Welcome to Business and Balance, your go-to newsletter for online business owners ready to reclaim control & grow their business in a way that's true to them and sustainable in the long run. Each week, you’ll get practical tips, time-saving tools, and strategies to streamline your services, grow your business, and create space for what truly matters. It’s all about working smarter, not harder, so you can build success and savor life.
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Pre-P.S. This email contains affiliate links. If you decide to make a purchase, I may make a commission at no extra cost to you. I only recommend products that I trust and truly believe in.
Heyy Reader,
I currently have an opening for an OBM client up to 15 hours per week. If you or anyone you know is looking, please send them my way!
I do offer a referral bonus to anyone who refers someone to my services.
🤝 SEE MY LINKEDIN POST
WTH IS A SYSTEM?
I'm in a couple of coaching programs right now and one thing that several people have pointed out to me is that they don't even know what a system is or why they need one.
When we're talking about things in our own realms, it's easy to forget that other people may not even know what we're talking about.
So yesterday, I took a step back and broke it down for you.
Check out my LinkedIn post to learn exactly what a system is and why you need them in your business.
ON THE BLOG
NAVIGATING PROJECT MANAGEMENT
Project management is one of the top things I recommend for all business owners, big and small. Getting a process down for project management is so important and can really make or break your business.
But I often find that a lot of business owners, particularly those of us with ADHD, struggle to keep consistent with project management.
Read our newest blog post talks all about project management for small business and how to pick the best tool for you!
30 DAY PROJECT MANAGEMENT POWER PLAN
JUMPSTART YOUR PROJECT MANAGEMENT PLAN
Our 30 Day Project Management Power Plan is designed to take you from unorganized to project planning pro in just 30 days.
We walk you through the process, step-by-step, of how to choose and create your own project management system.
It's what I wish I'd had when I got started in business years ago.
SUPERCHARGED SYSTEMS
FLAWLESS FIRST IMPRESSIONS
How's your client onboarding experience?
It's the first real impression of what it's like to work with you.
And yet, so many people fall short here.
If you don't already have a magical onboarding experience for your clients, you definitely want to change that now.
There are so many softwares and tools out there to help us with this: Dubsado, Moxie, HoneyBook, and more.
But it's more than that as well.
Here are some things I've seen people do in their onboarding process that I HIGHLY recommend:
- Send a handwritten card thanking them to their home.
- Send a personalized video of you thanking them and welcoming them to your sphere.
- Send a gift. It doesn't have to be fancy. I used to send $5 Dunkin or Starbucks cards.
- Make a personal introduction of them to the team.
- Offer a discount on something in the future.
- Create a personalized action plan.
Really, it's about showing them you're excited to work with them and showing them they are important to you right away instead of waiting several days to even make contact.
What ways are you welcoming new clients?
THE ONE HOUR WIN
ALIGN YOUR GOALS WITH YOUR TASKS
I feel like this one is super easy, but in reality, I haven't done this for several months and after finishing this email I'm setting a timer and going to do this one myself.
Take an hour this week to review your goals.
Are you making progress on them? Is there anything that no longer aligns? Anything you need to change or update?
Then look at your tasks. How do they compare or relate to your goals?
If they don't, you need to reconsider them and change them up.
Take some time to align your goals with your tasks and make sure you have a clear objective for every task on your to-do list. This will keep you focused and driven.
DELEGATION INSPIRATION
DEFINE CLEAR ROLES
This is one of the biggest issues I see when founders hire a virtual assistant: they do not have a clear description of the goal, aren't 100% sure where they need help, and don't have a direction for the person they are hiring.
Clear role descriptions are essential for ensuring you get the quality and capabilities you are looking for when you hire.
And I'll be straight up--that can be freaking hard.
That's why you've got people like me!
I offer Support Consulting Calls to guide you through things like this. We can certainly use that time together to create a role description for you new VA.
TIME FOR WHAT YOU LOVE
WHAT ARE YOU NEGLECTING?
For me, it's reading.
What are you neglecting right now, something that you love, because you are too worried about all the other things you have to do?
What if you took 20 minutes this week to do it?
That's it. 20 minutes.
How would you feel differently? Would it lift your spirit?
I'd love to hear if you take action on this. Feel free to hit reply and let me know which hobby love you rekindled this week.
Wishing you a warm and healthy week ahead!
Talk Soon,
