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    break the ceiling

    Explore " break the ceiling" with insightful episodes like "There's More To Measure Than Numbers With Karyn Kelbaugh", "Use This One Weird Metric To Measure Your Service Business With Rob Howard", "How Your Pricing Choices Can Make You Happier With Marketing Analyst Rita Barry", "Getting Paid Faster Using Practice Ignition With Tier One Services Co-Founder Jaime Campbell" and "Taking Payments In A Positive & Transparent Client Relationship With Kate Strathmann" from podcasts like ""Break the Ceiling", "Break the Ceiling", "Break the Ceiling", "Break the Ceiling" and "Break the Ceiling"" and more!

    Episodes (17)

    There's More To Measure Than Numbers With Karyn Kelbaugh

    There's More To Measure Than Numbers With Karyn Kelbaugh

    It’s easy to get caught up in all the numbers you can track to measure growth.

    You might be measuring your time, your profit & loss, the number of new clients closed, or even profit per hour per client like we talked about in the last episode.

    But not all of the useful information in your business presents itself as a number.

    When it comes to measuring the more murky, squishy, qualitative information in your business, where do you even begin?

    There's a lot of information rolling around in there that's helpful to measure, but you can’t track it in the same way you track your numbers.

    For instance, conversations with customers can give you an incredible amount of information about how your business is performing, what your opportunities are, and where you need to address weak spots.

    So, how do you measure how your customer feels about your service? What's happening when they reach out to you? What do they think you do versus what you think you do?

    All of that information comes in handy when you're trying to update your messaging, write your copy, or just simply figure out how to improve your customer service. It's crucial data floating around out there that you can use to measure and optimize for growth.

    But how?

    My guest today does just that. Karyn Kelbaugh is a squishy data specialist. She helps small business owners learn what their clients think by capturing their stories. Owners get feedback, insights into their clients' dreams and frustrations, and their exact words describing it all. In other words: research you can use. 


    Listen to the full episode to hear:

    • How Karyn collects all that squishy data goodness and gets it into a useable form that's easy to keep up to date
    • How frequently you should be looking at the data, what should they be looking for, and how should you use that data to drive decisions
    • How actively collecting your clients’ perspectives helps paint a more accurate picture of what's really going on with your business and how to integrate that perspective in a meaningful way
    • How one of the biggest mistakes you can make is collecting data you don't have a purpose for 

    Links:

    Use This One Weird Metric To Measure Your Service Business With Rob Howard

    Use This One Weird Metric To Measure Your Service Business With Rob Howard

    Is there one metric you could track that would ensure the success of your business?

    A lot of startups would like to think so. Some call it the “One Metric That Matters,” or the “North Star Metric.”

    It’s basically the idea that you focus on measuring and improving one thing at a time.

    By focusing on a single thing, you can filter for decision making and ensure that the actions you're taking in your business are actions that will truly make an impact.

    The problem is that what you track has a huge impact on the action you take. Choose the wrong metric and you can sink the sustainability or profitability of your business.

    So whatever your one metric to rule them all is, it better represent what you truly want to get out of your business.

    This month we're kicking off a series all about measuring growth. What do you measure? How do you track it? What do you do with the data once you have it?

    My guest today is a master at this.

    You might remember Rob Howard from Episode 9, where we talked about streamlining the proposal process. Rob owns a web development agency, Howard Development & Consulting, and runs a course for freelancers called Automatic Freelancer

    He has one simple metric for measuring the financial health of his business: profit per hour per client. 

    Tracking that metric has changed how I evaluated and measured my own business and has become something I incorporate into my clients’ businesses as well. 

    It's not something you have to look at every day, but keeping track of this one metric will help you grow in a sustainable and financially healthy way. 

    Listen to the full episode to hear:

    • What Rob considers to be the key metrics to measure for service business owners and how he determined which metric to measure the financial health of a business 
    • What's happening behind the scenes for Rob to actually get to this profit per hour per client
    • How the number of dollars you made and the number of minutes you spent are data points where there is enough quantity to make real decisions based on them
    • What tools Rob is using to collect data or measure his metrics
    • What metrics he has consciously chosen not to track or pay attention to and some of the mistakes he has made with tracking metrics

    Links:

    How Your Pricing Choices Can Make You Happier With Marketing Analyst Rita Barry

    How Your Pricing Choices Can Make You Happier With Marketing Analyst Rita Barry

    How you choose to price your services and accept payments is one of those business design choices that we don’t always make conscious choices about.

    But it is a choice that can have a profound impact on your business and how it feels to run it. It just simplifies everything: from your team composition to how you work to even what project management software you use.

    We’ve been talking this month about the operational benefits of value-based pricing and upfront payments, taking a close look at how those choices can make your service business way easier to run.

    Examining your default decisions about pricing and payments and considering making different choices can really pay off, both in administrative streamlining, but also in your wallet.

    Today, we’re going to pull all those ideas together and look at the downstream impacts of making that switch from hourly pricing to value-based pricing.

    We’ll look at how it affects your sales process, your proposal process, your profit, your cash flow and, yep, even the other software you might choose to use in your business.

    To illustrate my point, we’re going to look at how these decisions have played out in a real business.

    My guest today is Rita Barry, the founder of Rita Barry & Co, a relationship-driven company, focused on metrics.

    Listen to the full episode to hear:

    • Why tying your work to an hourly rate can really start to hurt as you gain efficiency and experience
    • Why she uses results as the basis for her pricing structure and why pattern recognition has become one of her most valuable skills
    • How value-based pricing allowed her to scale her agency without having to step away from doing what she loved
    • Why making the switch to value-based pricing helped her find more joy in what she does! 

    Links:


    Getting Paid Faster Using Practice Ignition With Tier One Services Co-Founder Jaime Campbell

    Getting Paid Faster Using Practice Ignition With Tier One Services Co-Founder Jaime Campbell

    Getting paid more for your work, up-front, and without the hassle of tracking your billable hours or issuing invoice after invoice sounds like a dream scenario.

    But how exactly do you make that happen?

    Luckily, like so many other aspects of making a service business more efficient: there’s an app for that!

    In our last few episodes, we’ve talked about some business design choices with pricing and payments. How switching to a value-based pricing model allows you to charge upfront. And being able to charge your clients upfront or automatically, can eliminate a big chunk of your internal workflow.

    Today, we’ll talk about software that can help you pull all those pieces together. Once you’ve switched to value-based pricing, this is a tool that can help automate the process of onboarding your clients and taking payments, Practice Ignition.

    Practice Ignition is a software tool that does contracts and accepts payments, including recurring payments. The way it works is that you can load a library of services -- basically a library full of templates for each item or service you’d charge a client for, and a library of terms or your standard contract language.

    Once you have those two set up, you can create a proposal for a new client by just adding the services you want to sell them by picking them out of your library and adding them to your proposal, choosing how you want them to pay you, and then send the proposal along to your client, with a personalized message. It all takes about 5 minutes.

    Practice Ignition is a tool I use in my own business, and with most of my clients because it makes onboarding a client and accepting payments so easy.

    My guest today has been using Practice Ignition for the last few years.

    Jaime Campbell is the co-founder and CFO of Tier One Services,  a firm of outsourced, year-round CFOs and complete accounting departments.

    Listen to the episode to hear: 

    • How she transitioned her firm from Bill.com and Microsoft Word contracts to Practice Ignition
    • Why that move impacted her workflow and ability to scale her firm so dramatically
    • Behind-the-scenes of how I’ve built Practice Ignition into my own workflow at ScaleSpark
    • Some live consulting with Jaime about how she could improve her own workflow

    Links:


    Taking Payments In A Positive & Transparent Client Relationship With Kate Strathmann

    Taking Payments In A Positive & Transparent Client Relationship With Kate Strathmann

    Getting paid by clients is the #1 most important part of the workflow in a service business. If you don’t get paid, eventually, you won’t have a business. But how you go about getting paid – now that’s where some magic can really happen.

    In our last episode, we talked with Dana Kaye about transitioning from hourly to value-based pricing. The choice to make that switch to value-based pricing then allows you to the next logical step – making your client payments easier.

    Today, we’re going to talk with Kate Strathmann about the process of getting paid by your clients and how to make it easier.

    Should you accept credit cards? How about checks? Do you charge your clients the credit card processing fee? What about payment plans – should you offer them?

    How you decide to answer these questions can affect not just your workflow, but also your cash flow, and, ultimately, your relationship with your client.

    Kate Strathmann is the founder of Wanderwell Consulting, a business consulting and bookkeeping practice. And for Kate, taking payments is an opportunity to reinforce a positive, transparent relationship with her clients. It’s a client touchpoint that she’s particularly thoughtful about.

    We’ll talk about the basics – what kind of payments to accept, and when to ask for payments – but also how to think about offering payment plans in a whole new way.

    Listen to the full episode to hear:

    • How Wanderwell Consulting’s pricing and the payment mechanisms are designed to ultimately support the relationship they are cultivating with their clients
    • How offering multiple payment options and moving to a prepaid system has lead to the ability to automate payments
    • Kate's position on different payment methods–credit cards vs. bank transfers vs. checks
    • How being able to charge upfront and automatically has impacted the operational capacity, and administration of the business
    • And some of the common practices of online service business that Kate wishes would just become a thing of the past

    Links:


    Using Value-Based Pricing To Boost Profit With Dana Kaye

    Using Value-Based Pricing To Boost Profit With Dana Kaye

    Switching from charging by the hour to a value-based or flat rate model can dramatically improve your workflow.

    Value-based pricing is a great way to boost profits and to keep your value separate from the hours you work. It allows you to charge your clients upfront, creating a business that is more efficient to run.

    Take the payment and go do the work. That's it.

    Most of the time, I'm not a big advocate of the whole “make one decision and it'll change your life and your business” idea, but this is different. Making the decision to use value-based pricing can literally change the way you do business.

    This is one simple financial decision that might revolutionize the way you run your business.

    All this month we'll be talking about what this transition looks like. We're going to talk about how value-based pricing can improve your workflow, how taking payment upfront means better cash flow, and how making the change means you might never again need to chase down another client for payment. We will also be covering some software tools you can use to make onboarding clients and taking payments as seamless as possible.

    Today, we're kicking things off by talking with publicist, brand manager, and Kaye Publicity Inc founder, Dana Kaye, who made the transition from an hourly pricing model to a value-based model about nine years ago. 

    In this interview, Dana talks about how she went about making that transition. She talks about how the change affected every area of her business operations and gives us a great overview of the impact that thinking about the administrative costs of pricing your services can have on your business.


    Listen to the full episode to hear:

    • What inspired Dana to make the transition to a flat-rate, value-based pricing model
    • How she loves the story that the data tells and how it helps her make changes in her business
    • What kind of impact the change had on her sales, promotional, and client onboarding process 
    • How switching pricing models allowed her to productize her process in a way that every piece could then become its own defined and repeatable process
    • And how the change has had a huge impact on Dana’s confidence as a business owner

    Links:

    Streamlining Done With You Services With Greg Hickman

    Streamlining Done With You Services With Greg Hickman

    Sometimes, when you get really specific about the one thing you do, client meetings become unnecessary

    Even one-to-one services become unneeded when you've streamlined and productized your service.

    But how can you keep that high-touch, high-value feeling and still be ruthlessly streamlined behind the scenes?

    Today, we're talking about an evolution that moves almost completely away from client meetings altogether.

    My guest is Greg Hickman, the founder and CEO of System.ly. Greg and his team have over the last 4 years, transformed System.ly from a marketing automation consultancy into one of the top coaching and training companies for service providers.

    He realized that the systems he developed behind-the-scenes to streamline and productize his own service were actually much more valuable if he transformed them into a system that he could actually train his clients on.

    Instead of doing the work for his clients, he moved into a model where he teaches them how to do the service for themselves–a done WITH you kind of service. Basically, he realized that it's better for his clients if he teaches them to fish instead of doing them the fishing for them.

    Greg really demonstrates the power of turning your client delivery process into a product in itself.

    This is similar to what Parker Stevenson talked about in our last episode. Both of these approaches evolved based on providing the same service over and over to the same kinds of clients -- and taking the data from that to develop a service that is designed specifically for their clients, without those pesky meetings.

    After having examined so many different approaches to client communication, it seems like meetings aren’t inevitable, they aren’t required and, in fact, skipping meetings altogether might just make your service even better.

    Listen to the full episode to hear:

    • Greg’s unique approach to managing or minimizing client meetings with what he calls the “hybrid agency”
    • How to package and simplify your process so that the system is working in your favor, building a client journey with less energy, costs, and headaches
    • How he sets clear expectations and guidelines and believes that you need to train your clients to be good clients–equipping them to be successful
    • And what the challenges were transitioning from being a typical agency with the typical client meeting structure and project structure to this new, more guided experience

    Links:


    How To Spend Less Time On Client Calls While Managing Retainers With Parker Stevenson

    How To Spend Less Time On Client Calls While Managing Retainers With Parker Stevenson

    Monthly client meetings––they’re a requirement of service retainers.

    Or, are they?

    There's an expectation that if you're working with clients on retainer, in an ongoing, recurring way, that you have to have meetings––ya know, just to touch base.

    Conventional wisdom says that meetings should be included in the service because they seem to deliver inherent value.

    But meetings are a huge limitation when it comes to scaling a service business.

    There's only so much of you to go around. Is spending time in meetings really the best way to delivering great value and grow a business?

    Today, I got Parker Stevenson to weigh in. Parker is co-owner of Evolved Finance, a bookkeeping company that specializes in online businesses.

    By its very nature, the business of bookkeeping is doing pretty much the same thing month after month–making it a business that is ripe for scaling, if you approach scaling the way Evolved Finance has. 

    One of the ways that Parker and his partner, Corey Whitaker, take advantage of this opportunity to scale is by bucking convention and delivering their monthly bookkeeping service without having regularly scheduled calls.

    In this episode:


    • How Parker’s project to change the client-meeting paradigm has evolved over that last year
    • Why niching down made it easier to build out operational practices 
    • How he shifted from using recorded Loom videos with his clients to experimenting with a training resource library and group office hours
    • How getting to know his clients and their needs has been a better way to deliver value than getting mired in weeks of calls
    • The challenges Parker and his partner have run into transitioning from typical client meetings to group calls
    • What kind of impact this move away from regular client calls has had on the business’s operational capacity
    • How quitting client meetings have impacted Parker personally


    Links:

    Website: evolvedfinance.com

    Facebook handle: facebook.com/evolvedfinance

    Facebook Group: https://www.facebook.com/groups/evolvedfinance/

    How Voxer Can Save You And Your Client Time With Ashley Gartland & Nancy Jane Smith

    How Voxer Can Save You And Your Client Time With Ashley Gartland & Nancy Jane Smith

    Client meetings can easily fill up your entire calendar–sucking away all of your available time.

    This time is a valuable asset and it is often the single most limiting factor to the growth of service-based businesses.

    So what if there was something you could do to reduce this time-suck?

    All this month on the show we are looking at alternatives–unique ways to communicate with clients and opt-out of meetings, email, and conventional communication methods.

    Today, we’re talking about using Voxer with clients. Primarily a voice messaging app that harkens back to the flip-phone days, Voxer allows you to send short voice recordings, replacing both email and in-person meetings.

    I’m going to talk to two different founders who use Voxer to communicate with their coaching clients.

    You’ll hear from Nancy Jane Smith, a professional counselor and therapeutic coach who uses Voxer as a better way to work with women with High Functioning Anxiety.

    And you will hear the second half of an interview that I started last week with Ashley Gartland, a business coach who uses Voxer to save time, boost profit, and nurture exceptional ongoing client experience.

    Throughout this episode, pay close attention to how Voxer not only helps save time by opting out of meetings but also streamlines the way your clients receive value.

    In this episode:

    • How Ashley & Nancy are using Voxer in managing and minimizing client meetings
    • How they are using Voxer so the technology doesn’t become a distraction
    • What the boundaries and processes they’ve put in place so clients know what to expect
    • What challenges they have run into transitioning from a typical client meeting structure
    • What impact the new approach have on their operational capacity

    Links:

    Ashley Gartland:

    Nancy Jane Smith:

    Susan Boles:

    Faster Results In Fewer Meetings With Ashley Gartland & Hailey Thomas

    Faster Results In Fewer Meetings With Ashley Gartland & Hailey Thomas

    I make no attempt at hiding my personal dislike of meetings. 

    I’ve spent more time in meetings about meetings and meetings to prepare for other meetings than I can count. I’ve even suffered through long staff meetings where my boss literally just read printed out emails. 

    I’ve truly felt the pain of being in meetings that could have just been an email. 

    But are meetings really inevitable? 

    All this month, I'm asking the question: does it really have to be a meeting?

    I am starting off by applying this question to client meetings. Is there a different way to approach meeting with your clients that could reduce time spend in 'update' meetings and drastically speed up results?

    One way of potentially doing this is through intensives – taking all the work we used to do with clients over several weeks or months and condensed it down to just a few hours or days.

    In today’s episode, I talked with two founders about their different approaches to this intensive-style of delivering offerings: business coach Ashley Gartland and marketing & operations project manager Hailey Thomas.

    You will hear that for both of these founders, taking this different approach when working with clients might actually be a more effective way of delivering value than sitting through yet another meeting.

    In this episode:

    • How both women have taken their own unique approach to managing and minimizing client meetings.
    • How Ashley Gartland adapted her six-month partnership program to a two-week coaching intensive so she could automate her process and serve more people.  
    • How Hailey Thomas offers 3-day work retreats where she and her clients bang out most of the project in one weekend
    • What kind of challenges they’ve run into transitioning from a typical client meeting structure
    • How this change to intensives has impacted their clients 
    • What impact the new approaches have had on operational capacity
    • What kind of impact the changes have had on them personally as business owners

    Links:


    Productize Hands-On Services To Earn More & Stress Less With Lead Cookie Founder Jake Jorgovan

    Productize Hands-On Services To Earn More & Stress Less With Lead Cookie Founder Jake Jorgovan

    Even a small, one-person business becomes more profitable and efficient with a solid, repeatable process. 

    So what happens when we double down on process?

    In our last episode, I talked to Lacey Stites about how she does this in her agency using a revenue share model.

    Today, we hear how Jake Jorgovan takes a bit of a different approach and focuses on productizing his service delivery so he can operate efficiently at scale. 

    A productized service is a simple, streamlined way of delivering hands-on client experiences without guesswork or customization. Instead of reinventing the wheel with each client you serve, you build a repeatable process that is executed in the same way for every client.

    Jake’s companies, Lead Cookie and Content Allies, aren’t the kind of businesses that easily lend themselves to automation or scaling. 

    He got around these challenges by productizing his services. 

    These productized services are built on solid processes, procedures, and standardized systems behind the scenes. They ensure that his clients get a consistent, high-quality experience–a core tenant of both of his businesses.

    In this episode:

    • What the motivational and driving forces behind deciding to start a service business like Lead Cookie were
    • What the biggest operational hurdles were starting out
    • How Jake tackled those hurdles
    • How starting Content Allies was different from starting Lead Cookie
    • Some the operational strategies Jake focused on to deliver high-touch services profitably
    • How these same strategy decisions made a big difference in how easy the business was to run

    For Jake’s blogging, podcasting, and writing:

    And to work with Jake:

    Susan Boles:

    Creating Consistent Scalable Income Through Revenue Sharing With Lacey Sites

    Creating Consistent Scalable Income Through Revenue Sharing With Lacey Sites

    The messages we get about scaling a service business are pretty one-note.

     

    We’re told that we can’t scale a service business profitably and sustainably while sticking to a one-to-one service delivery model. 


    We're told to do a bit of client work, spin that into a few digital courses or membership groups, and then sit back and let the money roll on it. 


    But this isn’t a great fit for everyone. And it’s just not how many of us want to run our businesses. 


    So, what else is out there? 


    My guest today, Lacey Sites, uses a revenue-sharing pricing structure that allows her to scale her one-on-one coaching business without adding more clients all while still dramatically growing her profits. 


    This unique model allows her to double down on her investment in each client, create pricing structures that build trust and longterm partnerships, and then, when their work with her pays off, reap the rewards.  

    On today’s episode:

    • How Lacey’s unique pricing/compensation structure actually works in her business
    • What prompted her to make the change to the revenue sharing structure in the first place
    • What kinds of challenges she has run into transitioning from a typical pricing model 
    • How this change to revenue sharing has impacted her existing clients
    • How it has allowed her to keep working 1-1 with clients while still growing her revenue
    • What kind of impact the new approach had on her operational capacity 
    • How this has changed her approach to scaling


    Links:


    Social Media:


    Instagram: @alituplife

    Facebook: @ALitUpLife

    Facebook Group: The Lit Up and Loaded Entrepreneur


    Save Time and Boost Profit Using A Proposal Calculator With Rob Howard

    Save Time and Boost Profit Using A Proposal Calculator With Rob Howard

    What if instead of spending tons of time creating complicated proposals for prospective clients, you just didn't? 


    Maybe you believe your complicated, customized proposals help win you more business. But there’s a good chance you’re sacrificing profit and efficiency--without truly seeing gains in real revenue.


    All this month we are talking about opting out–choosing not to do certain things in your business as a tool for freeing up your time, money, and brain space for more important things. 


    I started off by talking with Michelle Warner about how she focuses in on just a few services and opts out of selling all the things.


    I chatted with Brittany Berger about setting boundaries around the expectations of how you work, both for yourself and for your clients. 


    Today I’m talking proposals with Rob Howard, founder of web development agency Howard Development & Consulting and creator of Automatic Freelancer, a mentorship program for freelancers.


    For Rob, the crux of the proposal process is reducing your sales time. 


    You can quickly spend a ton of time, often unpaid time, preparing proposals to pitch projects to clients even if they never end up hiring you.


    This time can really suck the profit out of any project. 


    Rob has developed a system that allows him to give accurate quotes on the initial call and send out proposals within 15 minutes of getting off that call. 


    It's a system that saves a ton of time, and dramatically increase his profit per hour without changing the deliverable he’s actually providing to clients.

    On today’s episode:

    • How Rob’s 30-Minute Profitable Proposal System sets him up to make a quick and accurate decision resulting in a proposal that makes the most sense for the client 
    • How having a proposal process that makes clear what you are selling and how much you are selling it for takes away a lot of the stress of selling 
    • Why delivering a proposal to your client quickly instills a greater amount of confidence in your ability
    • How Rob breaks his proposals down in terms of the size of offer: small, medium, and large
    • Why profit per hour per client is the only metric Rob chooses to track on a regular basis
    • And how when you develop the mindset of an owner building a business, it sets you up for growth and success down the road


    Links:

    Setting Boundaries To Increase Capacity With Work Brighter Founder Brittany Berger

    Setting Boundaries To Increase Capacity With Work Brighter Founder Brittany Berger

    We have the freedom to design just about any business we want. We can work with clients in a hundred different ways to deliver our service. 

     

    But how that works has a lot to do with the boundaries you set in place. 

     

    Boundaries are expectations, guidelines, and frameworks around how we want our work and our lives to happen. They're a really effective way to both deliver better customer service and make your business more efficient. All while building more resiliency into your processes. 

     

    Today, I continue our month’s theme of opting-out by talking with Brittany Berger, founder of digital media company Work Brighter

     

    Brittany’s boundary game is strong. 

     

    When building Work Brighter, Brittany made the conscious decision to prioritize the mental health and personal life boundaries that make room for unproductive things like rest, self-care, and fun. 

     

    For her, boundaries are a powerful tool for streamlining and increasing her operational capacity. By choosing how she works with clients, when she works with clients, and who she works with in the first place, Brittany is explicitly setting expectations for how they will be working together. 

     

    By establishing these boundaries she is not only taking care of herself she is also ensuring that she will continue to have the capacity needed to continue helping high achievers and productive unicorns go beyond just working smarter to a better version of productivity.

      

    On today’s episode:

    • Why Brittany has opted-out of the normal method of doing one-on-one business and instead leverages her strengths and interests in ways that are more profitable. 
    • Why she defines success in her business in ways that are not necessarily tied to profit or revenue
    • Why she only checks her email twice a week so she can focus on deep work and self-care
    • How she manages energy and focus by doing the hardest thing first, preserving the most energy for sustainable productivity
    • The transparent guidelines she uses to reinforce boundaries with her clients
    • And how making it difficult for herself to access social media has been a great tool for freeing up space in her business

     

    Links:

    Why Streamlining Your Effort Pays Off With Business Strategist Michelle Warner

    Why Streamlining Your Effort Pays Off With Business Strategist Michelle Warner

    Opting out of business-as-usual practices  or deciding to buck your industry trend can be a really powerful point of differentiation for service businesses 

     

    When you opt-out of using corporate jargon or ridiculously complicated implementation processes, you can really stand out from the crowd. 

     

    And, making this choice can also be a really great tool for increasing your operational capacity behind the scenes. 

     

    By opting-out and choosing not to implement a cumbersome or overly complicated process, you free up your time. By choosing to not administrate the process and hire somebody to manage it for you, you save all that time, money and effort that you would have spent otherwise.

     

    Today, I am having business strategist, Michelle Warner, back on the show to talk about how we both use opting-out as a tool to help our clients become more profitable and efficient. 

     

    We talk about how Michelle helps service providers, coaches, and course creators drill down and focus on what's important, as well as how they can stop spending time on unproductive distractions and start designing profitable businesses.

     

    On today’s episode:

    • How Michelle uses an 80/20 framework to harnesses creative energy, turning it into something useful instead of something that can quickly derail us.
    • How Michelle helps clients move away from their startup phase and start optimizing as a company
    • The ways that doubling down on a single project has compounding effects and is uniquely beneficial to entrepreneurs  
    • All the ways that entrepreneurs are naturally creators and how they can look to the art world for guidance and inspiration
    • How you can take your financial metrics and turn them into qualitative choices for what you want your business to be.
    • How we can slow down and build our awareness in our business with tracking and mindfulness practices 

    Links:

    Crossing the chasm from experimentation to deliberate model with business designer Michelle Warner

    Crossing the chasm from experimentation to deliberate model with business designer Michelle Warner

    We’ve been focusing our attention on default decisions in the last couple of episodes- those choices that you make about how to run your business. And a lot of these decisions happen without us even realizing we're making a choice, especially at the beginning of our businesses. 


    But sometimes those choices we didn't know we made come back and bite us in the butt when we need to make the transition from experimentation mode or validation mode into growth mode.


    I chat with business designer Michelle Warner about business models, because lots of our default decisions are actually built into the model we choose. Michelle helps coaches, consultants and service-based entrepreneurs grow their businesses by showing them how to prioritize what matters and skipping what doesn’t. 


    More importantly, Susan and Michelle discuss how to make that all-important decision of crossing the chasm from experimentation entrepreneur mode to a business model that's designed to grow, and how not to drive yourself crazy along the way.


    On today’s podcast:

    • Why business design is a hybrid approach to creating your business model
    • The inspiration behind moving from a multi million dollar tech startup to business design
    • The symptoms of knowing when you’ve hit the ceiling in your business
    • The decisions entrepreneurs make over and over again
    • How to choose your business priorities
    • Focusing your team to do the 80%, leaving you free to do the 20% fun stuff

    Links:

    Default Decisions and What Works with Tara McMullin

    Default Decisions and What Works with Tara McMullin

    Welcome to this first episode of Break the Ceiling, the podcast where we'll talk about how you might structure your business, or even why you're in the business you're in in the first place. 


    We're going to talk about financial decisions, hiring decisions as well as technology decisions, and give you some ideas to consider. But mostly, I just want you to start asking yourself, ‘why did I make this choice and does it still serve my business?’


    My first guest in the series is Tara McMullin. Tara is a podcaster, writer, and a small business community leader. With over a decade of experience helping thousands of small business owners grow their business. She's on a mission to change the dialogue about what's really working and she believes that no one person has the answer to “what works” in small business.


    Tara is the host of the What Works podcast, a top small business podcast that's been recommended by Forbes and Entrepreneur. And she's also the founder of the What Works network, a community hub for small business owners. 

    She is also incidentally the person who came up with the name for this podcast.


    On today’s podcast:

    • Why the default decisions you make at the beginning of your business may actually be causing the problems that are limiting your ability to grow
    • Not every framework or management tool works the same for each business
    • Why ‘What Works’ is pretty much an entire business based around the concept of fighting default decisions
    • Challenges associated with switching between different types of business models
    • How to know when you’ve hit the ceiling
    • Know where your skills lie and focus on doing that well - outsource the other stuff
    • Why Tara’s personal growth will help her business break through the ceiling

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