Coming from a long line of teachers, preachers, artists and writers, the tech world never sang to me. At least not until I started my own business and realized what was available, if I were to master a few key ingredients.
This is where my nerdy researching took flight. I dove head first into studying all the tools I could find to make running my business (hypnotherapy at the time) easier in any way I could. I started launching online courses, building out elaborate sales funnels and futzing around with email sequences until I finally found my calling. Turns out my writer background and engineering brain LOVES to build and connect these valuable strategic business systems laced with boatloads of content.
I’m talking about automation: for some it’s passive income, for others it’s a lighter load in their email inbox. Whatever it looks like, the point is that technology can make life a heck of a lot easier, if we just take the time to set it up.
“We are the Jetson’s!” We are living in a time where it couldn’t be easier to share your message on a large scale.
But Where the F do we start?
NOTE: These are useful tools to implement, but by NO means necessary to the growth of your business. You can always go without, it just gets easier when you have some systems to support you.
# 1 Online Scheduler – (and a digital personal Calendar to sync with)
This one can be the biggest immediate game-changer. Imagine how things are to begin with: Someone makes it to your website, they realize they want to learn more, and you have them ‘contact’ you in a simple form which leads to an email correspondence. That leads to three or four more emails to find a mutually good time to meet and after a good 30-45 minutes of your life has been spent organizing, you eventually have the appointment.
What if instead, a person made it to your website, and decided they wanted to talk to you and (with or without the filtration step of an application or survey of some kind) they book themselves directly onto your calendar for a consultation. !!!! Time saved. Potential client relationship starting off with a bang.
My favorite tool for this is Acuity Scheduling as it does custom appointments, allows for automated email reminders, syncs with your personal calendar, takes payment, and even allows you to host classes and sell packages. Here’s my affiliate link: bit.ly/wildheartsacuity or a direct link: https://acuityscheduling.com/
Online scheduler’s can be a hassle so I made a quick checklist to help people set Acuity up, if you’d like a copy of that you can find it here: https://wildheartsriseup.mykajabi.com/p/acuity-checklist
The added step of syncing this calendar with your personal appointments depends on your use of a digital calendar such as Google Calendar, iCal, Outlook or the like. Not necessary, but really nice for avoiding the dreaded ’double-booking’.
Look for: Payment processing, calendar syncing, email reminders and a nice user interface. Free is not always better in this case.
#2 Autoresponder –
I LOOOOOVE this tool. This might be my nerdiest love affair of them all. This is what people refer to when they ask about your ‘list’. Basically, an autoresponder allows you to automatically, or manually, email your entire following of subscribers (I hate that term too) anytime you like.
I’ll set the scene again: (Although this has likely happened to you on the receiving end, many times.)
Imagine you invite someone to a workshop, or to partake in your free gift, or someone makes it to your website and wants to receive updates from your blog or something… They plug their email into a little box, click submit, and KAPOW! They get a message right away! That immediate delivery happens from an autoresponder. Again, lots of amazing tools out there, but in my nerdy poking around on the inter-webs, and after trying out at least 3 for myself, my hands-down favorite is Active Campaign.
I get a little heart flutter excited every time I share about it.
Here’s what you want to look for: (and what Active Campaign of course excels at)
- “Does it include automation for the introductory price?” Mailchimp is a great introductory tool, but won’t take you as far as other programs that allow for tagging and better organization of your list.
- Is it easy to segment the list? This may not come into play for you at first, but at some point you are going to want to send a message to your whole following except for your current clients and your moon circle friends (maybe that’s just me?) and that is NOT simple, segmentation I mean, on some of the platforms out there. Active Campaign uses tags and it may sound fancy but you get the hang of it pretty quick. i.e. Send to everyone except ‘x’ tag, and… done.
- Can the user experience be catered to their interactions with your emails? In AC, you can actually tag someone when they click a link, or become a client and they will immediately stop receiving a series of emails encouraging them to schedule with you or ‘check out this thing’. I find that when we only send messages to people based on their interests, we not only hit the nail on the head for them offering-wise, but we can feel a whole lot better about what we’re sending because we know it actually applies to who it’s going out to.
PRO TIP: Always, always, ALWAYS write emails in a document first and copy them into your autoresponder later. This is to minimize loss and frustration in the writing and sending phase as well as the migration to a new system phase. Keep that stuff organized for extra brownie points. You will thank you later.
#3 A Business Building Website –
WTF is that? There are two kinds of small biz sites out there:
1. A Brochure Website: Gives information, talks a lot about your services, links to a bunch of things, maybe has a contact form.
2. A Business Building Website: Builds a relationship with your people, speaks directly to their heart, offers value up front and allows the visitor many ways to get in touch or receive more from you. Free gifts, opt in forms, scheduling links etc. Brings them down the path from viewer to friend.
My favorite tool for this: WordPress.org
PRO TIP: This process begins with purchasing a ‘hosting’ package through one of the many Hosting companies out there. SKIP GoDaddy, they suck for more than one reason. I use Bluehost, and also recommend HostGator as a trusted source with good customer service. Once you purchase hosting, they will help you ‘install’ WordPress onto your fancy new domain name.
(Note: .com is highly recommended over .org or .biz if possible when choosing your domain)
I hate seeing people get stuck on this step. The truth is you DO NOT need a website to get your business up and running.
But, I know for some there is a feeling of legitimacy that comes with a website, so if you want to go the WordPress route and want some help setting it up, reach out. Someone in your network, or Tad or I can recommend someone. I even built a mini course to walk people through building sites on WordPress because I was tired of seeing my friends spend $5k on a website they didn’t like.
#4 Surveys, Questionnaires, Quizzes –
One of the greatest ways to know what your people want is to….. ASK THEM! Yep, to actually get their input on how they think about their issues, what they desire most and what kinds of solutions they are looking for. (There’s a great book on how to do this called “Ask” by Ryan Levesque.)
You can use a free system like Google Forms or Typeform and create a quick survey that asks them a couple key things.
- What’s the biggest challenge you’re facing right now?
- What have you already tried?
- What do you want instead?
- What kind of support are you looking for?
….and so on.
PRO TIPS on this: Keep the number of questions low and make most of them multiple choice. The one you really want their exact words on is how they’d describe their biggest challenge when it comes to (the problem you solve). Surveys work better when you make their personal info optional, or don’t ask for it at all. This is an info-gathering phase, not a list-building phase.
Quizzes are awesome ways to both get to know your people and add some value. It’s human nature to want to know about ourselves, if we can provide insights like that, while also learning about the needs of our audience, awesome! I use Thrive Quiz Builder on WordPress, but have heard good things about Qzzr as well.
#5 Content Delivery Platform –
Do you have a Blog? Podcast? Youtube Channel? Meetup Group?
Are you sending out emails, pdf’s, checklists and blueprints? There are countless platforms to assist you in delivering your message to your people. My recommendation matches Tad’s, start where you feel like starting. Play to your strengths.
Whatever you do, start doing it and sharing it with your people. Your unique point of view is what sets you apart from every other practitioner.
Yes, the world needs your message.
There are people out there literally waiting for your refreshing take on this wild ride called life.
Ring the bell.
Shake the dust.
#6 Social Media Biz Presence –
This could be a Business Page on Facebook, a Professional Profile on LinkedIn or even an Instagram account, the point is to figure out where your people are hanging out and show up there. Many kinds of people hang out on Facebook, but sometimes it’s easier for a jeweller or photographer to get found on Instagram, as it’s more imagery based. Likewise, corporate or traditional business folks might be more inclined to seek resources on LinkedIn.
I encourage people to begin with a media presences that feels light to you. If you are a writer, write. If you are a speaker, live stream some videos. If you are better in some other format, start there. I have personally gained a lot by pushing myself to expand to new frontiers of visibility, but I started with words on a page. That’s what I knew how to do.
#7 Social Media Scheduler –
One of the biggest game changers in my business growth was when I started batching my creative output. Rather than worry about how I was going to be ‘visible’ on social media, or to my list, or in the world on a daily basis, I started tackling that stuff in big batches.
So I’d sit down and write 20 inspiring posts, or a months worth of Blog entries, or pull a bunch of quotes from past talks and videos. I started mining past articles I’d written for what I like to call ‘nuggets of glory’ and then using those quotes on an amazing website called Canva.com where you can easily put images and text together in a fancy way. (Without having to learn the ins and outs of photoshop.)
Then, I would, and still do, take this chunk of juicy content bits and use Hootsuite.com to schedule them out into the future on my various social media pages. Don’t put it off forever, it goes quicker than you expect.
#8 CRM or Follow Up System –
I don’t personally use a CRM (Client Relationship Management Software) but the idea is that with a good tracking system, following up is easier to do. When you meet someone and they express interest in your work, or you do a consult and someone says “Yes, but let’s start next month.” You want to have a solid way to track that information so you don’t forget to follow up because when you follow up, you generally end up with more clients.
I use a project management tool called Trello.com which syncs to my phone and allows me to set due dates and make notes about people I’ve spoken to. (More on this below.) You can also set a reminder in your actual calendar to call them back. Whatever you use, make sure you’ll keep up with it. The best plan of action is one you will actually take action on.
#9 Content/Project Management –
Tad talks (“TadTalks”) about tracking things like the ‘Hubs’ for your niche, and organizing your brilliant ideas as they come to you. I found after a few years of great ideas and personal connections, I was overwhelmed with pieces of paper and ‘important notes’. So this tech tool tip is to find a project management, or idea organization system that works for you and USE it!
Here are my favorites:
Trello.com: I use this to create new projects, to organize what I delegate to my VA’s, to track my work with my clients, what they’re working on, how many sessions they have left etc. I even use it to keep all my To Do lists organized in one place. FREE I have like 30 separate project boards and still haven’t paid a dime.
Evernote.com: This is where my brilliant strikes of inspiration go first, into special organized note folders until I know what they’re for or what project they associate with in Trello. Lists like Books to read, Links to remember, Groceries to buy, and Gift Ideas for Mom and Dad usually end up in Evernote. FREE
Scrivener: This one is really more for writers, but I’m mentioning it here because I love it. I’m actually writing this in Scrivener right now. Easily create folders and subfolders for different parts of a project. Great for keeping good track of ALL your content without going hunting for it, or for managing the development of a book. $40 software.
#10 Shopping Cart –
This is a key element when it comes time to sell a product, course, program or service. If it’s a class or appointment, you can use Acuity, or whatever scheduler you chose that hopefully takes payment. If it’s something larger, you can get started on PayPal, Stripe or Square. All charge roughly 3% to process payments. When you move into an online learning platform, they will often include secure checkout pages also linked to you via PayPal, Stripe or Square. Don’t feel like you need to go out and get a “Shopping Cart,” you’ll know there’s a need when the time comes.
The fact that you’re reading this means you are on to big things. I love that about you!
I’ll leave you with two last reminders:
1. You do not need all of this, especially not all at once.
2. You do not have to do it alone. If you need support, get it. If not me or Tad, someone else you have access to. It can be daunting to take new systems on but I promise you it is worth it in the long run.
To infinity and beyond!
Xo Molly Mandelberg
Having studied with masters, traveled the world and applied the great teachings to her own life, Molly Mandelberg is uniquely qualified to help launch you from where you are now, to the next level of your business. Molly has an unusual combination of spiritual/visionary and high tech/practical/business savvy. She is an artist, a globe trotter, a writer, a speaker, a facilitator and a leader.
Whether you are stuck in procrastination, confusion or things just aren’t moving fast enough for you toward your goals, having empowering, kickass support may be just what you need. From content and design through streamlined global delivery systems, Molly Mandelberg may be the answer you’ve been looking for. You can learn more about her at: www.WildHeartsRiseUp.com