Planning for Profit

Planning for Profit

By Kristin Kaplan: Digital COOBusinessManagement
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Planning for Profit episodes

  • Episode 027: How to Productively End Your Work Day With a Daily Debrief | Planning for Profit Podcast
    In this episode I'm teaching you how to accomplish more and set yourself up for success by ENDING your work day well using what I call a daily debrief.   Be sure to leave a review on iTunes for a chance to win an Amazon gift card!     Highlights:
    1. The three steps I take at the end of the workday to set myself up for success for the rest of the week.
    2. Why it's important to celebrate your wins and accomplishments.
    3. How I assess my tasks to be sure I'm managing my workload well.
    4. How I prioritize my tasks each night.
      Links and Resources Mentioned in this Episode:   Follow on Instagram   Asana  
    8 min
  • Episode 026: Balancing Businesses as a Husband & Wife Team with Greg & Cece Todd | Planning for Profit Podcast
    On this episode I interview Cece Todd, an event designer and florist and her husband Greg Todd, a marketing consultant, on how they work together to grow multiple businesses while prioritizing time for family.   Highlights:   
    1. How Cece and Greg ended up going into business together and work as a team.
    2. How to juggle the demands of multiple businesses and revenue streams and structure their time for success.
    3. How they carve out time for family and prioritize their relationship.
    4. The one thing that has allowed their businesses to grow and flourish.
      Links and Resources Mentioned in this Episode:    Learn more about Cece & Greg   Cece Todd Website: http://www.cecedesignsllc.com Follow on Instagram Live With Cece FB Group   CeCe Todd prides herself on not being a “design and drop” floral designer.  Working with CeCe is always a one of a kind experience.  Known for her infectious personality and her insane attention to detail, her command of flawless event design is what makes her such a valued wedding and event vendor, mentor, and speaker.   Winning several design and industry awards including three consecutive years of Wedding Wire Couples Choice, Best of Borrowed and Blue, and features in National blogs lead to her becoming the go to designer for Live Nation.  Her extensive client list includes Journey, Train, Def Leppard, Ariana Grande, and Kevin Hart.  Her diverse design roster also includes non-profit Galas such as the Chris Hammond Foundation and Brides Against Breast Cancer, Grand Openings, and concept design for businesses.   CeCe Designs work has graced the covers and pages of many magazines including Southern Bride, B-Metro, & Alabama Weddings along with several features on National blogs like Style Me Pretty and Luxe Pearl.  CeCe’s following on a variety of social media platforms is a result of her uplifting outlook and charismatic ways.  Her love for speaking to and educating not only other industry professionals, but also her brides and corporate clients.    She is based in Birmingham, Alabama but travels the United States and Internationally.  She is the mother of a beautiful daughter, Isabella, and her three “gift” sons: Daniel, Joshua, and Andrew.  Her signature color is pink and is known for always having a flower in her hair.     Greg Todd Website: http://www.gtmarketingandconsulting.com Follow on Instagram   Greg brings a vast knowledge and a proven record of success.  His varied background in marketing, sales, and leadership allow him to relate and understand the pressures of small business owners, media buyers, and non-profit administrators.   Ultimately, Greg sees his role a partner with each client.  He will work diligently to ensure that customers reach their personal goals by offering content marketing, brand development, and social media integration and optimization.   He is also a passionate coach that helps entrepreneurs streamline their business practices.  He is an avid proponent of creating systems to allow you to work on your business rather than always working in it.   Greg is a devoted husband, father of four, and lover of Presidential history.  You can find him helping his beautiful wife on weekends with their wedding and event design business.  On a rare day off, look for him on a golf course!
    45 min
  • Episode 025: What to Do When Someone Steals Your Stuff & Screws You Over in Business | Planning for Profit Podcast
    Today we’re talking all about what you should do when someone copies you in your business or steals something that you own a copyright or a trademark for, or even someone that uses you for experience and then ghosts you.   Be sure to leave a review on iTunes for a chance to win an Amazon gift card!   Highlights:
    1. The previous encounters I've had with others trying to plagiarize my website and use my business materials without consent.
    2. What to do when someone copies your ideas, words, or marketing materials
    3. How to handle it when someone steals something you hold a copyright or trademark for
    4. What to do when someone uses you for education or experience and then competes with you
       Links and Resources Mentioned in this Episode:   Follow me on Instagram   Copyscape  
    19 min
  • Episode 024: How to Thrive With Multiple Revenue Streams with Katie Hunt | Planning for Profit Podcast
    In this episode I'm interviewing Katie Hunt who has built a multifaceted business that includes several successful revenue streams and we discuss how to manage it all.   Highlights:
    1. The first step before you begin to delegate
    2. Why it's so important to ask for help in both your business and life
    3. How to figure out what to focus on when juggling multiple revenue streams
    4. How to pivot and what steps to implement as you grow and scale your business
    5. A critical piece to staying innovative
      Links and Resources Mentioned in this Episode:   Profit Planning Bootcamp Waitlist https://www.kristinkaplan.com/p/profitplanningbootcamp   Learn More About Katie Hunt:   Katie Hunt is the founder of Tradeshow Bootcamp, a business strategist, and mentor to creative entrepreneurs. She’s connected hundreds of creative entrepreneurs through her in-person conference Paper Camp and online courses she offers.    She is a firm believer in professional development, surrounding yourself with community and pushing ‘go’ even when you might not feel 100% ready.   Last year Katie also launched her podcast, Proof To Product, which debuted at #19 in iTunes in the Arts category and most recently hit 100K downloads since its launch last May. Proof to Product takes listeners behind the scenes of growing a product-based business. Guests share their successes, struggles and how they’ve made difficult but important transitions in their business to continue growing.    Katie has taught classes for CreativeLive, The Savvy Experience, Seanwes Conference, Be Sage Conference, Unique Camp, and Makers Nation. She frequently speaks about strategies for creating a product line, selling wholesale, business planning and the importance of community for entrepreneurs.   How to Find Katie:   http://www.tradeshowcamp.com  http://www.prooftoproduct.com http://www.instagram.com/tradeshowcamp http://www.facebook.com/tradeshowcamp http://www.twitter.com/tradeshowcamp http://www.pinterest.com/tradeshowcamp
    34 min
  • Episode 023: 5 Thoughts Keeping You Stuck At the Same Level In Your Business | Planning for Profit Podcast
    In this episode we're talking about exactly whats keeping you STUCK at the same level business and the thoughts that are preventing your business growth.   Highlights:
    1. Why you should not create your business strategy on the appearance of success of others
    2. Why your business is not the field of dreams - great movie, but bad business insight
    3. What 'scaling' a business actually means and how it differs from growth
    4. Why attempting to sell something to everyone will not work in the long run
    5. What should come first: money & clients or strategy & planning?
      Links and Resources Mentioned in this Episode   How to Gain Traction & Reach your Next Revenue Goal  
    20 min
  • Episode 022: Learning to Say No with Renee Dalo | Planning for Profit Podcast
    In this episode I interview Renee Dalo, owner and lead planner of Moxie Bright Events and educator in the creative space and we're talking all about how to set better boundaries in your business and when it's ok to say "no".     Highlights:
    1. How Renee has made the pivot from wedding planning to educating in the creative space.
    2. Why the language you use in your business and to describe your offers is so important.
    3. When and why it's important to set clear goals and boundaries in your business that relate to what you truly want for your life.
    4. How to say "no" to those things that don't serve you or your business.
      Links and Resources Mentioned in this Episode   Profit Planning Bootcamp Waitlist   Free Guide - The Easy No   Renee's Wedding Management 101 Course   Wedding MBA     More About Renee Dalo   Websites: https://www.reneedalo.com/, http://moxiebrightevents.com/ Instagram: @moxiebrightevents https://www.instagram.com/moxiebrightevents/   Renee planned her first wedding twelve years ago purely as a hobby, and in the interim years, turned her hobby into a successful boutique wedding planning company, Moxie Bright Events, now in their fifth wedding season. Moxie Bright Events is known for producing elegant and fun events with an emphasis on personalization and intentional design.   Renee & team have planned over 100 weddings, with more celebrations every year! Moxie Bright Events weddings have been featured on Green Wedding Shoes, Carats & Cake and California Wedding Day among many others. As a Wedding Expert, Renee has been quoted in Real Simple, Huff Post Weddings and many other publications.    As a speaker, Renee has presented on many stages across the nation. In November of 2018, Renee will present at Wedding MBA in Las Vegas, NV.   Renee Dalo is the Host of the popular podcast, Rock Your Wedding Biz, alongside social media strategist Mindy Marzec. In the blogosphere, she is a frequent contributor to Planners Lounge and has also published educational content on Southern California Bride blog. Renee serves The Association of Bridal Consultants, Greater Los Angeles at the Education Chair. She is also a Leader for Rising Tide, having led the LA East group for the past three years.
    36 min
  • Episode 021: Why You CAN Afford to Invest In Your Business | Planning for Profit Podcast
    Today we’re talking all about the importance of investing in your business even if you think you can't afford it.   Highlights:
    1. Why investing in your business is really not always about the money (or lack thereof)
    2. Why you can't grow a wildly successful business from free stuff on the internet
    3. How the fitness industry relates to business
    4. Why focusing on how much something costs is a detriment to your business
    5. The meaning behind "what got you here, won't get you there"
    6. Questions to ask yourself if you think you can't afford to invest in your business
        Links and Resources Mentioned in this Episode:   FREE WORKSHOP - How to Attract & Book Higher Paying Clients     Follow Kristin on Instagram   Heart Soul Hustle Podcast   James Wedmore  
    17 min
  • Episode 020: Stop Worrying About What Other Businesses Charge | Planning for Profit Podcast
    In this episode we are talking all about why you should STOP worrying about what other people charge and what to do instead.   Highlights:
    1. Why you shouldn't base your pricing on what other businesses charge
    2. Why setting your prices lower than the rest of the market is not sustainable
    3. Why you shouldn't worry about what "the market" will sustain as much as you think
    4. Why price undercutting is a bad practice for businesses
        Links and Resources Mentioned in this Episode   How to Attract & Book Higher Paying Clients
    16 min
  • Episode 019: How to Get Over Your Fear of Systems with Guest Katya Sarmiento | Planning for Profit Podcast
    On this episode I interview Katya Sarmiento, of ReachAndMakeMillions.com, who helps successful, high-achieving CEOs systemize & scale their online business for more freedom, profit, and peace of mind. We are talking all about the importance of systems and how she uses systems in her own business and those of her clients.   Highlights:   
    1. Why systems are NOT scary and are in fact a necessity in your business, even if you're a right-brained creative
    2. The difference between growing and scaling in your business and how to know when it's time to scale
    3. When you should be hustling in your business and when you shouldn't
    4. Katya's favorite systems to use
      More About Katya Sarmiento Katya runs her business ReachAndMakeMillions.com, where she helps successful, high-achieving CEOs systemize & scale their online business for more freedom, profit, and peace of mind. Katya also started a bot education company that generated over 6-figures in revenue in the first 3 months of starting, and then went on to sell the company 5 months later. She's now on a mission to help hard working business owners create their own scalable and sellable businesses.   Website: http://www.reachandmakemillions.com FB: http://www.facebook.com/reachandmakemillions Reach And Make Millions FB Group: http://www.facebook.com/groups/reachandmakemillions Young Online Entrepreneurs FB Group: http://www.facebook.com/groups/YoungOnlineEntrepreneurs Instagram: http://www.instagram.com/kitkatnik LinkedIn: http://www.linkedin.com/in/katyasarmiento Twitch TV: http://www.twitch.tv/katserenarose     Links and Resources Mentioned in this Episode:    Systems at Sunset - LIVE    Rescue Time   Trello   Asana
    48 min
  • Episode 018: How to Choose Which Money Making Offers to Focus On | Planning for Profit Podcast
    On this episode we’re talking all about why it’s so important to focus on the cash cows in your business and how to choose which of your offers those should be.   Highlights: 
    • How to recognize a cash cow in your business
    • Discussing the Pareto Principle and how it applies to your business
    • Why you need to par down your offerings to what's most likely to generate the most amount of revenue
    • Four steps to get clear on your cash cows and understand how to scale your offers
      Links and Resources Mentioned in this Episode:    The Pumpkin Plan by Mike Michalowicz    The Pareto Principle   5 Steps to Your Most Profitable Year  
    14 min

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A podcast for Digital CEOs & the Integrators who support them