Shane Kidwell and Kyle Draper unpack essential strategies for a mid-year sales reset in The Collective Podcast. They explore how to trim unnecessary tasks, transfer responsibilities efficiently, and trash what's holding your business back. If you’re stuck in the sales insanity loop and ready to make meaningful progress, this episode is a must!

04:48 - The Trim, Transfer, and Trash Framework

09:34 - Trim: Identifying and Improving Key Business Tasks

11:01 - Transfer: Delegating and Automating to Increase Efficiency

15:49 - Trash: Eliminating Non-Productive and Unenjoyable Tasks

Takeaways:
 
Identify Key Activities: Write down everything you do in detail, from checking emails to creating social media content. This helps you see what can be trimmed, transferred, or trashed.

Trim: Optimize tasks by making them more efficient. For instance, instead of spending an hour on social media, figure out if 30 minutes can achieve the same result.

Transfer: Delegate tasks to virtual assistants or use technology like perplexity AI to automate work. This frees up your time to focus on high-impact activities.

Trash: Eliminate tasks that don’t bring value. If something doesn’t make you money or bring joy, consider stopping it. For example, Shane sold an underperforming insurance company to focus on more profitable ventures.

Review Financials: Regularly check financials, even if you delegate bookkeeping. Review top-line numbers monthly to stay informed without getting bogged down in details.
 
Remember to address and trash negative mindsets or past grievances that don’t serve your current business goals, as holding onto these can hinder growth.

Quotes:

"If y'all are like me, once it begins to work, you tend to focus on other things and the things that you were doing that got it to work, you're no longer doing, yet you're expecting the same results."
 
"I've learned through a bunch of reading and experience. And I think you always learn more through the things you do poorly."
  
 "You get a little free time because you're fed up with doing the bad things, do a little bit of the good things and then you're back in that loop again."
 
 "You always wanna keep the things that you're good at, that you enjoy that make you money on your plate."

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