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Episodes
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After five years of running my systems consulting business full-time, I made the bold move to take on a 9-to-5 and transform my company into a side hustle. But I didn't just wing it. I strategically downsized, streamlined, and systematized everything to make it work on half the time.
In this episode, I'm pulling back the curtain on exactly how I went from working 20-25 hours a week in my business to just 10-12 hours, all while maintaining my retainer clients and taking on new projects. I break down my two main priorities: streamlining my sales systems and optimizing my delivery processes – plus share the specific systems that made it possible.
You'll hear about my game-changing pricing model that eliminated project scope creep, how I'm using AI tools like Poppy AI to streamline delivery, and why I put waitlists on all my offers. Plus, I get real about the mental health side of stepping back from the online business world and why unfollowing half my feed was the best decision I made.
This isn't your typical "hustle harder" advice. My approach is refreshingly honest about working with what you've got, making quick decisions based on experience, and cutting out all the noise that doesn't move the needle. Whether you're trying to scale down like me or scale up while working full-time, this episode is packed with actionable insights you can implement immediately.
The best part? I admit I'm still figuring it out as I go – and that's exactly what makes this so valuable. Real talk from someone who's actually walking the walk.
Resources from this episode:Toggle - Time tracking tool I use to monitor my weekly hoursPoppy AI - AI tool I use for project management and delivery, Watch my walkthrough video here!Affiliate code: SYSTEMSWITHSAM for $25 off!Claude - AI chat tool integrated within Poppy AIConnect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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What happens when you build a six-figure business that looks amazing on paper but leaves you completely burnt out and unfulfilled? In this episode, I sit down with Jemma Broadstock (AKA the happy coach and psychologist) to dive deep into one of the most important conversations happening in the online space right now: burnout and redefining success.
Jemma's story is both relatable and eye-opening. She started freelancing at just 16, accidentally grew an agency that hit six figures, and then... walked away from it all. Not because it wasn't successful, but because it wasn't her version of success.
We get into the nitty-gritty of how external advice can lead you to build a business that works on paper but not for your actual life. Jemma shares how she was doing work that wasn't the best use of her skills, serving clients in ways that didn't align with her values, and essentially "putting on a uniform every morning to be someone else."
One of my favorite parts of our conversation is when Jemma talks about purchasing from two different businesses in the same month - one completely automated and one totally personal. Guess which one made her feel more connected? This really challenged my own thinking about when to automate versus when to stay hands-on.
We also dig into practical psychology tools that help you identify when your problem isn't actually your strategy, marketing, or clients - but something deeper. Jemma introduces the "best possible business" exercise and explains why you need to do it multiple times to get the full picture.
If you've ever felt like you're working really hard but don't know where you're going, or if you've created something successful that just doesn't feel right for you, this episode is going to hit different. Jemma breaks down how to slow down to speed up and why sometimes the most illogical decision (like only doing one-to-one work when everyone says you need to scale) might be exactly what you need.
Resources from this episode:
Take Jemma's 20-question assessment to get a personalized report on what area you should focus on to be happier and more fulfilled in your businessMore about Jemma Broadstock:
Jemma (aka the Happy Coach & Psychologist)
Having worked in the online space for 10 years,Jemma started (and later closed) an agency due to burnout before making a return as a fully qualified and accredited coach. Now, she works specifically with individuals looking to build success from the inside out. With a BSc and MSc in Psychology, specialising in positive psychology and coaching psychology, Jemma's focus is on helping others cultivate more joy, fulfillment, and purpose in both their daily lives and work—without the burnout, of course.
Connect with Jemma Broadstock:
Website: https://jemmabroadstock.com/Instagram: instagram.com/jemmabroadstockLinedIn: www.linkedin.com/in/jemmabroadstock/Connect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: -
Missing episodes?
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In this vulnerable and refreshingly honest episode, I'm sharing something that might surprise some of you: I've started working a 9-5 corporate job! After five years of running my online business, I've made a significant life change that I'm actually incredibly excited about.
I dive deep into my journey as an online entrepreneur - from the highs of location freedom and six-figure years to the challenging reality of feeling disconnected from my work despite outward success. I explore that uncomfortable space of "being unhappy in a business that everyone else is impressed with" and how I tried everything to fall in love with my business again.
During our trip to Italy earlier this year, sitting in our dream Airbnb with a hot tub on the balcony overlooking Puglia, I had the stark realization: "What am I doing with my life?" Despite achieving the freedom lifestyle I thought I wanted, something fundamental was missing.
I share the exact moment when I finally stopped ignoring my intuition and decided to explore a new path. You'll hear about my job search process (with zero corporate experience!), how I found a sales role that perfectly matches my skills, and how I'm navigating this major transition.
For those wondering - no, I'm not shutting down my business! I'm currently balancing both, working about 10-15 hours per week on client projects alongside my full-time job. This episode is for anyone questioning if they're on the right path, feeling stuck in their zone of excellence instead of their zone of genius, or curious about transitioning from full-time entrepreneurship to corporate life.
Remember to tune into your intuition - sometimes the right path doesn't make sense on paper, but feels completely right when you follow it.
Resources from this episode:
Book recommendation: "The Big Leap" by Gay Hendricks (exploring the concept of zone of genius vs. zone of excellence)Connect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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Shannon Pruitt, founder of Sunday Muse Design, joins us to break down everything you need to know about strategic branding and web design. They dive deep into why your website isn't just a luxury—it's survival for your business. Shannon shares her journey from wedding planner to brand designer, revealing how she discovered the critical link between outdated websites and lost clients.
Key takeaways from this episode:
Why you need to approach branding with strategy, not just pretty colors The intentional process behind choosing fonts, colors, and design elements How to simplify your website for better conversion rates (one client doubled their inquiries in 3-4 months!) The debate behind copy vs. design first (Shannon's firmly in the copy-first camp) Practical tips for DIY branding when you're just starting out The importance of tracking where your clients actually come fromShannon drops truth bombs about attention spans (apparently we've got 47 seconds now), why she hates the word "clarity," and how to create a brand that doesn't just look good—it works hard for your business. Whether you're starting from scratch or ready to elevate your existing brand, this episode gives you the strategic foundation to make it happen.
Resources from this episode:
Shannon’s Newsletter: You can join her weekly newsletter where she shares practical branding tips, website advice, and behind-the-scenes insights from real client projects. Just visit sundaymusedesign.com/newsletter to sign up!More about Shannon Pruitt:
Shannon Pruitt is the founder of Sunday Muse Design, a strategic branding and web design studio for women entrepreneurs who refuse to blend in. Since 2015, she's built multiple businesses, but branding? That's where she thrives. With a sharp eye for design, a no-BS approach to brand strategy, and a deep understanding of what makes businesses actually convert, Shannon helps service providers, boutique businesses, and course creators build brands that command attention—and get results.
Connect with Shannon Pruitt:
Website: http://www.sundaymusedesign.comInstagram: https://www.instagram.com/sundaymusedesignThreads: https://www.threads.net/@sundaymusedesignConnect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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Are you feeling stuck about which CRM to choose for your business? In this episode, I break down my step-by-step process for selecting the perfect client relationship management tool without the overwhelm. I share a real client example of how I helped a busy coach streamline her client onboarding process by finding a CRM that matched her exact needs.
You'll learn why "making your grocery list" of must-have features before shopping for a CRM is the key to avoiding tech overwhelm and unnecessary subscription costs. I'll walk you through how to map out your client journey, identify the essential features you need, and evaluate whether an all-in-one solution or a custom tech stack makes more sense for your unique business.
I'm excited to share these practical tips that will save you hours of tutorial-watching and feature-comparing. Whether you're ready to invest in your first CRM or considering a switch from your current system, this episode will help you make a confident, informed decision.
Resources from this episode: Systems to Scale Audit - My signature service where I help you choose the right tools and build custom automations for your specific business needsWhimsical - The tool I love for mapping out client journeys and workflowse-signatures.io - A budget-friendly contract tool at just 99¢ per contractMotion.io - A project management tool with advanced client portal featuresConnect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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In this episode of Beyond the Systems Podcast, I sat down with multi six-figure entrepreneur Jennifer Morilla to dive deep into her "one product, one funnel" business approach. After experiencing serious burnout in 2023, Jen completely restructured her business around a single signature offer - her Simplify to Implify Accelerator - and hasn't looked back.
We explore how shiny object syndrome keeps entrepreneurs trapped in a cycle of creating multiple programs (when really, we should be doubling down on what's already working!). Jen shares the exact moment she realized she needed to simplify, including the hilarious story of making her OBM sign a contract promising not to let her create any new programs.
If you're feeling scattered with too many offers or struggling to stay focused on one revenue stream, this episode unpacks why simplicity leads to sustainability. We discuss how Jen structures her program to maintain quality while reducing her time investment, her content marketing strategy for a single offer, and the mindset shifts required to trust that one excellent product can outperform multiple mediocre ones.
What I love most about this conversation is Jen's transparency about her entrepreneurial journey - from travel blogger to burnt-out coach to focused business owner - and how personal development played a crucial role in her business transformation. Listen in for a refreshingly honest take on building a profitable, sustainable online business without the hustle.
More about Jennifer Morilla: Jennifer Morilla is a multi-six-figure entrepreneur, business mentor, and TEDx speaker with over 10 years of experience, helping entrepreneurs turn their personal brands into thriving six-figure businesses through online marketing and brand-building strategies.
Connect with Jennifer Morilla:
Website: https://jennifermorilla.com/Instagram: @jennifer.morillaLinkedIn: https://www.linkedin.com/in/jennifermmorilla/Connect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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Episode Description:
Ever wonder what your day could look like with proper systems in place? In this special episode of the Beyond the Systems podcast, I explain what a typical day looks like with and without business systems. Inspired by one of my most popular Instagram posts (it's pinned to the top of my profile!), I walk through different moments of the day—from morning coffee to evening wind-down—comparing the chaos of working without systems to the calm, productive flow when you have the right foundations in place.
I dive into the practical systems that make the biggest difference in your day-to-day life as a business owner, including:
Weekly planning rituals that take just 20 minutes but save hours of stressProject management systems that eliminate the guessworkTeam SOPs that prevent constant interruptionsAutomated client onboarding that works while you sleepBoundary-setting systems that protect your time and energyListen in as I reveal that you don't need 20 complex systems to transform your workday—just a few foundational ones implemented consistently. If you're tired of feeling like you're constantly putting out fires instead of enjoying your business, this episode is your roadmap to reclaiming your time and peace of mind.
Resources from this episode:
SOP Episode: "SOPs Your Team Will Actually Use"Metrics Tracking Episode: "Metrics That Matter"Systems to Scale AuditDM the word "scale" on Instagram if you're interested in the Systems to Scale Audit, or send me a voice memo about your systems challenges!
Connect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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In this episode of Beyond the Systems podcast, I chat with Jess Freeman, award-winning founder of Jess Creatives who has spent over 14 years transforming websites into high-impact business assets. We dive into the world of SEO (Search Engine Optimization) and why it might be the most underrated form of business self-care you've been overlooking!
Jess shares her journey from small-town Kansas with limited exposure to entrepreneurship to building a thriving web design business. We explore why SEO often feels overwhelming to beginners, and Jess breaks down simple, practical ways to improve your website's searchability without getting lost in technical details.
One of my favorite takeaways? Jess's perspective that "SEO is self-care" because it allows you to continue attracting clients even when you need to step away from social media. Unlike Instagram posts that disappear into the void within days, SEO-optimized content can bring you clients years later with minimal maintenance. Jess shares a real example of how a blog post she wrote 5-6 years ago recently brought in a new client through Google's AI summary!
We also discuss the "full circle" trend in online marketing—how many business owners who abandoned websites for Instagram are now returning to blogging and SEO as social algorithms become increasingly unreliable. Plus, get Jess's take on when you really need a website and why SubStack might not be your best blogging option if you care about SEO.
Whether you're feeling burnt out by social media or just want more sustainable ways to attract clients, this episode offers practical tips to get started with SEO without overwhelming yourself. Listen in for Jess's simple homework assignment that could dramatically improve your website's visibility!
Resources from this episode:
Keyword research tool: Ahrefs Keyword Generator (free version available)Check out Jessica’s podcast, BrandWhys!More about Jessica Freeman:
Jess Freeman is the award-winning founder of Jess Creatives, and has spent over a decade transforming websites into high-impact business assets. Her no-nonsense approach to web design and digital marketing has helped hundreds of health and fitness businesses boost their online presence without chaining themselves to their screens.
Connect with Jessica Freeman:
Website: JessCreatives.comInstagram: @JessCreativesConnect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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Episode Description:
Ready to streamline your client journey? In this episode, I'm breaking down my Client Flow Formula - the exact system I use with my clients to turn prospect connections into lasting relationships.
I'll walk you through the three essential steps of this formula - Convert, Serve, and Retain - and break each one down into three tiers: basic, intermediate, and advanced. This way, no matter where you are in your business journey, you'll find actionable systems to implement right away.
Whether you're a solopreneur who wants to keep things simple or you're dreaming of scaling to a team, I'll show you exactly which systems to focus on first.
Remember, there's no "right" way to structure your business. I work with clients who want to serve hundreds of people AND those who want a streamlined business that gives them more freedom. This episode will help you identify which systems actually matter for YOUR specific vision.
By the end, you'll understand how to:
Convert leads efficiently (without living in your DMs)Serve clients excellently (while gradually removing yourself from the day-to-day)Retain clients longer (with strategic touchpoints that feel personal but don't drain your time)Resources from this episode:
Previous episode: Revenue Ready OffersWant to dive deeper into my Systems to Scale Audit? That's where we'd map out your exact client flow formula together. You can DM me "scale" on Instagram to learn more!
Connect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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In this episode of Beyond the Systems podcast, I chat with Bridget James Ling, the Freedom Queen and queen of million dollar movements. Having attended her Freedom Queen Live event in November 2024, I was excited to dive deeper into what makes a movement truly work and how Bridget has built hers.
Bridget shares her journey from quitting her New York City job in 2020 and booking a one-way ticket to Costa Rica, to building a multimillion-dollar business centered around community. We explore the fundamental difference between a coaching business and a movement—where a movement has "a soul of its own" and creates a self-compounding mechanism that brings people together toward one shared vision.
We also discuss:
How Taylor Swift has created a movement (Swifties!) while other talented artists may just have businessesWhy in-person events like Freedom Queen Live create deeper connections and transformational results for attendeesThe exciting updates for Freedom Queen Live 2025 (November 20-23), including specialized sessions focused on ads, funnels, and even a new "Freedom King" session for menBridget's business systems approach: balancing "passive channels" (like email sequences and podcast content) with "active channels" (live programs)How Bridget's simple, templated systems allow her to launch programs in just 20 minutes that would take others weeksWhat struck me most was Bridget's emphasis on building community and belonging. As she puts it: "When someone feels like they belong, they're never going to leave. And when someone feels like they belong and they're seen and heard, they can get a transformation that is far bigger than if they just bought into someone's coaching business."
If you're building an online business and want to create something that moves beyond just transactions, this conversation will inspire you to think differently about community, connection, and creating your own movement.
Resources from this episode:
Freedom Queen Live 2025 (November 20-23)More about Bridget James Ling:
Bridget James Ling, known as the "Freedom Queen", is a business mentor and community builder who helps ambitious women create businesses with both purpose and profit.
After quitting her corporate job in New York City in 2020, Bridget booked a one-way ticket to Costa Rica where she met her now-fiancé and began building her multimillion-dollar business. Drawing from her community-centered upbringing, she created Freedom Queen—a movement rather than just a coaching business—that focuses on connection, belonging, and transformation.
Beyond her business success, Bridget is passionate about helping women step into their authentic power and build movements that move people toward shared visions, rather than simply selling coaching services. Her straight-talking, no-nonsense style resonates with entrepreneurs who want to make "a disturbing amount of money" while creating meaningful impact in their communities.
Connect with Bridget James Ling:
Website: www.freedomqueen.comInstagram: @bridgetjameslingConnect with Sam:
Website: https://www.systemswithsam.com/services Instagram: -
In this episode of Beyond the Systems, I'm diving into the often overwhelming world of metrics and data tracking for your business. If you've been avoiding metrics altogether or feel like you're drowning in spreadsheets without any real insights, this episode is for you! I'll share my practical approach to metrics tracking, how to identify which numbers actually matter for your business, and how to use that data to make better decisions without sacrificing your creativity. Whether you're just starting with metrics or looking to realign your focus, I'll walk you through the simple questions that will help you track the right data to grow your business.
What You'll Learn:
Why the data itself isn't overwhelming—it's what you do with it that can beHow to identify your "money-making metrics" that directly impact your bottom lineThe three key questions to ask yourself to determine what you should actually be trackingHow to build a simple tracking system that gives you actionable insightsWhy setting realistic goals requires understanding your conversion ratesHow I approach metrics tracking with my own clients (and in my own business)Resources from this episode:
Free Metrics Tracking Template: Grab the exact metrics tracking template (be sure to make a copy) I use with all my clients.
Connect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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This week I sit down with Laurie Stirling, business leader of the year and operations expert with over 20 years of entrepreneurial experience. Laurie shares her journey from graphic designer to web developer to business coach, and how she landed a role as a Clockwork coach by boldly "shooting her shot" with an email.
We dive deep into how creative entrepreneurs can identify their bottlenecks, scale strategically, and create stability despite unpredictable cash flow. If you're feeling maxed out on time, struggling with work-life balance, or wondering which areas of your business to delegate first, this episode is packed with actionable advice to help you buy back your time and focus on being the talent in your business.
Laurie breaks down different scaling strategies that actually work for creative entrepreneurs, from finding the right support staff to developing frameworks that allow you to transfer trust to your team. She also shares brilliant financial tips for creating stability when income fluctuates, including her "one month ahead" budgeting approach that has helped countless business owners sleep better at night.
"Business is different. Don't approach everyone the same and just say, just do this same model that worked for my last client. It's different for everyone, different personalities." - Laurie Stirling
Resources from this episode:
Laurie's Bottleneck QuizBook recommendation: Clockwork by Mike MichalowiczBook recommendation: Profit First by Mike MichalowiczMore about Laurie Stirling:
Laurie Stirling is a seasoned entrepreneur with 20 years of experience and an award-winning business coach specializing in helping creative entrepreneurs scale their businesses without being overwhelmed. Laurie works with business owners who are the talent behind their success but have hit maximum capacity and can’t step away without losing revenue. With her expertise in strategic planning, team building, and process automation, Laurie coaches clients to extract their unique skills, refine their intellectual property, and delegate effectively, so they can grow their business and still take time for themselves. As a certified Agile business analyst and winner of the 2024 Global CFO Business Award for Strategic Planning Business Leader of the Year, Laurie is passionate about helping overworked entrepreneurs regain balance while continuing to expand.
Connect with Laurie Stirling:
Website: https://www.lauriestirling.com/Instagram: https://www.instagram.com/laurie.stirling/ Linkedin: https://www.linkedin.com/in/lauriestirling/ Facebook: https://www.facebook.com/lauriestirlingconsulting/Connect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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Episode Description:
In this episode, I'm joined by my business bestie and Influencer OBM Academy co-founder, Alex Porterfield. We dive deep into how the online business landscape is shifting from bloated teams to lean, strategic operations—and what that means for you as an OBM or VA.
If you've been wondering whether you're a VA or an OBM because you're doing both roles, you're not alone. We discuss why the lines between these roles are blurring, how to position yourself in this changing market, and most importantly, how to price your services accordingly so you don't undervalue your expertise.
Alex and I share candid thoughts about:
The shift from big teams to lean teams in the online spaceWhy certifications shouldn't be your safety net (and when courses actually help)Moving from hourly rates to retainer packagesGetting comfortable with premium pricingThe mindset shifts necessary to become irreplaceable to your clientsThis conversation is perfect for service providers who are ready to step into their power, own their unique value, and create a role that's customized to their strengths rather than trying to fit into outdated boxes.
Resources from this episode: Sign up for our Influencer OBM Academy Open House (March 17-21): More Info Here!Alex's previous episode on the podcast: How to Pivot and Book Out Your Services as an Influencer OBM
More about Alex Porterfield:Alex is an experienced online business manager, specializing in providing strategic support for multi-6- figure influencers and women entrepreneurs. With her deep understanding of the digital business landscape and her passion for helping others succeed, Alex has become a sought-after business coach, training
women on how to become successful virtual assistants and online business managers. Alex's signature programs, Influencer Support MethodTM and Influencer OBM AcademyTM have helped 40+ women around the world achieve their entrepreneurial dreams. Through these programs, Alex provides comprehensive training on everything from the influencer industry and how to strategically support Influencers to project management and team leadership, giving her students the tools they need to build thriving online
businesses.
Connect with Alex:
Website: http://influencersupportmethod.comInstagram: @itsalexporterfieldTikTok @itsalexporterfieldConnect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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In this bonus training, I break down what makes an offer truly scalable and how to build an offer suite that supports the lifestyle you want.
What You'll Learn:
The 5 key elements that make an offer scalable (automated onboarding, systemized delivery, clear boundaries, repeatable processes, and minimal customization)Why automated onboarding is crucial for psychological readiness to scaleHow to calculate your effective hourly rate for each offerThe spectrum of scalability from digital courses to custom 1:1 servicesPractical steps to identify bottlenecks in your current offersWant support breaking through the bottlenecks in your business?
I have a few spots open for my Systems to Scale Audit. It's a 90-minute session where we'll look at your current offers, map out your scaling strategy, and build your custom client journey automation map. You'll walk away knowing exactly what needs to be built for you to scale without working more hours.
Book your spot here: https://systemswithsam.com/systems-scale-audit/
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Episode Description: In this episode of Beyond the Systems podcast, I'm diving into how I've been intentionally using AI in my business for the past six months—and it has completely changed the game! I was super skeptical at first (thinking AI would either take over my job or be useless), but a major mindset shift happened when I started seeing AI not as replacing a person but as enhancing tasks I was already doing.
I'm breaking down the three main areas where AI has transformed my processes: content creation, client work, and team management. You'll discover how I went from spending 3-5 hours per week creating content for just Instagram and my podcast to producing twice as much content (Instagram, LinkedIn, multiple weekly emails, podcast, and blog posts) in under 2 hours!
I've found that AI works best when you already have established systems and a clear brand voice. That's why I'm sharing exactly how I built my knowledge base in Claude AI, how I repurpose my podcast content across multiple platforms, and why starting with what's already taking up most of your time is the perfect entry point for implementing AI.
That moment when I realized I didn't have to choose between consistency and time freedom was game-changing. Now I can maintain my content schedule even during busy client weeks without sacrificing quality or burning out.
If you've been curious about practical, realistic ways to incorporate AI into your service-based business, this episode gives you the exact roadmap I've followed to save 5-10 hours every single week!
Resources from this episode:
10 AI Podcast PromptsPodcast Systems BlueprintClaude AI (claude.ai)Fathom AI (fathom.video) - AI note-taking tool for Zoom callsRiverside (riverside.fm) - Podcast recording platform with AI featuresLoom AI - For creating SOPs from video recordingsConnect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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In this week’s episode, I sit down with Lena Sesardic, a business and life mentor who shares her incredible journey of completely transforming her life and business in late 2023. From working in tech as a product manager to becoming an online entrepreneur during COVID, to her latest chapter of "blowing up her life" and moving to Mexico, Lena opens up about the messy middle of pivoting and finding yourself again.
We dive deep into what it really looks like to build a true freedom business - not just the highlight reel, but the uncomfortable periods of uncertainty, self-doubt, and reinvention. Lena shares candidly about her experience letting go of a successful coaching business, taking a complete break, and trusting herself to build something new. We discuss how being authentic in your content creation has supported her through multiple business pivots, and why she believes entrepreneurs need to stay adaptable, especially with the rising impact of AI.
This conversation is perfect for service providers feeling stuck in their business model or anyone craving permission to evolve their business in alignment with their desires. You'll hear honest insights about:
- The reality of major business pivots and how to navigate the uncertainty
- Why authenticity in content creation matters more than ever
- The importance of allowing yourself grace while still maintaining forward momentum
- How AI is reshaping the online business landscape and why staying adaptable is crucial
- Building a diverse income stream and thinking beyond traditional online business models
Resources from this episode: Please note any resources that need to be shared in the show notes.More about Lena Sesardic: Lena is a freedom business & life mentor who is on a mission to show women that's it's safe and GOOD for them to put their full selves out there by going first. She lives & breathes authentic content that speaks straight from your soul and loves to empower women to make bold AF moves that attract dream clients & create their dream life.
Connect with Lena Sesardic:Website: http://www.lenasesardic.comInstagram: @contently_lenaTiktok: @contently_lenaLinkedIn: https://www.linkedin.com/in/lenasesardic/
Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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Episode Description: In this episode, I break down why your tech stack might be simpler than you think. Whether you're currently running your business straight from your inbox or drowning in a sea of disconnected tools, I'll show you how to build the essential foundation you actually need.
I share the real talk about why the transition from $5k to $15k months is such a crucial turning point in your business systems. Most entrepreneurs I work with hit this wall around $8-10k months - that's when you realize manually managing everything isn't sustainable anymore, but you also don't need 40 different tools to scale.
You'll learn:
Why more tools doesn't equal better systems (and when to keep it simple vs. when to upgrade)The four core tech foundations every $15k month business needsHow to avoid the common mistake of choosing tech before having systems in placeMy grocery store analogy for tech shopping (because we've all made the mistake of shopping hungry without a list!)Plus, I get real about why revenue can be a helpful indicator of your systems needs - not because of the money itself, but because it tells me how much you've got on your plate and whether you're ready to refine your processes.
Resources from this episode:
Free Tech Stack ChecklistConnect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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In this episode of Beyond the Systems, I interview Josh Haynam, co-founder and CEO of Try Interact, a platform for creating quizzes. We explore how quizzes have evolved from simple personality tests to powerful tools for meaningful customer engagement. Josh shares how the quiz landscape dramatically shifted in 2024, moving away from viral "what shrimp are you?" style quizzes to more intentional, value-driven experiences that help solve specific problems.
Some key moments from the episode:
"Things change slowly and then all at once" - Josh perfectly captures how quiz marketing transformed in 2024. The days of 5-question viral Buzzfeed-style quizzes are over. Today's successful quizzes create personalized journeys through your content and expertise.
Josh breaks down an excellent example of a modern quiz - an English language assessment with 13 thoughtfully crafted questions that demonstrates the creator's expertise while mapping to specific pain points. Each result delivers a customized content journey addressing the quiz-taker's exact needs.
When asked whether quiz creators should focus on being positive/affirming or pointing out what's wrong, Josh reveals that in 2025, people overwhelmingly want quizzes to identify their problems first. As he notes, "If you don't start by acknowledging that something is off, I'm not going to listen to you."
The conversation dives deep into the psychology of asking questions and why many businesses overcomplicate quiz creation instead of simply recreating their most helpful customer conversations.
For business owners considering adding quizzes to their marketing mix, Josh emphasizes that successful quizzes sit at the intersection of three elements: a compelling topic (like personality or spirituality), personal relevance to the individual taking it, and a clear connection to your business offerings.
Together we discuss the rise of branching logic quizzes - while they require more backend work (sometimes mapping out 128 different possible outcomes!), they deliver an almost magical experience where just 4-5 targeted questions can lead to pinpoint accurate results.
As Josh shares, nothing beats personal conversations for conversion rates. Only turn to automation tools like quizzes when you've had enough customer interactions to truly understand the journey.
This episode is perfect for business owners looking to understand how quizzes can create meaningful connections with their audience while delivering real value. Josh's conversation provides both strategic insights and practical tips for creating quizzes that resonate in 2025's more intentional digital landscape.
Resources from this episode: TryInteract: https://get.tryinteract.com/systemswithsam if you sign up free you can get a free quiz strategy callMore about Josh Haynam: The co-founder and CEO at Interact, a software for creating list building quizzes. Since co-founding the company in 2013, Josh has worked with the world's leading brands on quizzes ranging across every industry and use-case imaginable.
Connect with Josh Haynam:Website: http://tryinteract.comInstagram: instagram.com/tryinteractLinkedIn: linkedin.com/in/jhaynam
Connect with Sam:Website: https://www.systemswithsam.com/services Instagram: -
Episode Description: In this episode of Beyond the Systems podcast, I dive deep into Standard Operating Procedures (SOPs) – the secret weapon for scaling your business and building an efficient team. Learn how to create SOPs that actually work, eliminate constant team communication bottlenecks, and set your team up for success.
Key Takeaways:
SOPs are not boring – they're your business's operational lifelineReduce team communication back-and-forth by creating clear, detailed proceduresUse tools like Loom and AI to streamline SOP creationBe extremely specific in your documentation to prevent team questionsResources from this episode:
Loom (screen recording tool)Claude AI or ChatGPT (for SOP drafting)SOP Template (available through Systems to Scale Audit)Surprising Insights:
Team building is one of the hardest challenges in online businessMost entrepreneurs have never been formally trained in team managementSOPs can transform your team's efficiency and your stress levelsRecommended Next Steps:
Start documenting your core business processesUse screen recordings to capture exact workflow stepsCreate detailed, specific instructions for each procedureConnect with Sam:
Website: https://www.systemswithsam.com/servicesInstagram: https://www.instagram.com/systemswithsam/LinkedIn: https://www.linkedin.com/in/samwhiz/Want to Go Deeper? I offer a Systems to Scale Audit where I help you map out core business systems and identify exactly where you need SOPs. Limited spots available, click here to learn more.
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Beyond the Systems - Episode 63: From Scuba Instructor to Lead Gen Expert: Mills Gray's Journey to Helping Service Providers Thrive
Want to level up your lead generation game without feeling sleazy or overwhelmed? In this episode, I sat down with Mills Gray, a business coach with 16+ years of experience who helps service providers create stacked offer strategies and attract their dream clients.
After running a painting holiday company (think luxury art retreats) and diving deep into marketing, Mills found her sweet spot helping service providers and practitioners get visible and grow their businesses. And let me tell you – her approach is refreshingly practical.
Key takeaways from our chat:
Why splitting your week into thirds (lead gen, selling, serving) is crucial for avoiding the feast-or-famine cycleThe power of collaborations for organic growth (and why they beat posting 3x/week on Instagram)How to create lead magnets that actually work (spoiler: it's not about making 40-page ebooks)Why your cold audience needs different content than your warm audienceReal talk about systems and automation (and why Mills is "marrying" Claude AI)Mills dropped some truth bombs about why service providers often resist change (even when they're burning out) and shared her surprisingly simple approach to content creation and repurposing.
Listen in for practical strategies you can implement today to grow your business without working 40+ hours a week serving clients. Plus, Mills shares her secret weapon for creating hooks that actually stop the scroll (because apparently not everyone wants our freebies... who knew?).
Find Mills on Instagram @mills_gray and check out her podcast "Soul Leaders" for weekly 10-15 minute marketing tips.
And hey – if you're struggling with systems and automation like Mills admits to (hello, abandoned ClickUp account), let's chat! I help service providers streamline their businesses so they can focus on what they do best.
Resources from this episode:
https://millsgray.kartra.com/page/minimind
More about Mills Gray:
Mills has been a business owner for over 16 years. A coach and mentor focusing on helping service providers create a stacked offer strategy, attract dreamy af clients and step into their ceo era. A retreat host, podcast host and all round cheerleader:
A mum of two teens, two naughty dogs and lover of cold water swimming.
Connect with Mills Gray:
Website: http://www.millsgray.comInstagram: @mills_grayConnect with Sam:
Website: https://www.systemswithsam.com/services Instagram: https://www.instagram.com/systemswithsam/ LinkedIn: https://www.linkedin.com/in/samwhiz/
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