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:
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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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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
Unknown: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
Unknown: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
Unknown:are what you need from that program instead of the other way
Unknown:around what the program, like then you go out and do the
Unknown: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.