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Simplifying, Systems and Success for Quantum Revenue Growth | QRE203
Episode 20328th December 2021 • Quantum Revenue Expansion • Ursula Mentjes
00:00:00 00:41:05

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In working as a paralegal for many years my guest Alex Brzozowski saw just how disorganized people were and how much time and energy they were wasting in trying to get their daily tasks done.

It was here that she became the go-to person who created systems and digitized clients' information which in turn helped both them and her law firm be better equipped to get things done quicker and more efficiently.

Realizing this was a process she could scale and bring out into the world to help even more people, including herself succeed, Alex decided to turn her skills into a business.

Are you feeling overwhelmed, disorganized and a little scattered?

Then you won’t want to miss today’s episode, where Alex shares her top tips and steps for creating the systems and processes that will not only keep you on track but help you create your quantum revenue expansion.

Ursula’s Takeaways:

Intro (00:00)

Let It Be Easy (7:49)

Self Care (12:34)

Fitting A Square Peg Into Round Hole (15:25)

Get Things In Order (18:39)

Set Boundaries (24:33)

Making The Process Simpler (27:24)

Go Back To The Basics (31:57)

About Alex Brzozowski

Alex Brzozowski is a digital professional organizer and productivity specialist. She started Be Organizing because she believes there’s a better way to organizing people’s lives—specializing in digital organizing and productivity, including digital documents, passwords, photos, music, email, contacts, calendar and more! Her goal is to help her clients free up time to do what they love by bringing order and efficiency to their business or personal digital life.


Connect with Alex

Website: https://beorganizing.com

Facebook: https://www.facebook.com/alex.brzozowski.7

Facebook: https://www.facebook.com/beorganizing/

LinkedIn: http://www.linkedin.com/company/be-home-&-digital-life-organizing

Instagram: https://www.instagram.com/beorganizing/?hl=en



FREE GIFT:

Get Things Done With These 5 Apps Free Webinar - https://learning.beorganizing.com/opt-in-webinar-top-5-apps

Get Things Done With These 5 Apps Free Guide - https://learning.beorganizing.com/Top-5-Apps-For-Organizing

Digital Photo Organizing Course. - $150 off for a limited time! -

https://learning.beorganizing.com/DigitalPhotoOrganizingCourse

Schedule Free Assessment

https://beorganizing.com/assessment/



About Ursula Mentjes 

Ursula Mentjes is an award-winning Entrepreneur and Sales Expert. She will transform the way you think about selling so you can reach your revenue goals with less anxiety and less effort! Ursula specializes in Neuro-Linguistic Programming and other performance modalities to help clients double and triple their sales fast.  

Honing her skills at an international technical training company, where she began her career in her early twenties, Ursula increased sales by 90% in just one year. Just 5 years later, when the company’s annual revenue was in the tens of millions, Ursula advanced to the position of President at just 27.  Sales guru Brian Tracy endorsed her first book, Selling with Intention, saying, “This powerful, practical book shows you how to connect with customers by fully understanding the sales process from the inside out. It really works!” Ursula is also the author of One Great Goal, Selling with Synchronicity and The Belief Zone, which received the Beverly Hills President’s Choice award.  Her Podcast, Double Your Sales NOW, is available on iTunes, iHeartRadio and other outlets. 

Ursula also serves as Past Statewide Chairperson of the NAWBO-CA Education Fund and Past President of NAWBO-CA. She is the recipient of the SBA’s Women in Business Champion and a recipient of the Willow Tree’s Extraordinary Example and Extraordinary Entrepreneur Awards, the NAWBO-IE ANITA Award, chosen as PDP’s Extraordinary Speaker, PDP’s Business Woman of the Year, the Spirit of the Entrepreneur Awards Finalist and the President’s Lifetime Achievement Award from two Presidents.  She has shared the stage with bestselling author Loral Langemeier, Les Brown, Tom Antion, Lisa Nichols, Giuliana Rancic and many others!  Her clients include Aflac, Ebenezer and Fairview Hospitals, New York Life, Paychex and more!  She holds a B.A. in Psychology and Communication from St. Olaf College and an M.S. in Counseling Psychology from California Baptist University.


Social Links:

LinkedIn: https://www.linkedin.com/in/ursulamentjessalescoach/

Facebook: https://www.facebook.com/UrsulaSalesCoach

Instagram: @ursulaincorporated!

Twitter: @ursulamentjes

Join Quantum Revenue Expansion Private Facebook Group: www.facebook.com/groups/quantumrevenueexpansion/


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Transcripts

Unknown:

Perfect, everyone, and welcome back to quantum revenue

Unknown:

expansion, the podcast, super excited to have you back with us

Unknown:

today. And I think you're really going to appreciate the topic,

Unknown:

because we're gonna talk about how to really make your 2022.

Unknown:

Even better. So I've got the Amazing Alex Berezovsky here

Unknown:

with me today. Alex, I go back, I think more than five years, I

Unknown:

don't even know like, at some point, it's gonna be a decade.

Unknown:

And so excited to have you here because we're going to talk

Unknown:

about how we're talking about simplifying systems and success

Unknown:

are quantum revenue growth. In other words, how do you organize

Unknown:

how to simplify things, how to have systems that actually help

Unknown:

you move your business forward, because if if you don't have the

Unknown:

systems and processes in place, if you're not organized, it can

Unknown:

be really hard to have that quantum revenue growth. So Alex,

Unknown:

I'm so glad you're here.

Unknown:

Thank you for having me.

Unknown:

Your timing is so good, because it's like we're talking about

Unknown:

2022. We're talking about how to make this year incredible. And,

Unknown:

again, we can have all of the the amazing, you know, revenue

Unknown:

models and the plans to get there. And I think as CEOs, I

Unknown:

know me, we can be a little bit a DD and ADHD and you feel like

Unknown:

things are all over. So you're gonna help us bring it all

Unknown:

together. But before we do that, I have a couple housekeeping

Unknown:

items. If you haven't yet, go to Ursula inc.co. On the homepage,

Unknown:

you'll find my free course that goes with this podcast, quantum

Unknown:

revenue expansion. And during that course, it's free hours,

Unknown:

it's in three segments. So one hour per segment, the first

Unknown:

segment, we talked about how to create your content revenue

Unknown:

container, and what that really means. In other words, how do

Unknown:

you create a stretch goal for every month and actually reach

Unknown:

it. So I'm going to break that down for you. Then, on the

Unknown:

second part of the class where we talk about marketing and

Unknown:

pricing, how do we get those two things in alignment, so you can

Unknown:

put your product or service out to the world confidently. And

Unknown:

the third segment is all about collapsing time, which is one of

Unknown:

my favorite things to talk about, and how to get to your

Unknown:

goal even faster. So that sounds fun to you. It's a $997 value,

Unknown:

we're giving it away, good Ursa ink.co, it's on the homepage,

Unknown:

super easy to find. So that's our gift to you. Also, if you've

Unknown:

heard about the 2x intensive, and you're like I wanted to ask

Unknown:

my sales and shave 10 more hours off my work week. We'd love to

Unknown:

help you do that in 2022, go to Arsenal inc.co, forward slash

Unknown:

apply, send us some details. And we'll get you all the

Unknown:

information about the 2x intensive. We'll also put all of

Unknown:

this in the show notes so you can find it easily. Another

Unknown:

thing I want to say about that is, you know the clients have

Unknown:

taken the 2x intensive, come on the other side was such a

Unknown:

different perspective of what they want to create for their

Unknown:

business and their lives. And they realize that it is possible

Unknown:

to make more money and work less what a concept. So we'd love to

Unknown:

have you experienced that as well. One side note to that is

Unknown:

we have a limited amount of two intensives. On the calendar, we

Unknown:

have January, which is almost full, and we have March, which

Unknown:

is filling up quickly. We're not going to have one in February.

Unknown:

So if you have interest, definitely reach out and and

Unknown:

we're expecting a waitlist pretty soon, Alex. So that's

Unknown:

really exciting for our time. So Alright, with that, let me tell

Unknown:

you about Alex Brzozowski. She is a digital professional

Unknown:

organizer, and productivity specialist, she started the

Unknown:

organizing because she believes there's a better way, a better

Unknown:

way to organize people's lives, specializing in digital

Unknown:

organizing and productivity, including digital documents,

Unknown:

passwords, photos, music, email, contacts, calendar, and more.

Unknown:

Her goal is to help her clients free up time to do what they

Unknown:

love by bringing order and efficiency to their business

Unknown:

and, or personal digital life. I mean, I think we all live in a

Unknown:

time where it feels like we're on our phones way too much. Our

Unknown:

email isn't necessarily organized in any way. It takes

Unknown:

up a lot of time. There's distractions on this thing

Unknown:

called social media, right. And there's distractions of the

Unknown:

world right now. And so I'm excited to have you here. So

Unknown:

Alex, let's just dive in and start with your story. What led

Unknown:

you What led you on this path? And I know you have a passion

Unknown:

for organizations, what brought you to this moment?

Unknown:

Yeah, so thank you again for having me. So I started my

Unknown:

career, I guess you could say in the legal world, which brings me

Unknown:

to where I am today. Sounds kind of weird. But I was a paralegal

Unknown:

for many years before starting my business and in that we were

Unknown:

100% paperless at the law firm. I was at two different law firms

Unknown:

are huge one small one. And both of them were paperless, which

Unknown:

was unheard of back. This was in 2008. So that was something that

Unknown:

was unique to where I was, and then also I worked with many

Unknown:

clients and wills, trusts, probate, estate administration

Unknown:

and business Law, things like that a lot of transactional type

Unknown:

of work doing that I really got to see how many people were not

Unknown:

organized. And would they ended up spending so much time and

Unknown:

energy and, you know, just added stress to an already stressful

Unknown:

situation with maybe a loved one passing away, or maybe some

Unknown:

contention with their business. And so they now have to think

Unknown:

about all the organization pieces, and I just kind of

Unknown:

became like the go to person of getting that stuff in order, and

Unknown:

digitizing things, understanding, you know,

Unknown:

creating templates and reusing efficiency, all those things

Unknown:

just to make, like at the law firm, easier, but also help our

Unknown:

clients get things done more quickly. But I figured out that

Unknown:

I could do this as a business and actually bring it to more

Unknown:

people. And seeing that I was also dabbling so much into

Unknown:

business law, I found out how the legality part of it, I could

Unknown:

totally do it. I was like, that was the only part that was

Unknown:

holding me back. So I figured that out. And I was like, you

Unknown:

know, I can do this and help a lot more people and collaborate

Unknown:

and have the team that I want. The law firm world was not going

Unknown:

to be able to give that to me. And this was something I could,

Unknown:

you know, really grow and help more people. So that's what I

Unknown:

did. Yeah. Well,

Unknown:

I know, and congratulations on your business. I know, it's

Unknown:

evolved in many ways over the years. And when you look back at

Unknown:

your business, what were the biggest myths about money and

Unknown:

revenue that you had to let go of to continue to grow your

Unknown:

business? The biggest one is that it's hard work. Hmm, say

Unknown:

more about that. Yeah. So I, it's something that I still have

Unknown:

to constantly remind myself. And I actually have a little sticky

Unknown:

note here that says, Let it be easy. To constantly remind

Unknown:

myself this, I was thinking it was a constant uphill battle.

Unknown:

And that money, getting money as hard that gaining money is hard.

Unknown:

And that doesn't, that's not true. And it doesn't need to be

Unknown:

hard. It doesn't need to be that way. And I've pushed myself to

Unknown:

the max and made it so hard so many times, and it didn't make

Unknown:

it I didn't make more money because of it. Um, and so that

Unknown:

doesn't equate to anything. So that would be the biggest one

Unknown:

for me that I've had to kind of re Yeah, Bri, change my mindset

Unknown:

on it. So, so

Unknown:

beautiful. And so what, like when you look back at the

Unknown:

trajectory of your journey in your business, if how do you let

Unknown:

it be easy? I'm sure all entrepreneurs CEOs are like,

Unknown:

Okay, well, hard, how do you let it be easier? What does that

Unknown:

even mean?

Unknown:

Yeah, so letting it be easy to me. It's like letting go of

Unknown:

expectations of how things are going to be letting things like

Unknown:

thinking instead of like, being like, oh my gosh, this is gonna

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be so stressful, like going into it more of a no, this is just

Unknown:

gonna happen, it's gonna come so it's more like an attitude

Unknown:

shifts from like, in my space, because when I do that, I

Unknown:

actually find out that I have fun doing certain things. So

Unknown:

like I found out and I would have never found this out if I

Unknown:

would have just kept my mindset as this is going to be hard,

Unknown:

which is I really enjoy creating, like presentations and

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like the creativity of its, you know, I like dabbling in Canva

Unknown:

like, I would have never had that experience if I would have

Unknown:

just, you know, kept putting it off and saying, oh, it's gonna

Unknown:

be so hard because it seems like such a behemoth thing of

Unknown:

relearning a platform fit you know, being creative. I don't

Unknown:

think of myself as creative. But as soon as I was like, just let

Unknown:

it go and just have fun with it and let it just let it it's not

Unknown:

going to be hard and just coming into it with that and we talk a

Unknown:

lot about this at the CEO tables just not being so attached to

Unknown:

the way things are. I think that one thing which is really

Unknown:

interesting is it's almost like being codependent on your

Unknown:

business in a way because when you're codependent on somebody

Unknown:

you're super attached and so you have to like be committed yes

Unknown:

but not be so like wrapped up in it and defined by it and letting

Unknown:

it just kind of take over you but having that space. I it's

Unknown:

really hard to like put into words for me, but just to me,

Unknown:

it's all about attitude. Yeah, letting it be easy.

Unknown:

Well, let's unpack that a little bit because I love what you

Unknown:

said. It's like being codependent with your business.

Unknown:

And I especially as women, I think we can really relate to

Unknown:

writing the emotional Business rollercoaster. Oh, I lost a

Unknown:

client, I'm going to feel terrible. Oh, I got a new

Unknown:

client, I'm going to feel great. Oh, my team members leaving, I'm

Unknown:

going to feel terrible. Oh, you know, we have more money in the

Unknown:

bank than we thought I'm going to feel great. And letting it

Unknown:

run your emotions because I feel like that's kind of what you're

Unknown:

saying. Right? Yes, yeah. And that I mean, it doesn't serve

Unknown:

us. And so for everyone who's listening, because Rebecca

Unknown:

really talks about this at the CEO table is to be, you know, to

Unknown:

be committed to what you want, but detached from the outcome,

Unknown:

you be committed and detached. And so for everyone who's

Unknown:

listening to give yourself permission to not ride the

Unknown:

business emotional roller coaster, it is not worth it. It

Unknown:

will, it will run you. And because the truth is, not every

Unknown:

client's gonna be happy. The truth is, not every prospect is

Unknown:

going to be say yes to you. The truth is, your team members

Unknown:

aren't always going to be happy. The truth is your bank accounts

Unknown:

not gonna look the way you want it to. And in those moments, you

Unknown:

have a choice to say, I'm going to be super depressed. I'm just

Unknown:

going to be detached, I'm going to be neutral. I like to think I

Unknown:

like to say I'm Switzerland, right? I'm just going to be in

Unknown:

Spain, whatever. And then I'm going to go out and find

Unknown:

something to make me happy. So let's talk about that for a

Unknown:

moment. And the big thing in that the CEO table will talk

Unknown:

about it lately is like, what do you do to feel better? What do

Unknown:

you do Alex for self care, and to take care and to stay in that

Unknown:

kind of neutral space with your business

Unknown:

i, so I'm an active person. So in so some, there's interesting,

Unknown:

that's like a dichotomy. I need to burn myself out. And so I

Unknown:

usually have to like run, walk, something have to move. And then

Unknown:

it's typically like massage. You know, listening to peaceful

Unknown:

music, lighting candles around my house, and just being in the

Unknown:

moment letting go, like, moving my phone away from me. Yeah, and

Unknown:

my computer, leaving it at my desk, not bringing it you know,

Unknown:

now we're so remote. So leaving it really at my desk, not

Unknown:

bringing it into living room. And just completely, actually

Unknown:

not even thinking about the business is how I do a lot of

Unknown:

self care. And just I mean, my biggest self care though, is

Unknown:

really I love like massage facial, that stuff really

Unknown:

rejuvenates me. But I have to also have the active part too.

Unknown:

It's really interesting just for my be able to relax.

Unknown:

Yes, I totally get you and I bet a lot of people listening to I

Unknown:

let you know, without the gym, I would be real cranky. And so

Unknown:

it's like moving the body gets that energy out. But then also

Unknown:

receiving, you know, I feel like the exercise is kind of

Unknown:

masculine energy, massage facials, that's like receiving

Unknown:

that's the feminine energy and having a balance of that to stay

Unknown:

well, especially like we're still, I mean, candidly I'm

Unknown:

saying it's like we're still, we're still in a pandemic,

Unknown:

right? The world, you know, all of us have had very, you know,

Unknown:

tough things happen this year and family members and like just

Unknown:

so much so much sadness, and loss, and as Yos for those of us

Unknown:

who have decided to stay in it, we don't have a choice. We keep

Unknown:

going. And we compartmentalize and I think without the self

Unknown:

care, it'd be really hard to do that. Absolutely. And so, yeah,

Unknown:

I, I want to talk about like, I mean, you you and your business

Unknown:

and what you do for clients and in terms of, you know,

Unknown:

simplifying systems and success for quantum revenue growth. So

Unknown:

my first question in this space, and by the way, this is totally

Unknown:

me being selfish as well, I can't wait to learn more from

Unknown:

you, and just how you do this magic for clients. What are the

Unknown:

what did people get wrong about this? By the way, we're going

Unknown:

off script now. So yeah, Alex, because that's where the fun is.

Unknown:

What do people get wrong about organization, but you wish they

Unknown:

knew?

Unknown:

Oh, man, um, that the solution that works for somebody else

Unknown:

isn't necessarily going to work for them. And that it doesn't

Unknown:

organization it's not something you buy from a box like it's not

Unknown:

a it is custom, you have to make it custom to fit you.

Unknown:

Solve solution?

Unknown:

Yes, yes, there's no such thing. There's, you know, people try to

Unknown:

make it that way. And then it's sometimes fitting like a square

Unknown:

into a round hole, it just is you're trying to make it work

Unknown:

and you're just beating your head and struggling with it. So

Unknown:

it again, it's like going back to make it simple. Um, you know,

Unknown:

equating it to the physical space. Removing the top lid of

Unknown:

the laundry basket sometimes makes it so that your laundry

Unknown:

actually doesn't end up on the floor. So making it simple by

Unknown:

just removing something. Sometimes the answer I feel like

Unknown:

a lot of people get attached to there's all these progress arms

Unknown:

out there. And there's all these options and all these things and

Unknown:

look at what this one can do. And they want to try them all at

Unknown:

once. And then they get overwhelmed. And then they end

Unknown:

up either spreading too thin, where they're just in trying all

Unknown:

these different things at once, or they just are paralyzed. And

Unknown:

they don't do anything. And then they have nothing in place in,

Unknown:

they just want the solution that works for them. But then they're

Unknown:

like, but there's this one, and this one has this and all the

Unknown:

glitter and glam of these programs that they try to

Unknown:

they're trying to sell you. And so going back to always, what do

Unknown:

you need? Whether you know, in your personal and your business

Unknown:

life? What does that look like? What's going to make this easier

Unknown:

for you? So that what this what does the system need to do for

Unknown:

you what it does it need to be remote does it need to be

Unknown:

accessible on your phone, like that's it, that can be a game

Unknown:

changer for some people. I've had people where they are on a

Unknown:

CRM, and they're like, oh, they don't have a, an app. So I have

Unknown:

to go to the website and phone on my phone, it's more of a

Unknown:

pain. So this isn't going to work. And so something is so

Unknown:

simple as just being able to access on your phone can be

Unknown:

important, and make it easier and actually make you do

Unknown:

something that you wouldn't have normally done if you didn't have

Unknown:

that access. So really just thinking about what your goals

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are what you need from that program instead of the other way

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around what the program, like then you go out and do the

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research. And it's like, okay, what are the non negotiables?

Unknown:

About what I need from this? What does it need to be able to

Unknown:

do? And then checking, making sure those boxes are checked off

Unknown:

by the program? But if not move on? Like keep looking.

Unknown:

Really interesting point. Yeah, I mean, I think every month I

Unknown:

look at this is sad. And you probably schooled me on this,

Unknown:

but I look at my credit card to see, to see what software we're

Unknown:

paying for that we don't use anymore. Because we forget, we

Unknown:

use it for a while we did this for a while it was connected to

Unknown:

this thing. And we live in a time where there's so many apps

Unknown:

and so much software. So let's, let's, let's go here, you know,

Unknown:

in the spirit of quantum revenue growth, let's say a client shows

Unknown:

up and they they're like, Alex, next year, I'm going to go from

Unknown:

a half a million to a million. And I need systems and processes

Unknown:

that are going to support that. And it was a very wide question.

Unknown:

But where would you even start with them? Like for the person

Unknown:

who's listening now who's like, what do I need to clean up in my

Unknown:

systems, my processes so that I can double my sales next year?

Unknown:

Yeah, I actually have somebody in mind right now that I'm

Unknown:

thinking of that I've done this with? Yeah, so it's a great

Unknown:

question. Um, first thing, get your scheduling in order. So

Unknown:

using some sort of system and setting up your boundaries of

Unknown:

your schedule, so and making it easier for other people to

Unknown:

schedule with you. So whether that be like if your intake

Unknown:

process like somehow getting that schedule, easy for clients,

Unknown:

easy for whoever needs to access that, but also having control

Unknown:

over it by setting that boundary is huge, I would say that's like

Unknown:

the very first thing that you want to make sure to do. Because

Unknown:

without meetings, you can't make money. And the second thing

Unknown:

would be to setting up your CRM. So your contacts really are your

Unknown:

client relationship management system, and project management

Unknown:

system. So you have to be set up, you have to have something.

Unknown:

I think that's the biggest. It is one of the things that makes

Unknown:

people stand out in a business, you can tell the people that

Unknown:

have it and the people that don't just buy what they

Unknown:

remember about

Unknown:

you. What are your favorites? Like, what are your favorite

Unknown:

serums? Right? Yeah, so

Unknown:

I really like the look and feel of 17 hats, but it doesn't

Unknown:

necessarily solve everybody's issue. So for myself, I can't

Unknown:

use it. I love like when it does work for a business. It's so

Unknown:

nice and pretty. But that's like more of the you know, I want

Unknown:

really clean bins and I'm gonna make this work even though it

Unknown:

doesn't necessarily fit, you know, check all the boxes, so I

Unknown:

don't necessarily recommend it. Um, I personally use Podio it's

Unknown:

a Citrix company. P o di O is the name. Yep. Podio and they

Unknown:

are 100% customizable, and they integrate with Zapier so Zapier

Unknown:

is a like If This Then That type of program, so it's to automate

Unknown:

a lot of things. So it can integrate a lot with Podio. So

Unknown:

meaning I can set up QuickBooks and Podio to do certain things,

Unknown:

I can set up my Podio to go to my marketing email system so

Unknown:

that everybody goes in there and vice versa. I'm all through

Unknown:

Zapier with that connection, but what I love about Podio is how

Unknown:

much I can, you know, adjust it like I can add my own questions,

Unknown:

whereas something like Salesforce there's only so much

Unknown:

you can customize in there. Yeah. So every time I was trying

Unknown:

to use I tried to so Whoa, Salesforce, and that works for a

Unknown:

lot of people don't get me wrong. But this was something

Unknown:

that I can literally build. And there's templates out there that

Unknown:

you can get for free. But I really love that you can make

Unknown:

it's like, Okay, I'm gonna take that. And I'm going to take

Unknown:

this, and I'm going to make it mine. Like, yeah,

Unknown:

yeah, I mean, anything is customized is going to be

Unknown:

better, especially when think when I'm hearing underneath this

Unknown:

is it's not easy to do, but easy ish. Like, it's kind of user

Unknown:

friendly, because there's a lot of CRMs out there, and I'm not

Unknown:

going to bad mouth, any of them. But yeah, you have to hire teams

Unknown:

of people to actually do it. And that's, that's unfortunate, but

Unknown:

you don't want a team, you definitely want your team to be

Unknown:

able to do it. But if it's so complicated, that you have to

Unknown:

hire a super specialist, that's $100 An hour might not be the

Unknown:

one to go with.

Unknown:

Right, right. Because in we've had even clients who spent all

Unknown:

this money in it, and then they end up walking away from it.

Unknown:

It's when they come to us and are like what the, you know, to

Unknown:

now. So setting up that. And then the third thing I would

Unknown:

say, is automate as much as physically possible. So again,

Unknown:

it goes back to the scheduling the automation that I was

Unknown:

talking about with the CRM, but just automating everywhere else

Unknown:

that you can. So for example, having a service agreement as a

Unknown:

template, and then have it in something like Adobe sign, or

Unknown:

DocuSign, or whatever, hello, sign, whatever one that you use,

Unknown:

but just having it really easy and ready to go so that you're

Unknown:

not spending so much time in that because that stuff really

Unknown:

gets lost. I feel like and it's so important at the same time.

Unknown:

So it's like clients are like, I can't you know, I don't know

Unknown:

which one is the most recent one, and what's, you know, how

Unknown:

am I going to, you know, they're just spending so much time

Unknown:

thinking about it. And then where is it that it's like, oh,

Unknown:

just, you know, create a template, create a catch all try

Unknown:

to make it a catch all. And go, you know, make it so that's

Unknown:

really easy to hit send.

Unknown:

That's, that's great advice, right, the proposals and just

Unknown:

chasing all of that, and definitely going there. So I'm

Unknown:

gonna go back to the calendar thing. This is, I love that you

Unknown:

started there, because I'm a big believer, as you know, like,

Unknown:

let's schedule your, you know, million dollar year, whatever

Unknown:

your number is, by putting it in the calendar, backing into it

Unknown:

with, you know, how many marketing events do you need to

Unknown:

do? Or what needs to be on your calendar? Or how many training

Unknown:

like what? Or how many of this do you need to sell? And where

Unknown:

do you need to be available to do that? Because I agree, like,

Unknown:

if it's not on the calendar, it's not going to happen. Now,

Unknown:

one thing is, give me an example. And the person will go

Unknown:

unnamed, but there's somebody out in the world who I tried to

Unknown:

schedule with, and I have to schedule not super regularly,

Unknown:

but regularly enough, they're an important part of my network.

Unknown:

And whenever I schedule a schedule, feeling confident,

Unknown:

like I'm done, and then inevitably, they're like, not

Unknown:

available. So. So if you're going to have a calendar, you're

Unknown:

not available all the time. Let's talk about that. So when

Unknown:

someone's like, how much should I be available? You know, or I

Unknown:

just want to be available all the time in case a client needs

Unknown:

to book or, you know, this this, this big expanse of

Unknown:

availability, what would you say about that? Because you used the

Unknown:

word boundaries? Chair, yes. On how to set boundaries and

Unknown:

calendars.

Unknown:

Yes. So that is probably I had such a hard time with that I was

Unknown:

the person of I just need to be available all the time, because

Unknown:

I might miss something, right. And I didn't want to carve that

Unknown:

out. And then finally, I realized that actually people

Unknown:

respect you. When you set those boundaries, and you don't

Unknown:

actually miss things, it's actually works out in your

Unknown:

favor, because you have the headspace to be fully present

Unknown:

for that person. So I'm setting like I even so much say, okay,

Unknown:

these are the days that we do initial assessments, which is

Unknown:

our first step with working with us. And I did it for myself,

Unknown:

first, I no longer am performing the initial assessments. But

Unknown:

when I was it was like, Okay, I just am picking two times a

Unknown:

week, two different spots in the day to give people an option. So

Unknown:

if they reach out on a Friday, they can schedule for first

Unknown:

thing of the week, you know, the product the next week, or if

Unknown:

they're reaching out in the beginning week, they can get in

Unknown:

at the end. And that's it. And that's enough option. So instead

Unknown:

of like trying to squeeze people in and just moving things around

Unknown:

and being stressed out by that, it's like, no, no, this gives

Unknown:

this, you know, checks all the boxes for people coming in. And

Unknown:

you know, the holidays are coming up right now. And I've

Unknown:

had the people who are doing the initial assessments for our

Unknown:

team, like they're not available. So we just had

Unknown:

somebody scheduled in January. Yeah, have coordinates and it's

Unknown:

like, well, this is great because now we have things

Unknown:

coming in in January. This is totally fine. Like there's

Unknown:

nothing wrong with that. So really I feel like for people,

Unknown:

they want to be able to slick. I figured out in my business

Unknown:

finally, that somebody feels like they can check something

Unknown:

off their box when they schedule a meeting with you. So whether

Unknown:

or not they hired you and actually started working with

Unknown:

you yet, it's more about I did something I can now move on

Unknown:

because I have something scheduled and I'm going to show

Unknown:

up for the other person. Right. So once I realized that, then

Unknown:

I've been able to set my boundaries way more clear.

Unknown:

Yeah. Well, I think that's the that's the key, right? That by

Unknown:

being more restricted in your calendar, you look like the

Unknown:

professional CEO you are, and frankly, you're not available

Unknown:

all the time, because there should be other things you

Unknown:

should be focusing on. So Right. It's a great reminder of that.

Unknown:

And it also you touched on team a little bit, you have other

Unknown:

people doing assessments. Now, I know you've been super

Unknown:

intentional this year about growing your team as you scale

Unknown:

your business, which also, you know, helps with many things.

Unknown:

What What, what's your biggest learning about like, when you

Unknown:

look back on expanding team, not that it's been easy? But like,

Unknown:

what, what do you know it's going to do for your company? Or

Unknown:

how has it shifted how you see your company?

Unknown:

Oh, man, I see it as I was, the reason why it took me so long I

Unknown:

feel like was because I was feeling like, oh, this is so

Unknown:

because what we do is so customizable. But realizing that

Unknown:

I was doing the same thing over and over and over again. Indian

Unknown:

like this actually is repeatable. If I just look at it

Unknown:

from, you know, a bird's eye view down. And really just

Unknown:

making that process so much simpler like we I like we, like

Unknown:

I said, the, you know, the title show being simplifying your

Unknown:

system. So once I realized that it was really easy to grow the

Unknown:

team, because it's like, well, now it's like, here you go,

Unknown:

here's the things that you need to do. Here's the script. here's

Unknown:

this, here's that. And so I would say, realizing that you

Unknown:

can make things simpler, and a process and a system, even in a,

Unknown:

such a customized world and such a customized thing that we do

Unknown:

where everybody's situation is different. That was a huge thing

Unknown:

for me this year. Yeah. Um, and just being able to then remove

Unknown:

myself and giving myself the freedom that came with that. And

Unknown:

it also gave other people like, I mean, my executive assistant

Unknown:

that I hired, she was able to just read the operations manual,

Unknown:

because I had it all written out. And she was like, got it

Unknown:

five questions, I'll let you know. And it was like, Wait, is

Unknown:

that's it? It's just like, yeah, like, okay, like, all right,

Unknown:

there we go. And yeah, there would be some things where she

Unknown:

would have to clear it up with me. And it's like, okay, well,

Unknown:

then we're just going to use that information, improve our

Unknown:

operation manual and our systems, you know, internally,

Unknown:

and just make it even better because we learn that so. Yeah,

Unknown:

yeah, that was such a awesome thing this year, for me so much

Unknown:

freedom brought with

Unknown:

it, this is what you work with your clients on as well. I mean,

Unknown:

what just what, how they're gonna use their time, but

Unknown:

really, who should be doing this thing? Or what are so much of

Unknown:

your work? Is getting things off your client's plates? And I'd

Unknown:

love to know, as we're starting to wrap up this go so fast?

Unknown:

Yes, it does. I know.

Unknown:

I want to, like think of, maybe it's the client, you're thinking

Unknown:

of going from 500 to a million, but think of a client story or

Unknown:

an example where just getting a lot of things off their plate or

Unknown:

systematizing allowed someone to really expand their business

Unknown:

like any stories like that, or

Unknown:

Yeah, she this is this one, she's really grown in team by

Unknown:

having so much hops having her processes, so streamlined. We've

Unknown:

also had a lot of already bigger companies come to us, they're

Unknown:

making money. And they are struggling themselves, like

Unknown:

email is such a big one. And we've had to reframe their mind

Unknown:

about it. Because they were spending so much time in it and

Unknown:

just sending so many emails, and it's like, you know what, don't

Unknown:

send an email, stop, stop, just stop sending emails, because the

Unknown:

more that you send an email, the more you're gonna get back.

Unknown:

Right? So that's something you can control. So if it doesn't

Unknown:

need to be sent in an email, maybe just don't, maybe it needs

Unknown:

to be saved for meeting later maybe, like, there's certain

Unknown:

things that you can send an email, there's some things that

Unknown:

you can't but all that to say is that that person realize that

Unknown:

okay, I need team for myself, I need those things in place. So

Unknown:

really seeing that growth with those processes in place and

Unknown:

with those boundaries. It's almost like the things that

Unknown:

you're not wanting to do, that you think it's going to make you

Unknown:

not be able to grow are actually exactly what you need to do to

Unknown:

grow?

Unknown:

That's so true. I want to touch on email really quickly, just

Unknown:

because I'm sure people were leaning and you know that. Yes.

Unknown:

And in my own world I have I have a running list for my team.

Unknown:

And I asked myself, is this an email or a conversation and more

Unknown:

and more, it's like a conversation when we have our

Unknown:

team meeting, like you should see us. You'd be proud, like, on

Unknown:

a we have a marathon like it is fast. Lauren's got her list.

Unknown:

Rebecca's got her list. I've got my list, because I'm just gonna

Unknown:

relist if she's there. Shondells got like we are on it. And it

Unknown:

saves it literally, I know, it saves hours and hours and hours,

Unknown:

we just knock it out so fast. What would have taken seven

Unknown:

emails back and forth? Yes. So in addition to that, like what

Unknown:

else? What are your tips for either cleaning up our email or

Unknown:

just?

Unknown:

Not? So much? Yeah. So I'm looking at your email as not a

Unknown:

conversation. Whoops. Sorry. Yeah, so it's not a conference.

Unknown:

So it's not a conversation, it's a communicate, like, we have to

Unknown:

go back to the basics of what it is. This is not a I'm gonna call

Unknown:

somebody in brainstorm. You know, this is not a

Unknown:

brainstorming session. This is like, I think of it as more of a

Unknown:

following up on something that you're waiting for. Retreat,

Unknown:

like asking for something very specific. So whether that be a

Unknown:

document or just some information, but coming up with

Unknown:

an idea, or anything like that, no, leave it out an email, um,

Unknown:

completely. And then also, I would say, unsubscribe as much

Unknown:

as you can, because I feel like that's where people get really

Unknown:

crazy, and setting expectations for your team. This is where a

Unknown:

lot of CEOs I've presented to a lot of CEOs, and I always have

Unknown:

to say, email is not urgent, it is never urgent, stop using it

Unknown:

as an urgent thing that pains, you don't need to leave it on,

Unknown:

like I don't have my email open right now. It's like I'm focused

Unknown:

in what I'm doing. So as soon as you start to let email creep in,

Unknown:

and it does become that urgent, like that thing that dopamine

Unknown:

gets released to whatever it is, and then you're like, Oh, it is

Unknown:

urgent. And when you set that expectation for your team, that

Unknown:

you're always going to be available and responding. At

Unknown:

that moment. You are now enslaved to your email. So being

Unknown:

really conscious of that, even I have CEOs sending emails at

Unknown:

like, 11pm at night, right? And maybe, maybe they're working,

Unknown:

maybe they're working on something, but it's like, okay,

Unknown:

use boomerang or something. If you're in Google, like if you're

Unknown:

in the Gmail platform, use something where you can schedule

Unknown:

it to be set in the morning, during regular work hours,

Unknown:

because just that little something when somebody sees

Unknown:

that as an employee, as a team member, or what, or a client

Unknown:

even, and they seem that you're available that it's like no, no,

Unknown:

I'm not. You don't need that already sets the precedent of,

Unknown:

you know, just I'm open to that. And so don't do that. Just don't

Unknown:

and schedule, what you need to work on. Don't use your emails,

Unknown:

your to do list, a lot of people use it as that reminder and

Unknown:

built in to do list. And oh my gosh, if that's when things get

Unknown:

messed up like that email that you're like, oh, I need to

Unknown:

follow up with that client, and it sits in your inbox, because

Unknown:

you want to remember to follow up with that client. No, no, no.

Unknown:

Put the email in a folder, maybe called clients and schedule it

Unknown:

to get done, so that you don't miss it. So actually have

Unknown:

something in your face instead of your inbox cluttered with all

Unknown:

that stuff. So taking it out of your inbox.

Unknown:

Yeah. So good. And yeah, and don't let your to do your your

Unknown:

email via TLS, which I've definitely been guilty of delay

Unknown:

delivery, my favorite two words and Outlook because

Unknown:

that's not to say, I can't think of what it is outlook. There it

Unknown:

is.

Unknown:

I learned that yeah, about eight years ago, when I was up in the

Unknown:

middle of the night at 2am sending emails with Luca, by my

Unknown:

side, my baby on the side. And my good friend Tina replied, You

Unknown:

know, like six the next morning and she's like, Do you not know

Unknown:

how to use delay delivery? And I was like, No, I felt really

Unknown:

dumb. And she's like, Okay, here's what you need to do. And

Unknown:

it changed my life, especially right then. So anyway, yes. And

Unknown:

I just want to say that too. Like, if you don't know, if

Unknown:

you're not doing these things, it's not about beating yourself

Unknown:

up like I've been guilty of every single one of these

Unknown:

things. And it's just about cleaning it up so that you can

Unknown:

have a great next year. So on that note, Alex, I know you have

Unknown:

a gift for our listeners and you have some information if

Unknown:

someone's like, oh my gosh, I love Alex I'm jiving with her.

Unknown:

I'd love to work with her next year. share your information

Unknown:

with us.

Unknown:

Yeah, so be organizing.com It's all one word. It's spelled out b

Unknown:

e organizing.com. And we have a freebie we have a Top my top

Unknown:

favorite apps, there's a webinar and a guide for it. So you can

Unknown:

download watch either one. So check those out, it's great

Unknown:

because it gives you a lot of it for your, you know, straight

Unknown:

from your phone, since it's apps. It does touch on photos a

Unknown:

little bit, which then segues into I do also have a digital

Unknown:

photo organizing course. And this is great right now for

Unknown:

holidays and for gift giving. Because a lot or even just to

Unknown:

start, in the beginning of the year, we had clients who were

Unknown:

like, alright, this is the year of photos, and I'm getting them

Unknown:

in order so that then you can do things with them, like create a

Unknown:

photo album, I just did that I actually just gifted our

Unknown:

parents, my husband and I's parents, all photo albums this

Unknown:

Christmas, because our photos are all organized. So it's great

Unknown:

to be able to easily do that in time, because we have that in

Unknown:

place. So in the photo organizing course, you really, I

Unknown:

really walk you through step by step exactly what you have to do

Unknown:

for your photos. So to get organized, and it's all about

Unknown:

your digital photos, since that's where we are in our day

Unknown:

and age. I touched a little bit on you know, your physical

Unknown:

photos, it's a lot hand in hand, but your digital wines and

Unknown:

getting those in a safe space and how to actually organize

Unknown:

them. And unfortunately, there's no shortcuts. A lot of people

Unknown:

look for shortcuts and gotta be leery of shortcuts. We're gonna

Unknown:

break it down for them, you should I'm breaking it down,

Unknown:

making it very simple, where it's like, this is the next

Unknown:

step. This is the next step. This is you know, like this is

Unknown:

what you do it now, go ahead,

Unknown:

use a shortcut and a hat because you're gonna show us Yes,

Unknown:

alright. And then finally, if someone's like, oh, my gosh, I'm

Unknown:

totally jiving with Alex's energy, if they want to hire you

Unknown:

to make 2022 Awesome and get systems and processes in place,

Unknown:

where do they find you?

Unknown:

So on our website, you can either call us at 858-480-1056

Unknown:

or be organizing.com forward slash assessment. And you can

Unknown:

schedule an assessment right then in there with our team to

Unknown:

work with us individually, one on one. So you get to meet our,

Unknown:

you know, our initial assessment team or business development,

Unknown:

and then also get assigned a lead organizer to work with you

Unknown:

specifically,

Unknown:

individually cost for the assessment? No,

Unknown:

it is complimentary. And it's about 30 minutes, it's via zoom,

Unknown:

and you can be anywhere in the world, we will help you so we

Unknown:

don't have this other than the time limits. We don't have

Unknown:

boundaries in that sense, because we do all everything

Unknown:

virtually.

Unknown:

Yeah, beautiful. Awesome. Well, thank you. I'm glad to ask about

Unknown:

that. Because I knew there was a way for them to take the next

Unknown:

step. And at least and of course, you have a system and

Unknown:

process in place. So you could you could for those who are

Unknown:

listening, if you want to do it the right way to see how Alex is

Unknown:

doing it as well and really connect with her and our team

Unknown:

and see if she can help you. Yeah, so that's we're gonna wrap

Unknown:

up. This is an amazing show perfect time of the year. So

Unknown:

Alex, thank you for all you're doing in the world. It was fun

Unknown:

to talk about. I want to make sure I get the title simplifying

Unknown:

systems and success for content revenue growth. You gave us some

Unknown:

excellent tips today. So thanks for being here. Yeah, thank

Unknown:

you again, so much. Thank you. Thank you.

Unknown:

Yeah, it's so much fun. And to our listeners all over the

Unknown:

world. We love you. We love hearing from you. If there's

Unknown:

anything we can do for you. Go ahead and email us at contact at

Unknown:

Ursula inc.co. We'll have all the details of what Alex talked

Unknown:

about in the show notes. And of course we have a free course for

Unknown:

you as well. Quantum road expansion we'd love to have you

Unknown:

join us for that as well. Alright everybody that's it for

Unknown:

now. Make this your most rockin year yet. Bye guys.

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