Lead Generation, Selling, and Scaling as a Service Provider With Mills Gray [Ep 63]

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

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one 年前前追加した

コンテンツは Samantha Whisnant - Systems Strategist & DFY Agency Owner, Samantha Whisnant - Systems Strategist, and DFY Agency Owner によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Samantha Whisnant - Systems Strategist & DFY Agency Owner, Samantha Whisnant - Systems Strategist, and DFY Agency Owner またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

The So What from BCG

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

約 13 日前18:09

「あとで再生する」

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18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

約 1 年前 34:31

MP3•エピソードのホーム

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/

70 つのエピソード

#Entrepreneur #Business #Samantha Whisnant - Systems Strategist

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

Lead Generation, Selling, and Scaling as a Service Provider With Mills Gray [Ep 63]

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

published 約 1 年前

MP3•エピソードのホーム

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

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.

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

Resources from this episode:

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

More about Mills Gray:

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/

70 つのエピソード

#Entrepreneur #Business #Samantha Whisnant - Systems Strategist

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Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
Bonus Training: Building Revenue-Ready Offers 17:29

約 4 日前17:29

17:29

In this bonus training, I break down what makes an offer truly scalable and how to build an offer suite that supports the lifestyle you want. What You'll Learn: The 5 key elements that make an offer scalable (automated onboarding, systemized delivery, clear boundaries, repeatable processes, and minimal customization) Why automated onboarding is crucial for psychological readiness to scale How to calculate your effective hourly rate for each offer The spectrum of scalability from digital courses to custom 1:1 services Practical steps to identify bottlenecks in your current offers Want support breaking through the bottlenecks in your business? I have a few spots open for my Systems to Scale Audit. It's a 90-minute session where we'll look at your current offers, map out your scaling strategy, and build your custom client journey automation map. You'll walk away knowing exactly what needs to be built for you to scale without working more hours. Book your spot here: https://systemswithsam.com/systems-scale-audit/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
How I'm Saving 5-10 Hours a Week Using AI in My Business [Ep 68] 29:09

約 6 日前29:09

29:09

Episode Description: In this episode of Beyond the Systems podcast, I'm diving into how I've been intentionally using AI in my business for the past six months—and it has completely changed the game! I was super skeptical at first (thinking AI would either take over my job or be useless), but a major mindset shift happened when I started seeing AI not as replacing a person but as enhancing tasks I was already doing. I'm breaking down the three main areas where AI has transformed my processes: content creation, client work, and team management. You'll discover how I went from spending 3-5 hours per week creating content for just Instagram and my podcast to producing twice as much content (Instagram, LinkedIn, multiple weekly emails, podcast, and blog posts) in under 2 hours! I've found that AI works best when you already have established systems and a clear brand voice. That's why I'm sharing exactly how I built my knowledge base in Claude AI, how I repurpose my podcast content across multiple platforms, and why starting with what's already taking up most of your time is the perfect entry point for implementing AI. That moment when I realized I didn't have to choose between consistency and time freedom was game-changing. Now I can maintain my content schedule even during busy client weeks without sacrificing quality or burning out. If you've been curious about practical, realistic ways to incorporate AI into your service-based business, this episode gives you the exact roadmap I've followed to save 5-10 hours every single week! Resources from this episode: 10 AI Podcast Prompts Podcast Systems Blueprint Claude AI (claude.ai) Fathom AI (fathom.video) - AI note-taking tool for Zoom calls Riverside (riverside.fm) - Podcast recording platform with AI features Loom AI - For creating SOPs from video recordings Connect with Sam: Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
Building a True Freedom Business: Why Sometimes You Need to Blow Everything Up to Level Up with Lena Sesardic [Ep 67] 50:04

約 13 日前50:04

50:04

In this week’s episode, I sit down with Lena Sesardic, a business and life mentor who shares her incredible journey of completely transforming her life and business in late 2023. From working in tech as a product manager to becoming an online entrepreneur during COVID, to her latest chapter of "blowing up her life" and moving to Mexico, Lena opens up about the messy middle of pivoting and finding yourself again. We dive deep into what it really looks like to build a true freedom business - not just the highlight reel, but the uncomfortable periods of uncertainty, self-doubt, and reinvention. Lena shares candidly about her experience letting go of a successful coaching business, taking a complete break, and trusting herself to build something new. We discuss how being authentic in your content creation has supported her through multiple business pivots, and why she believes entrepreneurs need to stay adaptable, especially with the rising impact of AI. This conversation is perfect for service providers feeling stuck in their business model or anyone craving permission to evolve their business in alignment with their desires. You'll hear honest insights about: - The reality of major business pivots and how to navigate the uncertainty - Why authenticity in content creation matters more than ever - The importance of allowing yourself grace while still maintaining forward momentum - How AI is reshaping the online business landscape and why staying adaptable is crucial - Building a diverse income stream and thinking beyond traditional online business models Resources from this episode: Please note any resources that need to be shared in the show notes. More about Lena Sesardic: Lena is a freedom business & life mentor who is on a mission to show women that's it's safe and GOOD for them to put their full selves out there by going first. She lives & breathes authentic content that speaks straight from your soul and loves to empower women to make bold AF moves that attract dream clients & create their dream life. Connect with Lena Sesardic: Website: http://www.lenasesardic.com Instagram: @contently_lena Tiktok: @contently_lena LinkedIn: https://www.linkedin.com/in/lenasesardic/ Connect with Sam: Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
The Essential Tech Stack for Your First $15K Month [Ep 66] 25:33

約 20 日前25:33

25:33

Episode Description: In this episode, I break down why your tech stack might be simpler than you think. Whether you're currently running your business straight from your inbox or drowning in a sea of disconnected tools, I'll show you how to build the essential foundation you actually need. I share the real talk about why the transition from $5k to $15k months is such a crucial turning point in your business systems. Most entrepreneurs I work with hit this wall around $8-10k months - that's when you realize manually managing everything isn't sustainable anymore, but you also don't need 40 different tools to scale. You'll learn: Why more tools doesn't equal better systems (and when to keep it simple vs. when to upgrade) The four core tech foundations every $15k month business needs How to avoid the common mistake of choosing tech before having systems in place My grocery store analogy for tech shopping (because we've all made the mistake of shopping hungry without a list!) Plus, I get real about why revenue can be a helpful indicator of your systems needs - not because of the money itself, but because it tells me how much you've got on your plate and whether you're ready to refine your processes. Resources from this episode: Free Tech Stack Checklist Connect with Sam: Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
The Evolution of Quiz Marketing: Why Fun Quizzes Are Dead and What's Working in 2025 with Josh Hayman, Co-Founder of Interact [Ep 65] 46:28

約 27 日前46:28

46:28

In this episode of Beyond the Systems, I interview Josh Haynam, co-founder and CEO of Try Interact, a platform for creating quizzes. We explore how quizzes have evolved from simple personality tests to powerful tools for meaningful customer engagement. Josh shares how the quiz landscape dramatically shifted in 2024, moving away from viral "what shrimp are you?" style quizzes to more intentional, value-driven experiences that help solve specific problems. Some key moments from the episode: "Things change slowly and then all at once" - Josh perfectly captures how quiz marketing transformed in 2024. The days of 5-question viral Buzzfeed-style quizzes are over. Today's successful quizzes create personalized journeys through your content and expertise. Josh breaks down an excellent example of a modern quiz - an English language assessment with 13 thoughtfully crafted questions that demonstrates the creator's expertise while mapping to specific pain points. Each result delivers a customized content journey addressing the quiz-taker's exact needs. When asked whether quiz creators should focus on being positive/affirming or pointing out what's wrong, Josh reveals that in 2025, people overwhelmingly want quizzes to identify their problems first. As he notes, "If you don't start by acknowledging that something is off, I'm not going to listen to you." The conversation dives deep into the psychology of asking questions and why many businesses overcomplicate quiz creation instead of simply recreating their most helpful customer conversations. For business owners considering adding quizzes to their marketing mix, Josh emphasizes that successful quizzes sit at the intersection of three elements: a compelling topic (like personality or spirituality), personal relevance to the individual taking it, and a clear connection to your business offerings. Together we discuss the rise of branching logic quizzes - while they require more backend work (sometimes mapping out 128 different possible outcomes!), they deliver an almost magical experience where just 4-5 targeted questions can lead to pinpoint accurate results. As Josh shares, nothing beats personal conversations for conversion rates. Only turn to automation tools like quizzes when you've had enough customer interactions to truly understand the journey. This episode is perfect for business owners looking to understand how quizzes can create meaningful connections with their audience while delivering real value. Josh's conversation provides both strategic insights and practical tips for creating quizzes that resonate in 2025's more intentional digital landscape. Resources from this episode: TryInteract: https://get.tryinteract.com/systemswithsam if you sign up free you can get a free quiz strategy call More about Josh Haynam: The co-founder and CEO at Interact, a software for creating list building quizzes. Since co-founding the company in 2013, Josh has worked with the world's leading brands on quizzes ranging across every industry and use-case imaginable. Connect with Josh Haynam: Website: http://tryinteract.com Instagram: instagram.com/tryinteract LinkedIn: linkedin.com/in/jhaynam Connect with Sam: Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
Building SOPs That Actually Work [Ep 64] 25:21

5 weeks前25:21

25:21

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 Podcast | Business Systems & Growth Strategies For Your Online Business

1
Lead Generation, Selling, and Scaling as a Service Provider With Mills Gray [Ep 63] 34:31

6 weeks前34:31

34:31

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/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
Systems Audit: Managing 20+ 1:1 Clients in a Google Sheet [Ep 62] 19:05

7 weeks前19:05

19:05

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/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
Mastering Memberships: Strategies for Growth with Madison Tinder [Ep 61] 36:50

8 weeks前36:50

36:50

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

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
The 5 Hidden Tech Gaps Preventing Your Group Program from Scaling [Ep 60] 27:38

9 weeks前27:38

27:38

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/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
How to Structure Your Offers to Have Less 1:1 Calls [Ep 59] 20:48

12 weeks前20:48

20:48

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/

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
Paying Yourself, Saving Smart, and Tackling Business Debt with Gina Knox [Ep 58] 46:49

12 weeks前46:49

46:49

In this episode, Gina Knox shares her journey from a background in design to becoming a financial coach for entrepreneurs. Gina discusses the importance of strong financial foundations for small businesses, the common pitfalls entrepreneurs face, and the significance of tracking financial data to ensure profitability. She emphasizes the need to focus on current problems rather than future uncertainties and provides actionable advice for separating personal and business finances. She shares her insights on managing business finances effectively. She emphasizes the importance of separating personal and business finances, maintaining a structured approach to working capital, and understanding the roles of gross profit in business operations. Gina also discusses the significance of having efficient systems in place to manage clients and automate processes, highlighting the use of technology like Airtable to streamline operations. The conversation serves as a guide for entrepreneurs looking to improve their financial management and operational efficiency. Takeaways Finances can be overwhelming for entrepreneurs. Tracking financial data is crucial for business success. Many entrepreneurs ignore their financial data, missing out on potential profits. Sales alone is not a sustainable business plan. It's important to solve current problems rather than future uncertainties. Separate business and personal finances to avoid complications. Successful businesses track their expenses and ROI on marketing strategies. Understanding your financial data can lead to better decision-making. Coaching can be a powerful tool for entrepreneurs to improve their financial literacy. Gina has helped her clients save millions and build wealth portfolios. Don't open too many bank accounts; keep it simple. Working capital should be used and replenished constantly. Save for taxes monthly to avoid last-minute scrambles. Pay yourself consistently as if you were an employee. Your gross profit must cover taxes, personal pay, and debt repayment. Evaluate your expenses regularly to identify what's not working. Consider your offers as full-time and part-time jobs for better focus. Buffering in business indicates unresolved problems. Automate client management to reduce overwhelm. Use technology to track client data and improve efficiency. More about Gina Knox: Gina Knox is a financial coach for entrepreneurs with variable income and the host of the Small Business, Big Money Podcast. She teaches entrepreneurs how to create strong business foundations by paying off business debt while saving for taxes and paying themselves well in her 12 month program Small Business Money School, then she helps her clients create a 7 figure wealth portfolio with her mastermind 7 Figure Wealth. Over her career as a coach Gina has helped her clients save over 8 million dollars in their businesses, and build wealth portfolios worth over 14 million dollars. Before becoming a money coach, Gina was a small business researcher for QuickBooks for 5 years where she investigated the books of over 400 companies globally. Connect with Gina Knox: Website: http://ginaknox.co Instagram: instagram.com/ginaknox Resources from this episode: http://www.instagram.com/ginaknox https://ginaknox.co/podcast https://ginaknox.co/speaking https://ginaknox.co/email-list 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/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
Bite Size Systems: How to Take Time Off for The Holidays [Ep 57] 12:50

13 weeks前12:50

12:50

In this Bite Size Systems episode, I’m sharing how I’m taking taking time for the holidays and the two key pieces to think about when planning your holidays. Connect with Sam: Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
Why Your $10K Systems Break at $50K (And How to Fix Them) [Ep 56] 29:57

13 weeks前29:57

29:57

In this episode of the Beyond the Systems podcast, I discuss the challenges of scaling a business beyond 10K months. I emphasize the importance of having effective systems in place to support growth and share insights on identifying when systems are breaking. I outline three critical shifts needed for scaling success: enhancing client experience, optimizing the tech stack, and building a lean team. The episode concludes with an invitation for listeners to engage in a systems audit to identify gaps in their processes. Takeaways Your systems may be holding you back from growth. The transition from 10K to 50K months requires refined systems. Automated onboarding is crucial for scaling. A jumbled tech stack can hinder your business operations. Client experience should remain consistent as you grow. You need to document processes for team efficiency. Identify where you are leaking money in your systems. Personal touches can enhance automated processes. A lean team can be more effective with clear documentation. Prepare your business for growth before it happens. Resources from this episode: Systems Scale Audit: https://systemswithsam.com/systems-scale-audit/ 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/…

Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

1
Bite Size Systems: Feeling The End of Year Overwhelm? Do this. [Ep 55] 11:41

14 weeks前11:41

11:41

Feeling the end of the year overwhelm? Here’s what you can do today to help you prioritize and get shit done. Connect with Sam: Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business « » Lead Generation, Selling, and Scaling as a Service Provider With Mills Gray [Ep 63]

Lead Generation, Selling, and Scaling as a Service Provider With Mills Gray [Ep 63]

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business « »
Lead Generation, Selling, and Scaling as a Service Provider With Mills Gray [Ep 63]