BẢN CHÉP ÂM THANH 🔗
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Hey there and welcome to Conversations Worth Your While.
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It is the show that helps you to discover what's uniquely yours, to trust what you know, and to do the thing that you're here to do.
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I'm Linda Booker bringing you conversations with HeartLed Experts where I ask the questions you're thinking about and sometimes the one you haven't thought to ask.
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And together we explore fresh perspectives, we change the way we think, we uncover new possibilities that inspire you to grow, to take action, and to create a life that's truly yours.
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Today we're exploring a practical 90-day plan to simplify business development.
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And this conversation's worth your while if you're running a business on your own, doing great work for your clients all week, and you feel kind of weird about selling yourself.
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So being visible and growing the business, those activities keep landing at the bottom of the list.
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And then before you know it, you've hit a plateau or even your business starts shrinking a little.
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So I'm Linda Booker, and I believe there's something uniquely yours to discover, create, contribute, or pursue.
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And sometimes all it takes is a fresh perspective to see what's possible.
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Through my coaching and this podcast, I guide people to discover what they really truly want, to trust themselves enough to go after it, and to move beyond whatever's been holding them back.
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So if you're ready to explore what's possible for you, I'd love to connect.
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You can find me at lyndabooker.com where you can begin doing the thing you're here to do.
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So once again, today's topic of conversation is a practical 90-day plan to simplify business development.
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And today I have the pleasure of being joined by Connie Whitesell of Scattered to Streamlined.
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I mean, I just love the name of your company, Connie.
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Scattered to Streamlined.
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Fabulous.
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So Connie's been right where all of us have been as uh solopreneurs, um, building a solo business on your own, right?
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So um she has moved well beyond that.
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And Connie is really great at spotting the gaps that keep established service providers working way too hard for what they earn.
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And then um she walks aside them while she helps them to grow a more profitable business, profitable business and still have more time for the life that they love.
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So fabulous.
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Load full transcript
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So, Connie, thank you so much for being here.
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Oh, it's my pleasure.
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Thank you for that lovely introduction.
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You're welcome.
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Um, I'd like you, if you would please, to tell our audience a little bit more about what you do and who you serve.
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Absolutely.
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Uh so I work primarily with solo service providers.
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So people who hold positions like consultants or advisors, coaches, uh attorneys, whatever it might be, where they're solo in their business providing a professional service.
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Uh, I've been doing this for about 15 years.
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And you mentioned having done this before, having lived this before, right?
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So before, so I've been doing this coaching and business growth strategist uh work for about 15 years, but before that, I had an HR consulting business for about 15 years.
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And I was the first one in my family to be at all uh entrepreneurial.
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So I starting that out felt um felt difficult and felt kind of lonely, right?
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So I had had a business coach who had helped me uh grow that business and I learned so much about business development.
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And I learned so much about what I didn't know that I thought I knew about business development.
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So when I decided to make a change, when I sold that business and decided to make a change, I thought, you know, I really want to help others in that way.
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I want to help other solo business owners learn.
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Uh, often, often we don't know what we don't know.
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So helping them raise that awareness of perhaps things that they weren't aware of, things that could really help them in their business development.
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So went through into intensive coach training and I business background educationally and and work-wise had always been in my background.
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So it was a combination of all of that that I brought together to start working with those solopreneurs to, as you said, help them uh grow fulfilling and prof and profitable businesses faster.
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Yeah.
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Well, I love that you brought up that we don't know what we don't know.
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So many business owners, we have an area of expertise and we know our area of expertise.
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That does not mean we know business, and it's so overwhelming.
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Now, when I became a coach, I left the corporate world, I was there like 27 years, and I became a coach, and I'm like, oh, I I know
business.
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I've done, well, I was a computer programmer, then I was in a marketing department, I did a bunch of financial analysis, so I knew finance, I was a project manager.
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Like, I'm like, I've grabbed, I've been around the block.
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I have a master's in business, I have an MBA.
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This is gonna be a piece of cake starting this business, this little I I know business.
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So I know my expertise as a coach and I know business.
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Well, lo and behold, I didn't know business as a solopreneur in a um industry that is, you know, like um mental fitness, well, you know, wellness, um, a soft thing like that, right?
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So it, you know, I'm in a whole, I'm in the holistic, more, more of a holistic place.
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And I'm like, how wait a minute.
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And so I tried all these things, the way a big corporation would do them, because that's what was how I was trained in in school in my master's degree.
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That's how I was trained, working for the corporations.
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And what that did is this eagle vision was like, I can't do all that because I knew it, because I knew it needed to be done, but I didn't understand how could I do this as a solopreneur?
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I'm sure you have a lot of you work with a lot of solopreneurs, are just like, can one person even do all this?
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Right?
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It's like, and and what and if they don't have a business background, wait, what needs to be done?
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I have to do wait, what is bookkeeping?
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You know, like what yes, marketing in today's world, which is so different.
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I worked in the marketing department for 14 years.
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You think I know marketing, not social media marketing, it didn't exist back then, right?
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So crazy.
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I I completely agree with you.
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And one of the big differences you talked about marketing, because yeah, you would think that would be so so helpful in starting up a new business.
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But what you probably hadn't done before was have to sell yourself, right?
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You were marketing an organization or a department or a particular product that wasn't specifically yours.
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And I think a lot of solopreneurs struggle with that.
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Many of my clients come from the corporate world and then they decide they want to follow a passion on their own as a business owner, and all of a sudden they can feel a little stuck, like, oh, this feels really uncomfortable now, having to and in air quotes, sell myself, right?
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I don't want to do that.
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And so much of it is related to the work that you do, Linda, in terms of um shifting mindset, right?
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And embracing that this is not about selling yourself.
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This is about really embracing that you provide a very valuable service to others, incredibly value, valuable and often to the point of who are you not to share?
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The wonderful gift that you have and the work that you do.
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So sometimes it's just that shift.
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But uh yeah, related to what you said, I think I absolutely agree with you.
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There's a huge shift there.
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Plus, there are a lot of things about businesses that apply differently for a solo business than they did for a corporation.
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So if you knew about all of the finance side of the corporation, it's going to be a completely different story as a business owner.
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Operationally, you'll need different systems, different technologies, and trying to figure all that out on your own can be overwhelming.
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Yeah, it really can.
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Um, I know, like when I work with new coaches, I love to work with new coaches and I help them bridge that gap between expertise and entrepreneur, not build the business.
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That's where I would send them to you in a heartbeat, Connie.
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But like to identify like what is uniquely mine.
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And that's really where that starts.
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Because if you don't know what's uniquely yours, you start thinking, you're I have to sell me and compete with all the other people in my sector.
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And you don't have to compete because it is uniquely yours.
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Yes.
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And so part of this mindset is is the what's the discover.
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I have like three pillars that I do, everything falls under.
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Discover it, own it, and do it.
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So this is the discover, discover what is mine uniquely.
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And I and when it comes to marketing, that's your your differentiation, right?
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And so um having an expert to even help you with that differentiation is is huge.
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And this is the discover phase.
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Then the own it phase is so much mindset.
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Like, wait, who am I to do this big thing?
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Who can I do it better, faster, stronger?
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Do I have to do it better, faster,
stronger?
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Do I have to do it just differently according to my unique gifts?
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And I love that you pointed out, and I always use my little Spider-Man reference with great power comes great responsibility.
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When you've been given a vision entrusted to you by the universe, and you've been given the gifts and the experience and the inner wisdom to give it, it's your responsibility to get it out there, which means it's your responsibility to get the obstacles out of the way.
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And that's part of the do-it pillar.
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Get out, get those obstacles out of the way.
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Love that.
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Yeah.
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Okay.
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So, all right, so let's talk about um visibility.
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That's a that's a big thing.
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People like if you if you're not being visible, if people don't know you're there and know what you uniquely provide, they won't find you and they can't hire you.
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And if they even do perchance find you and you have trouble test selling yourself because you believe you have to sell yourself.
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I have air quotes, everyone who's just listening on a podcast.
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Sell yourselves in air quotes because Connie already mentioned that it's not about selling yourself.
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So what happens then is your your business can start to like dry up, shrivel up, and then you start to what that does is that starts to trigger your feelings of unworthiness.
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See, I don't have what it takes anyway to create to build this business.
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Absolutely.
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Yeah.
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So what do you um like let's talk about how can we take this big thing that's so overwhelming to everyone, right?
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And especially I know we're gonna talk about in 90 days.
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Like what are the what what are the big the big things that we have to like put to the side and what are the things that we need to focus on?
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Okay, okay.
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Um, I love that.
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And I just want to mention one other scenario too, because we talked about solopreneurs that have difficulty selling themselves.
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I also see scenarios quite a bit where people they they get into their business, they start their business, they're really good at what they do, and and they do reach a certain level of success, right?
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They do have connections, they they get the business up and going.
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But often what also happens is they get almost get so successful right up front that they've got too much happening with the client service, they're really busy with work, and then they no longer focus on any marketing activities.
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And it's really hard to shift their time so that they're they're doing both.
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Maintaining that balance can be really difficult.
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So, what we're going to talk about can help people in either situation, either where you're just feeling like, ah, I don't have time to market.
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And if I did, I wouldn't know what to do anyway.
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And those people that have kind of the mindset issue of, oh, I don't want to be pushy with people and getting myself out there.
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Right.
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I love that you brought that up, that there's this this other piece because as we grow, we hit ceilings, and the ceilings have to do with our own capacity.
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Yes, and there's different things depending on which ceiling you're you're hitting.
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When you're working on a bunch of busy stuff, you're hitting a time capacity, but nothing's really moving because you're busy, busy, busy, and mostly because you're avoiding the thing that would make moves for your business.
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But then this other scenario that you talk about, you're you're making the moves, you're making the moves, and all of a sudden you get so much business and you realize I can't handle all of this on my own.
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So the solution's different depending on which ceiling that you're hitting.
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And that's part of your expertise is knowing what strategy to do and when, so that you can avoid hitting these ceilings as your business grows as well, correct?
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Absolutely.
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Absolutely.
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Because what it inevitably happens in that situation where you are overwhelmed is the projects or the client work, it does at some point come to an end.
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It does slow down, and then you find yourself thinking, oh, what am I doing next?
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And then you put your foot on the gas as fast as you can to get the word out there.
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Um, but ultimately for both sets of people, I believe there's and I work with my clients on a regular basis to develop a really simple process around their marketing.
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I think it can also be really overwhelming.
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We're inundated with so many messages about what we should be doing in our marketing, right?
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We need to be on the latest social media platform, or uh yeah, we should be blogging on Substack, or oh, you don't have a podcast yet, right?
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The when you think about the
possibilities for marketing, everywhere from in-person networking to online to speaking and teaching, even the activities themselves can be can put a stop to things because it feels overwhelming.
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So in in my process, the first thing that we look at is we narrow down those activities.
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And it's actually a pretty easy way to do that.
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And there's a simple exercise that I give to people, and I I'm I'm I'm still kind of blown away how people are kind of surprised, like, oh you know, I didn't think to do this.
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And so this is going to sound very obvious to you, but what I find is a lot of people don't do this.
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And what this involves is, and again, this is for established businesses, whether you've been in business a year or 20 years, just take a look at create a list of your last 10 to 20 clients and simply look at how did they find out about you in the first place.
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And then what led them to the decision to purchase whatever service or product it is from you because your last 10 clients are going to tell you exactly what you need to do moving forward.
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So I have uh a couple of clients where they are entirely, they've been almost like 80% of their work has come because people have found them online.
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I have other clients that have very relationship-based businesses where um networking and having coffee chats with people and really focusing on the relationship development is so important.
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Other clients have gotten the majority of their clients from speaking opportunities.
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It's individual to each person in each business.
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But if you take that time and just create that list, that's going to tell you right away what works.
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And it also often provides opportunities because sometimes you're looking at people that are past clients and you think, oh, you know, I never even mentioned to them that I have this new service that could really benefit them.
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So it also opens the eyes to, oh my goodness, I need to reach out to these people because they're your biggest fans already.
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They've already worked with you and purchased from you.
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So it goes both ways.
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It can bring clients very quickly and it can tell you exactly those activities to focus on.
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Well, that okay, so I absolutely love what you brought up.
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Um, first of all, I love and I tell every single client this all the time.
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Emulate what works.
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Stop trying to fix something that's broken until you recognize what does work.
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Because when I say, like, you know, we're doing business in a way that's uniquely ours, right?
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We're given our unique gifts to the world.
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The how we're doing it is just as unique.
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What works for you doesn't work for me, and vice versa, there's no one size fits all.
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So we're when we're if when you emulate what works, so why what works and why?
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And how might I take that and you do that over here, right?
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In another way.
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So that's one huge thing that you just mentioned.
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And the second thing is when you look at your past customers, like we tend to ignore them, like who's next, who's next, who's next?
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But the past customers trust you already because you they have already worked with you, right?
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So as a business owner, they already trust you.
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They are most likely going to recommend you because they trust you and they got results.
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And so when we're thinking of, I got to network forward, like um, instead of networking forward, thinking about nurturing the relationships we already have.
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We don't need 10,000 followers to grow our business.
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We need to nurture the relationships we have because especially for solopreneurs, right?
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Yes, exactly.
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We only have so much time, we can't do everything.
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Exactly.
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Yeah, no, those are those are super good points, and I I completely agree with what you said.
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So then do you want to talk about next step after that?
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Yes.
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Okay.
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So you figured out you what's risen to the top is probably one to three activities to focus on.
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And I recommend to my clients, at least for the next 90 days, if generating revenue is really important to you, forget the rest.
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Don't worry about the other activities.
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You can test something out later.
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But for now, when revenue is a is a priority, focus on those activities.
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So, and then identify what you can realistically commit to.
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Because often we'll talk about uh, you know, something that we're going to do marketing-wise, and and we think, oh, you know, no problem at all.
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I, boy, I can go to three networking events a week.
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I can, you know, I'll have a goal of 10 conversations a week.
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I work a lot with financial advisors and they have this average metric that they need to have 10 conversations a week.
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And to me, as a solo business owner, that can be super overwhelming.
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I mean, when do you and and of course for them, they have a system, they're working with different levels of people and they they figure out a way to work.
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But for your average solopreneur, that's overwhelming.
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So I really focus in on what you can realistically commit to, and even think about on your worst week, you know, when's when an unexpected emergency comes up, whether it's professionally or personally, what can you handle and start with that minimum?
00:19:16.480 --> 00:19:39.519
So for some people, using those examples that I provided, if uh relationship development is a big thing and really people need to trust you and get to know you, um, maybe it is going to one networking event a week or three a month, and then maybe it's setting a goal of two conversations a week, whatever that is, something you can commit to.
00:19:39.519 --> 00:19:46.000
For people who do get their business primarily from online work, right?
00:19:46.000 --> 00:19:52.640
If people find you online, all right, how can you make sure that your Google Business profile is regularly updated?
00:19:52.640 --> 00:20:00.559
How do you make sure that your website is not only uh search engine optimized, but now we have AEO, right?
00:20:00.559 --> 00:20:07.279
So that and and GEO, so that as people are searching differently using AI, that they're finding you too.
00:20:07.279 --> 00:20:09.599
What ways can you improve things?
00:20:09.599 --> 00:20:14.640
Or if it that other example I gave, if it's a speaking opportunity, right?
00:20:14.640 --> 00:20:23.200
How much time can you just commit during the week to researching opportunities for speaking and then outreach to people, right?
00:20:23.200 --> 00:20:25.039
And and the work that's involved with that.
00:20:25.039 --> 00:20:28.160
Sometimes it's a commitment for a certain amount of time.
00:20:28.160 --> 00:20:36.160
So you have the commitment, you have the activities, you've determined your level of commitment, and then get it on the calendar.
00:20:36.160 --> 00:20:49.599
Block the time and treat that time as if you are meeting with your most important client or your most important prospect because you are a level more important than that.
00:20:49.599 --> 00:20:50.799
This is your business.
00:20:50.799 --> 00:20:53.759
So really keep that time sacred.
00:20:53.759 --> 00:20:56.640
And then I'm a big fan of tracking.
00:20:56.640 --> 00:21:06.640
I have uh I'm I'm always I'm I I love technology, but for me, I have a handwritten tracker where I just track throughout the day every day when I have a conversation.
00:21:06.640 --> 00:21:08.559
Did I make an offer for service?
00:21:08.559 --> 00:21:15.839
Did I, whatever those activities are, tracking those, and then just making sure that I'm keeping up with the commitment that I made.
00:21:15.839 --> 00:21:19.359
Those they they're such simple steps, right, Linda?
00:21:19.359 --> 00:21:26.880
But so often people are get there's so many distractions in this world, and it's easy to get pulled away.
00:21:26.880 --> 00:21:35.440
But with consistency, especially over 90 days, I my clients always, always, always, always see results.
00:21:35.440 --> 00:21:38.880
And I do myself personally, because sometimes I get I drift away too.
00:21:38.880 --> 00:21:42.480
But when I come back to this process, works every time.
00:21:42.720 --> 00:21:43.200
Right.
00:21:43.200 --> 00:21:45.359
Well, thank you for outlining that.
00:21:45.359 --> 00:21:46.480
It's so clear.
00:21:46.480 --> 00:21:51.440
Um, and um, and it and you already, you know, can say that it works.
00:21:51.440 --> 00:21:53.759
You know it works, works for you, works for your clients.
00:21:53.759 --> 00:21:55.839
Um, I like to talk about the obstacles.
00:21:55.839 --> 00:21:57.839
So, what's in the way of doing these things?
00:21:57.839 --> 00:22:05.920
So, first of all, um Sometimes, uh, like you say, so people might overcommit.
00:22:05.920 --> 00:22:08.319
For someone like me, I'm a scanner.
00:22:08.319 --> 00:22:10.880
And if I don't like it, I'm not gonna do it.
00:22:10.880 --> 00:22:21.119
So if and and because I am attraction based, my attention and focus goes on what pulls me, and that's just how I'm wired.
00:22:21.119 --> 00:22:27.759
So knowing how I'm wired can help me to say, how could I take these beautiful steps that Connie gave me?
00:22:27.759 --> 00:22:32.559
Um, so first of all, identifying what I can realistically commit to.
00:22:32.559 --> 00:22:35.359
So I will commit to things that light me up.
00:22:35.359 --> 00:22:36.960
So I have to know that.
00:22:36.960 --> 00:22:50.880
So that means when I'm making my list of activities, even though these are the things that might all move my business forward or whatever in whatever goal I've chosen for the next 90 days, which one of them do I know I'm actually gonna do?
00:22:50.880 --> 00:22:51.440
Right.
00:22:51.440 --> 00:22:58.880
So that's my that's where I would take your step and say, make it fit me and how I naturally am wired.
00:22:58.880 --> 00:23:00.480
Um, because I know myself.
00:23:00.480 --> 00:23:04.799
And it's funny, like someone said I should, I won't write a book because I'm a talker, not a writer.
00:23:04.799 --> 00:23:07.440
But if I wrote a book, I it should be called The Lazy Entrepreneur.
00:23:07.440 --> 00:23:12.640
And it's really not about being lazy, it's really about honoring how you do what you do, your MO.
00:23:12.640 --> 00:23:16.640
And you know, and I'm very um nectar-based.
00:23:16.640 --> 00:23:17.680
Where's the nectar in it?
00:23:17.680 --> 00:23:19.920
For me, if there's nectar, I will stay focused.
00:23:19.920 --> 00:23:23.759
Like I I will I forget to get out of my chair.
00:23:23.759 --> 00:23:27.839
And my husband's like, Linda, you need to get up and move your body, you know.
00:23:28.079 --> 00:23:32.880
So um and and think about this, because this is the beauty of the system.
00:23:32.880 --> 00:23:40.960
If the majority of your past clients came from a particular activity that you did, that probably was an activity that lit you up.
00:23:40.960 --> 00:23:41.519
Exactly.
00:23:41.519 --> 00:23:48.799
Exactly was focused on the person that you most enjoy working with and who enjoys working with you.
00:23:48.799 --> 00:23:58.000
So as a result of that, I think I think the activities you come up with are going to be pretty well aligned with you and your personality and your energy.
00:23:58.240 --> 00:23:59.359
Yes, exactly.
00:23:59.359 --> 00:24:08.480
But then sometimes these activities moving forward, like when you're saying, um, like, yes, I know, you know, if it's gonna be networking relationships, I know it's gonna work for me.
00:24:08.480 --> 00:24:14.880
Um, I like, but then there's some activities that I'm like, well, I don't know if they work because I've never done them.
00:24:14.880 --> 00:24:20.240
But in today's world, like getting my website optimized, you know, like that's a that's a thing.
00:24:20.240 --> 00:24:31.519
But that's an activity that I know I'm not gonna want to go down that rabbit hole because it will pull a week away from my time of doing something else.
00:24:31.519 --> 00:24:48.319
Um, and so that's something where I would consider like, okay, I'm gonna have someone else do that because I can see the benefit, even though it's not an emulate what's working, or it's not an activity I identify with that's always that my clients have used to, you know, or that I that's brought me more business in the past.
00:24:48.319 --> 00:24:50.880
Um, so there's gonna be some things like that.
00:24:50.880 --> 00:24:56.640
And it doesn't mean I can't focus on them, it just means I'm gonna need a helper to focus on that.
00:24:56.640 --> 00:24:58.559
So I still might put that on my list.
00:24:58.559 --> 00:25:00.720
And then the block the time.
00:25:00.720 --> 00:25:09.119
I remember I taught, I taught a um, I did a webinar once called Time Management for people who've taken all the other time management classes and it's still not working.
00:25:09.359 --> 00:25:10.079
It's awesome.
00:25:10.559 --> 00:25:11.119
I love it.
00:25:11.119 --> 00:25:13.599
Like you're here today because all this, right?
00:25:13.599 --> 00:25:25.920
And the and it's because there's more than just like I love the time blocking, but I am such an easy boss that I'll be if I'm engaged in something else, I will not honor that you're gonna work on this at this time.
00:25:25.920 --> 00:25:29.920
I've I mean, I've been in business 17 years, I know this about myself.
00:25:29.920 --> 00:25:35.599
So, so um I think of it as as um energy and focus.
00:25:35.599 --> 00:25:38.480
So, how can I like when's my energy best?
00:25:38.480 --> 00:25:39.440
When am right?
00:25:39.440 --> 00:25:46.079
So instead of like, oh, I'm gonna do this at from 10 to 12 today, I'm like, no, I'm probably still gonna be sipping a cup of coffee at 10 o'clock.
00:25:46.079 --> 00:25:46.640
Who am I kidding?
00:25:46.640 --> 00:25:48.000
I'm gonna be working at 10 o'clock.
00:25:48.000 --> 00:25:50.240
I know this about myself, you know.
00:25:50.240 --> 00:25:58.720
Um, and and then so I time blocking doesn't work for me, but what does work for me is three things I know I'm gonna do today.
00:25:58.720 --> 00:26:03.920
I'm not gonna limit myself as to one because freedom is such a high value for me.
00:26:03.920 --> 00:26:08.160
And squishing up my schedule makes me feel confined and tethered.
00:26:08.160 --> 00:26:14.000
And so if I just have three things and I don't time block them, I'm more likely to get them done.
00:26:14.000 --> 00:26:18.240
Um, especially if I can, you know, wrap them into like, how can I make them better?
00:26:18.240 --> 00:26:19.680
How can I better it, you know?
00:26:19.680 --> 00:26:23.200
So um, and then tracking, oh, I'm so bad.
00:26:23.200 --> 00:26:24.880
I recognize it needs to be done.
00:26:24.880 --> 00:26:31.200
I want someone else to do that because we're more likely to do the things we love than to do the things we don't love.
00:26:31.200 --> 00:26:33.920
And that's where we want to have some help.
00:26:33.920 --> 00:26:39.119
AI can be our best helper now if we can just learn how to use it a little better to do the tracking.
00:26:39.119 --> 00:26:45.759
Like, okay, every Monday I want you to go and look at all my social medias and tell me, you show me.
00:26:45.759 --> 00:26:48.559
I don't have to go there and pull up the numbers and do the math.
00:26:48.559 --> 00:26:57.200
You show me, you give me a report now that we have AI, so much easier to track if we can just learn how to do that real quickly and just set it and forget it.
00:26:57.200 --> 00:27:02.400
So, so I wanted to just look at each of your steps and let people know if they're like, Yeah, that won't work for me.
00:27:02.400 --> 00:27:03.359
Yes, it will.
00:27:03.359 --> 00:27:08.160
Here's the way a scanner would use this, your, your, your um process.
00:27:08.160 --> 00:27:09.200
So beautiful.
00:27:09.440 --> 00:27:19.680
And and just speaking of AI as well, I think related to this and related to what you're sharing here, you can also schedule a task on any of them where they check in with you in the morning.
00:27:19.680 --> 00:27:24.559
Okay, what are your top priorities, top three priorities, and identify those?
00:27:24.559 --> 00:27:26.480
And at the end of the day, check in.
00:27:26.480 --> 00:27:27.920
All right, how did that go?
00:27:27.920 --> 00:27:30.319
What do we need to adjust for the next day?
00:27:30.319 --> 00:27:34.880
And and have like I have AI tracking all kinds of
activities for me.
00:27:34.880 --> 00:27:40.640
So that I'm glad you brought that up because that's an excellent newer tool that people can use to help support them.
00:27:40.640 --> 00:27:42.640
It's like an assistant, just checking in.
00:27:42.640 --> 00:27:44.880
Hey, just want or an accountability partner.
00:27:44.880 --> 00:27:45.839
Yes.
00:27:46.400 --> 00:27:47.680
Yes, I love that.
00:27:47.680 --> 00:27:48.640
Okay, cool.
00:27:48.640 --> 00:28:03.279
All right, so we've got our list your clients, how they find you, um, and what led them to the decision to purchase, emulate what works, nurture the relationships with the people you that already trust you.
00:28:03.279 --> 00:28:11.519
Um, choose one to three activities that will actually help you achieve your most important goal over the next 90 days.
00:28:11.519 --> 00:28:17.759
Identify what you know you will realistically do, identify the activities that will actually get you there.
00:28:17.759 --> 00:28:22.640
Um, block the time or you know, make the time or find the time.
00:28:22.640 --> 00:28:31.680
Do whatever you got to do to make the time to work on them, and then track it in a way that is easy and in alignment with how some people love to track, like, oh, let me add it.
00:28:31.680 --> 00:28:32.880
Beautiful, do it yourself.
00:28:32.880 --> 00:28:34.319
Some people hate to track, like me.
00:28:34.319 --> 00:28:35.279
Use AI.
00:28:35.279 --> 00:28:38.240
Okay, what a beautiful list this has been so far.
00:28:38.880 --> 00:28:40.240
Anything else?
00:28:40.240 --> 00:28:46.240
Well, I think with any system that you're putting in place for the first time, make sure you have an assessment step there.
00:28:46.240 --> 00:28:48.160
So 30 days in, check.
00:28:48.160 --> 00:28:49.920
All right, how are things going?
00:28:49.920 --> 00:28:53.200
Do I need to increase a certain level of activity?
00:28:53.200 --> 00:28:57.200
Because I'm finding that I'm always doing more than I thought I would.
00:28:57.200 --> 00:29:02.799
Do I need to uh is something just it's just flopping on me, right?
00:29:02.799 --> 00:29:06.240
It's just not, you know, do you need to maybe consider tweaking something?
00:29:06.240 --> 00:29:10.160
So I think the assessment process is also really important to this.
00:29:10.160 --> 00:29:16.400
And if you do that a couple of times over this 90 days and track the results, right?
00:29:16.400 --> 00:29:27.519
How many um leads, how many sales, how many, if you want to track the conversations, whatever that is, you can see by the end of the 90 days what's really working and what isn't.
00:29:27.519 --> 00:29:31.200
So you really have a strong sense of what to do moving forward.
00:29:31.200 --> 00:29:35.680
And I think this is just a great time of year to be doing something like that, right?
00:29:35.680 --> 00:29:55.519
We know we have the holidays, and that that can break up some of this a little bit, but you can really get a sense toward at the end of the year, opening up the new year, what works so that when you start 2027, you are just on fire because you you you're focused and you've got time for other things because you're not trying to do everything, right?
00:29:55.920 --> 00:30:02.559
Right, yes, and that's um that's a that's a uh just a point I want to put an exclamation on.
00:30:02.559 --> 00:30:08.000
It whenever I make a to-do list that has seven things on it, who am I kidding?
00:30:08.000 --> 00:30:17.839
They're the seven things never get done, even if they're small in that day, because really that's a lot for your brain to have to jump back and forth and back and forth and back and forth.
00:30:17.839 --> 00:30:25.599
When and some things need deeper consideration, they need a little, they need you to go out for a walk so your subconscious can start working on it, right?
00:30:25.599 --> 00:30:43.039
Yes, and so um I it's it's hard when you're trying to grow and you're like there's so much to do, and I gotta do it all, instead of what this is almost like it's it's kind of like a an informed experiment that you're giving us with this 90 days.
00:30:43.039 --> 00:30:48.480
It's informed being informed by what we know has already worked and who it already worked for and why.
00:30:48.480 --> 00:30:57.839
It's an and it's an experiment, meaning we're just changing a tiny little bit of variables to see what result happens.
00:30:57.839 --> 00:31:03.119
We're not saying I'm gonna make a million dollars by the end of six months from now.
00:31:03.119 --> 00:31:05.200
We're not setting that so big.
00:31:05.200 --> 00:31:08.400
We're we're like looking at it like let's let me do this.
00:31:08.400 --> 00:31:11.920
Is like to see what's working and and I'm gonna try out.
00:31:11.920 --> 00:31:14.079
I'm trying to discover a system.
00:31:14.079 --> 00:31:21.440
So it's when I like telling people when we have an experimental mindset, we lower the stakes.
00:31:21.440 --> 00:31:25.279
And so then if we find out 30 days, we're like, oh, that didn't work.
00:31:25.279 --> 00:31:28.160
We don't have to be like, oh, see, I suck at this, I'm so bad.
00:31:28.160 --> 00:31:29.680
We don't have to have that mindset.
00:31:29.680 --> 00:31:31.519
We're like, okay, that was an experiment.
00:31:31.519 --> 00:31:33.279
It's we're scientific about it.
00:31:33.279 --> 00:31:34.480
That was an experiment.
00:31:34.480 --> 00:31:38.559
I looked at that, I tried this, and that was the result.
00:31:38.559 --> 00:31:39.200
Interesting.
00:31:39.200 --> 00:31:43.839
Now I have incredible feedback, yay, instead of oh, see, you suck.
00:31:43.839 --> 00:31:52.079
So we're looking at this experimental mindset, lowers the stakes, and when we don't make it mean something about ourselves, it's just data.
00:31:52.079 --> 00:31:53.119
That's all.
00:31:53.119 --> 00:31:54.640
It's just data.
00:31:54.640 --> 00:32:03.200
So I love that you've brought this into like just a 90-day thing where you're looking
at it every 30 days, but you gave a really nice process.
00:32:03.200 --> 00:32:05.759
Um, this is so concise.
00:32:05.759 --> 00:32:09.599
Like a lot of a lot of entrepreneurs were like, okay, what do I got to do?
00:32:09.599 --> 00:32:10.319
How do I do it?
00:32:10.319 --> 00:32:18.480
And you just gave us all these incredible steps, the result of which is after 90 days, you're gonna have a strong sense of what to do moving forward.
00:32:18.480 --> 00:32:30.400
And it doesn't mean you can't start another 90-day experimental mindset, get feedback because you might not like you, you're gonna be looking at one system, one part of your business in this 90 days.
00:32:30.400 --> 00:32:34.079
It's a it's a it's a focus instead of I'm trying to fix everything.
00:32:34.079 --> 00:32:36.160
That that's exactly what doesn't work.
00:32:36.160 --> 00:32:37.519
Exactly what doesn't work.
00:32:37.519 --> 00:32:43.119
So, okay, I focused and I found, and maybe you even maybe it's for marketing, it's one platform.
00:32:43.119 --> 00:32:46.319
Maybe you're looking at one platform like I'm just gonna Instagram.
00:32:46.319 --> 00:32:52.640
This is a 90-day Instagram you know, experiment and see what happens, or 90-day SEO.
00:32:52.640 --> 00:33:02.480
I'm gonna keep tweaking my SEO and see what happens, or 90 days, I'm gonna focus on networking, or 90 days, I'm gonna focus on you know, conversations with people who already trust me.
00:33:02.480 --> 00:33:03.599
What am I gonna do?
00:33:03.599 --> 00:33:05.519
It's experimental, and you can just do these.
00:33:05.519 --> 00:33:10.720
And I love the idea of a a 90-day, a quarterly focus.
00:33:10.720 --> 00:33:11.920
I absolutely love that.
00:33:11.920 --> 00:33:13.039
I've done that for a long time.
00:33:13.039 --> 00:33:15.200
What's my what's my project for the quarter?
00:33:15.200 --> 00:33:23.359
It's it's not like a big never ending, you know, it's just like one thing, and then I can measure, and then at the end, I've got something that helps me.
00:33:23.359 --> 00:33:25.440
I can take that now and move it forward.
00:33:25.440 --> 00:33:26.720
Beautiful process.
00:33:26.720 --> 00:33:27.839
Thank you so much for sharing this.
00:33:27.839 --> 00:33:28.400
It's been great.
00:33:28.720 --> 00:33:29.200
My pleasure.
00:33:29.200 --> 00:33:31.039
Thank you for inviting me to share this.
00:33:31.200 --> 00:33:32.400
Oh, you are welcome.
00:33:32.400 --> 00:33:37.039
So I always like to ask my guests um about sharing a turtle step.
00:33:37.039 --> 00:33:44.160
So for the listeners, um, some podcast listeners will listen to a podcast and go, oh, yeah, that was so really great.
00:33:44.160 --> 00:33:46.160
And then they hit play on the next episode.
00:33:46.160 --> 00:33:48.559
Hopefully, conversation's worth your while episode.
00:33:48.559 --> 00:33:59.440
Um, but before they hit play, I'd like to give something that the listener will do, actually, really do instead of think about doing or
plan to do later.
00:33:59.440 --> 00:34:02.559
Like do right now, that is so small they'll actually do it.
00:34:02.559 --> 00:34:03.839
Like it has to be that small.
00:34:03.839 --> 00:34:05.279
So I call it a turtle step.
00:34:05.279 --> 00:34:10.239
The smallest step you'll actually take, because it's too, it's so small, it seems safe, it seems easy.
00:34:10.239 --> 00:34:12.239
Like I can't take one little turtle step.
00:34:12.239 --> 00:34:16.079
So, what might you say that is to move their business forward?
00:34:16.400 --> 00:34:19.199
I would say, and I love the idea of a turtle step.
00:34:19.199 --> 00:34:28.880
So, assuming this is someone who is an established business owner and has a little bit of history to look back on, I would start by creating that list.
00:34:28.880 --> 00:34:34.880
And you don't even worry about it being the last 10 clients, make it the last five clients.
00:34:34.880 --> 00:34:42.079
And do that, do that assess that uh that small assessment of where did they come from?
00:34:42.079 --> 00:34:52.079
I I tell you what, I did a post about this process on LinkedIn uh last month and I had a few people and I challenged people to to just create the list.
00:34:52.079 --> 00:35:03.760
And I had two people contact me privately to tell me that they they got business out of that exercise because it reminded them to contact some of the people on the list.
00:35:03.760 --> 00:35:07.599
So just taking that one step can make such a difference.
00:35:07.599 --> 00:35:09.519
So just start creating the list.
00:35:09.519 --> 00:35:10.239
Five names.
00:35:10.239 --> 00:35:12.159
Oh, fabulous.
00:35:13.199 --> 00:35:13.760
Fabulous.
00:35:13.760 --> 00:35:15.039
That's a great turtle step.
00:35:15.039 --> 00:35:16.400
Okay, awesome.
00:35:16.400 --> 00:35:29.280
Um, let's see if I have um a turtle step related to that would be if if your brain goes, yeah, but when Connie says, just write the last five clients, how they found you.
00:35:29.280 --> 00:35:46.800
Like um, if your mind goes, yeah, but um the turtle step is to recognize that you probably have some in inner resistance, which is a whole different um obstacle than I don't know what to do.
00:35:46.800 --> 00:35:50.239
Connie told you what to do, so clear, so concise.
00:35:50.239 --> 00:35:54.000
If you don't know what to do, so you do know what to do.
00:35:54.000 --> 00:36:08.079
If you're having a yeah, but if you're feeling resistance, recognize I'm feeling resistance because that what that does is it instead of like there's something wrong with me, I'll never be able to do it, you're like, oh, isn't that interesting?
00:36:08.079 --> 00:36:10.000
I'm feeling resistance to doing this.
00:36:10.000 --> 00:36:11.599
I wonder why.
00:36:11.599 --> 00:36:20.480
So it's it's important to understand the psychological that there are psychological barriers to doing the thing that we're here to do.
00:36:20.480 --> 00:36:27.599
And so it takes attention on both that mindset side and the activity side.
00:36:27.599 --> 00:36:34.000
And that, like especially, Connie, you've you shared how to simplify, how to focus, how to be consistent.
00:36:34.000 --> 00:36:45.360
Like those are the things that will move a business forward if you also work on the resistance and the obstacles that seem to keep getting in the way of doing those things.
00:36:45.360 --> 00:36:49.039
So that's why I say just recognize and give yourself some grace.
00:36:49.039 --> 00:36:55.360
Okay, I found some resistance, and that's okay because it's data, just like we were just talking about.
00:36:55.360 --> 00:36:56.159
This is data.
00:36:56.159 --> 00:36:57.360
I now have some information.
00:36:57.360 --> 00:36:58.559
I have resistance.
00:36:58.559 --> 00:37:01.599
If you have resistance, you can get a clarity chat with me.
00:37:01.599 --> 00:37:02.960
I'll help you move through the resistance.
00:37:02.960 --> 00:37:06.400
Then you call Connie and she helps you move through the steps.
00:37:06.400 --> 00:37:07.519
So perfect.
00:37:07.519 --> 00:37:11.519
Connie, this has been um such a wonderful, wonderful conversation.
00:37:11.519 --> 00:37:20.400
I I absolutely adore it and I know it's it's helpful for me, not just for um our audience, but like fabulous.
00:37:20.400 --> 00:37:23.440
So I know you have something that you want to share with our audience.
00:37:23.440 --> 00:37:25.920
I love when you have like a gift, like so.
00:37:25.920 --> 00:37:28.239
People are like, yes, I'm I I'm ready.
00:37:28.239 --> 00:37:29.119
I want to do this.
00:37:29.119 --> 00:37:30.559
So what do you have?
00:37:30.880 --> 00:37:35.199
Well, this goes back to what you said about loving 90-day processes.
00:37:35.199 --> 00:37:36.320
I do as well.
00:37:36.320 --> 00:37:42.159
So often when I'm yeah for myself, for my clients, we work in quarterly chunks.
00:37:42.159 --> 00:37:55.119
So I have uh a quarterly streamlining planner as a gift where a person can go through not only their marketing activities, but the other activities in their business as well.
00:37:55.119 --> 00:37:59.760
Uh, operations, finances, management of self, right?
00:37:59.760 --> 00:38:12.079
And do an assessment so they know those those small activities and those small steps that they can take in the upcoming quarter that all together will make such a more powerful business for them.
00:38:12.079 --> 00:38:16.239
So um it's a it's a an assessment and streamlining process.
00:38:16.239 --> 00:38:22.800
This is again a great time to take it as we're coming toward the end of the year to prepare for the first quarter of 2027.
00:38:23.440 --> 00:38:24.400
Oh, beautiful.
00:38:24.400 --> 00:38:26.000
Okay, so you gave me the link.
00:38:26.000 --> 00:38:30.079
So everyone, I'm gonna put the link to this in the show notes.
00:38:30.079 --> 00:38:35.760
And um it is uh what's it called, Connie?
00:38:35.760 --> 00:38:37.599
So they know what it's called.
00:38:38.719 --> 00:38:43.840
Uh I yeah, off the top of my head, the uh I'm drawing a blank on the exact middle of it.
00:38:44.000 --> 00:38:44.880
Oh, it's that oh I know.
00:38:44.880 --> 00:38:47.119
Oh, Streamline to Success Quarterly Planner.
00:38:47.119 --> 00:38:48.159
That's there we go.
00:38:48.159 --> 00:38:48.480
Thank you.
00:38:48.480 --> 00:38:50.559
Okay, so the quarterly planner.
00:38:50.559 --> 00:38:53.599
So I will put the link to that in the show notes today.
00:38:53.599 --> 00:38:56.880
Okay, perfect! Oh my gosh, well, that's our show.
00:38:56.880 --> 00:39:02.239
If today's conversation has you thinking about what's next for you, I'd love to explore that with you.
00:39:02.239 --> 00:39:08.159
You can visit lynabooker.com to learn about my coaching and book a complimentary clarity chat with me.
00:39:08.159 --> 00:39:13.519
And if you enjoyed today's episode, please like it and share it and subscribe so you don't miss what's next.
00:39:13.519 --> 00:39:16.800
Join me next week for another conversation worth your while.
00:39:16.800 --> 00:39:23.280
And until next time, make sure that you've made this conversation worth your while by fueling the spark that it ignited.