Episode Description: In this episode of Beyond the Systems podcast, I dive deep into Standard Operating Procedures (SOPs) – the secret weapon for scaling your business and building an efficient team. Learn how to create SOPs that actually work, eliminate constant team communication bottlenecks, and set your team up for success.

Key Takeaways:

• SOPs are not boring – they're your business's operational lifeline
• Reduce team communication back-and-forth by creating clear, detailed procedures
• Use tools like Loom and AI to streamline SOP creation
• Be extremely specific in your documentation to prevent team questions

Resources from this episode:

• Loom (screen recording tool)
• Claude AI or ChatGPT (for SOP drafting)
• SOP Template (available through Systems to Scale Audit)

Surprising Insights:

• Team building is one of the hardest challenges in online business
• Most entrepreneurs have never been formally trained in team management
• SOPs can transform your team's efficiency and your stress levels

Recommended Next Steps:

• Start documenting your core business processes
• Use screen recordings to capture exact workflow steps
• Create detailed, specific instructions for each procedure

Connect with Sam:

• Website: https://www.systemswithsam.com/services
• Instagram: https://www.instagram.com/systemswithsam/
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Want to Go Deeper? I offer a Systems to Scale Audit where I help you map out core business systems and identify exactly where you need SOPs. Limited spots available, click here to learn more.

Beyond the Systems - Episode 63: From Scuba Instructor to Lead Gen Expert: Mills Gray's Journey to Helping Service Providers Thrive

Want to level up your lead generation game without feeling sleazy or overwhelmed? In this episode, I sat down with Mills Gray, a business coach with 16+ years of experience who helps service providers create stacked offer strategies and attract their dream clients.

After running a painting holiday company (think luxury art retreats) and diving deep into marketing, Mills found her sweet spot helping service providers and practitioners get visible and grow their businesses. And let me tell you – her approach is refreshingly practical.

Key takeaways from our chat:

• Why splitting your week into thirds (lead gen, selling, serving) is crucial for avoiding the feast-or-famine cycle
• The power of collaborations for organic growth (and why they beat posting 3x/week on Instagram)
• How to create lead magnets that actually work (spoiler: it's not about making 40-page ebooks)
• Why your cold audience needs different content than your warm audience
• Real talk about systems and automation (and why Mills is "marrying" Claude AI)

Mills dropped some truth bombs about why service providers often resist change (even when they're burning out) and shared her surprisingly simple approach to content creation and repurposing.

Listen in for practical strategies you can implement today to grow your business without working 40+ hours a week serving clients. Plus, Mills shares her secret weapon for creating hooks that actually stop the scroll (because apparently not everyone wants our freebies... who knew?).

Find Mills on Instagram @mills_gray and check out her podcast "Soul Leaders" for weekly 10-15 minute marketing tips.

And hey – if you're struggling with systems and automation like Mills admits to (hello, abandoned ClickUp account), let's chat! I help service providers streamline their businesses so they can focus on what they do best.

Resources from this episode:

https://millsgray.kartra.com/page/minimind

More about Mills Gray:

Mills has been a business owner for over 16 years. A coach and mentor focusing on helping service providers create a stacked offer strategy, attract dreamy af clients and step into their ceo era. A retreat host, podcast host and all round cheerleader:

A mum of two teens, two naughty dogs and lover of cold water swimming. 

Connect with Mills Gray:

• Website: http://www.millsgray.com
• Instagram: @mills_gray

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Laurie, a career wing woman, shares her experience using LinkedIn to promote her business and build a supportive community. She started using LinkedIn in 2018 and found that her clients were active on the platform. She emphasizes the importance of being authentic and engaging with others on LinkedIn. Laurie recommends posting three to five times a week, with a mix of personal and business-related content. She also suggests engaging with other people's posts and using the search bar to find and connect with like-minded individuals. When it comes to sales content, she advises finding a balance between personal and promotional posts. Laurie Macpherson shares her approach to LinkedIn content creation and building a community. She emphasizes the importance of knowing your target audience and embodying your authentic self in your content. Laurie recommends focusing on quality over quantity and using personal stories and testimonials to build credibility. She also discusses the use of features on LinkedIn, such as articles and premium features, and shares her favorite system, Trello, for managing clients and content. Laurie's main takeaway is to post good content, connect with people, and not worry too much about the rest.

Takeaways: 

• LinkedIn is a valuable platform for business owners to promote their work and build a community.
• Authenticity and engagement are key to success on LinkedIn.
• Posting three to five times a week with a mix of personal and business-related content is recommended.
• Engaging with other people's posts and connecting with like-minded individuals is important for networking on LinkedIn.
• Finding a balance between personal and promotional posts is crucial for effective sales content. Know your target audience and embody your authentic self in your content.
• Focus on quality over quantity and use personal stories and testimonials to build credibility.
• Utilize features on LinkedIn, such as articles and premium features, strategically.
• Use a system like Trello to manage clients and content effectively.
• Post good content, connect with people, and don't worry too much about the rest.

More about Laurie Macpherson:

Laurie is a career wing woman who helps smart women to find the role that they love at the salary that they deserve. Since 2019, she has helped hundreds of women to find jobs that suited their lifestyle, paid them well and fitted with their purpose. To promote her work she started using LinkedIn back in 2018 and has built up a fun, friendly and supportive community on there (yes, really!) She now teaches others to do the same too to help them to connect with their ideal clients and partners.

Connect with Laurie Macpherson:

• Website: https://www.lauriemacpherson.com/
• Instagram: _laurie_macpherson
• LinkedIn: www.linkedin.com/in/lauriemac

Resources from this episode:

https://go.lauriemacpherson.com/SignupforLinkedIntipsandprompts

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now:

I share the biggest mistake I made in 2024 and how I plan on moving in 2025. 

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I discuss strategies to avoid launch burnout, particularly during live launches. I emphasize the importance of having systems in place for content creation, documenting processes, and automating tasks to streamline the launch experience. By implementing these strategies, entrepreneurs can reduce stress and enhance productivity during launches.

Takeaways

• Avoiding launch burnout is crucial for sustainable business growth.
• Live launching can be easier with the right systems in place.
• Content creation should be efficient, reusing past successful materials.
• Documenting processes helps in maintaining clarity and creativity during launches.
• Automation can save time and enhance client experience during launches.
• Having a content hub allows for better planning and execution of marketing strategies.
• Regularly reviewing past launches can inform future strategies and improvements.
• Effective onboarding processes can reduce client questions and enhance satisfaction.
• Creating a streamlined launch process can lead to more successful outcomes.
• Investing time in systems now can save significant stress later.

Resources from this episode:

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this Bite Size Episode, I share how I structure my week to work 20 hours or less. 

Book mentioned: 10x is Easier than 2x

Resources from this episode:

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus bonus training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, Nicola Charlotte, an online business coach, shares her journey from corporate job to entrepreneurship and discusses the power of organic content and strategies for converting high-ticket clients. She emphasizes the importance of mindset, strategic planning, and storytelling in organic marketing, as well as the shift from following trends to leading conversations. The conversation also explores the balance between business growth and personal freedom. The conversation explores the concept of achieving freedom in business and lifestyle by redefining mindset, time management, and strategic planning. It emphasizes the importance of prioritizing tasks, setting boundaries, and finding balance to create a sustainable and fulfilling business. The discussion also delves into the significance of combining mindset work with strategic planning for business success.

Takeaways

• The journey from corporate job to entrepreneurship is often driven by a lack of fulfillment and a missing sense of purpose in the corporate world.
• Organic marketing requires a focus on specific pain points, desires, and storytelling to create a fuller picture of the impact on the client's lifestyle.
• The shift from following trends to leading conversations in marketing requires confidence and self-belief in one's expertise and offerings.
• Balancing business growth with personal freedom involves making shifts in the business to avoid burnout and create more space in life. Freedom in business and lifestyle is achieved through a combination of mindset work, time management, and strategic planning.
• Prioritizing tasks, setting boundaries, and finding balance are essential for creating a sustainable and fulfilling business.
• Combining mindset work with strategic planning is crucial for achieving business success and maintaining a healthy work-life balance.

More about Nicola: 

Nicola has +4 yrs of experience helping digital founders & female entrepreneurs to grow & scale their businesses from $2-3K months to +6 figures, from a place of confidence, ease & fulfillment.

She believes we deserve to have a thriving business we love, alongside the financial abundance AND time to have our dream freedom-based lifestyle.

With a background in Sales & Marketing, managing multi-million pound accounts, to now running a +6 figure business, Nicola helps clients elevate their entire online growth strategy, introduce more sophisticated sales processes, achieve confidence with converting high ticket & confidently grow their dream business.

Host of the Greater Freedom Podcast, travel lover & big foodie!

Connect with Nicola:

• Website: http://www.nicolacharlotte.com
• Instagram: @nicolacharlottecoaching

Resources from this episode:

• Download Nicola’s Client Generating Content system training if you want to close more sales & attract more inbound inquiries through your content: https://www.nicolacharlotte.com/content-to-clients

• Discovery call 1:1 or find out more about my Mastermind

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with...

In this quick bite size systems episode, I am sharing my 3 step process to troubleshoot any tech issue. 

Resources from this episode:

Last chance to join the Scalable Sales Bootcamp Live Round: https://systemswithsam.thrivecart.com/scalable-sales-bootcamp/

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of the Beyond the Systems podcast, I explore the concept of scalable offers in business. I discuss the common misconception that only digital products or online courses are scalable, emphasizing that various business models can achieve scalability. I outline key components necessary for creating a scalable offer, including clarity, consistency, and pricing strategies. I share case studies of clients who successfully scaled their one-on-one coaching, masterminds, and online courses, highlighting the importance of team support and automation.

Takeaways

• Scalability is not limited to digital products.
• Clarity and consistency are crucial for scalable offers.
• Customized offers are less scalable than standardized ones.
• Consider team support to manage increased client loads.
• Automation can help streamline processes for scalability.
• Differentiate between one-on-one and group support in offers.
• Coaching models can include co-coaches for better scalability.
• Masterminds can benefit from guest experts to reduce pressure.
• Online courses require strong team support for client engagement.
• Prepare systems in advance to handle growth effectively.

Resources from this episode:

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, Franny, the owner of Elevate Her Marketing, shares her journey of starting a digital marketing agency while living abroad in Portugal. She emphasizes the importance of building a marketing ecosystem that grows with your online business. Franny explains that a marketing ecosystem consists of various systems, including traffic generation, lead acquisition, engagement, selling, and tracking/analyzing. She highlights the value of running Facebook and Instagram ads to drive traffic and gather data, but emphasizes that ads are just one part of the overall marketing strategy. Franny also recommends using project management tools like ClickUp to automate and streamline processes.

Takeaways:

• Building a marketing ecosystem is essential for the growth and sustainability of an online business.
• A marketing ecosystem consists of various systems, including traffic generation, lead acquisition, engagement, selling, and tracking/analyzing.
• Running Facebook and Instagram ads can drive traffic and provide valuable data, but ads are just one part of the overall marketing strategy.
• Using project management tools like ClickUp can automate and streamline processes, freeing up time for higher-level tasks.
• It's important to focus on optimizing and improving existing systems rather than constantly chasing new strategies.

More about Frannie: Frannie’s a Cape Cod native living in Portugal running her fully-remote, digital marketing agency, Elevate Her Marketing. EHM’s mission is to elevate the income of women all over the world so they can have the power & freedom to live the life of their dreams.

Connect with Frannie:

• Website: https://elevatehermarketing.com/
• Instagram: IG: https://www.instagram.com/elevatehermarketing_/

Resources from this episode:

Ad Results Calculator: https://elevatehermarketing.com/facebook-ad-results-calculator/

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this quick episode, I share two questions to ask yourself when you’re planning for 2025. 

The Scalable Sales Bootcamp is NOW OPEN! This the perfect program if you’re ready to scale your group program in 2025. The live round starts November 11th. Learn more here: https://systemswithsam.thrivecart.com/scalable-sales-bootcamp/ 

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of the Beyond the Systems podcast, I discuss the essential steps to determine if you are ready to scale your signature program. I outline the importance of having a scalable offer, a consistent onboarding process, and the foundational systems in place to manage client capacity effectively. I emphasize the need for clarity and consistency in offers, the significance of a seamless onboarding experience, and the preparation required to seize opportunities for growth. The episode concludes with an invitation to join my challenge in the System Society to enhance your program's systems and processes.

Takeaways

• You need to have a scalable offer.
• Everyone should go through the same onboarding steps.
• Your onboarding process should match your price point.
• This is a systems problem, not a mindset problem.
• You need systems in place to hold more clients.
• Preparation meets opportunity for success.
• You should be ready for unexpected opportunities.
• Having a scalable offer is crucial for growth.
• A seamless onboarding process enhances client experience.
• Join the System Society for support in scaling.

Resources from this episode:

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I'm diving into a super interesting client case study about a fitness coach who came to me totally maxed out with managing over 20 one-on-one clients.

She loved her work and her clients, but was drowning in admin tasks and couldn't even think about taking on another client, let alone launching the group program she dreamed about for 2025.

I break down exactly how we transformed her chaotic Google spreadsheet situation into a streamlined system that actually works.

Here's what we covered:

• Why her business was actually more scalable than she thought (hint: it's all about how you structure your offers!)
• The three-phase solution we implemented to help her get her sanity back
• My "clean house" approach to systems (because trying to grow a messy business is like inviting people over to a cluttered house - sometimes you need to tidy up first!)
• The real reason why task-switching is killing your productivity (and what to do about it)

I also share my thoughts on why randomly creating SOPs isn't always the answer (even though it feels productive - I see you trying!) and what to do instead.

This episode is perfect for you if you're:

• A service provider or coach feeling overwhelmed by client management
• Someone who loves 1:1 work but wants to make it more sustainable
• Ready to stop working IN your business and start working ON it

Sometimes the most scalable solution isn't a fancy new tool or automation - it's just getting really clear on your systems first.

Listen in to hear the full breakdown of how we turned this overwhelm into opportunity, and maybe grab a few ideas for your own business while you're at it!

Want expert eyes on your systems? I do a limited number of Systems to Scale audits each month - Click here to learn more about working together!

Resources from this episode:

Don't let your systems sabotage your scale: Book Now

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Sharing the answers to these recently asked systems questions: 

• How do I know if my systems are working for me?
• How can I find a good tool and not get overwhelmed? 
• what is a CRM, and do I need one?

Resources from this episode:

Join The Streamline to Six Figures Challenge - a free, 3-day event designed to help you build the scalable, automated systems needed to take your group program to the next level.

https://systemswithsam.com/challenge/ 

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Jess Dahl shares her journey from being a hairdresser and fitness coach to becoming a purposeful business and life coach, co-founder of a nonprofit, and a published author. She discusses the pivotal moments that led her to seek deeper meaning and purpose in her life, leading to a series of pivots and alignment with her true calling. Jess emphasizes the importance of a morning practice and staying grounded in physical, mental, emotional, and spiritual well-being. The conversation covers topics related to self-care, mental health, burnout, and creating space in life. It also delves into the importance of knowing oneself, finding balance, and making a difference in the world. The guest, Jessica, shares insights about her nonprofit organization, Wholeness Journey, and how it empowers individuals to make a positive impact.

Takeaways

• The journey of self-discovery and purposeful living often involves pivotal moments that lead to deep reflection and questioning of one's path.
• A morning practice that encompasses physical, mental, emotional, and spiritual well-being is essential for staying grounded and aligned with one's true purpose.
• Navigating pivots in life and business requires a strong foundation of self-belief, trust in a higher power, and a deep sense of purpose.
• Creating space for unexpected opportunities and connections while maintaining a structured framework for personal growth and alignment is crucial for a fulfilling and purposeful life. Prioritizing self-care in the morning sets the tone for the day.
• Creating space in life allows for the unexpected and opens the door to new opportunities.
• Knowing oneself is essential for making a positive impact in the world.
• Finding balance is about understanding the seasons of life and adapting to them.
• Empowering others to make a difference is a powerful way to create lasting change.

More about Jess Dahl: A purposeful business & life coach for women to align with themselves & their business through 1-1 coaching & masterminds, she’s a published author, podcast host on the Say Yes Anyway Podcast, and co-founder of a non-profit called, Wholeness Journey- A yoga retreat/service trip, whose mission is bringing healing, identity, wholeness & purpose to women, children & families who have been affected by trauma, human trafficking and ultra impoverished locally & globally by yoga and wellness practices, art therapy, storytelling and empowerment experiences.

Random fact, she is half Spanish with an Asian middle name , MiYeon, and when she was 11 years old, she sang with Celine Dion on stage at her concert at the Key Arena in Seattle.

Connect with Jess Dahl:

• Website: http://jessdahl.com & https://wholenessjourney.org/
• Instagram: @jessdahl_ , @wholenessjourney

Resources from this episode:

https://calendly.com/jessdahl/45min

To set up a strategy call- in order to find out next steps that's best for you in your life! Whether personal, business- desiring an experience, retreat, or coaching container- I will support!

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now:

In this Bite Size Systems Episode, I’m sharing my three takeaways from going to Las Vegas to help my bestie, Alex Porterfield, host her first retreat. 

Resources from this episode:

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I discuss the five common mistakes made when launching or scaling group programs. I emphasize the importance of proper planning, automating onboarding processes, having strong contracts, maintaining effective communication, and keeping engagement high throughout the program. By addressing these areas, program creators can enhance the client experience and achieve better results.

Takeaways:

• Group programs can scale your business effectively.
• Rushing a launch can lead to chaos and missed opportunities.
• Automating onboarding enhances the client experience.
• Contracts are essential for managing expectations and risks.
• Effective communication fosters community and support.
• Engagement is crucial for maintaining momentum in programs.
• Prepare for engagement dips and have strategies in place.
• A calm launch energy can improve client trust.
• Always have a strong contract to protect your business.
• Automation can save time and improve efficiency.

Ready to scale your group program to six-figures?

Join my 3 day challenge, Streamline to Six Figures, to learn how to automate and elevate your group program without the tech headaches.

Sign up now: https://systemswithsam.com/challenge/

In this Bite Size Systems Episode, I share 4 ways you can change up the typical Black Friday launch and make it your own.  

Resources from this episode:

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, LorieAnn, owner and CEO of Profit Priority, discusses the importance of bookkeeping and understanding finances for business growth. She shares her journey of starting her own accounting firm and the struggles she witnessed in entrepreneurship. LoriAnn emphasizes the need for entrepreneurs to have a clear understanding of their numbers and make decisions based on accurate financial information. She advises against relying solely on bank account balances and highlights the importance of looking at past and future cash flow. LoriAnn also provides tips for simplifying bookkeeping and recommends hiring a bookkeeper or finding a system that works for you.

Takeaways:

Bookkeeping and understanding finances are essential for business growth and making informed financial decisions.

Entrepreneurs should have a clear understanding of their numbers and avoid making decisions based solely on bank account balances.

Hiring a bookkeeper or finding a system that works for you can simplify bookkeeping and provide clarity.

Contractors and full-time employees have different implications and financial considerations.

Having a team of employees can provide more control and flexibility in the business.

Tools like ClickUp, Slack, and Google Workspace can help with organization and communication in the business.

More about LoriAnn:

LoriAnn is the owner and CEO of Profit Priority, a boutique accounting and fractional CFO firm helping creatives go from unsure to unstoppable when thinking about their finances.

With over 8 years of experience in accounting and small business finance, she has the insight and experience to help you up-level your business while removing the stress and burden of managing your finances. Whether you are just starting out or you have been in business for years, her mission is to help creatives feel peace about their numbers while growing their profit and confidence. Business aside, LoriAnn is really just a midwest gal obsessed with running, reading, iced coffees and spending time on the farm with her two little kiddos.

Connect with LoriAnn:

• Website: https://www.profitpriority.co/
• Instagram: @profitpriority @loriannkuntz.co

Resources from this episode:

https://www.profitpriority.co/deductions

https://www.profitpriority.co/cashflow

Ready to start building scalable systems in your business? 

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

I’ve been in business for 5 years now! In this episode, I’m sharing my 5 biggest lessons I’ve learned so far. 

Resources from this episode:

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I discuss the basics of automations and how to get started using them in your business. I emphasize the importance of having a system and process before implementing automations. I talk about three main areas where automations can be helpful: marketing systems, sales, and team management. I provide examples of automations within each area, such as email funnels, checkouts, and project management tools. I encourage starting small with automations and my automation starter kit for further support.

Takeaways

• Automations are tools that remove manual input and streamline processes in your business.
• Before implementing automations, it's important to have a system and process in place.
• Automations can be used in marketing systems to nurture leads and provide a seamless onboarding experience.
• Sales automations are crucial for making the buying process easy and efficient.
• Team management automations can help streamline tasks and improve productivity.
• Start small with automations and gradually expand as you become more comfortable.
• Consider using tools like email funnels, checkouts, and project management tools to automate various aspects of your business.

Resources from this episode:

Ready to start automating your online business? Check out my Automation Starter Kit for only $9 - https://systemswithsam.thrivecart.com/automation-starter-kit/ 

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this conversation, I chat with Andrea Elibero about the importance of pivoting in business and how to do it strategically. We emphasize that pivoting doesn't mean giving up on your current service but rather elevating your offers and shifting your audience. We also recommend giving yourself six months to bring everything together and work towards your end goal. We also discuss the concept of unique magic, which refers to the activities that bring you joy and come easily to you. We highlight the need for systems and processes to support your business and prevent burnout. 

Takeaways

• Give yourself permission to change and grow in your business.
• Have clarity on your dream life vision and align your business with it.
• Listen to your intuition and take intentional action.
• View every step as a playful experiment and be open to pivoting.
• Create space for yourself to reflect and make decisions. Pivoting in business doesn't mean giving up on your current service, but rather elevating your offers and shifting your audience.
• Give yourself six months to bring everything together and work towards your end goal.
• Identify your unique magic, which refers to the activities that bring you joy and come easily to you.
• Implement systems and processes to support your business and prevent burnout.

More about Andrea Elibero:

Andrea Elibero is a business coach and scaling strategist for solopreneurs. She is fiercely passionate about empowering solopreneurs to intentionally grow and scale mission-driven businesses that celebrate their unique magic and support their dream lives through embodiment, coaching, strategy, and implementation so they can live the aligned laptop lifestyle of their dreams.

Connect with Andrea Elibero:

• Website: https://www.dancingleafsolutions.com/ 
• Instagram: https://www.instagram.com/soulfulbizcoachandrea/
• TikTok: https://www.tiktok.com/@soulfulbizcoachandrea
• LinkedIn: https://www.linkedin.com/in/andreaelibero/

Resources from this episode:

Grab Andrea’s free guide empowering service pros to dream big, intentionally scale, and live fully as you grow beyond 1:1 clients. In this free guide you will get a mapped out & clearly explained breakdown of the service pro growth pathways to scale your business beyond 1:1 retainer clients, and the tools & exercises you need to do the inner work to create an aligned scaling path unique to your magic. 

Download now: https://www.dancingleafsolutions.com/roadmap/ 

Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram: 

In this episode, I share my four-step system for managing a podcast in about one hour per week or less than five hours a month. I emphasize the importance of having a clear process and outline the steps involved in creating a podcast system, creating a podcast home, using automations and tools, and outsourcing tasks. By implementing these strategies, I’ve made podcasting easy and consistent, spending less time and energy on it.

Takeaways

• Creating a clear process and system for podcasting can make it easy and consistent.
• Having a podcast home, such as using project management tools like ClickUp, can help manage all aspects of the podcast.
• Leveraging automations, tools, and templates can save time and streamline the podcasting process.
• Outsourcing tasks like editing and social media management can further reduce the time and effort required for podcasting.

Resources from this episode:

Join the Scalable Marketing Mini Mind to build out your short and long form content systems! More info here: https://systemswithsam.thrivecart.com/marketing-systems-mini-mind/

Ready to start building scalable systems in your business?

Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of the Beyond the Systems podcast, Madison Tinder talks about her journey in transitioning to a membership model as her main business offer. She shares her experiences, challenges, and strategies for successfully growing her membership community, emphasizing the importance of structure, engagement, and the role of social media platforms like TikTok in driving growth. The conversation highlights common mistakes made in membership models and offers actionable insights for those looking to create or improve their own memberships. In this conversation, Madison shares her insights on managing and marketing memberships effectively. She emphasizes the importance of setting boundaries, taking time for launches, and focusing on problem-solving rather than just community. She discusses her commitment structure for memberships, the expansion of her offerings, and the systems she uses to manage her business. The discussion provides valuable takeaways for anyone looking to start or improve their membership-based business.

Takeaways

• Madison pivoted to a membership model after years of high-ticket offers.
• She focused on making her membership the signature offer of her business.
• The transition allowed her to grow a community and scale her membership.
• TikTok became a crucial platform for marketing and growing her audience.
• Engagement in memberships comes from structured pathways and not just community interaction.
• Many memberships fail because they lack a clear curriculum or pathway for members.
• The importance of fun and engaging activities in memberships.
• Personalized check-ins help keep members engaged and remind them of their commitment.
• It's essential to set boundaries in membership support to avoid burnout.
• Offering extra value in memberships can foster a stronger community.  Great boundaries are essential for managing membership engagement.
• Taking time for membership launches is crucial for success.
• Understanding what you offer inside the membership is key.
• Community should be seen as a byproduct of the membership experience.
• Memberships must solve ongoing problems for members.
• A minimum commitment period helps ensure member engagement.
• Trial memberships often lead to cancellations without commitment.
• Selling community alone is no longer effective in marketing.
• Expanding offerings can enhance business growth.
• Simple systems can streamline membership management.

More about Madison Tinder:

Madison is a business mentor & marketing educator who focuses on helping multi-passionate entrepreneurs build personal brands that help them grow their businesses. She ran an e-commerce business for 5 years and has hosted 7 retreats around the US. She is the host of Out Of This Niche Podcast and Multi-Passionate School Of Business community.

Connect with Madison Tinder:

• Website: http://www.madisontinderllc.com
• Instagram: @madison.tinder
• TikTok: @multipassionatemadison

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

LinkedIn:

In this episode, Izzy Stevens shares her journey from being an actress to becoming a business coach, emphasizing the importance of mindset, authenticity, and community in business. She discusses the power of one, the impact of personal branding, and the significance of mindset in business success. The conversation covers the topics of personal branding, embodying uniqueness in business, mindset around selling, and her method for content creation. It also delves into the challenges of balancing multiple roles and the importance of self-care in business. The discussion emphasizes the power of relatable and authentic content in driving engagement and sales.

Takeaways

• The power of one: Focusing on the impact on one dreamy human rather than chasing numbers or algorithmic success.
• Authenticity and personal branding: The importance of showing up authentically and resonating with your audience.
• Mindset and business success: The role of mindset in overcoming self-sabotage and achieving business success.
• Community and engagement: Building a community and engaging with your audience to create meaningful connections.
• Social media and visibility: Leveraging social media to share authentic stories and connect with your audience. Embodying uniqueness in business and personal branding is key to attracting the right clients.
• Mindset around selling is crucial, and reframing selling as self-care can lead to a more positive approach.
• The Storio method for content creation involves sharing relatable personal experiences, discussing work-related topics, and capping it off with a personal touch.
• Balancing multiple roles in business requires intentional daily actions and systems to support productivity and growth.
• Authentic and relatable content is powerful in driving engagement and sales, emphasizing the importance of being real and imperfect in business.
• Self-care is essential for business success, and it involves taking care of oneself, creative pursuits, community, sales, and clients.

More about Izzy Stevens:

Izzy Stevens is an accomplished actor, award-winning director, and 6-figure business coach. She’s dedicated to giving freedom-driven entrepreneurs her million-dollar mindset shifts & zesty strategic marketing upgrades so they can work less and make more.

With over a decade of experience working in film and television, Izzy has become a go-to expert for entrepreneurs looking to enhance their visibility and brand storytelling strategies to attract dream clients.

Izzy's work has been featured on Netflix, Amazon Prime, ABC Network, and Fantastic Fest, and in publications such as Popsugar, FOX5, and Film Daily. 

Connect with Izzy Stevens:

• Website: http://indiespunk.com 
• Instagram: https://www.instagram.com/indiespunk/ 

Resources from this episode:

Get access to Izzy’s Telegram feed breaking down 3 pieces of content that made me $13K, how I formulated the messaging in it, and why it worked. 

Sign Up Now: https://indiespunk.myflodesk.com/smc 

Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

Ready to start building scalable systems in your...

In this episode, I discuss being stuck at a certain income or experiencing an income plateau. I identify three roadblocks contributing to this situation: time, energy, and clarity. I provide actionable steps to overcome these roadblocks, such as prioritizing tasks, delegating, and creating systems. I also emphasize the importance of focusing on what is working and doubling down on it rather than constantly trying new things. 

Takeaways

• Identify the roadblocks that are keeping you stuck at a certain income: time, energy, and lack of clarity.
• Analyze your efforts by tracking your time and energy, and identify tasks that are draining or uplifting for you.
• Focus on what is working in your business and double down on it, rather than constantly trying new things.
• Choose one or two problems to solve and prioritize them, rather than trying to fix multiple problems at once.
• Set specific goals and create action plans to achieve them, and create processes and systems to make tasks easier and more efficient.

Resources from this episode:

Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I chat with Jenna Holloway, a hypnotherapist and subconscious coach, about the role of limiting beliefs and intuition in business growth. Jenna shares her personal journey of transitioning from being a teacher to starting her own business and how she discovered the power of intuition. She explains that intuition is often hindered by limiting beliefs and shares strategies for identifying and changing these beliefs. Jenna emphasizes the importance of self-awareness, non-judgment, and improving the relationship with oneself. She also discusses energy leaks and how they can impact success and growth. 

Takeaways

• Intuition is a powerful tool for business growth, but it can be hindered by limiting beliefs.
• Raising self-awareness and challenging limiting beliefs is crucial for following intuition and achieving success with ease.
• Improving the relationship with oneself and practicing non-judgment are key to overcoming limiting beliefs and creating a positive mindset.
• Recognizing and addressing energy leaks can help conserve energy and focus on important tasks for business growth. Trust your body and intuition in making decisions.
• Decondition from childhood teachings that discourage trust in your body's cues.
• Create space for silence to allow intuition to emerge.
• Imagine different options and notice how your body reacts to determine the aligned choice.
• Put yourself first in your business and recognize when limiting beliefs are holding you back.
• Use systems like the higher self system and the Come The Match training to support intuition in business.

More about Jenna Holloway:

Jenna Holloway is a multi-award winning hypnotherapist, subconscious coach and intuitive business mentor. She helps ambitious, self-aware entrepreneurs to get rid of their limiting stories, beliefs and subconscious upper limits so they can break through to their next level with ease and flow rather than stress and strain. Jenna helps her clients create true mental and emotional freedom in their life and business through the inner work. She’s also the podcast host of the top 5% mindset podcast Bigger Than You.

Connect with Jenna Holloway:

• Website: http://www.jennaholloway.com 
• Instagram: https://www.instagram.com/iamjennaholloway/ 
• Podcast: Bigger Than You: Mindset for Aligned and Sustainable Business Growth with Ease and Fun: https://podfollow.com/bigger-than-you-1 
• Grounded Wealthy Woman Membership: The low cost, high value membership for subconscious reprogramming and mindset to help you expand your capacity for ease, flow and limitless overflow in your business: https://www.jennaholloway.com/gwwmembership

Resources from this episode:

Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now:

In this episode, I share the various ways ClickUp can be used in online businesses. I cover 10 different use cases, including daily to-do lists, content planning, visibility tracking, lead tracking, CRM, storing SOPs, business dashboards, client-facing dashboards, launching and product development, and time sheets and time tracking.

Takeaways

• ClickUp is a versatile project management tool that can be used in various ways in businesses.
• It can be used for daily to-do lists, content planning, visibility tracking, lead tracking, CRM, storing SOPs, business dashboards, client-facing dashboards, launching and product development, and time sheets and time tracking.
• ClickUp allows for customization and flexibility, making it a valuable tool for businesses of all sizes.
• Using ClickUp can help improve organization, collaboration, and productivity within a team.
• It is important to take the time to set up ClickUp properly and customize it to fit the specific needs of your business.

Resources from this episode:

Sign up for your free ClickUp account (affiliate link): clickup.pxf.io/samwhiz

Grab my Signature ClickUp Templates to easily organize your content, clients, and team in one place. 

Buy Now: https://systemswithsam.thrivecart.com/clickup-templates-skool/ 

Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I chat with Catryce Thompson, the founder of Captured Media, about outsourcing in small businesses. Catryce shares her journey from being an influencer to starting her own business support agency. We discuss the challenges of outsourcing and the importance of having systems and processes in place. We also discuss the challenges of hiring and outsourcing in business.

Takeaways:

• Start with systems and processes when outsourcing in your business
• Having a solid foundation of systems sets you up for success in outsourcing
• Consider an entry point for business owners who are just starting out
• Coaching can be a form of outsourcing decision-making processes Understanding what you're hiring for is crucial for successful outsourcing
• Leadership is not a requirement for entrepreneurship; it depends on the type of business you want to build
• Seek inspiration outside of social media to avoid comparison and find unique ideas
• Invest in systems that automate processes like onboarding and content creation
• Find trusted sources for help and advice in specific areas of your business

More about Catryce Thompson:

Catryce is a 20-something serial entrepreneur who is currently focused on scaling her small business support agency, Captured Media PNW. She’s based in Seattle, WA, but has worked with creatives and business owners all over the world. As a recovering workaholic, she aspires to help my fellow creatives and business owners reclaim their time while not sacrificing their business' success.

Connect with Catryce Thompson:

• Website: https://capturedmediapnw.com/ 
• Instagram: https://instagram.com/catrycethompson 
• Agency: https://www.instagram.com/capturedmedia.pnw/ 

Resources from this episode:

Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I share my journey from scaling my online business from zero to six figures as a service provider. I break down five key factors that made the most impact on my growth and success. These factors include getting clear on the end goal, nailing the ideal client, diversifying offers, creating content, and getting support from other service providers. I emphasize the importance of taking action, building relationships, and investing in support to achieve business growth.

Takeaways

• Take action and treat your business like a business
• Get clear on your end goal and choose the path that aligns with it
• Nail down your ideal client and focus on their needs
• Diversify your offers to cater to different client needs
• Create content and build relationships with your audience
• Get support from other service providers who understand your business

Take your OBM business to the next level in Alex Porterfield and I’s 5 Month Group Program, Influencer OBM Academy. Join our OPEN HOUSE happening August 19th-21st here: https://influencerobmacademy.com/open-house 

Missed the open house? Join the waitlist here to stay up to date on the latest news: https://influencerobmacademy.com/ 

Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community: The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I chat with Tiffany Scarlett, a CFO and business strategist, about creating consistent income as an entrepreneur. We discuss the top money struggles faced by creative entrepreneurs, including imposter syndrome, losing the ability to serve clients, and inconsistent income months. 

Tiffany shares her approach to helping clients overcome these struggles by creating a strategic money plan. This plan includes building a salary bank, setting goals beyond just money, and aligning financial decisions with long-term plans. By implementing these money solutions, entrepreneurs can achieve financial stability and focus on their creative work.

Takeaways

• Plan for financial stability by determining your desired income and creating a savings buffer.
• Consider your hourly rate and pricing to save time and make strategic decisions.
• Develop a business strategy that includes delegation and outsourcing to focus on CEO tasks.
• Identify CEO tasks that only you can do and delegate the rest to save time and energy.
• Avoid chaos and last-minute decisions by having a clear plan for delegation, marketing, and finances.
• Spend money strategically and track your ROI to make informed decisions.
• Reevaluate your goals and priorities to align with your desired lifestyle and values.
• Recognize the work and investment required behind big income months.
• Plan for scalability and consider your capacity when setting income goals.
• Have a clear money plan to prepare for the unexpected and ensure financial stability.
• Start early with money planning to build a solid foundation for your business.
• Build friendships and connections with like-minded entrepreneurs for support and growth.

More about Tiffany Scarlett:

Tiffany is not your typical CFO. She’s like your marketing strategist + SMM + OBM, but with business money. Say "goodbye" to dreading money tasks and "welcome" to your new era of confident CEO. Creative heart with an MBA, she takes the inconsistent income months and create a consistent salary for you to spend more time creating and less time feeling like an imposter. 

Connect with  Tiffany Scarlett:

• Website: https://misstiffanyscarlett.com/ 
• Instagram: https://www.instagram.com/misstiffanyscarlett/ 

Resources from this episode:

If you stress about inconsistent cash months and would like to know how to build a consistent salary, Tiffany has a free guide for you. Just head over to Tiffany's instagram: misstiffanyscarlett and DM her "CSGUIDE".

If you have a single question that you would like to ask a CFO, Tiffany hosts free coffee chats just to simply answer your questions. Head over to her Instagram and give her a follow!

Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

LinkedIn:

In this episode, I break down a client case study on scaling from 20K months to 100K months. The focus is on the three areas of the business: marketing, sales, and team. I share the importance of setting up systems and processes to support scaling, particularly when transitioning from live launching to an evergreen model. The marketing systems include content creation, DM funnels, and nurturing leads. The sales systems involve automations, personalization, and automated onboarding. The team systems emphasize hiring a client success manager, delegating responsibilities, and documenting processes.

Takeaways

• Setting up systems and processes is crucial for scaling a business.
• Transitioning from live launching to an evergreen model requires a focus on systems and automations.
• Marketing systems include content creation, DM funnels, and nurturing leads.
• Sales systems involve automations, personalization, and automated onboarding.
• Team systems require hiring dedicated support staff, delegating responsibilities, and documenting processes.

Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about  

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, Kayla Moran shares her journey from being a blogger to becoming a lawyer for influencers. She emphasizes the importance of taking the path less traveled and staying true to oneself. Kayla also discusses the challenges of balancing blogging and law school and the need for clarity and avoiding information overload. She highlights the importance of legal help for influencers, including the need for contracts, copyright protection, and trademark registration.

In this conversation, Kayla Moran shares insights on the legal aspects of running an influencer business. She emphasizes the importance of setting expectations and terms in business relationships, similar to building a relationship with clients. Kayla advises influencers to have contracts in place to protect their rights and ensure payment. She also highlights the benefits of having an LLC to separate personal and business assets. Additionally, Kayla discusses the need to legitimize and automate the business, as well as the importance of knowing and protecting your rights and brand. 

Takeaways

• Take the path less traveled and stay true to yourself.
• Balance your passions and prioritize your time.
• Avoid information overload and find clarity in your goals.
• Seek legal help to protect your rights as an influencer. Set clear expectations and terms in business relationships to avoid problems in the future.
• Have contracts in place to protect your rights and ensure payment in brand deals.
• Consider setting up an LLC to separate personal and business assets.
• Legitimize and automate your business to streamline processes and save time.
• Know your rights and protect your brand through trademarks and contracts.

More about Kayla Moran:

Kayla is a Miami-based influencer and lawyer for influencers. She is a 26-year-old entrepreneurial podcast host who is wellness-minded and loves to read, travel, and dance. 

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Connect with Kayla Moran:

• Instagram: https://www.instagram.com/kaylaaamorann 

Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about 

In this episode, I share the importance of creating a systems ecosystem as you grow your business to seven figures and beyond. I explain that a systems ecosystem is the flow of backend processes that support each other and minimize friction in the business. The three main components of a systems ecosystem are marketing, sales, and team. I also chatted about the different stages of business (build, growth, and scale) and explained the focus and importance of systems in each stage.

Takeaways

• A systems ecosystem is the flow of backend processes that support each other and minimize friction in the business.
• The three main components of a systems ecosystem are marketing, sales, and team.
• In the build stage of business, the focus is on staying organized and figuring out what works.
• In the growth stage, systems become essential to handle the increased traction and multiple programs.
• In the scale stage, the focus shifts to creating a clear and intentional customer journey and relying more on the team.
• Creating systems and processes helps delegate and outsource tasks, building trust with the team.

Ready to start building seven figure systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society. 

Join us now: https://www.skool.com/the-systems-society/about

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode of Beyond the Systems, I discuss the five hidden tech gaps that can hinder the scaling of group programs. I emphasize the importance of having proper systems in place to manage client onboarding, community engagement, scheduling, and client tracking. By addressing these gaps, coaches and service providers can create a more efficient and effective group program experience, ultimately leading to better client satisfaction and business growth.

Takeaways

• Scaling requires proper systems in place.
• Many coaches struggle with transitioning from one-on-one to group models.
• Automation can alleviate administrative burdens.
• A messy onboarding process can lead to client dissatisfaction.
• Community management is crucial for group program success.
• Clear expectations in onboarding can reduce overwhelm.
• Shared calendars streamline scheduling for group calls.
• Tracking client progress is essential for scalability.
• Using the right tools can fill tech gaps effectively.
• Continuous improvement is key to successful group programs.

Resources from this episode:

Download the tech stack checklist: https://systemswithsam.com/tech-checklist/ 

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I chat with Pam, an online business manager and email marketer. We discuss Pam's journey in the online space, working with public figures and mission-driven businesses, the importance of trust in client relationships, the role of email marketing in business, tips for effective email marketing, overcoming barriers to starting an email list, balancing creativity and systems, and where to find Pam and her services.

More about Pam Kruusi:

Pam Kruusi is an online business manager and email marketer from Canada dedicated to helping impact-driven businesses and public figures elevate their platforms while staying true to their vision. 

Takeaways: 

• Starting an email list is important for any online business, as it provides a direct and owned channel of communication with your audience.
• Working with public figures and mission-driven businesses requires a different approach, as they often have multiple revenue streams and a need for personalized systems.
• Trust is crucial in client relationships, and being reliable and accountable as an online business manager is key to building that trust.
• Email marketing can be a valuable service to offer, and providing full management and strategy can set you apart from other providers.
• When it comes to email marketing, keeping it conversational and personal can be more effective than using a formal tone, and simple designs often perform better than highly stylized visuals.
• Getting started with email marketing doesn't have to be overwhelming - start with simple, personal emails and find a frequency that works for you.
• Balancing creativity and systems is important for maintaining a sustainable and enjoyable business.
• Pam offers email marketing and online business management services, and can be found on Instagram and Substack.

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Connect with Pam:

• Website: https://www.pamelakruusi.com/email-marketing-management 
• Instagram: https://www.instagram.com/pamelakruusi/ 

Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

In this episode, I discuss the five mistakes people make when creating and launching memberships from a systems perspective. I also share my thoughts and experiences working with clients who have launched memberships, highlighting the behind-the-scenes aspects and profitability of memberships.

Takeaways

• Don't believe that a membership will be a magic fix for your monthly recurring revenue. It takes time and effort to build and grow a successful membership.
• Have a clear transformation or promise for your membership. Make sure members know what they will get out of it and why they should stay month to month.
• Understand the return on investment (ROI) of your membership and how it fits into your customer journey. Consider the lifetime value of a customer and their conversion rate into higher ticket programs.
• Market your membership consistently and treat it as a core offer in your business. Dedicate time and resources to promoting and selling your membership.
• Give your membership time to grow and be prepared for income fluctuations. Memberships are a long-term game and it may take time to see significant results.

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures. 

Download Now: systems-with-sam.ck.page/seven-figure-systems

In this episode, I chat with Rosemarie, a podcast coach and launch strategist, about leveraging podcasts to grow a business and attract dream clients. Rosemarie shares her journey into the online space and how she transitioned from being a virtual assistant to specializing in podcast launches. 

We discuss the benefits of podcasting, including simplifying marketing and content creation, and the power of podcasts in building personal connections with potential clients. Rosemarie emphasizes the importance of setting clear goals and aligning the podcast with the business and target audience. 

Takeaways

• Podcasting simplifies marketing and content creation, making it easier for business owners to attract clients and grow their business.
• Podcasts allow for a deeper connection with the audience, showcasing the host's personality and creating a more authentic and engaging experience.
• When starting a podcast, it is important to set clear goals and align the podcast with the business and target audience.
• Narrowing down the topic and target audience of the podcast can help attract the right listeners and potential clients. Align your podcast content with your offers to provide value and lead listeners to take the next step.
• Get clear on your podcast topic, intention, and audience to attract the right listeners and create engaging content.
• Set up systems for long-term success, such as organizing files and communication channels, to streamline podcast management.
• Batching episodes and staying organized can help save time and reduce overwhelm.
• Maintain alignment with your podcast by regularly reviewing and updating your strategy, and be open to evolving as your business and audience grow.

More about Rosemarie:

Rosemarie is a podcast coach + launch strategist supporting women coaches and service providers to launch profitable podcasts that work for them and their business, especially when they aren’t working. With her proven strategy, clients move from procrastination to finally launching their podcasts, consistently nurturing their audience and attracting their dream clients and paid visibility opportunities in 30 days. No more social media stress – with Rosemarie's proven strategy, you'll spend less time hustling online and more time doing what you love. Rosemarie lives in the UK and in her free time loves to read James Patterson thrillers, beach holidays or binging the latest Netflix series.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Connect with Rosemarie:

• Instagram: https://www.instagram.com/toobusytopodcast/
• Tune in to The Podcast to Amplify Show to learn more about starting and monetising your podcast from day 1: https://the-podcast-to-amplify.captivate.fm/listen 

In this episode, I share the signs that indicate your systems or lack of systems are holding you back. We chat through signs like you can't complete projects, you are avoiding your hot leads, you've tried to hire help and regretted it, you have no idea how long your clients have left in their container, and finally, you are losing passion and forgetting why you started your business. I share my tips for overcoming these hurdles and how you can start to clean up the chaos in your business.  

Takeaways

• Lack of systems can lead to difficulty completing projects and procrastination.
• Automated onboarding and client management systems are crucial for avoiding hot leads.
• Clear expectations and processes are necessary when hiring help.
• Tracking client progress and having systems for client management are important.
• Having foundational systems in place is essential for maintaining passion and enjoying your business.

Check out my SOS Systems VIP Days to get your foundational systems in place ASAP:  https://www.systemswithsam.com/services 

Connect with Sam Whisnant:

• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I chat with Kelsey Knutson, a business coach and former hair salon owner. Kelsey shares her journey from owning a hair salon to building an online business. She emphasizes the importance of radical honesty and clear decision-making in business. 

Kelsey also discusses the common mistakes made by six-figure-plus businesses and the distinction between working in your business and working on your business. Kelsey shares insights on managing multiple podcasts and business responsibilities. She emphasizes the importance of balancing work on and in the business and highlights the need for entrepreneurs to be aware of the season they're in and focus on the tasks that align with their goals. 

More about Kelsey:

Kelsey’s mission in life is to inspire people to take action so they live a life on purpose. Currently, she does that through business coaching and hosting her podcast, Get Shit Done.

Prior to coaching, she had her own hair salon and had found a way to create the income I desired, work with dream clients, and provide only the services she loved, all while maintaining a great work-life balance. She soon realized that a lot of her friends in business did not have the same experience. She eventually started consulting other salon owners in marketing, strategy, and finance. Eventually, she closed my salon to focus 100% on business coaching beyond the beauty industry.

Since starting my coaching business, she has surpassed her salon income and directly helped over 60 entrepreneurs with their businesses. Clients have 3x revenue, pivoted industries, opened new locations, hired their dream team, added in new offerings, launched new businesses, and so much more. 

Takeaways:

• Radical honesty and clear decision-making are crucial for business success.
• Many businesses overlook the basics and focus on higher-level solutions.
• Working in your business involves the money-making tasks, while working on your business involves strategic planning and long-term goals.
• It is important to carve out intentional time to work on your business consistently.
• Systems and processes are essential for business growth and sustainability. Balance work on and in the business to ensure growth and success.
• Theming days and focusing on core tasks can increase productivity and efficiency.
• Simplify systems and focus on one thing at a time to avoid overwhelm.
• Take action and be honest about the season you're in and what your business needs.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Connect with Kesley:

• Instagram: https://www.instagram.com/kelseymarieknutson/
• LinkedIn: https://www.linkedin.com/in/kelseymarieknutson
• Join her free Get Shit Done Club: https://www.facebook.com/groups/getshitdoneclub 

In this episode, I share how a team is a reflection of the CEO and we explore three key areas: energy and vibe, consistency and follow-through, and respect. I emphasize the importance of self-reflection and taking responsibility as a leader. I also discuss the need for clear communication, setting boundaries, and being transparent with the team. The episode concludes with the reminder that the CEO's energy and leadership set the tone for the team culture.

Takeaways

• Your team is a reflection of you as the CEO.
• Take responsibility for your energy, vibe, and consistency as a leader.
• Respect your team's boundaries and time.
• Be transparent with your team, but remember that you are the CEO and not every decision or issue needs to be shared with them.
• Your energy and leadership set the tone for the team culture.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Ready to start building scalable systems in your business? Check out my free guide, Behind the Systems of $100K Months, to see an inside look at what systems you need to scale to seven figures and beyond! 

Download Now: https://systemswithsam.com/100k

In this episode, I chat with Simi Awokoya, a personal brand coach for women in corporate and entrepreneurship, about using LinkedIn to attract income-generating opportunities. Simi shares her journey of using LinkedIn to grow her coaching business and attract clients and other opportunities like speaking engagements and brand collaborations. 

She emphasizes the importance of optimizing your LinkedIn profile as a sales page and leveraging features like the headline, featured section, about section, and recommendations. Simi also addresses the misconception that ideal clients are only on Instagram and explains how LinkedIn offers a level of credibility and a platform to showcase expertise. She provides practical tips for creating content on LinkedIn, including visibility content, educational content, and promotional content. 

Simi Awokoya shares her strategies for using LinkedIn to market and sell services. She discusses the three types of content that are effective on LinkedIn and emphasizes the importance of showcasing your personal brand and infusing your personality into your content. She also addresses mindset blocks around selling on LinkedIn and highlights the power of storytelling. Simi shares her system for creating three months of LinkedIn content in just one hour per week.

More about Simi Awokoya:

Simi Awokoya is a personal brand coach for women in corporate and entrepreneurship. She’s helped 100s of women use their personal brand to attract income-generating opportunities for their business, secure brand collaborations and book coaching and services clients- all by using Linkedin. Her work has been featured in Forbes 30 under 30, Financial Times and the British Prime Minister for her services to women's careers and development.

Takeaways

• LinkedIn can be a powerful platform for attracting income-generating opportunities and clients for your business.
• Optimize your LinkedIn profile as a sales page, using features like the headline, featured section, about section, and recommendations.
• Ideal clients are on LinkedIn, and the platform offers a level of credibility and the ability to showcase expertise.
• Create content on LinkedIn that includes visibility content, educational content, and promotional content.
• Commit to posting consistently on LinkedIn for at least three months to see results. Create three types of content on LinkedIn: visibility content, lead attraction content, and income generation content.
• Showcase your personal brand and infuse your personality into your content.
• Address mindset blocks around selling on LinkedIn and focus on storytelling.
• Use a system to create three months of LinkedIn content in just one hour per week.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

Connect with Simi Awokoya:

• LinkedIn: https://www.linkedin.com/in/simiawokoya/ 
• Instagram: https://www.instagram.com/coachsimi/ 
• Join Well Paid & Fulfilled, Simi's email series sharing entrepreneurship advice for Black women: https://coach-simi.com/email/

Ready to start building scalable systems in your business? Check out my free guide, Behind the Systems of $100K Months, to see an inside look at what systems you need to scale to seven figures and beyond! 

Download Now: https://systemswithsam.com/100k 

In this episode, I discuss the importance of consistency in business and provide steps to improve consistency. I also discuss the need for systems and structure to maintain consistency, especially as a business owner wearing multiple hats. 

The three-step process for creating consistency includes clarity, structure, and systems. I recommend starting with clarity by defining what consistency looks like for the business and setting goals. Then, create a structure and map out processes to ensure tasks are completed consistently. Finally, build systems by implementing tools, automations, and delegating tasks. 

Takeaways: 

• Consistency is crucial in business and requires systems and structure.
• Start with clarity by defining what consistency looks like and setting goals.
• Create a structure by mapping out processes and tasks that need to be done consistently.
• Build systems by implementing tools, automations, and delegating tasks.
• Start with the messiest area of the business and gradually improve systems over time.

Ready to start building scalable systems in your business? Check out my free guide, Behind the Systems of $100K Months, to see an inside look at what systems you need to scale to seven figures and beyond!  

Download Now: https://systemswithsam.com/100k 

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I chat with Jackie Simick, a business mentor and EFT tapping practitioner. Jackie shares her journey from the corporate world to her current business, which combines private equity business acumen with subconscious mindset tools. She explains how EFT tapping works and the importance of healing and facing negative emotions. Jackie also discusses attachment styles in relation to business and provides tips for anxious and avoidant attachment styles. Finally, she shares her systems and processes for consistency and empowerment in her own business.

More about Jackie Simek:

Jackie Simek is a business mentor and OG eft tapping practitioner who helps women who are all in scale to $30k months and beyond sustainably and internally regulated. She’s the creator of the Attachment Style to Your Business Assessment and has helped 100’s of women scale businesses that support a flexible lifestyle and exceed income targets. A former CPA, Jackie leverages her private equity business acumen with her expert subconscious mindset tools to offer 3 programs: Authority, Boss & Icon; as well as Thank You, More Please, a money mindset healing program and private, high-touch Partnership Coaching. 

Takeaways

• EFT tapping is a technique that combines gentle tapping on specific points of the body with focused attention on negative emotions and beliefs. It helps to rewire the brain and release emotional blockages.
• It is important to embrace and heal negative emotions rather than trying to maintain a constant state of high vibes. This allows for a more authentic and grounded approach to personal and business growth.
• Attachment styles, which are typically associated with relationships, can also apply to our relationship with our business. Understanding our attachment style can help us identify patterns and behaviors that may be holding us back.
• For anxious attachment styles, it is important to build in touch points and feedback loops with clients, set boundaries, and learn to trust and empower your team.
• For avoidant attachment styles, it is important to delegate tasks, create systems and processes, and build trust with your team and clients.
• Implementing systems and processes, such as using a Gantt chart for project planning and identifying three non-negotiable tasks each day, can help create consistency and empowerment in your business. Consistency is key in business and personal life. Establishing sustainable systems and daily non-negotiable tasks ensures long-term success
• Measuring data and being responsive to it allows for informed decision-making and system optimization. Regularly assess metrics and make necessary adjustments.
• Building a strong foundation is crucial for business and personal growth. Establishing systems and structures creates a solid base for success.
• Jackie Simek's Authority program helps experts position themselves as authorities in their industry and provides the necessary foundations for growth and success.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

Connect with Jackie Simek:

• Instagram: https://www.instagram.com/jackiesimek/ 

Resources from this episode:

• Attachment Style Quiz: https://bit.ly/BusinessAttachmentStyleQuiz 

In this episode, I walk through two examples of real systems audits that I have done. The first example is an executive coach who needs help with client onboarding systems and sales. The second example is a fitness coach who needs assistance with content creation and inbound leads. I share recommendations for each business, including setting up project management tools, outsourcing tasks, and mapping out client experiences. I also suggest creating urgency in evergreen programs by offering monthly bonuses. You can get your own free Systems Audit as a thank you for listening! Fill out the form linked below.

Takeaways

• Systems audits can help identify areas of improvement and provide recommendations for streamlining business processes.
• Setting up project management tools can help organize tasks and improve efficiency.
• Outsourcing tasks to virtual assistants can free up time for business owners.
• Mapping out client experiences and creating personalized touchpoints can enhance the onboarding process.
• Creating urgency in evergreen programs can increase interest and engagement.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​

Resources from this episode:

• Get a free systems audit! https://portal.systemswithsam.com/public/form/view/64f5b533d4416a003aa9b0d2 

In this episode, I'm breaking down how to move away from a calendar full of 1:1 calls without sacrificing your high level support.

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​
• LinkedIn: https://www.linkedin.com/in/samwhiz/

In this episode, I chat with Alex Davis, a certified public accountant and financial planner, about money blocks and their impact on business growth. We discuss the importance of money and systems in business, the challenges faced by single parents in entrepreneurship, and the influence of money blocks on decision-making. Alex shares tips for overcoming money blocks, including self-reflection and tracking financial data. We also emphasize the need for support in financial management and understanding personal money stories.

More about Alex Davis

Alex is a Certified Public Accountant, Certified Financial Planner professional, and Licensed Life, Health, & Annuity Agent. She is the Founder and CEO of AGA Tax and Consulting Services LLC, a boutique tax and financial coaching firm dedicated to help entrepreneurs build wealth through strategic tax planning and changing their relationship with money.

Takeaways

• Money blocks are beliefs and thoughts that hold you back from achieving your financial goals.
• Self-reflection and understanding your money story can help identify and overcome money blocks.
• Tracking and analyzing financial data is crucial for making strategic decisions in your business.
• Getting support from professionals, such as bookkeepers, can help manage and optimize your finances. Addressing money blocks and exploring the relationship with money is crucial for financial well-being.
• Getting real with your numbers and determining your freedom number can help alleviate financial stress.
• Overcoming scarcity mindset and money worship is essential for enjoying life and being present.
• Strategic tax planning, including maximizing deductions and choosing the right entity for your business, can help minimize tax payments.
• Implementing systems and organization in financial management can streamline processes and reduce stress.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

Connect with Alex Davis:

• Website: http://www.agataxservices.com 
• Instagram: Https://www.instagram.com/alexandriachanel_cpa 

Resources from this episode:

• Find Your Freedom number to operate from a place of confidence and not fear. https://alexcdavis.myflodesk.com/freedom-number-workbook 

In this episode, I share four questions that should be asked before making a big investment. The questions are based on my own experience investing in coaches and programs and the observations of my clients. The first question is whether to hire a coach or a service provider. The second question focuses on clarifying what you want to achieve and taking responsibility for the results. The third question explores whether you are ready to step out of your comfort zone. The fourth question examines whether your business is prepared to scale and handle the desired results. 

Takeaways

• Consider whether you need a coach or a service provider for your business.
• Get clear on what you want to achieve and take responsibility for your results.
• Be ready to step out of your comfort zone and do what it takes to achieve your goals.
• Ensure that your business is set up to scale and handle the desired results.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

In this episode of Beyond the Systems, I interview Sam Chlebowski, the co-founder of Motion.io, about his journey as a tech founder and scaling his previous employer, Brighter Vision, from 250 to 5,000 customers and eventual acquisition and then pivoting into co-founding a Client Portal tool, Motion.io, with two friends. 

We chat about the importance of taking small steps and being intentional in the early stages of building a business. He also discusses the challenges and wins he has faced as a first-time tech founder, including the decision to pivot and rebuild the product. 

He highlights the trends in marketing and client experience, such as the rise of video content and the demand for a digital client experience. We also discuss various tools and automations used in Motion.io and his personal favorite systems and tools he uses in the business. 

More about Sam Chlebowski:

Sam Chlebowski is a fellow systems person. He is the co-founder of Motion.io, an online client portal tool, and he is passionate about helping business owners create scaleable systems that allow them to generate more leads, close more deals, and run their businesses without feeling like they're running out of breath. He is inspired by the firsthand impact he's seen these systems make.

Before Co-founding Motion.io in 2022, Sam led the sales, marketing, and customer success teams at Brighter Vision, helping to scale the web design agency from 250 to nearly 5,000 customers and an eventual acquisition in 2020.

Takeaways:

• Take small steps and be intentional in the early stages of building a business.
• Don't be afraid to pivot and rebuild if it aligns with the needs of your target audience.
• Focus on providing a digital client experience that is transparent, personalized, and streamlined.
• Stay adaptable and responsive to the changing trends and expectations in marketing and client experience.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

Connect with Sam Chlebowski:

• Website: http://motion.io 
• Motion.io Instagram: https://www.instagram.com/motion_dot_io/
• Personal Instagram: https://www.instagram.com/samchlebowski
• Personal LinkedIn: https://www.linkedin.com/in/sam-chlebowski-80041694/

Resources from this episode:

• Try the free trial of Motion.io + save 50% on your first few months with code SYSTEMSWITHSAM. https://app.motion.io/register?_go=systemswithsam. 

Related episodes:

• Listen to My Episode on Motion.io’s Podcast: Designing Growth: https://motion.io/client-onboarding-experience/ 

In this episode, I breakdown how to know who to hire first or next in your business. We chat about the importance of clarity and identifying key tasks to outsource. I also share questions to ask yourself about tasks, such as whether they are CEO tasks or if they directly move the needle forward in your business. Plus, I break down the 6 most common hires and their differences, like a virtual assistant vs online business manager, social media manager vs content assistant, and client success manager vs customer support. 

Takeaways:

• Get clarity on where you need help the most in your business before hiring.
• Ask yourself if a task is a CEO task or if it directly moves the needle forward in your business.
• Consider the technical skill level and budget when hiring.
• Start by hiring an assistant role to practice delegating and stepping into a CEO role.
• Assess if your business is ready to hire and if systems are in place.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

Resources from this episode:

• Want the full training and all the templates you need for hiring? Check out my Your First Hire Starter Kit: https://systemswithsam.thrivecart.com/your-first-hire/ 

Related episodes:

• Do This Before Hiring: https://www.buzzsprout.com/2301226/14470640