Avsnitt
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Today, we're diving into part two of our discussion with the brilliant Alane Boyd. In this episode, we're breaking down the nuts and bolts of building efficient customer onboarding and service processes. We'll explore a variety of successful approaches to process documentation and improvement, discuss the balance between standardization and customization, and share actionable insights on communicating effectively with clients. Plus, we'll touch on some handy tools and resources that can kickstart your process optimization journey. Whether you're just getting started or looking to refine your existing systems, this episode is packed with practical tips to help you streamline your operations and enhance client satisfaction. Tune in, take notes, and get ready to transform your business processes!
Alane Boyd, Co-Founder of Workday Ninja, is an operations and growth strategy expert specializing in AI and automation to enhance client efficiency. Her entrepreneurial success includes scaling her first business, a hybrid agency and software company, to 8 figures and successfully selling it in 2018. She has been featured in Entrepreneur, HuffPost, and SXSW and is a three-time published author.
KWYE Listeners - here are two free tools to use:
Project Manager Tool Selector Tool: https://bit.ly/wmspicker
Automation Idea Generator: https://form.typeform.com/to/IiX7bCVX
LinkedIn: https://www.linkedin.com/in/alaneboyd/
Website: https://www.youtube.com/@WorkdayNinjaWhat you'll hear in this episode:
04:14 Summarize the text using 7 words: Document actions to streamline tasks and share.
09:01 Team creates solutions by understanding client needs.
11:02 Efficient handling of tax-related inquiries through training.
16:39 Hiring based on fit, not just process.
18:02 Implementing client communication escalation process for non-responsiveness.
20:58 Process should adapt to recipient preferences and needs.
26:28 Avoid cost leakage with all-in-one solution.
If you like this episode, check out:
My Biggest Takeaway from "10x is Easier Than 2x"
The Little Things That Unlocked Growth in My Business and Life
Creating an Outstanding Customer Service Experience
Want to learn more so you can earn more?
Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's episode, hosts Shannon Weinstein and Alane Boyd dive deep into the importance of driving value for your business through process improvement and automation. Alane, a co-founder of Workday Ninja and expert in AI and operations strategy, shares her journey from scaling her social media agency to an eight-figure exit and now helping other entrepreneurs streamline their businesses. They discuss the vital first steps in documenting processes, overcoming hero syndrome, and using technology like AI and project management systems to build a more efficient, sellable, and enjoyable business. If you've ever felt overwhelmed by the idea of process documentation or questioned the value it could bring, this episode is a must-listen.
Alane Boyd, Co-Founder of Workday Ninja, is an operations and growth strategy expert specializing in AI and automation to enhance client efficiency. Her entrepreneurial success includes scaling her first business, a hybrid agency and software company, to 8 figures and successfully selling it in 2018. She has been featured in Entrepreneur, HuffPost, and SXSW and is a three-time published author.
KWYE Listeners - here are two free tools to use:
Project Manager Tool Selector Tool: https://bit.ly/wmspicker
Automation Idea Generator: https://form.typeform.com/to/IiX7bCVX
LinkedIn: https://www.linkedin.com/in/alaneboyd/
Website: https://www.youtube.com/@WorkdayNinjaWhat you'll hear in this episode:
04:57 Documenting processes helps visualize and streamline operations.
08:52 Prepare business like selling a house.
11:49 Guidance, empowerment, and ownership improved team processes.
16:18 Key to company success: project management system.
18:15 Use a knowledge base to save time.
20:11 Long-term involvement may indicate over-attachment.
23:18 Initial resistance to change ultimately led to success.
If you like this episode, check out:
My Biggest Takeaway from "10x is Easier Than 2x"
The Little Things That Unlocked Growth in My Business and Life
Creating an Outstanding Customer Service Experience
Want to learn more so you can earn more?
Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Saknas det avsnitt?
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In today's episode, we're diving into the ever-popular topic of scaling. But here's the twist—I'll be discussing why you shouldn't try to scale everything in your business. From understanding the difference between scaling and operational efficiency to knowing when to focus on building genuine relationships over automation, this episode is packed with practical advice that will challenge your perspective on growth. So, get ready to reevaluate your strategies and embrace the power of unscalable moments in driving magical growth for your business.
What you'll hear in this episode:
03:41 Building relationships through personal, unscalable actions is key.
08:28 Choose quality over quantity in reaching clients.
10:34 Simplify to focus on personalized, unscalable interactions.
If you like this episode, check out:
How Do You Build a Business with an Exit Strategy in Mind?
Not Having This Can Ruin the Sale of Your Business
Breaking Down CFO On Demand
Want to learn more so you can earn more?
5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's episode, we'll dive deep into the three critical internal voices that could be sabotaging your entrepreneurial journey: comparison, overwhelm, and the fear of making others feel bad. I'll share personal anecdotes and strategies that have helped me—and can help you—keep these voices at bay, enabling you to focus on what's truly important for your success. Whether you're just starting out or looking to refine your approach, this episode is packed with actionable insights to help you stay on course and thrive.
What you'll hear in this episode:
05:26 Busy job felt like an addictive chase.
08:32 Slow down, focus, and find balance.
11:03 Prioritize your well-being over others' feelings.
14:23 Setting clear boundaries is important in relationships.
18:49 Prioritize relationships and opportunities in life.
If you like this episode, check out:
My 3 Most Expensive Mistakes
How Can You Shake Off Business Boredom and Thrive?
Never Let Your Scarcity Show
Want to learn more so you can earn more?
Get Jasmine Jonte's FREE guide here: https://www.cre8tion.co/shannon
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today's episode is all about navigating the complex landscape of tax rules for digital sales. As more and more businesses shift towards offering digital products, understanding the intricacies of sales tax becomes crucial. From the outdated NAICS codes to the pivotal Wayfair decision, we'll delve into how different states treat digital products for tax purposes and what you need to know to stay compliant. Whether you're new to selling online or looking to refine your tax strategy, this episode is packed with essential information and practical tips. So, let's dive in and make sure you're informed and prepared when it comes to managing sales tax for your digital offerings.
What you'll hear in this episode:
05:09 Different tax rules for physical versus digital products.
07:00 Consider sales tax implications for digital sales.11:39 Selling digital products across state lines: tax considerations.
If you like this episode, check out:
Why Should You Separate Your Business Money from Personal Finances?
What a Balance Sheet Actually Tells You
What to Track in Your Books
Want to learn more so you can earn more?
Download the Money Pro Matchmaker tool here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, Shannon and Nikki Rausch are diving deep into the art of upselling, a critical skill for entrepreneurs striving to elevate their businesses. In this episode, Nikki shares her expertise on how to effectively use price anchoring and top-down selling to make your offers irresistible to clients. From creating curiosity to transitioning existing clients into higher-tier services, Nikki offers actionable strategies and real-world examples to help you master the upsell. Whether you're struggling to convey your value or looking for ways to increase your lifetime customer value, this episode is packed with practical advice to ensure your business thrives.
CEO of Sales Maven, Nikki Rausch has the unique ability to transform the misunderstood
process of “selling”.
With 25+ years of selling experience, entrepreneurs and small business owners now hire Nikki
to show them how to sell successfully and authentically. Nikki has written 3 books, all available on Amazon. And she has a podcast called Sales Maven, which you can find on your favorite podcast platform.
Facebook - https://www.facebook.com/yoursalesmaven/
Instagram - https://www.instagram.com/your_sales_maven/
Linkedin - https://www.linkedin.com/in/nicolerausch
Free E-book - https://yoursalesmaven.com/keep
What you'll hear in this episode:
04:01 Selling approach: start low or go high.
07:47 Buyers often choose the first convenient option.
10:12 Increase client lifetime value by creating curiosity.
14:45 Strategically revealing value to attract clients effectively.
18:52 Bundle of resources to start and clean up.
If you like this episode, check out:
How to Integrate Business Development Into Habits
Investing in Businesses - What You Need to Know
Blue Oceans are All Around Us
Want to learn more so you can earn more?
Transform your small business journey – download the Small Business $tarter Kit here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, Shannon and Nikki Rausch dive deep into the art of sales conversations that convert. In today's episode, Shannon and Nikki explore insightful strategies to make your sales process more efficient and client-friendly, emphasize the importance of not making assumptions about your customer's willingness to invest, and discuss the true value of authentic, genuine interactions in sales.
CEO of Sales Maven, Nikki Rausch has the unique ability to transform the misunderstood
process of “selling”.
With 25+ years of selling experience, entrepreneurs and small business owners now hire Nikki
to show them how to sell successfully and authentically. Nikki has written 3 books, all available on Amazon. And she has a podcast called Sales Maven, which you can find on your favorite podcast platform.
Facebook - https://www.facebook.com/yoursalesmaven/
Instagram - https://www.instagram.com/your_sales_maven/
Linkedin - https://www.linkedin.com/in/nicolerausch
Free E-book - https://yoursalesmaven.com/keep
What you'll hear in this episode:
09:54 Social proof reduces risk and builds trust.
14:02 Maintain rapport by making constant positive deposits.
18:00 Establish powerful first impression and create curiosity.
20:16 Using cat calling energy to engage others.
24:14 Ask smart questions, then propose a solution.
27:14 Embrace taking money on sales calls confidently.
28:56 Politely suggesting commitment before asking for money.
32:04 Perception of price varies based on values.
If you like this episode, check out:
How to Integrate Business Development Into Habits
Investing in Businesses - What You Need to Know
Blue Oceans are All Around Us
Want to learn more so you can earn more?
CFO On Demand click here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today's conversation delves into a pivotal topic that many entrepreneurs face—misalignment between their sales offers and their target audience. I'll explore why your sales pipeline might be drying up, the consequences of offering high-ticket items to a mismatched audience, and the importance of ongoing market research. Plus, I'll share insights on how to align your products or services with your customers' needs, whether that means expanding your reach or adjusting your offerings. Tune in to discover how to bridge these gaps and enhance your sales strategy.
What you'll hear in this episode:
03:25 Align your offerings with your audience's desires.
If you like this episode, check out:
How to Integrate Business Development Into Habits
Investing in Businesses - What You Need to Know
Blue Oceans are All Around Us
Want to learn more so you can earn more?
CFO Power Session: https://www.keepwhatyouearn.com/power-sessions
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's episode, we'll dive into a topic that often complicates business finances—business travel deductions. Whether you're a solo entrepreneur or managing a team of traveling employees, keeping track of travel expenses can be daunting. But don't worry, I've got you covered. I'll be sharing a smart strategy using GSA per diem rates to simplify this process, ensuring you stay organized and compliant. Plus, I'll sprinkle in some practical tips to make your travel expense tracking hassle-free. Stay tuned for valuable insights that will make your next business trip smoother and more efficient.
What you'll hear in this episode:
03:23 Employees choose necessary incidentals, not transportation costs.
07:11 Control spending on company credit card effectively.
If you like this episode, check out:
What They Never Tell You About Depreciation
How to Deduct Self-Employed Health Insurance Premiums
Should I Hire a Tax Strategist?
Want to learn more so you can earn more?
Transform your small business journey – download the Small Business $tarter Kit here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's episode, we’re diving into a crucial topic that often puzzles many business owners—tax estimates. Shannon tackles a common query from a member of CFO on Demand, addressing the challenges of paying estimated taxes throughout the year. She breaks down how to handle fluctuating income and expenses, the nuances of quarterly tax payments, and the importance of tracking your actual business profit. Learn practical strategies to set aside funds, avoid penalties, and take control of your tax obligations without sacrificing cash flow. If you’ve ever felt overwhelmed by tax estimates, this episode is for you. Let's make the financial side of your business more manageable—grab your headphones, and let's get started!
What you'll hear in this episode:
06:39 Unpredictable income warrants caution in financial planning.
10:30 Plan ahead for tax bill, take control.
11:51 CPAs operate traditionally, but modern business owners differ.
If you like this episode, check out:
Not Having This Can Ruin the Sale of Your Business
Breaking Down CFO On Demand
Stop Trying to Scale Everything
Want to learn more so you can earn more?
CFO On Demand click here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In this episode, Shannon continues her conversation with real estate investor Laura Navaquin. Laura shares creative and approachable financing strategies for real estate investing, emphasizing the importance of utilizing other people's money, building a community for support, and taking consistent action to overcome hesitations and grow in the real estate market. Tune in to discover practical tips, valuable insights, and inspiring advice to help you navigate the world of real estate investing with confidence.
Laura Navaquin transitioned from corporate America to focus on personal business endeavors in 2023 notably expanding the Inspire Her foundation and mentoring aspiring real estate investors. Through speaking engagements, Laura inspires others to pursue their dreams, emphasizing the importance of mindset in achieving success.
Website: www.lauranavaquin.com
LinkedIn: https://www.linkedin.com/in/lauranavaquin/
Instagram: https://www.instagram.com/lauranavaquinWhat you'll hear in this episode:
04:13 Leverage property, private and hard money lenders.
07:42 Leveraging partnerships for growing real estate portfolio.
12:38 Busy with children, get back to you.
15:11 Encourage building a real estate portfolio sooner.
If you like this episode, check out:
Takeaways from Steps for Success with Junior Achievement
What's the Best Way to Pour Money Into Your Business?
Introducing Money to Kids: Where Do You Start?
Want to learn more so you can earn more?
Join Gusto today and get a $100 Visa Gift Card
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In this episode, Shannon is joined by Laura Navaquin to dive into the accessible world of real estate investing. Laura shares her journey from corporate America to successful real estate investor and mentor, emphasizing the importance of mindset and building relationships in the industry. Highlighting the strategy of wholesaling, Laura demonstrates how networking and leveraging connections can be key to success in real estate investing. Join us as we unravel the myths around real estate investing and learn how to get started on your own path to financial growth.
Laura Navaquin transitioned from corporate America to focus on personal business endeavors in 2023 notably expanding the Inspire Her foundation and mentoring aspiring real estate investors. Through speaking engagements, Laura inspires others to pursue their dreams, emphasizing the importance of mindset in achieving success.
Website: www.lauranavaquin.com
LinkedIn: https://www.linkedin.com/in/lauranavaquin/
Instagram: https://www.instagram.com/lauranavaquinWhat you'll hear in this episode:
04:18 Reevaluated priorities, transitioned to new opportunities in 2023.
08:39 Hesitant about investment, but ultimately convinced.
12:17 Started with personal funds, expanded real estate portfolio.
15:55 Teaching methods for finding off-market properties.
19:28 Sell home contract, leverage relationships, assign contract.
21:55 Networking key in real estate investment strategy.
If you like this episode, check out:
Takeaways from Steps for Success with Junior Achievement
What's the Best Way to Pour Money Into Your Business?
Introducing Money to Kids: Where Do You Start?
Want to learn more so you can earn more?
Join Gusto today and get a $100 Visa Gift Card
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, Shannon breaks down the importance of identifying and clearing constraints in different areas of your business, such as acquisition, fulfillment, and operations. She shares practical tips on how to pinpoint constraints, address them effectively, and involve your team in the process. Listeners are encouraged to take action by identifying constraints in their own businesses and following along Shannon's journey on Instagram. Stay tuned for valuable insights on streamlining your business operations and maximizing efficiency.
What you'll hear in this episode:
04:46 Efficiency, vision, guidance, KPIs: keys to success.
08:32 Focus on identifying and clearing business constraints.
If you like this episode, check out:
Exploring Alternatives to Capital Fundraising for Your Business
Why Is It Hard to Find a Good Tax Pro?
Asset vs. Expense: What's The Difference?
Want to learn more so you can earn more?
Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, Shannon breaks down the key differences between C Corporations and S Corporations, highlighting the advantages and disadvantages of each. She explains how a C Corporation can be beneficial for certain businesses, especially when considering investors and tax strategies. Listeners are encouraged to explore C Corporations as a potential option within their business structure. Join Shannon as she simplifies complex tax concepts and empowers entrepreneurs to make informed financial decisions.
What you'll hear in this episode:
06:32 Optimize entity, design ecosystem, C corp benefits.
07:24 C corporation offers tax advantages over S corporation.
If you like this episode, check out:
Why You May Not Want to Start a New Business
CFO Q&A - Naming Your Business
What Actually Happens If I Commingle Business and Personal Finances?
Want to learn more so you can earn more?
Download the Money Pro Matchmaker tool here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, we’re diving into a crucial yet often overlooked aspect of running a successful business: your bookkeeping. As many of you are catching up on your books from last year or transitioning to new relationships with bookkeepers and accountants, it’s vital to understand what you should be tracking and how to customize your financial records to suit your business needs. In this episode, we’ll explore how to effectively use your chart of accounts in QuickBooks, differentiate between income and cost centers, and tailor your financial tracking to better inform your business decisions. Plus, I'll share some specific tips to make your tax accountant happy and help you avoid those dreaded CPA questions. So, get ready to turn your books into a powerful tool for growth and join me as we unlock the hidden potentials of your financial statements.
What you'll hear in this episode:
05:10 Hair salon can offer various services, increase revenue.
07:20 Simplify content tracking for better bookkeeping.
11:22 Understand the significance of net operating income.
If you like this episode, check out:
Why Should You Separate Your Business Money from Personal Finances?
What a Balance Sheet Actually Tells You
What is CFO On Demand?
Want to learn more so you can earn more?
Get $50 off your HR audit with People Principles by using code SHANNON50 here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, we're diving into a critical topic for entrepreneurs—creating a business partnership. While partnerships can be incredibly rewarding, they come with their own unique set of challenges and responsibilities that can make or break your business.
In this episode, we'll explore what a partnership truly entails, from the tax implications to the importance of aligning ownership with effort. I'll share insights on guaranteed payments, equitable profit distribution, and the potential pitfalls that can turn a promising partnership into a financial and emotional strain.
What you'll hear in this episode:
03:16 Challenges in determining fair and equitable payments.
08:01 Consider contracting service providers to manage operations.
12:11 Managing finances and responsibilities requires clear boundaries.
14:05 Roommates living separately, business entities, joint ventures.
17:47 Roommates trade chores and form magical partnerships.
If you like this episode, check out:
Why You May Not Want to Start a New Business
CFO Q&A - Naming Your Business
What Actually Happens If I Commingle Business and Personal Finances?
Want to learn more so you can earn more?
CFO Power Session: https://www.keepwhatyouearn.com/power-sessions
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today’s episode dives deep into a topic that’s crucial for anyone looking to improve their customer relationships and ultimately their bottom line. I'll be sharing three major pitfalls that can severely hinder your customer experience—pitfalls you might not even realize you're falling into. From ensuring a clear and timely sales process to creating user-friendly websites and effectively utilizing customer information, we’ll cover actionable steps to elevate your business. This episode is packed with insights drawn from my extensive experience in customer service across various industries. So, whether you're a seasoned entrepreneur or just starting out, this episode has something for you.
What you'll hear in this episode:
04:44 Respond promptly to customer interest or risk loss.
09:28 Businesses not reading collected customer information, causing frustration.
10:29 Frustration with repeating personal information at appointments.
If you like this episode, check out:
How to Integrate Business Development Into Habits
Investing in Businesses - What You Need to Know
Pricing Blunders That Could Cost You Thousands
Want to learn more so you can earn more?
Transform your small business journey – download the Small Business $tarter Kit here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's episode, we dive deep into various cash management strategies to help your business grow its wealth. Whether you're curious about different types of bank accounts or wondering how to make your money work harder for you, this episode will offer insights into leveraging your cash, from checking and savings accounts to high-yield savings and brokerage accounts. Stick around for actionable advice on keeping your finances in top shape and optimizing your business's cash flow.
What you'll hear in this episode:
04:22 Understanding liquidity: how fast assets can convert.
08:10 Business owners can choose where to invest.
If you like this episode, check out:
What Makes Finding a Reliable Tax Professional So Challenging?
CFO Q&A: Should You Pay Off Loans with Extra Cash?
Best Practices to Collect Cash from Customers Faster
Want to learn more so you can earn more?
CFO Power Session: https://www.keepwhatyouearn.com/power-sessions
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's episode, we're diving deep into the world of franchising. Whether you're looking to franchise your own business or thinking about purchasing one, there's a lot to unpack. I’ve had numerous chats with franchise business owners and even the founder of Squeeze, Brittany Driscoll, to shed light on both sides of franchising. From the hefty upfront investments and cash flow management challenges to understanding royalty structures and benchmarking against other franchisees, this episode is packed with actionable insights to help you keep those profit margins high.
What you'll hear in this episode:
05:41 Understanding and managing franchise royalties and margins.
07:38 Franchising offers control, playbook, and quick growth.
If you like this episode, check out:
How to Integrate Business Development Into Habits
Investing in Businesses - What You Need to Know
Blue Oceans are All Around Us
Want to learn more so you can earn more?
Get $50 off your HR audit with People Principles by using code SHANNON50 here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, we're diving into a transformative topic: Building a Business with an Exit Strategy in Mind. Even if selling your business seems like a distant thought, planning for its eventual sale can shape a more robust and self-sustaining enterprise. Join me, Shannon Weinstein, as I discuss the importance of creating sellable processes, establishing recurring revenue streams, and streamlining roles to ensure your business thrives even without you. Whether you're planning your exit strategy or just curious about the future, this episode will provide actionable insights to secure your business's legacy.
What you'll hear in this episode:
05:30 Limiting clients to provide attentive first-class service.
07:55 Focusing on small actions for future success.
If you like this episode, check out:
Breaking Down CFO On Demand
Stop Trying to Scale Everything
The Steps to Selling a Business
Want to learn more so you can earn more?
CFO On Demand click here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
- Visa fler
