Hey everybody and welcome back to The Strategy Hour! We hope you’re as excited for today’s episode as we are because we have something special for your earbuds that we know you are going to love. Today we will be talking about email welcome sequences and how to do them right. It took us some time and a few missteps to get our’s where we are today and we are happy to share all the blunders we made with you for you and your business’ benefit! We want to help you get your welcome sequence just right for your needs and most importantly to make it profitable, so buckle up!

During this discussion we’ll be guiding you through our history with our email tools and ideas and showing all our listeners just what worked and what didn’t. And at the end of the chat we will be sharing something extra special that can take you one step further in your marketing so make sure to listen out for that. We cover the purpose and reasons for having a welcome sequence that is the bomb, we also do a deep dive on why our first welcome sequence was so bad! Imagine that! From there we share some of the reasons why it can be so difficult to get this right, especially in the beginning and we finish off by emphasizing what you should be focussing on when you are putting your sequence together. So let’s get all the way in!

Today on the show, Emylee and Abagail walk listeners through their October profit report and, as per usual, it is nothing short of wild! Before October kicked off, Abagail and Jared suddenly needed a bigger space and ended up purchasing a new home without even planning to. What’s more is it is a fixer-upper that needs quite a bit of work, and we don’t need to tell you what a time-suck buying and renovating can be. At the same time, Emylee was away for a week on a much-needed break, and things got crazy and chaotic very quickly, but they managed to pull it together and still make a great profit in the end.

Amidst it all, they planned for a big launch in November and ran their first sale on the Creative Template Shop’s annual membership, all of which they discuss in this episode. They also had to establish whether a monthly or annual membership would be more profitable in the long term, so they did an experiment to see whether they could switch over to just an annual membership but realized that the slower conversion rate was not going to cut it just yet. Tuning in, listeners will find out how they managed to increase their memberships while reducing the one-off purchases in the Shop, and where all the other revenue came from in October. Of course, they also share the details on what they had to spend to keep things moving along smoothly and treat themselves appropriately. Be sure to tune in for all of it, and more!

In today’s episode, we are talking with Elizabeth McCravy. She is a Nashville-based website designer and business strategist. She designs strategic and fun website templates for female entrepreneurs. Today we are focusing on her journey utilizing Dubsado to grow her business to six figures plus. We are going to be looking behind the scenes at what features she loves most about Dubsado, what order of importance she recommends for you to set up using Dubsado’s features, to get stuff off your plate so you can focus on clients and actually scale.

Elizabeth says she was only able to scale to six figures because of Dubsado, so if scaling and clients are in your future, Dubsado is going to be for you. We also do a little sneak peek on how Elizabeth has set up Dubsado to use for her podcast guest’ inquiries. She also answers the question of what feature Dubsado should have if it could only have one! We hope this one is an eye-opener for you as far as different strategies to implement in Dubsado in your client-based business, podcast, guest blogs, or anything related to getting people interested in working with you. Let’s get those workflows set up!

In today’s episode, we are going to talk a bit about reorganization and what it looks like to really get clear on the roles and responsibilities of your team members inside your business. We will talk about how you might do this as a way to clean up and get your head straight before you go through a hiring process.

We have probably made every mistake in the book when it comes to hiring and have learned a lot over the last few years as we have expanded our team. We have come from every end of the spectrum when it comes to hiring a team – having a big team, a small team, no team, contractors, and everything in between!

Today's guest, Alyssa Bloom, has spent the last 10 years working for one of the biggest companies in the world, being a manager for virtual teams. She manages over 120 people and has an incredible background in management and people leadership. In this episode, we are talking about creating a sense of ownership in your community and culture in your business. We have always been open about our struggles as leaders of our internal teams. We have had challenges with motivation, delegation, and just making sure that our staff is happy and that they like what they are doing.

It has been something we have wanted to get better at ever since we hired our first VA. So, having someone we love and respect so much help us get organized and in shape was crucial, and we are sharing that process with you today, along with how you can replicate it. There are so many good takeaways that Alyssa shares. We hear how to get more organized, make good hires, and most importantly, how to create a sense of ownership within your team and have your staff be as happy as they can be.

Today we are talking about batching your shiz! Yeah, girl! We know it’s a sexy topic going into the holiday season, but even in general, people want to get as much done in as small a window as possible so they can focus on the thing that they started their business to do. A lot of people find marketing monotonous, which we get, and we have been making it not only easier for you but also more fun with the Creative Template Shop.

Another great way you can wrap up the end of the year is by batching a bunch of content so you can serve your clients, finish projects, ship out orders, get things listed, have fun in the holidays with your family, and renovate the new house you just bought too! So, to do this and to make it fun, we decided to bring back the challenge concept, and today’s show is all about our newest one – The 4-Day Batch Blitz!

Our guest on the show today is Abbey Ashley, the founder of The Virtual Savvy! After running her own successful VA business for a few years, she has gone on to help other aspiring virtual assistants launch and grow their own at-home businesses from scratch. We get to pick her brain today, and the reason we’re so excited is that she has an amazing business philosophy which involves keeping things simple while still making a major impact! She has perfected the art of doubling down on the areas that work and remaining laser-focused on those rather than getting distracted.

In this episode, you’ll learn about her launch game plans as well as how she deals with Black Friday, teaching us how to set ourselves up for a booming year ahead.

We remember our first good sales experiences so well! It can be one of the best feelings in the world and it does not have to have that slimy and sleazy feeling to it at all. Today we are talking about what we are actually doing and the process for having more efficient, successful sales meetings, that just feel better. No one one wants to feel icky and coercive when they are pitching and the truth is you really do not have to! What you really need to learn how to do is to let people fall in love with your offer, so it is less about selling and more about showcasing your process. If you follow these simple pointers the actual sales pitch will be a home run, we promise!

We have spoken at length on the podcast about locating your ideal and appropriate clients and this episode is essentially what to do once you have found them. Bad experiences in this department can make you feel terrible so we are trying to steer as far clear from these as possible. You do not want to be word-vomiting your way through nervous, un-researched meetings. These can leave you feeling like a wreck and with no more money to your name! Let's rather get strategic and get selling!

Joining us on the show today is returning guest Ward Sandler, the co-founder and CEO of MemberSpace. Ward runs a SaaS company that enables entrepreneurs and organizations to turn any part of their website into members only with just a few clicks. But we are not talking only about MemberSpace in this conversation but a new way to integrate an amazing community to your membership or products using a tool called Circle. While Circle isn’t affiliated with MemberSpace, they work together perfectly — which we love! Ward breaks down the features of Circle and how you can add-on a community to make a great experience for your members and customers.

We did an episode on Patreon and Mighty Networks a while ago (Episode 468), and this is yet another option for those who want to move their community away from social media platforms such as Facebook groups. Ward gives his take on Patreon and Mighty Networks, explaining how the pricing and features differ from MemberSpace and Circle and why he is a huge fan of picking the best tools for every need and then making them fit together seamlessly. Listeners will also get plenty of advice for setting up MemberSpace and Circle and learn how it can transform their membership engagement. Be sure to try it and check it out at bossproject.com/memberspace!

We’re excited to talk about business in September and the fact we’ve been in business for five whole years! Honestly, it now feels like we were babies when we started this whole thing because looking back at old blog posts and videos we created in the early days – you can tell that a lot has changed. We have really aged – but we think in the way that fine wine does. Abagail used to have a perfectly smooth forehead when she got botox to alleviate her migraines, but now she embraces her age and is happy to have a few extra lines. It comes with the territory! Emylee, on the other hand, loves her potions and creams and whatever it takes to bring out her youthful side.

But in this episode, we talk about how our business has aged (along with us) and how we have found our groove, shifting from a do-er to a be-er mentality and enjoying much more calm than chaos. We share what we got up to in September, focusing on the live launch we did for Strategy Academy and how we have adjusted our approach to ads for the better. Tuning in, you will also hear us talk about the appropriate amount of planning, the strategy we implemented to make the next few months easy, and all our profit and expense numbers for September.

Prepare yourselves for one of the best episodes! Why? Because we are interviewing two of our favorite people, Jake and Becca Berg, the founders of Dubsado. Not only have they done amazing things for us in our business but they have helped many other service-based babes get a grip on things. We have loved watching them continue to grow over the last five years and admire them for building a software service while also leading one of the best customer service teams out there, making a huge impact on small business owners. They are now five years in and have expanded to 45 employees!

In today’s episode, we are touching on some of those unique aspects that make Dubsado tick and pick their brains about what they are doing that we can all apply to our businesses. Jake and Becca share the lessons they have learned as a SaaS company, how their business has evolved and changed in 2020, and how they have kept customer service a priority throughout. Be sure to tune in for a super fun interview!

In today’s episode, we are going to bring back an oldie but a goodie — We are going to do a Boss Talk episode, where we just ask a question, riff on it, and see where it leads us. That's totally our style anyway; we love to riff on things. No one is surprised that we go on tangents and talk about whatever we want, whenever we want. The question for today is, how do you cope with stress and still remain productive when you have got all this stuff going on? We both run two businesses, so there is a lot on our plates! Also, we are in the middle of a pandemic, heading into a new season, Emylee has a kid who is bouncing off the walls, and Abagail just bought a house that needs renovations!

So, as you can hear, there is hardly anything going on at all (sarcasm much?). The question around productivity is one we hear super often, and Emylee finds she always gets it in her DMs when she has shared an especially productive day. People want to know how she manages to sleep, much less do it all. So, just to clear the air, she wants to let everyone know that she is not a workaholic, and it’s actually something she actively puts effort into not being. It's so easy in today’s world to just work all the time, especially for her personality type. So, she wants to share some of the expectations she has for herself, and how she and Abagail have stayed productive in the midst of it all.

Today on the show we have Tiffany Tolliver, the owner of the Emma Rose Agency. Tiffany is a rebrand and relaunch strategist who specializes in income-generating web design for service-based womenpreneurs. While she stays in her lane with graphic and web design, her mission is rooted in creating income-generating services, helping her clients get $300,000-launches. We talk about how she is able to create this high-end experience using our favorite software,Dubsado, and get into the features of Dubsado she relies on to land high-paying clients. Tuning in for this episode, listeners will learn more about the frustration that led up to Tiffany getting Dubsado, what has changed in her business, and how she incorporates the platform in every step of her client onboarding process.

Tiffany also talks about what optimizing your systems can mean for your stress levels and business, why you shouldn’t shy away from making such investments, and about being realistic in your expectations of an ROI. Tiffany walks us through her approach to sales calls, why she believes face-to-face engagements are crucial for landing high-paying clients, and wraps up the interview by giving other strategies for taking a client from interested to sold out!

We know our listeners are super smart, and there are tons of cool things you do every day, so maybe the best thing you can do today is to outline your group course! We have been in the teaching space for a while now, and Boss Project has recently celebrated its fifth anniversary. Go us! Interestingly, even though we have taught tons of people over the years, we haven’t shared that much about what we put out into the world. We teach a lot about business and marketing, but we have not really gone into course development that much. This is mostly because this is not everyone’s primary job.

We have, however, noticed an influx of coaches, and actually, the majority of the people in the Creative Template Shop are coaches. While this is surprising, it is also really incredible because people are looking for connection and transformation, and they want someone to guide them in that process. Before we get started, we want to invite you to a party. All you need to do is open the Strategy Hour Podcast up in your favorite podcast app, give us five-star reviews only, and then share these screenshots on Instagram. You can win one of two great prizes, either a free copy of Trello for Business or a whole month free of the Creative Template Shop.