.leahoconnell.com Instagram: https://www.instagram.com/leahoconnell.photo  

Text the show!Discover the secrets to maintaining sales momentum during slow periods with the first guest of Season 9, Victoria's renowned sales coach Gwen Tinsley. Gwen shares her expert strategies for avoiding the dreaded start-stop sales pattern that often plagues entrepreneurs, especially around the start of the year. Discover how consistent lead generation and engaging sales conversations can keep your business on a growth trajectory, even when markets seem quiet. Gwen provides actionable insights into combating potential clients' lack of urgency and ensuring you're always ready to connect with active buyers.Authenticity is the cornerstone of successful sales, and Gwen explains how to maintain it while overcoming imposter syndrome. She reveals her formula for confident selling that blends authenticity, curiosity, and a genuine desire to help. Learn how reflecting on past wins and lessons can boost your confidence and how positive client feedback can serve as powerful social proof. With practical tips on building rapport and the importance of listening to recorded sales calls, this episode is packed with advice to help you attract the right clients and strengthen your team dynamics.Finally, Victoria and Gwen explore the power of emotional connections in sales strategy, emphasizing that building relationships is key to driving sales. Gwen shares her insights on leveraging confidence and emotional intelligence, especially for female entrepreneurs, to create impactful experiences that resonate with clients. From engaging happy customers for referrals to maintaining a visible and value-driven presence, you'll learn how collaboration and persistence can keep your audience engaged and interested in your offerings. Tune in for strategies that can transform your sales approach and elevate your brand.Links Mentioned in Today's Episode:Boost Your Sales Calls with Grit and Tenacity Consulting Listen to the GT PodcastConnect with Gwen on InstagramListen to Previous Episodes with Gwen:Episode 109: The Psychology of Selling ft. My Personal Sales Coach, Gwen TinsleyEpisode 132: 10 Myths You've Been Told About Selling That Are Hurting Your Business and Your ConfidenceFor show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

Are you curious about starting your own membership and creating recurring revenue? Stu McLaren, membership expert and cofounder of Membership IO, joins us to share what 20+ years of entrepreneurship taught him, along with how he's pivoted over the years as technology and business shifted.We also discuss his latest book, Predictable Profits, which breaks down how to create recurring revenue with a membership. This conversation is so inspiring and will have you seriously considering starting your own membership.The Unbreakable Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, get paid faster, and have business flow your way with HoneyBook. Use the code PODCAST to get 20% off your first year as a new member.Resources mentionedMichael HyattAutism Little LearnersBonny Snowden AcademyJennifer Chamberlin18 SummersConnect with the guestMembership IO: membership.ioInstagram: instagram.com/stumclarenWebsite: stu.me Stu's book: Predictable Profits Connect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_ Hosted on Acast. See acast.com/privacy for more information.

Text the show!Unlock the secret to creating an irresistible brand by harnessing the power of emotions. Join Victoria as she returns for Season 9 of The Branding Business School podcast and reveals how top brands like Apple, Nike, and Starbucks build unbreakable bonds with consumers through emotional connections. This episode uncovers the fascinating role of the limbic system in decision-making, proving that feelings often overpower logic in consumer choices. By emphasizing the emotional benefits of your products or services, you can surpass the competition and secure customer loyalty like never before.Navigate the emotional landscape of branding, exploring how key feelings such as happiness, fear, belonging, trust, and status drive purchasing decisions. Dive into the strategies companies use to leverage happiness, or even fear, or how Lululemon fosters community among younger audiences. We also highlight the importance of social proof and community engagement, giving you actionable insights to ensure your brand messaging creates the desired emotional impact. Whether you're a high-ticket service provider or a budding brand, these insights will help you resonate deeply with your audience and stand out in the marketplace.Links Mentioned in Today's Episode:Work with BrandWell DesignsListen to Episode 126: Do These 5 Things and Your Customers Will Market Your Business For YouGet support with Crafting Your Brand Identity by joining The Branding Business School here!For show notes, head to www.thebrandingbusinessschool.com/thepodcast/ Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/ Follow BrandWell on Instagram. Follow The Branding Business School on Instagram. Save 50% off your first year of Honeybook using this link! Save 50% off your first year of Flodesk using this link! Get $30 off your first month of Nuuly using this link! Get up to $150 off your first box of Factor Meals using this link!

  On this week's episode of the Heart and Hustle Podcast we have the joy of sitting down with Alex McCrary and Jamie Tobin to talk all about building systems that work for both business and family life. We ask them about approaching destination elopement photography and traditional wedding photography differently while both raising a family, and what were some of the systems that they put in place early on in their careers that they still use today. Alex and Jamie dive into the importance of having a good support system to lean on, what the true value of being a present parent is while also being an entrepreneur, and how they overcome the common emotion of “mom-guilt” in their lives. If you are a mom and business owner who is trying to find systems to help better balance between the two, and you are looking to hear from two awesome photographers who have managed to build great business while being present parents, then this is the episode you do not want to miss!  --------------------------------- Community Freebie: https://theheartuniversity.com/community --------------------------------- HoneyBook: share.honeybook.com/heart  In addition to a FREE 7 day trial, get 35% off your first two years of HoneyBook! --------------------------------- Heart Apparel Shop: https://theheartuniversity.com/apparel --------------------------------- Follow Alex and Jamie: Alex: https://www.instagram.com/alexmccraryphotography/ Jamie: https://www.instagram.com/jamietobinphoto/ Check Out Their Podcast “Cameras and Car Seats”: https://www.instagram.com/camerasandcarseats/ --------------------------------- Watch on YouTube: https://youtube.com/@theheartuniversitychannel?si=33lzxpBA9UxKlgTE --------------------------------- If you want to connect with us and other listeners in the Heart and Hustle community join our Facebook group here. --------------------------------- “PODCAST10” for 10% off anything from The Shop! www.theheartuniversity.com/shop --------------------------------- Follow along: www.instagram.com/mrslindseyroman www.instagram.com/evierupp www.instagram.com/theheartuniversity  

Are you prepared to do your 2024 taxes? It's every independent business owner's favorite time of year! Just kidding, but there are ways you can make tax seasons easier on yourself.This episode is part of our Money Talks series, brought to you by our Tax Filing Checklist to get you ready for tax season! In this episode of The Unbreakable Business podcast, we're chatting all about taxes with Dawn Patton, CEO of Patton Accounting. Listen in as she breaks down how business owners can make sure their tax strategies are up to par this year. The Unbreakable Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, get paid faster, and have business flow your way with HoneyBook. Use the code PODCAST to get 20% off your first year as a new member.Mentioned in this Episode:Tax Filing ChecklistConnect with the guestWebsite: pattonaccounting.netInstagram: instagram.com/patton.accountingConnect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_ Hosted on Acast. See acast.com/privacy for more information.

If you aren't given a seat at the table, you need to create your own. Tasha McCaskiel did exactly that when she founded Black Girls in Media, a networking organization that is dedicated to uplifting and supporting minority women within the media industry. Listen in to hear how you can start creating your own opportunities, what media trends you should jump on this year, and how to create an engaged community!The Unbreakable Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, get paid faster, and have business flow your way with HoneyBook. Use the code PODCAST to get 20% off your first year as a new member.Connect with GuestTasha's Instagram: instagram.com/tashjmackkBlack Girls in Media: blackgirlsinmediainc.comConnect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_ Hosted on Acast. See acast.com/privacy for more information.

  Today we are sitting down and playing a game of “Who's More Likely To…Evie or Lindsey”. We answer the questions you asked us like: “Who is more likely to have 8 kids?”, “Who is more likely to ask a barista to remake a drink?”, “Who is more likely to leave you on read?”, “Who is more likely to have their feelings hurt by the other person?, and so much more! Join in on the conversation as we laugh our way through all of these fun and crazy questions on this week's episode of the The Heart and Hustle Podcast. --------------------------------- Productivity Freebie: https://theheartuniversity.com/productivity --------------------------------- Apparel Shop: https://theheartuniversity.com/apparel  --------------------------------- Honeybook: share.honeybook.com/heart  In addition to a FREE 7 day trial, get 35% off your first two years of HoneyBook! --------------------------------- Watch on YouTube: https://youtube.com/@theheartuniversitychannel?si=33lzxpBA9UxKlgTE --------------------------------- If you want to connect with us and other listeners in the Heart and Hustle community join our Facebook group here. --------------------------------- “PODCAST10” for 10% off anything from The Shop! www.theheartuniversity.com/shop --------------------------------- Follow along: www.instagram.com/mrslindseyroman www.instagram.com/evierupp www.instagram.com/theheartuniversity