Money Chats & Mishaps

From Muggles to Wizards: Business Automation Magic with Jackie


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In this episode, we're joined by Jackie Van Baren, a tech and automation specialist, to explore how businesses can streamline their operations and create seamless customer journeys. Jackie delves into the critical importance of building proper systems and processes—from the moment a potential client discovers you on social media to the completion of their transformation with your business. She provides invaluable insights into why having the right foundations in place is essential for business sustainability and growth.

Jackie shares powerful stories about working with diverse clients, from a brand-new coach setting up his first systems to an ex-BBC presenter with a million TikTok views but no monetization process. Her insights provide a deeper understanding of why businesses need more than just social media presence—they need strategic automation that works behind the scenes to convert engagement into revenue while maintaining that crucial human connection.

In the final part of the episode, Jackie discusses the balance between automation and human touch, explaining why AI alone isn't the answer and how proper systems prevent businesses from wasting time and losing opportunities. She emphasizes the importance of reviewing and evolving processes regularly to ensure they remain fit for purpose. With practical advice and real-world examples, this episode offers key takeaways for anyone looking to work smarter, not harder, in their business.

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Money Chats & MishapsBy FAM Brokers