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In this episode, The Queen of Automation explains how to optimize a business using Google for just $6 a month.
Meghan demonstrates four ways Google can help run a business, including using branded email templates, creating a filtering system for emails, utilizing Google Drive for task management, and using Google Chat for communication.
She also shows how to schedule emails, set up meetings, and manage contacts within Gmail, emphasizing the importance of having a paid version of Google for business purposes.
Chapters
00:00
Introduction: Optimizing Your Business with Google
02:02
Supercharging Your Business with Google's Affordable Tools
03:29
Efficient Email Communication with Branded Templates
07:43
Streamlining Workflow with Google Drive and Task Management
12:36
Effective Communication with Google Chat
13:07
Scheduling Emails and Meetings for Better Time Management
14:06
Organizing and Segmenting Contacts within Gmail
17:48
Importance of Having a Paid Version of Google for Business
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Unlock the secrets to achieving true freedom and flexibility in your professional life with John Prendergast, CEO and founder of Blue Leaf Wealth.
In our latest episode, John challenges the conventional wisdom of work-life balance, revealing how work-life integration can better align your career with personal goals.
Whether you're an entrepreneur or working within a corporate environment, John's insights offer a fresh perspective on creating a harmonious, fulfilling life that caters to both professional ambitions and personal joys.
We also tackle the technological challenges that small to mid-sized independent wealth managers face. John sheds light on the benefits of embracing automation to streamline operations, enhance client communication, and maintain data integrity.
Discover how specialized software like Blue Leaf can revolutionize your back-office functions and prevent client anxiety during market downturns.
Packed with actionable advice, this episode is your guide to modernizing wealth management practices while building stronger, more proactive client relationships.
Don’t miss out on this enlightening conversation that seamlessly blends technology, business strategy, and personal well-being.
CHAPTER TIMESTAMPS
(00:00) Work-Life Integration With John Prendergast
(13:43) Transforming Wealth Management Operations
(22:03) The Future of Wealth Management Technology
CHAPTERS WITH LONG SUMMARIES
(00:00) Work-Life Integration With John Prendergast
This chapter introduces John Prendergast, CEO and founder of Blue Leaf Wealth, as we explore the intersection of automation in wealth management and business processes. John shares insights on the concept of work-life integration versus balance, emphasizing the freedom to choose how, when, and where to work. We discuss the benefits of aligning personal and professional lives and highlight the flexibility that entrepreneurship can offer. Additionally, we touch on how these principles can be applied even within corporate environments, showcasing that work-life integration is achievable regardless of one's professional path.
(13:43) Transforming Wealth Management Operations
This chapter delves into the significant lag in technology adoption within the financial industry, specifically among independent wealth managers. We explore how small to mid-sized firms, often with a heavy client focus and limited expertise in technology, struggle to implement essential systems and automations. Discussing the hurdles these firms face, such as reliance on outdated methods like Excel spreadsheets and personal devices for client data, we highlight the critical need for automation and modern digital solutions. We also touch upon the transformative impact of recent advancements in automation software, stressing the importance of educating wealth managers on these tools. Finally, we outline our company's role in automating back-office functions such as reporting, billing, and trading to help these firms enhance their operations and better serve their clients.
(22:03) The Future of Wealth Management Technology
This chapter highlights how proactive communication in wealth management can significantly reduce client anxiety during market downturns. By ensuring clients are regularly updated with personalized information, advisors can prevent panic calls and maintain client confidence. We explore the role of specialized software like Blue Leaf, which complements traditional CRMs by automating client interactions and integrating with industry-specific systems such as Wealthbox and Redtail. The conversation underscores the importance of tailored solutions for financial advisors, emphasizing that generic CRMs like Salesforce require substantial customization to meet the unique needs of wealth...
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Unlock the secrets to mastering work-life integration and boosting your business efficiency! This week on the Queen of Automation podcast, we are joined by Stacie Sussman, an operations expert with over 25 years in sales and the dynamo behind Rev Up Advisory. Discover how Stacie seamlessly blends her vibrant personal life in South Florida with her professional endeavors, all while maintaining a dynamic presence in the Brand Built community.
We delve into real-life practices for entrepreneurs and business owners to treat life as a unified whole, making the balancing act more about fluidity and flexibility. Tackle common misconceptions in enterprise marketing with insider tips that even big brands struggle with. Stacey and I shine a light on the challenges faced by large corporations and how continuous experimentation, ICP mapping, and customer journey workshops are essential to stay ahead.
Learn about the dangers of stagnation and the importance of regularly updating your marketing strategies and messaging.
This conversation is packed with actionable insights for both small and large business owners looking to stay agile and avoid complacency.
Revolutionize your sales strategies and revenue operations with cutting-edge techniques.
Stacie shares her expertise on modernizing outdated tracking methods and leveraging intent data to supercharge your sales outcomes. We discuss the critical need for robust revenue operations systems, touching on crucial tools like CRMs and project management systems while addressing the pitfalls of tech debt.
This episode is a treasure trove of real-world examples and practical advice, ensuring you walk away with the knowledge to enhance your operations and drive growth.
Connect with Stacie on LinkedIn to gain even more insights from her extensive experience in sales and operations
CHAPTERS WITH LONG SUMMARIES(00:00) Streamlining Processes With Automation
This chapter features an engaging conversation with Stacie Sussman, an operations powerhouse with over 25 years of experience in sales. We explore the nuances of work-life balance, emphasizing the idea that for entrepreneurs and business owners, it's all just life—whether working on personal or business tasks, it's a seamless integration. Stacie shares her perspective on this concept while discussing her life in sunny South Florida, her ice skating weekends, and her dynamic role at Rev Up Advisory. We also touch upon our shared experiences within the Brand Builders community and the importance of maintaining flexibility and fluidity in both personal and professional spheres.
(13:03) Navigating Challenges in Enterprise Marketing
This chapter addresses the misconception that enterprise companies have everything figured out simply because they have significant financial resources. We discuss how even large companies face challenges similar to smaller businesses but on a different scale, particularly around brand awareness and staying relevant. The importance of continuous experimentation, ICP mapping, and customer journey workshops is highlighted to ensure marketing efforts remain effective. Emphasis is placed on the dangers of stagnation and the need for regular updates to messaging, websites, and marketing strategies. We also stress the necessity of setting benchmarks and running multiple marketing experiments simultaneously to adapt to changing market conditions and audience emotions. Finally, we remind smaller business owners to maintain their agility and avoid falling into the trap of complacency as they grow.
(21:53) Modernizing Sales Strategies in Enterprise
This chapter addresses the challenges faced by operations and revenue operations teams in enterprise corporations, focusing on the...
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Nat Berman shares his journey from corporate recruiting to building a successful online business and coaching community.
He started with a blog and grew it into a portfolio of websites. He then transitioned to LinkedIn and experienced initial struggles before finding success through consistent engagement and content creation.
Nat and his partner Darren Mass eventually started a coaching community called Brand Built, which has grown rapidly and focuses on providing value through calls and community interaction. We discussed the evolution of the community and the value it provides to its members, highlighting the need for interactive meetings and conversations rather than repetitive lectures.
Brand Built is described as a unique and valuable resource for professionals looking to build their brands and businesses. The importance of maintaining the quality of members and the commitment to over-delivering is emphasized.
We also talked on the challenges of pricing and the value of the community in terms of both financial return and personal growth.
Connect with Nat on LinkedIn or Brand Built to be part of this amazing community.
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Can busy executives truly maintain a healthy lifestyle without sacrificing their demanding careers?
In our latest episode, we sit down with Daniel Intorella, the dynamic founder of Fuel and Fortitude, to unravel the secrets of integrating fitness and nutrition effortlessly into a hectic executive life.
Daniel's compelling personal story of living with chronic kidney disease reveals how he transformed his challenges into a passion for holistic health.
We redefine work-life balance, shedding light on how a seamless integration of personal and professional realms can lead to a more fulfilling and sustainable lifestyle. Daniel's unique approach to reducing unhealthy foods without complete restriction offers a refreshing perspective on creating lasting habits.
Explore actionable strategies designed specifically for high-performing executives, from efficient meal prepping tips to using a 24-hour food log to uncover eating patterns.
Daniel shares his entrepreneurial journey, transitioning from a corporate career to building a virtual health coaching business.
Discover how his initial focus on kidney health coaching evolved into a comprehensive wellness program that caters to diverse lifestyles, with personalized fitness plans accessible through the Trainerize app.
Tune in for an episode packed with practical advice, inspiration, and a roadmap to a healthier, more balanced life, all tailored to meet the needs of busy professionals.
CHAPTERS WITH LONG SUMMARIES
(00:00) Building Lifestyle
This chapter introduces Daniel Intorella, the owner and founder of Fuel and Fortitude, a virtual health and wellness coaching business aimed at helping executives integrate effective workouts into their busy lives.
We explore Daniel's personal journey living with chronic kidney disease and how it inspired his holistic approach to fitness and nutrition. Daniel emphasizes the importance of creating a lifestyle rather than following strict diets or fitness regimens. He shares insights on reducing, not restricting, unhealthy foods and highlights the interconnectedness of personal and professional life. We discuss the concept of work-life balance, agreeing that it is more about managing the ebbs and flows of one’s entire life rather than separating personal and business realms. Daniel provides practical advice on how executives can maintain their health and well-being amidst their demanding schedules.
(07:37) Optimizing Executive Diets & Systems
This chapter focuses on the challenges high-performing executives face with maintaining healthy eating habits amidst their demanding schedules. We explore practical strategies to integrate nutritious meals into their busy lives, emphasizing the importance of meal prepping and making simple shifts for better food choices. I discuss how to effectively use a 24-hour food log to identify eating patterns and provide actionable advice on preparing meals in advance, such as turning dinner leftovers into lunch and prepping breakfast the night before. The key takeaway is creating a streamlined system for food preparation that enhances both health and productivity, akin to optimizing business operations.
(16:21) Path to Online Personal Training Business
This chapter chronicles my journey of transitioning from a corporate-focused LinkedIn profile to building an online personal training and nutrition business. After immersing myself in entrepreneurial podcasts and LinkedIn, I decided to start my own business, despite having no formal business education. I share my experiences of learning business terminologies, engaging with people, and building my brand brick by brick. I discuss my initial focus on kidney health coaching and how I expanded my services to accommodate clients with various lifestyles, including creating tailored workout programs for clients at home and while...
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Unlock the secrets to reclaiming 15-20 hours of your week by harnessing the power of automation and smart systems!
Join me, as I guide you through identifying and automating those tedious, repetitive administrative tasks that are eating away at your precious time.
With practical insights and personal experiences, along with tools like RescueTime to track and analyze your time usage, you'll be able to pinpoint inefficiencies and retrain habits for a more productive day.
Say goodbye to burnout and hello to regained freedom, allowing you to focus on the aspects of your business that truly matter.
Discover time management strategies tailored for small business owners and learn how to prioritize effectively to maximize your productivity.
I'll share valuable tips on avoiding unproductive interactions and setting realistic expectations, ensuring that your client meetings take precedence and drive your business forward.
We'll also discuss the potential pitfalls of over-automation and how to strike the right balance to maintain meaningful personal engagement where it counts.
If you're overwhelmed by your business, this episode is your roadmap to taking back control and running your business more efficiently.
CHAPTERS WITH LONG SUMMARIES
(00:00) Streamlining Your Business With Automation
This chapter focuses on the crucial topic of time management and how automation and systems can give you back precious hours in your day. I share insights on identifying repetitive and low-level administrative tasks that are still being done manually, and how automating these can prevent burnout by reclaiming up to 15-20 hours each week.
For those who don't know where to start, I recommend using software like RescueTime to track and analyze how every minute is spent, which helps in pinpointing inefficiencies and retraining habits for better productivity.
Through my personal experience and practical advice, we explore ways to streamline your business processes and ultimately run your business more efficiently.
(14:07) Productive Business Time Management Strategies
This chapter explores the significance of managing time effectively as a small business owner, particularly focusing on the potential pitfalls of engaging in unproductive coffee chats.
I discuss the importance of prioritizing meetings with clients, who are crucial for generating referrals and sustaining the business. Emphasizing that while some interactions, like those with vendors, can be managed via emails or videos, partnerships and client interactions should be given priority.
Additionally, I highlight the importance of setting realistic expectations with others to avoid wasting time, both for yourself and for them. Finally, we touch on the potential hazards of over-automation in business operations, stressing the need for balance to ensure efficiency without compromising personal engagement where it truly matters.
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Ever faced the nightmare of losing all your digital content in one fell swoop?
This week, I share a real scary story about how a Riverside glitch wiped out all our podcast recordings and social media content, throwing us into chaos.
This terrifying experience underscores the necessity of having a solid backup strategy for all your digital assets.
We discuss how depending solely on platforms you don’t own, like social media channels, can leave you vulnerable and why owning your email list is a game-changer for maintaining control over your audience and content. Moving forward, we delve into practical strategies for building and maintaining a robust contact list, even if your customer engagement is minimal at the moment.
Learn the critical steps of capturing essential customer information and ensuring frequent communication to keep your audience engaged. We also cover the best practices for data backups and information security, including frequent backups, autosave features, and understanding the importance of comprehensive privacy policies on your website.
Whether you’re a seasoned techie or just starting, this episode provides actionable insights to safeguard your digital content and ensure business continuity.
CHAPTER TIMESTAMPS
(00:00) Technology Dependency and Backup Strategies
(09:21) Data Backups and Information Security
(15:49) Website Privacy Policies and Data Retention
CHAPTERS WITH LONG SUMMARIES
(00:00) Technology Dependency and Backup Strategies
This chapter is all about the importance of backing up your digital assets and building an email list. I share a personal story about a major mishap with Riverside, where we lost all our podcast recordings and social media content due to a technical glitch. We discuss the necessity of having a backup plan for all your digital content, whether it’s on an external hard drive or cloud storage like Google Drive.
The key takeaway is that relying solely on rented platforms like social media channels can leave you vulnerable; hence, owning your email list is crucial for maintaining control over your audience and content. We also touch on the importance of version control for files, highlighting a client case where we’re implementing a structured system to manage her content efficiently.
(09:21) Data Backups and Information Security
This chapter emphasizes the importance of building and maintaining a robust contact list, even if you currently have limited customer engagement.
We explore the critical steps of capturing basic customer information such as first name, email, and phone number, and discuss the necessity of regular communication, even if it is only once a month.
The discussion also highlights the significance of data backups and security, recommending frequent backups, particularly for large datasets, and ensuring data is stored in multiple secure locations. Practical advice is provided on using autosave features, external hard drives, and secure servers to safeguard customer information and avoid data loss.
The chapter concludes with best practices for backing up data based on the size of your contact list, stressing the importance of maintaining data integrity for business continuity.
(15:49) Website Privacy Policies and Data Retention
This chapter emphasizes the importance of incorporating comprehensive privacy and terms and conditions policies on your website, particularly when dealing with data storage on servers. We explore the necessity of informing users about how their data is managed, including the duration of data retention and the frequency of backups.
Highlighting the significance of those seemingly annoying pop-up bars, I explain how they serve as critical notifications for users, offering them the ability to request data deletion or...
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Is it possible that your obsession with systems is blinding you to the most crucial element of business success? In this episode of the Queen of Automation podcast, I, Megan Donnelly, reveal why people—not just processes—are the heartbeat of any thriving business.
Join me as I unpack how my eccentric leadership style, candid hiring practices, and emphasis on independence, empathy, and trust have shaped my tech-savvy team.
Discover how being transparent about your quirks can actually enhance team cohesion and why empathy is non-negotiable in our fast-paced work environment.
Delegation isn't just a buzzword; it's your golden ticket to sustainable growth and a future-proof exit strategy. I'll show you how to master the art of entrusting your team with vital responsibilities, ensuring your business can thrive without you.
Whether you're a solopreneur eager to scale or contemplating your business's long-term future, this episode is packed with actionable insights. Tune in and prepare to overhaul your approach to people and processes, leveraging delegation as your secret weapon for unparalleled success.
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Unlock the secrets to creating a self-sustaining business with Ivan Polic, founder of Jumpstart Your Exit.
Discover how strong teams and robust systems are the backbone of successfully exiting a venture. Ivan shares his wealth of experience in helping six and seven-figure business owners reduce dependency on themselves, prevent burnout, and implement sustainable practices.
Learn how automation and strategic planning can amplify your business's value and enhance your personal well-being, whether you're aiming to step back from daily operations or planning for a full exit.
Transition from founder to CEO with ease as Ivan discusses the critical shifts needed to optimize your business for growth or sale.
Rethink your identity, create standardized operating procedures, and cultivate strategic business partnerships for sustained success. By focusing on long-term relationships over cold outreach, you can build a supportive network that fosters growth and prevents loneliness.
Tune in for actionable insights and strategies to evolve your business beyond the $5 million mark and enjoy a thriving, scalable enterprise.
HIGHLIGHT TIMESTAMPS
(01:10 - 02:30) Entrepreneurship and Work-Life Integration (80 Seconds)
(16:23 - 17:48) Transitioning From Founder to Team Leader (85 Seconds)
(26:13 - 27:12) Building Strong Supportive Teams (59 Seconds)
CHAPTERS WITH SHORT SUMMARIES:
(00:00) - Building Systems for Business Success
Ivan Polic shares strategies for successful business exits, emphasizing team building, burnout prevention, and automation.
(09:06) - Transitioning From Founder to CEO
Founder's shifts: inner world, operating system, and marketplace, necessary for business growth beyond $5 million.
(22:57) - Creating Strategic Business Partnerships
Building partnerships, having a supportive team, and strategic hiring are crucial for sustained business success.
Connect with Ivan on LinkedIn and JumpStart Your Exit for valuable insights and strategies. His expertise can help you achieve a successful and profitable exit strategy adapted to your goals.
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Growing up with severe ADHD, high school was a nightmare for me.
I couldn’t sit through a class without feeling like my mind was running a marathon.
Fast forward to 19, I was a single mom juggling three jobs and feeling completely out of control. But guess what? I discovered the magical world of automation and digital technology, and it changed my life.
In this episode, I’m opening up about my chaotic journey and how I turned my hyperactivity into a superpower that helped me triple the growth of an e-com startup and build a multi-million dollar lead funnel for a billion-dollar company.
For all the entrepreneurs out there who struggle with focus, this one's for you. I’ll share the nitty-gritty of how I taught myself HTML and CSS, conquered the challenges of being a single mom, and eventually became known as the Queen of Automation.
If ADHD is your constant companion and you feel like it’s holding you back, tune in and let’s turn that hyperactivity into a secret weapon.
Remember, technology is only good when it works—so let's make it work for you!
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Join me as I sit down with Clint Taylor, founder of Datality, for a fascinating conversation on blending work and life, especially for entrepreneurs. We challenge the conventional notion of work-life balance, advocating for a holistic approach where work seamlessly integrates into our lives and personalities. Clint shares a personal story about his dedication to his business, emphasizing the importance of authenticity and following one's unique path instead of conforming to societal expectations.
Explore the flexibility and freedom that entrepreneurship offers compared to traditional corporate roles. I share my experiences of creating efficient systems for clients in two-week sprints, which allows for substantial downtime and a flexible lifestyle. We discuss the importance of finding a work style that suits individual preferences, highlighting that there's no one-size-fits-all solution. The discussion then shifts to the innovative Datality product, where we delve into its operations, platforms, and customer acquisition strategies.
Discover the intricacies of market research and data monetization as Clint and I discuss how Datality's blockchain-based marketplace is transforming the industry. We explain how this technology automates the monetization of research data, making it accessible and cost-effective for both sellers and buyers. Additionally, we touch on the role of AI in simplifying data comprehension and its potential to revolutionize how businesses utilize market research data. Don't miss our final thoughts on the importance of effective LinkedIn networking and technology's role in enhancing business success. Tune in next week for more insightful discussions!
Highlight Timestamps
(00:50 - 01:37) Shared Love for Data and Technology (47 Seconds)
(03:14 - 04:25) Defining Work-Life Balance for Yourself (71 Seconds)
(09:53 - 11:25) Work-Life Balance and Individual Preferences (91 Seconds)
(16:51 - 18:20) Unlocking Value in Latent Asset Data (89 Seconds)
(20:03 - 20:47) Monetization Strategy for Unused Data (44 Seconds)
(24:58 - 26:02) Exciting Journey to Datality (63 Seconds)
CHAPTERS WITH SHORT SUMMARIES:
(00:00) Entrepreneurial Mindset and Work-Life Balance
Entrepreneurs Megan Donnelly and Clint Taylor reject work-life balance, advocating for authenticity and following one's own path.
(08:44) Flexible Work-Life Balance and Entrepreneurship
Entrepreneurial life offers freedom and flexibility, with diverse work styles and a discussion on Datality's operations and customer acquisition.
(12:16) Data Marketplace Automation and Monetization
Blockchain-based marketplace automates monetization of expertly collected data, reducing costs and barriers for sellers and buyers.
(17:32) Market Research Data Monetization Strategy
Market research and data monetization using real-time data, historical trends, and AI for efficient transactions and insights.
(28:07) LinkedIn Networking Success
Connect with Clint on LinkedIn and Datality for valuable insights, discussing effective technology use, and overcoming scheduling challenges.
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In this episode, Josh McLean shares his transformative journey from a troubled childhood to a successful career in finance and the pivotal moments that shaped his personal and professional life. He delves into the intricacies of digital transformation in the finance sector, the importance of compliance and security, and the impact of setting personal boundaries for a balanced life.
Key Topics:
1. Josh McLean’s Background
- Josh's troubled childhood and pathways into finance.
- The life-changing car accident in 2012 that led to reevaluating his life goals.
2. Finance Digital Transformation
- Josh’s experience in digital transformation projects across healthcare, education, and Nike.
- Focus on Azure methodology, agile software development, and simplifying infrastructure for consumer interaction.
- Significance of investment in digital transformation for companies.
3. Compliance and Security
- Importance of multi-layered authentication and compliance processes, especially for platforms like Stripe.
- Essential nature of security measures for protecting data and money.
- Discussion on authentication fatigue, particularly affecting older individuals.
5. Personal Transformation and Work-Life Balance
- Josh’s reflections on his personal journey and breakthrough from the rigid finance world.
- Setting clear boundaries for a healthy work-life balance.
- Understanding the importance of core values and bringing one's authentic self to work.
- Meghan and Josh discuss the dangers of the hustle culture and the necessity of personal fulfillment.
4. Corporate Experience and Personal Growth
- Corporate experiences offering valuable learning opportunities.
- The balance between corporate success and personal well-being.
- Influences from "The Five Regrets of the Dying" on Josh’s perspective.
- How some companies support personal growth, employee engagement, and culture.
5. Nike’s Digital Transformation
- Josh’s role in supporting Nike’s digital space and e-commerce advancements.
- The family perks influencing Josh's decision to stay with the company.
6. Closing Remarks
- Josh mentions his book "Catalyst" as a gift for his children.
- Listeners are directed to Josh's website (catalystignite.com) and his LinkedIn profile.
- Final thoughts on technology's role and a reminder that it’s only good when it works.
- Josh expresses his gratitude and signs off.
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Resources Mentioned:
- Book: "Catalyst" by Josh McLean
- Website: [catalystignite.com](http://catalystignite.com)
- LinkedIn [Josh McLean on LinkedIn](https://www.linkedin.com)
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In this episode, Meghan explores the multifaceted world of automation and operations in big business with Darren Mass.
Key Take Aways:
1. Darren's Journey:
- Started in telecommunications.
- Founded Mass Communications and sold it to Windstream Enterprises.
- Shared insights on business strategy and the importance of exit strategies.
2. Meghan's Journey:
- Diagnosed with ADHD at a young age.
- Did not graduate high school. Got her GED
- Achieved success in technology and business fields.
3. CRM and Data Management:
- Discussed Salesforce CRM and its complexities.
- Meghan recommended Go High Level CRM for SMBs.
- Highlighted the crucial role of clean data in business success.
- Emphasized the consequences of dirty data on client relationships and employee performance.
4. Work-Life Balance and Technology:
- Darren emphasized systems and time blocking.
- Meghan highlighted the role of automation in regaining personal time.
- Darren shared personal challenges post-acquisition and finding life-work balance.
5. Networking and Community:
- Meghan and Darren praised their peer-to-peer coaching community, Brand Built.
- Stressed the importance of networking through LinkedIn.
- Discussed transitioning from one-on-one to group coaching.
- Shared the value of storytelling, building trust, and service-oriented selling on LinkedIn.
6. LinkedIn’s Role in Business Growth:
- Darren and Meghan discussed using LinkedIn for B2B and local business growth.
- Meghan shared success stories, including a CEO’s successful client targeting strategy.
- Emphasized personal branding and its importance for company representation.
7. Entrepreneurship vs. Corporate Life:
- Meghan and Darren discussed the flexibility and challenges of entrepreneurship.
- Shared personal experiences of balancing work demands and personal life.
8. Effective CRM Strategies for Startups:
- Recommended starting with affordable CRMs like Airtable.
- Discussed the future need for more robust systems as businesses grow.
- Stressed the importance of planning for future growth and potential exit strategies.
9. Final Metaphor and Advice:
- Darren concluded with a metaphor about knowing one's business direction and goals akin to preparing for a race, whether a sprint or a marathon.
- Highlighted the power of great content and effective LinkedIn engagement strategies over traditional email marketing.
Community Mention:
Brand Built: A peer-to-peer coaching community for thriving in business and personal life, focusing on LinkedIn's growth potential.
Connect With Us:
- For more information or to continue the conversation, contact Darren on LinkedIn.
Takeaway:
Tune in to this insightful episode to learn from Darren and Meghan’s experiences and gain valuable tips on managing business operations, leveraging technology for balance, and maximizing the potential of LinkedIn for growth and networking.
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In this episode, Lisa and Meghan delve into the innovative systems and processes they use to drive marketing and branding for their businesses. They offer insights into tools, workflow strategies, and the balance between automation and personalization. Lisa also shares her journey in the cannabis industry through her company, the Toke Agency.
Key Highlights:
1. Marketing Strategies & Systems:
- Lisa's company implements marketing strategies for clients, utilizing Engage Bay for marketing automation.
- WordPress for the website and Engage Bay for scheduling calls and newsletters.
- Monday.com is crucial for internal processes and Client Relationship Management (CRM), perfect for their boutique team.
2. Workflow and Automation:
- Detailed workflow from initial conversation, pitch deck creation, client review, to follow-up calls.
- Automated newsletter creation and scheduling through Engage Bay, sent twice a week.
3. Balancing Beliefs & Business:
- Importance of respecting individual beliefs without the need for arguments.
- Emphasis on each business's uniqueness and finding personalized growth strategies.
4. Entrepreneurial Flexibility:
- Meghan discusses her unconventional work schedule and the flexibility it brings.
5. Technology & Automation:
- Use of technology and automation to handle operations efficiently, freeing up more time for crucial tasks.
- Monday.com for internal communication and transparency.
- Slack and Airtable for project management.
- Loom and Loom AI for documenting Standard Operating Procedures (SOPs).
6. The Toke Agency’s Evolution:
- Transition from general marketing to specializing in cannabis marketing.
- Growth and passion for the cannabis industry.
7. Balancing Work & Life:
- Discussion on work-life balance as entrepreneurs, highlighting the blend of life and work.
- Personal beliefs and experiences shaping individual business practices.
8. Personalized Engagement:
- Lisa's approach to managing client engagement personally, to maintain a personalized touch.
9. LinkedIn Presence & Branding:
- Lisa's active presence on LinkedIn and her fun, light branding for the Toke Agency.
- The Toke Agency as a model for working with other brands, emphasizing the importance of self-demo.
Contact Lisa:
- Toke Agency
- Lisa’s LinkedIn
Links & Resources:
- Engage Bay:
- WordPress:
- Monday.com:
- Slack
- Airtable
- Loom
Follow Us:
- Subscribe for more...
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Episode Highlights:
1. Introduction & Setting the Stage:
- Meghan Donnelly unveils the essence of digital operations and the mission of her agency, Digital Unicorns.
2. **Building a Lifestyle with Technology:**
- Emphasis on leveraging technology not just for business growth but to create a lifestyle.
- Focus on giving business owners time back to enjoy life and their loved ones.
3. **Standard Operating Procedures (SOPs):**
- Definition and importance of SOPs for business efficiency.
- Introduction to Loom as a tool for creating SOP videos.
- Highlighting Loom's AI feature for automatic transcription and summarization.
- [Loom](https://www.loom.com) - Record your screen and create SOPs effortlessly.
4. **Internal and External Onboarding:**
- Importance of onboarding processes for both employees and customers.
- Use of GHL (Go High Level) for comprehensive onboarding and CRM needs.
- [GHL (Go High Level)](https://www.gohighlevel.com) - A complete CRM system for internal and external business operations.
5. **Efficient Bill Pay and Invoicing:**
- Crucial elements of seamless billing systems.
- Importance of automation in bill pay and invoicing to avoid manual errors and improve customer satisfaction.
6. **Hiring & Outsourcing:**
- The significance of having the right team and knowing when to outsource.
- Benefits of hiring Virtual Assistants (VAs) for tasks that can't be automated.
- Cost-effective ways to integrate VAs into your business.
7. **Tracking Time for Efficiency:**
- Introduction to RescueTime for monitoring and optimizing time usage.
- [RescueTime](https://www.rescuetime.com) - A tool to track productivity and identify time wastage.
Takeaways:
- Understanding digital operations to create a lifestyle, not just a business.
- Effective use of SOPs with tools like Loom.
- The importance of streamlined onboarding with systems like GHL.
- Automation in bill pay and invoicing to avoid manual errors.
- Hiring and outsourcing as key components of business operations.
- Leveraging RescueTime to audit and optimize your time use.
Connect with Meghan:
- LinkedIn: [Meghan Donnelly](https://www.linkedin.com/in/meghandonnelly/)
- Website: [The Queen of Automation](https://www.thequeenofautomation.com)
- Email: Contact via the website
Remember:
Technology is only good when it works, and I make it work
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In this episode, host Meghan and guest Nick dive into the world of compliance and technology, discussing the evolving role of compliance officers and the utilization of automated systems to manage regulatory requirements. Nick Passarelli, an experienced corporate compliance officer, shares insights on his professional journey, the impact of technology on compliance practices, and the importance of personal branding. From enhancing customer onboarding processes to navigating the challenges of the corporate world, this episode provides a fascinating glimpse into the intricacies of managing compliance in a rapidly evolving landscape.
Key Points:
- The podcast delves into the interplay of compliance and technology, shedding light on the critical role automation plays in managing regulatory obligations.
- Nick Passarelli shares his wealth of experience in corporate compliance, offering valuable perspectives on the challenges and opportunities faced in compliance roles.
- The discussion highlights the significance of automation in customer onboarding processes, data management, and adaptive compliance practices.
- Emphasizing the importance of personal branding, the episode explores the evolving mindset towards work-life balance and career choices.
The conversation between Meghan and Nick provides a thought-provoking exploration of the dynamic intersection between compliance and technology. Offering practical insights and personal anecdotes, the discussion is sure to engage professionals and entrepreneurs seeking to understand the changing dynamics of compliance in the digital age.
Guest:
- Nick Passarelli: Seasoned corporate compliance officer with a diverse background and extensive expertise in navigating the evolving landscape of compliance and technology.
Special CTA
- Engage with the Brand Build community to explore avenues for personal and professional growth in the realm of personal branding and entrepreneurship.
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In this episode of "The Queen of Automation," host Meghan and guest Nolan delve into the world of technology, business, and work-life integration. Nolan O'Neill, owner and co-founder of Accuxcel CPA, shares his insights into the challenges and opportunities of managing a business while maintaining a balanced lifestyle. The discussion focuses on the importance of communication in the client service experience, the role of customer relationship management (CRM) systems in streamlining operations, and the shift from transactional to relational accounting services.
Key Points:
- Work-life Integration: Nolan O'Neill emphasizes the need for work-life integration, highlighting the value of balancing work commitments with personal and family priorities.
- Client Communication: The challenge of managing client communication, particularly during busy seasons, is discussed, along with the potential benefits of a centralized system for tracking and responding to client inquiries.
- CRM Solutions: Meghan introduces the concept of CRM systems as a potential solution to streamline customer communication, facilitate two-way interaction, and automate task management.
- Business Services: Nolan explains the client-centered approach of Accuxcel CPA, focusing on ongoing support, tax planning, and outsourced accounting and CFO services for businesses.
- Personal Anecdote: Meghan shares her personal experience as a business owner and highlights the need for external expertise in financial and accounting matters.
Special Guest:
Nolan O'Neill, Owner and Co-founder, of Accuxcel CPA
Website: www.accuxelcpa.com
LinkedIn: Nolan O'Neill
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In this episode, Luke and Meghan delve into the world of automation, discussing the benefits and challenges of using technology in business. Luke, the founder of Wizard Marketing, sheds light on his journey from Canada to Paraguay and initiates an in-depth conversation about work-life balance and the seamless blend of personal and professional life.
They explore the transformation of Luke's business operations and the trials and tribulations of adopting an all-in-one software solution. From the development and challenges of creating a course on AI and LinkedIn to their shared love for utilizing Loom for creating SOP videos, Luke and Meghan provide valuable insights into the dynamic world of technology and business management.
The duo's candid and relatable approach to navigating the complexities of technology and entrepreneurship offers a refreshing perspective in the realm of social media and business management. Tune in to gain valuable insights into the world of automation and business management from two experienced professionals who aren't afraid to break the mold and share their unfiltered experiences.
Stay tuned for the release of Luke's upcoming AI and LinkedIn course, designed to make AI accessible to individuals of all proficiency levels. Don't miss out on Luke's humorous and informative content on LinkedIn, where he offers practical advice on leveraging technology to enhance business operations.
Join Luke and Meghan as they continue to push the boundaries of conventional business conversations, addressing the realities of entrepreneurship and the ever-changing landscape of technology in the business world.
