Latest / Growing a Deeply Rooted Business: Launches, Funnels & Email Marketing with Intention / How We Do It All: The Systems That Let Us Ask for Help

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How We Do It All: The Systems That Let Us Ask for Help · Growing a Deeply Rooted Business: Launches, Funnels & Email Marketing with Intention

• 0:00
  Rachel: Let's just say this out loud to start.
• 0:02
  Rachel: Running a business by yourself is hard, period.
• 0:06
  Rachel: Not hard because you're doing it wrong.
• 0:08
  Rachel: It's hard because what the job actually is.
• 0:12
  Rachel: On Monday, you're the CEO setting up the plan.
• 0:15
  Rachel: By 10:00 AM, you're either a strategist or a therapist on a client call.
• 0:20
  Rachel: By lunch, you're the marketer trying to eat lunch, multitask, do a caption for your own business and all of the things.
• 0:27
  Rachel: And maybe by 2:00, you're answering emails and Slack messages and putting on your customer service hat.
• 0:33
  Rachel: It is never-ending and on top of the many, many hats, a lot of people, especially people that we work with and, people we talk with in our communities and stuff, are doing a lot of this just purely off
• 0:48
  Rachel: of the vibes.
• 0:50
  Rachel: And winging it works for a little bit and I think that that's kind of the trap of it all, right?
• 0:56
  Rachel: Is that it's sustainable up until it's not, and then life happens.
• 1:02
  Rachel: Whether that means you have a client launch or a kid gets sick or you have an unexpected discovery call, there's a lot of things that can ultimately lead to burnout and to just be in a never-ending game of
• 1:17
  Rachel: catch-up, which I think we've all felt ourselves there.
• 1:20
  Rachel: So today, we are showing you how we do it all, and by doing it all, we do not mean we are literally doing it all, because spoiler, we're not.
• 1:29
  Rachel: But we're showing you the systems that we use to ask for help and build space in our business
• 1:36
  Jessica: But before we get into it, welcome back to another episode of Growing a Deeply Rooted Business.
• 1:40
  Jessica: I am Jess, your sustainable systems and growth gal, and I'm here with Rachel, our email marketing mastermind.
• 1:48
  Jessica: This is gonna be the last episode of our Life First series.
• 1:52
  Jessica: We've been going through how we build systems or operate in a way through how we do our podcast, handle client management, do sales and marketing in a way that will, both protect our profits but also protect our peace
• 2:06
  Jessica: because we believe that there are zero businesses worth burning your whole entire life down for, and we wanna operate in a way that is sustainable, fun and enjoyable.
• 2:15
  Jessica: That's why we all got into this.
• 2:17
  Jessica: Before we get into our episode today, I really want to do a quick energy check right now, and I want you to notice that little voice of comparison that you kind of look out on Instagram or when you're
• 2:27
  Jessica: talking to peers and saying, "Everybody else seems like they have it all together or can handle it, and why can't I?"
• 2:34
  Jessica: I want you to let that voice go, cause I promise you that nobody is handling it all.
• 2:38
  Jessica: The people who look like they are either have some help behind the scenes or some really good systems behind the scenes that you cannot see, or they're about three weeks from hitting the wall and burning it all down.
• 2:50
  Jessica: So you're not behind.
• 2:51
  Jessica: You're not a failure.
• 2:52
  Jessica: You are just at capacity, and capacity is not a character flaw.
• 2:56
  Jessica: It is a math problem.
• 2:57
  Jessica: So today is about doing that math and reevaluating the equation so that we can give you more time, space, and a little less mental overwhelm as you run your business.
• 3:09
  Rachel: So let's talk a little bit about who we've written and designed this episode for, which is us.
• 3:15
  Rachel: But if you are like us, you want to protect that profit margin.
• 3:20
  Rachel: So a lot of times the answer is, just hire somebody for that.
• 3:23
  Rachel: Hire this person.
• 3:25
  Rachel: And then at the end of the day, I don't want to be managing a team of five plus people and becoming another role in my business where I'm then having to essentially manage a full HR department.
• 3:37
  Rachel: I think a lot of service providers really kinda get stuck into these different paths of either scale more, hire more, do more, all of the mores.
• 3:47
  Rachel: And at the end of the day, it leaves you, one, without a life to be able to enjoy, and two, it leaves you with so many other areas that you're then having to manage.
• 3:56
  Rachel: And this is who we have written this episode for because we've been there.
• 4:02
  Rachel: We know the balance between wanting a business to scale, but also a life to preserve so you can enjoy the fruits of your labor.
• 4:09
  Rachel: And ultimate goal there is protecting your profit margin by not over-purchasing everything
• 4:15
  Jessica: Yeah, yeah.
• 4:16
  Jessica: So I fully believe in running lean a key part, and I think this starts with our step number one is really focusing on your life first rhythm.
• 4:26
  Jessica: And the goal of this focus is to replace that fantasy capacity or what time you actually think you have with what actually is reality.
• 4:36
  Jessica: So we have a whole planner called Rooted in Reality.
• 4:38
  Jessica: And the whole purpose of that is to commit to goals that you can actually achieve based on the realistic aspects of your life.
• 4:45
  Jessica: Everyone kind of is in at a different season of life with different capacities as a business owner.
• 4:51
  Jessica: I know that once my daughter graduates high school and goes into college, my week is gonna open up and I'm probably gonna have so much, hopefully, extra time that I'm not gonna know what I'm doing with ourselves.
• 5:01
  Jessica: But I think the number one thing is really getting this kind of balance you have to do between profit and capacity and what you can say yes to.
• 5:11
  Jessica: And that comes with getting a realistic view of what your life looks like.
• 5:14
  Jessica: So that means blocking off what time you actually do have to work on your business.
• 5:20
  Jessica: And when we say life first, that's because we block our life first.
• 5:25
  Jessica: So we block in our kids' schedules, what they're doing, the vacations we wanna take, the holidays we wanna take out any workouts or hobby time we wanna have.
• 5:35
  Jessica: We block those non-negotiables first before we even start to figure out where a single client hour goes.
• 5:42
  Jessica: And like I alluded to before, you kinda wanna name the energy season that you're in.
• 5:47
  Jessica: Rachel and I are a bit woo if you've been here for a while.
• 5:50
  Jessica: We really leaned into the woo, but if you go way back into our first episodes, we're completely laying into the woo.
• 5:56
  Jessica: I think once you've been in business for a couple of years like we do, we know that we kinda go through these natural energetic seasons where based on our constitution or your zodiac sign, whatever you think it is.
• 6:09
  Jessica: There are seasons where we know we can push harder and then seasons where we know where we need to kind of go hibernate.
• 6:14
  Jessica: So making sure that we are giving ourselves kind of that flow of push, rest, recover, plan, so that we're not trying to push all year long because that is going to give you burnout very, very quickly.
• 6:28
  Jessica: And then after that, it's building a weekly blueprint around how you wanna operate.
• 6:34
  Jessica: So we are a big fan of theming our days, you know, taking client calls on one day, certain days are content days.
• 6:41
  Jessica: Really starting to map out what work is gonna get done when and where.
• 6:45
  Jessica: Do we stick to this blueprint 100% of the time always?
• 6:49
  Jessica: No, we never do, but at least it kinda gives some guardrails, especially to neurospicy people, of what you're supposed to be doing that day so that you can get into sort of this rhythm.
• 7:00
  Jessica: And then really figuring out what your capacity is if you're the one still implementing all of your client work, if you're the one still individually delivering these services to your team.
• 7:11
  Jessica: Or if you have a whole entire team, you still need to know what your capacity is.
• 7:17
  Jessica: This involves not only blocking off your time, but also tracking your time because you can't know how long things are going to take you or what you're actually doing until you have a clear read on time tracking.
• 7:30
  Jessica: And then it's doing those quarterly...
• 7:33
  Jessica: Instead of quarterly plannings, we like to call them resets, where you kind of reflect, look at everything that's going on and where do things move?
• 7:40
  Jessica: I know Rachel's got a toddler, and I'm sure every time he hits a different milestone, she probably has to shift her weekly blueprint or her capacity cap.
• 7:48
  Jessica: But it's the same thing with me having an older child.
• 7:50
  Jessica: When they're home for summer and when we've got other things going on, our capacity changes.
• 7:54
  Jessica: So, what do you have to add to that, Rachel?
• 7:56
  Jessica: 'Cause I know I just went-
• 7:57
  Rachel: I mean, So I have an open morning, which hardly ever happens.
• 8:01
  Rachel: What do I work on now?
• 8:03
  Rachel: I sat down, and in the Life First Business lab, we have two assistants, Project Manager Paula, which you can buy individually if you want, and then Offer Optimizer Olivia.
• 8:13
  Rachel: These two, I put them together, and I was just like, "I don't know what to work on right now.
• 8:19
  Rachel: How do I reset?"
• 8:21
  Rachel: And it pulled all of my Notion tasks and said, "Oh, well, you kinda have a backlog here.
• 8:26
  Rachel: Let's clean some of this stuff up."
• 8:28
  Rachel: Ultimately, I was able to reshift my focus.
• 8:30
  Rachel: And the thing that I really think is important here is that because it knows my energy season, because we put that in onboarding for the business brain, and because it knows my weekly blueprint, the two projects that I
• 8:44
  Rachel: was ready, gung ho to sit down and tackle this morning still said, "Hey, you're not gonna be able to get this done until about January, because you have at most five free hours a week without overlapping into life.
• 8:59
  Rachel: And if you're willing to budge that, then you can do more.
• 9:04
  Rachel: But you're not, then you really have to think that this project isn't gonna get done," kind of thing.
• 9:10
  Rachel: And so it was fascinating to me, because I think a lot of people that are sitting there, and they just kind of hit a lull, and then they go fast into a bunch of different projects, and they ultimately
• 9:21
  Rachel: burn out or leaving tons of projects undone, are at a point where they don't have those boundaries in place to even remind themselves.
• 9:31
  Rachel: I know my boundaries.
• 9:32
  Rachel: I know my weekly rhythm.
• 9:34
  Rachel: But I still was like, "No, I'm gonna redo my website this morning, because obviously I have some free time."
• 9:41
  Rachel: And this was still telling me, "No, you're not gonna do that."
• 9:45
  Rachel: So I think that this is the most important element and foundation to have in business that has helped me, one, preserving my mental health and not burning out.
• 9:56
  Rachel: Because I am that person that will be like, "I don't care.
• 10:00
  Rachel: I'll skip lunch if I wanna get this done."
• 10:01
  Rachel: If I'm locked in and in focus mode, we're gonna get this done.
• 10:05
  Rachel: But it has helped me really balance out all of the different pots I have my hands in and allow me to stay locked in on the right thing at the right time.
• 10:15
  Rachel: Does that make sense?
• 10:17
  Jessica: Yeah, yeah.
• 10:17
  Jessica: And I love actually what you said too, because I think sometimes when we say life first, business, people are like, "Oh, that's like a fantasy," blah, blah, blah, blah, blah.
• 10:24
  Jessica: That doesn't mean that we never push or never get hard, but like we said, it's about fully understanding what the trade-off is going to be.
• 10:31
  Jessica: Because there are definitely seasons where I choose, I call it the short-term squeeze for long-term ease.
• 10:37
  Jessica: I know I'm gonna be pushing.
• 10:39
  Jessica: I know I'm going to be pushing for the couple of months, but maybe that's to get to another revenue or to build a system that's really gonna save me time down the line.
• 10:47
  Jessica: But it's a conscious trade-off, and I think so many business owners work from a more reactionary mode versus proactive, and that's really where you start to get stuck into the burnout when you're not considering your actual capacity.
• 11:00
  Rachel: And one more layer to this, one more layer, 'cause I think that this is important too, is that when you're in an emotional state, and I say emotional in a, "Oh, shoot, I need to sign a client," but
• 11:13
  Rachel: you're also in a busy busy season of the year, it's easy to say, "Hey, I'll sign this client that just booked this discovery call even though I don't have capacity for it," because that emotion is telling you, "I
• 11:27
  Rachel: can't turn anybody away.
• 11:29
  Rachel: I need to sign a client.
• 11:30
  Rachel: I don't know when the next client will come in."
• 11:32
  Rachel: That layers in perfectly to this because you can run this through whatever boundaries and whatever systems that you have in place to keep you in check from preserving your life-first rhythm.
• 11:46
  Rachel: And I did this back in January.
• 11:48
  Rachel: I did not wanna sign this client, and they popped up, and I said, "Oh, dream client, I have to."
• 11:54
  Rachel: And I was so burnt out in the first quarter because I went against my life-first rhythm.
• 12:00
  Rachel: It's wild.
• 12:01
  Rachel: So just have to keep yourself in check 'cause there's a lot of different factors here that will push you to make the wrong decision
• 12:08
  Jessica: Agreed.
• 12:08
  Jessica: All right, so number two, the key component to a life first business is what I like to call our business brain.
• 12:15
  Jessica: What this does is really help to reduce the mental overwhelm that comes with wearing all the hats that we wear as business owners dealing with multiple clients like all of us are doing.
• 12:27
  Jessica: Basically, it's taking anything that you would hold in your head and giving it a place, and then also starting to create systems and templates around the things that you do recurring so that you're never starting with zero.
• 12:40
  Jessica: And so, for us, both Rachel and I, we use a Notion system that I built, but you can use Asana, ClickUp, whatever.
• 12:47
  Jessica: But it's just about building a space where all of your client work can live, every project you're working with them, every task, every document, every meeting note, so that you can stop having to kind of trust that you're
• 13:00
  Jessica: going to remember to do all of the things, that you say that you're gonna do or commit to that you're gonna do.
• 13:07
  Jessica: Another thing with this business brain is Notion has Notion AI meeting notes, so we're capturing, you know, every meeting notes.
• 13:14
  Jessica: We've got Miles who will go through and the transcripts after and pull it out and put it into our Notion system.
• 13:21
  Jessica: He's another employee in the lab.
• 13:23
  Jessica: And this system, this business brain in Notion not only helps you reduce your mental overwhelm, but when you're starting to really keep up with it and making sure that your offers are in there, your documents that you use
• 13:36
  Jessica: are in there, your workflows of how you deliver things are in there, that's when AI, no matter if you're using Claude and connecting your Notion to it or using AI within Notion itself, can really start to help to
• 13:49
  Jessica: alleviate some of the pressure because it has all the business contacts.
• 13:52
  Jessica: And then when you're ready to graduate from an AI assistant to a real assistant, all your context is in there and organized as well, so it's going to make delegating or even if you need to bring in a
• 14:03
  Jessica: temporary contractor to kind of help you get through a really busy season much easier if everything is not in your head and it's into a system.
• 14:11
  Rachel: I feel like this goes into business 101.
• 14:15
  Rachel: I feel like every single mastermind I started when I was first a baby business owner was talking about how any possible way you can templatize, whether that is your offer.
• 14:24
  Rachel: That's why people say to niche, so that if you say, are working with dieticians or health and wellness, that you have sales page recommendations for that specific niche, you have email cadences for that niche.
• 14:40
  Rachel: And when you go against that and make it a little bit harder on yourself and say, "Actually, I wanna talk to everybody and serve everybody," then you are ultimately having to create everything ultimately from scratch.
• 14:52
  Rachel: And so when you have a way to templatize your SOPs, your tasks, your due dates, your project templates and all of that, it makes things so much easier.
• 15:03
  Rachel: And that is something that I think is pretty consistent across, business advice is that's why people tell you to niche.
• 15:10
  Rachel: But I think that that's honestly, the biggest change I had when you moved me into Notion, and you templatized so much stuff where I was like, "Oh, my my clients that are family-related get put into this bucket.
• 15:22
  Rachel: My clients that are health and wellness get put into this bucket."
• 15:25
  Rachel: And it really is so much easier when you are not starting from scratch in so many ways.
• 15:32
  Jessica: To kind of build on that too, with step number three, what we're going into is the SOPs of it all.
• 15:37
  Jessica: SOPs are basically standard operating ways of doing things, and I think this is where people, one, will waste a lot of time using AI if they're trying to have AI assist them and they don't currently have a system,
• 15:52
  Jessica: because then you're going to spend a lot of your time and effort.
• 15:55
  Jessica: Or if you're delegating to a human person, you're gonna have to spend a lot more time and effort explaining that, showing what good looks like, telling the steps.
• 16:03
  Jessica: To where if you have a process of this is how we do this, we recorded a whole episode last week on how we've gotten our podcast recording promotion down to three hours because we have a step-by-step process that
• 16:15
  Jessica: us and the podcast team follow every single week, so that we are not having to start from scratch.
• 16:21
  Jessica: It makes delegation so much easier, and it makes having AI come in and assist you so much easier as well.
• 16:29
  Rachel: But I also say you can't necessarily get to delegation ready or ready to hire and what I said in the beginning still stands of not wanting to be an HR manager in your own business kind of thing.
• 16:41
  Rachel: But we share a VA between our two businesses and the podcast, and that is enough support for me to live within my life first rhythm, work within my systems, and still turn a profit at the end of the
• 16:55
  Rachel: day.
• 16:56
  Rachel: And so the two steps that we had broken down before this, establishing what your life first rhythm is, templetizing and building a client management system that works for you, I think those two are prerequisites to getting to delegation
• 17:13
  Rachel: ready because it'll only make it easier for you to then ask for help and hire help and not feel like you need to be panic hiring a social media manager or a person to reduce something in your business.
• 17:28
  Rachel: There's so many steps that can support that in a more gradual profit margin retaining way
• 17:35
  Jessica: Yeah.
• 17:35
  Jessica: There's actually a business owner, that it's down the street from me, it's Clean Creations, and I've kind of followed her journey.
• 17:41
  Jessica: It's a meal prep delivery service, and I've seen her grow from basically cooking meals in her kitchen to now operating multiple different satellite locations.
• 17:50
  Jessica: And one of the things that I asked her for was like, "What do you think made you so successful?"
• 17:53
  Jessica: And she was basically like, "I stayed where I was at didn't get a bigger space, didn't hire more teams until capacity, had it."
• 18:02
  Jessica: She's like, "When I had meal prep containers all over my kitchen, I moved to a little church that let me rent out their kitchen.
• 18:08
  Jessica: When I had meal prep all over that and I needed a bigger space, I moved, but I didn't kinda get ahead of myself."
• 18:13
  Jessica: And I think sometimes with the FOMO of small business, especially if you're online all the time, that can cause you to kinda wanna stretch beyond your means.
• 18:21
  Jessica: So it is this kind of dance that you have to have where you are really hitting that capacity, but at the same time you're working towards getting to that capacity.
• 18:31
  Jessica: You're building the systems that are gonna allow you as soon as you're ready there until your plant needs a bigger container, you're gonna able to take it over and plop it into the new pot.
• 18:39
  Jessica: But you can't do that if you haven't built the bigger pot yet, and the bigger pot is your business brain, is your SOPs, and is your life first rhythm.
• 18:47
  Jessica: If you don't have those things, then you're gonna go into a pot that's not there.
• 18:52
  Rachel: And I think here's the most important part where that connects to what I was referring to at the top of who this is for and what we wanna talk about, is that if you want to grow your business
• 19:03
  Rachel: without having to manage five different people, an agency over here, other people's deadlines, your idea of team starts to work a little bit differently.
• 19:14
  Rachel: And so I know that we talk a lot about our AI assistants, but I think this is what has helped us really preserve that profit margin while also hiring on our own terms, and I use hiring very lightly
• 19:28
  Rachel: because people are very iffy about the robot revolution that's happening right now.
• 19:33
  Rachel: But imagine having meeting Miles on your calls, taking notes for you that you can say, "Hey, clock that," and they will.
• 19:41
  Rachel: And then imagine having a project manager, Paula, on your projects that are saying, "Hey, this is a new idea that was brought up on the meeting.
• 19:49
  Rachel: We need to reshift this."
• 19:51
  Rachel: And it's not you spending five to 10 minutes re-dating tasks because it'll do it for you automatically.
• 20:00
  Rachel: And then ultimately, when you are ready to move into a bigger role and have a VA or an actual human assistant, you've had, an AI skill Bob documenting everything so that it actually is ready to hand off.
• 20:14
  Rachel: So I would call this kind of that limbo between a human team and still creating growth in your business on your own terms.
• 20:24
  Rachel: So making sure you're not eating your profit margin without putting growth on pause.
• 20:30
  Rachel: that is my only caveat there.
• 20:33
  Rachel: But we're gonna go ahead and bring this home 'cause I know we've been yapping a lot here.
• 20:37
  Jessica: Yeah.
• 20:37
  Jessica: So there, here's three systems that allow us to ask for help and run our businesses without losing our mind or the joy in our life in our eyes.
• 20:46
  Jessica: Step one is you wanna make sure you create and stick to a life-first rhythm.
• 20:51
  Jessica: Make sure you're blocking off your life first, being cognizant of, your particular energy season or season of life, and really figuring out what your true capacity is, both for client work and business development work, so that you're planning
• 21:04
  Jessica: your week for your real-life version of you, not your most caffeinated self, like Rachel likes to say.
• 21:11
  Jessica: Step two, you wanna build your business brain.
• 21:13
  Jessica: So one place, it can be a hub in Notion like we use, or any other project management template that you may use, where you can start to build out, templates, systems, documentation, a place to hold all your tasks.
• 21:27
  Jessica: I call it business brain because it's capturing everything, single thing that you would be trying to remember in your head into an external business brain that, once built, will allow you to hand off either to a human or
• 21:38
  Jessica: to AI much easier.
• 21:40
  Jessica: And then what goes along with that is SOPs and processes.
• 21:44
  Jessica: So you know, writing down the steps you do to complete a newsletter, to follow up after a client call.
• 21:50
  Jessica: And then once you have that process done, manually, then you can start to integrate AI and then maybe a real-life assistant into your business to kind of help you, kind of increase your capacity using innovation, which is a
• 22:04
  Jessica: way that you can increase capacity without working longer or increasing your budget.
• 22:09
  Jessica: Innovation is that key that kind of unlock for us.
• 22:13
  Jessica: I think no matter what we think about AI, it is a wonderful time and place where we can have these assistants that can help us be a little more productive, but not productive for productivity's sake, to be able
• 22:24
  Jessica: to kind of live life that we want to, and not be stuck in the busy work of it all all the time.
• 22:29
  Rachel: So if you want to hire Miles, Paula, or Bob, we've broken them off individually from the Life First Business Lab.
• 22:36
  Rachel: You can grab them for $14 each in the show notes.
• 22:40
  Rachel: Just load them up into your preferred AI tool and get going with them.
• 22:46
  Rachel: If you're not sure where to start, we also have a free quiz called the Life First Business Audit.
• 22:52
  Rachel: Takes about two minutes, and it'll tell you where your biggest gap is right now.
• 22:55
  Rachel: That is also in the show notes.
• 22:56
  Rachel: And if this episode hit home, as always, share it with your business bestie.
• 23:01
  Rachel: And until next week, we're rooting for
• 23:05
  Jessica: for you.
• 23:05
  Jessica: Yay