Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

In this episode, I chat with Alex Davis, a certified public accountant and financial planner, about money blocks and their impact on business growth. We discuss the importance of money and systems in business, the challenges faced by single parents in entrepreneurship, and the influence of money blocks on decision-making. Alex shares tips for overcoming money blocks, including self-reflection and tracking financial data. We also emphasize the need for support in financial management and understanding personal money stories.

More about Alex Davis

Alex is a Certified Public Accountant, Certified Financial Planner professional, and Licensed Life, Health, & Annuity Agent. She is the Founder and CEO of AGA Tax and Consulting Services LLC, a boutique tax and financial coaching firm dedicated to help entrepreneurs build wealth through strategic tax planning and changing their relationship with money.

Takeaways

• Money blocks are beliefs and thoughts that hold you back from achieving your financial goals.
• Self-reflection and understanding your money story can help identify and overcome money blocks.
• Tracking and analyzing financial data is crucial for making strategic decisions in your business.
• Getting support from professionals, such as bookkeepers, can help manage and optimize your finances. Addressing money blocks and exploring the relationship with money is crucial for financial well-being.
• Getting real with your numbers and determining your freedom number can help alleviate financial stress.
• Overcoming scarcity mindset and money worship is essential for enjoying life and being present.
• Strategic tax planning, including maximizing deductions and choosing the right entity for your business, can help minimize tax payments.
• Implementing systems and organization in financial management can streamline processes and reduce stress.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

Connect with Alex Davis:

• Website: http://www.agataxservices.com 
• Instagram: Https://www.instagram.com/alexandriachanel_cpa 

Resources from this episode:

• Find Your Freedom number to operate from a place of confidence and not fear. https://alexcdavis.myflodesk.com/freedom-number-workbook 

In this episode, I share four questions that should be asked before making a big investment. The questions are based on my own experience investing in coaches and programs and the observations of my clients. The first question is whether to hire a coach or a service provider. The second question focuses on clarifying what you want to achieve and taking responsibility for the results. The third question explores whether you are ready to step out of your comfort zone. The fourth question examines whether your business is prepared to scale and handle the desired results. 

Takeaways

• Consider whether you need a coach or a service provider for your business.
• Get clear on what you want to achieve and take responsibility for your results.
• Be ready to step out of your comfort zone and do what it takes to achieve your goals.
• Ensure that your business is set up to scale and handle the desired results.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

In this episode of Beyond the Systems, I interview Sam Chlebowski, the co-founder of Motion.io, about his journey as a tech founder and scaling his previous employer, Brighter Vision, from 250 to 5,000 customers and eventual acquisition and then pivoting into co-founding a Client Portal tool, Motion.io, with two friends. 

We chat about the importance of taking small steps and being intentional in the early stages of building a business. He also discusses the challenges and wins he has faced as a first-time tech founder, including the decision to pivot and rebuild the product. 

He highlights the trends in marketing and client experience, such as the rise of video content and the demand for a digital client experience. We also discuss various tools and automations used in Motion.io and his personal favorite systems and tools he uses in the business. 

More about Sam Chlebowski:

Sam Chlebowski is a fellow systems person. He is the co-founder of Motion.io, an online client portal tool, and he is passionate about helping business owners create scaleable systems that allow them to generate more leads, close more deals, and run their businesses without feeling like they're running out of breath. He is inspired by the firsthand impact he's seen these systems make.

Before Co-founding Motion.io in 2022, Sam led the sales, marketing, and customer success teams at Brighter Vision, helping to scale the web design agency from 250 to nearly 5,000 customers and an eventual acquisition in 2020.

Takeaways:

• Take small steps and be intentional in the early stages of building a business.
• Don't be afraid to pivot and rebuild if it aligns with the needs of your target audience.
• Focus on providing a digital client experience that is transparent, personalized, and streamlined.
• Stay adaptable and responsive to the changing trends and expectations in marketing and client experience.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

Connect with Sam Chlebowski:

• Website: http://motion.io 
• Motion.io Instagram: https://www.instagram.com/motion_dot_io/
• Personal Instagram: https://www.instagram.com/samchlebowski
• Personal LinkedIn: https://www.linkedin.com/in/sam-chlebowski-80041694/

Resources from this episode:

• Try the free trial of Motion.io + save 50% on your first few months with code SYSTEMSWITHSAM. https://app.motion.io/register?_go=systemswithsam. 

Related episodes:

• Listen to My Episode on Motion.io’s Podcast: Designing Growth: https://motion.io/client-onboarding-experience/ 

In this episode, I breakdown how to know who to hire first or next in your business. We chat about the importance of clarity and identifying key tasks to outsource. I also share questions to ask yourself about tasks, such as whether they are CEO tasks or if they directly move the needle forward in your business. Plus, I break down the 6 most common hires and their differences, like a virtual assistant vs online business manager, social media manager vs content assistant, and client success manager vs customer support. 

Takeaways:

• Get clarity on where you need help the most in your business before hiring.
• Ask yourself if a task is a CEO task or if it directly moves the needle forward in your business.
• Consider the technical skill level and budget when hiring.
• Start by hiring an assistant role to practice delegating and stepping into a CEO role.
• Assess if your business is ready to hire and if systems are in place.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

Resources from this episode:

• Want the full training and all the templates you need for hiring? Check out my Your First Hire Starter Kit: https://systemswithsam.thrivecart.com/your-first-hire/ 

Related episodes:

• Do This Before Hiring: https://www.buzzsprout.com/2301226/14470640

In this episode, I chat with my friend Felly Day, the owner of a content repurposing agency, and she shares insights on content repurposing and building a repurposing strategy. She emphasizes the importance of transforming content and avoiding copy-pasting. Felly also discusses the shift in content creation over the years and the need for intentionality in content strategy. She provides tips on repurposing content and shares the benefits of having a content hub. We also chat about overcoming perfectionism and trying new platforms. 

More about Felly Day:

Felly Day is the owner of a Content Repurposing Agency doing things a bit…unprofessionally. After living as an expat in Mexico for 3 years while running both sides of her business, she's relocated to the south of France to plan her wedding with the Frenchman and restructure her business in the lead-up to married life. Felly is big on ditching the "white picket fence" narrative and helping you create a life that provides real happiness. You can usually find her with a cup of tea, a bottle of water and a 90s R&B playlist banging in the background.

Takeaways: 

• Content repurposing involves transforming original content into new pieces for different platforms.
• Avoid copy-pasting content and instead focus on transforming it to maintain impact.
• Intentionality is key in content strategy, focusing on what your audience needs to hear and what leads them closer to your offer.
• Having a content hub, such as an organized database of all your content, can help with repurposing and resharing content.
• Overcome perfectionism and try new platforms, giving them an honest go for at least 30 days.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

Connect with Felly Day:

• Turn 1 post into 10: https://fellyday.ck.page/leadmag 
• Instagram: https://www.instagram.com/fellyday/ 
• Get 100 pieces of repurposed content in the Remix [affilliate link]: https://samwhizbiz--fellyday.thrivecart.com/remix/6579a5066d6d1/ 

In this episode, I discuss my client's surprise $128,000 month and the behind-the-scenes factors that contributed to this success. The client had a team and processes in place, allowing her to focus on high-level tasks. I dive into the importance of setting up passive funnels and aligning them with the customer journey to support audience growth. A light launch strategy, focused on emails and YouTube, was implemented with careful planning. The key takeaway is the significance of consistency and long-term commitment to systems and processes for sustainable success.

Topics covered :

• Having a team and processes in place allows entrepreneurs to focus on high-level tasks and avoid getting caught up in day-to-day operations.
• Setting up passive funnels and aligning them with the customer journey can support audience growth and revenue generation.
• A well-planned light launch strategy, focused on specific channels, can be effective in generating sales.
• Consistency and long-term commitment to systems and processes are crucial for sustainable success.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​​

In this episode, Sophie Griffiths, a marketing strategist and Facebook ads expert, shares her approach to using Facebook ads for growing entrepreneurs. She emphasizes the importance of building a warm audience and creating a sustainable and consistent marketing strategy. 

Sophie highlights the common mistakes people make with Facebook ads and offers tips for targeting the right audience and crafting effective messaging. She also discusses the benefits of using Facebook ads for businesses earning $10K-15K per month and provides insights into running campaigns with a $15 daily budget. 

In this conversation, Sophie and I discuss the impact of shared data and ads, overcoming mindset blocks with Facebook ads, the cost of organic growth, the limitations of organic algorithms, systems for business success, and using tools like ClickUp, ThriveCart, and Cal.com.

Takeaways

• Break down of Sophie’s Signature $15/day Facebook Ads funnel. 
• Overcoming mindset blocks is important when it comes to using Facebook ads for business growth.
• Organic growth can be time-consuming and costly, while Facebook ads offer a more targeted and efficient approach.
• Relying solely on organic algorithms can be unpredictable and limit reach.
• Implementing systems and using tools like ClickUp, ThriveCart, and Calendly can streamline business processes.
• Crafting effective Facebook ads copy is crucial for attracting and converting ideal clients.

More about Sophie Griffiths:

Sophie Griffiths is a seasoned marketing strategist and a Facebook™ Ads expert, dedicated to guiding ambitious female entrepreneurs as they elevate their marketing game to align with their expansive goals.

She's the expert you turn to when the rollercoaster of big launches has lost its charm, and you're craving a more sustainable, balanced approach to sales. Sophie is all about crafting marketing systems that work tirelessly in the background, giving you the freedom to focus on what truly matters to you.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram: https://www.instagram.com/systemswithsam/ 

Connect with Sophie:

• Website: http://www.sophiegriffiths.co 
• Instagram: https://www.instagram.com/sophiegriffithsco/ 
• Quick Guide to Crafting Facebook Ads Copy That Captivates & Convert: https://sophiegriffiths.co/copy-that-converts 
• Audience Builder Course; https://sophiegriffiths.co/abc-live 

Resources from this episode:

• ClickUp Templates: https://systemswithsam.thrivecart.com/clickup-templates/ 
• Thrivecart [affiliate]: https://samwhizbiz--checkout.thrivecart.com/thrivecart-standard-account/ 
• Dubsado [affiliate]: dubsado.com/?c=samwhiz  [20% off your first month or year!]
• Cal.com: https://cal.com/  

In this episode, I discuss how to start batching content like a pro by creating a content system in five easy steps. I share the importance of having a clear process and strategy, setting up a calendar, having regular brainstorming sessions, batching content tasks, and scheduling content in advance. I also chat about the mindset challenges of last-minute content creation and the belief that no one can create your content better than you.

Takeaways

• Define your content creation process and get clear on your strategy.
• Set up a calendar to plan and track your content.
• Have regular brainstorming sessions to generate content ideas.
• Batch your content tasks to increase productivity and focus.
• Schedule your content in advance to ensure consistency.
• Address mindset challenges around last-minute content creation and outsourcing.
• Commit to the content creation process and seek help if needed.

Resources from this episode:

• Content Systems Starter Kit: https://systemswithsam.thrivecart.com/clean-up-content-skool/
• ClickUp Templates: https://systemswithsam.thrivecart.com/clickup-templates-skool/

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram: https://www.instagram.com/systemswithsam/ 
• Book a Call with Sam: https://www.systemswithsam.com/free-consultation/

Join Rebecca Hayden, a mindset coach and business mentor, and me as we discuss the power of subconscious reprogramming and its impact on business success. 

Rebecca explains how the subconscious holds onto beliefs and stories that shape our behavior and how subconscious reprogramming can help overcome blocks. She also shares how balanced launching one of her programs while casually on vacation (and getting engaged!) in New York City. 

We chat about the importance of strategic planning and operations in business growth, and how your mindset goes hand in hand with your systems,  and she shares some of her favorite systems and tools she uses to run her multi-six-figure business. 

Takeaways

• Subconscious reprogramming can help overcome blocks and limiting beliefs that hold us back in business.
• Strategic planning and operations are essential for sustainable business growth.
• Documenting and reusing systems can save time and improve efficiency.
• ClickUp is a recommended tool for organizing and managing business tasks and projects. Subconscious reprogramming is a valuable starting point for personal growth.
• Identifying personal blocks is crucial for making progress.
• Taking action is necessary to initiate change and overcome challenges.

Connect with Sam:

• Services: https://systemswithsam.com/services/ 
• Instagram:https://www.instagram.com/systemswithsam/ 

Connect with Rebecca:

• Instagram: https://www.instagram.com/_rebeccahaydon_/
• Youtube: https://youtube.com/@rebeccahaydon1108
• Higher Self and I Podcast: https://pod.link/1500633637 

Resources from this episode:

• CEO Quiz : https://www.rebeccahaydon.com/cei-quiz
• CEO Hypnosis Bundle: https://www.rebeccahaydon.com/ceo-hypnosis-bundle
• The Higher Self Society Membership: https://www.rebeccahaydon.com/higher-self-society

In this episode, I discuss the importance of having systems in place before hiring help in your business. I emphasize the need for clarity and organization in order to communicate expectations to your team effectively. 

I share personal experiences and provide steps to prepare your business for hiring, including clarifying what you're hiring for, creating a central hub for your business, and developing systems and standard operating procedures (SOPs). I also highlight the importance of creating space for learning and feedback and remind listeners to have a systems mindset check to determine what tasks should be delegated.

Topics covered on Pre-Hire Business Prep: Do This Before Hiring:

• Before hiring help, it is crucial to have systems in place in your business.
• Clarity and organization are key to effectively communicate expectations to your team.
• Preparing your business for hiring includes getting clear on what you're hiring for, creating a central hub, and developing systems and SOPs.
• Creating space for learning and feedback is essential for your team's success.
• Having a systems mindset check helps determine what tasks should be delegated.

Connect with Sam:

• Services: https://systemswithsam.com/services/ 
• Instagram: https://www.instagram.com/systemswithsam/ 

Resources from this episode:

• Grab my ClickUp Templates: https://systemswithsam.thrivecart.com/clickup-templates/