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Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
641: A Week In The Life Of A Profitable Contractor- Habits That Pay Off

Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services

Play Episode Listen Later Aug 15, 2025 12:36


This Podcast Is Episode 641, And It's About A Week In The Life Of A Profitable Contractor- Habits That Pay Off If you're a small construction business owner, you know what it feels like to be busy but not consistently profitable. You're running from job sites to supply runs to client meetings, answering calls at night, and still wondering where the money went at the end of the month. Here's the truth we see every day as construction bookkeeping specialists: The most successful contractors aren't just working harder—they've built weekly habits and systems that keep the business running while they build. In this post, we'll show you what a streamlined, systemized week looks like in a small construction business. Whether you're a solo contractor or leading a small crew, these routines can help you stay organized, improve your cash flow, and protect your profit. Why Weekly Habits Matter in Construction When you build consistency into your week, everything improves: You stop forgetting to invoice or follow up You get paid faster Jobs stay on schedule Clients feel informed (and complain less) You catch issues before they become emergencies The goal isn't to overload your week—it's to create a rhythm that keeps your business stable and growing, without requiring you to do everything at the last minute. Monday: Plan the Work, Work the Plan Morning – Weekly Kickoff Start your week with a short job planning session. Whether you're solo or managing a team, ask: What jobs are active this week? What phase is each job in? What materials, subs, or permits are needed? What deadlines are coming up? Use a whiteboard, spreadsheet, or project management tool (like Buildertrend or Trello). Assign daily goals to each job to ensure that nothing falls behind. Afternoon – Estimate & Lead Follow-Up Block off time to follow up on: New leads that came in over the weekend Outstanding estimates Questions from potential clients Even 30–60 minutes of focused follow-up keeps your pipeline warm and prevents "ghosted" leads. Pro tip: Utilize email templates for follow-ups and store lead information in a centralized location, such as a Google Sheet or CRM. Tuesday: Tidy the Books & Track Job Costs Morning – Track Labor & Materials Take 30–60 minutes to: Log hours worked so far (your crew's and yours) Review any receipts from the job site Match expenses to job names This provides a real-time view of how each job is performing against budget, enabling you to address issues before they escalate. Afternoon – Vendor Check-Ins Call or check with your suppliers: Confirm deliveries Handle any backorders Pay invoices on time (if possible to avoid late fees) Building good vendor relationships keeps your jobs on track and your business in good standing. Bookkeeper's tip: If you send us your receipts and labor updates every week, we can update the job cost reports and alert you if anything appears to be incorrect. Wednesday: Build and Communicate All Day – Focus on Production Mid-week is often when contractors are on-site all day. But don't go silent on your clients or back office. End of Day – Client Touchpoints Send a quick project update to each active client: What was completed today or this week? What's scheduled next? Are there any delays or updates they should be aware of? A 2-minute message can prevent hours of frustration or confusion. Systematize it: Use a weekly client update template or a shared project board where clients can check their progress. Thursday: Invoice, Collect, and Prepare for the Weekend Morning – Invoicing & Payments Every Thursday, review: What milestones were completed this week? What invoices should go out today? What payments are overdue? Send invoices promptly—don't wait until the end of the month. Progress billing maintains a healthy cash flow and reduces the risk of late payments. Afternoon – Financial Catch-Up Take another 30 minutes to: Send payment reminders Record payments received Pay subs (if applicable) Review your upcoming expenses Automation tip: Utilize QuickBooks, Joist, or another invoicing tool that automatically sends reminders. Friday: Review & Reflect Morning – Job Wrap-Up or Prep Use Friday mornings to: Finalize the week's job work Clean up job sites Prepare materials or tools for Monday Afternoon – Weekly Financial Review Block 30 minutes to review: Profit & Loss report Cash on hand vs upcoming bills Job profitability (are we still on budget?) Even a basic check-in provides insight into how your business is performing, not just how you perceive it's doing. What to ask your bookkeeper: Are we on budget for our active jobs? Did we hit our revenue and profit targets this week? Any unusual spending patterns? Weekend: Rest & Reset (Or Catch Up, Smartly) Use the weekend to rest—or if you need to catch up, keep it light: Review new lead inquiries Clean up receipts or paperwork Organize tools or truck inventory Try not to overload your Saturdays. You're running a business, not burning yourself out. Set boundaries: Let clients know you're unavailable on Sundays unless it's an emergency. Protect your peace. Recap: Weekly Rhythm for a Profitable Contractor Day Primary Focus Monday: Job planning & lead follow-up Tuesday: Job costs, receipts, vendor check-ins Wednesday: On-site work & client updates Thursday: Invoicing, collections, and financial review Friday: Job wrap-up, P&L check, planning Weekend: Light admin or complete rest This weekly flow doesn't have to be perfect. The point is to build structure into your week so you're not always reacting—you're leading. Why This Works When contractors follow a simple weekly routine: Jobs run smoother Clients are happier You get paid faster You make decisions based on facts, not gut feelings You work fewer nights and weekends You don't need to be a spreadsheet wizard or tech genius. You need systems that fit your workflow and a few key habits to stay consistent. And if you need help setting that up, that's where I come in. Need Help Building a Weekly System That Works? As construction bookkeeping specialists, we help small contractors: Automate financial tasks Track job costs easily Set up smart invoicing and reminders Build habits that protect profit Let's chat and streamline your week, so you can get back to building what you love. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and serves as the Web Administrator of Fast Easy Accounting, located in Lynnwood, WA. She holds a Bachelor's Degree in Psychology and is a Certified Internet Web Professional, with certifications in Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools, including HubSpot, Teachable, Shopify, and WordPress.

Dental A Team w/ Kiera Dent and Dr. Mark Costes
Avoid These Delegation Pitfalls

Dental A Team w/ Kiera Dent and Dr. Mark Costes

Play Episode Listen Later Aug 14, 2025 24:08


Re-releasing a DAT listener favorite! The Dental A-Team is seeing a lot of burnout across practices we visit, so Kiera's here to offer tips about delegating. Just because you can do a bunch of tasks doesn't mean you should. Kiera provides DAT insight on the best/easiest way to delegate, how to fill the time you've delegated out, and what the delegator and delegatee should absolutely not do. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:05) Hey everyone, welcome to the Dental A Team podcast. I'm your host, Kiera Dent, and I had this crazy idea that maybe I could combine a doctor and a team member's perspective, because let's face it, dentistry can be a challenging profession with those two perspectives. I've been a dental assistant, treatment coordinator, scheduler, pillar, office manager, regional manager, practice owner, and I have a team of traveling consultants where we have traveled to over 165 different offices coaching teams. Yep, we don't just understand you, we are you.   Our mission is to positively impact the world of dental. And I believe that this podcast is the greatest way I can help elevate teams, grow VIP experiences, reduce stress, and create A-Teams. Welcome to the Dental A Team Podcast.   Dental A Team listeners, this is Kiera and you guys I hope today is a great day for you. I am car casting today I am headed down to see my parents for a little bit today and Decided you guys know me when I drive between that Nevada, California state line I love to podcast if you have not heard about the time I was headed to my little sister's graduation and I was Car casting with a microphone. They have an agriculture check   point and go take a listen to that one. If you don't know which one that is, email us Hello@TheDentalATeam.com guys. just want to say a massive, massive, massive thank you to all of you who have been stepping up, taken on our review challenge and honestly leaving us reviews. I've seen you guys posting on our Google reviews to help deadly team. Get the word out. You've also been posting on Apple, Spotify, YouTube. I have been seeing those and I just want to say thank you. Shout out today. I saw Annie.   had posted and gave us a massive five star review and Annie, thank you. There's so many of you that have been listening in. Brooke Birdie saw your review as well on iTunes. And I just want to say guys, number one, it feeds my ego. So thank you. I am a words of affirmation girl. So that definitely is the best way to give back to me and make me feel like a million bucks. That's number one. So if you really want to make my day, please leave us a review and just tell us how great we are. I would love that. And number two,   Thank you guys for helping us help more practices. We have actually been seeing an upward trend on our podcast downloads. That is kudos to you guys. ⁓ Massive, massive, massive boosts on our downloads. And I just want to say thank you to all of you for doing that, because this is helping us help more practices. You know, when I started working at the dental college, the dean asked me why I wanted to take on this position. And I said, you know, I want to find a way to positively impact the world of dentistry in the greatest way possible. That's honestly why we   I did my job at the college and then that's also why I decided to ⁓ take on and work with the consulting company. And then that's why we started the podcast. So you guys, the only way for us to reach every dentist in the world is by you guys helping spread this. I think that that's the way we'll be able to positively impact the world of dentistry in the greatest way possible. So guys, keep hitting those downloads, keep leaving us review, keep sharing these.   When I see you guys on social media platforms where you're sharing our podcasts with people, it's been so helpful. So thank you guys for taking that on. So today's topic is how to delegate. I know I've chatted about this a few other times, but it's just been coming up more and more. And I know a lot of offices are struggling. I'm seeing more and more burnout amongst team members and owners. And so I thought that this would be a very applicable topic for you guys today. So basically number one, when it comes to delegating,   We've got to look to see what is the reason for delegating? Are we trying to find more time for ourselves so that way we can be more balanced? Are we trying to grow team members into another position? Or are we just trying to ensure that all team members are being utilized throughout the day? Maybe you have another reason you want to delegate, but oftentimes I find that the number one reason we don't delegate is because we're concerned about losing our place in our job.   and the value that we're bringing to the practice. When in actuality, I think it's let's get people into their zone of geniuses so we can work more effectively and consistently together. So for me, I think one of the best and easiest ways to delegate is for everybody just to do a brain dump on the tasks that they're doing day in and day out. Now the reason I like a brain dump rather than a time journaling is because oftentimes those things that we put on a brain dump are going to be the things that we can actually think about.   that are for for for front of our mind. So those things tend to be the ones that are consuming the most of our time. There might be other things on there that we don't think about, so you can always add back to this list. But what I really love to do is I love to brain dump all the information and then after I brain dump, I go back through, you guys know if you don't know, my favorite color is pink, and I go back through with a pink highlighter and I literally look at all the tasks that only Kiera can do. A lot of times the tasks that I'm doing are not things that only I can do.   Or if they are only things I can do, I might need to train. So for example, I used to be the only person who could podcast on our team. So we decided, Hey, the consultants actually have a lot of great information that they could be sharing. And it doesn't necessarily have to just be Kiera. So we decided to start training the consultants to see could the consultants ever podcast if something were to ever happen to me. And the answer is yes, I trained them about the microphones. I taught them how to podcast. taught them how to do cadences, but I realized.   That was something that only Kyra could do before, but you guys, I am looking to try and have a baby. We've been talking about this forever, but guys, don't worry. I'm a walking bag of, I feel, lethal hormones right now. We are starting the process of IVF and ⁓ if you haven't done it, that's great. Congratulations. If you have gone through it, please send me help because I literally feel like a lethal bag of walking hormones and don't even know how to control myself right now. It's like one minute I'll be fine. The next minute I'm bawling my eyes out. And I heard even after you have babies,   this doesn't go away. I don't, I don't quite know what to do. But the bottom line is our team had to be able to start delegating things to our other team members that they could do just as well, if not better than me. But that also came up with, I had to realize I needed to start training. So delegating, we've got to look at like, what's our ultimate goal. So for me, my ultimate goal was I wanted to ensure that Dental A Team could continue to grow, bless people's lives, positively impact the world of dentistry in the greatest way possible. And for me,   to also be able to be a mom. So in order for those two things to happen, I had to start delegating and utilizing it. I realized I don't delegate that much. I like to swoop in and save the day because I think I can do it faster and better. Well, the answer is yes, I theoretically can, but that doesn't mean I should. Okay, I'm going to say that again. Well, yes, I theoretically can do everything potentially faster and better. That doesn't mean I should because what that does is that actually means that I'm a one man team.   rather than a multiple person team. So I want to have all of the people on my team working super well. And I want to ensure that they're all able to do the task. And it's not just me. So I would say that you guys are going to be able to start looking for your why of why you want to delegate. So once you have figured out your why as to why you want to delegate and the plan,   Then we go through, like I said, and you highlight all the tasks that are actually tasks that only you can do. Like I said, some of those tasks that only you could do, maybe if you trained, you could actually get those tasks passed off your plate. But I really like you guys to ensure that you know exactly why you want these tasks to be completed, why you want to delegate. I think having a strong why helps you realize that that's what you're actually going to do rather than it just being a wish that you're hoping one day will come true.   Like I said, I'm not a great delegator and I realized that because I like to swoop in, save the day, make everything better and theoretically I can do it better, faster. However, I can't ever grow the company. I can only grow as big as I can grow. So realizing that sometimes delegation also will be an avenue for growth for your practice is one of the best pieces of advice I could ever give any of you. So realizing that when you delegate, you allow other people to blossom and shine, you allow yourself to blossom and shine and grow to a larger scale.   Now I will say some people I watch them delegate and then they get lazy. They will pass all their tasks to other people. They'll grow everybody else, but then they forget to grow themselves. So when you delegate off of your tasks, say if you're an office manager and you get a front office lead and then you get a clinical lead, well, sometimes you as an office manager, no longer know what you should do. This is where you start diving deep in the areas. Maybe you don't know. Let's talk about the business aspect. What are the financials of your practice? What about overhead? Do you know how to adjust that?   You're going to start thinking like a business owner. Also go to your dentist and figure out what's on their plate. Have them brain dump and look to see what tasks you can take off immediately and what tasks you need to learn and grow into. So making sure as you delegate, you don't get lazy. You don't pass too many things there. Also before you delegate, I want to make sure that you've built an admin time into your schedule. So doctor time, you can have that as CEO time. You can have it as admin time. You can have it as golden time. I don't care what the heck you call this time, but it's set block time every single week in your schedule.   Oftentimes the practices all notice that they'll want to hire somebody else before they put in this admin time. I chatting with a front office team. Typically we like to have one front office team member per doctor, unless it's a solo doctor, then I for sure want two front office people just so we avoid any temptation of embezzlement or fraud or anything of that nature. So what happens is a lot of times people feel like they need to get more people upfront, but they don't realize you can delegate tasks that would actually make the patient experience better. For example,   chairside treatment plans on an iPad, taking fluoride payments in the hygiene operatories that make it so much faster and easier for every single person in the practice. What about tasks like insurance verification? That might take a long time and it might actually be cheaper to outsource that. So looking at that, but also before we even consider that, I want to see, you actually doing ⁓ that admin time every single week?   And if you're not, that might be a critical place to start before we even start delegating. Because a lot of times, a lot of those projects that we want to delegate, if we just had one or two hours in a week where it was dedicated, not interrupted time, we could actually crank a lot of those things out and be super hyper productive. So for me, I have a business focused time. I have a three hour block every Wednesday from 7 a.m. to 10 p.m. My team knows, do not even think about scheduling something there. Don't do it. It's not good for you or for the business.   So that is my blocked golden time and I work on big project items. So for me specifically, I work on, I'm looking to bring in a different position in our company and I'm mapping that out, talking to mentors, figuring it out, writing job descriptions for it. Other things like I'm not going to use that time to podcast. As much as I love to podcast, I have that built into my schedule in another place. I'm not going to use that time to answer my emails. Instead, I'm going to use that time to work on high level.   most productive projects. For some dentists, that's where you might be designing cases. So getting all that ortho completed or designing those cosmetic cases that you know you need to get completed. That's where we're going to be able to have a much more successful and productive schedule if you actually block that time. For office managers, this time might be where you actually go through your one-on-one employee check-ins. It also might be where you work on maybe sign development or looking at all the KPIs.   and figuring out what KPIs need to be adjusted, doing a deep dive on the numbers. For billers, this is the time where you call on those collection calls. You work on your AR, that's the deeper projects, the ones that have to have a ton of time dedicated to solving them and figuring them out to get them paid. That's where we utilize this time. For our scheduling team, this is the time when you call all those unscheduled re-care calls. Same thing for treatment coordinators. We call those unscheduled treatment lists.   Just think of every person did this. ⁓ I forgot the clinical team. Let me give the clinical teams some ideas. Don't want to let you guys feel left out. So for our clinical team, we might want to give them some block time to maybe get those crowns or those ortho cases done. This might be the time that our team actually orders for the practice. It could be the time ⁓ for a lead hygienist. This might be the time that you create like the perio protocols or review the numbers on your hygiene, on your hygienist and see.   How is their fluoride ratio? How are their perio numbers? This is the time when you'll deep dive in there. It's not the time we dedicate for sharpening scalars. This is the time where we literally are maximizing and doing those high level projects that will move the practice forward. Hey, Dental A Team listeners. You guys have heard the early bird gets the worm, right? What does that even mean? Well, it means that the early bird is the person who maximizes on benefits.   optimizes their practice and they take advantage of great deals. So guys, right now, this week, last chance to save on Dental A Team's virtual team summit. It's all about optimization and execution with an emphasis on full team. And then Saturday is all about leadership. So guys, don't miss out. You know, you're going to come. So you might as well pop on over to TheDentalATeam.com snag those early bird tickets, because once they're gone, they're gone and you'll be paying more for the same event. So head on over to TheDentalATeam.com.   Snag your early bird virtual summit for April 22nd and 23rd, and I'll see you there. So again, before we ever delegate, I want you to make sure you have that time built in. After that, I want you to figure out why you want to delegate. What's the bigger purpose as to why you want to delegate these tasks. Then what we do is we come up with a game plan of, fantastic. This is what we are going to delegate. This is how we're going to delegate. This is why we're going to delegate.   then we actually have to delegate. Okay? So we have to delegate guys. That's part of the game. That's what we have to do. Now people get really nervous to delegate because why? We don't want to what? Dump on somebody else and make their life stressful. Well guess what? They might already be doing half of what you're doing and if it just was their project, you might make their life a lot less stressful. Let's just pivot that a little bit. Also, we might be able to do things like, ⁓ we might be able to find efficiencies.   I will tell you if I give Shelby a project that I've been working on for quite a while, Shelby is way more efficient and organized and structured than I am. And so she usually can come up with a better way of doing it than I can. That's going to create ease and efficiency for our entire team. So when we go to delegate, we can check in with people, ask how much time and say, hey, here's the list of items. First and foremost, you can have a team meeting and be like, here are all the items up for grabs. Who wants to own this section? Now.   I say to team members who are being delegated to one of the number one ways for you to lose confidence in your practice, the person who's delegating to you is by not following through. If you say, yeah, I'll take that on, but then you never actually do it, I do not want to delegate to you again. I lost trust. So when people do this, I'm going to say you've got to own it with integrity. So if I say, yes, I'm going to take this on, I don't care how I've got to remember it. I don't care how I need to figure it out.   my job because I committed, I'm going to own this process. I'm going to own the fact that I need to do this because I committed to it and I own my word. It's not accountability. You don't your office manager following up like, okay, Kara, I know you said you take on ordering. Did you get it done? The answer is yes, the office manager should still do that. But me as a person who took this on, I need to have an attitude of ownership in my practice where I don't need somebody to come follow up with me.   check in because I know when I say I'm going to do something, I will fall through a hundred percent. So team members, leaders, everybody listening, check yourself. Are you a person who actually owns your word, takes ownership of the things that you commit to doing with your job, with your personal life, all those areas. Do you actually take ownership of it? Do you take ownership of your health? Do you take ownership of your happiness? Do you take ownership of your financial wellbeing? Do you take ownership of the schedule if you're a scheduler?   Do take ownership of making sure every doctor hits goal every single freaking day if you're a treatment coordinator? Do you take ownership as an office manager that you will continually hit a minimum of a 10 % growth rate every single year and make sure that your team is super happy and content? As a doctor, do you take ownership that you are going to produce and increase your clinical skills so you can be the best provider that there ever was? As a hygienist, do you own that you should be producing 3.3 times   or 3.5 times your pay or 3.0, I don't care guys, choose your number and stick with it. There's a million of them. Minimum three, maximum 3.5 and less your fee for service. Then I for sure, for sure, for sure, for sure want you to be producing at least 4.5 times your pay. Okay? Do you take ownership that it's your job, not the scheduler's job to ensure you're hitting your production every single day, that you're mixing your schedule, that you're maximizing, that you're getting a 98 % reappointment percentage?   Assistance, do you own the fact that you should not be getting up in a procedure to go get something because you didn't set up your operatory? Do you own your job? Do you own that you should be looking for same day treatment you can add on because you look at their treatment plans. You don't just robotically do what's on the schedule. You actually proactively look for things and own that as your job. Okay, so if you're not there, let's start there. That way when people come to you to delegate to you, you know that you can count on yourself to.   own whatever is coming to you to delegate. So then once we delegate, we pass it off. We have to make sure we've got clear expectations of when we want people to follow back up with us. So for example, I passed a task to Shelby. I wanted to find out a report on our consultants. That was something guys that was on my to-do list for about nine months. Yes, nine months and I did not complete it. So I decided this is something that is not just a Cura only task.   Shelby is probably much faster and could probably get this done faster for me. So what do I do? I pass it to Shelby. I asked her, Hey, this is what I need done. What do you need help with me? I gave her all the resources and tools so she could actually execute on it very well. And then I asked her, okay, what will you need from me? ⁓ she told me, and then we said, what date could you get this completed by? Shelby had to methodically think about, Hmm, this is going to take me a while. I have a lot of tasks on me. I think Kiera, I could get this done by the end of Q1.   does that work for you? So that means March 31st. And I said, totally no problem. We put it in, we have a task organizer. We utilize a CRM. So it's kind of like your guys's Dentrix open dental. And it's where all of our clients are housed. Plus it's where all of our tasks are housed. So we have it there. Shelby and I put the deadline on there. And then when she gets it done, she checks it off. If you guys don't have a task manager or things that these projects, I would suggest you get one. For practices, I've seen the software Asana or Trello.   or Google Docs all work really, really well when we're assigning out a bunch of projects and needing to have deadlines on them. So those would be the ones. Some offices love Basecamp, other offices love monday.com. For me, Asana is probably your easiest, fastest one to set into place. Or a simple task manager, ⁓ Google Docs is honestly going to be your easiest one. And then just make sure you review it every week and check it off. We noticed with our team, we were delegating. Our team was taking ownership of it.   However, we didn't have a consistent follow-up process. And I would say that's the next piece of delegation that oftentimes fails in a practice is we don't follow back up. So for us, we just said it as Friday morning at our morning huddle. We pull up the task sheet and we pull up our Asana board. And we go through every single task that should be done and everything headed up for the next week to make sure our team stays responsible and they don't forget. And we have a consistent follow-up process. So that way it's not sitting here thinking, well, I'm sure Shelby will do it.   We actually have a set process in our company where we follow up every single week. That was because we realized we were passing out tasks. Our team was doing a great job. But then we all kind of would get sidetracked and forget what we had committed to doing. And we need to have a place where we could have everybody aligned. So those are some of the key pitfalls that I see with delegation. Those are some of the solutions that I've seen work well. But at the end of the day, we can sit here, we can talk about it, we can create solutions, all these different things.   But what really is the number one piece is actually doing it and then following up. Those are the two most paramount pieces with delegation. I will say having a strong why is going to make you delegate faster and more consistently than just talking about it until I decided, Hey, I'm getting pregnant. Hopefully fingers crossed. I didn't really see the need to delegate. Yes, I did for my own mental sanity, but until I had that why.   And other times when I've opened up a second practice, instantly I've got a strong why that I need to delegate these tasks so that way all the information can come back to me as a regional manager and I'm not having to micromanage or check in all the time with my team. Guys, there is a different between micromanaging and checking in. Checking in, keeping track of all the projects is not micromanaging, period. Micromanaging is where it comes sit over your shoulder and tell you how to do your job. That's micromanaging.   but checking in with you to ensure that you're actually doing your projects, that's just called running a business. That's called running a team. That's making sure all the team is growing in the same direction and the team knows the set expectations. So guys, try delegation. I see it happening. You can make your team work so much more effectively and efficiently. So I suggest, one, get a list of all the things that could be delegated. Two, let's pass it out to the team and ask people who can own it. Three, let's make sure we have a set time of where we can actually follow up as an office.   and ensure all projects and tasks are being completed and done. And four, create a culture of ownership where when we say we'll take something on, we own it, we don't drop the ball. I want to sing this song to you guys like, we own it. You can go look it up. I didn't do it justice and I'm not going to sing karaoke for you guys. However, get your team to own it, delegate, rise everybody up, make sure that you guys don't have a set process for it and realize how much more effectively your team can operate when all of us are working together.   growing the company in the way that's best for the company to grow. All right, guys, as always, so much love to you. Thank you for being a Dental A Team listener. I super appreciate it, guys. So thanks for listening, and I'll catch you next time on the Dental A Team podcast.   that wraps it up for another episode of the Dental A Team Podcast. Thank you so much for listening and we'll talk to you next time.  

Develpreneur: Become a Better Developer and Entrepreneur
Revisiting “Done” in Agile: Why a Clear Definition Matters More Than You Think

Develpreneur: Become a Better Developer and Entrepreneur

Play Episode Listen Later Aug 14, 2025 25:41


In this episode of Building Better Developers with AI, Rob Broadhead and Michael Meloche revisit their earlier discussion on defining ‘done' in Agile – how to stay on Track and Avoid Scope Creep. They explain why “done” must mean more than “I finished coding,” and they show how a shared Definition of Done (DoD) keeps teams aligned and projects on schedule. What Does “Done” Really Mean? In Agile, “Done” extends beyond writing code. It often includes: Passing unit and integration tests Receiving QA approval Deploying to staging or production Updating documentation Securing acceptance sign-off Without a clear, documented DoD, each team member may interpret “done” differently. As a result, projects risk rework, delays, and frustration. “If we ask, ‘Is it done?' we should get a clear yes or no—no ‘sort of' or ‘almost.'” – Rob Broadhead Why Ambiguity Leads to Trouble Michael points out a common problem: a developer finishes their code, marks the ticket as done, and passes it to QA—only for testers to find gaps in the requirements. A login screen ticket might say “Allow users to log in with username and password.” But does that mean: Username is case-insensitive? Special characters are allowed? Do error messages display on failure? If these details aren't defined, both the developer and tester may interpret “done” differently, leading to frustration on all sides. The Link Between “Done” and Scope Creep Rob and Michael agree: unclear definitions open the door to scope creep. Without a firm DoD, features get stuck in an endless loop of revisions: Developers feel QA keeps moving the goalposts. QA feels developers aren't meeting the requirements. Clients think the delivered feature isn't what they expected. Over time, this erodes trust and pushes delivery dates further into the future. Lessons from the Field Michael contrasts two scenarios from his career that highlight the power of a strong Definition of Done. Before an acquisition, his team worked with a crystal-clear DoD. Every ticket had precise requirements, clear acceptance criteria, and well-defined testing steps. As a result, tasks finished on time, testing followed a predictable pattern, and rework was rare. The team knew exactly when work met the agreed standards, and stakeholders trusted that “done” truly meant done. After the acquisition, the situation changed dramatically. Tickets became vague and massive in scope, often resembling open-ended “make it work” directives. Multiple teams modified the same code simultaneously, resulting in merge conflicts, inconsistent results, and unpredictable delivery schedules. Without a clear DoD, developers, testers, and stakeholders all had different ideas of what completion looked like, and work frequently circled back for revisions. The difference between the two environments came down to one factor: a clear and enforceable Definition of done. In the first scenario, it acted as a shared contract for quality and completion. In the second, the lack of it created confusion, wasted effort, and missed deadlines. Building a Strong Definition of Done The hosts outline key components every DoD should include: Code complete and reviewed – Ensures quality and shared understanding. Automated tests passing – Reduces regressions. Documentation updated – Prevents future confusion. Deployment verified – Proves it works in the target environment. Acceptance criteria signed off – Confirms alignment with the original requirements. Pro Tip: Keep your tests fresh—don't just update them to pass without meeting the real requirement. Who Owns the DoD? One person doesn't own the DoD—it's a team responsibility. Product owners, Scrum Masters, and developers should collaborate to create and update it, reviewing it regularly to adapt to evolving project needs. Making “Done” Part of the Process Once defined, your DoD should be visible and integrated into your workflow: Add it to user stories during sprint planning. Track it in tools like Jira, Trello, or GitHub. Use workflow stages that match your DoD steps—coding, testing, review, deployment, and sign-off. Michael emphasizes that personal accountability matters just as much as team accountability. Great developers hold themselves to the DoD without needing reminders. Your Challenge: Define “Done” This Week If your team doesn't have a documented Definition of Done—or if it's been more than three months since you reviewed it—set aside time this week to: Write down your current DoD. Identify where ambiguity still exists. Get agreement from the entire team. Update your workflow so that every ticket must meet the DoD before it is closed. This single step can prevent months of wasted effort and ensure your work delivers exactly what's intended. The Bigger Picture A well-defined DoD is more than a checklist—it's your guardrail against wasted effort and shifting goals. It ensures the final product matches what the client truly needs, not just what was coded. Your Definition of Done is your “why” for each task—it keeps your work focused, aligned, and valuable. Stay Connected: Join the Developreneur Community We invite you to join our community and share your coding journey with us. Whether you're a seasoned developer or just starting, there's always room to learn and grow together. Contact us at info@develpreneur.com with your questions, feedback, or suggestions for future episodes. Together, let's continue exploring the exciting world of software development. Additional Resources Getting It Right: How Effective Requirements Gathering Leads to Successful Software Projects The Importance of Properly Defining Requirements Changing Requirements – Welcome Them For Competitive Advantage Creating Use Cases and Gathering Requirements The Developer Journey Videos – With Bonus Content Building Better Developers With AI Podcast Videos – With Bonus Content

The Floral Hustle
10 Ways to Grow Your Floral Business in Just 20 Minutes a Day

The Floral Hustle

Play Episode Listen Later Aug 13, 2025 26:08


Think you need huge blocks of time to make big progress in your floral business? Think again! In this episode, I'm sharing 10 practical, actionable things you can do in short bursts — just 20 minutes — that will move the needle in your business, even on your busiest weeks.Whether you're juggling weddings, a day job, kids, or farm chores (

The Driven Woman
The ADHD-friendly Business Plan You'll Actually Use

The Driven Woman

Play Episode Listen Later Aug 12, 2025 24:09 Transcription Available


If you've ever felt overwhelmed, boxed in, or just plain bored by traditional business plans as a small business owner with ADHD, this episode is for you! Host Diann Wingert is here to reimagine business planning in a way that's actually ADHD-friendly—lean, flexible, visual, and, most importantly, useful. Whether you're new to entrepreneurship or tired of winging it and hitting hidden roadblocks, Diann guides you through a business planning approach that celebrates how the ADHD brain works best. Get ready to create a plan you'll actually want to use!Episode highlights: The Big Lie:Your ADHD brain thinks planning cramps your style—but done right, the opposite is true. Planning can be the external structure that fuels freedom, creativity, and calm in your business. The trick? Ignore the boring templates and create a plan tailored to how your brain truly operates.Why Traditional Business Plans Don't Work for ADHD Brains:The pitfalls of rigid, lengthy plans and how they trigger resistance and procrastination.Why our tendency to wing it isn't always as productive (or painless) as it feels.The Hidden Costs of ‘Winging It':Missed opportunitiesWasted energyUnfinished projects.Introducing the ADHD-Friendly Minimal Business Plan Framework:Four simple pillars (instead of 40 pages)North Star: Your “why,” distilled for everyday decisions.Revenue Reality Check: Getting real with three simple numbers.Zone of Genius: Maximizing what energizes you and minimizing the rest.Next Three Moves: Concrete, short-term steps—no five-year forecasts here!Making Your Business Plan Visual & Flexible:Why a one-page, visual dashboard beats a document you'll never open again.Tools and formats—Trello, Canva, voice-to-text, and more—that play to ADHD strengths.Get it Done (Without Overwhelm) with The Sprint Method25 minutes a day, one pillar at a time, over four days.Walk away when the timer rings—even mid-sentence.No giant blocks of time, no perfectionism, no overwhelm.Homework:Take 25 minutes this week and pick ONE pillar to focus on—whichever feels easiest or most fun. (Money anxiety? Start with your North Star instead!) Next week, another pillar. Within a month, you've got an ADHD-friendly business plan that you will actually use! Share your ADHD-friendly business plan with Diann Email: diann@diannwingertcoaching.com LinkedIn: https://www.linkedin.com/in/diannwingertcoaching/SpeakPipe voice messaging: https://www.speakpipe.com/AskDiannAnythingAbout the Host:Diann Wingert (she/her) is a former psychotherapist turned business strategist with a passion for supporting neurodivergent entrepreneurs. With real-world experience as both a clinician and a business owner—and her signature no-BS, motivational style—Diann specializes in helping business owners find strategies and systems to balance their passion and purpose, with profit, and avoid burnout in the process. Be sure to subscribe/follow so you don't miss future episodes full of practical, ADHD-friendly business advice!© 2025 ADHD-ish Podcast. Intro music by Ishan Dincer / Melody Loops / Outro music by Vladimir

Payrollin': Growing a Payroll Business That Matters
What Is the Easiest Way to Build an App Without a Developer? Watch It Done With AI

Payrollin': Growing a Payroll Business That Matters

Play Episode Listen Later Aug 9, 2025 27:21


Have an app idea but don't know how to code? In this episode of Payrollin', Matt Vaadi walks through how to build a real, working app in under 30 minutes using only AI tools like ChatGPT, Replit, and WhisperFlow. No coding experience needed.Learn how vibe coding works, how to prompt ChatGPT to build inside Replit, and how this AI-powered stack can replace tools like Trello, your CRM, or your client onboarding workflow.Whether you're a founder looking to automate tasks or a small business owner wanting to bring an idea to life, this episode offers practical tips, live examples, and honest insight into what works and what doesn't when building apps with AI.Featured tools: ChatGPT Replit WhisperFlow Claude AI Zapier Mailgun PandaDoc Trello

Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
640: How To Build Systems That Support Your Construction Business

Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services

Play Episode Listen Later Aug 8, 2025 12:57


This Podcast Is Episode 640, And It's About How To Build Systems That Support Your Construction Business Turning the 3 Pillars—Marketing, Accounting, and Production—Into Repeatable Routines(without adding more work) You've done the hard part—you're running a construction business, getting jobs, and turning out quality work. Perhaps you've even begun to refine your marketing, job costing, and project delivery strategies, thanks to the three pillars we've discussed: Attracting the Right Jobs, Controlling the Money, and Delivering Projects Profitably. But here's the next step that will take your business from reactive to reliable, from "just getting by" to scaling sustainably: You need systems. Not paperwork piles. Not more apps. Just smart, repeatable steps that make your business more efficient—even if you're still a one-person show. As construction bookkeeping specialists, we help contractors every day who are great at swinging hammers but are overwhelmed by admin. This post will show you how to build simple systems around your existing workflow, so you can run your business more smoothly, make better decisions, and free up your time. What Is a "System" Anyway? A system is simply a repeatable process that occurs consistently without requiring you to reinvent the wheel each time. It could be: A checklist An automation A template A recurring habit Or a combination of all of the above The goal is predictability—so your business can function smoothly whether you're at a job site or taking a day off (yes, that's allowed!). Why Small Construction Businesses Need Systems You might be thinking, "I'm not a big company—I don't need systems." But the truth is, you need them even more. Why? Because without systems: Every invoice is different Every client interaction takes extra effort You forgot to track your hours or materials You lose receipts or miss billing for change orders You're constantly reacting instead of planning The right systems save you time, reduce stress, and increase your profitability. And they don't have to be complicated. System #1: A Simple Lead-to-Job Process The Problem: You get an inquiry, scribble notes on paper, forget to follow up, or lose track of what was discussed. Sound familiar? The System: Create a basic lead intake form (Google Form, CRM tool, or paper checklist) Pre-qualify leads with a few standard questions: Project type, location, timeline, budget Save all client information in one place (e.g., Google Sheet, Notion, Trello). Use a standard estimate template so every quote includes: Scope Pricing Timeline Payment terms Send a welcome email template after a job is accepted (include next steps, policies, and what to expect) Bookkeeper's Tip: Keeping track of leads and estimates helps you compare projected vs. actual profits, so you can learn which jobs are truly worth your time. System #2: A Weekly Money Routine The Problem: You're too busy to check the books, so you don't know if you're making or losing money until tax time. The System: Set aside 30–60 minutes each week to review your finances: Reconcile transactions (or send to your bookkeeper) Check outstanding invoices Follow up on late payments Log hours worked and materials used (by job) Review your cash flow forecast for the next two weeks Even if you outsource the bookkeeping, your weekly check-in keeps you in control. Make it part of your Friday routine, just like packing up your tools. Bookkeeper's Tip: We can set up automated reports to send you a cash flow summary, job costing update, or overdue invoice list via email each week—no extra work on your end. System #3: Job Costing and Change Order Tracking The Problem: You think you're making money on jobs, but in the end, you can't say for sure, and you might've given away work for free. The System: Use a spreadsheet or job costing software (like QuickBooks Projects or Buildertrend) Track: Labor (hours × rate) Materials (receipts, delivery invoices) Subcontractors Permits, rentals, and other direct costs Add a simple change order log to each job file Description, date, price, status (pending/approved) Get approval before starting extra work   Bookkeeper's Tip: When you track jobs this way, we can help you compare estimated vs. actual costs and margins—so your future quotes get sharper and more profitable. System #4: Project Timeline & Client Communication The Problem: Clients get anxious when they don't hear from you, and scope creep happens when there's no clear plan. The System: Break each project into 3–5 major phases (demo, framing, finish work, etc.) Assign rough start/end dates Use a whiteboard, app, or calendar to stay on track Send weekly updates to clients (template email or quick text summary) "Here's what we completed this week… Here's what's next…" Bookkeeper's Tip: When jobs stay on schedule, you're more likely to invoice on time and get paid faster, which improves your cash flow. System #5: Receipts, Invoices, and Tax Readiness The Problem: You have a shoebox full of receipts and scramble to find documents when tax season rolls around. The System: Use a digital system like Dext, Hubdoc, or even a shared Dropbox folder Snap photos of receipts as you go—tag them with the project name Save estimates, signed contracts, and change orders in organized folders Send invoices promptly at milestones (use progress billing templates) Review reports monthly with your bookkeeper (Profit & Loss, Job Profitability, etc.) Bookkeeper's Tip: With clean books and digital records, tax time is painless—and you'll never miss a deduction. The Myth of "More Work" The biggest myth about systems is that they add more to your plate. In reality, they save you time and stress by preventing confusion, wasted effort, and missed revenue. Stop rewriting the same emails Stop digging for info buried in texts Stop guessing at prices or costs Stop forgetting to bill for work you did With systems in place, your business becomes predictable, profitable, and easier to manage—even as you grow. Ready to Systemize Your Construction Business? You don't have to figure this all out on your own. As construction bookkeeping specialists, we help small contractors establish and maintain systems that align with their workflow. Whether it's: Automating job costing Simplifying invoicing Organizing digital receipts Reviewing job margins Or building custom templates We'll help you take the guesswork out of your money—and give you back control of your time. Let's identify one or two areas in your business where a system could save you hours (and dollars) every week. You build homes. We'll help you build the business behind them. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and serves as the Web Administrator of Fast Easy Accounting, located in Lynnwood, WA. She holds a Bachelor's Degree in Psychology and is a Certified Internet Web Professional, with certifications in Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools, including HubSpot, Teachable, Shopify, and WordPress.

Optimal Relationships Daily
2685: Tips for Transitioning Children from Summer to School by Cara Harvey of A Purpose Driven Mom on Parenting Advice

Optimal Relationships Daily

Play Episode Listen Later Aug 7, 2025 8:19


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2685: Cara Harvey offers a practical and empowering guide to help moms transition smoothly from the carefree days of summer into the structure of the school year. Learn how to reset routines, manage time without overwhelm, and create a flexible plan that supports both your kids and your own goals. Read along with the original article(s) here: https://apurposedrivenmom.com/transition-summer-to-school/ Quotes to ponder: "Take a few minutes to look at what's currently on your plate and see if there's anything that you can remove." "Back-to-school time means that routines and structure are coming back in, so this is a great time to reset your rhythms." "Make sure you also build in space in your week for rest and margin." Episode references: Trello: https://trello.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Marketing Over Coffee Marketing Podcast
What's In Your Project Management Toolbox?

Marketing Over Coffee Marketing Podcast

Play Episode Listen Later Aug 7, 2025


In this Marketing Over Coffee: Katie Robbert returns to talk Project Management, Software Development Lifecycle, Wednesday, and more! Direct Link to File Project Management, The List: Asana, JIRA, Monday, Trello, MS Project, Wrike, Basecamp, Airtable, Excel Project management vs. Task Management Project management vs. Digital Asset Management vs. Community Building Applying Software Development Lifecycle Practices […] The post What’s In Your Project Management Toolbox? appeared first on Marketing Over Coffee Marketing Podcast.

Stitched for Success with Monica Allen
263 - THROWBACK: The Overlooked Business Standard Every Entrepreneur Needs

Stitched for Success with Monica Allen

Play Episode Listen Later Aug 7, 2025 12:37


In this throwback episode, Monica gets real about one of the least glamorous, yet most powerful tools for building a business that lasts: Standard Operating Procedures. Whether you're a one-person show or leading a team, documenting your processes might be the difference between staying stuck and scaling smart. Monica shares her own journey from handwritten scripts to training software, and how SOPs became the backbone of her company's growth.This episode is for anyone who's tired of repeating themselves, wasting time, or feeling like no one else can do the job “right.” Spoiler: they can... if you show them how.What you will learn in this episode:How to create simple SOPs that save you time and moneyHow to make training new employees easier and more consistentHow to use tools like Google Docs, Trello, and Trainual for documentationHow to avoid common mistakes that hurt productivity and qualityHow to prepare your business for growth — even if you're solo right nowTune in now and take the first step toward building a business that runs smoothly — with or without you.Listen, subscribe, and leave a review to support the show and join a growing community of entrepreneurs like you!Episode Sponsor -  Zeus' Closet Helpful Entrepreneurial Resources from Become Your Own BossHelpful Entrepreneurial Resources from Become Your Own Boss⁠Monica FREE ebook⁠Get your⁠ Become Your Own Boss Planner⁠Get the 30 point checklist for building a clothing brand at www.zeuscloset.com/checklistWays to reach Monica:Instagram: @becomeyourownbosspodcastEmail: monica@monicaallen.com

Climb Your Mountain
How to create more free time and space in your life

Climb Your Mountain

Play Episode Listen Later Aug 7, 2025 31:06


Time-starved. That was me.Every morning, I'd make my to-do list. And by the end of the day, it would be LONGER, not shorter.All day long, I raced from task to task — and then from my home office to my mom's assisted living to the run club happy hour.If — heaven forbid — I was bored for a minute, I took it as an invitation to dive into my Trello project backlog. (Which was extensive.)I was constantly in motion. But never quite getting anywhere. Stuck at the same weight, run splits, drinks per week, business earnings, etc.And honestly, starting to look like a shipwrecked castaway because I couldn't even find the time to get a haircut

The Property Management Podcast with That Property Mum
The Must Have Digital Toolbox to Automate and Streamline Your Growth With Kylie Walker

The Property Management Podcast with That Property Mum

Play Episode Listen Later Aug 6, 2025 11:19


In this episode of the Property Management Podcast, I dive into how digital tools can completely transform the way property management businesses run. If you're feeling bogged down by the daily grind and wishing for a little more time to focus on growing your business, you're in the right place. I share the digital tools I rely on to automate tasks like email marketing, social media scheduling, and content creation, all designed to free up time and reduce the stress of constant manual work. Technology doesn't have to be overwhelming – it's all about working smarter, not harder.I talk through the importance of streamlining workflows and staying organized with tools like calendar management systems and CRM platforms. The best part? These tools don't just help you stay on top of things, but they can also improve client relationships, which is crucial when you're managing multiple properties or dealing with clients who expect nothing less than excellence. You'll hear about how these systems help me keep everything ticking along smoothly, giving me the space to focus on the bigger picture, like building stronger relationships and scaling the business.I hope you'll be inspired to incorporate more technology into your day-to-day operations. Automating repetitive tasks is a game-changer, and with the right systems in place, you can reduce stress and create a business that not only survives but thrives. So, if you're ready to take your property management game to the next level, don't miss this episode – it's time to embrace the power of technology! "With the right tools, you can save time, reduce stress, and become more efficient in your day-to-day operations." - Kylie WalkerWe explore:Best digital tools for automating property management businessesEmail marketing automation tools (e.g., Mailchimp, ConvertKit)Social media planning and scheduling tools (e.g., Hootsuite, Buffer)Content creation and design tools (e.g., Canva)Video editing tools for real estate content (e.g., CapCut, InShot)Calendar scheduling tools (e.g., Calendly)Task and workflow management tools (e.g., Trello, Asana, Notion)Customer relationship management (CRM) systems (e.g., Vault, HubSpot)Importance of streamlining marketing efforts and client communicationsStrategies for enhancing efficiency and productivity in real estate operationsConnect with Done For You ServicesDone For You Services - https://dfys.com.au/Find out about our Done For You Social Media Management - https://dfys.mykajabi.com/done-for-you-smFind out about our Done for You Lead Generation - https://dfys.mykajabi.com/done-for-you-lead-generationConnect with Done For You Services: https://www.instagram.com/doneforyouservices_/Kylie's ResourcesProperty Management Growth School: https://courses.thatpropertymum.com.au/TPM-BDMSchoolDigital Marketing School: https://courses.thatpropertymum.com.au/digitalschoolThat Property Mum Courses:

Syntax - Tasty Web Development Treats
925: Scott & CJ's Fave Productivity Apps & Web Apps

Syntax - Tasty Web Development Treats

Play Episode Listen Later Aug 4, 2025 51:42


Scott and CJ go full productivity nerd, swapping notes on their favorite web apps for writing, coding, planning, and more. From terminals to to-do lists to dumb phones, it's a deep dive into the tools powering their workflows. Show Notes 00:00 Welcome to Syntax! 00:35 Brought to you by Sentry.io. 01:56 Text to speech or speech to text. 02:20 Superwhisper. 08:29 Kiro. 16:16 CJ's current editor preference. 17:59 Finding the right editor. 18:47 Terminals. 20:22 Ghostty. 24:16 Note-taking. 26:32 Obsidian. 30:24 Logseq. 31:03 Todo lists. 31:08 Tweek.so 34:42 Trello. 37:25 Notion Calendar. 38:55 Email. 43:21 FairEmail. 43:43 Dumb phones. 45:10 Olauncher 47:39 Audio Bookshelf. Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

Comme un poisson dans l'eau
Série d'été 3 - J'étais pas cette personne : suis-je un imposteur ?

Comme un poisson dans l'eau

Play Episode Listen Later Jul 30, 2025 12:54


Ravi Sagar
Atlassian Updates - Teams with sites, Bitbucket Workspace, Rovo prompt, Outlook and Trello

Ravi Sagar

Play Episode Listen Later Jul 28, 2025 12:51


Time to go through some of the recent updates from the @atlassian ecosystem #Teamswithsites, #BitbucketWorkspace, #Rovoprompt, #OutlookTrellohttps://www.ravisagar.in/videos/atlassian-updates-teams-sites-bitbucket-workspace-rovo-prompt-outlook-and-trello

Lean Built: Manufacturing Freedom
Red Tag Everything | Lean Built - Manufacturing Freedom E104

Lean Built: Manufacturing Freedom

Play Episode Listen Later Jul 21, 2025 35:00


Jay and Andrew dig into the difference between organization and orderliness, unpack how simply arranging clutter isn't true organization, and how failing to eliminate what's unnecessary leads to inefficiency, wasted time, and blocked flow.From red-tagging unused bandsaws to preserving museum-worthy prototypes, the conversation explores the emotional and practical side of decluttering. Jay shares a maintenance wake-up call involving a long-forgotten gearbox and walks through how proactive systems (like Trello and SOPs) can prevent downtime disasters. Then the duo touch on their favorite tools, ranging from $20 Japanese nippers to precision CMMs.You can get those amazing Fujiya pliers Andrew mentioned here and here.

Real Estate Excellence
Bella Taazieh: All Things Real Estate AI

Real Estate Excellence

Play Episode Listen Later Jul 18, 2025 78:52


What if your smartest, most efficient business partner was already on your laptop — and free? In this episode of the Real Estate Excellence Podcast, Tracy Hayes dives deep with with 24-year-old trailblazer Bella Taazieh — a rising force in Northeast Florida real estate who's harnessing AI to build a modern, personal, and wildly productive business. Bella unpacks how she's blending ChatGPT, Gamma, Notebook LM, and more to save hours, close deals faster, and create lead-gen systems that work for her — even while she's at the beach. From building her own GPT assistant to turning transcripts into podcasts and sending weekly AI-generated “Deals of the Week,” Bella's strategies are not just innovative — they're replicable. She breaks down how even the busiest solo agent can reclaim time and scale their impact by letting AI carry the heavy lift. Whether you're tech-curious or AI-obsessed, this is the blueprint episode you've been waiting for. If you're a realtor stuck in the hustle and grind, it's time to future-proof your business! Subscribe now, share this episode with your team, and follow Bella for game-changing content. Want Bella's GPT tools? DM her now on Instagram @bellataazieh and unlock your AI-powered future!   Highlights: 00:00 – 07:58 Bella's AI Philosophy & Client-Centered Automation Why AI isn't impersonal—it's powerful Helping more clients without losing personal touch Fear vs. opportunity: why agents must adapt Hiring AI without payroll Examples of AI replacing team roles 10:11–21:16 ChatGPT as Your Smartest Assistant Bella's “Who Am I” project: feeding ChatGPT her story Letting AI learn your tone, habits, and goals Using ChatGPT for negotiations and emotional intelligence AI-generated bios for branding Using AI like a personal coach or mentor 21:17–33:15 Building Lead Funnels: 250 Leads with Zero Ads Creating the “Deals of the Week” email funnel Turning weekly listings into relationship-building touchpoints Mass emails that feel personal Workshop results: leads within 11 minutes Why simple formatting and real-time data beat Canva graphics 33:16–45:00 Custom GPTs & Gamma AI for Seller Presentations What a custom GPT is and why you need one Bella's Control+Me GPT and its four powerful commands How she created presentations in 5 minutes with Gamma AI Real-world example of winning a listing on short notice Beat experienced agents using speed + AI insights 45:01–57:45 Notebook LM & The AI Podcast Hack What is Notebook LM and how to use it Turning training sessions into listenable podcasts AI-generated conversation between two fake hosts Training your team with AI audio content Brainstorming business models from knowledge conversion 57:46–01:09:35 Automating as a Solo Agent: Scaling with Systems Using Trello + Zapier + ChatGPT for email workflows Email funnels that feel personal but are fully automated Creating daily motivation prompts from AI Monday GPT: the brutal but honest motivator Why AI saves time, energy, and sanity 1:09:36–01:18:51Branding, Follow-Up & Where Agents Waste Time Branding is not your logo—it's your legacy Using AI to stay top-of-mind with leads weekly Automating touchpoints without sounding generic Following up with 200+ leads in 5 minutes Top two AI strategies every agent should implement now   Quotes:  “Every single one of my clients feels loved—because I use AI to give them more of me, not less.” – Bella Taazieh  “I created a GPT called Control+Me. It's my assistant, strategist, and motivator all in one.” – Bella Taazieh  “I built a Deals of the Week system that gave me 250 leads, 5 consultations, and didn't cost me a dime.” – Bella Taazieh  “AI isn't here to replace agents—it's here to empower the ones who are willing to lead.” – Bella Taazieh   To contact Bella Taazieh, learn more about her business, and make her a part of your network, make sure to follow her on her Instagram.   Connect with Bella Taazieh! Instagram: https://instagram.com/bellataaziehrealtor   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateAI #BellaTaazieh #ChatGPTForRealtors #ControlPlusMe #AIRealtor #DealsOfTheWeek #LeadGenerationTips #RealEstateInnovation #AIWorkflows #SoloAgentSuccess #RealtorMarketing #DigitalRealEstate #AIProductivity #NotebookLM #GammaAI #CustomGPT #RealEstateBranding #ModernRealtor #AutomatedSystems #TimeSavingTools

Digital Insights
Equip Others with the Right UX Tools

Digital Insights

Play Episode Listen Later Jul 17, 2025 5:22


By now, we've talked a lot about moving from being an implementer to someone who empowers others. You've started offering supportive services and built out a design system to help teams move faster. But if we're serious about scaling UX across an organization, we need to go even further.We need to make sure people have access to the right tools.Because even with a design system, your colleagues won't be able to do much UX work unless they have the means to run surveys, test ideas, analyze user behavior, or check accessibility. And if they're left to figure that out on their own, they'll waste time, pick poor tools, or give up altogether.Why a UX Tool Suite MattersIf you want your colleagues to take on more UX tasks themselves, you can't just leave them to it. You have to make it easy.Providing a pre-approved, easy-to-access set of tools helps in several ways:Saves time: No more researching dozens of survey platforms or testing toolsEnsures quality: You know the tools work and produce reliable resultsMakes training easier: Everyone is using the same toolset, so onboarding is simplerImproves collaboration: Results are more consistent, making it easier to share and interpret findingsYou're not just giving people tools. You're removing friction. And that makes adoption of UX practices far more likely.What Tools Should You Include?There's no single "perfect" toolkit. What works for one team may not work for another. But in general, you'll want to support the following areas:User ResearchSurveys, polls, and feedback tools. Things like Typeform, Google Forms, or UserTesting for more in-depth work.Data VisualizationTools to create personas, journey maps, or visualize research insights. Miro, UXPressia, or Figma's FigJam are good options here.Usability TestingRemote or in-person tools like Lookback, Maze, or even moderated sessions using Zoom and screen sharing.PrototypingFigma is the go-to for many teams, but simpler tools like Balsamiq might be better for beginners. Adobe XD or Axure offer more advanced options. Pick what fits your team's needs and existing skills.AnalyticsHeatmaps and behavior tracking via tools like Microsoft Clarity, Hotjar, or Google Analytics.AccessibilityBasic checks can be done with free tools like Axe DevTools, WAVE, or Siteimprove.It doesn't matter whether you go with an all-in-one platform or mix-and-match a few niche tools. The important thing is that the tools are:Easy to learnAlready availableApproved through procurementClearly documented, ideally with how-to guides or short trainingMake It Easy to Say "Yes"The best way to roll out a toolkit is to make it dead simple for people to start using it. That might mean:A Notion page listing your approved tools, with links and login infoA 15-minute intro video explaining what each tool doesTemplates for common tasks (like a usability testing plan or survey structure)Short drop-in training sessions to help people get startedWhen you lower the activation energy, you increase adoption. It's that simple.You're Not Just Providing Tools. You're Shaping BehaviorThis isn't just about giving people tools. It's about shaping a new culture.By equipping others, you're embedding UX into their daily practice. You're helping them build good habits. And you're removing one more excuse for not putting users first.It's one of the clearest ways to expand your influence without burning out.Outie's AsideIf you run a freelance practice or agency, this applies just as much to you. But in your case, your "colleagues" are your clients.Most clients want to do the right thing. They just don't know how. By giving them a simple toolkit, you make it easier for them to run with your ideas even after the project is done.Here's what that could look like:Provide a shortlist of free or low-cost research tools they can use between engagementsCreate a reusable testing script they can adaptOffer a client dashboard (Notion, Trello, or similar) that links to helpful resourcesRecord a short Loom video showing them how to run a simple usability testThat small investment makes you more valuable and deepens the relationship. It shows you're thinking long-term. Not just about the deliverables, but about their ongoing success.Curating a suite of UX tools might seem like a small step, but it can have a huge impact. When you remove the guesswork and make it easy for people to do good UX work, you unlock progress across the whole organization.It's one more way you move from being the person who does UX to the person who enables it.In the next lesson, we'll look at creating a preferred supplier list - another essential resource that helps your colleagues stay on track, even when you're not in the room.

The Jira Life
Rob Hean on Atlassian Training, TEAM '25 & Balancing Work + Content Creation

The Jira Life

Play Episode Listen Later Jul 12, 2025 65:12


Join us for an insightful conversation with Robert (Rob) Hean — a creator, Atlassian expert, and passionate advocate for growth in the ecosystem. In this episode, we dive into: Rob's journey creating content in the Atlassian ecosystem  How to balance a full-time job, life, and building a personal brand  Behind-the-scenes insights from TEAM '25 — Atlassian's flagship event  The evolving landscape of Atlassian training and certifications  Tips for new creators and power users in Jira, Confluence, and beyondIf you're using Jira, Confluence, Trello, or any Atlassian tools — or if you're building your presence as a creator or admin in the space — this episode is packed with value. Whether you're an Atlassian admin, power user, or just Atlassian-curious, Rob's story will inspire you to scale your voice and impact.Thank you to Revyz for backing us up and making The Jira Life possible. https://www.revyz.io/The Jira Life=====================================Having trouble keeping up with when we are live? Sign up for our Atlassian Community Group!https://ace.atlassian.com/the-jira-life/Or Follow us on LinkedIn!https://www.linkedin.com/company/the-jira-life/Become a member on YouTube to get access to perks:https://www.youtube.com/@thejiralife/joinHosts:- Alex "Dr. Jira" Ortiz https://www.linkedin.com/in/alexortiz89/ https://www.youtube.com/@ApetechTechTutorials- Rodney "The Jira Guy" Nissen https://www.linkedin.com/in/rgnissen/ https://thejiraguy.com - Sarah Wright https://www.linkedin.com/in/satwright/ Producer:- "King Bob" Robert Wen https://www.linkedin.com/in/robert-wen-csm-spc6-a552051/Executive Producer: - Lina OrtizMusic provided by Monstercat:=====================================Intro: Nitro Fun - Cheat Codeshttps://www.youtube.com/c/monstercatOutro: Fractal - Atriumhttps://www.youtube.com/c/monstercatinstinct

SEO Is Not That Hard
Best of : How to have great ideas

SEO Is Not That Hard

Play Episode Listen Later Jul 9, 2025 7:12 Transcription Available


Send us a textStruggling to find that perfect business idea? You might be overlooking a remarkably simple solution. In this insightful episode, I share my battle-tested approach to generating winning ideas that has powered multiple successful ventures.The breakthrough moment came when I realized we're all constantly having ideas—most of them forgettable, some potentially transformative—but without a system to capture them, they vanish into thin air. My journey began with nothing more sophisticated than a Moleskine notebook where I recorded every business concept, website opportunity, and content inspiration that crossed my mind. Each received its own page with a brief headline, supporting details, and date. The front pages became an organized index of possibilities.Though hundreds of ideas accumulated, most weren't viable due to skill, resource, or time constraints. But within this collection, patterns emerged. Certain concepts kept drawing me back, demanding further development. These became the foundation for my current websites and income streams—including KeywordsPeopleUse, which now serves thousands of daily users. The very podcast you're listening to began as a simple notation, an idea preserved rather than forgotten.This approach has evolved with my business. Now we use Trello boards where team members collaborate, comment, and help identify the most promising concepts. But the fundamental principle remains unchanged: record everything without immediate judgment.Ready to unlock your own breakthrough ideas? Start recording every thought today—using whatever system works for you—and watch as the truly valuable concepts naturally rise to the surface. Subscribe to the podcast for more practical SEO and business strategies, and visit KeywordsPeopleUse.com to try our tools free today.SEO Is Not That Hard is hosted by Edd Dawson and brought to you by KeywordsPeopleUse.com Help feed the algorithm and leave a review at ratethispodcast.com/seo You can get your free copy of my 101 Quick SEO Tips at: https://seotips.edddawson.com/101-quick-seo-tipsTo get a personal no-obligation demo of how KeywordsPeopleUse could help you boost your SEO and get a 7 day FREE trial of our Standard Plan book a demo with me nowSee Edd's personal site at edddawson.comAsk me a question and get on the show Click here to record a questionFind Edd on Linkedin, Bluesky & TwitterFind KeywordsPeopleUse on Twitter @kwds_ppl_use"Werq" Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 4.0 Licensehttp://creativecommons.org/licenses/by/4.0/

Your Marketing Department
Why Every Entrepreneur Needs a Project Management Tool

Your Marketing Department

Play Episode Listen Later Jul 9, 2025 25:21


If you're still juggling tasks with sticky notes, scattered emails, or a basic to-do list app, you're likely losing time, money, and opportunities. This episode breaks down why every entrepreneur—whether solo or scaling—needs a real project management system. Learn how tools like ClickUp, Trello, Asana, and Airtable can streamline your workflow, improve team communication, and help you reclaim hours each week. Discover how to choose the right platform based on your business model and growth stage, and how to implement features like time tracking, automations, and client collaboration without the overwhelm. This isn't about adding another tool—it's about removing chaos and setting your business up for sustainable, scalable success. Read the full article for more information: https://unscrewedmarketing.com/why-every-entrepreneur-needs-a-project-management-tool/ Hashtags: #ProjectManagement #EntrepreneurTools #BusinessEfficiency #WorkflowAutomation #TeamProductivity

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co
IAM2521 - Media Coach Passionate About Helping Women and Leaders Define Their Brands

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co

Play Episode Listen Later Jul 8, 2025 12:54


Rasheedah Thomas is the principal and co-founder of RC Communications, a Washington, D.C. based strategic communications firm specializing in media coaching, branding, crisis communication, and public affairs.   Rasheedah brings over a decade of experience helping organizations, from local governments and nonprofits to international leaders, refine their messaging and navigate complex public narratives.   She is especially passionate about supporting women leaders and entrepreneurs in building authentic, impactful brands.    Rasheedah is also a sought-after media commentator on U.S. and global issues, a proud native of South Carolina, and an alumna of Howard University.   Rasheedah highlights how RC Communications stands out through its hands-on, high-touch approach with clients ranging from municipal governments and nonprofits to international heads of state.   She emphasizes the importance of media coaching rooted in real-world experience, the power of self-care for sustainability as a business owner, and the lesson that “comparison is the thief of joy.”   She also discusses using project management tools like Trello and prioritizing self-care to avoid burnout.   Website: RC Communications  LinkedIn: Rasheedah Thomas   Previous Episode: iam311-media-coach-passionate-about-helping-women-and-leaders-define-their-brands   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

The Way of The Wolf
237: Why Projects Fail

The Way of The Wolf

Play Episode Listen Later Jul 8, 2025 9:11


Podcast Show Notes – Episode 237 | 07.07.2025 Episode Title: Why Projects Fail   Episode Summary Introduction:  Starting a project is easy, but achieving proper project closure is where true success lies. Effective project planning and project status updates are crucial for keeping your team aligned and on track. Use these business tips and never underestimate the value of solid project management.   Key Moments 0:00 - Introduction to project management challenges 2:27 - Starting and consolidating project management efforts 4:45 - Issues in small and medium-sized businesses with project completion 5:52 - Ownership, accountability, and key focus areas for success 7:13 - The significance of project completion in brand and reputation building   Key Takeaways Prioritizing project completion over starting new initiatives is crucial for driving meaningful progress and achieving organizational goals. Utilizing project management tools like Trello or Asana can streamline task tracking and accountability, ensuring everyone is aligned and aware of their responsibilities. Building a reputation for finishing projects can significantly enhance your brand and open up further opportunities for growth and success.   Host: Sean Barnes Website: https://www.wsssolutions.com/ https://www.seanbarnes.com LinkedIn: https://www.linkedin.com/in/seanbarnes/ https://www.linkedin.com/company/wsssolutions/ https://www.linkedin.com/company/thewayofthewolf/ LinkedIn Newsletter: https://www.linkedin.com/newsletters/7284600567593684993/

Goals DO Come True with Doug Bennett
Why intention Is More Effective Than Traditional Goal Setting with Paul Davis

Goals DO Come True with Doug Bennett

Play Episode Listen Later Jul 8, 2025 49:44


Doug interviews Paul Davis, a business growth consultant and author of "Genius Unlocked." Paul shares his methodology for finding life purpose, challenging popular concepts like ‘start with why' and passion based approaches. He explains his four-element framework and advocates using intentions instead of goals and shares stories about achieving targets through rewards like biplane wing walks. The conversation covers why conventional advice about purpose may be flawed and how to align with your true mission in life. KEY TAKEAWAYS • Use intentions instead of goals, intentions create stronger commitment and act as a contract with yourself and the universe beyond the usual goal setting. • Your true purpose is set from birth and never changes, though it develops and evolves throughout your lifetime. • Passions are temporary and the word means to suffer. Focus on what provides lasting fulfilment through your core drivers. • Universe operates a three-stage warning system: Gentle nudges (feathers), then setbacks (bricks), finally major disruptions (trucks) guide you toward your purpose. • Four elements define your genius, inspiration (divine guidance), quest (life mission), drivers (fulfilment sources), and role (natural archetype) work together. • Avoid planning the "how" and instead set clear intentions but let inspiration and opportunities guide your path rather than forcing detailed plans. • People make decisions based on personal benefit, not company purpose or brand mission statements which is why the ‘start with why' philosophy is so flawed. • Track both current and completed intentions. Use systems like Trello to monitor progress and maintain motivation through visible achievement records. BEST MOMENTS "Every single human being will only do something when they perceive that there's more benefits than drawbacks to themselves." "Your quest is not enjoyable. Believe me, your quest is not enjoyable, but that's your mission to achieve." "The feather are those gentle nudges that you get from the unconscious and everybody gets them... That's your unconscious.” ABOUT THE GUEST Paul Davis, a renowned business growth consultant and intuitive personal advisor helping entrepreneurs build a better business, a better life and a better world. https://davisbusinessconsultants.com/ https://www.linkedin.com/in/pauldavisdublin/ https://davisbusinessconsultants.com/book-shop/ VALUABLE RESOURCES Website: http://dougbennett.co.uk/ Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug/ Twitter: https://twitter.com/FinancialDoug Facebook Wealth Tribe: https://join.dougbennett.co.uk/ Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is now live and available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is now live and available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business/ Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening.

I Love Mortgage Brokering
659: The Mortgage Broker Who Built His Own AI Tools - Richard de Chevigny

I Love Mortgage Brokering

Play Episode Listen Later Jul 7, 2025 33:45 Transcription Available


What if the smartest way to grow your mortgage business isn't hiring more people—but building better tools and better habits? In this episode, I talk with Richard De Chevigny—a mortgage broker who built his own AI-powered systems to automate follow-ups, generate content, and show clients smarter mortgage comparisons. But this isn't just a tech story. Richard also shares his personal transformation—from burnout, divorce, and job-hopping to building a life and business with clarity, resilience, and impact. Whether you're struggling with time, tech, or mental bandwidth, this conversation shows what's possible when you take ownership and build intentionally. We'll cover: Custom Mortgage Tools That Sell – How Richard built his own calculator to help clients compare total cost, not just rate. Automated Follow-Up Systems – How AI agents help him trigger timely check-ins and uncover new savings opportunities. AI-Driven Content That Converts – His workflow using ChatGPT and Trello to batch, repurpose, and schedule content. Mindset + Systems = Freedom – Why becoming “bulletproof” means working on both your backend and your belief system. How to Start Small with AI – Richard's advice for brokers who feel behind but want to take their first step into automation. You don't need to hire a huge team to scale. You need systems that work for you—and the discipline to keep showing up and building. Richard's story proves both are possible. To connect with Richard, check out the links below: Instagram Facebook LinkedIn https://www.richardd.ca/   Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell.  To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca.

Law Subscribed
(132) SOPs: How to Run a Law Firm in 2025

Law Subscribed

Play Episode Listen Later Jul 4, 2025 32:46


In the seventeenth episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss the importance of standard operating procedures (SOPs) for running a law firm in 2025, particularly for solo practitioners. They acknowledge the challenges and resistance to creating SOPs, but emphasize their role in streamlining operations and enabling automation. They explore various tech tools that can assist in documenting and automating SOPs, such as Trello, Asana, Scribe, and Perplexity AI. Mathew shares specific examples of SOPs from his practice, including client intake and refund processes, while Lauren highlights the value of writing down procedures to identify automation opportunities. The conversation underscores the need for efficient systems to manage both client work and business operations, ultimately supporting a balanced work-life approach.__________________________Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Check out my other show, the Law for Kids Podcast.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Want to use the subscription model for your law firm? Sign up for the Subscription Seminar waitlist at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscriptionseminar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

Real Happy Mom
[264] “I'm Not a Routine Person” ... Why That's Not the Real Problem

Real Happy Mom

Play Episode Listen Later Jul 1, 2025 13:42 Transcription Available


Send us a textEver feel like you're just not a "routines person"? Before you blame yourself, listen in. In this episode of the Real Happy Mom Podcast, we're breaking down five reasons why your routines aren't sticking—and none of them have to do with your motivation or willpower. If you've ever tried someone else's perfect system and felt like a failure, this is your reminder: it's not you, it's the routine.What You'll Learn:Why most routines are built for ideal conditions (and what to do instead).How to build a routine that fits your energy, season, and lifestyle.Why flexibility—not perfection—is the secret to consistency.3 Takeaways:Make It Fit Real Life: Routines built on someone else's perfect day won't survive real-life interruptions. Yours should bend with your season, not break at the first challenge.Keep It Simple + Flexible: Small, repeatable routines—like a 10-minute tidy or 3-step morning reset—are more effective than rigid, overwhelming systems.You're Not the Problem—The System Might Be: You don't need more discipline—you need tools that support you, not stress you out. A Trello board or 3 go-to dinners might be your real secret weapon.Links & Resources Mentioned:

Real Happy Mom
[263] Love Wins: Navigating Conflict with Your Child

Real Happy Mom

Play Episode Listen Later Jun 24, 2025 23:01 Transcription Available


Send us a textThis month on the Real Happy Mom Podcast, we're doing something special! I'm sharing some of the most powerful moments from the 2025 Let's Get More Time Virtual Summit—so if you missed it (or just need a mid-year reset), you're in for a treat.In each episode, you'll hear from expert speakers who share simple, practical ways to help you take back your time, build routines that actually work, and finally feel like you're not always playing catch-up.Want the full experience? You can grab the Let's Get More Time 2025 Recordings PLUS two powerhouse bonuses:

Grow A Small Business Podcast
From Solo PR Consultant to Leading a 36-Person Global Team: Julia Linehan Shares How She Scaled The Digital Voice 6x, Doubled Profits, Embraced Remote Work Early & Built a Business Where People Always Come Before Profits. (Episode 687 - Julia Linehan)

Grow A Small Business Podcast

Play Episode Listen Later Jun 24, 2025 51:29


In this episode of Grow a Small Business, host Troy Trewin interviews Julia Linehan, founder of The Digital Voice, a UK-based PR and marketing agency specializing in ad tech and martech. Julia shares her journey from a solo consultant to leading a remote team of 36, including 28 full-time equivalents. Over the past six years, she has grown the agency's revenue sixfold and doubled profits, driven by her people-first approach. Julia discusses the challenges of letting go, the power of consistent company culture, and the value of tools like Trello and Slack. She also highlights the importance of work-life balance and strong client relationships in building a sustainable, scalable business. Other Resources: When should a growing small business have a Board of Directors or Advisors? Get a return from an effective Chairperson of a Board An easy way to measure if your customers love you in 21 minutes – use the Net Promoter Score (NPS). And it's FREE. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Julia Linehan, the hardest thing in growing a small business is managing stress. She explains that without effectively handling stress, it can quickly become overwhelming and negatively impact both the individual and the business. She also highlights cash flow management as a significant challenge, noting the delicate balance required between growth, maintaining profitability, and ensuring financial stability. What's your favorite business book that has helped you the most? Julia Linehan's favorite business books that have helped her the most are "Big Impact Without Burnout" by Bianca Best and "Radical Candor" by Kim Scott. She also recommends "The One Minute Manager" and "Monkey Management" for their practical insights on leadership and team communication. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Julia Linehan recommends several valuable podcasts and online learning resources for small business growth, including her agency's own shows Off Record On Point and Legends of Adtech. She also highlights podcasts by Tamara Littleton and Paul Gubbins with Wayne Blodwell for insights into the ad tech and marketing industries. For ongoing learning, she suggests platforms like Skillshare and Coursera and encourages dedicating regular time, such as a weekly “Boost Your Power Hour,” to continuous professional development. What tool or resource would you recommend to grow a small business? Julia Linehan recommends using the right tools to support remote collaboration and project management when growing a small business. Her top picks are Trello, for organizing tasks and workflows with transparency, and Slack, for maintaining strong team communication and connection. She emphasizes that investing in effective software tailored to your business needs is essential for sustainable growth. What advice would you give yourself on day one of starting out in business? Julia Linehan's advice to herself on day one of starting out in business would be to be present, enjoy the journey, and smile through it. She believes that the more you enjoy what you're doing, the more others around you will too, creating a positive ripple effect in both team culture and client relationships. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: People over profits—invest in your team, and the returns will follow – Julia Linehan Let go, trust your team, and watch them fly – Julia Linehan You don't need to chase every opportunity – protect your culture first – Julia Linehan      

An Intentional Life with Tina Tower
289: 10 ways to stop procrastinating and get. it. done.

An Intentional Life with Tina Tower

Play Episode Listen Later Jun 24, 2025 29:20


In this solo episode, Tina Tower dives deep into the real-world strategies she uses to conquer procrastination, stay motivated, and take unstoppable action in her business and life. Tina offers 10 actionable techniques that are practical and proven, highlighting that success often comes down to consistent action—even when the feeling isn't there. Whether you're building a course, growing a digital business, or just trying to stay on track with your goals, this episode is packed with tangible tips to help you get out of your head, stop overthinking, and actually get things DONE. Key Topics Covered: Break Big Tasks Down: Tackle overwhelm by breaking large projects into bite-sized, actionable chunks. Use project management tools like Monday.com to list the small steps and work through them one at a time for a confidence boost. Pomodoro Timer Technique: Focus in short, timed sprints for 25 minutes followed by a 5-minute break. This helps train your brain to focus, especially if you struggle with attention or frequently get distracted. Block Distractions: Use apps like Freedom or Opal to block social media, emails, and other time-sapping distractions so you can stay laser-focused on the task at hand. Stay Organized with Project Management: Tools like Monday.com, Asana, ClickUp, and Trello can systemize your workflow, help you brain dump ideas, and prioritize work so you know exactly what to focus on. Set Clear Work Windows: Time block your day and give yourself realistic, defined periods to work. Setting boundaries (like strict start and end times or sprinting to deadlines) builds urgency and momentum. Just Start—for 10 Minutes: Commit to working on tough tasks for just 10 minutes. Action often creates motivation; once you get started, you're more likely to find your flow and keep going. Reward Yourself: Celebrate milestones, even small ones! Whether it's a treat, a walk, or a bigger reward after a big project, pairing achievements with positive rewards builds self-trust and motivation. Done is Better Than Perfect: Don't let perfectionism become procrastination. Aim for excellence, but know when 80-90% is good enough to launch—improvements can come later! Visualize Success: Imagine your project, launch, or event completed successfully. Visualization transforms overwhelm into clarity and gives you an emotional boost to follow through. Celebrate Your Wins: Mark every achievement, no matter the size. Regularly acknowledging your wins (publicly or privately) keeps you energized and builds confidence. Tina reminds listeners that procrastination is normal and doesn't mean you're lazy or broken—you may just need better systems or clearer motivation. She encourages you to try any (or all!) of these strategies today. Don't let procrastination hold you back from building your dream business and life. The world needs what you have to offer!   Links & Resources: Monday.com Pomodoro Timer (free software) Freedom App Opal App   Where to find Tina: Her Empire Builder: https://www.herempirebuilder.com/ Instagram: https://www.instagram.com/tina_tower/ YouTube: https://www.youtube.com/@herempirebuilder

Hustle Humbly
307: What to Do When Real Estate Gets Hard

Hustle Humbly

Play Episode Listen Later Jun 23, 2025 47:35


Beginner's luck was real—but it's not forever. If you got into real estate during the pandemic boom years, chances are you saw fast wins and easy closings and you might've thought, “Wow, this job is amazing!” But now, things feel different. Harder. Slower. And maybe you're wondering… “Do I even have what it takes?” In this episode, we're having an honest, sometimes tough-love chat about what it really takes to make it in real estate today. We're sharing our own early career stories: what worked, what didn't, and why survival back then looks a lot like what it takes now. We're talking about the shift from pandemic market momentum to today's unpredictable reality and why so many agents are feeling lost, confused, and ready to walk away. If you're in that spot, we want to help you find clarity (not just blind motivation). We cover: The hard truth about beginner's luck What it means to truly commit to a real estate business Why some agents succeed and others don't How to know if it's time to quit—or double down Real questions to audit your situation honestly The shift from “I want to” to “I need to make this work” Why having a backup plan can actually hurt your chances This episode is for you if: You're thinking about leaving the business (but feel guilty or unsure) You're wondering if this slump is just temporary or a sign You want to stop spinning your wheels and start working a real plan This one might sting a little—but we promise it's full of encouragement, clarity, and direction too. Consider this your wake-up call and pep talk rolled into one.    

Optimal Business Daily
1727: 6 Common Sense Time Management And Productivity Tips Anyone Can Use by Carl Pullein

Optimal Business Daily

Play Episode Listen Later Jun 23, 2025 10:30


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1727: Carl Pullein shares six straightforward yet powerful tips to help anyone regain control over their time and boost productivity. With a focus on practicality, his strategies encourage small shifts in daily habits that create long-term impact, making productivity more accessible and less overwhelming. Read along with the original article(s) here: https://www.carlpullein.com/blog/6-common-sense-time-management-and-productivity-tips-anyone-can-use/27/11/2019 Quotes to ponder: "One of the most effective ways to become better at managing your time is to start planning your day before the day begins." "You don't need a new app or the latest gadget to be more productive, you need clarity." "If everything is urgent, then nothing is." Episode references: Todoist: https://todoist.com/ Evernote: https://evernote.com/ Things 3: https://culturedcode.com/things/ Trello: https://trello.com/ Getting Things Done: https://gettingthingsdone.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

M&A Science
From Loom to Trello: How Atlassian Scales Through Smart M&A with Sarah Hughes

M&A Science

Play Episode Listen Later Jun 23, 2025 54:19


Sarah Hughes, Head of Corporate Development and Product Partnerships, Atlassian Uncover the inside workings of Atlassian's M&A strategy—from how Sarah's team sources deals and aligns with product to the importance of relationship-building and a structured, founder-first integration approach. With over seven years of experience leading corporate development at Atlassian, Sarah shares practical lessons on building strategic pipelines, cultivating founder trust, and operationalizing successful integrations across Atlassian's global portfolio Things you will learn: Building long-term relationships with founders, even years before deals happen Aligning product, venture, and partnership decisions under one roof Atlassian's approach to cultural diligence, integration planning, and transparency post-close _______________

Real Happy Mom
[262] Family Centered Sunday Prep Routine For A Smooth Running Week

Real Happy Mom

Play Episode Listen Later Jun 17, 2025 18:38 Transcription Available


Send us a textThis month on the Real Happy Mom Podcast, we're doing something special! I'm sharing some of the most powerful moments from the 2025 Let's Get More Time Virtual Summit—so if you missed it (or just need a mid-year reset), you're in for a treat.In each episode, you'll hear from expert speakers who share simple, practical ways to help you take back your time, build routines that actually work, and finally feel like you're not always playing catch-up.Want the full experience? You can grab the Let's Get More Time 2025 Recordings PLUS two powerhouse bonuses:

In the Loupe
Breaking Down the Best - Atlassian (Trello, Jira, Confluence)

In the Loupe

Play Episode Listen Later Jun 17, 2025 31:28 Transcription Available


Atlassian is a suite of products including Jira, Confluence, and Trello.The Atlassian suite offers powerful tools for business organization and knowledge management that can be adapted for jewelry retailers, with special focus on Trello and Confluence.Send us a text Send feedback or learn more about the podcast: punchmark.com/loupe Learn about Punchmark's website platform: punchmark.com Inquire about sponsoring In the Loupe and showcase your business on our next episode: podcast@punchmark.com

The Small Nonprofit
Nonprofit Leadership: Practical Tools to Reduce Burnout

The Small Nonprofit

Play Episode Listen Later Jun 17, 2025 23:48


Running a small nonprofit often means juggling strategy, people, programs, and inbox chaos, all while making what feels like a million decisions a day. If you've ever felt stuck between leading and just trying to keep up, this episode is for you. In this candid and insightful conversation, Maria chats with returning guest Veronica LaFemina about one of the most overlooked pain points in nonprofit life: how decisions are made, delegated, and communicated. From messy inboxes to that nagging feeling of "did I already assign this?"- Veronica offers both clarity and real tools to help leaders make better decisions, faster. 

The Systems and Workflow Magic Podcast
(REPLAY) Quarterly Planning Without Burnout: A Systems Approach w/ Kat Schmoyer

The Systems and Workflow Magic Podcast

Play Episode Listen Later Jun 16, 2025 38:20


In this episode of the Systems and Workflow Magic Podcast, I'm joined once again by my friend and fellow systems-loving business owner, Kat Schmoyer. Together, we're diving into all things quarterly planning—specifically, how to approach the next Quarter with intention, strategy, and a whole lot less pressure. Whether you're gearing up for a packed season or you're slowing down to focus on refining your backend, this episode will give you permission and practical tools to finish the year strong without burning out!Top reasons to listen to the entire episode:-Discover Kat's Four Pillars of Quarterly Planning – Learn how “Time, Money, Dreams, and Dailies” can revolutionize how you approach your business goals.-Stop the Burnout Spiral – Hear Kat and Dolly discuss the importance of realistic planning in busy seasons-Get Inspired to Serve & Sustain – Find out how simply focusing on client care in Q4 can be a powerful business strategy.Full Show Notes Here!Mentioned Resources & Links

Lean Built: Manufacturing Freedom
Yellow Tags and Micro Frustrations | Lean Built - Manufacturing Freedom E99

Lean Built: Manufacturing Freedom

Play Episode Listen Later Jun 16, 2025 43:20


Jay walks listeners through how Trello has become the backbone of Pierson's documentation and digital workflow system—replacing binders, Dropbox links, and scattered storage with an integrated, accessible, and collaborative project management setup. Andrew offers a comparison with Asana and how they track product development through value/difficulty filters.Then the episode shifts toward lean factory layout, as Andrew details a recent consultation that helped him rethink mold storage, tool access, and workspace flow. The episode wraps with a conversation about leadership—highlighting how small process frustrations, when voiced and owned by proactive team members, can lead to high-impact improvements.Next up is episode 100! Got a question? Send it to the Lean Built Podcast on Instagram.Book mentioned:Getting Things Done by David Allen (Amazon)

The Do You Even Blog Podcast
Never shared before: my $250k private idea stash

The Do You Even Blog Podcast

Play Episode Listen Later Jun 10, 2025 42:06


ALL of these are viable and doable! This comes from my private Trello board of ideas ;)You can view all of them here: http://codeplaybook.com/ideasGet -33% off Code Playbook using code SUMMER25 :)-Pete

Real Happy Mom
[261] AI for Busy Moms - How to Use ChatGPT to Save Time & Reduce Stress

Real Happy Mom

Play Episode Listen Later Jun 10, 2025 18:43 Transcription Available


Send us a textThis month on the Real Happy Mom Podcast, we're doing something special! I'm sharing some of the most powerful moments from the 2025 Let's Get More Time Virtual Summit—so if you missed it (or just need a mid-year reset), you're in for a treat.In each episode, you'll hear from expert speakers who share simple, practical ways to help you take back your time, build routines that actually work, and finally feel like you're not always playing catch-up.Want the full experience? You can grab the Let's Get More Time 2025 Recordings PLUS two powerhouse bonuses:

Yoga Biz Camp with Michael Jay
Getting Sh*t Done: How Studio Owners Stay Sane and On Track

Yoga Biz Camp with Michael Jay

Play Episode Listen Later Jun 9, 2025 29:20


Text me Your email for my Booking LinkHey Champs, this episode is for the community studio owner who's doing it all—and wondering how to stay on top of it. From calendar color-coding to project boards that actually get things done, I'm sharing my real-world strategy for getting out of overwhelm and into action. This is the system I use for myself and with my coaching clients, especially those juggling teaching, marketing, staffing, and still trying to have a life.If you're juggling all the hats and feeling like you're dropping more than a few, this one's for you.In this episode, I share:• Why your calendar is your lifeline (and how I color-code mine)• What a studio owner's week should feel like—energy mapping 101• My fave method for task management (Trello board setup included)• The one phrase my business coach gave me that changed everything• How I stay focused with time blocking, quiet headphones, and even stretch breaks• Why “structure isn't restrictive—it's freeing”Takeaway Quote:"If it's in your head, it's on your board. That's how we get sh*t done." – Michael JayLinks Mentioned:→ Free coaching call: https://yogabizchamp.link/podlink→ Trello (free project management tool): https://trello.comBook a call with Chris from the Sales Arms with my direct link to his calendar Download the Offering Tree SEO Checklist Here Book a call with Mitch McGinley from the Boutique Fitness Brokers with my link. BOOK WITH MITCH HERE FREE RESOURCES AND BOOK A CHAT LINKhttps://yogabizchamp.link/podlink

Cheerful Productive Chats
Outgrowing Your Business Systems? Let's Fix That | 105

Cheerful Productive Chats

Play Episode Listen Later Jun 4, 2025 18:41 Transcription Available


Send me a text message about this episode!Are your current workflows secretly slowing you down?Setting up business systems is one thing, but making sure they still work as your business grows? That's where most solopreneurs get stuck.In this final episode of the behind-the-scenes mini series, I'm pulling back the curtain on what it actually takes to create scalable business systems that evolve with your growth.What you'll learn:Why aiming for “perfect” business systems can backfireThe 3 questions that make any productivity system sustainableHow to prep your workflows for growth, delegation, and changesReal examples of how I built flexible systems into my membership backend using Trello for businessMentioned Resources:System Savvy Society: https://cheerstoproductivity.com/savvyGet the full transcript + links mentioned at: www.cheerstoproductivity.com/105 Connect with Lucy: Free Private Podcast: www.cheerstoproductivity.com/ppWebsite | Instagram

Real Happy Mom
[260] The Essential First Step for Squashing Overwhelm

Real Happy Mom

Play Episode Listen Later Jun 3, 2025 13:30 Transcription Available


Send us a textThis month on the Real Happy Mom Podcast, we're doing something special! I'm sharing some of the most powerful moments from the 2025 Let's Get More Time Virtual Summit—so if you missed it (or just need a mid-year reset), you're in for a treat.In each episode, you'll hear from expert speakers who share simple, practical ways to help you take back your time, build routines that actually work, and finally feel like you're not always playing catch-up.Want the full experience? You can grab the Let's Get More Time 2025 Recordings PLUS two powerhouse bonuses:

Recruiting Conversations
High-Touch at Scale: How to Guide Your Team to Personalize Value Adds Without Burning Out

Recruiting Conversations

Play Episode Listen Later Jun 3, 2025 6:42 Transcription Available


If you're serious about building a high-trust, high-retention culture, personalization matters. But how do you scale those handwritten notes, thoughtful gifts, and one-on-one moments without burning yourself—or your team—out? In this episode of Recruiting Conversations, I walk through a step-by-step framework to institutionalize care inside your culture. I'll show you how to move from random acts of kindness to intentional rhythms of significance that don't just look good—they build loyalty and attract better talent. Episode Breakdown [00:00] Introduction – The leadership challenge: how to personalize value adds without burning out. [01:00] Personalization vs. Automation – Why automated systems can't replace intentional human touchpoints. [01:30] Step 1: Shift the Mindset – From occasional gestures to systemized care moments. [02:00] Step 2: Create a Shared Playbook – Give your team a menu of high-touch actions to draw from: Handwritten notes Milestone cards Book gifts Welcome kits Video shoutouts [03:00] Step 3: Assign Ownership – Build a “care team” and give them freedom, budget, and responsibility to lead the rhythm. [03:30] Step 4: Tie It to Culture – Reinforce your values through the touchpoints. Show people what “living the mission” looks like. [04:30] Step 5: Track It – Use a Google Sheet, Trello board, or CRM tab to log every gesture, who received it, and why. [05:30] Final Shift – You're not scaling volume. You're scaling intentionality—doing the right thing for the right people at the right time. [06:00] Final Challenge – Define your five core touchpoints. Then pick one way to systematize them this week. Key Takeaways Systemize the Heartbeat – Make personalized leadership part of your culture's rhythm, not an afterthought. Give the Team a Menu – Most people want to care—they just need ideas and structure. Build a Culture of Care – Highlight moments that align with your values. Make it part of the identity. Track It to Scale It – Thoughtful doesn't mean chaotic. Structure creates sustainability. Lead with Intentionality – You don't need more volume. You need more moments that actually matter. In a world full of automation and shortcuts, the leaders who lead with care always stand out—and they build teams that last. Want help creating a high-touch leadership rhythm inside your team? Subscribe to my weekly email at 4crecruiting.com or book a session at bookrichardnow.com. Let's scale your leadership without losing your personal touch.

Hustle Humbly
304: Real Estate Questions We Get Constantly: Q&A Part 1

Hustle Humbly

Play Episode Listen Later Jun 2, 2025 47:55


You asked, we answered! It's been way too long since we've done a good old-fashioned Q&A, and y'all delivered some great questions. From systems and tools to mindset, burnout, and building consistency—we're covering it all in Part 1 of this 2-part Q&A series! Grab your sweet tea (homemade by Jac, no less!) and join us as we tackle everything from unresponsive leads to what “making it” in real estate actually feels like. We'll give you a peek into what a “day in the life” looks like for us, plus share some pivotal moments in our careers that could have totally changed our path. And spoiler: if you're feeling behind, unorganized, or like you made some bad business choices… you're not alone. We're getting real and talking about what to do next. In this episode, we're chatting about: Our favorite systems, tools, and apps we use daily How we handle unresponsive leads (hint: it's all about permission and perspective) What a “typical” day really looks like (if that exists!) When we finally felt like we “made it” in real estate What to do if you've made some bad financial choices Preparing for busy seasons without burning out Tips for creating long-term consistency in your business The emotional and financial investments that paid off in our careers A behind-the-scenes look at what it takes to run Hustle Humbly

The Changelog
The 'developer replacement' hype cycle (News)

The Changelog

Play Episode Listen Later Jun 2, 2025 8:02


We're doing a live show in Denver this July, Danilo Alonso has seen the 'developer replacement' hype cycle many times, Dan Sinker says we're in the Who Cares Era, Cap looks like a solid alternative to typical CAPTCHA solutions, Michael Flarup on the return of texture, depth, and expressiveness in UI & Kan is an open source alternative to Trello.

Hustle Humbly
303: How to Track and Organize Real Estate Leads

Hustle Humbly

Play Episode Listen Later May 26, 2025 31:07


What actually happens when you get a lead? Where do they go? This week we're pulling back the curtain on one of the most common (and overlooked) questions in real estate: what do you do with a lead after you get it? Whether they came from an open house, a sign call, a referral, or your kid's holiday party, every lead needs a place to live, and it's your job to keep track of them so they don't fall through the cracks. In this episode, we walk you through exactly what we do with our leads and the systems we use to stay organized. From Katy's one-sheet paper planner to Alissa's Trello board, we share real-life examples and offer simple, do-able ideas you can start using immediately. NEW TRELLO VIDEO!!! You'll hear about: The difference between an email list, a prospect list, and your database How to decide who goes where How Alissa uses Trello to track leads from pre-approved to ghosted (C is for Crickets!) Katy's buyer lead sheets and weekly activity sheet Why you don't need a fancy CRM to keep up with your leads The one question to ask yourself before adding someone to your database Easy email ideas to stay in touch with cold leads How to track social media connections without being creepy This episode is your friendly reminder that you don't need a perfect system—you just need a system. We'll help you figure out the one that actually works for you.  

The Profitable Travel Blogger Podcast
How To Start & Scale A Paid Newsletter with Jessie Festa [Ep. 111]

The Profitable Travel Blogger Podcast

Play Episode Listen Later May 26, 2025 18:26


Want to learn how to start a paid newsletter—and scale it for reliable recurring income? Well, you're in luck, as in this episode of The Profitable Travel Blogger Podcast, we'll be going over a 5-step strategy for doing just that! By the end of this episode, you'll understand: How to come up with a profitable newsletter topic Tips for designing & pricing your paid newsletter Pros and cons of using Substack vs a traditional email marketing platform Strategies for successfully marketing your paid newsletter How to retain members for more consistent income And more! Plus, I'll share numerous paid newsletter ideas to help you get inspired!

The Obesity Guide with Matthea Rentea MD
Your Friday Five – Squats, Trello, and Tiny Wins That Add Up

The Obesity Guide with Matthea Rentea MD

Play Episode Listen Later May 23, 2025 8:30 Transcription Available


Send a Text Message. Please include your name and email so we can answer you! Please note, this does not subscribe you to our email list, it's just to answer if you have a questions for us. All of the information on this podcast is for general informational purposes only. Please talk to your physician and medical team about what is right for you. No medical advice is being on this podcast. If you live in Indiana or Illinois and want to work with doctor Matthea Rentea, you can find out more on www.RenteaClinic.com Premium Season 1 of The Obesity Guide: Behind the Curtain -Dive into real clinical scenarios, from my personal medication journey to tackling weight loss plateaus, understanding insulin resistance, and challenges with GLP-1s. Plus, get a 40+ page guide packed with protein charts, weight loss formulas, and more. Pre-register for the Sep 30/30 group.