How do you optimize your workspace so that you can maximize your productivity and reduce your overwhelm? Join us as Business Strategist and Productivity Coach Brittany Dixon outlines the four-step Road to Scalability Method to help you get to the root of any problems with your processes. It’ll help you create a freelance digital workspace without all the digital clutter!
Podcast Outline:
[0:45] Introduction to Brittany Dixon - Brittany shares her background in organization/wedding planning and how it led to her freelance business offerings.
[3:46] Creating a digital workspace without the digital clutter - Brittany discusses the trends taking shape now that the world understands how to work in a digital remote space.
[7:11] How to define a digital workspace - what it is and a number of issues that can cause wasted time and lack of productivity
[9:48] How to overcome the challenges of Shiny Object Syndrome - how it’s not the tool...it’s the system within the tool. Brittany gives advice for selecting tools in a way that prevents lost productivity.
How to Create a Workspace without the Clutter: The Road to Scalability Method (Recognize, Optimize, Automate, Document and Delegate)
[13:43] #1 Recognize - auditing which tools you’re using and whether you need them, figuring out what’s working and not working before optimizing the systems in the tools.
[15:39] #2 Optimize - the biggest step, making sure your system, checklists, and use of tools is streamlined.
[18:34] #3 Automate - how it’s important not to automate broken processes and systems and how you must implement the big-picture strategy.
[20:30] #4 Document and Delegate - the Standard Operating Procedures (SOPs), making checklists and training videos so you can pass them off to a VA.
[22:15] Recap of the Road to Scalability Method - how you can put anything into this system and get to the root of the problem with your calendar and other processes.
[22:56] How you can deepen your relationships with clients by pitching this system to them and building a package to serve your clients well
[23:24] A few technology tools that can help you thrive in the digital workspace as a freelancer - Brittany lists some recommendations and highlights her favorites.
[25:19] How to learn more about Brittany
[26:37] How to learn more about Freelance University
Resources and tools discussed in this episode:
Learn more about Brittany Dixon:
The Process for Profit Show https://processforprofit.co/podcast/
The Productivity Pod Community hustletoflow.co/community (redirects to https://hustletoflow.mn.co/)
Zoom https://zoom.us/
Note-taking Tools
GoodNotes https://www.goodnotes.com/
reMarkable https://remarkable.com/
Google Chrome Workspace
Google Drive https://www.google.com/intl/en_ca/drive/
Google Calendar https://www.google.com/calendar
Gmail https://www.google.com/gmail/
Automation Tool
Zapier https://zapier.com/
YouTube https://www.youtube.com/
Facebook Live https://www.facebook.com/formedia/solutions/facebook-live
Appointment Scheduling
Acuity https://acuityscheduling.com/
Password Management Tools
LastPass https://www.lastpass.com/
DashLane https://www.dashlane.com/
Work Management Tools
Trello https://trello.com/en
Asana https://asana.com/
ClickUp https://clickup.com/
Monday.com https://monday.com/
Course Creation Tools
Thinkific https://www.thinkific.com/
Kajabi https://kajabi.com/
Customer Relationship Management (CRM) Tools
Streak https://www.streak.com/
Client Onboarding Tools
PandaDoc https://www.pandadoc.com/
Dubsado https://www.dubsado.com/
HoneyBook https://www.honeybook.com/
Online Marketing Tools
Kartra https://home.kartra.com/
ConvertKit https://convertkit.com/
MailerLite https://www.mailerlite.com/
Ontraport https://ontraport.com/