Systems & How-Tos

Automate Your Marketing Part 2 – Tree Trunk Strategy

By | Systems & How-Tos | One Comment

Now it’s time to dive into my 5 Steps to Create your Automated Marketing Map based on my tree trunk strategy.

Personal Daily Habits

By | Systems & How-Tos | 13 Comments

Ever got to the end of a really busy day and felt like you didn’t get anything done? Yep, I have too… this will fix that.

Would love to hear your thoughts – be sure to post them here, k?

The 3 Trimesters of Publishing a Book

By | Systems & How-Tos | 3 Comments

Now that my book is finished and offiicially launched I wanted to share with you about the journey and what to expect when you are “expecting” your own book. šŸ˜‰

Would love to hear your thoughts – be sure to post them here, k?

How I get my ezine done each week

By | Systems & How-Tos | 6 Comments

Easier said than done right? I talk to many entrepreneurs who want to do a weekly ezine but just can’t get it going… here’s how I do it.

Would love to hear your thoughts – be sure to post them here, k?

How I get it all done so quickly

By | Systems & How-Tos | 3 Comments

People always ask me how I am able to do so much in so little time – without working 24/7. Here are my fav tips.

Would love to hear your thoughts – be sure to post them here, k?

Are launches necessary?

By | Systems & How-Tos | One Comment

We spend so much time working to “launch this & that” while simulaneously having sales calls and marketing our buns off all day long.

What if it didn’t have to be that hard? What if – I daresay – launches were not the answer?

Check out the Infusionsoft 201 Training Here

Would love to hear your thoughts – be sure to post them here, k?

If you are a procrastinator (aren’t we all?)

By | Systems & How-Tos | 7 Comments

Little ole me sharing my thoughts on procrastination, why we all suffer from it from time to time, and a few tips to help you get over it and get stuff done (even when you don’t feel like it).

Would love to hear your thoughts – be sure to post them here, k?

Prioritizing Your Day (what to do first?)

By | Systems & How-Tos | 3 Comments

Let’s face it – you (and your team) have a mountain of stuff to do most days and it can be really hard to prioritize what needs to be done first, second, third, etc.

Here’s how we like to prioritize things in our business, and quite honestly if we don’t do these things first I get annoyed. šŸ˜‰

  • Take care of clients – without clients, you don’t have a business, so make sure that you (and your team!) are always checking in with your clients each day however that makes sense for you and your business. It could mean responding to their emails, checking into your client forums, making a phone call to reach out to someone, etc.
  • Take care of the money – anything that has to do with money needs to come next. That could be processing a payment, following up with a potential client who is ready to buy or following up with someone on an overdue payment.
  • Send out broadcasts – communication is the heart of your business. This can include “external” communications to your list, such as sending a promotional email as part of a launch. This also includes “internal” emails, such as an email to your clients reminding them of a call tomorrow in the program they joined. I believe that most people don’t communicate enough (especially with existing clients!) and so we put a big focus on this.
  • Check off completed tasks – we are big on using Central Desktop* to manage all the projects and tasks in our business, and it’s really important that everyone on the team is checking into CD to mark tasks as “complete” throughout the day (at least once a day). This gives us an accurate snapshot of where things are at and minimizes the need to “chase people down” for stuff.

This is what is important to me – your priorities might be a bit different. The thing is that you want to share this with your team so that they will focus on what is important to you as their first priorities each day.

Thoughts & comments?

Escape from Email Hell

By | Systems & How-Tos | No Comments

How many emails are in your inbox right now?

20? 50? 200? 500?

Too many people are buried in their inboxes to the point where they are trapped, can no longer find anything, spend practically all day in there and pretty much get nothing done.


Cleaning up your inbox (and keeping it clean!) is a five step process in my Escape from Email Hell system. And I want to give you a copy of all 5 steps as my gift to you.

>> Grab your copy of my Escape from Email Hell System right here (no charge)

I created this system back in 2007 and still use it to this day.

Please share your email woes and/or favorite tips to manage your inbox, k?

How to Get Off the Phone

By | Systems & How-Tos | 4 Comments

Have you ever booked a call for 30 minutes and found yourself still talking to the person an hour and a half later?

Yea, me too… it’s pretty common to find ourselves getting “stuck” on phone calls much longer than we intended to. And at the same time thinking “how do I get off this call?” or “how do I stop this from happening again?”

A few tips to help you have great conversations while still ending your calls on time:

  1. Know your agenda and send it out ahead of time – do you know ahead of time why you are talking to the person and what the agenda is? ie: For a team call, what specifically do you need to cover on the call? For a call with a potential client, do you know your process/questions that you want to ask? If you don’t have clarity ahead of time re: what you need to talk about it is really easy to end up talking about everything and accomplishing nothing.
  2. Give notice of time – this is as much for you as it is for the person on the other end of the line. When you start the call say “We have X minutes today to chat so let’s dive in shall we?” And as the call progresses don’t be shy in saying “Alright, we have 10 minutes left and we still need to cover A and B…” If you give a countdown of the time remaining it forces both of you to keep on track.
  3. Book an additional call for new stuff – if other things pop up on a call don’t be afraid to say “Great, not sure we’ll have time to cover that today so how about we book another time?” Don’t feel like you have to talk about everything single thing at once, because that could really have no end.

Ultimately this is about knowing your boundaries and respecting your time and the time of the person you are talking to. As you “flex” your muscles re: this you will soon find that it’s rare that you go over time on calls.

Would love to hear from you – what is your favorite “get off the phone” tip?