Podcast appearances and mentions of kelsey bratcher

Are you looking for a way to automate your intake system? Do you use various tools within your firm? In this podcast episode, Kelsey Bratcher from Hired Gun Solutions shares a presentation on automation intake and the evolution of the process.The intake process began with a simple piece of paper. When someone called a firm, a receptionist or administrator would write their name and number down on a piece of paper. This would then get passed to the attorney. In the legal field today, there are many tools and softwares that are used to automate the intake process, making it more efficient and faster. The ideal intake system will get a client on board in one call, without having to bother with scheduling an appointment.You want a level of consistency in the intake process. The same questions should be asked, the same information collected and the handoff of information should be right after everything is collected. This will ensure every client is treated the same and nothing is left out for the attorneys. Kelsey emphasizes the need to have a centralized system. If a firm is tracking calls and messages, scheduling meetings and has a marketing channel, all of this needs to be in one place or within one software.Take a listen!1:05 Kelsey Bratcher shares the fundamentals of the ultimate intake system3:46 The need for consistency in how calls are handled6:38 Centralizing information in one place8:43 The importance of staying organized in the intake process9:36 Easy and real-time access to reports and metrics

Building a new business or shifting to a new business model? How do you get started? How can you make the processes easier? How can technology help small law firm owners?In today's episode Jim and Tyson are talking to Dorna, CEO and founder of Gavel.io, a no-code platform for building document automation and client facing legal products.Prior to starting Gavel, Dorna was a litigator at Sidley Austin. There in her pro bono practice, she worked with legal aid organizations to build a web application for domestic violence survivors to complete and file their paperwork, which led to the idea for Gavel. And the rest they say - is history. Listen in.  01:48 Leaving the law firm life05:10 Tech start up process is a lot like starting your own law firm 06:57 When you might need to build out a system 09:30 Use cases examples — including horse law?11:40 What most lawyers don't understand about what is coming …13:20 The way we work is going to change15:40 How can technology help small law firm owners disrupt?18:07 How Dorna spends her days wearing all the different hatsJim's Hack: Using an app called Streaks that allows you to put in 24 different things that you want to keep track of daily. You can set up a timer for everything and have fun tracking your progress. Dorna's Tip: Have the motto (for your startup) of: think big, start small and iterate rapidly. Tyson's Tip: Jason Selk released a new app called Level Up Game Plan that works in your browser to help you learn and implement Jason's 3 minute and 40 second, cognitive -science-based daily ritual to live a more purposeful life.

After outsourcing her SEO and digital marketing for seven years, Billie Tarascio, founder of My Modern Law, decided — never again, it wasn't working for her law firm and her numbers proved it.It's really hard to know if what you're paying for digital marketing is actually bringing you business. You'll get impressions, you'll get page rank, you'll get subscribers. You can look at it to see how your social media is doing. You might see which keywords you're ranking for, but being able to say that your marketing is working for you is two different things. As in Billie's case — while her social following number was climbing — her lead numbers were going down. That's when she decided to bring her marketing in house and really focus on 5 key areas to move that lead number. Listen in! 01:39 Look at your leads 04:25 The 5 new marketing areas that Billie is focusing on➡️ TikTok - cons you need to post 4-6 videos a day ➡️ Pro Bono Day - con getting lawyers to show up ➡️ Free Facebook Group - con harder to grow, pay to manage ➡️ Meetups - con ➡️ Online events - ➡️ Podcast - build referral network11:58 Branding photo - think of your visuals is a key strategy  14:18 What are your KPI's?! 

Today, we are combining forces with another terrific legal podcast, Everything Except the Law, with host Nick Werker, who is interviewing Jim and Tyson! In this episode we're going to be learning all about the origins of Maximum Lawyer, and of course Jim and Tyson will be sharing some of their top law office management tips.From:➡️ The headaches and heartaches that happen when starting your firm➡️The biggest financial mistake that lawyer make ➡️Most common lawyer marketing mistake➡️The most valuable thing you learn from another lawyer➡️What is on the horizon and is the future of law We have a lot to cover, so let's get right into it.01:10 Meet Jim and his starting point for building his law firm 02:55 Meet Tyson and his starting point for building his law firm 04:30 Starting Maximum Lawyer - talking about the headaches, heartaches when starting your law firm 07:30 Running a free Maximum Lawyer facebook group 10:16 Interactions with other lawyers on the podcast #yikes!13:38 The biggest financial mistake that a lawyer can make 16:28 Most common lawyer marketing mistake, that is the most frustrating thing see 18:16 The most valuable thing you learn from another lawyer in Maximum Lawyer20:15 What is on the horizon — the future of law 

Looking to set up a virtual system that runs without you? That runs like clockwork? Listen to today's episode with Regina Edwards, as we share her 2022 MaxLawCon presentation about the automation you can set up to qualify your leads, create a smooth client journey and to maximize your time wherever you are in the world. Regina walks through the basics setup and intentionality behind her automation system. And while there is work in the set up, as Regina said, if you don't execute — it doesn't matter what your plan was. So get your note taking app out as she dives into her intake and litigation automation processes. 01:50 Virtual lawyering!02:55 High Level overview of intake06:10 Streamline your intake with a CRM 10:30 Declining potential clients that are not a good fit an easy way 11:33 After the intake call, what do you do?13:07 How do you enforce team consistency? 14:27 Litigation workflow 16:19 What can you automate? 19:35  Creating a discovery workflow Tune in to today's episode and checkout the full show notes here.

What pieces do you need in place to start your law firm? What is the thought process and mindset that gets you to “take the leap”? What foundations would you need to get started? In today's episode Jim and Tyson are interviewing Josh Rohrscheib the new law firm owner and start up of Onward Injury Law. Josh started his own firm recently — and as he says in this interview there are so many great things about starting your own firm including starting with that blank canvas. Having the ability to take what you love to your new start up and leave what you don't like. This and more is what we are talking about today! So listen in. 01:09 Josh's big news - He started his own law firm with people that he loves working with and hiring one of his best friends as his marketing director! 02:00 The thought process about hiring a marketing director right out of the gate - which is - What if I could put someone with 40 hours behind them in this area that they are an expert in?!04:15 The Genesis, thought process and planning to go out on your own and how being comfortable can be a crutch 06:44 When you are questioning your impact 08:32 How are you feeling, being 2 months into owning your own firm? 10:16 Decision making behind the naming the new firm - Onward Injury Law 12:29 The planning that went into the starting of the law firm 14:29 What's it like starting out with a blank canvas?16:11 What needs to take place for you to know that this was the right move 17:50 Having a mindset to focus on the good Jim's Hack: If you work out at the gym keep an eye out for the people that are working hard and give them a thumbs up. Josh's Tip: 1. TextExpander Course for lawyers  2. Lainer Trail Academy MasterClass: a three day masterclass for lawyer 3. ”This is Water” speech by David WallanceTyson Tip: Switchmail.com - The easiest way to securely send business mail online. 

Building a firm and starting a firm is not easy! But what Bill is going to cover today is easy. It's easy to learn. It's easy to do. And it will have a disproportionate positive impact on your business. The reason this stuff works is that it goes to the core of any successful business, which is client happiness! That is at the core — If your clients are happy, they will go out and rave about your business and any people they talk to.If those people need help in the same area in the future, they are the easiest leads to convert. Let's think about client happiness in a different way. There are two components to client happiness. Objective Client expectations This and more is what our podcast guest Bill Farias talks about today in this throwback MaxLawCon 22 presentation. Listen in!3:13 When what you get falls short of what you were promised! 8:02 Not properly managing and meeting people's expectations 8:58 Using a formula to manage clients expectations 10:25 Step 1 - If you do the work up front …10:40 Step 2 - Humans want to make other people happy = Operations - Process - Costs 14:12 How to get started and making a game plan16:53 Tools

Is it realistic for a law firm owner to strive for a law firm that runs without them? Jim and Tyson have changed their thinking around this topic of a law firm owner working towards the goal of being only in the owners box. Is this possible? It's an interesting idea, however, we don't think it's really possible for a law firm owner to be in the owners box only and run a highly successful firm that you can scale. You probably could get most of the way there, but the nature of what we do requires that we be deeply integrated into the firm. There are some exceptions but not many in today's world, and we don't think it's realistic to expect that you are going to be in the owners box and be able to just let the firm run itself. This and more is what Tyson and Jim discuss in today's episode. Listen in!4:23 There are too many moving parts for you to be ONLY in the owners box 5:56 When you are so disconnected from what you are running #yikes!10:16 Your most valuable time is …15:00 Looking for a reset button, and coming back with a fresh set of eyeTysons Tip: Read The Referral Engine: Teaching Your Business to Market Itself by John Jantsch 

When your personality and your professional life do not align with who you are, it causes friction. In today's episode Elise Buie is pointing out the strengths of embracing your unique qualities. What is the impact that your uniqueness will have? Professionally and personally?Elise unpacks the effects of being your authentic self — and how that will uplevel your emotional intelligence as a leader. Listen in to this MaxLawCon presentation, if you are ready to dig deep into your authenticity and uncover it! 01:48 When your personality doesn't really match what it “takes” to run a law firm04:06 When your inner critic is loud - How do you turn that into something positive and motivating for you? 06:43 Lean into your authentic self?!10:04 As a law firm owner, you have such a unique opportunity to model something different …15:07 Getting into a owners mindset by …16:35 What is that minimum standard of care!?19:17 Being an emotionally intelligent leader26:33 Treating people a different way than we are taught in law school 

Just getting started in your own firm? Wanting to uplevel your firm and grow faster? Today's episode has Jim and Tyson in the interview seat as they are guest's on Kara Vaval podcast: Laptop Lifestyle Lawyer. Listen in as Tyson and Jim share their starting points of their firms, as well as the start of Maximum Lawyer Podcast and Group Coaching (the Guild) With their:➡️ organic coaching growth and direction taken from what people wanted➡️ to breaking up a law firm partnership ➡️to going from broke to 50+ team in a now thriving companyJim and Tyson are sharing all the gold nuggets here. Including their top three tips on how to move from starter firm to upping to your next level, best advice.  06:39 Jim being a quick start nine from the Kolbe testing and why personality testing might have the answers for team members10:19  Considering a partnership in owning a law firm?!  Here's Tyson's advice!13:45 Serving law firm owners through community, coaching and conferences19:42 Changing law firm owners lives by being in a positive mindset community and being vulnerable 28:39 Beginner law firm owner — what are the top three growth tips for getting to the next level 30:55 Fear is the thing that stop most people from taking the leap 36:39 A streamlined process to identifying your support team 

If you want to become the visionary of your law firm, there is this whole “big relationships" responsibility that falls on your shoulders as the business owner. The three top ways to super charge your relationships and networking efforts are: ➡️ being a giver➡️ being a connector➡️ being the go to expert of your area Listen in as Joey deep dives into each of these three ways you can network easily, with a mindset shift, and practical action steps to get started today!  01:45 Meet Joey 03:16 There are three things that you need to become in order to be a better networker - Number one: you need to be a giver - look for reasons to give encouragement 8:46 Number two: is to be a connector12:25 Number three: be the go to expert in your space15:00 There is a large responsibility that falls on your shoulder as a law firm owner so a way to help is to make those connections!Book:The Happiness Advantage by Shawn Acer  Tune in to today's episode and checkout the full show notes here.

When you reach that point in your business that you are ready to hire an associate — How do you make that decision? How do you make sure the payment is there? How can you make the process smooth? What if you are worried about what you will do with your time after to make your hire? What will you do if you are not sure if you have full time work guaranteed? Do you ask your new hire to bring in new leads of their own? This is what Jim and Tyson talk about and coach Jeremy through as he troubleshoots the next steps that he needs to take in his business as he scales up the work to more than he can handle, and hires an associate. Listen in to Jeremy, Jim and Tyson as they walk through how Jeremy can avoid mistakes of the past, where 80% of his work was reliant on one client referral, and what Jeremy and his firm do now to make sure that his sources are well diversified and ready for his new hire. 01:39 Meet Jeremy and his law firm that he started in 2015 and a reset in 2019 05:16 How did Jeremy get 20 referral sources?06:31 Advice for people to ask for referrals?09:01 Topic of the day - What is the right way to bring on and pay an associate? And the reality of owning a business 13:28 Where does the fear of not hiring come from?15:25 Using Profit First in your business17:00 Should I expect an associate to bring leads of their own?! What associates want - and what you need to do …   20:03 The first cycle of hiring and the fear that comes with it 22:47 Subconsciously allowing our own capacity, to limit our business development activities 27:00 Having incentives for your employees to work for you …28:30 Start making “finding clients” a part of your week right now even before the associate is hiredJim Hack: Read the book: The Third DoorJermey's Tip: The Guild -  Read the book: The Power of One More  Tyson's Tip: For law firm owners that want to build a culture of learning - start a non-fiction book club like: Becoming Bulletproof 

Feeling some days like an imposter? We get it! And feel it too. In today's episode, taken from MaxLawCon 2022, our guest Alexis Austin is teaching us all about using that feeling of imposter syndrome and working with it to make your law firm a better business. Not only does Alexis go over HOW you can embrace this feeling that most of us don't want to feel but she also goes over why it's a good thing and what we can look for when we feel this way. Hint: it's a red flag to investigate and improve an area on your business on what she call “the 3 Pillars.” Listen in!02:44 Flip the script on your imposter feeling syndrome and trade your resource for this … 04:17 The three pillars of your business and how to hone in …05:40 The first p - Product as legal services 07:51 The 2nd pillar - People and what they care about; flexibility, workspace and non-attorney to name a few …11:16 The 3rd pillar - the Process … let's make it easier! Links Mentioned: UpWorkFivver Traction: Get a Grip on Your Business Paperback by Gino Wickman The E-Myth by Michael Gerber QR Code Generator 

People share their struggles here in the Guild and we want to have space on the show today for people going through a struggle right now! BUT, while we empathize and encourage each other, we don't want the work to stop there. We want high expectations and problem solving space made to work through the struggles as well. So let's talk about holding these two truths here on the show today. Listen in if you are having a hard time running your law firm today.  04:11 When sharing your struggles — there is power into admitting you have a weakness. But let's not lose sight of our goals.06:18 Remember that social media is not real! 07:13 It's harder when you have young kids … 08:53 There are fake coaches out there, that make business seem easy 11:20 Getting the momentum going because you have so much going on you don't know what to do first13:34 How to push yourself BUT not be to hard on yourself …16:14 Looking forward to the goal that you want to achieve and how THAT is tied to the daily tasks = you've got to think this through 17:54 You need to prioritize what you are doing everyday and hack the white space …Jim's Hack: Social media isn't bad and it's okay to consume it, but why not use it as motivation to create a piece of content and post it … And THEN go look at social media Like a reward after the work.Tyson's Tip: Give yourself a pouting deadline – So if you make a mistake, if you screw something up, give yourself a certain amount of time to pout about it. And then once that time passes, you move on. Athletes use this in both wins and losses, so you can use this too. 

Your ideas are worth millions of dollars! You have so much that you could do! But is this true? Sure, maybe your ideas are WORTH millions … but they will never make you a cent if they are not executed. Execution is the key to any great idea. In today's episode, we're sharing a presentation from Max Lock Con 2022 with Tyson speaking about the topic of “Why Your Ideas Don't Matter”. Not only does he go over what to do with your ideas and the process you should put your ideas through in order to see if you should act on them - but he also gives you tips and tricks to work through the execution phase of your ideas … which is key to making you those millions. Grab your notepad and pen and get ready to be inspired. 1:00 Having an idea box that makes you millions? 4:35 Lawrence Barnet is a great story of a great idea —That turned out to be a really bad idea that ended up causing deaths … similarly one of your GREAT ideas could cause the destruction of your law firm 6:47 We spend all this time in the area of having ideas - we should take one or two ideas and focus on the execution stage 7:23 What do you do when you have an idea? Create a battle plan 8:19 Battle plan roadmap 9:43 Put it on your calendar - instead of trying to fit it in here and there. 11:43 Follow ideas that you have a passion for - make sure you are thinking them through 13:55 Improve an existing idea - and focus on the execution of it 15:09 Share your idea16:46 Act now! Tune in to today's episode and checkout the full show notes.

What are the challenges that lawyers are facing this year? What about the challenges that are the remnants of the pandemic?  What will the future of 2023 and beyond hold for law firm owners?These are some of the questions that Jim and Tyson answer as guest on Molly McGrath's podcast Hire and Empower with MollyListen in! 00:27 Where do you see an opportunity and best practices in the post pandemic world? 04:04 What do you offer a team to grow themselves, and how to KEEP a team? 09:25 What if you are afraid of the “virtual” team? You can't see what they are doing!! 12:49 When you can't find an associate where you live, what do you do?13:25 What happens when law firm owners don't change their mindset 15:37 What does it mean to be more effective as a law firm owner? Do this exercise… 22:44 How do you get comfortable with letting go of tasks to a team - Tips from Jim and Tyson on how to let go. 33:33 What does a successful lawyer look like?! Books Mentioned: Think and Grow Rich: The Original: An Official Publication of The Napoleon Hill FoundationTopgrading: How Leading Companies Win by Hiring, Coaching and Keeping the Best People Turn the Ship Around!: A True Story of Turning Followers into Leaders

After handling his wife's immigration papers, lawyer Erick Widman had a fire lit in himself to niche down to family and business immigration. His law firm is now 10 years old, with all the ups and downs that come from being an entrepreneur and owning your own firm. One of the biggest challenges Erick faced was being unprepared for how difficult it would be to handle employees. And all of the coaching you have to do for the employees - and so Erick became a high performance coach. How do you manage people all day? How do you manage all the different personalities you work with? How do you come to grips with that (especially if you are an entrepreneur)? That and more is what we are talking about today. Let's listen in. 02:00 Meet Erick where he was a part of the minority group in school, was an exchange student in Japan, and taught law in Hungary where he met his now wife. 4:25 Experiences from Japan helping Erick become a better business owner. 5:19 What's your favorite part of owning a law firm? And what's the least favorite part of owning your own law firm?8:00 Managing people on your team better even when you are an introvert …  9:54 Becoming a high performance coach started when Erick realized I don't need to play the same game that other people are.12:15 Reading the happiness advantage — training yourself to find the positive - becoming the positive person in your life and making the positive things come out!13:35 What has been the biggest challenge for you when running your own firm? 15:28 What most immigration lawyers don't know about marketing and being an entrepreneur. 18:02 Talking about vision - have you done the vision work for your firm? Have you placed value on that? Jim's Hack: Read the book by Napoleon Hill “Think and Grow Rich'' - it's a little woo woo and a little outdated but the central message makes it worth it. — and that message is — That  anything that we want to have happened has to begin as a thought and that the only changes  that happened in the world happened as a thought and our job is to keep that thought alive until it manifests itself into an action. Erick's Tip: Watch the documentary “All or Nothing Arsenal” which has a soccer coach rally the leadership of a failing team.Tyson's Tip: Use an app to place the text on the bottom of the marketing video you created for social media called CapCut with a free and paid version. 

This week on Maximum Mom, your host Elise Buie is joined by Melanie Lippman. Melanie is an Image Consultant and Personal Branding expert who helps high-powered women in male dominated fields use style to communicate confidence, build connections, and achieve next-level visibility.Navigating the duality of motherhood and building your firm, Elise chats with Melanie about ‘How style can encapsulate both your leadership and motherhood persona'”. Deep diving into: The challenges women face balancing their role as a boss and a mom when it comes to style (and how they can ensure neither get left behind) Getting out of the ‘I should wear a suit' funnel women in law often fall into How to discover your own powerful personal style (and put it into action) based on your personal priorities and style goals The types of opportunities that women pass up because they don't have the clothes to suit the occasion The transformational impact that showing up authentically as you can has on your career And more! Listen in!02:00 Meet Melanie who believes that the only way to feel free is to know that it's yours!  07:28 Finding power in dressing the way you feel is the “real” you …09:40 How to pull out peoples' styles of clothes out of them when they are hiding. 14:36 When you have a closet full of clothes but nothing to wear — what do you do? 19:44 How do finances play a part of dressing yourself 23:33 Hacks and tips for clothes shopping29:07 “I don't have time to learn how to dress myself” 38:35 Teaching your kids how to dress for themselvesConnect with Melanie: Website Instagram Facebook LinkedIn Group Coaching

Marketing your own law firm is an ongoing job for us entrepreneurs. A job that RizeUp Media has taken off owners plates, as they offer marketing services. In this episode Travis and Vaidas deep dive into the do's and don'ts for lawyer websites. As well as short term and long term marketing strategies according to your firm's needs. Let's dive in!1:12 RizeUp Media's sweetspot and how they help lawyers market themselves!2:47 What does this “help”look like for lawyers? 4:28 Step one: you need to know your marketing need …9:20  Lawyer websites done INCORRECTLY!

Today we're excited to share a presentation by Kelsey Bratcher from MaxLawCon 2021! Tune in to learn more about automating your intake process no matter your technical ability.Kelsey Bratcher is an automation expert for small law firms. He is a Zapier Certified Expert, Pipedrive Partner, and the host of the Get Automated Podcast. He has been helping small businesses leverage the power of automation for 13 years and has saved over 15,000,000 minutes for him and his client's businesses.1:32 implement automation5:14 scheduled with these scheduling tools9:00 two way messaging platforms13:15 CRM17:04 break it down into chunksWatch the podcast here. Join the Guild: www.maxlawguild.com

Introducing MaxLawCon 2021 speaker Kelsey Bratcher!Kelsey is an automation expert for small law firms. He is a Zapier Certified Expert, Pipedrive Partner and the host of the Get Automated Podcast. He has been helping small businesses leverage the power of automation for 13 years and has saved over 15,000,000 minutes for him and his clients businesses.Join us in St. Charles, MO at the Ameristar Casino, Resort, and Spa to hear her presentation: Automating Lead ConversionWatch the sneak peek. Grab you seat at MaxLawCon 2021 today!

Kelsey Bratcher is the host of the Get Automated Podcast, where he chats with business owners and entrepreneurs about the ways they grow and automate their businesses. He is the Co-Founder of Automatic Practice Profits, a marketing agency for Regenerative Medicine clinics all over the US that offers a Done For You new patient acquisition service specifically designed to consistently produce cash buyers. Kelsey is an expert in firm automation and time-saving software, and he has saved over 30,000,000 minutes of time in his own businesses. What you’ll learn about in this episode: How Kelsey got involved in working with law firms to help them optimize and automate the lead generation and intake process to minimize effort and time spent Kelsey explains CRM (Contact Relationship Management) software and discusses his favorite piece of CRM software, Pipeline, as well as other companion tools he recommends What “drip campaigns” and “nurture campaigns” are and how they follow up with prospects’ requests through automated processes Why drip and nurture campaigns can be easier than you might expect, and why the window of time you have to contact a lead is tight How CRM software and tools can be flexible, versatile resources with many potential uses in your law firm Kelsey discusses Zapier, a tool that allows you to connect and integrate many different pieces of CRM software together Why it is important for the software tools your firm uses to be expandable and automatable to help your tools grow with your firm Why automation is one of the easiest “low-hanging fruit” process improvements you can make at your firm to save time and effort Resources: Website: https://getautomated.co/ LinkedIn: www.linkedin.com/in/kelseybratcher/ Additional Resources: PILMMA Super Summit mini-site: https://www.pilmma.org/pilmma-super-summit-2020/

Time is so precious in this industry that time spent doing operational tasks means time less spent on making important decisions and solving more problems. Kelsey Bratcher, host of the Get Automated Podcast and Co-founder of Automatic Practice Profits, believes in automating operational type tasks in order to save time and add more value to grow your business. In this episode, he takes us through the importance and process of automation and introduces Zapier. He breaks down some of the important terms, tools, and applications that help lighten the load and decrease errors from doing menial and repetitive tasks. Save time not only for yourself but also for other people in your office. Try your hand at automation and see where you can put more value in your business. Love the show? Subscribe, rate, review, and share! Here's How » Join the Successful Lawyers Podcast Community today: thecpaforlawyers.com

Kelsey Bratcher and his guest Keith Perhac Founder of Segmetrics. This episode is all about data. Why is it important to collect data on your sales process, how to insure that your data is valid, what can you do to leverage that data now that you have it. They also dig into custom direct mail and how to shake things up by going old school. Also as a bonus Keith and his team cooked up a killer offer if you want to sample the power of Segmetrics. Be sure to check it out at https://segmetrics.io/hi/get-automated/

“Automating Your Firm” w/Kelsey Bratcher   This week on the show we have Kelsey Bratcher, owner of Hired Gun Solutions and automation/integration expert second to none. In this episode we’ll discuss the tools you can use to begin automating your firm and compare CRM and Automation technology.   https://www.hiredgunsolutions.com/about/   Hacking’s Hack: I’ve been really enjoying this podcast called “Momentum” from Alex Charfen. Its about empowering both the entrepreneur and the implementors. https://www.charfen.com/podcast/   Tyson’s Tip: Sometimes its ok to hit the reset button and start everything over. It’s better to reset now than later on when you’re deeper into bad habits.   Kelsey’s Tip: Look at Zapier and Google Docs. Law firm are document oriented and this is where you are going to save the most time and money.   Starting out? Get Pipedrive, Autopilot, and Zapier.       For more content from us please subscribe to our Youtube Channel   Don’t forget to sign up for MaxLawCon20!   Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook Group or like us on Facebook and comment!   You can also go to MaximumLawyer.com or, if you’d prefer, email us at: info@maximumlawyer.com   Interested in being on the show? Shoot us an email at support@maximumlawyer.com or message us on Facebook!   Welcome to the Maximum Lawyer Podcast. Partner up, and maximize your firm.

Kelsey Bratcher sits down with Gareth Pronovost Founder of Gap Consulting. Kelsey and Gareth explore Airtable, APIs, Automation, Automobiles, and the Apocalypse. Hold on to your relational databases because this one is wild. Check out the latest great episode today!

Kelsey Bratcher sits down with Steve Weber who is a Speaker and Forest Gump Lookalike, he also is the Founder of American Gumption and Speaking Gump. They cover what happens when you have a break up with your current tech stack. Mainly your CRM. What do you do? Download the latest episode of the Get Automated Podcast to find out.

Kelsey Bratcher is the Co-Founder of Automatic Practice Profits, a stem cell marketing agency as well as the host of the Get Automated podcast. He has been creating and implementing automation for small businesses since 2008 and loves to talk tools, systems, and processes. We spoke about his journey to the 2019 version of himself, how he's built his businesses, what motivates him, the importance of automation for businesses, and much more. This episode is brought to you by Nova Zora Digital. See what Nova Zora Digital can do for your business with digital marketing. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Clear your schedule and set aside some time to listen to this week’s episode of The Get Automated Podcast hosted the smartest man in small business automation Kelsey Bratcher. We drop Episode 63 this week and are joined by smartest man in spreadsheet education Ben Collins Founder of The Collins School of Data. Ben and Kelsey show the path to rapid leveling up with data science using Google Sheets and Google Apps Scripts. Learn what you really need to focus on to get your messy data cleaned up or what need to do to start tracking the metrics important to your business. Pivot Tables, Vlookups, Concatenation, Array Formulas are just some of the important functions that get covered this week. So grab this awesome episode today.

The Get Automated Podcast Episode 62 is here. Download and listen to this week's episode as your host Kelsey Bratcher and his guest Nathan Hirsch Founder & CEO of FreeeUp. You are not the only one that can do what you do and you need to take advantage of that fact. Alright Maybe you are a special snowflake, but there are people out there that can help with at least part of what yo do. If you cannot get everything automated using software or you need that human touch, outsource.

In this episode Kelsey Bratcher the host of the " Get Automated" Podcast, talks about his struggles with anxiety. He also shared about his divorce, and the 13 months of depression that followed. As well as his parents house burning down while he was staying there during time period. Kelsey is currently traveling across the country in a travel trailer with his ex-wife, and 12 year old daughter.   You can find Kelsey at www.getautomated.co Free tool Kelsey mentioned during the episode. www.airtable.com   Do me a favor if you get anything out of what I'm putting out please follow the link below to my LinkTree, hit the iTunes button, and give me a rating. Also if you know someone that would benefit from hearing this podcast, send them over. We are in the middle of an information movement. Get up and participate!!! www.linktr.ee/Nowheretogobutup   Here are the links to contact myself and my show Email: nowheretogobutupnow@gmail.com Facebook: www.facebook.com/nowheretogo.butupnow.9 Instagram: www.instagram.com/nowheretogobutupnow/ Twitter: www.twitter.com/butupnow Podcast Page: www.nowheretogobutupnow.libsyn.com/ YouTube Channel: www.youtube.com/channel/UCpit4jnGTbhgLt2UFs0efyA No Where To Go But Up Podcast Facebook Group: www.facebook.com/groups/441133970022537/ Schedule An Interview To Be A Guest www.app.acuityscheduling.com/schedule.php?owner=17962779 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/no-where-to-go-but-up/message

In this episode Kelsey Bratcher the host of the " Get Automated" Podcast, talks about his struggles with anxiety. He also shared about his divorce, and the 13 months of depression that followed. As well as his parents house burning down while he was staying there during time period. Kelsey is currently traveling across the country in a travel trailer with his ex-wife, and 12 year old daughter.   You can find Kelsey at www.getautomated.co Free tool Kelsey mentioned during the episode. www.airtable.com   Do me a favor if you get anything out of what I'm putting out please follow the link below to my LinkTree, hit the iTunes button, and give me a rating. Also if you know someone that would benefit from hearing this podcast, send them over. We are in the middle of an information movement. Get up and participate!!! www.linktr.ee/Nowheretogobutup   Here are the links to contact myself and my show Email: nowheretogobutupnow@gmail.com Facebook: www.facebook.com/nowheretogo.butupnow.9 Instagram: www.instagram.com/nowheretogobutupnow/ Twitter: www.twitter.com/butupnow Podcast Page: www.nowheretogobutupnow.libsyn.com/ YouTube Channel: www.youtube.com/channel/UCpit4jnGTbhgLt2UFs0efyA No Where To Go But Up Podcast Facebook Group: www.facebook.com/groups/441133970022537/ Schedule An Interview To Be A Guest www.app.acuityscheduling.com/schedule.php?owner=17962779

Kelsey Bratcher is joined by Melissa Smith Founder & CEO of Association Of Virtutal Assistants. They dig into what it takes to become a successful VA or Excutive VA. How to leverage your existing skills to get the clients that you will work well with. Are listening to this from the other side and you need a VA? Well, Kelsey and Melissa cover that angle as well. Discover why you need to find someone that works the way you do and how to prepare for filling that role in your business and your life. Grab Episode 60 Now or tell your VA to get it for you.

Kelsey Bratcher is joined by Jesse Wood CEO of eFileCabinet. Learn why you need to invest in your processes and a means of managing those processes. Then add in a software platform that will allow you to integrate those processes into a deep document management system. Think of all the time and resources that would free up in your business. 

The Get Automated Podcast Episode 57 is here. Download and listen to this week's episode as your host Kelsey Bratcher is now on the road and a full time Automation Nomad. Get caught up and ready for the next several exciting weeks of the podcast.

The Get Automated Podcast Episode 55 is here. Download and listen to this week's episode as your host Kelsey Bratcher and his guest Chad Spaide Founder of Pure Potential Insurance Automation. Dive into handling a sales pipeline in software. Also learn why Slack is a fantastic tool to bolt on to your tech stack. Kelsey and Chad drill down into the major benefits of using some of the less conventional features of Slack and why it is superior to email for general notifications. Go beyond regular communication and add in notifications of important key moments in your business. Plus learn how to decipher what the URL really means inside your CRM and why this is important, and much more. Get your copy today.

Episode 53 goes international again, this time we take a hop across the pond to the UK. Kelsey Bratcher is joined by Ian Naylor Serial Entrepreneur with Hyperise. Listen as they discuss the importance of marketing personalization. Nothing is better at improving open rates and click through rates than personalized content. Kelsey and Ian go way beyond just adding someone's name to a marketing email. Grab your copy of The Get Automated Podcast and level up your marketing game.

Another week, another great episode of the Get Automated Podcast. This week for Episode 52 your favorite automation guru Kelsey Bratcher goes deep with how to pick the best CRM for you. There're many different factors that go into choosing a CRM for your business and in this episode Kelsey condenses over a decade worth of knowledge just for you. So grab this week's episode to learn the secrets of selecting the proper CRM For your business

Kelsey Bratcher breaks down how to go from standard business processes and standard operating procedures to full out automation. Mapping processes out via flowcharts, outlines, or just simply making a list. Then how that can translate into refining processes, outsourcing and ultimately automating to save time and money. Grab this week's episode of the Get Automated Podcast to learn about this and much much more.

This week we have episode 50 of the Get Automated Podcast. This episode enjoy a special look at what we have planned for the second season with the smartest man in small business automation Kelsey Bratcher. We have some great things in store for the next year of the podcast, but we are going to need some help from you to make everything happen. Grab this weeks episode and strap in for an exciting second season.

Episode 49 of the Get Automated Podcast your favorite host Kelsey Bratcher is joined by Chris Greene president of The Flood Insurance Guru. In this episode we find out if you can be more personal with automation? We also explore setting up tools for your sales staff and why is it sometime difficult to get them to adopt new software. We dive into Twilio Studio for ultra-custom SMS messaging and learn about VOIP software phone solutions. Plus get the rundown on the Zoho software suite and much more. Grab this week's episode now.

Another great new episode of the Get Automated Podcast. Kelsey Bratcher is joined by Meny Hoffman Chief Executive Officer of Ptex. We dive back in to the topic of hiring and general small business growth. This week we release our first Get Automated Challenge. We want to hear how you took on the challenge laid out at the end of this weeks episode and implemented it in your business. Go to https://getautomated.co/contact/ and drop us a quick description of what you did and how it is a benefit to your business or how it was a learning experience. We will select some and go over them on a future episode of the podcast. So grab episode 47 of the Get Automated Podcast and see if you can complete our challenge. Oh, yea and learn a bunch of stuff about business growth.

After his efforts to sell climbing wall rocks in the mail failed, Craig Simpson doubled down and experimented to find exactly what offer and copywriting would make sales. Thousands of mailed rocks later he sold the business and started showing other businesses how to get the same success with direct mail. Now Craig does over 300 direct mail campaigns every year. He has sent out 200,000,000 letters across the nation, targeting everyone from corporate CEOs to people with toothaches. He is also a bestselling author, powerfully distilling the knowledge of great advertisers to show his readers how to write copy that engages customers. Take your junk mail out of the recycling bin as Craig Simpson explains to the guys exactly what makes great letter copy, how to actually get results with postcards, and what your first mailing should look like. When you’re done, go check out our conversations with Kelsey Bratcher and Joy Houston for more direct mail and copy strategies. “You don't get a hundred pieces of mail in your mailbox every day like you do with email... if you're the only guy in there you're going to get more attention.” -Craig Simpson Some Topics We Discussed Include: Why direct mail is a natural fit for targeted audiences Which businesses do best with direct mail Matching the right mailing with the right offer How to get results with postcards The 3 factors that make a great mail campaign Getting targeted mailing lists through list brokers What your first letter should look like How to convert online copy into mail copy “Lumpy mail” tricks to engage your customers The Customer Retention Path to maximize lifetime value Actionable tactics for local and regional retail businesses The biggest mistakes people make with direct mail Contact Craig Simpson: Simpson Direct The Advertising Solution by Craig Simpson & Brian Kurtz The Direct Mail Solution by Craig Simpson & Dan S. Kennedy Connect on Facebook Or on Twitter References and Links Mentioned: Free Evergreen Traffic Playbook The Perpetual Audience Growth Course – Learn how to drive consistent, high-quality traffic day in and day out GenM (Sponsor) – Find marketing apprentices for $50/mo Direct Marketing List Source Tower Data Ogilvy on Advertising by David Ogilvy The Robert Collier Letter Book by Robert Collier Marketing Automation Tools And Strategies – Kelsey Bratcher How To Write Copy That Speaks Directly To Your Ideal Customers – Joy Houston

We are dropping Episode 44 of The Get Automated Podcast this week. Kelsey Bratcher is joined once again by David Zisner CEO & Chief Automation Architect of LeAndolini. This week learn why you need access to a powerful database and why Airtable is the perfect solution. Plus how would you plan automation around database tool. Kelsey and David also discuss the methods that they use when evaluate software solutions.

Another week, another great episode of the Get Automated Podcast. This week for Episode 43 your favorite automation guru Kelsey Bratcher is joined by Matt Wolfe & Joe Fier Founders of Evergreen Profits and Hosts of The Hustle and Flowchart Podcast. Go behind the scenes of The Hustle and Flowchart podcast release process and see how they leverage using out sourced labor to off load things. Listen in on the process of running a podcast and grab the gems that apply to just about any other business type and process. Get the DL on current paid traffic best practices using Google and Facebook together. Do you sell products online? Check out Thrive Cart and Stripe to level up your e-commerce business. Learn the truth about using Infusionsoft as a soloprenuer, or small business that is trying to keep your cost down. See what it takes to be a successfull SASS product in todays market. Download Episode 43 today and find out how to get a FREE Traffic E-book thanks to our guests Matt Wolfe and Joe Fier. All this and much more on this weeks episode of the Get Automated Podcast. The best podcast about small business automation.

On his first day at Infusionsoft, Kelsey Bratcher knew this was going to be the last job he ever had. He loved his job, but working all day with entrepreneurs who were raking in millions showed him he could do it too. Now Kelsey is the co-founder of Automatic Practice Profits, host of the Get Automated Podcast, and a freelance automation consultant for numerous clients and businesses. He has saved his own businesses over 8,000,000 minutes using his automation strategies and much more for the people he helps get their work done without breaking their budgets. Just click and kickback as the guys get a masterclass in how to automate your business from cold calls to upsells, using new tools for effective direct mail marketing, and how to build automation mechanisms that drop into any marketplace. When you’re done listening, go get some more automation tips from our conversations with Alan McKenna and Drew Burks. “In online space, there’s a lot of laziness, there’s a lot of cheapness. People are like, ‘I want to spend as little as possible.’ Well, if you spend more you could make more!” -Kelsey Bratcher Some Topics We Discussed Include: Getting out of wage-slavery and into entrepreneurial freedom The different types of automation triggers A sales method for high-conversion events Behind the scenes at Infusionsoft 3 steps to get as many attendees as possible Using direct mail marketing to find affluent clients How to automate the backend (there's so much you can do with your leads!) Tips for improving your SMS marketing A tool to automate your client contracts Using Zapier to prototype your automation ideas The latest automation tools (plus features on the horizon) Which funnel software has the best page loads How to build mechanisms that drop into any marketplace Contact Kelsey Bratcher: Get Automated Get Automated Podcast Connect on Facebook Or on Instagram References and Links Mentioned: The Perpetual Audience Growth Course – Learn how to drive consistent, high-quality traffic day in and day out GenM (Sponsor) – Find marketing apprentices for $50/mo pipedrive Autopilot Every Door Direct Mail Postalytics PandaDoc calendly SendGrid Copper Instapage Clickfunnels No B.S. Direct Marketing by Dan S. Kennedy Duct Tape Marketing by John Jantsch The E-Myth by Michael E. Gerber The Blueprint To An Automated Followup Process – Alan McKenna How To Automate Sales And Drive Traffic – Drew Burks

Another week, another great episode of the Get Automated Podcast. This week for Episode 41 your favorite automation guru Kelsey Bratcher is joined by Shane O'Dazier Founder of The Restoration Contractor. They discuss automation from an unconventional view and how you can leverage current tech to automate your own security system, or manage your inventory, or take control of your fleet vehicles. Do you pay vendors or contractors? Learn how to use automation to take care of that. Learn how Shane has taken Airtable and a few other tools and constructed a custom operating system for his business. Find out why you should look into ProcessPlan and how you can use it in your business. They also dig into why you need to be an expert in your niche and how being authentic will always win in the long run. Plus much more.

Get ready for Episode 39 of The Get Automated Podcast. This week Kelsey Bratcher sits down with Eriol Gjergji founder of Flexie CRM. They discuss need for a software platform that will change and grow as your business does. Most CRM Products, Sales Pipeline Applications, and Marketing Automation Tools have major limitations today. However, Flexie CRM is different and very well could be the future model for software. Listen as Kelsey and Eriol aslo talk about planning, growth, change, results, solving problems at scale and scooters. Download Episode 39 Now!

Miss Us? This week we have episode 38 of the Get Automated Podcast. This episode enjoy a special fireside chat with the man himself Kelsey Bratcher. Kelsey takes you on deep dive through the tech-stack that allows his three businesses to function. With a skeleton crew and heaps of automation Kelsey has been able to start 3 successful businesses; Hired Gun Solutions, Get Automated Podcast, and Automatic Practice Profits. One of those has grown to be a "seven" figure business in a little over a year. Get ready to take some notes and find some direction for your business. We are covering lead capture, transportability, scheduling, databases, application creation, and everything in between. Download Episode 38 Now.

Chiropractic clinics use EMR (electronic medical record) software to manage patients, billings, insurance and keeping track of costs in one tool like a centralized hub. What it doesn’t do is manage the sales and marketing component of the business. Kelsey Bratcher, an automation wizard and co-founder of AutomaticPracticeProfits, tells us of alternative tools and explains […]

Chiropractic clinics use EMR (electronic medical record) software to manage patients, billings, insurance and keeping track of costs in one tool like a centralized hub. What it doesn't do is manage the sales and marketing component of the business. Kelsey Bratcher, an automation wizard and co-founder of AutomaticPracticeProfits, tells us of alternative tools and explains in this episode how implementing a CRM (Customer Relations Management), setting up a marketing technology and configure these all up in automation can improve your business performance and attract more clients.  “Software into chiropractic industry is frustrating as you cannot put anything or out of it in an order that would make sense.” Kelsey Bratcher explains that popular EMRs are closed systems where you are unable to integrate certain tools that can significantly help you out with clinic operations, training, marketing and sales. In this interview, you'll learn: Alternative tools that a new practitioner can use to jump start his business which can also help existing clinics get more leads and maybe switch in a more cost effective way to run the marketing component of the business. The importance of automation in the marketing world in handling communication with possible leads and existing clients. Tools you can use to handle seminars and gather data of attendees and use these data for your business analytics. The benefits and disadvantages of having landing pages and click funnels, and again, alternatives to these tools and how to optimize its functions. How testimonials are a boon to any business. Crucial Takeaways: As clinic management software (EMR) are “closed” tools to managing an office, the opportunity to integrate an automation tool to enhance processes such as booking patients is out of the question. Having an independent automated system outside of an EMR significantly improve patient follow-ups, giving patient education, setting appointments, marketing and advertising seminars to name a few. Automated system programs can generate data through integrated tools regarding attendees, for instance, in seminars: number of sign-ups, attendees, people who booked an appointment and no shows. Where data gathered can be used to marketing subsequent events such as trainings, seminars and could be used to reinject no-shows into the process and so on. Clinic management systems are inadequate tools for lead generations and sales and do not have the capability to get new patients easily. There is a vast number of tools that can sell services without storing any medical information so that your Health Insurance Portability and Accountability Act (HIPAA) does not come into question CRM software like Infusionsoft, which performs automation among other things, has other more cost-effective and, technically speaking, has steep learning curve alternative, Pipedrive, that Kelsey will discuss into detail with tools that you can integrate on it as needs present. Adding testimonials through surveys to a website is extremely effective into building your business. Surveys contain personal information which you can use as testimonials and, with a CRM, can be posted on your website in an automated manner. Kelsey advices not to use a dollar store hosting like GoDaddy as you are not going to get good tools and resources to run your website. If, for other reason, you want to stay on a dollar store hosting you can switch out DNS service to optimize your website and improve performance. There are tools that you can be integrated into clinic management software alternatives like Pipedrive that can use VoIP (Voice over Internet Protocol) which are more cost-effective instead of buying a hardware service for your company's calling and SMS text

This week on the Get Automated Podcast with your host Kelsey Bratcher we take a deep look into Airtable as a simple but powerful free database, how to get cheap SMS integrated into your tech stack, and how to make automated webinars the simple way with Demio. Our guest for Episode 37 is Nathaniel Broughton, who is a successful web entrepreneur and host of the Opt Out Life Podcast. Nate shares his marketing and SEO experience that dates all the way back to the early 2000's. This includes how to get your message out in the crowded space we call the modern internet, why you should know what LSI is, and how to produce copy for your site to raise your ranking with Google. Grab Episode 37 and learn all this plus much more.

This week we have Episode 35 of The Get Automated Podcast. Every small business owner knows that sales are the backbone of a small business. How can you build an unconventional sales team that generates sales? Listen to Kelsey Bratcher and Brendan McAdams the Managing Director of Kiinetics chat about contracting your sales staff vs employing them. How to best use CRM's for sales, and the value of old school selling techniques. Download this episode to find out why you should become the master of your phone processes and what to automate, and how using a webcam can boost engagement. Plus a whole lot more, but you have to download it to find out.

Kelsey Bratcher, the baddest hombre in automation and host of the Get Automated Podcast drops Episode 34 this week. This episode Kelsey has the pleasure of sitting down with Troy Broussard of Membrandt. This episode we take a look at the future of content delivery and consumption. Over the past few years there has been a major shift in how people consume content. As a small business owner this is something that you need to factor in to your business strategy and processes. The shift is going away from static desktop consumption to dynamic mobile consumption. What can you do to stay ahead of this change? Download this week's episode and find out, plus much more.

Episode 33 of the Get Automated Podcast is packed with amazing tips and tricks for any small business preparing to use or currently using a CRM. This week we focus around Infusionsoft but many of the topics can be applied across several different software platforms. The smartest man in automation Kelsey Bratcher is joined by Laura Sills the Director Of Operations for Ziva Meditation. Kelsey and Laura discuss: data migration (changing software platforms), data clean up, spreadsheet functions you need to know, and webhooks. Want to learn how to get enterprise level reporting for basically free? Plus get some great Zapier tips and even learn what to look out for when setting up an online course. Well, you need to download this week’s episode and get all this and more.

This week on the Get Automated Podcast your host Kelsey Bratcher is joined by Bret Martineau owner of Wunntee Unlimited. Bret is a true OA (Original Automator) from the early days of Infusionsoft, logging around 15 years of experience. Bret bring a unique perspective to entrepreneurship as he is also a fighter. This combo allows Episode 32 to cover some interesting topics. Kelsey and Bret discuss facing fear, training to be ready for when everything goes wrong. Also we dive into how you should not attempt to do everything yourself. Leverage the talents of those around you or pay for those talents, and much more.

We are dropping Episode 31 of The Get Automated Podcast this week. Kelsey Bratcher is joined once again by Gregory Jenkins the founder of Monkeypod Marketing. This time around Greg shares a behind the scenes look at making his latest project “The Migration”, which captures what really happens when a business migrates from one software platform to another. Greg’s project opens up the door for a new style of business content. Be a fly on the wall as Kelsey and Greg brainstorm the marketing and the possibilities for content like this. This episode is jam packed with great information; from membership sites, software migration, new product marketing, and merchant accounts. Download this week’s episode now.

This week we bring you Episode 30 of the Get Automated Podcast. Kelsey Bratcher sits down with Shoan Snoday owner of Sobriety Society. They focus on some deep tricks with Infusionsoft and then move on the using UTMs with paid traffic. Then go on a deep dive and learn how to do a quiz/survey funnel the Kelsey Bratcher way. Shoan then teaches Kelsey how to grab some stealth testimonials. The episode then wraps up with automating your personal / offline line life. Kelsey shares some of his life hacks to save time doing things you do every day. Grab this week’s episode and learn all this plus more.

Clear your schedule and set aside some time to listen to this week’s episode of The Get Automated Podcast hosted the smartest man in small business automation Kelsey Bratcher. We drop Episode 29 this week and are joined by Brian Young owner of Home Painters Toronto. Brian is the perfect example of what embracing automation can do for you and your business. Brian went from going door to door cold calling leads for painting contracts to having every step of the sales process automated. By implementing automation he has been able to grow his business from $300K to over $3 Million in annual revenue. Today his entire business is built on that foundation of automation, and it would not function without it. You may want to take notes during this episode because Kelsey and Brain take a walk down memory lane setting up Home Painters Toronto to leverage automation. Download Episode 29 Now.

Want to learn what you need in your new lean software stack. We have you covered in the newest episode of The Get Automated Podcast hosted by the baddest man in small business automation Kelsey Bratcher. Episode 27 Kelsey is joined by Jaime Nacach from Bloominari and Jamie brings some awesome ideas and information to the podcast. First we dive into how cheap you can start off a fully functional software stack and still have an automation powerhouse for your business. Then we cover Agile CRM, and how that can in itself can be a solid choice for a foundation to your stack. Peek behind the curtain of what it is to be a software affiliate or partner. Learn more about the true power of Zapier and their new “Paths” feature. Which will allow you to now add logic and branching to your zaps. Powerful. Plus lots more, but you have to get this week’s episode to find out what.

This week on the The Get Automated Podcast we take a look at Pipedrive and how an it is helping make sales easy. Episode 26 Kelsey Bratcher is joined by Darek Chojnacki, who is an Insurance Broker and small business advocate. Darek owns Green Tree Insurance, LLC and leverages automation to secure policies for his clients. The power of automation also allows Darek to run a second business (both as a solopreneur) Business Runway, where he helps small business owners set up the core technical components to then be able to leverage things such as automation. Darek and Kelsey cover several topics including; manage a sales team, the future of sales, Facebook ads tips, and custom document generation. Also, learn about how you can protect your business with a new type of liability insurance, “Cyber-Liability Insurance”. All this and more this week. Download and listen now.

This week on the Get Automated Podcast with your host Kelsey Bratcher we take a deep look at how automation can boost your sales. Kelsey is joined by Tim Berman who is the Founder and Growth Hacker of Big Red’s Equipment Sales. Tim has leveraged automation to help his team grow 20% in the past 3 years. Oh, and they are doing that with a smaller sales staff than they had in 2015. Grab Episode 24 and learn how to get your sales pipeline, sales team, sales numbers where you want them to be. But that’s not all. These guys go deep in so many different areas. Chat tools, texting, dialer applications, contact enrichment, more on how to automate a podcast, getting data that you need, Facebook marketing, wake dead leads…and much more.

Episode 23 of The Get Automated Podcast, Kelsey Bratcher is joined by another marketing gangster Brett Farr Founder of Blick Digital. Learn why Infusionsoft is behind the curve of other great tools and why Zoho is a do it all Automation Solution but should not be your first CRM or Automation Tool. Businesses looking to get into automation need to know what they want from the tools that will be used and the people implementing them. Know your Goals for your business before you automate. Plus, learn what not to do when first getting into automation. Also, is SMS the next big thing for marketing? Learn how to incorporate SMS best practices and some great tools to help you get the most out of texting your leads. There is so much more but you will have to download this week’s episode to find out.

This week we have Episode 22 of The Get Automated Podcast. Every small business owner knows that cash flow is the life of a small business. How can you improve that? Listen to Kelsey Bratcher and Sarah Schaaf CEO and Co-Founder of Headnote chat about invoicing, receivables and most importantly payments. Sarah is a former attorney who saw something that the legal industry need to have improved and that drove her create Headnote a better way for lawyers to invoice and collect payments. Headnote is focused on the legal industry but the ideas and advice in this episode apply to anyone with a business. This episode is all about getting you paid, and fast. Kelsey and Sarah discuss why making it easy to have your clients pay you is one of the best things you can improve or better yet automate for your business. Download this episode to find out about automating invoicing and payment reminders, using a dashboard to simplify tracking accounts receivable, and using a payment link for simple payment access. Plus a whole lot more, but you have to download it to find out.

This week get ready to get introspective. The Get Automated Podcast Episode 21 is all about you. Your favorite small business automation podcast host Kelsey Bratcher is joined by Wes Schaeffer. Wes is the Founder of Sales Whisperer. He is an expert salesman, a published author, and a small business owner. Wes has more than a few years under his belt closing deals in all types of industries. Kelsey and Wes will force you to look at: What are you doing to hold yourself and your business back from growing like it could? How do you break out of this and take steps to improve? Why is automation a good solution for some of these problems? Listen to the episode to find out. Plus, they layout a proven strategy for generating quality content that will get you noticed. You cannot afford to wait….Download this week’s episode now.

We are 20 episodes deep and this one is a home run thanks to Dina Lynch Eisenberg with Outsource Easier. Dina brought something special to the 20th episode with her wonderful charm and extensive knowledge of outsourcing and automation. The Get Automated Podcast is always improving from week to week, but this one moved the bar way up. Not only is it a great follow up to last week’s episode. Keeping the theme of the legal industry. Really, the topics discussed can be applied to all small business types. But the information shared really has the power to transform your life. You have to do something with it. Downloading the episode would be a great start. Kelsey Bratcher and Dina cover, using video as a great way to indoctrinate your leads and clients. Dina has some great tips on how to ease into using video for your business. They also dive into how you need to delegate the proper tasks to the proper staff or experts so you can spend your time growing your business. Not just surviving in your business. Dina shares her personal experiences to teach us that tragedy can strike and everything can get turned upside down in the blink of eye. You need these processes in place today, not for if, but when that tragic moment happens. Dina then flexes her outsourcing muscles and teaches us how to become a instant expert using Upwork and Fiverr for your outsourcing needs. Want to learn how to step up and become a leader in your business today. Download this week’s episode and find out how. Also, a sincere thank you to Dina for making our 20th episode one to remember.

The Get Automated Podcast Episode 19 is here. Download and listen to this week's episode as your host Kelsey Bratcher and his guest Allen Rodriguez freely engage in the Unauthorized Practice of Automation (Lawyers will get the joke). That's right, we have another podcast with someone from the legal industry. However, this week things are a little different. Allen Rodriguez is not a lawyer, his is someone who has helped lawyer's with the business side of having practice for about twenty years. Allen has also been experimenting with automation for about that long as well. Let's put it this way his introduction into automation involved a fax machine and 28.8K modem. Before he founded his company ONE400 he worked at LeagalZoom. Allen has taken may of his enterprise level experiences and distilled them down for use with small businesses. Here are a few topics that get explored this week. If you are a lawyer and you are not using automation then you are missing on a great way to hang on to a greater number of leads. If you are a small business owner and you are not using slack you are missing out on a very powerful FREE tool that can change the dynamic of how your staff communicates with each other and interacts with leads. All that and more, but you have to listen to find out. So Click The Link Already.

Another week, another great episode of the Get Automated Podcast. This week for Episode 18 your favorite automation guru Kelsey Bratcher is joined by PicSnippets founder Corey Thomas. These guys are both veterans in regards to marketing automation and small business automation. Listening to them riff about automation solutions is like listening to a couple jazz legends having a jam session. You are not gonna want to miss downloading this weeks episode. Learn how PicSnippets can transform how you interact with your leads and clients. Get a peak behind the scenes how a of a couple of the automation industries brightest would approach several common hurdles that can be found in just about any business. What are you waiting for...start listening now.

Wow! This week's episode is amazing. Listening to it is guaranteed to change your life. Attorney Jonathan Tobin joins The Get Automated Podcast for Episode 17. Jonathan is the Owner of Counsel For Creators, which is a law practice built on automation. Kelsey Bratcher and Jonathan are two men cut from the same cloth and it shows as this episode is over 2 hours long. There are way too many hi-lights to even list. So do yourself a favor and download Episode 17 of The Get Automated Podcast NOW!. **Legal Disclaimer - Listening to this weeks episode is NOT guaranteed to change your life. Results may vary. Please consult a physician before beginning any automation program.

There are podcasts for just about every topic you can think of, but very few, if any, around the emerging area of business automation. Our guest, Kelsey Bratcher, saw this void as an opportunity and started the Get Automated podcast. On this episode, I speak with Kelsey about many different things surrounding software, automation, and efficiency. We discuss how we got started in automation; the differences between ProsperWorks CRM and InfusionSoft; the best tools available for automating your business; and how you, as a small business owner, can start automating your business right now. Make sure you have a notepad around because there are a lot of actionable tips in this episode!

Another great new episode of The Get Automated Podcast. Kelsey Bratcher is joined by Roxanne Oates for Episode 16  Roxanne is the owner of Roxanne Oates Consulting. She started a virtual assistant business that she quickly saw the need to adapt and transform that into an automation consulting business. In order to step up her game she also became an Infusionsoft Certified Partner. Join in with two real top professionals discussing the best methods for starting or improving your business's automation. Get insights for the best strategy and planning through to the quickest implementation and refinement of your automation goals.  Download this weeks episode to also learn several major quality of life hacks using GSuite with Zapier and get the lowdown on some of the best tools for running an online course or membership site.

Episode 15 heads north into the vast Canadian wilderness. Kelsey Bratcher has a great conversation with Jillian Littlejohn the owner of Sparkle Solutions. Jillian brings a unique perspective to the Get Automated Podcast.  She has be exposed to both sides of the automation equation. She worked in a small business adapting automation to solve day to day problems and now works with other small businesses to automate their day to day problems.  Automation allows Jillian to build her consulting business while traveling around the world and working 100% remote.  This weeks episode goes deep into leveraging the power of Zapier's web hooks by using a little known feature. Download Episode 15 and see how to shape your business so you to can have the time to travel the world while you grow your business.

Do you use your website to capture leads? Episode 14 focuses on what to do once someone comes to your site. Kelsey Bratcher is joined by Brad Smith who it the founder of AutomationLinks.com. They touch on email, text messages, online scheduling, and Kelsey then goes deep and teaches Brad how to hook up a live chat to Infusionsoft using Zapier. Brad points out why following up with existing leads is important. Powerful information and who knows you might just improve your conversion rate. But, you gotta download it to find out it this will work for you.

This week on the Get Automated Podcast, Kelsey Bratcher talks with UpLaunch Founder Matt Verlaque. Matt talks about the developer side of marketing automation and what his platform can offer people in the industry. Since Matt practices what he preaches there are a number of helpful gems scattered through out this episode.  Download and listen to episode "13" and maybe you will be lucky enough to uncover what you need to launch yourself towards your next goal.

Episode 12 goes international with a deep dive into the mind of Zapier heavy user  David Zisner. Who is the  owner of LeAndolini, a software and systems company that specialize in development of automation setups. Kelsey Bratcher interviews David about several different topics including, automation in other countries, webinars, Facebook chat bots, landing pages, and more.  Listen to this weeks episode to learn how to take your automation to the next level. Even if you don't have an automation in place there are several tips to get you off the ground.  Download Episode 12 of the Get Automated Podcast to find out how.

Episode 11 delivers on the message that time saved is equal to opportunity gained. Cliff Worley Co-Founder of BitBot.ai and Automate First drops in for an interesting discussion. Cliff shares his experiences working with Daymond John of "Shark Tank" and what operating at that level has taught him. Kelsey and Cliff also solve a major problem for the restaurant industry using automation. If you want to learn more then check out this weeks episode of the Get Automated Podcast with your host Kelsey Bratcher

In this episode we bring some style to the podcast. Kelsey Bratcher chats with Antonio Centeno of Real Men Real Style. They hit on time savings, travel, family, hardship, and health. This podcast episode is custom tailored to the small business that wants to grow.

Kelsey Bratcher chats with small business automation expert Alex Bass. Alex Bass is a ProsperWorks and Zapier expert who has done quite a bit of cool stuff. We discussed various topics ranging from workflow and data to some new cool tools Alex has been using.

Kelsey Bratcher interviews Maddy Martin from Smith.ai. Smith.ai is a virtual receptionist service that provides their customers with not only receptionist services, but also appointment booking and online requests. Maddy shares the benefits of outsourcing one of the most vital components to many small businesses.

Kelsey Bratcher interviews Chris Gaudreau from the Funnel Architects Network. Chris runs a popular Facebook group called "Funnel Architects Network that is dedicated to helping marketing agencies and professionals monetize the process of mapping funnels as a service. Chris shares his experience with online marketing, specifically focusing on diagraming and planning automation in funnels. Chris also shares secret processes that he uses in his agency to fulfill on funnel and funnel related services.

Kelsey Bratcher interviews Greg Jenkins founder of Monkeypod Marketing. Greg Jenkins is an Infusionsoft and small business automation expert. Greg shares his journey into the world of automation. Greg describes his fancy social media engagement process and more!

Kelsey Bratcher interviews Terrence Murtagh with Brand Overture and The Heavy Pedal. Terrence discusses outsourcing and leveraging humans to create automation in his businesses. Terrence shares his history and introduction into the world of small business automation through his career as a graphic and web designer. Find Terrence at:

In Episode 1 of the Get Automated Podcast, Kelsey Bratcher is interviewed by guest host Brandon "Brandon The Automator" Beemer. Since this is the first real episode of the podcast, the host Kelsey Bratcher is interviewed. Brandon and Kelsey discuss the concepts of time saving, organization, and efficiency related to implementing small business automation for the past 10 years. How new folks can dip their toe into automation by leveraging simple and easily available tools. Get Automated Newsletter at .

This episode is an introduction to the Get Automated Podcast. The host Kelsey Bratcher gives the who, what, why, and where of the Get Automated Podcast. The ideas, tools, and structure of how each episode will be done and when to expect new episodes. This podcast is about small business automation and how to use it for sales, marketing, and operations. Find out more by visiting https://getautomated.co

In this episode, Jim and Tyson interview Kelsey Bratcher, an Infusionsoft, Zappier and all around software guru. They will go over his career, his experience as an automation guru and the best ways to implement automation and systemazation in your business and in your law firm. Great take aways!   The sites: Zappier: https://zapier.com/ Infusionsoft: https://www.infusionsoft.com/ AutopilotHQ: https://autopilothq.com/   Kelsey is starting a podcast called “Get Automated”. It should be getting out in the next couple of weeks. We will let you know!   Hacking’s Hack: Twitter has opened up the number of characters that you can include in your tweets. From 140 to 280. With that they have also increased the number of characters you can use in your username. Maybe you can change your username to a more suitable one for your business. Up to 50 characters. It will show in all your tweets.   Kelsey’s Hack: A couple of books. https://fourhourworkweek.com/   https://www.amazon.com/Duct-Tape-Marketing-Revised-Updated/dp/1595554653   Tyson’s Tip: Slack, the paid version. It will make your life a lot easier with a lot of new functions. The hack within the hack: Make your virtual assistants single channel guests.   Thanks so much for listening to the show! If you want to know more about this and keep on maximizing your firm, please join our Facebook group: https://www.facebook.com/groups/403473303374386/ or like us on Facebook: https://www.facebook.com/MaximumLawyerPodcast/ and comment! You can also go to http://www.maximumlawyer.com/ or, if you’d prefer, email us at: info@maximumlawyer.com   Do you want to get on the show? Shoot us an email or message us!   The Maximum Lawyer Podcast. Partner up, and maximize your firm.