155 – How Well Do You Know Your Own Business? with Kelly Roach of Kelly Roach Coaching

Kelly Roach of Kelly Roach Coaching

Kelly Roach is the host of the top-rated podcast Unstoppable Success Radio. She’s also an international best-selling author, and the CEO of Kelly Roach Coaching.

As a former NFL Cheerleader and Fortune 500 Executive, Kelly brings a powerful combination of proven and profitable business growth strategies. This is coupled with the mindset, wellness and productivity practices required to help entrepreneurs build a profitable business around a life they absolutely love.

Kelly’s passion and purpose is in helping entrepreneurs around the world achieve exponential profit, sales and income growth.

The Start of Kelly Roach Coaching

Kelly fell in love with developing people through teaching, coaching and training on sales and marketing in the corporate world. Over the years she began to realize that no matter how many times she got promoted, she was never going to be able to bring together her core values of freedom, financial abundance and flexibility.

Kelly Roach Coaching was established in 2012 when Kelly took everything that she had learned and reshaped it into programs to help entrepreneurs grow their businesses quickly. Specifically, she wanted to focus on small business owners with the goal of building their teams.

Business Building Insights

  • When you become successful enough to hire, you are creating a job and a paycheck for someone.
  • 99.9% of the work that needs to get done in your business, should not be done by you. You are not that expert. Hire someone in to take over!
  • Focus your time and energy on learning the craft of sales and marketing so that your business can run like a well-oiled machine and continue to grow.
  • The CEO needs to be the thinker and the visionary.
  • A business is never too small to be doing tracking and analysis.
  • Look outside of your industry and pay attention to trends. What could you need to be doing with your product or service that is working really well in another industry?
  • Treat your business like a business from day one. Focus on systems and start building a team.
  • Problem solving is one of the most important skill sets of a business owner.
  • To grow and be a leader in your space, you have to always be testing and trying new things.
  • Know when it’s time to make a strategic change in your business.

Social Media Insights

  • People want engagement. They are much more interested in seeing you, feeling you, and interacting with you on a one on one basis.
  • Post less, engage more.
  • Livestream: It’s simple, easy, free and effective.

Productivity Idea

Get an index card and write down the top ten things that need to happen in your business every single week in order to grow. Keep it front and center and check off goals as they are achieved.

Contact Links

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If you found value in this podcast, make sure to subscribe and leave a review in Apple Podcasts or Google Podcasts. That helps us spread the word to more makers just like you.
Thanks! Sue
Transcript
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You're listening to gift biz on rapt episode 155 99.9%

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of all the stuff that needs to get done in your

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business. You are like the worst person to be doing Attention.

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Gifters bakers,

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crafters, and makers pursuing your dream can be fun.

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Whether you have an established business or looking to start one.

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Now you are in the right place.

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This is gift to biz unwrapped,

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helping you turn your skill into a flourishing business.

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Join us for an episode,

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packed full of invaluable guidance,

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resources, and the support you need to grow.

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Your gift biz here is your host gift biz gal,

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Sue moon Heights.

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I cannot wait to get into the show today because Kelly

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has such valuable tips for building your team and growing your

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business and particularly watch for her productivity tip that she presents

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at the end of the show.

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It's fabulous.

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I also wanted to remind you that if you have any

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comments for me,

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I would love to hear from you.

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You can get in touch with me through the email sue@giftbizonwrapped.com.

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Any thoughts,

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any comments on the show,

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anyone you'd like to listen to just send me a message

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there today.

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I have the pleasure of introducing you to Kelly Roach of

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Kelly Roach.

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Coaching Kelly is the host of the top rated podcast,

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unstoppable success,

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radio and international best-selling author,

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and the CEO of Kelly Roach coaching as a former NFL

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cheerleader and fortune 500 executive Kelly brings a powerful combination of

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proven and profitable business growth strategies.

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This is coupled with the mindset wellness and productivity practices required

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to help entrepreneurs build a profitable business around a life.

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They absolutely love Kelly's passion and purpose is in helping entrepreneurs

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around the world achieve exponential profit sales and income growth while

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Kelly from one former NFL cheerleader to another welcome to the

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show. Thanks for having me.

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I'm excited to be here.

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So, So thrilled that you're here,

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we start out by having you introduce yourself in a little

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bit of a different way,

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and that is through describing a motivational candle that really is

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applicable to everything that you're all about.

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So if you were to tell us what your candle would

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look like,

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what color would it be and what would be the quote

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on your motivational candle?

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I love that question.

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I'm laughing because it's just so fun that you start the

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show this way.

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So I think if I were a motivational candle,

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I would be in a glass and Kaseman,

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and I would probably have a little bit of a curve,

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a little bit fancy,

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a little bit of elegance and beauty to it,

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but I would still be probably a decent size thick round

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candle. So it still has a common sense everyday used to

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it, but just a little bit of flare,

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a little curvature,

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something with a little bit of taste added to it.

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And I think by quote on the front of myself as

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a candle would just say,

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be the best in everything that you do every day is

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a new opportunity to take life and make the absolute most

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of it.

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Perfect. And I love the fact that you added the style

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to your candle.

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So it's not just an ordinary candle.

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And I note that you didn't tell me the color.

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You're just telling me the style,

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the shape,

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the look of it.

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So just to be a little different,

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right? I left a little bit to the imagination.

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There you go.

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Well, give us a little bit more information about your journey

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and where you're coming from as you progressed into Kelly Roach

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coaching. Yeah,

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absolutely. So my background,

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I was working for a fortune 500 firm.

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I was doing sales and marketing and recruiting,

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and very quickly within like less than a year,

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I was promoted into management.

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And from there I just kind of sprung my way upward.

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I was promoted seven times in eight years and I was

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ultimately leading a team of a hundred people in 17 different

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locations. So it was almost like running 17 different little small

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businesses each with their own profit and loss statement each with

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their own team,

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their own staff,

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their own budget,

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all of that.

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And that's really where I fell in love with leadership and

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developing people and teaching and coaching and training on sales and

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pricing and marketing.

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And I really kind of got my chops back in corporate

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learning to do that and being responsible for a $50 million

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budget definitely helped me grow up really fast.

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I guess you could say from a business standpoint,

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because I did all of that pretty much in my twenties,

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but as I got a little bit older,

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I met my husband.

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I knew we were going to want to get married.

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I was thinking about my future and what mattered most to

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me. I really began to realize that no matter how many

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times I got promoted in a corporate setting,

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I was never going to be able to bring together my

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core values,

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which were freedom and financial abundance and flexibility.

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And one of our big goals and dreams was always to

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travel and to really be able to have our kids be

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home with us and all of that.

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And so it just became very obvious over time that I

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wasn't going to find all of those things working for someone

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else I needed to kind of go out and create that

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for myself.

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So that's where the whole idea of Kelly Roach coaching came

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from just basically took everything that I had learned and reshaped

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it and refocused it in to design programs,

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to help entrepreneurs,

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to grow their businesses quickly by specifically wanting to focus on

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small business owners,

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because I knew that different from my time for the fortune

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500, that was helping one corporation make millions of dollars from

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the work that I was doing.

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Every time I helped a small business owner grow,

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it would have an impact on their family,

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their kids,

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their ability to have this great quality of life take vacations,

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make priority,

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what was most important to them.

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And, and so that was kind of the meaning behind the

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work that I was doing.

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And it's just been a great journey and I have an

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amazing team behind me now.

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And the company has just kind of grown and grown and

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grown since 2012 when I started it.

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And yeah,

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that's a little bit about how I got to what I'm

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doing here today.

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What you're saying I really love in terms of your ability

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to impact is so much closer,

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the final result and the rewards of what you're doing and

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teaching smaller businesses and entrepreneurs,

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I think is so much more valuable because you really are

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bringing it down to a very,

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very personal level,

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helping people be successful with their businesses.

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And of course,

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then achieving pretty much what you were able to achieve success,

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financial freedom,

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the ability to travel,

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create your own time,

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et cetera.

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Yeah, exactly.

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So, I mean,

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it's that it's being so close to it and it's knowing

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that there's meaning behind the work that you're doing.

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And for me,

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like when I get success stories from my clients,

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they're like I just paid off all of my dad or

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we're going to be able to take that vacation that we

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dreamed of,

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or I can finally hire staff.

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And one of the really cool things about a lot of

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the work that I'm doing now is over the last year,

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the business has really shifted into helping entrepreneurs with building their

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teams. And I've shifted a lot of my focus into teaching

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entrepreneurs, how to be good leaders and how to teach their

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teams, how to sell and market and serve for them.

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So the business owner can actually create that freedom because what

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I found was that like 99% of business owners had no

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freedom. And a lot of it was because either a,

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they didn't know how to manage the team that they had

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effectively or B.

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They didn't have a team at all.

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And what's really cool about that is on one hand,

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I'm helping business owners to create an achieve freedom for themselves.

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But on the other hand,

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it's actually driving our economy.

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Like it's creating new jobs for people,

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which is,

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I don't think as entrepreneurs that we really think about the

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impact that we have on a global scale or on a

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national scale.

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But when entrepreneurs become successful enough to hire people in their

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businesses, you're creating a job and a paycheck for a family.

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So then your impact goes beyond growing your own business to

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now impacting the greater world around you in ways that you

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don't even realize,

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which is really,

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really cool to me,

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it is at least.

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Yeah. I mean,

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it's a great perspective that you share that,

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but I'm going to back up a little bit,

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because I think a lot of entrepreneurs,

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especially in our space where we have a lot of makers

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and creators here,

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but I'd almost say it's general to all entrepreneurs.

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We come in as the super power women,

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right? And we say,

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we're going to be able to do everything.

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And I will sacrifice and put in all the time and

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do every single thing from accounting to product creation,

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to sales,

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to marketing,

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to technology,

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all of that and save the money.

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So you think to build the business.

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And I think that's a big hurdle that people have to

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overcome. Is there comes a point where for you to grow

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your business at all,

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you're going to have to build a team.

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It can't just be a one man show anymore.

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Oh, absolutely.

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And I think the thing that's so interesting about that mindset,

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well, there's a couple of different things.

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First of all.

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And I joke with my own team about this all the

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time, 99.9%

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of all the stuff that needs to get done in your

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business, you are like the worst person to be doing it.

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I agree either.

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You're just flat out,

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not good at it,

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or you spend too much time on it,

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or it's just not in your skillset.

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If you think about all the things that it takes to

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run a successful business there's and dozens of different mindsets,

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skillsets, perspectives,

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and mentalities required to run a successful company.

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So anytime you have one person that's trying to cross over

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all of these different skillsets,

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of course,

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there's massive inefficiencies and ineffectiveness,

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which is actually causing you to go backwards instead of forward.

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So people think like,

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Oh, I'm saving myself money by not spending the money to

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get a team member.

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When in fact you're costing yourself thousands and thousands of dollars

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in growth every single month,

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because you're just not the best person to be doing the

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job that you're doing for a multitude of reasons.

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How do you start thinking about building a team,

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obviously when you're just starting a business,

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you are a one man show at first what's the trigger.

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And at what point is it a financial thing?

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Is it a certain sales number or at what point would

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you trigger adding in and starting to build a team?

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Well, I think first and foremost,

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having a flexible mindset about the way that you build a

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team and the way that you construct this is really important.

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In the beginning,

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you are not going to need a full-time person doing any

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one of the roles in your business.

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So in most instances,

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the first step of getting help is going to bring in

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some type of contractor.

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And a lot of times the easiest,

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most obvious thing that can allow you to grow more quickly

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is to get all of the administrative and admin stuff off

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of your plate,

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which someone on an hourly basis can do for you in

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just a couple hours a week.

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And so that is like usually the first and best step.

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And what I always say to people is it's really not

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a financial decision of where you are so much as it's

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a commitment to yourself,

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that whatever hours you hire someone to come in and take

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over admin and operational things for you,

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that you are then going to dedicate those hours to selling

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and marketing your business.

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At which point it's not going to cost you anything to

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have that person,

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the place where we kind of get ourselves into trouble,

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Sue is if you hire that person to take on all

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the admin and operations stuff,

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and then you still keep doing non-revenue producing things well,

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yeah. Then you are going to be in the hole.

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Right? Exactly.

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And I'm so glad you brought that up because we talk

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about freedom and all that doesn't mean that you add someone

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in and then you have time to go and have lunch

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with your girlfriends.

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Exactly. It's a process.

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Yes. Yeah.

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And exactly what you're saying.

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I agree with you wholeheartedly is that you have to then

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be directing yourself into activities that you,

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as the owner of your business should be doing,

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which is business growth,

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revenue, generating activities.

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Exactly. And I think that,

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and especially,

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I know we're talking to a lot of craft makers and

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people that are really passionate about creating and providing a really

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special, unique product.

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And I think the thing that can be really,

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really tough when you are a creative and when you are

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someone that really puts a lot of love and investment into

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creating something really special to sell is that you really want

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to spend your time and attention on your craft.

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And one of the most important mindset shifts,

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if you want to create and you want to actually make

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really good money from your business is to recognize that your

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craft as a business owner moves from the thing that you

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do to coaching and developing people so that you can multiply

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the amount of product that you can move and the amount

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of people that you can serve.

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And that's a really tough bridge sometimes for people to cross.

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But what you have to ask yourself is,

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are you more invested in doing the craft?

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At which point you can get a job doing the craft,

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or you can work part time for someone else doing the

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crafts and having that be like your sole focus,

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or are you more interested in the end result of what

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being a business owner can create for you?

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Which is the freedom.

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It's a financial abundance,

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it's the flexibility,

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all of that.

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At which point you have to really embrace crossing that bridge

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over into leadership and people development,

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and really focusing your time and energy on learning the craft

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of sales and marketing so that your business can run like

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a well-oiled machine and continue to grow.

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And I think the mindset gift biz listeners too,

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could be at first,

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it's like,

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well, nobody can make my product as well as I can.

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That's the mindset we all have because it's your design,

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it's your talents,

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et cetera.

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But just as Kelly is talking about,

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perhaps a way to think of this that would be acceptable

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to you is you are the designer.

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So all of the products that are going out are your

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design, your creative input in terms of how it comes together

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and what the finished product looks like.

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All of that in terms of the production can be lovingly

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taught to other people and in doing so,

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you're able to get your fabulous product into more hands of

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more people and then growing your company.

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Exactly. And you're right.

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What I always say to people is there's a difference between

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a producer versus the thinker and the business owner.

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The CEO really needs to be the thinker,

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the visionary,

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the person that's overseeing,

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everything that's done.

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That's kind of at the top of the ship,

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looking out to make sure you don't hit any icebergs,

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right? So if you're down underneath in the workshop and you're

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creating the product,

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it's going to be really hard for you to be out

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front, making sure that this whole ship is pointed in the

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right direction and is going to make its way safely to

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the destination that you're going to try to arrive at.

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Does that make sense?

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Yes. And I love that description.

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It's perfect.

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I want to talk a little bit more about replacing the

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activities too.

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You're talking about being the driver.

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I think when you have that backup,

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you have people doing the admin things,

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different types of things that come to mind to me,

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Kelly, and I'm an ad.

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Have you expand on,

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this is the types of activities you should be talking about,

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not necessarily going into social media,

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but going out into networking or not posting on social media

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necessarily, but making contacts on social media in face to face

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real live,

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that scary networking type thing,

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connecting up with potential clients,

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negotiating. If you're a wholesaler,

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those are more revenue generating activities.

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That's what you would replace doing your financials,

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or at some point making your product,

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et cetera.

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Are there any other types of tasks,

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just so our audience can get a little bit more of

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a feel for the types of tasks they should be doing

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that fall in the appropriate column.

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Would you add anything else to that,

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Kelly? Yeah.

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Well, I mean,

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I think you make a really good point there Sue,

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so something interesting.

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I'll just share.

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Obviously we use social media.

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Social media is a huge driver.

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I'm a completely online business except for my corporate clients that

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I work with.

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And so for us,

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social is huge and there have been big,

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big changes to social in the last year and even more

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so in the last six months,

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one of the things that we just did in my company

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was we completely eliminated all social media automation for posting.

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So back in the day,

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it was like top of mind awareness,

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preload, all these posts to stay in front of your audience,

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that doesn't work anymore,

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right? People now want engagement.

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They are much more interested in seeing you feeling you and

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interacting with you on a one-on-one basis.

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So when you think of social or you think of making

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connections to grow your business,

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whether it's you pursuing wholesale accounts where you're going to physically

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go out and drop by with goodies,

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like I have my team go out to a target list

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of 20 key corporate customers that we're pursuing every single week.

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And they put together goodies and they have flyers and handwritten

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notes and they make these beautiful presentations and they go out

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every single week.

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And that's how we target our corporate clients.

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And then of course we have other team members that call

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them and email them and all of that on the online

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side, it's really about engagement.

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So it's,

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one-to-one interaction,

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whether it's messaging on Instagram or messaging on Facebook or messaging

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on LinkedIn,

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or whether it's you live streaming and actually demonstrating and showing

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one of your beautiful products that your team or that yourself

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just finished creating and talking about it and actually just selling

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it on air.

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I mean,

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look at QVC,

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right? What do they do?

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They demonstrate beautiful handcrafted products and they live stream and sell

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them. That is exactly.

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Now what you guys,

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as craft makers have the opportunity to do all day everyday

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for free from the comfort of your own home.

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So it's about leveraging technology in a meaningful way.

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It's about driving engagement and spending your time closest to the

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money, which is going to be interacting with people,

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whether that's face-to-face in person or utilizing the online space and

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the new technology that's now available for us,

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I would not have said it any better.

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Cali. Perfect.

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Let's also talk a little bit about pivoting,

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which is,

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I know one of the topics that you pay a lot

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of attention to tell us overall what pivoting means in a

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business, and then we'll get into some further conversation.

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I'm sure.

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In terms of when you do that at all.

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Yeah, absolutely.

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So pivoting is really the art of being able to assess

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in a non-emotional way what's working and what's not.

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And when it's time to make strategic changes in your business

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and pivoting is very different from hopping from tactic to tactic

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every other week,

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because you don't have the patience to follow through on something

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long enough to actually see a result.

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So I just want to put that out there right away,

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because these are two very opposite ends of the spectrum.

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And it's really important not to confuse them on one hand,

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in order to even use pivoting as a strategy in your

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business, you have to have the patience to implement a strategy

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or tactic for long enough,

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and with enough intensity and precision to know that it's working

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or not working so that you even can assess it to

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make strategic changes.

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But when I think about pivoting,

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what I think about is the fact that our business climate

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is changing very,

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very rapidly,

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more rapidly than ever.

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I mean,

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literally month to month,

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things are changing,

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especially in the online space now.

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And pivoting is really being like cognizant and aware of what

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you're doing to grow what you're doing to achieve success and

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knowing when it's time to make a strategic and well-thought-out change

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in your business.

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So it's like if something lived out its life cycle and

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it's time to upgrade or change the strategy that you're using

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to accomplish that goal,

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or if a technology changes.

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So I just gave an example of pivoting.

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So for us,

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a pivot that we made just about two months ago was

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we eliminated all social media automation,

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and we switched completely to live streaming and singular posts that

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are really well-crafted to drive engagement Right after we hear from

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our sponsor,

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Kelly breaks down exactly what she's doing with live streaming on

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social and the results that she's getting This podcast is made

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possible. Thanks to the support at the ribbon print company,

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for more information.

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So we're posting a lot less frequently,

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but we're getting higher engagement on the things that we're posting.

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And we're really focusing in my team is spending a lot

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of time doing one-to-one engagement in messaging campaigns on Facebook,

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LinkedIn, and Instagram.

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That's an example of pivoting because what worked a couple of

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years ago when there was free organic reach no longer works

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today because now the spectrum of content has gotten so saturated.

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And the automation of posting has really destroyed the newsfeed in

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terms of the integrity of what's being put out there.

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So you really have to take it to the next level.

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If you want to stand out and actually get results from

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what you're posting versus just going through the motions and doing

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it. That's like a perfect example of what I'm talking about

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here. When I say pivoting,

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Right? And for sure,

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the advancement of life and the prioritization that anything live gives

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you, whether it's Instagram stories,

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Facebook live,

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whatever. And we've talked a lot about that here.

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So our audience is pretty well acquainted with all of that,

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but the thing I want to reinforce an underline that you

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said, Kelly,

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that I think is really important.

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And somewhere where people kind of drop off is pivoting needs

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to be from a strategic perspective,

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you were doing something one way.

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It's either run its life cycle or it's the situation has

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changed. So as you're talking about with social media,

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it's time for a change to stay up with the times

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and be relevant,

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but then also the measurement aspect,

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like not just to change for change itself,

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but why are you changing?

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And then how are you going to measure if what you've

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just done is working and you should do all of that.

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I'm thinking Kelly,

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before you even make that change,

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think it all the way through.

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Oh, absolutely.

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I mean,

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imagine just with this shift that we just made,

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like imagine how much time and thought we were talking about

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that for weeks and really assess that decision before making it,

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and you don't want to get caught in indecision,

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but you absolutely need to assess,

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and it needs to be strategic and not emotional.

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And you have to know what result you want by doing

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it. It's not worth even making the change unless you're going

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to invest in really,

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truly bringing it full circle and getting an improved bottom line,

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profitable result from what you're doing.

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Right. Right.

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And how long do you think you wait to see if

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the change has made any impact?

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Usually when you're making a strategic pivot like that,

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you should start to see results very quickly.

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I mean,

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I would expect to see results within a matter of weeks.

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However, I will give the caveat that you also cannot manage

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things at a micro level like that.

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So for example,

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I think you mentioned that you guys have talked about live

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streaming here a lot.

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We teach live streaming and I'll have a lot of customers

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that will come and say,

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I've been doing live streaming every week for two months.

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And I haven't gotten a client for a minute.

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And I'm like,

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how often are you live streaming?

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I'm like,

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you didn't even get to your 16 touches yet.

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It takes momentum.

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It takes continuity.

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It takes a lot of focus on promotion and distribution,

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all of that to take a new strategy and go from

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zero to profitability.

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So on one hand,

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when you're making a strategic change in an area that you've

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already had success making that change should start to produce results

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pretty quickly.

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Whereas if you're doing something new or for the first time

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and you yourself are just learning it,

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I mean,

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it could be six months plus of you needing to do

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that consistently and repetitively before you're seeing real,

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tangible results.

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And sometimes you need to use your judgment and other times

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that's why it's good to work with a mentor or a

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coach, someone that can realistically give you feedback on what you're

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doing and say,

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this isn't working.

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You need to change this,

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this and this in order to get results,

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or what you're doing is effective.

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You just need to stick with it.

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You haven't been doing it long enough.

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You know what I'm saying?

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Right. Depends on what the topic is to what you're actually

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doing. Exactly.

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And give biz listeners.

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The idea comes to mind for me about this too,

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is your product and the relevance of your product as time

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changes. And the whole idea of pivoting is pertinent here too.

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If your product is something that's no longer viable,

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no longer something that an audience is looking at pivoting in

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of an adjustment,

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a switch,

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a different version,

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or an extension of your base product,

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maybe in order something that we can all relate to DVDs,

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you know,

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blockbuster it's over,

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had they thought of pivoting and changing and adjusting their product.

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They may still be in business.

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Think of that also with your product really important for the

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longevity of your business.

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Is it still relevant?

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If you are a soap maker or essential oil,

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something like that,

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is there a scent that's really popular right now that you

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should be adding?

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That could be,

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I guess,

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a minor pivot,

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I would call that one Kelly,

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but it's not just what you're doing in your business,

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but also how pivoting could relate to your product.

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Yeah, absolutely.

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And I think it can be on a small scale or

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it can be on a very big scale.

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I mean,

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if you look at what has happened with retailers over the

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last couple of years,

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hundreds and hundreds and hundreds of stores closed thousands and thousands

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and thousands of people out of work,

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and you ask yourself,

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why, why did that happen?

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Well, it happened because they did not pivot to proactively going

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out and getting customers.

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They were still relying on customers coming to them period.

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End of story.

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And because they were not able to pivot effectively or waited

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too long to begin that process,

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they just got kind of swept away with the tide.

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So it's important to keep your hand on the trigger and

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be on the lookout.

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And that's why I gave the analogy of being on the

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top of the ship and making sure you're not going to

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run into an iceberg because if you're down under you can't

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even see you got your head down working.

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You're not even looking around you to see,

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Oh my gosh,

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my whole industry is changing.

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My whole space is changing.

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If I don't change,

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I'm going to be out of business pretty soon.

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Right? It's such an important point because we can get so

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mired in the Facebook live topics like we were talking about,

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which is super important,

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but in terms of your whole industry,

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what is happening,

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what are the trends?

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What is going on?

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And if you're not looking from the upper level,

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you're going to miss it.

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Exactly. So obviously people can find out this information through podcasts,

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through industry specific Facebook groups,

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possibly, or periodicals,

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I would say like journals or online resources within their industry.

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Where else can you give us any clues or tips of

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where you would go just to make sure you're keeping in

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touch with all those top-line topics?

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Well, Look within your own business as well,

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right? So if you found that a year ago,

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you were selling something like hotcakes and now it's not selling

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anymore. You got to dig into that.

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I find that a lot of businesses don't do a lot

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of internal reporting,

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especially when they're small,

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they feel like they're too small to be focused on tracking

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and measuring and doing analysis.

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And a business is never too small to be doing tracking

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and analysis.

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You can know that some of these trends are happening within

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your own business,

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just by tracking and measuring and paying attention to changes that

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are happening.

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And so that's why,

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you know,

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where every single customer coming from,

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right? No.

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How many repeat sales you're getting on average per customer per

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year? No.

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At your average spend per customer and for the lifetime spend

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of a customer is no.

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What your sources are,

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know where your traffic is coming from.

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Right? Like all of those things are going to give you

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huge indicators of what's working and what's not.

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But yeah,

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I agree.

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I mean,

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you can look around you.

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And one of the things that I would mention there,

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Sue that I think is really important is not just looking

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within your own industry.

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I think looking outside of your industry and paying attention to

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trends overall and seeing what you need to be doing with

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your product or service that is working really well in another

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industry that could also be working for you because sometimes if

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you only follow the big players in your own space,

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they're slower at picking it up than you are.

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And you could go right over the cliff trying to model

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what you see them doing.

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You have to remember a lot of times,

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bigger companies move slower and are slower to adapt change because

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they're bloated and they're like kind of dinosaurs.

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That's why so many big companies are hiring entrepreneurs and entrepreneurial

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companies to help them work on their adaptability and speed.

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So you don't want to just look within your own industry.

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You really want to look at the bigger world around you

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and always be asking yourself,

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what can I learn from this?

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How does this relate to me?

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Yeah. And I also think that by looking at outside of

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your industry,

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you're going to see other things that maybe no one else

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in your industry is doing to impact sales yet that you

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could be the first one,

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you're bringing something new and special to your own industry.

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Exactly. Okay.

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So you rattled off a minute ago and give his listeners,

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you can go back and listen to this again,

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in terms of the different types of things that you can

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be looking at and reporting on,

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and I'd say monthly,

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right? Kelly,

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you should be looking at these numbers,

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monthly, absolutely overall sales customer acquisition.

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I won't repeat all the lists that you gave,

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but really important.

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But I think that could be overwhelming for a lot of

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people here.

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What would be your top three things?

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If someone was just starting out the very top three things

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that you think that someone should track every month.

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Yeah. Yeah.

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So I think where your clients are coming from.

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So every client that comes into your business should be tagged

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with the source of where they came from.

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Absolutely critical because as your business grows,

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you want to know where to invest your time and money,

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as far as where you're going to be able to get

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your growth from,

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and you want to align where you invest for growth with

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the thing that's going to produce the fastest,

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most lucrative return.

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So where each customer is coming from,

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number one,

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number two,

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what you're spending money on and what return you're getting from

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that. So that when you're investing in something and you're not

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getting a return,

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you can redirect that money into something else that will produce

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a return.

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And then number three,

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I would just pay attention to the trends that are happening

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overall, especially with social media and with what people are doing

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to sell online,

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which the vast majority of buying is happening online now,

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and really looking at what are you versus where kind of

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the group consciousnesses,

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where the public consciousness is and what do you need to

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do to get your business in a place to be successful,

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leveraging some of the easiest,

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most obvious places that people are spending their time in their

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life. Perfect.

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Okay. Just to summarize for everybody what Kelly is suggesting in

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terms of tracking,

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if you've never done it before,

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start with this number one,

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where your customers are coming from,

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number two,

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the ROI of your investment.

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And I'm going to add on something here and that is,

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you may make an investment,

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let's say in being a member of your local chamber,

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you have to be working at if you're in part of

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your local chamber and you're not getting the return for that

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before you drop it,

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have you been going to networking meetings?

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Have you been having coffee with members who have some linkage

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where you could collaborate or you've got resources?

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Like if you really gotta work and you can't just make

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the investment and then drop it,

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if you haven't really given it its full chance.

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So one little caveat there.

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And then the third point that Kelly's mentioning is overall trends.

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And I would suggest to you your overall sales to even

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just your top line number,

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are you growing your sales?

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Now? Of course there's extra things.

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They are there's costs that go along with it,

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all that.

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But I want to keep it simple to start just tracking

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those three things.

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If you've never been tracking numbers before,

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we'll give you really good insight and direction.

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When you start looking from a strategic level,

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what you should be adjusting or not any additions to that.

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Kelly, I think we're good.

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I mean,

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I think just overall like money and money out,

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right? And this is a big thing that I see with

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a lot of business owners.

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I mean,

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I work with people from startup through 50 to a hundred

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million dollar companies.

Speaker:

And a lot of business owners get really stuck once they

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get into multi six figures because they don't have the systems

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and the structure and the right bookkeeping practices in place.

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And again,

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it's because of that mindset that when you're starting really small,

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you're not big enough to be doing that yet.

Speaker:

So the biggest piece of advice that I have overall is

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treat your business like a business from day one,

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focus on the systems,

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start building a team.

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Even if that team is your mom working for you an

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hour a week,

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I don't care what that team looks like,

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but start building a team,

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right? Treat the business like a business,

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start building a team and get the right systems and tracking

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and reporting in place.

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I don't care if you have five customers today,

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you will thank me later.

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That is the biggest thing that is going to set you

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up for success in the longterm of building a sustainable profitable

Speaker:

business. I agree.

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And Kelly,

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where were you when I started my businesses because I was

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a late comer in that and it's harder later.

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It's so much harder.

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Yeah. I mean,

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when you think,

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okay, I just have a few sales right now or any

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of that.

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If you don't have an accounting system yet set up,

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it's going to be,

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I mean,

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I've walked into some of my clients who,

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Oh my gosh,

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they have retail shops and they're pencil and paper manually tracking

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all of their sales to this day.

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I mean,

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I thought I would fall over because all of the work

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to then go back and put it into a system is

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crazy and I've done the same thing.

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I was that hard worker by golly.

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I would work myself to the bone cause I didn't want

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to extend any dollars out.

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I wanted to keep everything for growth and I don't know,

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it might've been okay to a certain point,

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but way harder to implement and start building a team later.

Speaker:

I want to talk a little bit about something else that

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you were just mentioning and that is getting stock.

Speaker:

And I want to relay this over to problem-solving.

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We get stuck with some type of a problem and that's

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an excuse not to progress,

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not to proceed forward.

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What do you do about problem solving and how do you

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make sure that that doesn't be an obstacle that just totally

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stops your progress?

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Yeah. Okay.

Speaker:

Great. Great question.

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Well, the first and most important thing is to understand that

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problem solving is one of the most important skillsets of a

Speaker:

business owner.

Speaker:

And it is a muscle that you build every day from

Speaker:

the day that you start your business until the day that

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you sell,

Speaker:

hopefully. And if you put your systems in place and set

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things up the right way from the beginning,

Speaker:

you'll be in a good place to be able to sell.

Speaker:

But problem solving is something that a lot of times,

Speaker:

when people are suffering from a problem in their business,

Speaker:

they see it as just a hard stop,

Speaker:

right? It's like I can't get over this hump.

Speaker:

I can't get around this.

Speaker:

I've been struggling with this for so long.

Speaker:

But a lot of times what I find when I'm working

Speaker:

with business owners is that it's very limited thinking that keeps

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us stuck.

Speaker:

It's a lack of innovation.

Speaker:

It's a lack of an entrepreneurial spirit of being willing to

Speaker:

try new things and fail.

Speaker:

I always tell the story back in the day 2013,

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when I started with Facebook advertising,

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it was brand new and almost no one was doing it.

Speaker:

It was right when pages came out and I went to

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go on air for a speaking gig.

Speaker:

And one of the other business owners there was there and

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was like,

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Oh yeah,

Speaker:

you were just kind of talking about what we were doing

Speaker:

to grow our business.

Speaker:

And she's like,

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yeah, I just started doing Facebook advertising.

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And I was like,

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what Facebook advertising,

Speaker:

what are you talking about?

Speaker:

And she told me about it.

Speaker:

And I'm like,

Speaker:

that sounds really interesting.

Speaker:

I'm going to try.

Speaker:

And I had no idea if I was just going to

Speaker:

throw thousands of dollars in the street or if this was

Speaker:

going to be the best thing I ever did.

Speaker:

But I was like,

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you know what?

Speaker:

This gives me an opportunity to drive new eyeballs to my

Speaker:

business every single day.

Speaker:

And it was really the catalyst for going from zero to

Speaker:

multi six figures in less than a year because it was

Speaker:

giving turbo fuel to my business of putting it on the

Speaker:

map and putting it in front of people and getting clients.

Speaker:

But if I hadn't been willing to risk trying a new,

Speaker:

innovative thing,

Speaker:

that I had no idea how the result was going to

Speaker:

go, I would have completely missed that opportunity.

Speaker:

So I just think when we talk about problem solving,

Speaker:

it's so important that you realize that it's typically our own

Speaker:

mindset that has kept us stuck and solving is a skill.

Speaker:

It is something that you actually want to set an intention

Speaker:

to work on because the more that you work on your

Speaker:

ability to solve problems and embrace,

Speaker:

when you're stuck on something,

Speaker:

realizing that it's you that stuck,

Speaker:

it's not the thing that's not working.

Speaker:

It's you kind of opening up your mindset,

Speaker:

looking at a different approach,

Speaker:

trying something new,

Speaker:

being inventive,

Speaker:

being innovative.

Speaker:

You'll begin to realize that any problem that you're facing can

Speaker:

be solved.

Speaker:

It's just the degree to which you're willing to get out

Speaker:

of your own way and come at it from a different

Speaker:

direction and have the perseverance and the persistence to keep working

Speaker:

at it until you get the result that you want.

Speaker:

So I know that it's kind of a long answer,

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but does that make sense?

Speaker:

It makes complete sense.

Speaker:

And I think what you're talking about,

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something that we talk about a lot is resourcefulness is the

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answers are out there.

Speaker:

You just have to find them.

Speaker:

And when you do try something,

Speaker:

think of it as an experiment,

Speaker:

not, Oh,

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I tried something and it didn't work.

Speaker:

I'm a failure.

Speaker:

Let's say your Facebook ads would not have worked exactly.

Speaker:

Well. I'm quite sure you would have either tweaked them or

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you would have tried something else or it's just one step

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along the way.

Speaker:

And also I'll be interested in your opinion.

Speaker:

I think you'll agree with me here,

Speaker:

Kelly is what works for one business doesn't necessarily work for

Speaker:

your business.

Speaker:

So again,

Speaker:

back to,

Speaker:

it's not a failure,

Speaker:

it's an experiment.

Speaker:

You can take other people's experiences and advice and suggestions,

Speaker:

but you still have to apply it to your audience,

Speaker:

your product,

Speaker:

your market,

Speaker:

because your market,

Speaker:

even if you sell the exact same product might be different

Speaker:

than a buddy of yours.

Speaker:

Who's three States over.

Speaker:

It might be totally different customer,

Speaker:

even though you have the same product.

Speaker:

So all you do is you test it,

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you evaluate it again.

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We were talking earlier about being strategic and then measuring.

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And then if it's working great,

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if not Mark it off as an experiment and try something

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else. That's exactly right.

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And in order to grow quickly and be a leader in

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your space,

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you have to always be in the process of testing and

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trying new things.

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Knowing that eight out of 10 of them may be flops

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and you'll just fail fast and end them.

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So you don't waste,

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but two out of 10 are going to be brilliant and

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they're going to be the thing that takes your business to

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the next level.

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And you have to develop that mindset as an entrepreneur in

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order to become a leader.

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And in order to become the type of CEO,

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that's going to be able to create the profitable growth that

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allows you to achieve the things that no doubt you had

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in your mind when you started your business.

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Yeah. And it's fun and exciting too,

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doing the same old thing over and over again becomes a

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boring. Exactly.

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But again,

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To your point,

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it's all about mindset for sure.

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A hundred percent.

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Okay. So you have a feel for who our listeners are

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here and I'm curious,

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your business is totally different in the coaching realm,

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but is there some tool that you've just found recently or

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you've been using for a while that you think our listeners

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might not know about that could be advantageous in terms of

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productivity or market analysis,

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something like Nothing that is technology driven,

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but I'll just share.

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One thing that I have my customers do that I think

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has changed a lot of people's lives and that is get

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an index card and write down on the index card,

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the top 10 things that need to happen in your business

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every single week in order to grow.

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And then on the flip side of that index card,

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break those things down into what you can do when you

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have 15 minutes,

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30 minutes,

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five minutes,

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two minutes,

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and take those things,

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divide them out,

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get on the other side of that index card and carry

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that index card around with you.

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Because I think one of the biggest things too,

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that keeps business owners stuck is the fact that we all

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have a lot going on,

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right? Like we have families,

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we have kids,

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we have responsibilities.

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We have sick parents.

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I mean,

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the list goes on.

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And I think a lot of times from a marketing and

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sales Rose standpoint,

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what stands in people's way is they see this big elephant

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in front of them of like what they feel like they

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need to do to take the business to the next level.

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And because they feel like they can't get their hands around

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it or can't get long enough,

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segmented, blocked off time to do it.

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They just don't.

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And my biggest piece of advice to all the listeners is

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get clear on what the most productive 10 actions that you

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can and should be doing in your business every week are

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get them on that index card,

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carry it around with you everywhere you go.

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And look for two minutes,

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five minutes,

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15 minutes,

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30 minutes that you can get in some of those activities

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each week.

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Don't wait until the perfect time.

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Don't wait until you have a whole day blocked off because

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it will never ever happen.

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Work with what you got fitted into the pockets that you

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have, and that's going to be your best and fastest path

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Cash. Wow.

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That is gold Kelly.

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I totally agree.

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And talking about breaking it down into two minutes,

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15 minutes,

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if you have a big overall task,

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you can break it into all of these little sub units.

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And that's I think what you're suggesting you put on this

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index card too.

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Exactly. Sending a follow-up email right this morning.

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So we had a sales call.

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We have a sales call with my team every morning,

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but we were on our sales call this morning.

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And there was a really high dollar customer that one of

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my team members was looking to close.

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And we just spent two minutes on the call talking about

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a strategy for her follow-up this morning.

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And we just got an email back from the person saying,

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great, I'm ready to move forward.

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Thanks. That was one email.

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If you break it down every day into strategic actions,

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that actually matter that are going to be impactful for your

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bottom line.

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You can take two minutes and send one email.

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You don't need to sit and wait until you have an

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hour to send 50 emails fit in the one email here,

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fit in the one email there,

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just get it done with the time that you have use

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your phone,

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right, and fit it into your life,

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that it into your busy life instead of waiting for the

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perfect time.

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And I think that will be for most people,

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one of the biggest game changers for creating growth.

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Now you work with a lot of people who are already

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established businesses and you're helping them build the teams problem,

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solve pivot so that they can grow.

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Would you have any words of advice for someone who's listening,

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who is thinking about starting their business or they're at the

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starting line,

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but they're waiting for that gun to go off so that

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they can start.

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What would you say to them?

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Well, the gun is not going to go off.

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That would be what I would say.

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Them, you are the gun.

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So the biggest thing I would say is just pull the

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trigger and start doing whatever it is you want to do.

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So if you want to start a craft business,

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or you have this special product that you want to start

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selling, or whatever,

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start creating a product and start getting on live streaming and

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using social to sell it.

Speaker:

You don't need a website.

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You don't need to spend a year talking or planning about

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what you're doing.

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You'll learn more in the trenches in a month than you

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could learn in five years of you trying to plan and

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prepare and have everything perfect in a vacuum because that's never

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how anyone learns to build a successful business.

Speaker:

So my biggest piece of advice,

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which this has changed in the last couple of years,

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cause this wasn't even available to us,

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but I would become a maniac with live streaming.

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If I was starting a new business today and I didn't

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have any responsibilities and I didn't have anything in front of

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me, I would just start off by live streaming every day.

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And that would be how I would build the business.

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It's simple,

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it's easy,

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it's free and it's effective.

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Perfect. Love it.

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Simple, easy,

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free, effective done.

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All right.

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As we start to wind down and close up here,

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Kelly, I'd like to invite you to dare to dream.

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I'd like to present you with a virtual gift.

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It's a magical box containing unlimited possibilities for your future.

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So this is your goal or your dream of almost unreachable

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Heights that you would wish to obtain.

Speaker:

Please accept this gift and open it in our presence.

Speaker:

What is inside your box?

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Ooh, wow.

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I just got chest.

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I think what's inside.

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My box is my ability to work with innovative people all

Speaker:

around the world to set up a completely reconstructed university system

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that is for entrepreneurship,

Speaker:

where all of your homework assignments,

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all of your tests,

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all of everything that you do is actually work that you

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do in your business.

Speaker:

And the only way that you can pass the class is

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by implementing the thing in your business.

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So that by the time you get done,

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your years of university,

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you are running a multi six-figure business and taking home a

Speaker:

substantial salary from that business.

Speaker:

Oh wow.

Speaker:

And are you going to create this Collie?

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Yes. Yes.

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Yay. There you go.

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Love it.

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Perfect. You've given us such good information and good advice.

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If someone wants to know more about you and particularly your

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podcast as well,

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give a little promo of where people can find you,

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your show,

Speaker:

what it's about and anything else you'd like to add?

Speaker:

Yeah, definitely.

Speaker:

So unstoppable success radio,

Speaker:

I do three shows a week and the whole show is

Speaker:

dedicated to helping entrepreneurs go further,

Speaker:

faster and accomplishing their financial and growth goals in their business.

Speaker:

So if you want a short,

Speaker:

tangible episodes that give you things to put into action right

Speaker:

away, unstoppable success.

Speaker:

Radio is a great resource for you in terms of connecting

Speaker:

with me,

Speaker:

I'm on Facebook,

Speaker:

a lot,

Speaker:

Kelly, Roach international.

Speaker:

I go live there.

Speaker:

I interact with my fans and my followers and my email

Speaker:

subscribers. And I would love to meet you guys and connect

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with you.

Speaker:

And we do a lot of in-depth training type things on

Speaker:

live stream.

Speaker:

So that's a great place to connect.

Speaker:

And if you had to my website,

Speaker:

Kelly roots,

Speaker:

coaching.com, there are tons think there's nine different free downloads of

Speaker:

audio, video and trainings that are on all different topics to

Speaker:

help you grow your business And give biz listeners.

Speaker:

You also know there'll be a show notes page with all

Speaker:

of the links.

Speaker:

So if you didn't capture anything yet and you want to

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go over and see what Kelly has to offer,

Speaker:

just jump over to our show notes page and you'll be

Speaker:

able to link through right from there.

Speaker:

Kelly, thank you so much.

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I really appreciate all of your insight.

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Great, great information for our audience today.

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So I really appreciate your taking the time with me.

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Yeah, Absolutely.

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You're awesome.

Speaker:

Host, thank you so much for having me.

Speaker:

This episode is all wrapped up,

Speaker:

but fortunately,

Speaker:

your gift biz journey continues.

Speaker:

Are you eager to learn more?

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Our gift biz gal has a free download just for you.

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Head over to gift biz on wrapped.com/twelve

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steps to get your copy of the 12 steps to starting

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a profitable gift biz don't delay,

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