Hang out with entrepreneurs who are building their audience, growing their businesses, and scaling their income with Online Courses & Memberships! Grab a notebook and your favorite bevvy, and let's talk all things Website, Online Course, and Membership Design for Entrepreneurs!
As entrepreneurs, we're constantly evolving, and our businesses should evolve with us. But making a pivot can feel overwhelming, especially when you've invested so much time and energy into building what you already have. Pualena explores how to recognize when it's time for a change, why pivots are often signs of growth rather than failure, and how to move forward without losing sight of your bigger vision.
Throughout the episode, she shares practical ways to evaluate what's working, let go of what no longer serves your business, and make strategic decisions that create new opportunities. Rather than reacting from fear or burnout, you'll learn how to pivot from a place of clarity, confidence, and intention.
If you've been wondering whether it's time to refine your offers, reposition your brand, or take your business in a new direction, this episode is your reminder that growth often begins with the courage to embrace change. Every successful entrepreneur faces moments of reinvention, and your next pivot could be the one that opens the door to your biggest opportunities yet.
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Your brand should do more than look good. In this solo episode, Pualena shares a powerful five-point brand audit designed to help business owners evaluate whether their brand is truly working for them or whether they're constantly compensating for misalignment. She breaks down what branding really means beyond logos and colors, explaining why brand energy, consistency, and alignment are the true drivers of recognition and growth.
Throughout the episode, Pualena explores the five essential areas every entrepreneur should regularly assess: audience alignment, visual coherence, voice consistency, offer clarity, and marketing leverage. Each section includes a diagnostic question, common warning signs, practical exercises you can complete this week, and guidance on recognizing when it's time to seek outside support. Along the way, she shares personal stories from her own rebrand, lessons learned from years of running RBL Media, and actionable strategies that can immediately improve how your business is perceived.
Whether you're a new entrepreneur refining your message or an established business owner preparing for your next stage of growth, this episode will help you identify where your brand is building momentum and where it's quietly costing you opportunities. Grab a notebook, work through the exercises, and start building a brand that consistently works on your behalf.
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If you've ever found yourself saying yes to every client request, struggling with scope creep, or wondering how to package your services into something clients immediately understand, this episode is for you. Pualena breaks down the exact five-step framework she uses at RBL Media to create signature offers that protect your time while delivering exceptional client experiences.
You'll learn how to identify patterns in your previous client work, transform those patterns into a premium offer, create clear boundaries around scope, price based on outcomes instead of hours, and confidently sell a repeatable service that clients trust. Along the way, Pualena shares honest lessons from her own business, including where she got it wrong, how she corrected course, and why predictability is one of the most valuable things you can offer your clients.
Whether you're a designer, consultant, coach, marketer, or any service-based entrepreneur, this episode will help you package your expertise into an offer that's easier to market, easier to refer, and far more sustainable as your business grows.
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In this episode, Pualena explores why visibility is one of the most overlooked yet essential components of business growth. While many entrepreneurs focus on perfecting their products or services, she explains that even the best offer cannot succeed if nobody knows it exists. Using her signature framework, "Get Visible. Be Memorable. Stay Profitable," Pualena breaks down the three layers of visibility that help businesses build awareness, establish trust, and create long-term momentum.
She walks listeners through the first two layers: what you say and where you say it. The first layer centers on storytelling, including both your own origin story and the transformation stories of your clients. Pualena explains how authentic storytelling creates connection, attracts aligned clients, and helps potential customers see themselves in your journey. She also introduces a powerful placement strategy using the metaphor of a storefront on a busy street versus a hidden shop in an alleyway, illustrating how businesses can leverage both high-traffic platforms and niche communities to grow their audience.
Finally, Pualena explores the concept of being "Omni AF," a term coined by her mentor Pia Silva, which describes the experience of appearing consistently across multiple platforms and touchpoints. She discusses the importance of creating content regularly, overcoming the "cringe ceiling" that keeps many entrepreneurs from showing up, and building systems that support long-term consistency. Whether you're just beginning to market your business or looking to increase your visibility in a crowded marketplace, this episode offers practical strategies to help you stand out, attract the right audience, and create lasting brand recognition.
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In this episode, Pualena takes listeners behind the scenes of a complete business rebrand that happened in less than 48 hours. What began as a creative experiment quickly became a powerful reminder of the importance of alignment. After years of tweaking, redesigning, and chasing inspiration from other brands, she realized that her own brand had become disconnected from the bold, rebellious energy that originally inspired RBL Media. By revisiting her mission, values, ideal client, and positioning, she uncovered a visual identity that finally felt authentic.
Pualena shares how discovering the design style known as neo-brutalism unexpectedly validated everything she had been creating intuitively. Characterized by bold colors, thick outlines, hard shadows, expressive typography, and a rejection of polished corporate design trends, the aesthetic perfectly reflected the rebellious spirit at the heart of her brand. She explains why embracing this direction has made content creation easier, strengthened brand consistency, and reignited her excitement about sharing her business with the world.
This episode is also a powerful reminder that branding is far more than logos and color palettes. Pualena explores how a cohesive brand experience builds trust, creates predictability, improves user experience, and helps potential clients quickly determine whether they're the right fit. Through her own experience, she reflects on the transformation she sees clients experience when they finally feel proud of their website, brand, and online presence and why that confidence can have a profound impact on business growth.
Resources discussed in this episode:
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In this episode, Pua dives deep into the world of project management systems, client portals, and business organization tools. She shares the real behind-the-scenes evolution of RBL Media’s workflow, from platforms like Trello, Asana, ClickUp, and Kajabi to building a fully customized Notion workspace. Pualena explores the challenges of all-in-one platforms, sustainable systems, KPI tracking, tech stack management, and creating workflows that actually support long-term growth and team collaboration.
Pua breaks down why many project management systems fail—not because of the software itself, but because of inconsistent team buy-in and unsustainable processes. She discusses the importance of communication, transparency, and flexibility when building systems that serve both internal teams and clients. From client portals to SOP creation, KPI dashboards, automation, and AI-assisted workflows, this episode is packed with practical insights for entrepreneurs and agency owners looking to streamline operations without overcomplicating their business.
Pua also shares why she’s shifting away from relying entirely on all-in-one platforms and instead building a more diversified, adaptable tech stack. She opens up about the lessons learned from years of experimenting with tools, the hidden costs of subscriptions and integrations, and how platforms like Notion and Claude are helping RBL Media create more intentional, sustainable workflows. Whether you’re a solo entrepreneur, service provider, or growing agency owner, this episode offers a transparent and relatable look into building systems that evolve with your business.
Resources discussed in this episode:
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In this episode, Pua sits down with brand designer Rachel Lee to unpack the realities of hustle culture, the power of personal branding, and what it truly means to build a business that feels aligned. From navigating burnout to embracing authenticity, Rachel shares her journey of redefining success on her own terms.
Together, they dive into the evolution of branding and web design, discussing why long, drawn-out projects often fail both clients and designers, and how a more streamlined, strategy-first approach leads to better outcomes. They explore the role of AI in the creative process, the importance of trusting your instincts as a business owner, and why storytelling (especially on your “About” page) is one of the most powerful tools in building trust and connection.
Rachel opens up about her personal journey through burnout, debt, and identity shifts, revealing how embracing her true self transformed both her life and her business. This conversation is a raw and honest look at entrepreneurship, covering topics like hustle culture, self-care, authenticity in marketing, client relationships, and building a brand that actually reflects who you are, not who you think you need to be.
About Rachel Lee
Rachel Lee is a brand designer and creative entrepreneur known for her bold, immersive approach to personal branding and web design. Through her work, she helps business owners translate their ideas, values, and personality into visual identities that feel deeply aligned and authentic.
After navigating her own journey through burnout, financial stress, and identity misalignment, Rachel rebuilt her business around radical self-expression and intentional design. Today, she empowers entrepreneurs to embrace who they truly are, showing up online with confidence, clarity, and a brand that genuinely connects.
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In this episode, Pua sits down with Karen Jee, founder of Glow Within Wellness, to explore how traditional Chinese medicine and intentional nourishment can support women’s hormonal health. Karen shares her personal healing journey from severe eczema, PCOS, and painful periods to building a wellness practice that helps women address root causes through food, balance, and gentle daily habits. This conversation is a beautiful introduction to cyclical nourishment, warm foods, seasonal eating, and the power of using food as medicine.
Karen breaks down some of the foundational principles behind her work, including the importance of balance, yin and yang, the energetic qualities of food, and how women can better support their bodies throughout different phases of their cycle. She and Pua discuss why period pain may be common but not necessarily normal, how cold foods can affect digestion, the role of warm cooked meals in supporting the body, and why cravings may offer valuable insight into what the body needs.
The conversation also dives into practical ways to make this work feel approachable in everyday life. Karen shares her philosophy around simple kitchen systems, quick broths and stocks, the five flavors in traditional Chinese medicine, and why restrictive meal plans often miss the mark. They also talk about Karen’s 90-day healing program for women, her in-person workshops on Oahu, and her postpartum meal support for new moms. This episode is a nourishing, empowering listen for any woman ready to feel more connected to her body and better supported through food.
About Karen Jee
Karen Jee is the founder of Glow Within Wellness and a trained traditional Chinese medicine dietary therapist. She helps women support their hormonal health through intentional, nourishing food rooted in traditional Chinese medicine and Ayurvedic principles.
After navigating her own healing journey with severe eczema, PCOS, and painful periods, Karen turned to food as medicine and built a practice centered on helping women address root causes with gentle, sustainable support. Through her programs, workshops, and postpartum services, she teaches women how to restore balance, feel deeply nourished, and work with their bodies instead of against them.
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Contact Karen Jee | Glow Within Wellness
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Resistance in the design process isn’t always a red flag; it’s often a signal. In this episode, Pua breaks down what client pushback really means and how agency owners can reframe it as an opportunity to build trust, uncover deeper fears, and create better brand outcomes. If you’ve ever struggled with “difficult” clients, this episode will shift your perspective.
Resistance shows up in many forms, from clients questioning every decision to changing direction mid-project, or going silent when it’s time to take action. While many agency owners are taught to avoid or filter out these “red flag” clients, Pua offers a different perspective: the clients who push back the most are often the ones who need your expertise the most.
This episode explores how shifting your mindset from frustration to curiosity can transform not only your client relationships but also your results. At its core, brand work is identity work. Pua dives into the emotional side of branding and explains why resistance is often rooted in deeper fears: fear of being seen, fear of commitment, or fear of not being heard. For many entrepreneurs, building a brand requires stepping into visibility and making defining decisions, both of which can feel incredibly vulnerable. Understanding these underlying drivers allows designers and agency owners to better support their clients through the process.
Pua also shares practical strategies for navigating resistance, including active listening, reflecting back what you’re hearing, and asking better questions. She emphasizes the importance of creating a safe space for clients to work through their fears without delaying progress. While not all clients are the right fit (and some simply aren’t ready), approaching resistance with empathy rather than defensiveness can lead to powerful breakthroughs, stronger trust, and ultimately, better brand outcomes.
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If your marketing feels off, inconsistent, or just isn’t working, the problem likely isn’t your marketing, but your brand strategy. In this episode, Pua breaks down how clarity, consistency, and strong positioning are the real drivers behind effective marketing, and why skipping this foundational work leads to confusion, burnout, and missed opportunities.
Pua dives into the difference between brand identity (what people see) and brand strategy (the thinking behind it), and why both are essential for building trust. She shares real-world examples of how inconsistent visuals, unclear messaging, and constant pivots can erode credibility, while a strong, well-defined brand creates predictability, which is one of the most important factors in converting clients.
You’ll also learn a practical framework to build brand clarity, including understanding who you are, who you serve, what you stand for, and how you show up. Plus, Pua highlights common signs your brand needs attention, like attracting the wrong clients, struggling to explain what you do, or relying too heavily on AI-generated content that lacks personality. This episode is a must-listen if you’re ready to simplify your marketing and build a brand that actually works.
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Storytelling is one of the most powerful ways entrepreneurs can build trust, connection, and alignment with their audience. In this episode, Pua explores why many business owners feel pressure to craft a dramatic “origin story,” and why that pressure can actually hold people back from sharing the stories that truly matter. Instead of focusing on one defining moment, she encourages entrepreneurs to recognize that they have a collection of meaningful stories that can create connection and deepen relationships with their audience.
Pua explains how storytelling supports personal branding, authentic marketing, and small business marketing by helping people understand who you are, what you value, and why someone might choose to work with you over another business offering a similar service. She shares practical ways to begin building a personal “story library” through journaling, blogging, or other content marketing strategies.
You’ll come away from this episode with a list of prompts to spark ideas, from lessons learned the hard way to moments of imposter syndrome, small wins, and mindset shifts. Pua also discusses the importance of authenticity in a world filled with overly polished AI-generated content, reminding listeners that imperfect, honest storytelling often creates the strongest trust, engagement, and long-term connections with an audience.
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In this episode of the RBL Media Podcast, Pua dives into a powerful mindset shift that’s transforming both her life and her business: moving from generalization to specialization. If you’ve been wearing all the hats in your business, this conversation is your invitation to rethink what’s possible. Pua unpacks the difference between outsourcing to “buy back your time” and intentionally building a collaborative ecosystem where every specialist thrives in their zone of genius.
Drawing inspiration from Native Hawaiian culture and the concept of communal specialization, Pua shares how ancient ecosystems thrived when each person focused on their unique role. She explores how this philosophy applies to modern entrepreneurship, especially for agency owners ready to evolve beyond the “do-it-all” phase. From navigating the financial fears of bringing on contractors to understanding how project pricing really works, Pua breaks down the practical and mindset components of building a win-win team structure that benefits you, your collaborators, and your clients.
You’ll walk away with tangible action steps, including how to audit your time, identify what lights you up (and what drains you), refine your systems, and begin bringing in the right support, one role at a time. If you’re ready to stop operating as a jack-of-all-trades and start building a business rooted in clarity, collaboration, and sustainable growth, this episode is for you!
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Pua sits down with Pia Silva, founder of No BS Mastery, to break down the “cut the BS” agency model, which uses a paid lead product to build trust fast, shorten timelines, and deliver premium branding and websites in as little as two days.
In this conversation, Pia explains why most agencies get stuck in the “default model,” which is based on free proposals, drawn-out timelines, endless feedback loops, and energy-draining back-and-forth that kills profit and momentum. She shares how compressing the timeline doesn’t reduce value; it increases it by removing the noise and keeping clients from spiraling into design-by-committee.
You’ll also hear Pia’s Lead Product Method (her “Brand Shrink”), how it replaces uncomfortable selling with a clear next step, and why specificity builds more trust (not less!) They unpack practical pricing advice (incremental increases + real market proof), the role of authority content in premium positioning, and why efficiency matters more than ever in a world trained by one-click purchasing and AI-fueled instant gratification.
About Pia Silva
Pia Silva is the founder of No BS Mastery and the co-owner of the branding and website agency Worst of All Design, which she runs with her husband, Steve. She’s known for her no-fluff approach to building profitable, freedom-based service businesses, especially for small agencies that want to deliver better work in less time without sacrificing quality.
Through her training and frameworks, Pia teaches agency owners how to increase value, shorten delivery timelines, sell with clarity, and build authority that attracts premium clients. She’s also the author of the upcoming book Scale Solo, which dives deeper into the model and mindset behind scaling a small, expert-led business.
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Fresh off the UXHI conference, Pua shares her nuanced take on AI, breaking down why even many top leaders in tech and UX design believe AI won’t replace thoughtful design. She lays out the current issues with “AI slop,” the self-licking ice cream cone problem, and why critical thinking, user empathy, and real conversations still beat formulas. Because ultimately, the goal is to create content that builds trust, not volume.
In a world where AI is in all of our thoughts and starting to take root in many of our processes, Pua reminds us that while AI can accelerate workflows, it can’t replicate human creativity, intuition, or integrity. True impact still comes from the designer’s ability to connect emotionally, think critically, and craft real, human-centred experiences.
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This episode dives deep into the art of relationship-based business building. Brandon shares how his career evolved from data migration specialist to holistic nutrition coach to CRM consultant, allowing him to find a unique niche in bridging the gap between technology and humanity.
Pua and Brandon discuss how automation can enhance authenticity when used with intention, and how entrepreneurs can simplify their systems without losing their personal touch. From categorizing contacts and improving email deliverability to common CRM mistakes (like buying contact lists or over-automating), Brandon offers practical tips for building CRM systems that feel personal and purposeful.
This conversation shows how real ROI doesn’t just come from a tool; it comes from nurturing relationships that last. Whether you’re new to CRMs or looking to refine your setup, this conversation will inspire you to create systems that strengthen your business relationships.
About Brandon Drake
Brandon is a relationship-driven CRM consultant and the founder of Healthy Data Guy, where he helps entrepreneurs and business owners leverage customer relationship management systems to enhance genuine human connection. With a unique background in both IT and holistic nutrition, Brandon’s unique approach blends technical expertise with empathy and strategy. His motto: Use CRMs to strengthen human connection in the digital age.
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Pua sits down with Alexa Garza, Executive Director of the Texas Center for Higher Education in Prison (TEXCHEP) to talk about the inequities in access to higher education in prisons (and even after release). Alexa shares her own journey as an incarcerated scholar who earned her bachelor’s degree inside and later completed a master’s in business.
She explains the realities facing the 133,000 people incarcerated in Texas, with only 1,500 enrolled in college courses. We talk about gender disparities and why women have historically been a “correctional afterthought.” We also talk about what steps Alexa and TEXCHEP are taking to create better data, more practical campus supports, and second-chance hiring opportunities. Alexa’s overall goal is to help scale access to higher ed, leading people to dignified, goal-aligned careers.
About Alexa Garza
Alexa Garza is the Executive Director of the Texas Center for Higher Education in Prison (TEXCHEP). After earning her undergraduate degree while inside, Alexa was denied graduate school after release. It was this experience that ignited her advocacy for access and equity in correctional education.
Since then, Alexa has collaborated with stakeholders from colleges, corrections facilities, and policymakers to establish statewide guardrails for higher ed in prison and to expand student supports from custody to campus. Alexa later completed her master’s in business and now leads TEXCHEP, advocating for secondary school access and second-chance hiring.
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Contact Alexa Garza | Tex
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Coach Rebecca Misek of Arrow’s Edge Coaching shares how to reframe failure as fuel, process emotions with intention, and build an unshakable life and business. She explains why coaching as a modality creates lasting change, how identity congruence drives momentum, and why community matters. We also cover hiring outstanding talent, scaling with integrity, and cultivating resilience in the face of setbacks.
Rebecca breaks down the difference between mentoring and coaching, highlighting powerful questions and deep listening as engines for durable transformation. She invites leaders to become unshakable by upgrading beliefs, aligning actions with values, and clearing the muddy trails that stall progress across relationships, finances, and operations.
Through vivid client stories, Rebecca shows how removing shame accelerates change, how one belief shift can unlock career moves, and how setting bolder standards can multiply business results. She and host Pua explore the discipline of hiring outstanding contributors, creating containers for accountability, and cultivating a community that reinforces resilience and follow-through.
We close with practical next steps for founders and high achievers who want momentum without burnout: clarify who you are, choose the meaning you assign to challenges, lean on community, and invest in support that keeps you on the trail. Rebecca reminds us that pain is inevitable, but suffering is optional, and with the right guidance, leaders can turn pressure into progress.
About Rebecca Misek
Rebecca Misek is the founder of Arrow’s Edge Coaching and the visionary behind the Unshakable Life Community. A coach, leader, and entrepreneur at heart, she is known for her straight-talk approach, deep listening skills, and ability to help high achievers unlock long-term resilience. With over a decade of experience building organizations, including leading and growing a church from the ground up, Rebecca understands both the triumphs and pitfalls that leaders face when striving to bring their vision to life.
Her coaching journey began more than thirteen years ago, when she discovered that asking powerful questions and holding space for honest exploration produced lasting change in a way traditional mentoring could not. Today, she works with entrepreneurs, executives, and trailblazers to align values with actions, break through limiting beliefs, and build businesses and lives that are sustainable, authentic, and deeply fulfilling. Her core philosophy—that pain is inevitable but suffering is a choice—guides her mission to help others become unshakable, resilient, and fully equipped to thrive.
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Contact Rebecca Misek | Arrows Edge Coaching:
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In this episode of The Rebel Media Podcast, Pua breaks down why keeping your website updated matters more than ever for business success. Customers now expect fast, mobile-friendly, trustworthy sites that make decisions easy and reflect real, human brands. She explains how outdated websites lose sales even when the product is great, and why speed, credibility, and mobile-first design directly impact your bottom line.
Pua then explores actionable trends to guide your site revamp: bold and simple layouts that reduce overwhelm, prioritizing authenticity over perfection, bigger and cleaner typography, natural-feeling interactive elements, and consistent use of brand colors. She also touches on advanced trends like dark mode options, websites that “remember” user behavior, conversational chat features, personalized experiences, and the growing integration of social commerce.
Looking ahead to 2026, she highlights the importance of voice search, AI-powered customer service, visual search, and sustainability in digital spaces. Pua closes with a call to action for listeners to audit their sites, optimize for mobile speed, simplify content, and measure what matters, all while staying authentic and aligned with their values.
Resources discussed in this episode:
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In this episode, Pua sits down with Leslie Wingrowich, a former trauma and ICU nurse whose life was forever changed when she was diagnosed with multiple sclerosis. Told she would never walk again, Leslie rejected the prognosis and embarked on a relentless journey of self-healing, beginning with diet changes and later uncovering deeper connections between parasites, stress, trauma, and MS.
Leslie opens up about the resilience it took to raise two small children while navigating paralysis, how her medical background shaped her advocacy, and why she believes in the body’s innate ability to heal when given the right tools. She also shares the emotional and spiritual layers of recovery, including suppressed childhood trauma, faith, and the importance of fighting for one’s health.
This conversation highlights not just Leslie’s remarkable recovery, but also her mission to simplify the overwhelming amount of information into accessible resources for others living with MS. From her bestselling book Live Like You’re Not Scared to her step-by-step online course, Leslie is offering hope, practical guidance, and a roadmap for anyone facing what feels like an impossible diagnosis.
About Leslie Wingrowich
Leslie Wingrowich is a former ICU and trauma nurse, author, and health advocate who reversed her multiple sclerosis diagnosis through diet, lifestyle, and holistic healing practices. After being told she would never walk again, Leslie rebuilt her life and now helps others navigate MS and chronic illness by providing practical, step-by-step resources. Her work integrates medical knowledge, personal experience, faith, and an unshakable belief in the body’s ability to heal.
Today, Leslie is the author of Live Like You’re Not Scared, offers a comprehensive online course for those ready to take control of their health, and continues to inspire audiences with her story of courage, grit, and transformation.
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Resources discussed in this episode:
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Contact Leslie Wingrowich:
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When it comes to building a website that truly works for your business, design is only part of the equation. In this episode, Pua dives deep into the importance of brand clarity—knowing exactly who you help, what you offer, and how you want to be perceived—before creating any marketing assets. She shares insights from client conversations, why clarity saves time and money, and how it lays the groundwork for consistent, trust-building branding.
Pua also walks through her four-part framework for brand-aligned websites: clarity, messaging, positioning, and visual direction. From identifying your ideal client to refining your brand voice and creating a cohesive visual identity, these steps help ensure every touchpoint—from your website to social media—feels intentional and on-brand. If you’ve ever struggled to communicate your brand’s personality or felt your visuals didn’t quite “click,” this episode will show you how to front-load your process for better results.
Resources discussed in this episode:
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Pua dives into a topic many business owners dread: outreach. Whether it’s sending cold emails or reconnecting with old clients, outreach often feels awkward, pushy, or even sleazy. But Pua flips that narrative on its head and makes a compelling case for why outreach—done right—is one of the most powerful tools you can use to build a consistent, aligned client pipeline.
She shares the personal mindset shift that finally got her out of the feast-or-famine cycle, and what happened when she started reaching out from a place of service rather than scarcity. You’ll hear how she approaches warm outreach with former clients and professional contacts, how she sends cold emails that don’t feel awkward, and why relationship-building—not pitching—is the key to turning conversations into opportunities.
You’ll also learn how to track your outreach efforts, use social media engagement as a light-touch follow-up, and keep yourself grounded when imposter syndrome or introversion kicks in before a call. If you've been hiding behind content and hoping clients magically appear, this episode is your call to take action—and do it in a way that feels good.
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Transcript
Pualena 00:00
Entrepreneurs who master outreach are the ones who never have to worry about where their next client is coming from, and that kind of confidence changes everything.
Hello and welcome back to The Rebel Media podcast. I'm your host, Pua, and today we are talking about something that is going to make some of you uncomfortable, and that's exactly why we need to talk about it. We're talking about outreach, cold outreach, warm outreach. I kind of like to think about this as digital door knocking. If you think about going door knocking, I have friends who are financial planners, and one of the things that they had to do when they first joined the company is literally go in their neighborhood and go door to door, talking about what they do. If that is not my ultimate nightmare… so when I say digital door knocking, I come from that perspective of… please, anything but this. But listen, I know you're rolling your eyes. I know that you think, I'm not gonna do sleazy sales, so I'm just gonna stop listening to this podcast, but please, please, please, stay with me, because I'm about to share with you some strategies personal stories of recently doing this and really enjoying it and having really, really good business outcomes.
I have to say, I did this recently from a place of desperation, and I was like—listen, this feast or famine in business… we can't be doing this anymore. I cannot be living like this. It is way too stressful, way too much anxiety, it's just if you, you know, right? Like, oh, I'm 100% referral-based. That means everybody loves me, that works with me. No, that means that you don't do any marketing, and you don't do any outreach, and so you don't ever have a wait list or a pipeline to draw from, and if you do, it's an accident, and you have three people coming to you at once, and then you have nobody for six months, and then you're living off of those three projects. You know what I mean, right?
So this, to me, is like the forgotten hustle and the only hustle that I've done recently that actually made a difference, and I see the importance of it, and I see the benefit of it so much now. To be honest, I never, ever did this before because I was scared of it. I didn't want to do it. And when you come and show up on these calls from a place of building genuine relationships and allowing that to fill your pipeline with quality leads, you actually create a network of people who genuinely want to refer business to you. It's insane, I know. It sounds totally crazy, and I wouldn't have believed me, so if you're out there and you're like, I don't even want to listen to the rest of this, I know what you're going to say and I don't want to do it, please just hear me out, because I was you. And to be honest, sometimes I still am, and I know that you don't want to hear this, but sitting behind your computer hoping for clients to magically find you is not a strategy, and it's something that I did for years. So don't feel bad if that's what you're doing and you can't be passive. This is a very active experience, and an active activity, and it's, it's the only thing that really moved the needle for us when it came to filling our pipeline. Because for so long, I was like—Oh, if we post on social media regularly, people will come. If we start sending newsletters, we'll get referrals. We did all those things, and they're great. There is value to that. But those do not lead to leads. They just don't do it right away. And so we're going to talk about good outreach and ending the feast or famine cycles and the hoping and praying for referrals, and really talk about taking control of your lead generation, because this is what I've learned.
Pualena 04:48
Entrepreneurs who master outreach are the ones who never have to worry about where their next client is coming from, and that kind of confidence changes everything. Okay, so we're going to talk about what outreach actually is and what it isn't. Because I think the reason why most entrepreneurs avoid it is because they have this image of being a sleazy salesperson, or car sales, no offense, car sales people. You know that there's a stigma, so I'm just going to throw that out there as a relatable piece. You don't want to sell to your friends, so warm outreach feels like it's not on the table, but unless you're doing like, copy and paste, pitches like a mass BCC to your entire contact list in email. That's not outreach. That's spam.
Real outreach is about building relationships, and the sooner you understand that, the sooner you'll feel good about doing this activity. It's about offering value before you ask for anything. It's about asking questions and actively trying to listen to what they have to say, learn who they are as people, learn about their business. Just be a helpful human who happens to run a business, not be a walking sales pitch, and that is going to change everything for you. I promise.
My biggest fear for warm outreach, actually for cold outreach too, but especially to people that already knew me, is I was afraid that they would see me as only reaching out when I wanted them to buy something. And I think that awareness, in and of itself can kind of help you to not show up that way. If you have that awareness, you're not going to show up with—What can I get from this person energy. But what I think you don't always realize is, that's not the only option. You don't have to just jump on a call and sell. You can jump on a call and say, What can I give this person? How can I serve this person? How can I help this person? And on so many of my calls recently where I actually sold something, people would say, “Oh my gosh, business is going great. I'm struggling with a couple things. But, you know, it's overall, it's, it's pretty good right now.” And I'm, like, “That's awesome.” I'm curious, and I promise and I'll even say, because I'm overly conscious of this, and it might even not be a great idea to say it, but I'm just going to be honest. I'll say, “I promise you, I'm not trying to sell any services to or anything. I'm just genuinely curious what, those things are that you're struggling with, and if I can give you advice or guidance or a referral or help you in any way, if you're willing to share with me, I'm just curious, what are those challenges you're having?” And a lot of times, people will be like, “Well, actually, that's why I was really excited to talk to you, because I looked at your website before the call, and I actually don't like my website.” And I'm like, “I swear I did not ask you to jump on this call to sell you a website.” And I'll even try not to sell them anything. I'll be like, “Oh my god, yeah, let's take a look at it, and if I can give you any tips on things that you can adjust that are probably really quick and easy and might make a big difference, I'm happy to share those with you.” And I swear to you, they're like, “Oh my god, yeah, you know what, I kind of just want to hand it off, though. I don't really want to do this myself.”
Pualena 08:23
So think about what it is that you offer, and how you can show up on that call from a place of service and helpfulness and kindness and genuine curiosity, and I think you would be surprised how often those calls actually turn into people who are already interested in your business. So I want to talk to you about this approach before I talk to you about sourcing the people for these calls, because I think that mindset alone cannot just shift you out of fear of showing up like a salesperson or feeling scammy, but actually shift you into a place of—I'm actually super excited to do these calls, and I have to remind myself of that constantly, because I'll wake up, I do my calls on Tuesdays and Thursdays, and I'll see a, you know that happened this morning, I see a Tuesday full of calls, and I'm like—oh, I don't want to, but I have to remember and, like, remind myself of this, and then I get a little bit excited, but I will say before every single call, I'm anxious a little bit, and I'm a little bit nervous, and I'm a little bit praying that they don't show up. And I hate to admit that, because every person that shows up, with very few exceptions, I have a really fun and great conversation with, but there is just that, like, introverted part of me that's like, “Oh, I really don't want to talk to somebody today, you know.” So if you're feeling that, just know that you're normal.
Pualena 09:56
Okay, so we're going to talk a little bit about the types of outreach, how to do them, some strategies that you might follow, anything that you glean from this that you're excited about, that you feel inspired to try, go for it, take it or leave it. I'm just going to share with you some things that worked for me.
So we'll start with warm outreach, because this is really where you want to be spending most of your relationship building energy. There is already a relationship established, so it will be a little bit easier of an in these can come from past clients, colleagues at a job that you may still be at, or recently left if you know you left on good terms, people in your network, in your networking groups, your social media connections, even friends and family, but those I'm going to put in a different bucket for now, so we're just going to do warm professional contacts.
Here's what most people get wrong about the warm outreach sphere. It's very common for people to reach out only when you need something, and I get it because you're probably listening to this and you really need your next client to come in the door, and so you're like—well, I'm already in that place, and I absolutely get that. But what you're going to have to do is pull back from that a little bit and show up on these calls knowing that this is long game relationship building. So warm outreach may not lead to immediate leads, although it might, but you can't really expect that. So I just want to make that clarification. And when you do set up your process for this, you want to think about doing this regularly.
Pualena 11:47
So here's a strategic approach. You want to think about some kind of regular cadence to check in. So you could do it monthly, you could do it quarterly. And this is not your first touch point. And honestly, maybe none of your touch points should ever be to sell anything or to ask for referrals. This is about you, checking in to see how they're doing. Ask them about their business, their family, their travels, their latest projects, and celebrate their wins and offer support if they're going through challenges. Make it all about them on that first touch point. Trust me on this. If you want a template, here's an option. Feel free to jot this down.
Hey, [name of person] I was just thinking about you and wondering how… maybe you need to talk about their business or their services, how whatever is going, or I saw your post about (if they posted something on social media), or I saw you were in maybe you went to Japan. We went to Japan in January. We had such a good time. I'd love to hear how you… like something that shows that you're interested in something that they are up to, and personalize it. They might feel like this is a little bit random, but it can also feel really high touch. And if it helps, always put yourself in their shoes. And let's say, you bought a house, and you have a realtor, and you haven't been in touch for a little while, and then all of a sudden, they reach out, and they're like, “Hey, I hope you're doing well. How's little Jimmy doing? I saw your post. I can't believe he’s starting kindergarten. That's so crazy. It's been so long since I've seen you guys. I hope everything's well. I just wanted to check in and say—Hi, I'm here,” you know, something like that.
And even if they're like, “Oh, that's random, I bet they need clients.” It's still really nice to hear from them, honestly, and that first touch point, making it all about them is such an important first step, okay.
Pualena 14:06
The next touch point I call the value first follow up. When you follow up with past clients or connections, you have to lead with value. And this really only works for warm, but distant contacts if you've sent that first message first. Maybe there's like, an article that you saw that's related to their business or this group of people, right? Like, if I have my past clients, they all have websites that were built by us. So maybe it's something about AI in the website world, or a new way of doing email newsletters, or why email newsletter letters and blogs are so important to do regularly, or something. So find something of value and share it… “Hey, it's been a while since we worked together. I saw this article. I thought it might really be beneficial for you, or I thought it might be helpful. Feel free to check it out. I really geeked out on it. If you have any questions, feel free to shoot me back an email, or here's my calendar. We can even book a time to chat. That'd be cool.”
Next the strategic social engagement. Most people don't do this. I don't even do it regularly, even though I know it's important. But if you can keep a little like just, just a little social touch on people that you maybe follow on social media, give them a like, give them a comment, “Oh my gosh. I can't believe little Emma won first place in her Judo tournament. She's so big now,” you know these little things, congratulate people when they're sharing wins on social media. It's that, that little touch. It's not an important one and if you want to not do it, it's not going to break this process, but it can absolutely help. Okay, it's like a little sub. It's like we did one, two, and this is like 2.3 and now we're going to go number three.
Pualena 16:04
Okay, so when you get them on a call, what we want to do is come at this from a place of … you're not and you like, catch up, ask them all the questions, don't, don't make it all about you, but around the end of the call, if it does get to you, the “ask” should not be, “Let me know if you need anything.” The “ask” should be, “Here's what I'm here's what I'm up to now, we've kind of changed some services. We're really excited about it. If you ever hear of anybody that might need a new website, I'd love an introduction.” That's it. And you know what? If they want to hire you, they're going to ask you right then and there. You're like, “Actually, I was wondering, if you … I've been thinking about launching this new thing. I need a new page built. Like, what would it look like for you to help me with that?” So if they want something from you, they're going to find a way to ask for it. But they're curious, right? They're not if, if they feel like you're trying to sell them something right away, they might back off. But if you ask about them, you give them value, you offer to help, and then they ask, you never have to ask for the sale. If they don't ask, they might give you an introduction right away. “Hey, actually, I know this woman who just opened a food truck, and she was telling me that she needs a website, or she built it herself, and she hates it and she's having a lot of trouble. Do you mind if I group text you guys and introduce you?” And if not, again, this is a long game, “Hey, yeah, definitely. I'll let you know if I hear of anybody, but it was really great catching up.
Okay, three great outcomes. I'll let you know, not right now, but maybe later, an immediate introduction or an immediate sale, because they themselves need something.
Pualena 17:58
Okay, all right, let's go to cold outreach. I like to call this cold outreach that doesn't suck. Okay, reaching out to people you don't know. Honestly, this one is easier for me, and I do, like the first touch point is by email. I'm not calling them. I feel like I would not be able to do that. That's just a whole other level of scary… email is fine if they ignore me, I don't care, but you can still be strategic about it, and I've had quite a few responses from cold outreach emails, because when it's done right, it's one of the fastest ways to grow your business. It's one of the only ways that you can, for free, expand beyond your current network and leverage people's networks that you are not a part of yet. And the key is, even though it's called cold outreach, you can't make it feel cold. You have to warm it up right away. Okay? And one of the most important parts of this is research. Before you reach out to anybody, you must do your homework and like, five to ten minutes of research per person or per group, or, you know, however you're filtering through these people and however you're finding them. I found mine through a networking group that I'm a part of, which, thankfully, I'm able to kind of leverage that as a resource and reach out to people from an industry specific standpoint. So I'm reaching out to other designers because they're great referral partners or trades or specific industries I personally am able to help really well—coaches, life coaches, business coaches, fitness coaches, fitness facilities, martial arts, schools, trades, right? So some of these are some of the industries that I was personally doing some cold outreach to.
This isn't stalking, mind you. This is preparation, okay, very different. Please don't stalk your leads. So again for this, never, ever, ever, ever ever ever, ever lead with what you want, just like warm outreach, you are leading with what you can give. Okay, so when you send these emails, you'll want to include, maybe a compliment about their compliment about their recent work, a valuable resource related to something that they've shared, an introduction to someone who could help them. I don't know that one. It might be case by case, but I found that to actually be really helpful. Like, “Hey, you want to start a podcast? I actually have a really great podcast editor. You know, I saw that you shared a social media post saying that you are one of your goals for the year starting a podcast. I found you through this networking group, and I actually know of a really great podcast editor. Let me know if you want an introduction, and at the very least, I'd love to know when your show launches, because I'm really interested in what you do?” Like something you know, and I will say, okay, so people have mastered this to the point where, if it's not really genuine, it's very obvious. Think about the last time you logged into LinkedIn and you got this like, “Hey, I saw your profile. I think it's really great that you're helping three to four person businesses help build their websites,” or, you know, whatever that is.
So really take the time to make this feel genuine and authentic. And I will also say it won't always feel that way, and it's okay send the email. Don't try to make it perfect. You can ask your friends or your colleague or your assistant, like, “Does this feel warm and genuine?” And they might give you some feedback, but don't overthink it… like the point of this, and this is a numbers game. Hey, we reached out to over 100 contacts, and I got 23 calls, which they continue to roll in. So it's not like, it's, that's like the be all, end all metric, but it's, it's a numbers game. You're gonna get ignored. So do your best. Lead with value, but don't overthink it. Send the emails.
Pualena 22:32
Here's what’s really important? Do not pitch your services in this email. Do not ask for anything. Just be genuinely helpful and show that you did some research to learn who they are. You're not just copy and pasting the same template over and over and over again. Yes, you want to do some follow up. Okay? Follow up. Maybe a week later, maybe a month later, maybe maybe two months later, and then end it. Okay. If they have ignored you three times over two months they don't want to talk to you. Leave them alone. Do not keep hounding them. Okay. So that's email, and I like to get people on a call. I don't really like to keep it in email. I don't think that's the best way to build relationships or get to know someone, but that is totally up to you.
So one of the calls to action in my first email, and I know I said, don't ask for anything, but the one thing I will ask for is to just book a quick like, virtual coffee chat to get to know each other. And again, I come from a place of like, “I'd love to learn more about your business, to see how I might be able to refer business to you,” and just to see what other people are up to and again, most people who respond, actually, I think everybody that responded booked a call, and a lot of people didn't respond at all to the email, but they booked the call, so either way, I talked to them.
Okay, so here's something that I… you might be wondering about social media outreach, and somebody, actually, not somebody, many people have said, over the course of the last couple of years, “Oh my gosh, you really need to be on LinkedIn. That's a gold mine.” I'm going to be honest with you, I have yet to figure out LinkedIn. Kelly is helping me to… we'll post articles, and we'll engage with people, and I think my LinkedIn has been dead for so long that it might take some time for us to see any traction or engagement. But people swear by LinkedIn. I get a lot of spam, so anybody that sends me a message on LinkedIn, it's really hard for me to not want to ignore it, but I think maybe after a while of fixing our algorithm, maybe that'll change. Anyway, same rules apply if you're doing any kind of social media outreach. Lead with value.
I just think DMs in general can feel just a little spammy, but do you, and I would say, follow this framework, ask about them, give them something of value, don't pitch your services and try to build a genuine relationship. Okay?
Pualena 25:23
And there are some things that actually… like, if you ask someone a question that we want people… and this actually works for, like, if you're if you're crafting an email sequence, like a welcome sequence, if somebody opts into your email list, and you can ask a question that solicits a response, that is a great indication that it has gone from a cold to a warm relationship, because if somebody's taking the time to respond, they either appreciated your message and and value that you had to share and genuinely want to connect, and especially on LinkedIn or email, they are feeling compelled to reciprocate that relationship, and you don't want to let that go stale, because that does not last forever. It's like somebody reaching out and wanting to shake your hand, and you can reach out and shake it back, and then they're like, “Cool. They see me.” It's like at a concert, if, let's say you're I was just watching the Backstreet Boys in Vegas at the sphere. And, I mean, I wasn't, but I was watching videos of it, and, like, there's a video where they are close to the audience, and they're kind of like, making eye contact with people in the audience and sort of having that engaging moment. That's something that if you're sitting in the front row, and I don't go up to you and say “hi,” or put my hand out for you to shake it, or, like, make eye contact and say, “Hey, thanks for coming,” like, that's going to make your day. But if you don't capitalize on that engagement, it's not going to be back again, right? Like the Backstreet Boys can't go up to the edge of the stage two hours after the show's done and make that same connection with that person that's not even there anymore, right? So timing is everything,
Pualena 27:21
All right. I am looking at the messy notes that I jotted down. Okay, here's something about outreach that a lot of people don't think about until after the fact. And while that's not going to totally kill your business, it's a lot easier to set this up before you start doing this, and that is a CRM—a Customer Relationship Manager.
You want to track your outreach efforts, and it does not have to be fancy. There are actual CRM platforms. I recommend you get one eventually. But if you're just starting out, and if you're just starting your outreach, a spreadsheet works. Okay, here's what to track.
Who you reached out to, where you found them, when you reached out to them, obviously their contact information, what type of outreach, warm, cold, their response, if any, next follow up date and any notes about their business, their interests, anything that would be helpful for when you contact that person next, or when that that communication back and forth starts to happen, because if you start doing this a lot, unless you're like a superhuman, you're going to forget things. And it's really meaningful when you reach out to somebody again and you're like, “Hey, it's been a while since we last chatted, I was wondering how your puppy's doing? He must be getting so big now.” And they're like, ”Oh my god, you remembered that I had a puppy?” Those little things are so key to helping people to feel like you actually care. And the other thing is like you actually have to care. Okay? So you can write all these things down, and you can fake it all you want, but people feel whether you're genuine or not, so please actually care or don't do it.
Okay. So you have homework, and this is going to be the first step in your outreach. If you haven't done this before, please be open-minded. Please give it a try. I think you'll really love it. And, yeah, okay.
Pualena 29:30
Step one, make a list of 20 people in your network, 20 that is so small, like after doing this for so long, I would say start with 50. But I want it to be like super approachable. So start with 20. But if you're an overachiever, go to 50 of people in your network, whatever that means for you, who you haven't talked to in a while, past clients, former colleagues, people you met at events, social media connections, anybody who engages with your content, your email list subscribers. Just make a list of 20 people, choose five of them and send five personalized check in messages. Do not pitch, do not ask, just genuine interest in how they're doing. Okay, just do that.
Now, your next challenge, should you choose to accept it, is then identify 10 potential cold outreach prospects. These should be businesses or individuals who fit your ideal client profile. Okay? And a lot of times that's the difference between warm and cold. Cold—you want to be more targeted with your outreach because you have less, you have nothing to kind of ride on when you're sending that first message. Spend five to ten minutes researching each one. Look at their website, their social media posts your recent their recent achievements, challenges that they've posted about, their articles on LinkedIn, whatever. For each of those ten prospects, identify one specific way you could add value, articles, recommendations, potential referrals or connections, compliments about their work, whatever that is, okay and send your first five cold outreach messages. Don't forget, lead with value, reference your research and keep it conversational. You can use AI, but to be quite honest, people recognize that really quickly. So have ChatGPT draft your outreach, but you need to go in and heavily edit it to make it sound like you. Okay.
Pualena 31:41
Now when you're doing your bathroom activities or when you're scrolling on social media, start to get in a habit of engaging with accounts that match your target audience. Spend 15 minutes at minimum, but no more than 30. Get off the scroll and do meaningful engagement again, make it, make it genuine and not a copy and paste. Okay.
Finally, think about setting up your tracking system, even if it's just a simple spreadsheet, it's so important, and truly, if you are ready to build a pipeline and you're not ready to invest in ads yet, this is where you need to start. Believe me, I did not want to do it. I am here to give you a little nudge to tell you that if I can do it, you can do it. And please let me know how it goes. Reach out, shoot me a message. Go to our website, fill out the contact form. Find us on Instagram, RBL Media, let me know if this was valuable for you, how it's going. Please, please, please, we want to celebrate all of your wins with you, and we will talk to you again soon.
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In this episode, Pualena shares why investing in a high-end website or brand package too early in your business journey can backfire. She explains that many entrepreneurs rush to spend money on design before they've truly validated their offer, leading to wasted resources and unmet expectations. Through her own experience and real client stories, she highlights the importance of having a proven product or service before investing in anything beyond the basics.
She walks listeners through an 8-step framework that prioritizes testing, feedback, and refinement over assumptions. Whether you're offering a service, launching a course, or building software, your focus should be on creating a minimum viable product (MVP), getting real-world feedback, and proving your ability to deliver consistent results. A beautiful website may impress at first glance, but it won’t convert if your foundation isn’t solid.
For those in the growth phase, Pualena offers a reality check: Are you truly ready to scale, or are you hoping a polished website will solve deeper gaps in your business? She encourages listeners to know their numbers, understand their audience, and confidently stand behind their offer before making a big investment. Whether you're ready now or just getting there, this episode is packed with insights to help you build intentionally and avoid costly missteps.
Resources discussed in this episode:
Contact Pua Pakele | RBL Media:
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In this value-packed episode of the RBL Media Podcast, Pua explores why storytelling—not flashy design—is the key to building impactful digital platforms. She introduces listeners to the “Brand Wrap,” a strategic branding session used with every RBL Media client to uncover their core brand story and ideal customer at a deeper level.
You’ll learn the five-chapter framework that powers the Brand Wrap: from deeply defining your client (the true hero of your brand), to positioning your business as the guide, crafting a tactical impact strategy, building community movements, and defining success through sustained impact. Pua shares behind-the-scenes examples, reflections on agency growth, and the importance of integrity in client relationships. If you’re tired of “just having a website” and want a brand platform that works hard for your business, this episode is for you!
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Peter Russell, founder and CEO of Kindling, joins me for a deeply insightful conversation about building one of the most transformative online learning experiences for young adults aged 18–29. In this episode, we explore the intention behind Kindling, a video-based mentorship platform that blends soft and hard skills through storytelling, unscripted group sessions, and real-time transformation. Peter walks us through how the program fosters self-awareness, character development, networking savvy, emotional intelligence, and interviewing skills—all delivered through the lens of relatable young adults navigating real challenges.
The episode goes behind the scenes of the Kindling filming process, conducted in a Philadelphia warehouse during the height of the COVID-19 pandemic. Peter shares how 12 diverse young adults became the heart of the curriculum and how their growth mirrors what participants will experience themselves. We also explore Peter’s family legacy and the inspiring story of his grandfather’s journey from Sicily to the U.S., a narrative of resilience, generosity, and mentorship that seeded Peter’s vision for Kindling. With a focus on timeless wisdom, practical journaling, and the science of human connection, this episode is a must-listen for educators, mentors, and anyone invested in helping the next generation thrive.
About Peter Russell
Peter Russell is the founder and CEO of Kindling, a personal and professional development platform built to help young adults cultivate self-awareness, resilience, and confidence through real-world mentorship. Drawing on 30 years as a senior executive in media and a lifetime of mentoring experience, Peter created Kindling to address the gap between traditional education and the skills needed to succeed in modern life. Inspired by a legacy of service, compassion, and grit from his grandfather’s immigrant story, Peter has designed Kindling to ignite inner transformation—one young adult at a time.
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Get ready for a powerful conversation with story coach and podcast expert Seth Donlin. In this episode, Pua and Seth dive into why storytelling is one of the most underrated tools in business—and how the right kind of story can make all the difference in your marketing. Forget trying to impress with big, flashy moments; Seth explains why relatable, real stories are what actually connect with people and build trust. With his background in journalism, marketing, and creative writing, he breaks down how storytelling can elevate your brand, your message, and your relationships.
Seth also introduces the idea of “active guesting,” his proven approach to podcast appearances that goes way beyond just showing up. From preparing your talking points to naturally weaving in your offer, aka “seeding” your call to action, he shows you how to turn every conversation into a valuable connection.
Plus, you’ll hear some golden tips on networking without the awkward elevator pitch, how to show up with authenticity, and why platforms like LinkedIn are a must for building your personal brand. Whether you're growing a business, looking to get booked on more shows, or just want to get better at sharing your story, this episode is packed with insight you can put to use right away.
About Seth Donlin
Seth helps entrepreneurs and executives transform podcast guesting from a mere visibility play into a strategic tool for brand and business growth. Getting booked is just the first step. Showing up, engaging audiences and turning listeners into paying clients? That’s where the real opportunity lies.
Seth was born a skinny, bookish, Irish-American kid in a tiny town in central Massachusetts where people lived for corn, cows and kicking ass on Friday night. Unfortunately for him, I wasn't all that good at the latter and didn’t know much about the other two. As you can imagine, he moved away as soon as possible.
That led him across the American West, into journalism and, eventually, back east, where he founded Boston’s largest weekly newspaper. Seth has spent the 25 years since telling stories for and about elected officials, government agencies, and brands big and small – in print, on TV & radio, and in front of thousands on stage.
Through it all, he saw one thing clearly: Stories have the power to grow brands. And with the continued growth of podcasting, podcast guesting – when done right – is one of the best ways to tell your stories to audiences already primed to see you as an expert. Today, Seth help coaches, consultants and subject matter experts skip the trial and error and turn podcast interviews into high-impact, business opportunities.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Seth Donlin:
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Transcript
Seth 00:00
It's similar to networking. I mean, I tell whenever I'm, like, mentoring junior colleagues, people reach out to me from upcoming college graduates, recent college graduates. They're like, I want to get into your field, blah, blah, blah, you know, they ask for tips. And it’s a very common thing, and we start talking about networking. One of the things that I always say is, I said, look, go to a networking event and spend as little time, people are always like, I gotta get my elevator pitch down, and I gotta, like, do should I should my business cards be like this? Should they be like that? Do I even need business cards now? Do I just have, like, a is there an app that for, like, sending virtual but I'm like, look, don't even worry about any of that stuff. Show up to the networking event. Go up to the people and say, what do you do? And spend all your time talking about them.
Pualena 00:53
All right, here we are. Seth Donlin, amazing to meet you. Thanks for being here.
Seth 00:58
Thanks Pua, I'm excited to be here and excited to get into to chatting with you and your audience.
Pualena 01:04
Me too. I've spent a little bit of time looking through your website and your resources, and so I've been looking forward to this all day. I don't know, where are you? Where are you located?
Seth 01:16
I’m in Northern California. I'm just a little I'm about an hour north of San Francisco up in the wine country.
Pualena 01:21
Nice, not too shabby. We are not too far apart.
Seth 01:26
No, no. It's a great it's, it's, yeah, it's a wonderful place to live.
Pualena 01:30
Absolutely. Awesome. Well, I it's, it's just hit afternoon here. It's about 1pm, we're in Hawaii, so normally I'm talking away on the other side of the world, where they're like, it's almost 10 o'clock, so it's nice to know it’s probably still daylight for you.
Seth 01:44
When I was, like, seven or eight, I lived in whole I partially lived in Hawaii for a couple of years. My mom and stepdad lived there. I went to school in on the East Coast and lived with my dad in Massachusetts during the school year, but during, you know, all the breaks, including summer and stuff like that, I would, I would be with my mom. So for that like, year and a half, my stepfather is a retired airline pilot, and so he was flying out of Honolulu, and we were living, so we were living there for on the opposite side of the island, but we were living there for like, a year and a half or two years.
Pualena 02:15
Nice. So you had a warm holiday season.
Seth 02:18
Exactly. it was great, you know, eat papayas from the tree in the yard, walk down. We weren't too we weren't on the beach or anything, but we weren't too far, you know, not from a beach that you'd hang out on, but like, enough of a beach that you could get out to and get out into the water. And it was pretty shallow. The coral was pretty close to the surface, so I could snorkel around. And there was a channel, a shipping channel, cut through the coral, and, you know, the water was nice and clear, but not clear enough that you could see to the bottom of the shipping channel. So is it like a seven, eight year old kid? That channel scared me, because I could see the bottom, and then I'd get out to the shipping channel and it would it was like, oh, it's the deep blue. My parents would tease me about it being the deep blue, and I would never want to swim over that to get to the coral on the other side. So I was like, in this, you know, penned in by the shipping channel. It was fun, though I used to love it.
Pualena 03:10
That’s awesome memories that will last forever, for sure.
Seth 03:15
Absolutely.
Pualena 03:16
Well, share with me how you got from swimming in the shipping channel to the coaching that you do today.
Seth 03:25
Yeah, well, you know, I have been telling stories, I mean, we all have, right? We all grew up. Grow up. We're telling stories. We're begging our parents to tell us stories, or older siblings or whatever, to tell us stories, teachers, everybody, story, story, give me more stories, and then we're telling them, right? We're making up things. We're telling our our parents about, about our, you know, friend, the pink gorilla that we were playing with, or whatever. You know, we're always imagination and stories. But that, for me, that carried over into a college where I studied creative writing and, you know, into my early career as a journalist and as a, as a marketer and a community relations person, where I'd be getting up in in front of, you know, live crowds and and speaking to people about projects that my company was working on, or I was working in real estate development for for a while, not doing the development, but doing the community relations around it. And it all just involved telling stories and interacting with people and getting people excited about the things that what I was excited about, or that I was being paid to be excited about. And you know, that has that's been a through line in my work. And nowadays, what I do is I actually help people tell their stories better. I'm a story coach, and I am a podcast guest coach, helping people that are doing what I'm doing right now, being a guest on a podcast be better guests, and a big part of that is learning how to effectively use story, whether that's sourcing the stories like. Right. Where do you get your stories from, choosing the right story for the right particular lesson you're trying to tell and for the right audience that you're speaking to. And then, you know, how do you craft a good story? How do you deliver a good story? How do you lead into the story and come out of the story? And so, you know, my work is all wrapped up in story, which, which I love, because I love stories. So I'm a happy man.
Pualena 05:27
Love that. Yeah, it's so important. And I love, I am a big fan of you're either gonna love this or hate this. So we can, we can dive into whichever way this leads you. But Story Brand, thumbs up, thumbs down, thumbs sideways.
Seth 05:42
I mean, it's pretty, you know, seminal, kind of iconic in in the work that I do and I don't, it's been a while since I read. I've read it a couple times because, you know, he wrote it and then he updated it for and I can't remember what it was a 15 year anniversary or 20 year anniversary, or whatever it was, but I read it again at that time, but it's been a little while now. But I can't really, I can't honestly say there was much that I much, if anything, that I disagreed with in that. I mean, there might be some stuff that I would go deeper into, you know, areas that personally fascinate me, and I think my other people might find fascinating that he didn't go into as deeply. But, you know, that's the nature of writing a book like that. I mean, you, I mean, you know, if you, if you drill down deeply into everything that you talked about in a book like that, the book would be, you know, this thick. Nobody would buy it or read it. So, you know, that's not a, that's not a real criticism of that, of that book at all.
Pualena 06:45
Yeah, awesome. Well, I'm a, I'm a big fan of utilizing storytelling, yeah, for, I mean, we're, I build websites, and so a lot of the work that I do with storytelling is around pulling out that story in a way that retains people on in like a scrolling experience, which is just one way of millions of ways that we use stories every day in our business. So I'm I've been looking forward to talking to you for a long time, because I do love that framework, and I'm curious, you know, what are some tips if somebody's listening to this and they have not yet created that conscious awareness around storytelling. How might they start to create stories in a way that helps them to build their business?
Seth 07:30
Well, I think the first challenge is getting past the idea that I think there's a, I think there's a, you know, two or three big challenges that people have mental kind of mental blocks that people have around storytelling. And people either have, you know, some people have none of them, luckily, but most people have some combination of, like, two or three of these. And the first one is that, you know, like, I'm not a good storyteller. I don't know how to tell stories, right? And I think, you know, we essentially already touched on this. We all grew up as kids telling stories. Nobody. I mean, I guess there was a famous, you know, like, sociological experiment where they where they took a bunch of orphan babies and then gave them no, like, touch or love or attention or something. And I guess maybe, maybe they didn't get any stories. But like everybody else in the world, we all got stories growing up. We all told stories growing up. So, you know, I was just saying to somebody yesterday, the day before, you're a storyteller. You know how to tell stories. You can tell you're a good storyteller. You may just be really rusty. It's like riding a bike. You may have ridden your bike a lot as a kid, and then maybe you haven't done it for 10 or 15 years. But that doesn't mean you don't know how to ride a bike. You'll get on, you'll be shaky. It'll take you a little while to get back to where you were as a kid, and maybe you don't get there because you don't invest the time to get there, but that's fine. That's a valid choice, right? But the point is, is, if you decide you want to be a good bike rider, again, that's not a heavy lift. You just need to invest a little practice into it. And it's the same thing with stories, right? If you want to be a good storyteller, again, you will be a good storyteller, and you'll be a good storyteller without a lot of without a tremendous amount of effort, it's just going to require that you tell stories, right? You practice it. So, you know, you want to get good at the piano, you got to play the piano. You want to be good at telling stories. You have to tell stories. So that's the first one. I think the second one is that people have this hang up that stories, effective stories in like business, storytelling, or, you know, overall inspirational storytelling, even if it's not business, let's see you're in a nonprofit or politics, and you're trying to inspire people to, like toward some movement or something, right? And we. See so many things. You know, Story Brand is not an example of this type of book, but right there's, there's tons as entrepreneurs and business owners, business professionals, even if we don't own the business, many of us, we go out, we buy books like, oh, here's a book on sales, here's a book on marketing, here's a book on leadership or whatever, right? And many of these like leadership and marketing and sales books. They're written by Olympic champions, world-class, like MMA fighters or something. You know, I'm horrible with names, but this man's name always sticks in my mind. So I always, I always, name drop him. Jocko Willink, who is a, you know, big MMA, but, well, he's a big BJJ, MMA guy, but he was a high level Seal. He was a Seal officer, and he led all the Seals in Iraq, I believe. And he has this great book, right? So then we read these books, and we're like, Well, I don't know. I never went to the Olympics. I never led all the Seals in Iraq. What am I going to tell? What kind of story do I have to tell? Right? I haven't fall, I didn't climb Everest and then fall off and get stuck in a crevice and have to chop my leg off and crawl back to base camp and, you know, rescue four orphans along the way, and yada yada yada, right? So we become kind of intimidated by this idea that, like, well, I, you know, I have a story that I can tell, but that it's not a real story. It's not that type of story. It's not a business story, it's not an inspiring story, right? And the reality is, though, I mean, those make great stories, but let's, let's be honest, they're not relatable stories. I mean, I, you know, there's, I can relate to Jocko Willink on some levels. He's a BJJ guy. I'm a BJJ guy. Like, there's things I can relate to him with. I cannot relate to his career. That's kind of alien to me, right? Intellectually, I get it emotionally like lived experience. No, I don't. I have no frame of reference for that. And I really, and I was a competitive swimmer, and so, you know, I could, I could read a book written by an Olympic swimmer, and there would be commonality there. But when they start talking about their level of what they were doing to compete at that level, they're going to lose me again. It's not relatable. And so one of the things that I work on with my clients and my programs, is that impressive and inspiring. That's great. If you've got it, then absolutely use it. But what you really want to be focusing on is relatable. Because if I can tell you a relatable story, right? If I can tell you which I can if I can tell you a story about picking up my my daughter at school, to take her to swim practice, and I can relate that to business. And I don't mean I just want to take us. I want to stop for a second. And what I don't mean is one of those I was waiting in line to pick up my daughter at school, and the parent next to me was getting agitated and honking its horn. And it made me realize that the way you have to market is… right? And it's like, like, I've learned some great life lesson sitting in line because somebody honked. It's like, yeah, yes, he did. That's crazy, but if you can use that story to illustrate or reinforce a point, well, that is a really good use of story, right? So one of the things that I think, and in, and I'm, I apologize, I'm kind of like wandering off your question of like…
Pualena 13:39
No, it’s fantastic.
Seth 13:40
What are, what are the things that that you know people hold people back, or what do they need to learn to get into story? But when I guess this is actually related, because I would say that the third point is that you really have to to get comfortable with two key ideas. One idea is that you have a unique voice, right? And like, you know, you're a web designer, I'm sure that you're an amazing web designer, but there's lots of amazing web designers out there in the world, right? And you may have something that you do slightly better than your competition, and then they have things that they do that slightly better than you do, right? And ultimately, the people are going to do business with you because of you. I mean, hopefully you're price competitive, and your offers are in such a way and say, you know, so on and so forth. But like, when it boils down to it really, they have lots of choices of people that they can go to. They're going to end up doing business with you because they like you, something about you and your business makes them feel comfortable. And that ultimately boils down to our voice, who we are, how authentic we're, how authentically we are communicating ourselves to our audience, to our potential clients. And that can be very frightening. Because it's revealing who you are to strangers. Is a vulnerable exercise. You open yourself up to rejection, and people hate and desperately fear rejection, right? Because, as we were evolving as a species, and we lived in small, tight knit groups, if you pissed everybody in your small, tight knit group off, and they were like, yes, see ya. You wandered off into the wilderness and died alone because humans didn't do well outside of the small, tight knit group, right? So we have evolved to really be aware of not alienating people and making sure everybody's comfortable with us and we're okay, and opening yourself up and revealing things about you and potentially, you know, facing rejection hits at a real deep level within us, so this real survival level, right? So you need to do the work. Some people need to do more work on it than others, but you need to do the work getting comfortable with my superpower, you know, is my voice. My the thing that's going to make me stand out from my competitors is as much who I am as what I can offer in my in my offer suite, right? Because my offer suite is probably pretty competitive with everybody else's offer suite. And you know, the flip side of that is, not only do you have to be comfortable with your voice, but you have to be comfortable with the fact that your voice or your message is naturally going to alienate some of the audience, not your audience. Your audience is going to love what you say. But, the larger audience, the public, at large, a sizable chunk, probably the majority of the people, are going to be alienated or or at least, are going to be totally uninterested in whatever you have to say. And some of them are literally going to be alienated. They might get angered, they might be hurt, they might whatever by what it is that you're saying the way that you're saying it, the message you know, what you reveal about yourself, right? Like my wife is black, if I come in, I say to your audience, like, I'm in a mixed race marriage, I'm going to assume that you have a pretty good audience, but there might be some crazy racist out there in your group that's like, oh my god, that guy, I'm not doing business with him. Okay, well, I mean, I but that's, that's okay, because there's probably some other people on out there that are going to be like, Oh, all right, good for you, Seth.
Seth 17:52
Now, you know, that's not a selling point for me. That's not something that I go out there and it's just an example that popped in my head. But you have to get comfortable with the fact that that the things that you stand for, in the values you hold, who you are, your experience, the things that you reveal about yourself, the vulnerabilities that you show, are going to naturally attract people to you, and they, by their very nature, are going to naturally repel some people from you, some very viscerally, and others just because they're like, oh, okay, I get it, but he's not for me, and that's a great thing, right? Because you don't want your email list clogged up with a bunch of people who are never going to buy. You don't want your social media followings filled up with a whole bunch of people that aren't ever going to convert and so the the more that your message can, kind of like, divide groups up into the people that are really for you and the people that are really against you, or not really against you, but the people that are really for you versus all the other people. That's actually a really good thing, but it's a very uncomfortable thing for many people to think of that like, I'm gonna say something and there's and I I'm gonna say it, knowing that a bunch of people are not gonna resonate with it, not gonna respond to it, not gonna, right? And so, you know, these are all the the mental, you know, a list of the mental things that you have to get through. And I often teach this lesson to my clients, and I, you know, remind them of this idea that you're going to, you know, even in your like, larger audience. Your message isn't for everybody. Your message, you know, if you're going into a launch cycle, your message is for the people that are just ready to buy, and a bunch of other people who love you are going to hear that message and be like, Okay, this message isn't for me. I'm not in the buying cycle, or I already bought from you, and I'm not buying a second time because it wouldn't right. It wouldn't make sense. I already took your course, or whatever. I already own your piano. I don't need two. So, you know, that was a difficult thing for me, and for a long time I struggled in in kind of like how to to teach this in a in a way that really. Me that people could really relate to on a on a kind of an emotional and visceral level. And then I realized, you know, when I was a when I was a kid, so I'm dating myself. Here you can see the the gray hair. I was born in 72 so I'm 53 years old. And you know, towards the end of grade school for me, that was the, that was the early 80s, big rigs, trucks, tractor trailers were still all the rage. Back in the late 70s, they were huge. They were making movies about Smoky and the Bandit, Every Which Way But loose, Trucker Convoy. Hollywood loved the long haul trucker. And as a kid, you know, my best friend and I, we loved big rigs. And we would, any chance we got, we would throw we would, you know, stuff, our backpacks full of bologna and cheese sandwiches and peanut butter and jelly sandwiches and some, you know, juices, fill up our Cub Scout canteens with water, jump on our bikes and pedal on down to the rural route, the closest rural route that had a decent amount of truck traffic. And we'd stand there on the side of the road. Keith, my best friend when I was growing up. Keith would have his, he would have his he had a John Deere trucker cap that he always wore. I would often be wearing my uncle. I had an uncle that served in in Vietnam, and I had an army helmet of his. And, you know, I'm a little kid, so the is, like the helmets down here, you can barely see my eyes, and we're standing there on the side of the road, and as the rigs would roll by like we're out there just pumping our fists getting them to blow their air horns. And you know, of course, two little kids standing by the side of the road, they'd always blow their air horns, it would be great, but you can take the way, think about the way that a rural route works, right? Sure, there's, there's rigs on there, but it's this isn't some like cargo-only highway or something like that. There's all kinds of cars and trucks and vans, and it's the, you know, early 80s, there's still plenty of these wood paneled station wagons rolling around. And we didn't get all like, Oh my god, well, I mean, what? What happens if we pump our fists in the in the station wagon sees us, you know, we're we're kids. We're focused. We were laser focused on the trucks and getting the air horns to blow for us. We didn't. We weren't worried about what, the how the other people were interpreting our fist pumping message, and why? Because we knew that station wagons didn't have air horns, and all we cared about is air horns. And I, you know, now, when I teach that, I tell that story, because it for most people, there for most people. One, they're like, Yeah, I did that as a kid too. Or, like, you know, I knew people that did it or whatever. And two, it's like, ah, yeah, I get it right. Like, I have a target audience. They're the tractor trailers all the other vehicles on the road, it's not that I don't like them or that I hate them, or that they hate me, or anything like that. It's just the message is not for them, and it's totally fine if everybody else doesn't get the message or gets it and says, but that's not for me. Oh, that's fine. That's great. Don't worry about it. Be the kid. Be a little kid by the side of the road, pump your fist, get your air horn, your dose of air horn, and and happily move on with your day.
Pualena 23:12
I love this, and it makes a lot of sense. I mean, in in practice, in real life, just now you mentioned in passing, I'm a BJJ guy. Okay, if I'm gonna choose a coach, I am also gonna choose somebody that likes the same things I do. So we can know i right. I also enjoy getting beat up in jiu jitsu as I try to learn how to do things that are easy on paper and hard in practice, like and so if I have an opportunity to join Donald Miller's program or yours, the fact that you shared that and you literally took half a second, it just flipped out your mouth and it was gone, I'm now going to choose you. So, you never know what you share, what stories you share, what parts of your life, right? Let people into that will help them to feel related to you. So I love that. And we just got a dose of your storytelling, and it's phenomenal. Great job.
Seth 24:15
Oh, well, thank you. Well, yeah, I mean that idea of what you just talked about is what I call seeding, and it’s one of the things that I that I teach in my Expert Guest Accelerator Program is the idea of, when I'm a I have a huge focus on active guesting, because I think a lot of people as a as a podcast host, I'm I know that you're going to know exactly what I'm talking About. A lot of people come on podcasts very passively, right? I mean, they have a plan in that they want more exposure, and they have a plan in that at the end, they're hoping there's an opportunity for a CTA, and they've got their CTA planned out. Hopefully they've got their CTA planned out, right? But otherwise, they're kind of along for the ride. They're they feel like they've been invited to a dinner party and they're the guest, and they're just like, okay, whatever the host says, I'm a, I'm a, I'm a good guest, right? I'm not rocking the boat or anything, and I'm not advocating rocking the boat, but, but a lot of times, the guest just sits back and lets the host run the show, and most of the hosts that I've worked with, they actually love it when the guest runs the show, or Co-runs the show because they've invited the guest on, because the guest is an expert in what she does, what he does, and probably significantly more of an expert in that particular area than the host. And so they love it when the guest takes the conversation in the direction that's of most value to the audience that the host has spent all this time building. And so I say, look, you've got to be really active in your guesting. You've got to be thinking about kind of Co-hosting the show. You've got to do active preparation. You have to study the host. How does the host, you know? Does she ask questions at the beginning? Does she have standard outro questions like, be prepared. And then when you know that, you can know the type of stories that are going to fit. You can know all these other kind of things, but one of the things that then, if you are actively guesting that you can do, is you can seed your conversation. You can seed the conversation with your offer or the CTA in preparation for the CTA, right? So I just did it a couple seconds ago, I mentioned my guests, my Expert Guest Accelerator Program, right? So I could have just said which I have before, as we've been talking, right? I've said, Well, when I work with clients, which is a little bit of seeding, but in this case, I specifically name dropped my program, because now at the end, and I don't know that I'm that, you know, I think at the end I'm not pitching my program. But were I to at the end be like, hey, come and join my Expert Guest Accelerator Program. The audience hasn't heard it for the first time. They're not like, what's that all about? If I seed it three or four times, and I get to the end and I mentioned, hey, I'm launching, you should come check it out. Well, now they're they're like, Oh yeah, I know what you're talking about. Like it just that pure. There's a psychological principle called the mere exposure effect, and it's just, just by being exposed to a thing, you begin to become more comfortable, more familiar, and you like it more. And so you know, the more you see a person's face, why do people put like selfie shots of their of themselves up on LinkedIn? People argue about it all the time. It's because the more you see that person's face, the more subconsciously you be you believe that you actually know them, and the more that you you subconsciously believe that you know them, the more likely you're to do business with them, right? So you seed your content, and that little, you know, BJJ stuff too, is seeding who I am, little, just tidbits of who I am, so that my audience, and it's funny, you take that story I just told and and flip it around so that I am no longer pumping my fist for the audience. And the audience is the is the trucks, and I'm hoping that you know, they're gonna honk their horn when they like my message. If you flip that relationship around, and the audience are the little kids and the audience, they have a problem that they need solved. As a little kid, the problem was not enough air horns right out there, like going, Hey, we need air horns, right? The audience is out there. They have a pain point. They're they, hey, I don't have enough clients. I don't have enough visibility. I'm not getting invited to speak on stages. I, you know, whatever, whatever their issue is. Here I come on your show, and they're like, does he have the solution for me? I don't know. Is he? Is he a truck with an air horn that I should pump my fist for? Or is he not? Now, if I drop little seeding hints along the way that talk about my program and talk about who I am, and so on and so forth, as I'm having my conversation with you, they get to know me. They get to know what would I offer, but I haven't been like, here's my program, and it costs x and you should join, and it's 10 weeks, and it's blah, blah, blah, right by the end, when you say something like, hey, Seth, how can people find where can people find you? Or whatever, right? Can I tell them where they can find me? In the people that are there that have a pain point that I can solve are going to say, Ah, I'm going to pump my fist for that guy, because he's got the type of air horn that I need, right? So seeding is, is, is hugely important. And I think it's a skill that a lot of people just don't think about it. They, you know, you're, we're not necessarily taught public speaking classes, whatever leadership classes and stuff like that. They, they're generally not teaching things like this. And it's not rocket science. I didn't make up the concept of seeding. I mean, it's not right. I'm not trying to lay claim to this, but it's, it's, it's not a, it's not a terribly uncommon thing. It's not, it's not that nobody understands it. It's just that your average person hasn't been taught in this way, and that's what something like a, you know, public speaking coach or a podcast guesting coach or storytelling coach can help you with. They because there are, there are techniques that that people that came way before me have developed right that can help No, no need to reinvent the wheel, you know, to do stuff.
Pualena 31:00
Yeah, and it makes the conversation a lot more interesting, natural. It float like it's it's almost counterintuitive, right? Because if you're preparing so much for a conversation, is it still a conversation? But I would argue, right, like to your point, I think people can come on this podcast, and I am so not, like I don't prepare questions, I don't I study my guest, but I've never asked the same set of questions, and that makes people really uncomfortable. I think, to your point, right? Because they are looking to be led through this experience, whereas I want to be like, where do, where should we go with this? This is, this is a blank slate, and we can, we can create magic together, if we just have a conversation, yeah, that like we both have done our own prep work for. You show up prepared. I show up prepared so that we can come together and create something incredible. And to your point, when it does come time for that CTA at the end, there is this energetic shift that is, I have never actually been conscious of it before, this moment where sometimes you're like, hey, where can people find you? Learn more about you, and people will, out of the blue, mention their system, or their program, and it feels a little salesy and like that's why you came on my podcast, versus if you've been talking about it this whole time, it's just a way to supplement and sort of add on to that support that you've already shared and that value that you've already shared throughout the episode. So I think it's a beautiful way to show up. And if anyone's listening and you're doing a little podcast guest tour, definitely consider adding that, adding that consciousness into that experience.
Seth 32:57
I appreciate that Pua, I really do. And, you know, it's funny what you said about the counterintuitive nature of, like, the idea of preparing so much to then have, like, a nice, natural conversation. And I never thought about this. It just suddenly popped into my head as you were saying that. But you know, I would imagine it's like being a musician, right? Like a jazz or a blues musician, it's like they riff off of each other. They don't, and I don't know, I'm not that musician, so, but I gotta believe, if like superstar x is going to be paired up with superstar y to, like, sing at the Grammys. Well, they're going to prepare something, but let's pretend, for the sake of argument, that they're not preparing something. Let's say that they have a longer set, and they've just kind of taught, oh, we're going to do some classics, and we're going to do whatever. Well, they're probably going to like, I, you know, it's like, it's you and, you know, it's you and me, Pua. And so it's like, I'm like, Well, I know Pua really loves 80s hip hop and, like, I know that her first hit was a cover of, like, you know, Dolly Parton or something. You know what I mean. Like, if I know some of the things that you're going to be into, like, I could start singing something, that's one of my things. But I could mix in something that I know you're going to pick up on, and then you're going to light up about that, and you're going to do something, right? So we're going to go back and forth, but we both probably really prepared for that moment, right? But if you prepare properly, you know, if the preparation isn't like I must say word A and then word B, and then word C, right? And when I've finished with that sentence, the host will say something, and then I will counter with what, you know, it's not that type of over preparation where you memorize a script or something, but if you prepare in the proper way. Uh, then it flows. And you can riff off of each other, and you can, you know, understand, you know, you get to understand each other a little bit more. You get to have fun with each other a little bit more. And that's going to make the that makes the whole experience greater. I mean, you know, again, it's funny when I talk about what would I do with host? Because I start feeling a little awkward about, you know, preaching to the choir, but obviously, I'm talking to you, but I'm really talking to your audience, right? So, you know, bear with me. You know this, but 35% of your audience is dropping off in the first five minutes of your podcast, right? And so, and then you're going to lose more over the course of the rest of the podcast. So by the time I get to where I get to give a CTA, 40% of the audience that we started off with is gone on average. So I'm going to do every goddamn thing that I can do to make the show as good from the very second that it starts off as I possibly can. So I can get that 40% number down to to, you know, 37 down to 35 down to 32 because every few percentage points is more people that hear my CTA at the end, right, which is gonna end. That's gonna have an effect on the bottom line of my business when I'm saying, hey, here's my offer. Or, you know, quite often, my call to action is just like, Come follow me on LinkedIn or whatever, right? But ultimately, those people that come follow me on LinkedIn, some percentage of them, are going to turn into clients down the road. So if I can get, you know, if I can get 27 people from your show to come follow me on LinkedIn, versus 24 people on your show, and I do a show a week, like I tend to do, I mean, those extra three people that adds up in the end, and that's gonna that literally puts extra 1000s of dollars in my pocket at the end of the year, right? So that multiple 1000s of dollars into my pocket at the end of the year. And so, you know the idea that you kind of like, oh, you know, I'm a nice guy, I'm a good conversationalist, I'm not nervous chatting with people. I'll just go on a podcast, and it'll all work out, and I'll get and I'll get my CTA at the end. Yeah, it will all work out, but you'll be leaving money on the table. You'll be leaving reef money on the table, if you're not actually treating like this as an opportunity to be as good at it as you possibly can and learn what are the idiosyncrasies of the format, and how you can play with those things to make it just fractionally better on the margins? All right? That's, I mean, a great baseball hitter, right? Like the best. I'm a Red Sox fan, so I'm going to use the Red Sox as a as an example, but the best batter on the Red Sox, he could just rest on his laurels of being the best batter on the Red Sox, and he'd continue to be the best batter for years, right until maybe some other phenom comes along. But that is almost, that is vanishingly rarely the case, right? The best batter on any team is usually a guy who spends way more time, excuse me, way more time in the cage than anybody else. And then on the off season, goes out and hires another coach and goes, gets body imaged and is like, Oh, well, you know you're hitting the ball at a 41.5% angle. And if you hit the ball at a 43% angle, you'd be, I mean, they're tweaking things like that. No, I mean, we're not making 10s and hundreds of millions of dollars here. Well, I'm not making 10s or hundreds of millions of dollars here, but I still want to be the best that I can be at my profession, and if I'm going to spend time coming on podcasts, I mean, I enjoy it and it's kind of fun for me, but I'm doing this for business purposes, and if I'm going to do that, I'm better believe I'm going to figure out how to maximize my ROI on the investment of time that I'm putting into this.
Pualena 39:18
Yeah, it makes total sense. It shows up everywhere too, you know? I mean, in sports, you review tapes and footage and videos from your opponent's previous games. You prepare plays, not so that you have a completely scripted game, no one knows what's going to happen, but so that you show up prepared for the scenarios. When you roll with someone in jujitsu, it's, it's a lot less annoying when you are rolling with somebody who has learned a little bit, right, and like, shows up with some sort of foundational knowledge. And I think the same, you know, there's no secret, it's quite apparent, I think, why we have podcasts, why we ask to be guests on other people's podcasts. It's fun. I mean, that should be the first thing. That's the first thing that I care about. We want to reach a new audience, so we get on other people's shows because they're having a completely different audience from the network that we have. We want to provide value, hopefully, right and get exposure and like, meet someone new. And there's, there are so many beautiful ways to do that, in, uh, to create a space that does not feel like you're using other people's shows to get sales, which I think is kind of, if we if we look at it from a marketing perspective, it's easy to see it that way. But if you look at it from a value perspective, and you're here to put on a good show, right? That's what's going to retain people, and that in and of itself, if it follows some kind of storyline, I think that's going to be the best podcast of all. Yes, it requires some preparation, but you can come on and provide tons of value and have a great conversation and have a beginning, a middle, and an end, and both people come out winning, which I think is exactly what's going to happen with this episode.
Seth 41:24
Oh, well I appreciate you saying that. I mean, I think so too. It's, it is that value exchange and it is that, you know, if people enter into a podcast, same thing with speaking. I mean, if you're like, going to be on a panel or a Keynote or whatever. I mean, if you don't have the audience in my if you don't come with a service mindset of serving the audience, it's going to be apparent and you are actually going to benefit yourself less, right? It's similar to networking. I mean, I tell whenever I'm like, mentoring junior colleagues, people that, you know, people reach out to me from upcoming college graduates, recent college graduates. They're like, I want to get into your field. Blah, blah, you know. They ask for tips. And sometimes, not always, but in very common thing, start talking about networking. One of the things that I always say is I said, look, go to a networking event and spend as little time. People are always like, I gotta get my elevator pitch down. And I gotta, like, Well, I I do. Should I should my business cards be like this? Should they be like that? Do I even need business cards now? Do I just have, like, a is there an app that for, like, sending virtual I'm like, Look, don't even worry about any of that stuff. Show up to the networking event, go up to the people and say, what do you do? And spend all your time talking about them, right? People love talking about themselves. It's one of the reasons why it's fun coming on a podcast, right people, I get to talk about myself. People love talking about themselves, and people love it when you are interested in their business, their business struggles. So then you're like, okay, well, you know, that's interesting. I think I might know somebody that could help you with this. Let me get your contact information. Now, of course, they're going to be like, um, well, I mean, we spend all this time talking about me. What do you do when you be like, I do this thing, whatever. Blah. You don't have to tell them very much. Now, you go and you do that with all the people in the in the room, or not all the people, but you know, all the people that you can talk to in the room during the room during the time that that's allotted, and maybe you're able to make a connection between a couple of the people from what you've been doing. And even if not, you go back, you look through your through LinkedIn, you're like, Oh, I do know. So I could hook her up with this person. I can hook him up with this that person. Well, here's the deal. You selflessly help those people, even just two or three of them from that one event. Just to make it simple, let's say plumbers don't, at least, to my knowledge, plumbers don't tend to network this way. But let's say you're a plumber, right? Those three people, if they need a plumber, you're going to get their business unless they have, like, a brother or something, that's a plumber, but right? They're not going to go and like to research plumbers in their area and try to figure out who's the best plumber, or whatever, and be like, Oh, my God, this guy is the best guy. I'm he. I need some plumbing done. He's going to do my plumbing, right? That's just the way that we work as human beings. We, when somebody does something nice for us, we just automatically assume that they're good, nice people. And if you assume that somebody is a good, nice person, you assign all of these other positive characteristics to them. You assume competence in all other areas of their lives because you like them and you don't want to think badly of a person that you like. So you're like, Ah, this guy's a great guy, and he's a plumber. Let's get him some business, right? I don't know if you're a if you're, like, a fantasy sci fi nerd at all, but there's a book called The Hitchhiker's Guide to the Galaxy. And there's this funny bit about in The Hitchhiker's Guide, about how if you're hitchhiking across the galaxy, all you really have to have is a towel, because anybody that you meet along the way, if you have a towel, and you can show them that you have your towel, they'll also assume that you have your toothbrush and your soap and all these other things, and that you've just temporarily misplaced them. So they'll lend you all of these things because, you know, they know that you're a prepared person, because you have your towel, whereas if you don't have your towel, they'll be like, you know you're not prepared, so I'm not gonna deal with you or whatever it's, it's a silly little throw away thing, but it's, it's like, it's very true, right? You meet somebody and you know one good thing about them, and it's very natural that we then assume all these other good things about them. And so, you know, it's one, right? Here's one of the powers of coming on a show like yours, is that hopefully I'm getting an opportunity to paint myself in a pretty good light, to give some value to your audience, right? I mean, hey, I don't want to, I don't want to blow up my spot here and ruin this effect. But, like, here's the secret, right? I mean, audience, I'm speaking to you here, you know, I hopefully I'm giving you some value, and hopefully the value that I'm giving you is making you think well of me, and therefore you're going to assume all of these wonderful things about me, which may or may not be true. They're all true, but you don't know that for a fact, right? So it's if you're doing this as a con artist and a Flim Flam man or whatever, then shame on you. But if people are assuming that I'm a good storytelling coach and a good podcast guesting coach. They're not assuming wrong. I am very good at this. They might assume some other things about me that may or may not be true, but as long as you are coming on a show and painting a picture of yourself, that is going to make people like you and you are generally good at you know, you are not generally genuinely good at what you do. You're not tricking them. There's no you know, this technique can seem tricky, but it's you're not being dishonest. You're just using natural human psychology to attract people to you, and people should be attracted to you because you're good at what you do, at what you do, and you deserve more clients, and you deserve more recognition, and you deserve more attention. So you know, learn the techniques to get that and then go out and use it and live happily ever after.
Pualena 48:03
Completely. Well, and it's a beautiful way for people to know. I mean, I think at this stage, people are very keyed into authenticity, and they can tell is this person being genuine or not? I did a podcast episode the other week or interview that I don't think I'm going to release because it felt insincere. The whole time. Yeah, it's this, this space. I mean, we had presidential candidates going on podcasts to, like, get more votes. If that doesn't tell you the power of this, this channel and this medium and this, this space that we all have access to, like everybody has a podcast, yes, it's very saturated, but that's for a reason.
Seth 48:50
And still very saturated, but still growing so really not saturated in many ways, right? I mean, just like the wonderful thing is, is it can become so niched, and that is great, because, like, you know, people always want, I want to be on a podcast that has, you know, 5000 listeners, 10,000 listeners, it's like, okay, well, sure, so do I. But you know, I would rather like be on a podcast that has 500 listeners that are really into like, if there was a show about, like, how, how do you maximize the first five minutes of your podcast appearance, or something like that, and that show had like, 200 listeners, or 100 listeners, I'd be like, book me, right? Because if people are that focused on some tiny aspect of podcast guesting, I'm like, those people are my people. Those are people that are likely to hire me. The 5000 person show I don't you know, like they're interested in podcasting a little bit in general. What right like I might get. I'm gonna get people from that too, but I know that those 100 people are right, right in the midst of of my ideal client. So it's so, you know, even as the as the as the industry gets saturated, the people just keep making little micro niche shows. And that's a good thing, as long as, again, as long as we don't get hung up on the numbers and the kind of vanity metrics. And I want to be on this really big show, it's like, yeah, be on a big show if the show is well targeted to you. You know, I'd rather be on the micro niche show with 500 people in the micro niche show with 100 people. But if you can find a really niche show, and it has more than like two or three people who jump on it.
Pualena 50:49
Totally, and those people probably they listen to what the host has to say, and they trust that the guests that that host brings on can provide value to that audience. To me, that's way more powerful than a big show that just doesn't care.
Seth 51:07
Yeah, no. I mean, I, you know. Look, I, you know, ultimately, I am not in the business of trying to convince people that they should embark on a podcast tour. I'd rather spend my time convincing the people that are already that have already made that decision, that they should hire me, right? But that said, I am, I think everybody should, not everybody, but I think everybody should do it, because it's just so powerful when you think about it. Pua, you have spent hours and hours, right? You've spent months. I'm sorry, you know, I'm forgetting now exactly how many episodes that you whether you've been at this for nine months or three years, but I mean, you've spent months, you've spent years putting together an audience, and I'm stepping, you know, I it took, you know, I did. I mean, I got booked by a booking agency that I paid to do it for me, right? So, I So, right? I exchanged money for time, but whether I also booked myself on shows in addition to the shows that my agency books me for. So I'm either spending money or time to get myself on a show, but in comparison to the amount of time and time is worth money, right to the in comparison to the amount of time that you've put into your show, into growing your audience, I'm like, making out like a bandit here. I'm stepping in here in front of an audience that you've painstakingly built, and with people that listen to you week in week out, and if they're listening to you week in week out, they must trust you. And you're introducing me as an expert, I get to come out here and have somebody that this audience trusts. Say this guy's great, listen to him. Who wouldn't want that? I automatically borrow a piece of your trust and relationship that you've built with your audience just by the fact that I show up on the show and get introduced by you. And I've done almost no work in in comparison to the work that you've done to build this audience. And next week, I'll be on somebody else's show, and the week after that, I'll be on somebody else's show, and the week after that, I'll be on somebody else's show. And all these audiences are different. And if I tried to sit down and build my own, I mean, I'm growing my LinkedIn, in my, you know, Instagram following, and my I've got a podcast. It's not up yet, but I've got a podcast that's coming out, and I'll be spending my time building that audience. But there's no way that I could grow an audience as quickly as just going from other person's audience to other person's audience to other person's audience, and speaking and borrowing their trust with their audience. And as long as I provide value, I'm not betraying that trust, right? As long as I actually come and bring it, then it's all good. It's such a great format.
Pualena 54:16
It really is, and it's, it's available to anyone, which I think people don't realize, like, all you have to do is ask yes. You can hire someone to ask for you if you want to, or, you know, if you feel like you can, you can handle the yes’s and the no's, right, it's, it's, it's there for you. And someone like you, Seth is also there for people to make sure that they can make the most of it. And I think that's huge, because we don't want to be guessing and recreating the wheel and taking, you know, this is an hour of our time. Had you not come prepared? Had you not you just showed up and just kind of see what happens? Right? That's not going to give you the outcome of such a powerful platform as when you do show up with the right guidance, the right preparation. So I think it is about that time to share with people, what is that call to action? How can they get in touch with you, work with you and learn more about what you do?
Seth 55:20
Yeah, I mean, increasingly, I am just having people. I figure, if you're an entrepreneur, if you're a, you know, a serious business professional, I was going to say executive, but we're not all executives, that’s so buttoned up. But if you're a serious, you know, business professional, you've got a LinkedIn, you know account. Come find me on LinkedIn. I'm, if you put Seth Donlin in and generally do, maybe a new Seth Donald has entered the but I'm the first one to just, you know, linkedin.com/in/seth, Donlin. Like you, search for Seth Donlin, and I'm the first, and generally only person that will, that will show up, so I'll be easy to find. I publish, oh, you know, pretty much daily on there. It's a great way to get to know Inc, I post about my family. I post about my 110 pound bernadoodle. I post a lot about podcasting and storytelling. So I, you know, hopefully I'm providing plenty of value. And, you know, and hopefully, when you're at a point where you realize, Okay, it's time for me to, it's time to me, for me to get going with this podcast think guesting thing, or it's time for me to really get serious about this podcast guesting thing, then we'll already be connected, and you'll, you'll know what to do..
Pualena 56:37
Fantastic. I love that. Thank you so much for sharing and for just for a great conversation. I had a blast, and I cannot wait to stay connected.
Seth 56:47
Yeah, thanks, Po. I'm I'm very flattered, honored, blessed that you invited me on the show, so I appreciate it. I had a great time. Hopefully we'll do it again, we'll do it again, and we'll dive deeper in on some certain points or something like that. But it was a lot of fun. So anytime you want I'm ready to come back.
Pualena 57:05
Yeah, let's do it. Fantastic. That's awesome. All right, sure.
Seth 57:06
Bye, folks.
Pua 57:07
Until next time.
In this powerful and heart-centered episode, Paul N. Larsen joins host Pualena to explore the deep connection between psychological safety, personal growth, and imposter syndrome. Paul opens up about his own journey, revealing how even the most accomplished professionals—up to 80–90%—struggle with feelings of being a fraud. But rather than trying to “overcome” imposter syndrome, Paul advocates for embracing and integrating it, transforming it into a catalyst for growth through tools like gratitude, affirmations, and intentional action. His unique approach encourages us to create safe spaces for ourselves and others, where authenticity and vulnerability can thrive.
Listeners will also get a sneak peek at Paul’s upcoming course on imposter syndrome, which includes a personal assessment, interactive workbook, and one-on-one coaching sessions designed to help you turn self-doubt into your superpower. Whether you're stuck on "Intention Island" or navigating a high-achieving life with an undercurrent of self-questioning, this episode offers a grounding and uplifting roadmap to presence, purpose, and playful self-expression.
About Paul N. Larsen
Paul is a seasoned executive coach and member of the Forbes Coaches Council with over 30 years of leadership experience across Fortune 500 companies like Charles Schwab, Adobe, and Bristol-Myers Squibb. He’s held C-Suite and Director roles in HR, organizational development, and leadership training, helping leaders at all levels lead with both IQ and EQ.
As a former Chief HR Officer for a JP Morgan private equity firm, Paul led culture-building efforts and successful M&As, bringing deep expertise in leadership development, change management, and organizational effectiveness. He’s coached over 500 leaders globally, with clients including Twitter, Salesforce, SAP, and Cisco.
Paul is also the author of the award-winning book Find Your VOICE as a Leader™, and a sought-after speaker known for helping leaders discover their values, lead with clarity, and communicate with influence.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Paul N. Larsen:
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Transcript:
Paul 00:00
Any kind of transformation that we want as an individual, for ourselves, has to occur in the journey. It doesn't occur when we get there. It doesn't occur when we get there or here. I always tell people that. When you're seeking, let's say, development, growth, and you're looking for a coach. You're not buying, quote, unquote, a coach. You're not buying me. You're not buying coaching, even though, that all, that is, part of a product. You're buying the transformation.
Pualena 00:36
This is my friend, Paul. I'm so excited. I've been looking forward to this for so, so long, and every time I talk to Paul, I open a Zoom Room. You chat regularly, and before his face comes on screen, I hear this.
00:55
(Paul humming)
Pualena 01:00
It makes me so happy.
Paul 01:02
Oh, Pula, it's so wonderful to be here. You know, it's, um, I create my own muzak, so to speak.
Pualena 1:10
Like an iPod commercial.
Paul 1:12
Yeah. It's like, you know, you know, you get in these elevators, sometimes you hear that music that's this kind of canned. Well, I've got my own canned, you know, music within me, that internal, I call it internal hum. Because I do think that we all have our internal voices, our internal energy, our internal something inside, and sometimes just let it out, like just just Be. And I've noticed when I do that, I find myself humming quite a bit. And I'm very conscious of, I don't want to infringe on anybody's quiet space and so forth, because I'm an introvert. So I understand that, but I do think it's like, it's the it's coming from inside. I'm very seldom do I replicate a song? It's just kind of my own music. You know, I'm not trying to do Rolling Stones or Partridge Family or anything. I'm just kind of like, it's just kind of creating the environment. That's what I do. So it's in my internal hum, and we all have an internal hum, and just be aware of it and love it and harmonize with it.
Pualena 02:26
Oh my gosh. This is This is Paul, in a nutshell. This is… you, you are like the person who brings the safe space for people to experience their internal hum.
Paul 02:42
I love that. Thank you for that. Thank you really for that. You know it as a coach, right? So I'm, I'm a coach and but I create safe spaces, but I have to create a safe space for myself first, you know, and the world can be very unsafe, and the world can be anything but safe. And of course, we now say, oh, what's going on today? What's going on now? It's always been like that, and people have lived through generations and decades and centuries of just unsafe strife and everything. So it's really important to create a safe space for yourself. And then in what I do as a coach, I want to create safe spaces for others so we can have real, sort of those conversations that humming and all but the but the reality of what life is, to be able to get to that requires safety, what we call, you know what, what I'm sure most of your listeners and your audience have heard, is psychological safety. It's, there's, of course, physical safety, we know, but the psychological safety is, Am I safe here? Can I say what I want to say? Can I, you know, can I really ask that question? Can I really provide that feedback? And so many areas of our lives may not be that way. Relationships, organizations. I've worked in organizations that did not promote psychological safety. You better not say that. You better not ask that question. You will get it'll be a very punitive response, right? So psychological safety is very important, and I think that's where my internal humming comes in, it's like, it creates that for me. And if like, absolutely, it's soothing. It's, it's just, yeah, it's, it's like, it just creates that. And it's funny, you gave me that feedback just now, just here, on, on as a guest. It's sort of like when people hear that, they hear that hum before they see me, they're probably like, what's this or what? But you know me, so you're like, yeah, it's Paul, and that's, that's what he does.
Pualena 04:46
It's weird when it doesn't happen. That's when I'm like, are you okay?
Paul 04:50
Yeah. Then I show up like, whoa.
Pualena 04:53
We’ve known each other for years, and we speak regularly. So and the thing you you mentioned. Psychological safety from an external perspective, and being in safe environments where you're free to speak and think and share. Your work and we will, I promise, for everybody listening, we'll dive into all the things that Paul does and teaches and coaches with one but I feel like your work actually is also in the realm of creating psychological safety for yourself and not letting your, or not, not even not letting, allowing those inner voices to allow you to feel safe in a space where you're telling yourself you're not good enough. Why are you here? Who are you to be doing these things? And how can we shift that so that you feel safe within your own self, to be able to serve.
Paul 05:52
Ding, ding, ding, ding, ding, ding, ding, you win it. That's right, it is, it is. I thank you for that, because it's like, yeah, it's created a psychological safety for yourself in a world that is increasingly sometimes not safe, or we don't, or we may not feel it, we're accountable to create that for ourselves. It's not, it's not, it's not. It's not the universe of the world, or the person on the street to say, I want to make you feel safe. You know, it's nice if they do that, and it's nice if our partnerships do that, and our husband, wives, brother, sister, boyfriend, girlfriend, whatever, a cat does it for me. Well, sometimes, you know, dogs usually do that all the time. Cats are kind of like, Yeah, I'm sure I'm gonna feel, make you feel safe today. Yeah, but you're absolutely right, and we have to look for ways that we can nest in that but, but here's, here's the here's the here's the conundrum. Pua, we want to feel safe absolutely but we still want to grow. And sometimes we can feel safe. Oh, okay, I am safe right now. I feel safe. This is a good place. I'm never going to leave it.
Pua 7:05
Yeah.
Paul 7:06
This is my comfort circle. I'm not going to leave it. Oh, boom. And, you know, our comfort circle, our comfort zone, whatever we want to call it, beautiful place. Can feel very safe, but nothing ever grows there, which includes, of course, us. So that's what I you know, it's funny because myself, I've learned through the years, many, many years, many decades, and then the folks I work with as a coach, as a mindset coach, as a leadership coach, you know, all those things that I that I love to do and is my best gift, so to speak. But it's a balanced integration. It's like, okay, you feel safe. Great. You got to make that. But at the same time, we want to nest in growth. And growth is, is sometimes, you know, kind of looking at this background behind me, which is an actual painting in at my house, it's colorful, it's vibrant, it's messy. It's like, what's going on there? What's going on there? Oh, look at this over here. Look at that over there. That's what growth is that's why I choose to actually, whenever I do, you know, beautiful interviews like this and videos and so forth, I choose to sit in front of this because it's a beautiful background, because it represents to me what I need to do within myself, to keep myself alive, that synchronicity, that alignment, but to be safe as well, because I then, know It's like I can then, okay, once I'm safe, then I can move forward. But that's the key. It's, it's, I call it intention Island, right. Intention Island. You have the best of intent. We can have the best of intent for ourselves. We can have the best of intent for somebody else, but we could have the best of intent all around but if we don't take action, it's never going to happen. So people are, you know, I can't tell you how many times I've worked with people, managers, colleagues, I myself as well, have been guilty of this. Oh, you know, Pua, I had the, you know, I intended to do that for you. I had the best of intent. Pua, I was going to do that, I was going to get that out, or I was going to follow up. I just didn't get a chance to do that. More than likely, when that happens in people's lives, it happens more than once. It's legacy behavior. Now we always have things happen where could just happen, and is what it is. But I worked with so many nice managers who had the best of intent, and they never got around to following up on their actions. So they're on Intentions Island. It's like, you know, it's kind of like, okay, I'm good. This is for Paul. He has to, you know, he has to go home tonight because I don't know what to do. It's intention Island, and I've been guilty of that myself, as I said, Because I wanted to be nice to people, so it's like, yeah, I'm going to do that, or I'm going to get that out, or I'm going to do this, and then I don't, I don't. And especially, it really can create missed expect. Educations and disappointment and discouragement when you're in the role as a leader, especially we're talking organizations. But magnify that if you're in the role of a mother or father, you're on the role of a boyfriend, girlfriend, husband, wife and boy, yeah, that can really impact relationships, right? The trust goes away. The credibility goes away.
Pualena 10:21
So wow, I want to dive into all of this, and I want to, I want to introduce you as who I see you as in my circle. Amongst many things you are, you're kind of the imposter syndrome guy, and people think about you as you know, and for me, like, when I'm like, oh my god, I'm doing this speech, or I'm doing this podcast, or I have a podcast, I won't even tell people that I have a podcast. Why do you just let people find it on their own? Don't talk about it. Like, talk to Paul. You need to get on the phone with Paul. Right this second because that doesn't serve you, but it exists in us for a reason. And I would say, you would probably tell me, it does serve you, and how does it serve you? And, you know, and, and so you that that is one thing that you do. You're also an international speaker. You get flown to locations around the world to speak and lead workshops. You've written books, you have multiple frameworks. I mean, you are just and you've been you've worked in corporate for many years, and so all of this experience, and the ways that you've created this world and this business for yourself, and the way that you serve people, an hour is not enough time to dive into all of it, and just the incredible ways that you are a part of this network in this world, we'll do our best. So Paul.
Paul 11:49
Wow, I mean, who, you know, who's she talking about, you know? I mean, it's I appreciate that so much, and I want to, I want to recognize what you said, and I want to validate that, and I want to pay homage to that, and I want to tell you I really appreciate that. And even today, the fact that I have, I live with imposter syndrome, and I like to say that I thrive with it, and I know, you know, I've really leaned into it. I kind of understand it, and so forth and so on. But it's still, it's still kind of like, boom, there it is. Even sometimes when I hear people talking about me, right, depending on what they're saying, but like, you're just doing this very eloquent introduction, it was like, Ooh, really? Hmm, wow. But that's part of it. You know, I years ago, I was having these feelings in the corporate world, and is mostly the corporate world, and it was this kind of weird feeling, like, you know, I'm a fake, I'm a fake, or I'm a fraud, you know, like I'm pulling one over on people, like, the I'm really not as good as people say I am. I don't really deserve this promotion that I got or this job or this project or whatever it is, those accolades. And, you know, and like, I really don't belong here. All these people are just so much smarter than me and all that stuff, which is, some of those thoughts are not really uncommon. I had no idea what it was. I just thought it was part of, you know, self doubt or confidence. It's not really that. I think a lot. Oh, yeah, being humble. Oh, you know, oh, Paul, you did such a great job. What wasn't me, it was, it was this team of strangers on the street corner that finished it all up, you know, like, you know, it's like, own it, Larsen, own it, if it's deserved, right? And then one of my mentors back in, back in the day, I think it was like 2004 so it seems like that's a long time ago now, 20 years ago, 21 years ago, she said she looked at me one day she goes, Do you feel like a fraud? Do you feel like a fake? It was like a commercial. Do you, you know, you know. Do you like Lucille Ball with her Vitamin A to Benjamin? Do you poop out at parties, you know? But do you feel like a fake? Do you feel like a fraud? And when she said that, it was like, Oh, my god, yeah, I do. Like, like, it was like, what she called it, she just came right in and she called it, and I said, Uh huh, because we had a really good relationship, and I could just kind of say anything to her and admit anything, and she says, oh, you got imposter syndrome. This is imposter syndrome. Like, Oh, yeah. No worries. Imposter syndrome. I said, say, what? Like, what? Stop, stop, go back to that. What? You know, I had not if I had heard of it, it had been, I had buried it, right? And she goes, yeah, no. It's feeling like a fake or fraud. It's like feeling that you don't belong. Uh, it's but she says, Paul, go away. I want you to go and research it. I can tell you all about it, but I want you to find out all about it on your own, because I think you'll own it more that way, and you'll integrate it. Which man was she right. That I did. I just leaned into it. And it's a thing. It was, it was categorized. It was. It was actually, it was actually categorized in 1978 it's actually not a syndrome from the medical term, but it's, it's, it's like a, what they call a phenomenon, right? So, but it takes on the word syndrome, and yeah, it's, it's, it's feeling that we have to be someone else to be successful. So it's not just confidence that you're that you're lacking, because I can be a very confident imposter. I've stood in front of people on stages, especially in corporate America, where you stand on stage, you're doing an all hands or an all team meeting or whatever, and I can stand there, but inside I'm like, I have no idea what I'm doing. But here's the best news, and this is why you when you go back to what you said earlier, it is really a superpower, and I use it that way because number one, up to 80 to 90% of successful, keyword, successful, keyword, successful people, professionals have admitted to feeling like an imposter at one or more times in their lives. And many, many, many of them, like myself, it's kind of an ongoing thing. It's kind of integrated into who we are, the DNA, right? So successful. So it really it's people who have achieved a certain success, and they either get to a place where they begin to feel very, very, very, very apprehensive, intimidated, they plateau, or they, you know, instead of the continue to go up, they kind of valley, the peaks and valleys. But it's successful people. It's not the people who would be what we would call performance issues that we used to call in, in HR lingo, they feel like they probably are really good, and they're actually not. But successful professionals. So you're in great company. Is my point, 80 to 90% of people, and they're all successful, and they have felt this way. So you've got, you know, it runs the gamut across all industries, all age groups, all lifestyles and all genders. When it was first identified back in the late 70s, it was kind of thing, oh, you know, that's a woman thing. You know, that's a woman thing. And it might have been like a trajectory where, where more females felt that way. But really, I think what it is is more females, or more women, are more apt to admit it.
Pua 17:33
Yeah.
Paul 17:33
Yeah. So it's like, oh yeah. It's like, yeah. Now as a coach, and what I do in with my clients and in companies, I see it pretty much equal between male and female, right? And anything can kind of trigger it. And I learned early on, you know, you and I have had laughs about it around overcoming something, to me, is just fatiguing. It's just, it's like, Oh, I'm gonna take a nap. Overcoming this, and we're gonna climb that mountain, and we're gonna go up those 80s, 80 flights of stairs. Oh, no, thank you. It's not about, for me, overcoming it. It's integrating it. And when you integrate something, when you blend it in, it gets diluted. You know, it's kind of like a, you know, a glass of, like, whatever, you know, you have a glass of wine, or even glasses on and you pour wine. And you pour water in, it gets it gets diluted so it loses its influence, it loses its power, and then you can kind of like, oh, that's, yeah, that's just my imposter syndrome. That's just my imposter voice. Thank you for bringing this up to me, but I've got it, because what it's doing is it kind of wants you even though it's, it's, it's, it's telling you you're fake, you're a fraud, you don't belong. It wants you to stay safe. It doesn't want you to try anything new. And so it's trying to protect you in a roundabout, very negative way, right? And it's like, no, wait a minute, I have this. I can do this. I you know, I can just pivot my feelings. I can reframe my feelings. So I've learned that, yeah.
Pualena 19:10
It's a, the other thing about overcoming something is that feels like you do it, and then you get to move on, and you've, you've done the overcoming, you've done the hard work and it's never coming back.
Paul 19:23
Right.
Pualena 19:24
Whereas, if you, if you've ever had imposter syndrome, it just has different levels where it shows up, right?
Paul 19:30
Oh, absolutely, absolutely. Think about, like, our nutrition, right? What do we do? What do so many people do, including myself, in the past? We diet. I gotta lose weight, so I'm going to cut out bread, and I'm going to cut out cookies, I'm going to cut out sugar, and that might all be good. I'm not. I'm not. I don't want to discount that. But what do we do? We cut something out, and then we lose the weight many times. So we've overcome the the weight issue, or the obesity issue, or whatever it is. Yes, but we had to do it by cutting something out. And then guess what probably happened a little bit later, right? We go back to a certain rhythm, or we go back to old behavior, or we go back to whatever it might be, and then we inch back up again, you know, in weight or whatever it might be, whereas, when you look at your whole body, your whole system, all of this, right? And you begin to say, wait a minute, it's not. It's not just about cutting something out, which still might you might want to do. It's integrating new practices. It's integrating new thoughts. It's integrating a new way of looking at myself that will nurture and nourish and take care of myself and still give me what I want out of life, if I want tasty treats or or or cotton candy and or whatever it might be, right? But what you do is you look at a whole your whole body as a whole nutritional system. And that's, that's really important, because then you create a new lifestyle for yourself with habits and practices. That's what I do with the imposter piece. I don't cut it out, because guess what, if I cut it out, it's going to come back and it will, it will. But now I know what to do with it. Now I know what to do with it. And instead of like avoiding it or creating friction, I like to always create flow. So I was like, what? How do you how do you make something feel good? You give it gratitude. And that's what I do. I just say thank you, and it immediately like it just will, it, and sometimes, you know, it might be a real big imposter piece, it's going on. So it might take a few thank yous or or, or something for me to finesse that. But I have learned through the years, it's like it's, it's, it's one way to dilute it, and you begin to integrate it into who you are, becomes part of your DNA. But it doesn't prevent me from doing things. I don't avoid it. I don't have conflict around it. And in fact, if anything it is, it has helped me grow. It helps me flourish. It helps me say, Wow, when I hear my imposter thought or my imposter voice, it means I'm doing something new. It means I am stepping out of my comfort circle or my comfort zone, and I'm doing something new. And that's right there. A lot to be thankful for, a lot to have gratitude for, a lot to be inspired about.
Pualena 22:24
That's the safety you create, and I think it's a different safety than the one that keeps us in our status quo and in our comfort zone. You're allowing a space that feels scary to be safe, and this villain right, that we kind of, I'm just going to leave imposter syndrome home. I don't need to deal with that. Like, get it out of my life. You buy it a plane ticket, and you're like, come on, let's go.
Paul 22:51
Let's go. Grab the backpack, grab the you know, and go. What you're talking about, and I appreciate what you said. What you're talking about is when you try to stay in your comfort zone or comfort circle. You're it's based on fear, based on fear. So the imposter syndrome is feeding the fear. It's perpetuating the fear. It's creating that algorithm of fear. But when you're looking at it from a standpoint of gratitude inspiration, let's figure this out. Wow. This is kind of a weird feeling, or a neat feeling, or a new feeling. You don't have to love it, but you give it some gratitude. It's based on growth. It's based on growth because I want to continue doing this, you know, I want to continue to, you know, develop, evolve and grow. And, you know, there's a the adage we've heard, right is fake it till you make it. Fake it till you make it. Fake it till you make it. Yeah, I've done that. I probably stood in front of people and faked it until I made it right. Or, you know, we do things in life where we just, like, try stuff out, and we're kind of faking it. But I finesse that now, because I think faking it only adds to the superficiality, the artificiality of something of our thoughts of our behavior. So I like to say, face it till you make it. So that's what I do with imposter syndrome. I'm facing it. It's like, I'm facing imposter syndrome. It's like, okay, facing it. And I'm just going to continue to make it, whatever that is. Some days it'll be more successful than others. That's okay, that's cool. But I'm facing it until you make it. And I've learned that, and I it's one thing to say it, but, but, but to actually put that into practice. And I've done that, you know, I've had times where I just have been on a stage with at a, you know, speaking at a conference, or even in a one on one meeting, or even in with family, friends or relationships, and it's like, gotta face this right now. I want to, like, bring this in, whatever it is, right? Because you're facing it, and then, and then, what does that do? That kind of opens things up and more, nine times out of 10, if not more, we're going to grow from that, and we're going to move forward. And it goes back to moving off that intention Island and taking action and so forth. Because if you don't take action, you're just going to sit and swirl. It's like those little, when I was a kid, I was child with 70s, right? And there's this little, these little game is, like called sit and spin. And it was a commercial on TV, and these little kids would sit on this like, kind of like circle thing, and they go sit and spin, sit and spin, and they would just spin around. These kids would be spinning around. What you didn't see was when they threw up afterwards, right? But it was like, that's what we would do if we don't face something, we're just going to sit and spin, and we're going to spin in drama. We're going to spin in darkness. We're going to spin in negativity, or at the very least, we're just going to spin and not go anywhere, and then get dizzy from that, and then have to rest, and then get back up and do it again, like throw the sit and spin out, move forward by taking some steps.
Pualena 25:58
It reminds me of that, that motion versus action framework is that atomic habits, where it's like, if you're in motion, if you're sitting and spinning, you're you're in motion, you feel like you might be productive.
Paul 26:10
Exactly.
Paul 26:11
You're, you're doing something.
Paul 26:15
Exactly. But are you really accomplishing anything.
Pualena 26:17
Exactly.
Paul 26:18
Are you moving ahead? Are you aligned with what you you should be doing with your plan? Do you have a plan all those things? It's kind of like, to your point, yeah, it's, it's, it's, you know, when we talk about, like, from Atomic Habits and a lot of those incredibly beautiful books around around prioritization and managing, sort of your priorities, your decision making, your resources, which, of course, includes time and everything. There's a lot of people that are just busy. They're just busy. They're just busy all the time. He's busy, busy, busy, busy, busy. And they think that they're, you know, oh, I'm just, I got this going. I got this, oh my gosh. I got so much to do. Oh, I get that. And they're just busy, but they're not really accomplishing anything. They're just, you know, they're doing a proverbial spin, but they're so busy that they're kind of hiding behind the busyness, right? And they think that they're accomplishing stuff. And it's not up for me to say if they are or not, you know, I don't know. But when they come to me as a as, you know, and I'm working with them as a coach, you know, I we take, we take that, and I decode all that, I deconstruct that. It's kind of like I've sat with people before in organizations, you know, and they're, they're at their, you know, they got their laptop open in front of them, or whatever, and then you hear the email, ding, ding, ding, ding, ding, ding, ding, ding, ding, ding, you know, it's like, Why do you have that on? Does that just make you feel good that you're just getting pinged all this time with these little notes, excuse me, or then they'll sit there. Oh, excuse me. Just a moment. I gotta answer excuse you know. And they get lost in all of that, and in the moment with me as a coach, they're doing that. They're swirling, they're sitting and spinning. They're like, you know, they're busy because it might make them feel good, it might feed the ego. It might make them you know, I am so needed. Here. I am so needed. I do have to tell you what color of napkins we need for the party tomorrow. I am just so needed. And in fact, you know, when we deconstruct that there's ways in which you're it's really not It's not feeding you the right way. It's not nourishing you. It's kind of like just eating a bunch of sugar or eating a bunch of something that's not going to feed you and nourish you at all, and you're going to have a really deep coming down from that fall.
Pualena 28:32
But in the moment, it tastes great, and in the moment you feel full.
Paul 28:37
Yep, right, exactly. And then guess what? You just and you do it. And then you, and then you, you have that, that that sugar low, or whatever it is. And then guess, what do you do again? Because you feel that, okay, here I go. Gonna do it again. You get into that cycle. And we do it because it's all controlled up here by our thoughts. And if our thoughts are reactive, all the time of which we live in, a very reactive society, very reactive world. Hello social media. Digital technology. Social media is fueled based on reaction, likes, shares, snaps, whatever it might be, it's views, it's all reaction. And so we get into that, but we're not necessarily being responsive and in a very deliberate way. And we can get caught in this reactionary piece, and before you know it, we are caught in this cycle. And I'm not saying you can't be successful with that, because that still can happen. But are you truly living the life you want to live? Are you are you truly accomplishing what you really want to accomplish, I like to say, are you living the life? Are you living a life worth dying for? Are you really like living that life? Because we are only here for just a nanosecond, and are you really living that life? You're not waiting till you get to be 30, 40, 50, 6070, before you live your life, are you living it right now? Because you can, you can.
Pualena 30:07
What would you tell someone who says, You know what? I'm going to be honest with you, I'm not, but I've worked so hard to get to where I am, and I just don't feel like I don't want that to be for nothing.
Paul 30:18
Yeah, I hear that actually it's not, it's not an uncommon. It's perfectly valid. Because what you're talking about there is somebody wants to know that they mattered. Somebody wants to know that they are building or authoring a legacy of who they are that impacts themselves and others, whatever, whoever others are that community, right? So what I do with that is we take a step back, you know, we take a step back and and talk about what really matters to them. What does that, what does that impact and influence look like and feel like? What do they have now? So there's usually gaps between what they have now and what they actually want as it pertains to mattering and impact and inspiring and all those things. And then we talk about, what little baby steps do you need to get there? It's not about, you know, sometimes I think there's a misnomer that people feel like I've got to leave my job, or I have to find a new job, or I can't, you know, or I have to have this huge, huge, huge transformation in life to get, to get to something, you can just have little breaks, you know, little, literally, just, you know, little little blemishes of openings in yourself that will allow you in to Create, to your point, that safe environment where you look at yourself and say, you know, I've worked really hard to get here. I don't want to give that up yet. I enjoy it. I'm inspired by it. I you know, I've got a mortgage, and I've got kids to feed and colleges or myself, you know. And I love those Twinkies. So it's like, that's all great, but if that's not adding to who you are in life and your legacy and the impact, let's take a step back and figure out what we need to do around that. It doesn't mean you have to leave where you're at. Doesn't mean you have to give up the relationships. It doesn't mean you have to do a lot of things differently. It starts with what you think, and it's usually limiting beliefs that come into play. We all have those. I'm not this, I'm this, I'm this, I'm not this, you know, I've never been good at this, that, that, whatever those limiting beliefs are, you know, we, more than likely, we've had some of them since childhood, since young adulthood, since adulthood, since yesterday. And I'm not as concerned about what they are, what they're not, or anything, because it's like, once you understand what a limiting belief is, you can do anything about it. So the key is acknowledging what they are. I had a client the other day. I had, this is one of my posts on social media with their permission, but I had a client, you know, the other day, a few weeks ago, say, oh, client was really frustrated. And they said, I just don't have the courage to live the life I want. Whoa. And I was like, and, you know, they kind of were going to move on from that statement. I said, Oh, coaches, stop here. This is the hand I want to thank you. I want you to thank yourself. Why? Why? Why? You know they were like, why they were in a very kind of, like, frenetic, reactive mode, I said because you just acknowledged a limiting belief out loud. And they stopped for a second, and really kind of took that in and took a breath before they started going on to the next, next. And we talked about that. We talked about, like, whoa. And then we talked about, what do you mean? You don't have the courage. Everybody has courage. It's like, everybody has time. It's what we do with it. You know, it's like, it's like, of course you have courage, of course, you know, of course we have time, you know, of course we have air, of course we can breathe, you know, it's like, hello, it's what you do with it. It's how you use it. It's how you reveal that muscle. It's how you develop it. And we talk much more in depth around that. And they were just, they were, they were in, you know, they just were like, Whoa, you know, because they thought courage had to be something like jumping out of a plane, right? Like, you know, you know, the parachute or bungee jumping or something that was like dramatic. It's like courage could be thinking something different. Bingo, thinking something different doesn't require in that moment, necessarily, action. It can lead to something but we start small. And, and that's, you know, I thought that. And, you know, it was a wonderful, wonderful reminder to me as a coach to kind of work through that, but to acknowledge what our limiting beliefs can be, whatever they are, and they usually show up. You know, in that way, we're lacking something. You know, it comes from. Fear comes from lack, and we all have everything we need to be successful.
Pualena 35:06
Gosh, I really needed to hear this, both for myself and also so in the work that we do, building websites for people, brands, all of that, there is often a big reveal. There is often this pinnacle moment where this thing that you've been building and working on and visioning for so long, even before you hire us, and right before that happens, people tend to, you know, we have five pages we built on a website. We've gone through a few rounds of revisions. People are talking, you know, we're going back and forth, Okay, final approval. Here we go. The big releases, big launch is tomorrow, and all of a sudden, overnight, I will wake up with emails and chats and of all the reasons why it's not ready yet. Yeah, and I've always said, you know, that's that's limiting beliefs that we're working through, and it's that kind of like fear of the next level, and like, I get it when I see it in other people, seeing it in myself is another story, which is why we have people like you. But I never once thought about having a conversation around allowing the person to see it, talk about it, admit it, look at it, welcome it, have gratitude for it, and then allow it to exist as we launch. Yeah, that is huge.
Paul 36:32
Well, that's a beautiful insight you just had around that. That's an incredible insight. Because what you do you and your team do you are mirroring back that person to them. So, so, so, so it's a different kind of mirror, but if you think about it, it's what, it's who they are and what they do to the world, yeah, and of course, if they're coming from a place of vulnerability and or fear, already, they're going to have some hesitation, some resistance. And if they aren't coming from a place of vulnerability or fear, it might all of a sudden just trigger that right then, because you, you are you, you are unveiling something that is like, Oh no, I'm not ready for this. I'm not ready to put this out there yet. I'm not and that that follows in with I'm not good enough. I'm not not this. I'm not that. It's part of our imposter piece. It's part of what we call our saboteurs, what we some people call saboteurs. Some people call a gremlin. Some people call the inner critic. You know, we all because we judge, and it's like, well, who are you to put this out? This is not you. What are you doing here? No, no, you're not even done yet. Oh my gosh, you can't do that. No, what is this? That's too colorful. That's not who you are, whatever it might be. But the work that you do is so intimate. It's not website design. It's nothing like that. You are designing them from within, and that's what you need to sort of, you know, that's what you need to maybe pull from them a little bit more to say as we go through this, it's not just this separateness over here, because you're not, and I know this for a fact, because, because you've designed my site and you you have an intimacy that you bring to the to the design methodology and the design process now that you know, and to be honest with you, some, some, Some, some digital firms don't do that, but you do. So you get in and get to know us, which even makes it more intimate, right, and more vulnerable. So, so with that, it's like, but, but, but that's what you're doing. You're not designing the site over here that is going to live over here. And it's like, you know whatever, you're designing something that's going to live within here, because you've gotten to know that person, that that whoever that individual is, and for them to know that beforehand, why even bring them along? Because you want to enroll them in that whole journey around that. And then you'll have people to your point. You have people like, Yeah, bring it on. You know, this is right. I'm ready for this to do, because that's where they're at. But you're absolutely right, because the way that you work and the product that you end up creating, it's, it's, it's, it's them, it's an extension of them, but it comes from here.
Pualena 39:37
Wow. Things happen that we don't expect, much like our work together, right? You have this incredible book, Find Your Voice as a Leader. We can talk about that, and it's, there it is, and that, that blue, that gold, that bold text that is one of your brands. And. Through working together, we actually discovered a second brand that you have that's quite different. It's all under Paul and Larsen. There is that it feels, it feels kind of like it appeals to corporate. And then there's a brand that I feel like is reflecting that part of Paul that is inclusive and gentle and welcoming and safe and provides a space for growth that has this very playful aspect with the illustrations and the colors and so that that journey in that process with you has been really interesting too, because you do have different roles in different spaces that you show up in, and all of them are valuable, and it's a beautiful example of allowing yourself to be in all of those spaces at the same time under the same brand. And I think people feel so pressured to make decisions. I must have only three colors. I must use this everywhere, right? What has that been like for you in those different spaces and different roles that you have?
Paul 41:06
Well, that's a really great insight, and you're absolutely right. So when I left the corporate world, I was my final corporate gig was at Adobe Technologies, great company grew, wonderful company, and I left in 2009 because I, I, you know, I and it wasn't like I was going to go to another company. I knew I needed to do something else, right? I needed to, like, go into, like, figure something else out. But after 30 plus years in the corporate world, these colors, this font, the word leader. Can you make it any bigger, right? But you're absolutely right. It was bold. So I knew that. And it was great. I enjoyed it. It was, it was my inspiration. I loved working with with people across across all different industries and organizations and so forth. But then I knew, you know, probably from 2009 to about 20, maybe 15 or so, I begin to think, you know what? There's more. I got more here. And it's not more of this, necessarily. This is great, and I enjoy it, and I love it, but I got a whole nother side to kind of open up here, like, expand. That's my word. I can expand, you know, and you're absolutely right, there's, it was like, I wasn't sure what. It's kind of a playfulness. I was like, let's try this out. Let's try that out. And I started small around that, around kind of, you know, trying out, like, little different, you know, different projects or programs, um, and then when we met, it was, you sort of tapped into that, because when we met, and I had, I had migrated to Kajabi, which then allowed, you know, it's like, it's so huge, and it's so overwhelming. Somebody said that in an email yesterday. It was really cool, I thought, and very spot on your message. I didn't even know what to do. And so that's where you and I met, and when you designed my site, by thinking, by talking to me, by getting to know me, by understanding my you know, kind of where my strengths were, and what my triggers were, and all those things you unleash that piece through…that's why what you do is so critically important. And you unleashed that playfulness you saw, that you saw the frivolity, you saw the colors that that are behind me here, that that I, you know, I moved from the traditional kind of library, you know, like, Oh, he's got all these books. Oh, yeah, he does. You know, I was like, wow, I got all these books, and I got the whatever I have up there, right? Seen that background of oil, right, exactly. And I went to this, and it was like, I just opened myself up. And you opened me up with with the site and but more importantly, you opened me up with the artistry. This is the science of what we do, and science is absolutely needed. It's the checklist, it's the questions, it's the protocol, it's the algorithm, it's the policy, it's the thesis, it's, it's, it's everything that we do, Paul, Paul, you've got, you've got this down. It's everything, and we can be successful with that, just stopping with that, but I knew that there was an artistry that I had, and that's this, that's the heart, and to open that up more, to expand that. Because, again, we all have it. We all have it. It's just a matter of how it shows up, how we demonstrate it. You know, we all have it, and it's just like to expand that. And so that's what you enrolled with me on my site. And you kind of pull that out of me, and then that playfulness just started to kind of like snowball so to speak, you know. And it was like, Okay, let me try this. Let me try that. Let's see what this works. Pretty soon I'm trying out different things. Some may work, some may not. So what? It’s that curiosity of trying stuff out, that creativity of trying something out, and that courage to have at it, and it's and it's just fun. It's just like a fun adventure. It's just like this, this, this, this wonderful, wonderful, wonderful sort of journey. And remember, I've had to learn this myself. Any kind of transformation that we want as an individual, for ourselves, has to occur in the journey. It doesn't occur when we get there. It doesn't occur when we get there or here. It occurs in the journey. I always tell people that you're seeking, let's say, development, growth, and you're looking for a coach. You're not buying, quote, unquote, a coach. You're not buying me. You're not buying coaching. You know, even though the you know, the all that is, is part of a product, you're buying the transformation. You're buying what, what's gonna what's gonna enrich you. And that's exactly what, when you talk about that playfulness, that trying things out, the color, and that kind of and you say it's the other side of Paul, but in a sense, it's all of me, all of me. And to be true to that, as much as I'm true to this, to blend them together, the art and science. Because, you know, in coaching, I don't just coach someone to some somebody at work. I'm coaching their life. Yeah, you know, it's like, I'm not to say, okay, when you're at work between eight and five or whatever the hours are, right? It's probably like six to six now, but when you're at work, we're only going to coach that, like what? No , it's, you're the person. I'm coaching the whole person and whatever they experience in their lives. And that's the key. That's the key. And I think, yeah, that's what I love about that's why what you do is you are enrolling people in that as well, and you are potentially bringing out another side to them that they may not even know, and that's why they also hit resistance, or why they also hit vulnerability, or why they also hit fear. And for me, when you did it, remember, I remember, Oh, my God, this is, like, incredible this website. There's like, all this wonderful animation and all these people on there. It's like, you know, like, hello. It's like, but before that, all the sites I had had were fine, but you, you touched on a lot about who I am, because you understood that. And you and I, you know, had had that wonderful conversations. So, yeah, I and that's what life's about. You know, that's how we can serve each other, by understanding that, because it goes beyond just our occupation, our position.
Pualena 47:50
And you are walking your talk, you are, you have integrated beautifully the various sides of your business. You have so many ways that you serve people now you have a killer social media, videos, you've got really great you know, they're bite sized, digestible pieces that are they're really impactful. Like, sometimes I'm like, oh my god, I needed that today, right? Like, that's that. That's what I hope to create in the world. Are these spaces where people just get what they need. Like, I there used to be this, this trend on Instagram, someone would say, like, take what you need today, and they would put little, little things that you could tap on. I forgot about that. That was cool. I kind of want to visit that. But I think that's what you offer with your content. So you've got, you know, this beautiful resource of free content that people can just go and and take little, little motivational snacks from your feed.
Paul 48:48
I like that. They’re little, I love that. They're, they're little coaching moments, they're little motivational nuggets. They're a little, I love, I'm a snacker. I love snacks, all kinds of snacks. So I love it. There's little snack bite size, because they are because that's how I that's how I learn, that's how I grow, that's that's how I am. You and I've had discussions on this. I'm not going to do a huge, big, long thing, you know, whatever that long thing is, like a co… a huge course, not right now, who knows what tomorrow and the next year, but right now, I want nuggets, because that's what I need, that's what I want. And it gets you thinking a guy, you say, Oh yeah, I agree with that. Oh no, I don't agree with that. Wait a minute. What's he saying? Great. It's provoking, or it's another way to think of something, or whatever it might be, that's what I love. And, yeah, you're absolutely right. I bring that in as we're talking, I want to make sure, I want folks to know that, you know, I use a lot of like, what we call positive affirmations in life. Anything we tell ourselves is an affirmation.
Pualena 49:51
Tell us about the affirmations.
Paul 49:52
Yeah. So I created, so I use the affirmations a lot, positive affirmations, kind of realistic affirmations. Uh, especially on things I want to manifest. I'm not a huge journaler. I don't sit and write a thesis every morning. I know people are wonderfully into that. I just like to kind of think a few things and ground myself. I take maybe three to five minutes, really. But I started looking at all this, gosh, I got a lot of this stuff, and people were asking me about it. So I compiled it, and I created this my Daily Affirmation Handbook. It's a simple kind of PDF. It's about 60 plus pages, but it offers like, 365 affirmations, plus a lot of wonderful kind of content that you about, about how to use them and so forth. So I'm offering that as a gift for everybody. So I'll send you the link. You know, you can, you can make sure it's in the show notes or whatever, and just go, go to that link and then get, get my handbook on that, and I'm, I'm so inspired to be able to share that. And if it helps people, that's even, even better, right? But, but it has. It's a way for me to give back. It's just a way for me to say, this is what has worked for me. It may or may not work for you. I understand that. I'm not everyone's cup of tea. You know? I'm not, you know, that's okay, and that's okay. It's okay for us to understand that, but I want to be able to go forward and provide people with maybe some tools or practices that they might need. And that's where that comes from. That's where to your point, the coaching moments come from. I'm starting a new thing that'll be out probably in May, or, yeah, probably a little bit later in May. But affirmation moments, you know, and again, thinking about affirmations and what they mean, and how do we finesse them? And what if we're, what if I'm sitting there saying, You're so stupid, Paul, you're so stupid. That's an affirmation.
Pualena 51:38
It sounds crazy and silly when we say it. But how many times do you sit there like, I'm like, this is, how is this so hard?
Paul 51:44
How could I be so dumb? Oh, God, how could I be so dumb?
Pualena 51:47
Yeah, and you you start to kind of reinforce those thoughts.
Paul 51:52
You absolutely do. And so I go through kind of an exercise myself, because I do it. I go through an exercise myself around reframing, those just finessing, those slightly pivoting, those. I'm human, so I feel I have the gamut of emotions. I feel angry at people, I judge people, I compare myself to people. I'm discouraged, disappointed, mad, I'm sad, but then I'm also all the other stuff, inspired, happy, content, fulfilled, you know, excited, all those things, because we are an emotional machine. So it's using the intelligence of our emotions. How do we use that, you know, the old emotional intelligence, but it's really like, Oh, wow. Okay, I'm sad. What does that mean? I'm sad, and that doesn't mean in 10 minutes, I'm going to be completely happy, probably not, but I can move in a certain way and begin to feel a little less sad or a little less angry or a little less despondent, whatever it might be, doesn't mean that I'm going to go a 180 Oh, I'm happy. Now we know that’s nuts, it doesn't stick. It's not right? It's not it's that's more faking it right? Now I want to face it till I make it, and then I just want to kind of move a little bit forward and stuff. So that's what affirmations do for me. And I know sometimes they get a bad rap. People like, oh, they just go around and, you know, you're just going around talking about how good people are. Well, I think they are good, but that's not it. It goes beyond the little posters on the on the wall or the little laminated cards or something. It's what you feel here. And if you just say affirmations, and they just stay here, it's the science you got. That's the script. Okay, good. But you gotta, you got to feel it here, and that's what I do. So I'll be sharing those out too for folks. You know, if they want that awesome.
Pualena 53:48
It’s a phenomenal resource. Definitely grab the link in the show notes and download that handbook, connect with Paul and grab those, those little, bite sized coaching moments. They're so good, they're beautifully edited. And you also have a course and some coaching options.
Paul 54:07
That's right. So I'm, I'm launching, I'll be launching the Imposter Syndrome course, kind of making imposter syndrome your, your superpower, and I that's going to be available to folks, and it's a it's a combination of short nuggets of learning, and then with an imposter syndrome assessment, which I've created, and then, and then a workbook on how to hack your imposter code, 50 ways in which you can do this. So it's kind of, it's a wonderful course, because it has kind of a little bit of everything. And the best part, it's not long. It's not like, oh my god, I gotta, okay, take module one today.
Pualena 54:50
Yeah, it’s so good. And you buy it, you own it. And every time you feel like you're having some sort of imposter syndrome coming up for you, you can just dive in and. And re-experience that course in whatever way that that you need to in that moment, it's so good, it's so good.
Paul 55:07
And that everyone that buys the course that I'm gonna, you know, it'll be a very, very approachable, uh, approachable investment for folks. Anyone that buys that course, purchases that course, they get lifetime access. You know, lifetime access. We'll get a coaching session with me. So some of you might think, oh, big deal. There's my imposter voice right there. Do you see how that worked? Do you see what I just did there? Yeah, I was not. That was not planned, by the way. So I come out with, like, a coaching session with Paul, right? If you want one, right? It's part of, it's part of the package. Oh, valuable, yeah. But then I just diluted it by saying, Oh, you might not want it. You're gonna want it because I'm gonna want to talk to you. You might want to talk to me. I’m gonna want to listen. So I look forward to that. But irregardless how people experience me, feel free to always ping me. I'm open. People send me emails. For the most part, it's conventional emails is the best way. Although I'm on, I'm on Insta, Facebook Business, LinkedIn and x, but you can see you can find me there, but just send me a message. How you doing? You know, I'm all I just love kind of building that community all over the world. So don't hesitate to ever reach out like that.
Pualena 56:25
Paul Larsen, you are a unicorn of a human for what you do in the world. I'm so grateful to know you. If you're not, if you're just listening to the audio. Paul has these cards that he uses on his his zoom calls, and he’s holding them up…
Paul 56:39
Mind blowing. It's mind blowing.
Pualena 56:43
You really, I think need to sell, like, a pack of those, those cards.
Paul 56:46
I know they, you know, they're really fun. They're just, like, on a little, like, popsicle stick, right? And they're just, and I, you know, I need to make more, right? I need to make more. I need to make them maybe a little bit more conducive to, you know, to what you and I talk about all the time, right? So it's great, but yeah, died like that. Life, yeah, life's too short. We're all here for a second. We gotta have, you know, we all we have is right now. I don't have I don't have next hour, I don't have yesterday, or even when we started this podcast about an hour ago, I don't have that, it’s gone. All we have is right now, and so don't waste it. Live it, you know, enroll in it and but be present, because there are people that don't have that anymore. There are people that we woke up today. All your listeners and audience woke up today. Some people didn't, and I don't mean to be so dramatic, but it's true, and it's like, gosh, just we have just right now, and just be so fulfilled with that and inspired, and just go out and, you know, be kind, but be kind to yourself first.
Pualena 58:02
That is the perfect note to end on. Thank you so much for being here, Paul.
Paul 58:06
Oh, thank you, Pua. Beautiful. Thank you.
In this eye-opening episode, Ryan Chute joins Pualena to explore what it really takes to stand out in today’s crowded business landscape. From infamous to influential, Ryan shares his journey from a transactional sales mindset to leading a nine-figure branding agency. He emphasizes the power of clarity in communication, encouraging businesses to boldly stand for their values and choose who to lose in order to attract their ideal customers. With sharp wit and real-world examples, Ryan breaks down how aligning your messaging with your values and customers’ identities is the secret to long-term success.
Throughout the conversation, Ryan unpacks the vital shift from hard sales to persuasive storytelling, urging businesses to focus on creating value, trust, and identity-driven loyalty. Learn how to make a lasting impression on customers by delivering experiences that engage oxytocin responses over dopamine hits and how to foster relationships that last far beyond the first sale. If you’re ready to ditch transactional tactics and start communicating with intention, this episode is your blueprint to get started.
About Ryan Chute
Ryan Chute is the leader of an 8-figure creative consulting agency within the Wizard of Ads® group, where he helps ambitious Residential Home Service Contractors and Professional Service Companies scale their revenue by 4 to 10 times through brand-forward sales and marketing strategies. His expertise lies in eliminating friction and aligning story, experience, and culture to accelerate profitable growth.
Ryan’s journey to leadership wasn’t linear. He began his career in the high-pressure, transactional world of retail and automotive—environments rife with questionable practices, toxic leadership, and fear-based management. Like many, he mirrored what he saw, becoming a capable manager but, by his own account, a poor leader. A pivotal moment came when he was fired for toxic behavior. That experience led to an awakening and a fundamental shift in how he viewed leadership, accountability, and growth.
In November 2015, at the age of 40, Ryan was introduced to a transformative concept by his Wizard Partner, Ray Seggern: the power of Story, Experience, and Culture. It clicked. He realized that a company’s brand is an expression of its internal culture—and when that culture is thriving, it naturally extends into an exceptional buying experience.
Today, Ryan helps business owners create legendary brands by removing hidden sources of friction in their businesses, enabling teams to sell more easily and buyers to purchase with confidence. His work is built on the belief that when companies protect and nurture a happy, healthy, and wealthy culture, everything else follows—including lasting growth and meaningful impact.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Ryan Chute | Wizard of Ads:
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Transcript
Ryan 00:00
That is also the reality of branding, because you have to choose who to lose. The price of clarity is the potential of offending someone, and there's always somebody that's going to be offended when you connect with the people that you're trying to connect with. You don't need to target people in a lot of your marketing channels. You just need to say the things that would resonate with the people you want.
Pualena 00:25
Infamous countdown to the infamous Ryan Chute. Welcome to the podcast.
Ryan 00:32
Thank you. Thank you. I appreciate it. I love being infamous. Infamous is still famous. I'm just saying.
Pualena 00:38
It is. What's the difference?
Ryan 00:41
Well one's like, like the villain and one's the hero,
Pualena 00:45
Really?
Ryan 00:46
Yeah.
Pualena 00:47
You're kidding. Have I been using it wrong all my life?
Ryan 00:49
Well, it really depends on how you see me. By the end of this, I might, in fact, be the most infamous.
Pualena 00:57
Well, now I'm excited. Let's just, let's just dig in so I can decide which one you are.
Ryan 1:03
That's it. You never know.
Pualena 1:05
Incredible. Well. You do have an air of mystery and magic with your brand and the results that you get for your clients. So I would love to hear. Who are you? What do you do? What is your business? How did you get here? All of the things?
Ryan 01:20
Well, you know, you got to be a special kind of weirdo to call yourself a wizard in the first place. Let's, let's start with that. And it really, it really just goes downhill from there. Believing in better communication is often the reality of most people. But it wasn't until 2015 that I really realized that I was so transactional in the way that I was thinking. I was so survival mode thinking and so fixed. You know, I wanted so much I want. I'm ambitious and smart and and all the things that you need to be to kind of get the job done. But I was getting in my own damn way. And when I realized what was causing that it was a real, you know, game changer. It was a real changing point and a transformational moment where I said leaning into the bigger picture and how we connect with people on a more relational way and in a more abundant way, a more thriving way, opens up opportunity that you don't think you can open up. I had made a lot of money. I was really, really successful in sales. I was transactional seller and and doing transactional marketing, lots of offers, discounts, and all of those things grew up in retail, so it was pretty rough and tumble, lots of friction, lots of toxicity, all the kind of normal stuff that you that you kind of experience in high pressure, high performance sales environments, and that's what you know. And you act the way you know, and you think you're doing the best that you can and doing what's right. And then you get fired, like I did, and you're like, I'm crushing it here, and you're firing me. I don't understand, like, what's going on. So that was a big game changer for me. Today. I'm blessed. I run a nine figure agency, and we chase down all kinds of huge opportunities for clients to go from name recognize good brands, good operators, and turn them into brand names, into household names. And it makes a huge difference. And the biggest difference is in the operations that are already doing great. It's in the messaging that we wrap around it and to stop thinking of it so transactionally,
Pualena 03:40
That is so needed. And it's interesting because we think about sales, and we're like, I want to, it like it is a such a transactional mindset, of like, how do you get A into the hands of Person B, and then they give you their money, and that is just sale. And I think a lot of people think about like, I don't want to be salesy, and therefore I shall not sell my products or services, right, period. What can you share with us about shifting that mindset from feeling salesy or that being like a necessary evil in our business to being something that is enjoyable and worthwhile and also crucial to building an actual business that's profitable.
Ryan 04:29
Well, let's, let's, let's remove the word sale and all of the negativity that comes with the word sale, and replace it with the word persuasive and and everyone wants to be persuasive, right? Whether they're trying to convince that pretty girl to go on a date with them, or they're trying to convince their kid to do that thing, or they're trying to convince a class of students to buy into this math equation, or this, you know, this notion of God, or any other situation, we're always selling people something, but we don't have to call it sales. We just have to talk about creating an environment of value. And the real question ends up being, what do I actually bring to the table that is valuable? And this is a huge gap. This is a monstrous gap in this universe. People think that I bring value when I do the stuff that everyone does right? And that's a baseline of value that no one values, because everyone can do that. What people truly value are the things that come with sacrifice, with consequence, with self imposed consequence, when you don't do what's promised, that comes with suffering to some extent, right? Think about it this way. My favorite analogy around this is justice and mercy. We agree that both of these are equally true, right? They're valid, they're relevant, they're important. But it really depends on which side of the table you're sitting on, right? If you're sitting on the side of the table of the accused murderer, you want mercy. And, of course, if you're the victim's family, you want justice. But what happens when the victim's family murders the murderer? Tables are turned, right?
Pualena 06:10
You are a wizard, go on.
Ryan 06:12
And, and this is the fundamental definition between the two, the people that we are so taken aback by are the people who are the victims family that want mercy, right, and the and the accused murderer who wants to justice. Those are like, wow, that that's the hard thing to do. Well, what if we transferred that into our businesses, right? When the customer feels a certain way about a certain thing. Most of the time, a manager is going to make the decision of what's going to not hurt the business the most, which means you don't really stand for anything. These are like the stars in the sky and all the constellations they move around. The alternative to that is that they've already chosen. That thing was chosen before the situation happened, and I'm going to stick to my North Star. The North Star is the only star in the sky that doesn't move. Well, here's the thing about a North Star. If you're navigating the ocean of life, the North Star is the only thing that's telling you where to go. And if you have only one thing that tells you where to go, then you can go somewhere, and that makes you a leader, because followers don't follow people who aren't going somewhere. You want more followers? Pick your North Star.
Pualena 07:32
So what's an example of this in in your business?
Ryan 07:36
Well, you know, you look at Amazon, their North Star was, we'll return it, we'll refund you. And that changed the retail landscape forever. Broke a lot of retailers, yeah, right, that's a North Star. That's hard, especially since they were an online business. Today, it's infinitely easier than it was. You can go down to Whole Foods and drop off your thing that needs to be returned, right? Five years ago, 10 years ago, you couldn't, but they still did the hard thing, right? The expensive thing, the unnecessary thing, they lost money for 20 years, right? So we look at it and we go, what are the hard things in your business that you can do? What are the things that you stand for? What are the things you stand against? Do you know who else that appeals to besides customers?
Pualena 08:22
Your team, yeah.
Ryan 08:24
Right, your employees. They want to be a part of that. They want to be known for being the on the side of virtue, right? That's attractive. And that's branding in a nutshell, right there.
Pualena 08:40
Wow, I've never thought about it this way. It makes a lot of sense. We talked a little bit earlier. We're like, people are either gonna love me or hate me. I'm like, that's perfect. We want that.
Ryan 08:54
right? That is also the reality of branding, because you have to choose who to lose. The price of clarity is the potential of offending someone. And there's always somebody that's going to be offended when you connect with the people that you're trying to connect with. You don't need to target people in a lot of your marketing channels. You just need to say the things that would resonate with the people you want.
Pualena 09:15
Yeah, wow. Say that again for the people in the back, that is exactly yeah, and I think people are afraid to be in that position, because we don't want to disappoint people.
Ryan 09:28
Well, this is it. We want to be all things to all people. So we're trying to speak to everyone, and in turn, we're speaking to no one, right? Because that message doesn't belong to me. You're not talking to me anymore. You're talking to this ethereal group of people that don't exist in my world, right? And a lot of that world lives in survival mode, right? Pain happens in survival mode. People are trying to hang on to their thriving, you know, entity that you know, their their business, their marriage, their whatever, their job. And it's like, now I can't risk it. I want all of them. Okay, if you want all of them you already lost. You can have most of them. You can have some of them. You can turn a whole bunch of the people that want what you want to choose you, and you can have your disproportionate, unfair share of the pie that is appealed to what you sell, but you're not going to have everyone you're not going to get the whole pie. Stop trying to get get the whole pie. Just start trying to get a bigger piece of somebody else's pie.
Pualena 10:33
Yea, would you consider that niching?
Ryan 10:37
Well, I would. I mean, no no, because it's really define niche. I mean, niche can come in so many different ways, segmenting, niching, personas, archetypes. There's so many different kind of words that are floated out there that are fundamentally nonsense, and that's why people sometimes hate me. It's because they've been preaching this forever, and it really isn't that right? What it is is being better at communicating. It's being better at standing for something. You're not going to be better communicator until you choose what to stand for. That's, that's just kind of the basics, right? Like it's, it's if, until you have chosen who to lose, until you've chosen what you stand for in whatever it is that you're doing, you're never going to communicate better, because you're just saying what everyone's saying. And if you could just replace ABC with 123, company, then you're nothing. You're nothing to anyone. Will you get business? Yes, just enough to convince you to keep going. You want disproportionate success, you have to do something disproportionate.
Pualena 11:47
Tell us more about that communication style or system. Like, what? What would you tell someone who's like, Okay, I've been trying to please everybody because I'm living in this, this space where I'm just holding on to anybody that will listen to me. How might they begin and sort of navigate that shift?
Ryan 12:08
Yeah, they begin exactly where we started the conversation. They begin with, what do I stand for? What do I stand against? How does that fit into how the customer wants to buy I was just I spent a day with an HR company, and they service the trades. They're fantastic at what they do. And three of their packages, they have three main packages were perfectly aligned to how they run their business, completely unaligned with how people want to buy their stuff, and they absolutely capture who they deserve to capture, and they don't capture a whole bunch of people they deserve to capture. And by simply shifting how we package it, how we improve the packaging of what they sell, right not the wrapper around a plastic bottle, but basically that, right? How do we make it so astoundingly easy for the customer to go? Yeah, I want that one. That's how you shift from getting some people to a lot of people, and then you have to kind of consider who you have as a market, right? Some people aren't going to come to you until something external happens. Something has to break first before they can they can act upon it. These are things like hot water tanks and insurance and stuff, external stuff. And then there's stuff that has to happen on some products that are sold internally. Something internally has to break right, figuratively speaking, of course, but sometimes not, like mental…that doesn't have to be severe. But it's like, you know what? I want my ass to look fabulous. I'm going to go buy Lululemon pants, right? And that's the thing that broke, right? What is the thing that's that's tying this all together identity, right? I'm a person who, when they have no hot water, has hot water and goes and solves that problem. I'm a good consumer. I'm a good provider for my family and myself, and I'm going to get the thing done that needs to be done that needs to be done to fix that problem internally. I want my ass to look fabulous in Lululemon pants identity. I equally want something to be fixed that I can elevate my status within myself, within my internal self, within the individuals that I care about most, my in my nearest proximity, my wife, my kids, my co workers, my boss, whatever, or the tribes that I associate with, the community, the church, the business that I'm in. All of this orients to identity. And when we start to realize that all motivations. Internal or external, positive or negative are driven by identity. We can start baking a different cake that's going to be more persuasive, delicious to solving that problem. And the better my cakes, the better my identity within myself, my individuals that I love and and my my greater tribes that I care about.
Pualena 15:22
Hmm, this is fascinating.
Ryan 15:24
Isn’t it?
Pualena 15:25
We are…. it is!
Ryan 15:27
It is I love this stuff. It's so neat.
Pualena 15:29
It's so it's so juicy, and it's such a interesting puzzle to solve, because once this reframe right, it's like, I selling a service that is connected to someone's identity.
Ryan 15:45
Yep.
Pualena 15:46
Then we get to think about, how do we communicate, what we do to drive persuasion, not sales, based on the transformed identity that somebody wants.
Ryan 15:58
Right. And where does that start? It starts within yourself.
Pualena 16:05
Tell me more about that.
Ryan 16:06
Well, how do you identify, right? Like, what do you see yourself as? What do you see yourself providing this universe, even if it's one soul at a time, don't worry about trying to solve everyone's problem. Worry about one human being that you could make a difference in their lives. And just realize that there's more of those people that feel the same way. It's amazing when I sit in a room with somebody like Lisa Nichols, who has 200 people in a room, and she says, Does anyone else feel like Sally feels right now? And like 78 people raise their hand, and you're like, Oh, dang, I'm not alone here. That is your customers. You're solving all of their problems by solving Sally's problem, and you did that by identifying what you care about most. What did you intend when you built this business, when you solved this problem, when you spent time with this beyond what anyone else has spent time with it on right? That's where your true genius lies. That's what Albert Einstein says, who was a true genius. He says, It's not that I'm smarter than other people, he was, but he was humble, and at the end of the day, it's that I spent more time with it than other people, and that's why he was successful in that. And there's so many people in this planet, people that are listening to this podcast that are feeling the exact same way that I have something to contribute. How do I do it in a way that people actually receive what I'm trying to build? Well, start with what you intended, and then tell the world about that in a way that stands for something and sacrifices for others for their benefit. That's where true value lies. What's valuable is what you value, and your value is what you give up for the benefit of others, and they're willing to pay you their money, which is worth more than the thing that you have to give up, right when it's worth less than the thing that you have to give up, they're giving you the money because they're getting something more valuable. It's all about value, but you have to do something valuable first.
Pualena 18:07
Yeah, it makes a lot of sense, because we often are in a space where we have solved a problem and we've gotten so good at solving that problem that we can then provide it as a service to others. And we're here because it was us. We were the ones. I mean, right? You were in sales positions. You had to figure this out. And so when we allow ourselves to connect back with that version of ourselves, essentially talking to ourselves.
Ryan 18:38
Right, right.
Pualena 18:39
Genius.
Ryan 18:40
We’ve often heard people say, be the you know, be the solution that you were looking for, be the leader that you wanted when or needed when you were when you were younger. This is the essence of everything that we're doing already. Just once you become aware of the ingredients you can make a better cake.
Pualena 18:56
Brilliant. So what are those ingredients that you guide people to start to collect and bake into this delicious cake.
Ryan 19:06
You know, I, I'm in the midst of writing that exact book. It's called Frictionless, yeah, this, this is, this is a book about a business owner who really just kind of struggled with getting in his own way. And he got in his own way, being a normal person, doing normal person stuff, his whole life, learning from the people that were around him who taught him those things, and those, those visceral feelings that he had about his previous experiences, is in his genetics and and ultimately, it boils down to a handful of things. There's, there's a dozen things that really do kind of get in your way when you're in business. A few of those things are what we talked about earlier, the motivations, I've monikered it “Harold the Motivation Penguin” for many obvious reasons we I inverted to Yin-Yang symbols and then overlap the positives to really highlight identity being kind of the linchpin to all these things, the internal problems, the external problems. And in every internal problem, there's positive and negative, and any external motivation, there's positive and negative, and all of those things influence us. And what we're really trying to do is just get that barometer right. We're trying to trying to get from negative feelings, right, the cortisol that we feel those bad feelings that pit of our stomachs up to a baseline of happy and then find happiness right when we're meeting and exceeding the KPI of happy, right? And then we can look at things like KPIs and how much, those are nonsense, and how we're chasing all these red herrings that make us feel like we're measuring stuff that matters when most of the time we're interpreting completely the wrong thing. And what we really need to pay more attention to are the actions and behaviors that achieve a KPI. And when we get KPIs right and measure the things that matter, well, then we don't have to be burdened by all the things that make us feel depressed because we didn't get, you know, enough likes off of our you know, YouTube video and whatever the case may be, then we look at, how do we compensate people? Well, do we compensate people in a way that that keeps the demons away and has them operating in the forefront of their prefrontal cortex, where they make the best decisions and have the fullest range of complex thinking, or do we have them always twisting about in survival mode where they make bad decisions and do deceptive and devious things to meet quota based on bad leads that we never took responsibility as leaders for to motivate our staff to do the thing that needs to be done, we just hold them to shitty statistics, right and bad data, right, with insufficient sample sizes and low quality customer base. Because we never actually said the thing that attracted the good customers. We just said transactional nonsense that brought in a warm body that's willing to take something for free if you gave it to them. So when we start to pull apart all of these things, all of these things are the things getting in way of my advertising being successful, right? Because I get paid money to write ads and to build strategies and grow companies, and I only get paid when the company grows. I don't get paid more when they stay stagnant, I get paid less when they go backwards. We bake that right into our business model, because we're not here to not succeed. But the reality is, is that marketing is far too important to be left up to the marketing department. If we don't have sales people who are bought into the vision. If we don't have customers who are willing to buy what the salespeople are selling, then we really don't have anything. We just have shiny words on a pretty font and a nice colored truck wrap or some other silly thing that get us a whole bunch of people to disappoint. And then eventually, it's not the people who don't know you that's a problem. It's the people who do that are choosing not to shop from you.
Pualena 23:02
Wow, that's a powerful statement.
Ryan 23:06
A sad reality of a lot of businesses. You know, there's choice out there.
Pualena 23:12
A lot of times it's not like, I think people will be listening to this and they're like, Oh my God, that's me. And we are well intended. We're just doing what we think we need to do.
Ryan 23:24
We are absolutely and I live that life of good intentions fully and all the way to the gates of hell, right? Because the road is paved with good intentions to the road to hell, right? And it's not because we're bad people, it's because we're not saying it right. We're not doing the things right. It doesn't matter what your intentions are, if, if they're misplaced, you're going to go in the wrong direction, right? And it was a huge moment for me in 2015 and that was just the first moment it took me two years to break through that, figure it out, and then start building a plan to help point others in the in the right direction, to help them get out of their own way, to reach beyond the length of their shadow, so that they could be tall enough to ride the next ride. And that's how you level up.
Pualena 24:14
So 2015 was that a business of yours that you were trying to grow? What was that?
Ryan 24:20
No, I was working for a company, and they had just asked me to take over the Australasia market. We did. We blew that thing up. It was a monster, hugely successful. Visas run out. I'm sitting there going, what am I going to do? How am I going to do this? And they, they, I'm basically back to zero. It's felt like I'd take 10 steps forward and 20 steps backwards, and I was just depressed. I just it was awful, and it just became a culmination of miserable life and realizing that I hadn't lived my fullest potential and was frustrated. Not, they, they're not bad people that I worked for. They they were good folks and and they just ended up creating an environment that was overdone and overplayed and and transactional, and it just didn't fit with me anymore. I had started learning about it, and by 2017 it was like time to do a thing. And and I did.
Pualena 25:19
And how did you decide that this was your path forward?
Ryan 25:23
I was invited by Roy H Williams to become a partner. I didn't even know really what partners were, but I had said, Hey, can we talk literally, three sentence email to him. I'd found his email, and he'd been teaching these classes that I going to for two years now, and he'd gotten to know me, and I'm like, man, I love what you're doing. I just see that there's like, this gap. There's this missing piece here. And the missing piece is that if you don't have a great employee experience, and you don't have it's you're not going to have a good buying experience. And if you don't have a good employee and buying experience, you're going to go flat. You're just like, your branding and marketing is only going to work so far before you before you hit a wall. And he's like, yeah, we see that all the time. Absolute, huge problem. And I thought I was going to do sales training, and then I spent time with some some real mentors of mine, real good sales trainers. Been in the business a long time. They said, Ryan, this is the wall that we continue to hit over and over and over again. And it's that you train these sales guys up to a point where they're completely competent, only to have the manager walk in behind you and disassemble it almost instantly, because they're not the ones following it. They haven't bought into the system of success. So I said, Well, I can't do that. Then I like, it's like that's just going to make me mad, and people don't like me when I'm….including myself. I'm a horrible person. So I said the people that we need to fix here are the people at the top, and those people have to be the champions of the people in the middle who are going to lead, the people in the at the front lines who are going to get the job done. And you start thinking about it the way modern military people think about it, with commander's intent and rules of engagement and flexibility over autocracy. You have to create this ability for people to be successful. We can't box them too far into a corner, because, like Mike Tyson says, everyone's got a plan until they get punched in the mouth, and that's exactly what's happening in sales the moment you step over a threshold, or a customer comes into your shop, or you get a phone call in or an email, you're dealing with the scenario at hand, and that's never going to go as scripted.
Pualena 27:36
I'm just thinking too like, what? What's the plan? When that happens? When it hits the fan, when you're kind of rocked, and you're like, these are all of the things that I thought that this company was built on, and somebody just came in and said that that's not working.
Ryan 27:52
Well. I mean, that's exciting in my world, because, because it's, it's not, a it's not a problem, it's an opportunity, right? It's a it's an opportunity to be better, to stand taller, to stand out, to be 600 feet above the competition. Because, let's face it, the majority of your competitors, probably all of them, haven't thought about that either, right? So good news, you stand for something, they don't. You stand out, you matter, you win, right? Does it happen overnight? No. Trust takes time. Brand is an element of trust, right? No different than me. You're you're going to trust me. The more you spend time with me and understand me, you're going to trust your spouse, your kids, your boss, your teachers, as you start to experience and align or disalign from them and choose whether or not they are your people or not, including yourself. Do you trust yourself, right? How kind are you? Are you treating yourself? All of these things matter, and when we just start to shine a light on it and go, you tell me you know what's going to happen? You start working on your traumas. That's what you're going to start doing. You're going to start figuring out the things that made you the person you are, and come into terms with that stuff. Because we're all living a life of where we came from and how we were built, both externally and biologically, and we lean into that and become better people. It's not going to make us weaker. It's not going to take that, that energy that got us to where we are today gone. It's going to improve things. And we just have to allow ourselves to be vulnerable. We have to have that courage. You can't have vulnerability without courage. Can't have courage without vulnerability,
Pualena 29:40
And it does not, entrepreneurship is not a space for somebody who does not have courage, right?
Ryan 29:48
And frankly, an ambition to win, and a kind of a directional mindset of trying to go somewhere. And the very first thing in the path to going somewhere is. Finding your North Star, right?
Pualena 30:04
This sounds like a win, win, win, win, win, win, and you just have to be willing to do the work and go on the journey. It sounds like a personal transformation, a transformation for your business, your profitability, the joy in which you serve your customers, because you then have people in your space that you actually like and have been looking for all this time.
Ryan 30:31
You do attract those birds of a feather. You do? You know the words you use are, what attract, what you get. If you're just transactional as heck, you're gonna get a whole bunch of transactional people. They're looking for magic bullets and snake oil and all the silly stuff that we deal with. You're starting to see course creators suffer significantly from that fatigue that that companies are putting out there and and course oriented companies like Masterclass and Coursa and whatnot eating their breakfast because they're hitting this this volume play on small, little costs. If we're going to do something of value, understand that the quicker it works, the quicker it's going to stop working right. Those are transactional things. Those are tactical things that satisfy the dopamine of your customer. You absolutely have to get them in, but if you want durability in a customer, you have to switch from dopamine to oxytocin. You have to do things that have them love you, bond with you, get loyal with you. You have to deliver beyond what they expected for them to continue to buy in for the second, third, fourth, fifth purchase, to keep leaning in and buying more. That's where the real money is. Everything that you do up front, if you're trying to build your business off of the one thing that you sell that's the loss leader, effectively, quick, short term, tactical thing that gets them in the door. You've already lost. You're just going to spin your wheels doing a whole bunch of really small stuff your whole life. You have to lean in and create relational stuff that's going to take you to the next level.
Pualena 32:20
Wow. This is huge. So question for you, is there ever an appropriate time to like when you're when you're talking to a cold audience and you're looking for that hook? You know, once they get into your ecosystem, you've got that, you've got everything that they're looking for, they can learn to trust you, but upon entry, do you do you play on one or two hits of dopamine until you can get them in? What does that look like?
Ryan 32:53
There’s no measurable amount of dopamine. People are addicted to dopamine. Do you know that every addiction on the planet is not the addiction itself, but dopamine, right? So everything from adrenaline junkies, which is dopamine, to drugs and everything else in between, is dopamine. So the addiction is dopamine. It's not anything else, and it's not to diminish the vehicle or mechanism that gets it in that has to be addressed, but it is the dopamine, the actual chemical that we're having to deal with. So yes, is dopamine important? Yes, it's the thing that gets people going and gets them in once they're in, the way to get oxytocin into their bloodstream is to do something that you didn't promise. So a lot of people will completely give away everything that they're going to do just to get the person to step into the space.
Pualena 33:48
Oh, guilty, guilty, guilty, guilty. Go on.
Ryan 33:52
Forgetting, forgetting that operationally, you need to deliver 20, 25% of things that they didn't anticipate that they get for free and more of your time, your money, your effort, something of value, monetarily or or through transformation. And when you do that, you are playing chess, not checkers. And the oxytocin is what leads them to product B, C, D, E.
Pualena 34:23
Wow. This reminds me of a story I heard about a trust bank where, like, if you are able to deliver on things, as you said, unpromised in the beginning, and continue to build that trust through consistency and delivery of quality and just being a good person and helping them to achieve the goals that they're looking to achieve and more that trust bank gets more and more full, and they're more and more likely to stay, to come back, to refer their friends.
Ryan 34:56
So what we're talking about is loyalty. I like to call it the “Loyalty Bank.” It's based off of Jim Camp's work. Jim Camp is a master negotiator, and really orients his strategy around getting people oriented to the no, not the yes, because a yes is a trap and a no is a is a safe place, which Chris Voss has popularized in more recent times with Never Split the Difference. So what we're talking about here is, how do I get people to feel loyal? That's getting oxytocin. If I'm going to get them to feel loyal, then one of the things that we do with one of our companies is they pay $120 to become a member, right? We then give them a $120 loyalty credit towards a big purchase, right? And that adds every year, they get another $120 so every time they give us $120 they get $120 in their bank. And this is what I like to call the Loyalty Bank, because after three years, if we can hold that customer, which is the average attrition time for the memberships in that space, they've got $360 they're walking away from. And $360 is hard to walk away from. And we also reward them more stuff if we can have them refer to us. We don't have a public referral program in that company. We're not going to tell them that they're going to get $200 for every customer they refer like you hear an awful lot in the car business or whatever. Instead, what we're going to do is what Daniel Pink calls “Now That Rewards.” So if you look at Daniel Pink's book, it's called Drive. He's a brilliant researcher and author. He talks about if, if we create an if-then reward, if you buy this, then you get that, then what you're going to get is actually mediocre productivity result. This is what we talk around, spiffing, getting, getting. Basically, you do this thing, I'll give you 25 bucks. If it's anything more than the most rudimentary basic thing in the whole wide world. You're not going to actually improve productivity. You're typically going to reduce it with anything that requires any level of complexity or complex thought. Instead, if I said the same person nothing, and they did the thing and then I gave them $100 or I sent a gift basket out just thanking them. Instead of giving them dopamine, I have given them oxytocin. If I want loyal people to refer me, ask for the referrals at the peak of their emotion, at the peak of their oxytocin, at the peak of them loving you for what you're doing for them, ask for the referral in that moment, and if you even get one referral that turns over, and you can pay on that referral, pay them with a surprise. The surprise is going to activate oxytocin, which is going to deepen loyalty. Again.
Pualena 37:55
I love this. Do you have any thoughts around and this is getting like real in the weeds, and it might not matter, what’s a cool gift?
Ryan 38:04
That’s where I live, right in the weeds.
Pualena 38:07
I love gift giving, gift receiving. It's totally my love language. And we're always talking about, you know, what could we gift to our clients? What could we gift to the people that refer us? What are your thoughts on just, you know, pay paling somebody a couple 100 bucks versus sending a physical gift that is probably actually worth less, but received in a different way?
Ryan 38:33
Yeah, so PayPal creates a disassociation. But when you're across the world, that's probably the most practical thing. PayPaling somebody, or Venmo, or whatever. Doing it unexpectedly is the key. The surprise is, is the is the chemical activator. So doing it without expectation, without promise, without offer, that's where you have the real win, the chemical win, the biological win here, of loyalty. The other thing that we do with a company, they install air conditioners, and when they install an air conditioner, it's like a $15,000 purchase. It's a lot of money, right? If that goes really, really well and there's not these outrages over expenditures, then the company will then take a check for some vaguely random amount, $163.18 handwritten by the guy who did the quality control or the sale, and they bring that, that retro check to the customer and just say, Hey, listen, we didn't, we didn't spend all the money that we need to spend just in contingencies and stuff like that. And we're just going to give you this check for $163.18 because we didn't spend all the money. This is yours and oxytocin, right? When you're looking for ways, and that's real hard for a company to do. There's like. You want me to give money that I just fully earned? And it is like in my bank account back to what? Yes, yes, I do, because we're building friends for life here.
Pualena 40:09
Yeah, does that? Does that feel a little out of integrity, though, like if it's not actually money that you save, then it's just this random check?
Ryan 40:18
By all happenstance, it actually is money that they saved. It is, it was baked into the operational equation, and not everyone gets it. It is, it is as random as the situation at hand, because sometimes you crack open a wall and all of a sudden you're spending an extra $3,000 fixing a problem that's not yours to solve, but you have to solve it, and you eat that, and that's just part of business. But in those instances where they can give back, they absolutely do give back.
Pualena 40:48
Oh, I see interesting. I like that.
Ryan 40:51
Yeah, so and every company who's doing good work is doing that right there, there's always a contingency there. That's just like the what if contingency, well, what if we just gave that back? If there was no contingency right?
Pualena 41:05
You’re getting your security deposit returned.
Ryan 41:09
Right, and because they were never promised that it just feels good, right? And that's really the question of sales and persuasion. The only difference between manipulation and persuasion is the is the negativity and positivity that people have assigned to those words. Manipulation by rights is no more evil than persuasion. It's just how people perceive it. But when you look at the intention of those words, my definition to speak into what people already believe to be true is that manipulation is for your benefit as the business owner or the individual, and persuasion is for the benefit of others. So if you're giving them $163.18 back, are you manipulating them, or are you just being more persuasive to make a friend for the long run, because they just got $163.18 back for no reason.
Pualena 42:00
Right? Right? Yeah, I really, really like this reframe. We're persuaded all day long.
Ryan 42:10
All day, every day, a billion times a day, totally, sometimes well and sometimes not so much, right?
Pualena 42:17
You know the grocery store and you're picking between two jars of pasta sauce, whoever has the marketing that and here, I think this kind of, like, brings it all home. It doesn't matter whose is prettier. It matters who's resonates with you as a person, if you if you prefer organic food, and you know, whole ingredients and no preservatives, and this person prefers something that can stay in their pantry for three years. You're two different consumers who are going to make two different decisions, and if you are, pasta sauce number three, that's trying to please both consumers, neither one will buy you.
Ryan 42:58
Right, right.
Pualena 42:59
So, it's not really about sales at all. It's about connecting with the value of your consumer. Wow.
Ryan 43:09
Understanding that the communication channel in the passive sauce equation, I would say it's the exact same as the wine industry. You're making a decision off of the color of the bottle, the shape of the bottle, the weight of the bottle, the label that was put on it, and whether or not you have previous experience with it? Well, if you think of your business or the product you sell as the bottle of wine, do you want to be the $14.99 wine that a million people will buy nobody will buy, or the $80 bottle of wine that people love to buy? Right? And and it's a choice you have to make. And all of those are fine, but you can, you can have a cheap bottle of wine that no one buys because it's gross, right? You can have a $14.99 bottle of wine that everyone loves for whatever reason they love it, right? It's jammy and, and then you can be the $80. But no one friggin knows what's in the $80 bottle of wine unless they've had it before. They're buying it because of identity, I'm an $80 bottle of wine buying guy, or I'm the practical $14.99 This is perfectly good table wine, and it's going to do the job I needed to do, which is to make the back parts of my eyes feel a little number for a moment right after about three glasses. So I'm gonna get two of these, because the numbness comes on faster when you can put, you know, it in a big gulp cup.
Pualena 44:35
Right? Awesome. This has been so eye opening, incredibly informative. I think people are gonna love this. And to your point, if you were wondering if they were gonna love you or hate you, I'm pretty sure they're going to feel a little bit more oxytocin after this episode.
Ryan 44:54
Maybe, let's look for the complaints. Let's maybe we get a Reddit started about how much of an adorable person I am.
Pualena 45:02
It will have crickets, I'm sure. Yeah, share with us a little bit about your services, your business, and how people can learn more about you and connect with you.
Ryan 45:12
I’m really blessed to be surrounded by 83 partners now at the Wizard of Ads, we also have a not for profit school in Austin, Texas called Wizard Academy, and I match make clients in with the right teams. Sometimes I'm on those teams. Sometimes I'm not, depending on the situation and what I can actually bring for value to the teams. A lot of the time, I'm a mentor in those environments for both the client and the and the partners who are on the on the on the on the case, as it were, and we do three big things. We figure out what the strategy is, business strategy, and how that ties into how we're going to market it, what we have for unleveraged and leveraged assets, and how we can put those to use, what your values are, and how we can highlight those. And if you don't have values, to start doing what I've done today, which is start having you being encouraged to start looking back at your original commander's intent and and how that and how that has translated into where you are in your business today, be it a new business or something that's established. And those are the consulting side of the fence, really. This is the advisory, it's the counseling in a lot of cases, and then we're tying that into how we're going to write that creatively, because the words we use we agonize over, and we have very, very specific strategy on how we do that, so that your ads don't sound like ads, because if they sound like ads, you've already lost, right? But we have to follow certain rules to make it make sense for the customer to be able to reconcile that thing so that more people aren't knocking on your door in whatever way they do. And then, and then we've, over the last 35 years, had the ability to buy just an astounding amount of mass media. So we say, instead of trying to get other people to buy your mass media for you, we're going to negotiate your mass media for you under our agency brand, which gives you national rates. So you're going to get astoundingly good deals as a local business if you end up needing mass media, or if you're using mass media currently and want a better deal. So we we more than pay for ourselves just in that but more importantly, we put the words together that are going to execute on the strategy that matters. This could then get you noticed and keep you noticed, and then help you start thinking about your business in a different way to, you know, forge forward and actually grow the business and get out of your own way and level up the way that you've been trying to whether you're a sub million dollar company, you're $100 million company, we've worked with clients to this day that exceed a billion and who are under a million.
Pualena 47:47
Incredible. And how can people find you? How can they learn more? Get in touch with you, all the things.
Ryan 47:53
Yeah, my websites, ryanchute.com, and that has the conduit to all the things that I talk about, think about and, and, and work on and my socials are @wizardryanchute, and you can find me pretty much anywhere.
Pualena 48:07
Phenomenal. You have a lot of great content out in the world right now. So I hope anybody listening that's interested go just search for Ryan, listen to some of his interviews. You were on the Lisa Nichols show, right?
Ryan 48:20
I was, yeah, Lisa Nichols and I have actually become friends. I talked to her today for an hour. Yeah.
Pualena 48:25
Amazing. She's awesome. I was super stoked to see that great interview. Yeah, thank you so much. Thank you for the work that you do. Thank you for just helping people to reframe this space. It feels very uncomfortable, kind of scary.
Ryan 48:38
Sometimes. Yeah.
Pualena 28:39
Yeah. It's just a joyful, useful tool to grow your business.
Ryan 48:46
And it comes from a place of knowing. I live that way, and I'm so excited to be able to share that with people, to let them know that there is an opportunity, that universe that you wondered about. It's real, and you can have it.
Pualena 48:59
Ryan, thank you so much for being here. I look forward to staying in touch. Thank you.
In this empowering and heart-centered episode, Christina Braun, founder of Eye Shine Beauty, shares her journey from beauty enthusiast to industry leader with over 14 years of experience. Christina opens up to host Pualena about her mission to help women feel seen, confident, and beautiful in their own skin. She talks about the importance of creating a safe, inclusive space where every client, regardless of skin tone or experience level, can ask questions and receive customized skincare and makeup guidance without judgment.
Christina also gives us a sneak peek into what’s coming in 2025: a series of online makeup and skincare courses designed to teach foundational routines tailored to diverse skin tones and types. With passion and candor, she calls out the lack of inclusivity in the beauty world and explains why true professionals must be equipped to serve all clients. Pualena and Christina also discuss how setting healthy boundaries—like protecting Sundays for rest and recharge—has been a game-changer for Christina’s business and well-being. This episode is packed with powerful insights on beauty, business, and balance—and it's a must-listen for anyone ready to feel empowered in business or beauty.
About Christina Braun
Christina Braun is the founder and owner of Eye Shine Beauty, a beauty and skincare studio dedicated to helping women feel confident, radiant, and authentically themselves. With over 14 years of experience in the industry, Christina specializes in personalized makeup and skincare services that celebrate diversity and empower women of all skin tones and types. Known for her inclusive approach and passion for education, she is launching a series of online courses in 2025 focused on foundational beauty routines. Christina is also a strong advocate for work-life balance, building a business that prioritizes both personal well-being and exceptional client care.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Christina Braun | Eye Shine Beauty:
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Transcript
Christina 00:00
Entrepreneurship teaches you a lot about yourself, about others, the possible negative thoughts that you have, I think even not feeling good enough, actually for a while, even stories look different. So for success, for me, looks different from someone else. And success, to me, is having a balanced business, which means I'm working four days a week, four or five clients a day, and I have a thriving garden. That looks like success to me.
Pualena 00:35
I am so excited to be with you today, and it sounds like I say that every time, maybe I do and I mean it every time. And you, you were just saying, I think you and I need to speak at least once a week for the sole reason that, like the entire universe vibration gets higher when we're together.
Christina 00:57
Absolutely, yes it does. Yes, it's a thing.
Pualena 01:00
Yeah, your energy is just so incredible. And from the moment we met, it was like over a year ago, was the first time we connected, right?
Christina 01:09
Yeah, it was.
Pualena 01:10
Yeah, I've just, you're one of my favorite people. You are a, just incredible human. You have a phenomenal business, and I cannot wait to share you with the world.
Christina 01:19
Oh, I'm so excited. Thank you so much. I think the same of you. I'm so excited. And you, you do everything, just so, with intentionality. I just love, since I've gotten to know you over a year ago, like you are one of you're just amazing, I'm excited to be here. So thank you.
Pualena 01:37
Likewise. It's too bad we live so far apart, or else I think we'd hang out all the time.
Christina 01:41
We really would.
Pualena 01:45
Yes, yes, we were like the same person, but just, you know, different universes. Yes, exactly makes sense. Amazing. Well, I would love for you to share with us, us being me, share with me and the people listening who you are, what you do, what your business is, and why it just lights you up.
Christina 02:12
I love it. Well, I am Christina Braun. I am the owner of Eye Shine Beauty, and I have been in the beauty industry for over 14 years now. I started right away. And I feel so passionate about helping women feel better in their skin. And over my years in the beauty industry, I've come across a lot of faces, a lot of personalities, skin tones, skin challenges, all the things. And a question that comes across is, oh my goodness, Christina, I can't wait for you to work with celebrities. And I have thoughts about this, and I'm kind of just gonna tell you this, since the first time I ever received that comment, I was like, I love that, and I know that like that seems so exciting. And of course, those makeup artists who live that life, I love that for them, but that is not my mission at all. I think that every single woman who sits in my chair, means the exact same to me every time, meaning I don't have to work with celebrities to feel like I'm working with someone special. So, working with every single woman that sits in my chair and going through different challenges and life struggles and skin things and not finding the right undertones when it comes to certain makeup products, I get more joy out of that than working with someone that has a celebrity status. So I just want to start by saying that. Every single person is important.
Pualena 03:42
I love that so much. Yes, we should all be treating it's that. It's like your, what did they call it? 100 true fans, where, instead of a million people in your circle that you kind of, you don't know any of them at all, and you don't, you know, like, appreciate your 5, 10, 100 people, as if they're celebrities. I love that.
Christina 04:04
Yeah, so I honestly, I, the joy in my business is helping business women, I help a lot of moms, I help a lot of nurses find longer-lasting makeup, finding better solutions when it comes to skincare, being more being more aware of ingredients that are in skin care products. I think the beauty industry is not dying. So there's always something, which I won't lie definitely feels a little bit overwhelming. And I love social media, TikToks, Instagram, all the reels and videos. But beauty, the beauty industry, is not one size fits all, so I really like to make sure that when I'm working with the client, I am working with the face that is in front of me, and what might work for me might not work for you, and it's really just about customizing everything I do, so anything to do with skincare and also a licensed esthetician, so I do a lot of skin services. It's such an honor working with different skin types, skin challenges. It's so important to have a space, have a safe space, that a client can feel like they can ask their dumb questions.
Pualena 05:15
Oh my gosh. That's huge. That's huge because I think this is something that people, once they hit a certain age, they're like, oh, I should know this. I should have, I should have learned this, you know? And then they go to YouTube, and YouTube is a black hole where they're not looking at you. They don't know your skin type. They don't know your skin tone, right?
Christina 05:33
Yes, they don't know the skin story, absolutely. So I love an in-depth consultation with a client, especially a new client. I get to service clients virtually as well, so they don't have to be with me in studio, but it's a lot more helpful, of course, to be in studio, but I get to service clients that are virtually as well, but you really are listening for the pieces that you can help with. I think I've already mentioned this to you before, but one of my pet peeves is if you call yourself a professional makeup artist…
Pualena 06:10
Oh, that. I thought, don’t look at me. Do you have a pet peeve?
Christina 06:14
I’m gonna throw you out underneath the bus. No, I'm just kidding. No, I it really bothers me when others will say, I'm a professional makeup artist, but they can't provide makeup services for all skin tones.
Pualena 06:32
That happens?
Christina 06:34
Oh yes, oh yes. Oh actually, to the point where, when we get booked for a job, if it is a deeper complexion model, they will come with their own makeup, because they have been scarred in the past by other makeup artists who said that they could provide this service and they don't even have the right color in their kit. That kills me. I never take offense to that, because that's not my story. That's their story. That's what they've been through. It's not anything to do with me, but it kills me that we are calling ourselves professional makeup artists, but we aren't providing the services for all skin tones.
Pualena 07:12
Yeah.
Christina 07:13
That really bothers me. Yeah. So it's, and I don't know if it's a Pacific Northwest thing, it doesn't sound like it is, but…
Pualena 07:22
I’m sure it’s not.
Christina 07:23
Yeah, it's, it's sad, it's Ick. I don't want that kind of vibe. So all skin tones.
Pualena 07:27
Yeah, and you have shared with me in the past like little tips that really showcase your experience, your passion for everything that you just said, skin tones, eye color, skin types like you, the way that you feel about your approach to this, like, I love it so much, because it's not necessarily about it is about the beauty. Like, right? It's that kind of, it's beyond vanity, I think, is what I'm trying to say. Because when you feel beautiful on the outside, and you actually have things that work for you. You stand up a little taller, you show up a little brighter, you have that confidence inside. I'll tell you, getting ready for this podcast, I did put on a little bit more makeup than I normally do, because I knew I was talking to you, and I have been so productive this morning sitting by myself, like I'm not talking to people, I'm not in front of anybody, but just the the idea of just like, getting ready and being presentable and feeling that that confidence, and I think what you provide, allows that confidence to actually manifest itself. Because a lot of times we're like, oh, I don't really know what I'm doing, but I know that I have to put this on to like, look better for people, and your approach is not looking better for anybody else but the person that's in front of you, that like you yourself inside.
Christina 08:55
I love it. It's so true. Yes, no, it's so true. I'm so glad you said that, because I am a person who believes makeup is so fun. You can be creative. You can express yourself all the things. But I am not the makeup artist that is like you have to, you should do, you whatever. If you don't want to do it sounds great, whatever makes you happiest. That's all I care about. I am not going to be the one that's like you have to do this. This is the trend. This is x, y, z. Now will I also say, though we might omit certain things because colors don't look the best. Color Theory is a huge thing, and it's a big thing on social media, is the color analysis and finding what colors make you look better. So I'm saying, if you want to wear makeup and you want to do it the right way, like that, is what I love to do. So you nailed it. And it's, it is something I'm so passionate about, is I actually worked with a lady that came to me and she she was going for a job that was very, very important to her, and she was like, I just want to be interview ready. I'm going to have a few interviews. I just want to look my best. And she nailed it. She did it. So we. Got her the right colors, just to feel like more polished, more pulled together, more professional, and she got the job. And it's in those moments that I get to just be able to help someone feel the best… the best, their best self, and it puts them out into the world in a better way, like I've always said sometimes when the way you feel in your skin shows in your your friendships, your marriage, your relationships, your career, whatever it is around you, and I even think about the days where I just I don't feel good, I don't feel the greatest. I'm like, Okay, well, I'm not saying fake it through everything in life, because I'm, we need therapy. I'm not saying fake everything, but I do think there is something about pulling yourself together a little bit that you're like, Okay, I can be a little bit more productive if you feel like crap. You think you look more like crap, but if you put a little effort in you're like, Okay, well, this is what we're working with today. I'm that person so.
Pualena 11:07
Totally, totally. I love also, and we’ll dig into the business stuff and all of that. But this is just to me. There is so much more to make up to, like the beauty industry, than just what you see on the surface. And that's why I'm like, I'm focusing on it so much because it's something that you have brought into the fold of your business, and you save people tons of time and money, also. Like, okay, for example, last time we spoke, you told me that brown eyes you recommend, like, purple tones for eyeshadow, which is funny, because this morning I was like, I have no purple because I that's not something I would ever buy. Because I'm like, ew, purple, but I get it. Like, I totally get it. And would I have ever learned that without you? No. And if I did, it would only be because I spent 100 hundreds of dollars on different palettes, and I just happened to try purple one day, and was like, Oh, my God, look at that. But you right away, like, I would only need to get, like, two colors and save myself hundreds of dollars, right? So to have somebody with an expertise like yours, experience like yours, and that one on one service. And I love that you can do it virtually. Because I won't tell you, I'm gonna a book of consultation, so I can get some purples at work for me. But it's, it's so, it's so beautiful, just your whole approach to your business. So I just want to highlight that, and just make sure people know that, like, if they're working with you, it's not just about the surface level makeup and beauty.
Christina 12:51
Absolutely, I love yes. And people, when they think about color, they think we're thinking bright blue eyeshadow, like we're thinking past generational time. And so when I say purple, I'm like, Oh my goodness. Like, even a plum mascara is so pretty brown eyes, okay? Or purple liner just a little bit on the bottom. It depends on the eye shapes. I mean, because I love to be really nerdy, when I'm looking at faces, I'm looking at shapes everywhere. So, but everybody could get away with wearing a liner of some sort of all shapes and colors. But purple liner for brown eyes is so pretty.
Pualena 13:33
Oh, my gosh, okay, for anybody watching, this is going to be on YouTube. It'll, it so like people are going to be listening, but they're also going to be watching, if they're on YouTube, what shapes do I have?
Christina 13:44
I love this. Okay, put me on I love this. Put me on the spot. Okay, so you, so what you're looking for is the points on the face. So I imagine. I don't have to imagine anything. We're just gonna imagine something like a pencil, a makeup brush, a string, however you want to look at it. The first question I always ask myself and look for, is the length of my face, the length of my face equal in length and width, or is it longer than it is wide?
Pualena 14:12
Definitely longer than it is wide.
Christina 14:14
It is definitely longer. So if you were long as you are wide, so if like, you moved this and you were the same all the way around, you would mimic more of a round face shape, so you're definitely not a round. Also, I have to give credit where credit is due. I spent many years working for Smashbox Cosmetics, and they were the one who taught me this whole. Yeah, they really dig into face shapes and all the things I can just make it short for you, you're definitely more of a oval face shape. Oval face shape, for sure, means that you your temples are not as wide as your cheekbones. You can see when your head is straight on, your cheekbones are a little bit wider than your temples are. And your jawline is wider than this, this part of your face right? Yeah, to your chin, yeah. So it comes in. So that would mean it comes in, and then it gets wider, and then it comes back in. So you do mimic a oval face shape for sure, yes, which is the ideal face shape, which I don't love saying that, because I think all shapes, colors, sizes, all the things, they're all good in my book. But typically, when we're looking at faces, maybe someone who has a really strong jawline, which means that they're more square faced, they usually have a really dominant point right here. Typically, women won't like the points here. So we want to contour and shave those off with contouring colors. So you're just looking at the face to see where the points are that you want to shade them so they mimic more of an oval face shape. It's all about optical illusions.
Pualena 15:54
Interesting. I've always been fascinated by contouring, and I've never been bold enough to try it. People change the way their entire face looks with it. It's pretty wild.
Christina 16:06
I love the videos of even a nose contour making it crooked. And they're like, What the What? Like, even as a makeup artist, who does this daily, I'm like, Yes, girl, that is the power of contouring. And also, when it comes to contouring, you have to have the right colors. So an easy way that I explain this to my clients is, in order to contour, what we're doing is we want to create shadows. So if you were to step outside your house right now, out in the sun, when you look down, what color is your shadow? It's gray. So a lot, not a lot, but the majority of women that I see, they bring in their makeup to me, and they're contouring with a bronzer, and a bronzer is warm, it mimics the sun, it does not have a shadowing effect. So when they're contouring, that's where things start to look not quite right.
Pualena 17:01
Oh my gosh. I always thought it was just like a darker color from your foundation, like a few shades darker.
Christina 17:09
Bronzer is you are right. A bronzer is warmer. It's usually three shades darker, about than your natural skin tone color, or your foundation color. But in order to mimic an actual contour on the face, you have to build a shadow, and a shadow. When you step outside and look at the concrete, it ain't warm, it's not orange, it's gray. So that's like, that's a big part. I think a lot of women, that's our first thing that we sometimes we miss that step. I'm looking at the colors they're using, and it's typically, that could be a big culprit of why things don't look quite right for them.
Pualena 17:46
Oh my gosh. That is so interesting. See? Expert advice. I love it.
Christina 17:54
Yep.
Pualean 17:56
It is invaluable. Wow. Okay, okay, yes. Well, I, okay, you. I mean, we could do this for days, and I would love to do this for days, and let's do it for days. And for the sake of the podcast, I would love to chat a little bit about, just the business side of things. You and I have spoken in depth about your business, and I love that you have come up with some creative ways to serve your audience, in addition to kind of the more traditional things that you do, and if you're comfortable, I would love to just have a chat about that, and a chat about, like, really honestly, like, what are you looking to shift in your business? How are you looking to evolve your services? Because I think you have an exceptionally creative approach to this, in an industry that typically is very like, I have one client locally, sitting here physically, and that's sort of like the the most I can scale is however many people that I can provide the service to in a one I want, one to one situation.
Christina 19:06
Yeah, yeah. I love it. Thank you. Yes, courses, courses. So I am in the works of launching courses. I don't have all the back side of it quite yet figured out. I don't, so I don't have all that laid out. But what I can tell you is what they will kind of look like. So I will be launching courses in 2025, so I'm so excited about that. And it what I'm first going to be launching is kind of like the basics when it comes to foundational parts in your makeup routine. So I already pre filmed these videos. So I actually will be working on different skin tones in my course videos. Because I think that is super important. Because when I say a color corrector for someone near my skin tone, that color corrector is not going to be the same for your skin tone coloring. So I think it is important to touch base and have different skin tones. So I'm really excited that I will be having three different videos that will be launching soon. And it really is. It's a more fair complexion, a light medium, and then a deeper skin tone. So just so we can kind of understand the basics. And when I say Basics, I'm talking about, I'm talking to the woman who feels overwhelmed. This is how it usually comes across. Is when you go into a makeup store, it all of a sudden feels like the cereal aisle, like you walk down the cereal aisle, and cereal is horrible for us. Anyways, the horrible analogy, but I'm gonna take it anyways. There is 17 different Shredded Wheat, like 17 different raisin brands, and you're like, and you're like, Okay, well, now what? I think they're all the same, but the courses will be a little bit more streamlined for exactly your skin tone. And so I think there's so many great products on the market. There's so many new things that are always coming. So I just want to stay up to date on those and be a safe place, like I mentioned in the beginning, being a safe place where people can ask their dumb questions. I never take offense to the dumb questions. To be truthful, those are my favorite questions. I won't lie, because for me, when I hear that question, I think I built the trust.
Pualena 21:22
Yes!
Christina 21:23
That feels big to me that I, that automatically sends that flag in my head like you did it. My thing was to be able to build trust, and that's my main concern. So that also means I will not be giving you things you do not need, because that does not build trust. And I come from a retail background where I worked on hundreds and 1000s of different skin tones. Anyone who would walk in for a makeup console, you had to just work with the client right there on the spot. I think that helped me a lot, kind of catapult my business forward, for me in the best way possible. And I'm not going to give you something you don't need. I'm just not that girl. I'm gonna give you something because I really do feel like it's the missing part for you. And I think, do I personally have a 13 step skincare regimen? Yes, I do. But do I think that everybody needs to start there? No, absolutely not. But being an esthetician, I have my hands on a lot of things. Yeah, so I went down a whole rabbit hole there, but.
Pualena 22:26
Love it. I love it, and it's exactly in line with what you do. And I think for you to have creatively brought that solution to life and been so inclusive with it, I'm curious. Okay, we'll get back to the courses, because that's so awesome. But I do want to know what are some quote, unquote dumb questions, which, by the way, that reframe of like, wow, I promise. I will get back to a question here. But I just want to like, you said so many great things, and the reframe of like, if somebody asks you a dumb question, it means that they trust you. I want everyone to hear that. Because a lot of times when we are in the service industry of any kind, and you get a question that kind of makes you roll your eyes, and you're like, oh, again, that you know that energy is not necessarily productive, and it is an honor for somebody to receive a question that you might think is is silly, because they see you as a trusted space. I love that so much. I'm gonna remember that forever. Okay, back to the question, What? What is an example, or a couple of examples of, like, dumb questions that people often ask you when you're like, Oh, I'm so glad you asked me that.
Christina 23:41
That's a great question, if I had to think, probably over all the years, the most like sought out questions would probably be more towards, like, what colors to use. I think is like a repeat question. I think we all should know what colors we look best in. That's, that's, that's definitely something that always comes around. But for the dumb questions, I hate to even say that I get my air quotes. I'm not saying dumb please. Yes. Gosh, not even knowing this is what they say. I don't even know what my skin type is. What does skin type mean?
Pualena 24:18
I don't either.
Christina 21:19
Yeah. So see, yeah. So what does skin tone even mean? Like, what I'm saying, I'm like, well, your skin tone is this, you're a warmer, neutral, like, whatever. No, sometimes they'll look at me like, I don't even know what. I don't even know what skin tone means. Like, what is the definition of skin tone? Or they don't know their skin type. So skin type, what we're saying is oily, are you combination means that you're oily in certain spots and you're more dry in other spots. That comes across a lot, especially in the Pacific Northwest. So skin type is more about your concerns. I have larger pores. I deal with blackheads. I get occasional breakouts, things like that. But dumb, oh my, this, like, if I had to even think about more…
Pualena 25:05
I'm sure I can ask you questions that are probably dumb, like, like, okay, color I would imagine, because this is something that I also have no idea about, okay. Blush is there of like, a good there's so many different kinds of blush, and I have so many different colors that I like, I don't know what to wear with what, when do they all work for me. There's a little like, a pink and a dark red, and they all look fine, I think. But I tend to like, gravitate towards one over the other, you know, like, like, but I would never ask that, because I just wouldn't think about it. I've just acquired all of these colors, and I don't know what to do with it, right? Like, is that kind of like along the lines of…
Christina 25:44
Yes, yes. And I think exactly what you said the majority of my clientele, they say it's just what I know, and that's all I know now. And now I'm aging, and now I'm 40 instead of 20, and I'm still doing the same thing, and now I have no idea what I'm supposed to be doing, and we didn't learn. Certain generations, I think know more than other generations, so it kind of depends on what age range I'm working with, but my favorite thing is to start at the basics. So listening to you say, well, I don't even know what kind of blush I would use, that tells me we need to learn about the basics, which are, what is your skin tone? That's all the basic part. What is my skin tone? The big thing for me too. I just did a makeup lesson in person for two ladies together. They were sisters. They came in yesterday, and both of them, they're probably early 40s, late 30s, if, like, somewhere in there, and they, exactly what I said. They're like, we just been doing the same thing. I don't even know how to what colors to pick. I don't know what products to use. I'm so overwhelmed. So we sat and we learned the basics, which are, again, the skin type, because hearing you, for example, say, well, what blush would I use? Because there's powder, there's jelly, there's liquid, there's mousse.
Pualena 17:00
The jelly is like blowing my mind.
Christina 17:04
Yep, 100% Yep, it's a thing. Yep. So it is. It's about learning about your skin type and what works best for you. So if you're oily skin types, you might like a cream and a powder over top for longevity. I mean, I could go down a whole rabbit hole, but there's different ways to make product work for different skin types. So, yeah, it's just, it's always, it's, there's so much you could learn. And most of my clients, when they leave, they're like, Okay, I can't wait to book another one, because then they end up wanting to play with color once they know what colors they look best in. And I think when you said you like something with a little pop of color, I would lean into that. Because I do think that we actually know what we like and how you feel in a color matters for sure, lip colors, for example, when a client is like, I want to do I want to wear a bold lip color. I'm like, I love that. Count me in. Let's find it. But if I feel like, you, you have to wear that lip color. You have to wear that lip color. Do not let that lip color wear you. You have to pick the right colors. So we, I always I say we, because I have a small team that works with me. And so I always say, like, if she feels uncomfortable in her lip color, she's gonna feel like her lips are walking in that room before she ever gets in there, like she just thinks that everyone's looking at that lip color. It's not right. So finding the right lip color is that's it. Like you you want to feel good. You want to feel good?
Pualena 28:40
Oh, I've totally done that. I'm thinking of a lipstick that I own, and every time I put it on, I'm like, oh, my God, this is too much. And it's like, dark. It's almost like purple, purple.
Christina 28:55
Love it though, yes.
Pualena 28:58
I'm not there yet. I don't think, but I get it like you. It can wear you. It really can.
Christina 29:06
Lip color and brows are probably one of the most opinionated faces or opinionated items on the face, lipstick and brows. Those are probably the two most opinionated things. And I would say if it's purpley, burgundy, marooney, that's the vibe I'm probably getting. That's what that color is. Light in the inside, oh, just the edges are a little darker, just so you can start to get comfortable with the color. Because I bet the color is probably good from the sound of it, but it just feels like too much all at once. Yeah, like, can you walk me there? Can you take me on a first date? This is like too far for me. Lighten it a little bit. You'll start to get used to used to it. I also tell my clients, if you're going to try something new, do it when you get home after work, put on that lipstick color or whatever, or try that new makeup technique and then just wear it around the house, and then wash your face off at night, obviously, before you go to bed, but especially with my wing liner girlies, like, girls are like, I want to do that look. And I'm like, I love that for you, I would highly recommend so that you just do it at night when you get home, so that you don't feel like you're just catty Wampus all day long. You got to get used to it. Some of us make it look like it's so easy, and it's not always like that when you're at home. So I always say, if you're going to do something new, do it at night time, and then you can wash it off like just start to get used to it. I guess.
Pualena 30:38
So smart, although I feel like I'd nail it at night and then, and then in the morning, it'd be like, what? What's happening? Practice makes perfect. Totally.
Christina 30:47
No, no. Practice makes progress.
Pualena 30:50
Good one.
Christina 30:52
Because don't, yeah, don't get hooked up on the perfect. Don't. Don't do that to yourself, because it really is about progress. If you're not going to get it right every time, and it's just progressively going to get better. It will. It really will. Yes.
Pualena 31:00
You guys see why I want Christina in my life, daily. This is amazing. I I cannot even express to you how, how much I'm so grateful that you're in the world doing the work that you do. And as much as I want to keep talking about makeup, because I have a million questions, I will book myself a session and not utilize my podcast for my own selfish gains. And I'd love to hear you know, as a business owner who has you have so much experience in this industry, both as someone who has worked for big brands and as an entrepreneur, and I'd love for you to share you know, what are some, some things that you've learned along the way that you'd share with other makeup artists who might be looking to start their own thing, or maybe do like a side business, or even not makeup artists, but just entrepreneurs in general, any any lessons that you're excited to share?
Christina 31:56
Absolutely a big thing, and it's funny that you're asking me this, because I find myself having to remind myself of this part is everyone's story is going to look different. I think, in the creative and the beauty industry, and just being in this industry, it can be easy to look at others and see what everyone else is doing and feel like maybe you're not enough, or you're not doing enough. I think I have a mindset of community over competition all day, every day. I truly, really believe in that. And I think that when we help each other grow, we can all grow forward even further. And a big thing is leaning on people like you can learn from people, because they do have different stories. So instead of looking at it from a point of view of, oh my goodness, she or he is so much better than me. Look at it as the hope that you can have, the hope like I can get to that point, or if I can learn from them, we can be better together. Maybe there is something that you can give that other person that you don't even realize. Because we're we are our own worst critic, and I am 100% telling myself this loud and clear, because it's been an interesting week for me. So it's just, we all go through the things, it ebbs and flows, but learning to lean on the people that you can trust and you know that are going to tell you the truth. Also, I think that's that's really huge, and there is enough work to go around for everybody. I refuse to live in the mentality that there's not abundance for everybody. It's not in my book. It's not in my book. I don't believe in it. I do 100% believe that there is something for everybody and there is enough work for all of us. I really do. So for me, it's about about community and just building together. You can go far by yourself, but you can go further with everyone else, like you can go further with a team. You can go further with the people that support you and love you and are surrounding you. And I've had to learn that many of times. It's a good reminder for myself, but that's with any business, I think, a boundary that I put in place in 20– so, 2025 I did it starting 2022 I started taking Sundays completely work free. I think as business owners and entrepreneurs, we get so wrapped up in the grind seven days a week that you sometimes, life myself, learn the hard way that if you do not take the time to check out, the time is going to come where it's going to make you….
Pualena 34:48
It’s gonna check you out for you.
Christina 34:49
100% Yeah, checked out with no option.
Pualena 34:53
Yeah, I love that. I don't love burnout, but I love that boundary. And that you've created that for yourself.
Christina 35:01
Yeah, yeah, so it's a really, it's just, it's entrepreneurship teaches you a lot about yourself, about others, the possible negative thoughts do you have, I think, even not feeling good enough, you know, actually for a while, even just again. Like I said, stories look different. So for success, for me, looks different from someone else. And success, to me is having a balanced business, which means I'm working four days a week, you know, four or five clients a day, and I have a thriving garden that looks like success to me. I want to be I want to be present. And I over the years, especially pre COVID times, doing 50 plus weddings in a year is a huge blessing. But it came with a price. And thankfully, during COVID times, I finally got to start gardening and kind of building the boundaries, like, okay, if I get to create my own life, what is it going to look like for me? And I was ashamed for a while that I wanted a simpler life, a simpler life where I traveled less, because I used to travel a lot like my I was my schedule was very full, and it was such a blessing, but it made me realize, once I hit a wall, these are all great things, but actually, this isn't what I was created to do and what I, my purpose is, and I'm just living this, this really cool life, just just to look like I have a good luck, yes, yes. So it just it looks different for everybody. So I definitely no longer ashamed that I want a simple life. I love my home life. I have. I was just telling a client the other day, I don't get FOMO. I do not get FOMO when people are traveling, doing all the things I'm like, I love that for you. I love that for you, that is not for me. And I used to beat myself up that I just wanted to have a simpler, simpler life. I still want to love my clients and work with them and serve them that is truly I believe what I have been gifted is to be able to to serve clients that means so much to me, but I can't do it seven days a week, 24/7, and no one should be doing that.
Pualena 37:21
No. And that's why we have our own businesses in the first place. We're like, I want the freedom to make my own choices and work when I want and work with who I want, and we all fall into the trap of working way too much with people we shouldn't be working with. And so for you to have that awareness is beautiful. And something you said maybe a few minutes ago that I want to loop back to is like surrounding yourself with people who get it and who have your back. That is very different from someone who sits and listens to podcasts and audio books all day or like, because I asked you to share, what lessons have you learned? Right? That's like a, you know, a question that is going to be listened to on a podcast from somebody who probably has their own business. And you shared some things, you don't work on Sundays, which is a sacrifice for you in your industry, because there are events on Sundays. So I want people to understand that you give up business to hold that boundary and yet like myself. Okay, so I, I'm on calls constantly all day long, and I'm also behind on my work constantly, because I'm on calls. And so for probably 12 years now, people have said, theme your days, block out entire days where you don't have meetings. And I was like, Yeah, okay, cool. And I would kind of do that, and then my schedule would get full, and people would be like, do you have time to meet this week? And I'm like, Yeah, okay, my Wednesday. I'm not supposed to have call on Wednesdays, but do you have time Wednesday? You know, like, and it just creeps in. I heard the advice a million times, every podcast, every book, every person that I talk to. I had to kind of like suffer to learn the lesson, which I'm not saying is something that everybody needs to do. But if you are actually surrounding yourself with other humans, that is so different than just listening to all the things. Both valuable, but I think people really need to hear what you said and like create a community, or join a community, or just find trusted resources in your life to help you move forward, achieve Your goals, build your business in a way that's sustainable and healthy.
Christina 39:46
Yep, it's so true. And my people around me, my therapist, is one of those people. I'm learning a lot about myself in the last like year and a half, that there is sacrifice, no matter what you do. But what is the sacrifice? Me working seven days a week, but giving up Sundays and you mentally feel better. This is what worked for me. This is this really, really helped me. Was when I realized the clients that I get to serve and that sit in front of me and I get to love them and hear their stories and make them better human beings. If I don't take care of myself, they do not get the best of me. They didn't sign up to not have the best of me. And I do not want to serve the world if I cannot be at my best, me being at my best means that I have to put boundaries in place, because I think of the faces that I serve and love, they deserve me at my best. Granted. Do I have bad days? I'm exhausted more than others. It's wedding season right now, so my inbox is flooded. I'm I have all these blessings so but in order for me to be the best, you have to learn where your boundaries have to go in place. You have to.
Pualena 41:00
I love that. Do you ever like I'm just trying to think, as a business owner, how difficult it would be to say no to business. Are there ever exceptions for your Sunday rule?
Christina 41:12
Yes, there is. I can think of one right off the top of my head. It was to serve a nonprofit, yes, donating makeup and things like that. I did do that a Sunday, maybe about six months ago.
Pualena 41:24
That’s important for people to hear too, because it's like there's so many all or nothings, and you could, like I would, I'm not saying to make exceptions to your boundaries, because it's so important to hold them and be relentless with it, and we always have flexibility. If it's something like that, right, if it's meaningful to you, if it's your family who asks you to help out on a Sunday, right? Like, there are, there can be exceptions, but you have to make that decision and like, understand, like, what? What will you bend for? Because if you don't know what you'll bend for, you'll break for everything and everyone but yourself.
Christina 42:05
Absolutely yes, yes. It has to be something. Well, it's usually that case it was a nonprofit that it pulled to my heart, so I was like, Yes, I can. I can help. I can do what I can, but to do facials on a Sunday or do weddings on a Sunday, it's a no go. It's an absolute no go. Now, when I say no, another thing that does make me feel better is when I say no, I come with three solutions. So when I'm saying no to a client, because it falls on a Sunday and I just can't, I just can't because it I just can't, and I also, I'm learning I don't owe anyone explanations, which is very hard for me, because I want to love you and explain to you, it's not you. It's really because I will not be good for the rest of the week. But I, when I say no to a wedding client in particular for a Sunday, I will say, I recommend these three ladies that are open, they do have open availability on Sundays, just because I don't want to know to feel like I just closed the door on you. I just want it to feel like maybe a half door, like you're not you can't step in, but the top half is open. So I'm giving you solutions like it makes me that's how I'm mentally…
Pualena 43:15
Redirecting.
Christina 43:16
Yes, I'm just redirecting you so you can't come in here, but there's three solutions for you. So that has definitely helped. Is when I say no, I definitely feel like it makes me a better business woman when I can say no and give a solution for sure.
Pualena 43:34
And they're still getting a great experience with you, even if it's one interaction.
Christina 43:35
Yes, yes, because you might get clients from that, though. I have also they've appreciated how I've responded. Also, I love the client that's like, I love that you have that boundary. That is my favorite kind of client, because we get those responses. But the other types where they're like, that's totally fine. I actually have another wedding I'm attending. Would you be able to do my hair and makeup for that? Like, I mean, you never know where it goes, so just set your no and set it free. That's what my therapist says. Play it and set it free.
Pualena 44:14
Oh, I love that. Oh my gosh. You are such a blessing. I like just, thank you. Thank you for being my friend. Thank you for all that you do in the world. I, we this went by so fast. I we're gonna do it again. That's, it's happening, and we're gonna chat again really soon. But for those who are looking for more information about you, who want to get in touch with you, have questions for you, where can they find you?
Christina 44:38
Absolutely, so Eye Shine Beauty, and the eye is spelled e-y-e, so Eye Shine Beauty and it's eyeshinebeauty.com, eyeshinebeauty on Instagram, eyeshinebeauty on Facebook, but my website would have every link they would need, or be able to contact me from there as well.
Pualena 45:02
Brilliant. Thank you. You are amazing, one of my favorite humans on the planet, and we're going to do this again soon.
Christina 45:07
Thank you so much.
Host Pualena chats with Courtney and Kelly of Screws + Stilletos about the red flags of working with marketing agencies and why taking ownership of your marketing is better for business. Courtney and Kelly explain how they’re helping small business owners take back control of their marketing by providing clients with the tools, templates, and training needed to empower them and scale their businesses sustainably.
From their flagship course Market Like a CMO to actionable tips on simplifying tech stacks and cutting unnecessary costs, this episode is packed with real-world insights—including a case study where a client improved their ad ROI from 3.5x to 11.8x by optimizing SEO.
Courtney and Kelly also share their belief in transparency, simplified systems, and client education as the foundation for scalable growth. Whether you're overwhelmed by marketing tools or just want smarter ways to work, their advice on conducting a tools audit, mapping your conversion funnel, and gathering feedback through market advisory boards is gold. Don’t miss the chance to book a free 15-minute strategy session or attend their monthly Spotlight webinar to learn from industry experts and elevate your marketing game.
About Courtney
From working with Fortune 500 companies, marketing agencies, and small businesses, Courtney has a passion for marketing and strategic business development, which continue to be a driving force behind every venture. She’s an Entrepreneur with SEO, SEM, Analytics, and Web Design as her base, and a Marketing degree from Bentley University. Her marketing and business consulting experience quickly expanded to encompass email marketing, SMM, print, E-commerce, CMS, and business development.
Courtney is a veteran of the digital agency world, working with powerhouses like Google, Amazon, and Wayfair. She is no stranger to helping businesses grow their online presence, brand awareness, ROI, and revenue through consulting on and implementing new strategic initiatives. Whether it is behind a table saw or computer, she is a chameleon dedicated to evolving and growing with businesses to drive success. A strong believer in the saying, “let the numbers do the talking,” she is also committed to driving that growth and success through informed decisions.
About Kelly
Kelly is a seasoned small business owner and entrepreneur who single-handedly built her first business to $5MM in annual revenue in less than 3 years simply by utilizing her experience and natural abilities in marketing, sales, and online development. She has first-hand experience in all areas of digital marketing as well as the importance of inbound marketing and online platforms for the growth, success, and survival of small to mid-sized businesses.
Kelly is a talented marketing strategist and project manager with a proven track record in formulating and implementing creative client-facing solutions that drive increased growth, brand awareness, ROI, and revenue. She’s known as a fast-talking, high-energy, strategic Renaissance woman who has worn every hat imaginable from CEO, CMO & CFO, to SEO, SEM & SMM Specialist, to Director of Operations, Website Developer, VP of Marketing, to Delivery Driver, Packer + Seamstress—all while finding a way to stay positive, motivated, and smiling every step of the way.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Courtney and Kelly | Screws and Stilettos:
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Transcript
Kelly 00:00
The whole thing is, you have this Rolodex of options for when it is right for you, which might not be today, might not be ever, but you can go through and pick what works for you. You should, nobody should try to do everything, because then they're just gonna fail at everything. You just need to pick what works best for you.
Pualena 00:21
Welcome to the RBL Media Podcast. Courtney, Kelly, thank you so much for being here today.
Kelly and Courtney 00:28
Thank you for having us.
Pualena 00:30
Absolutely. So this interview is sandwiched between you guys. You just got off a call. You've got a call at the top of the hour. I think that is like, let's start there, because you have a phenomenal business. You help business owners grow and scale. And you just told me something really epic, because if I was a business owner and I was like, I don't want to live like that, like, that's that sounds really difficult, but there's a caveat. There's a reason why you do it. Tell us. Tell us all the things, who you are, what you do, how you got here and why you schedule things back to back.
Courtney 01:03
I will tell you the juicy part of that first. Before I even tell you anything about me. So the reason we do that, so essentially, I am certified in the neuroscience of peak performance and flow, and with that, you are in different like brain states, essentially when you are in a deep flow state versus a group meeting state. And the reason we do this is to protect essentially, our deep flow so we start our days at the where we want to end our day, and we work our meetings backwards. We only accept meetings on Tuesdays and Thursdays, but we do them back to back to back. All of our clients know this. We constantly reminding them when they want a meeting on Monday, Wednesday or Friday. We don't say no. We say we can meet. We can talk about that on Tuesday, or we can talk about that on Thursday, or yes, we have some more time on Tuesday or Thursday or whatever. We just stick to it. But that gives us our Monday, Wednesday, Friday, to do our heavy work, for our clients, for our own business, or to spend time with our kids, because we both have young ones, and Kelly, I'm gonna throw you under the bus here, has a eight year old who has intestinal failure, so for her, it's being able to get some of those moments with her daughter, who's hospital-homebound and sitting at home, instead of just like her constantly being in the other room, she gets to go spend some time with her when she wants and when she needs. So it gives us that full, fluid autonomy over our schedule and our time during the week. But we also can just sit there and say, like, all right, all of these things I need to take care of based on today's meeting, and I will do them on Wednesday, or I will do them on Friday, essentially. But the other thing too, that people don't realize is what the time it takes to be present in a meeting isn't the only time lost. It's all the cognitive load of you thinking about that meeting coming up, the prep it took for that meeting, and then there's a minimum of a 23 minute offload period that happens when you leave a meeting state, and that group flow state is what happens in a meeting. So when you leave that, it's 23 minutes essential coming off of that before you can then enter into, begin to enter into a deep flow state. So it's really like your one meeting actually consumes about three times the amount of time. And that's why it's so important. If you can back to back to back them, it also forces clients say, like, I'm sorry. We really gotta go. We have another one. Because again, work will expand into the time that you give it, and if you only give them 30 minutes, they come more prepared. Something we're starting to try with our clients is some of them, we're going to be reducing the meetings down to 15 minutes, because we noticed the first 10 to 15 minutes, we're really getting to it. And then they're like, all right, and then just regular chat happens, which is fine…
Kelly 03:51
And we love chat, but at the same time, sometimes we all feel and whether, no matter who is, that you have to fill the 30 minutes, then have to fill the void. And so you're like, just sitting there being like, well, I really need to go, but like, I feel like I'm obligated, because you booked this. You don't need to be there. And it's like, in it's nicer to be able to be much more efficient. Feel like you were super effective, and then let then choose to just drag it out, because you have more time afterwards and enjoy it and not feel the pressure of being like, I've sit through the next 10 minutes. You actually have a nice 10 minutes if it pushes over.
Courtney 04:22
Yeah. So there's multiple reasons why we do it, but all of it comes down to increasing our output, increasing our time for our own families and our own lives, and also being able to have that control of our schedule and reduce our stress. And we just tap into the neuroscience of things and our physiology and how our brain actually works. In order to do that.
Pualena 04:46
I love that. I needed to hear that today because, like, I was just talking to one of our team members, and I was like, I can't get this thing done because I have calls peppered throughout my day all week long, and I have. Like hours, like an hour between 45 minutes, between 15 minutes, between.
Courtney 5:05
And it's useless.
Pualena 5:06
It's useless. It feels like such a waste, and I can't get, like, little things done.
Kelly 05:09
You're like, how do I what do I tackle on my to do list? When I gonna get into something that can't finish? And lose your thought on it?
Courtney 05:15
Maybe I'll get a little snack. Like, you just start coming up with other things to do.
Pualena 4:19
Fold laundry!
Kelly 05:20
What’s really nice, is like, even on Wednesdays, there are work days, like, our free work days. Liked yesterday, Courney’s in California, I'm in Florida. So it was, like, five or six o'clock my time, so three o'clock or so her time, and we were on the phone back and forth, and she's like, you know what, today's like, I’m at peak capacity today, I'm gonna pick out my kids and go and like that. Go ahead. You don't have any meetings you have to do. You got all your work done, and you can just allow yourself that ability to just check out at three o'clock in the afternoon knowing that you've done everything you needed, and you're lined up the next day. And you don't have to just sit there, what's my next thing? What's the next day? Or I have to wait this meeting. You can actually be much more efficient and satisfied with it. And if you're having a bad day, you can just call it a bad day and move on.
Pualena 05:59
Oh my gosh. I feel like you've just sold your services just now. Like, I don’t care what you do, I just want to work with you. Incredible. Well, share with us, you have a phenomenal business. I love the name of your business. I love what you do. Every business in the, on the planet needs what you offer. So share with us what that is, how you got here, all the things.
Kelly 06:24
Yep, Court.
Courtney 06:26
So we are Courtney and Kelly. We are our business is Screws and Stilettos. We also have Market Like a CMO, which is a subcategory of it. But really what we do is we teach people, we teach small business owners how to bring their marketing back in house. And we this all stems from I'm from the agency world. I was a part of the handcuffing and the making sure that we have enough ties on them, that we own enough assets, that they can't move on without us and still do what they're doing, or that we haven't given them enough of the strategy to be able to do it themselves. So they are…
Kelly 7:06
Or take it to another agency.
Courtney 7:07
Yeah, so they’re fully dependent on us. I just didn't align with that style. So over time, we ended up deciding, you know what, we're going to do the opposite, and we're going to re-enable people, and we're going to teach them the strategies. We're going to get them set up with the foundation in a completely open format, none of these locked templates, no hidden anything. So we just set people up with their foundations of where they actually should be. Train them on all of it. They have access to everything, down to their CSS, and then let them go and do it, and they come back to us, sometimes with questions or just like something else that pops up, that they want help on, or they want to learn, and they come back to us. But ultimately, our goal is to re-enable people. And part of this also really stems from the fact that we had a small business. We grew it to $5 million in three years, completely organically. And the big one of the biggest things with that was there really isn't enough guidance of experts, people that really know what they're doing out there to just help you get over that hump or where you're stuck, or teach you that one thing without having to sign on to this entire massive subscription, or whatever it might be, or deal with a bot like chat, which is only…
Kelly 08:24
And the hard thing about being a business owner, small business owner specifically, is you're kind of a sucker. Everyone's looking to go for you. You are vulnerable. You're not sure where to go, and you just really want to succeed, but you don't have the bandwidth, the ability, the expertise, to know where it is. So you go, naturally, you get way too many things. You get involved between things, you split yourself way too much. And inevitably, you're no longer doing your business, you're marketing, you’re HR, and you're not actually doing what you started or you you're really talented at you're really just occupying your time, and you're not in any way being effective with it. So, our goal is that is it? One of my favorite things to do is to get, give me your whole like give me the tools, send me every silly thing you do, every little thing you do, and I'm going to come back to you and tell you the three things you need and get rid of the rest, because I guarantee you don't need them, and you're spending money on all of them just because they look flashy all it means they did a good job targeting you, just like you want to do the same thing for somebody else. So if you see this new tool, it just means they're effectively targeting you. And your the biggest sucker, if you go for it, you don't need them.
Pualena 09:32
So what are, what are some common things that you that you hear from people, and you're like, let it go.
Courtney 09:38
Oh, man, I would say that one of the biggest things is that they have one tool for SMS, one tool for email marketing, one tool for their website. Like all these things.
Kelly 9:50
And then they go, we need a landing page. Let's go to High Level. But why?!
Pualena 09:53
It's so much recently, go on.
Courtney 09:58
So a lot of what we do is. Like something that a platform we absolutely love is HubSpot, and because of the fact it's an omni channel platform, you can do your social media. We run ads through there. We do websites and landing pages, and all your CRM stuff, all your workflows for your email marketing, literally everything in one place. But that isn't, it's not just about the fact that it's all in one place, which is huge in itself. Also just the fact that, like, you have a few less logins to remember.
Kelly 10:29
Or you know less things to charge bank account every month, and you forget about it.
Courtney 10:33
beyond the like sheer obvious things, you also are just getting so much more intelligent information. I mean, one HubSpot contact profile includes the moment that they came to the site, every single thing they did, every conversation they had with your sales team, every email they received, whether they opened it, what they clicked on, like every single detail.
Kelly 10:55
And even before you know their name. You find their name out, their history from before, all their history, any interactivity they did is now there. So it's gonna say profile made on March 1, but it's gonna have February or January history of whatever they have in their cookies from things they've done, interact with your ads, your social media, whatever. But the biggest thing of all is that every tool you have is basically sitting on an island, costing you money. It's giving you something that you like, are feeling out of but the whole purpose of these tools, the whole reason AI exists, the whole reason why you spend money on them, is they're supposed to be doing something for you. They're supposed to be doing the work for you, and you're supposed to be directing it. If you have tools in all different platforms, you are not doing that. You instead, you are bleeding out, and nothing is actually connected, and nothing's actually doing what you're spending the money for, which is intelligently giving you predictive data, giving you suggestions, learning this information, build like doing your nurturing and you're generating for you and people. You can do it from an extreme, where you say, I'm gonna micromanage everything and tell it what to do, or you can say, Go free for all have fun. This is like, who I'm looking for, and start targeting and marketing. But the whole entire point—marketing is not supposed to become your job. Even if you're a CMO, your job is not marketing. It's strategy, it's business development, it's lead generation. It's not the marketing side. It's not putting together email templates every day. What the whole point is that this marketing tools are supposed to do those things for you, if you're like if you don't have them all together, the tools are doing their job, and you're spending the money, and it's not connected in a cycle that can actually move anything for you. So instead, you're just putting money into a black hole. And yeah, it looks great. I have 50 leads from this tool, but guess what? Those 50 leads are going to die because we're inevitably you're not going to follow up with them, or you're going to not be able to follow up with all of them efficiently, or you're gonna drop the ball when they reach out a different platform, or you don't even know that they're already on social media, or all these places, it's not giving you the whole story. And so the whole point of having marketing tools is to have everything be simplified and be communicating and be intelligently working for you. And that's where you need really simplified. If you have 13 tools, and you have a something different for your email, something different for your social media schedule, something different for your website. If your website, your landing page and your blog are not on the same platform, you gotta stop no matter what your those are all doomed because they have to be together.
Pualena 13:16
So, Zapiers and half of them are broken.
Kelly 13:19
Zapier should be your the last resort. It's great tool. I use it for a bunch of clients. It should be your catch all for those that are not able to be done otherwise, and that should only be rare. You should always be able to have something that ties in directly, unless there's a rare occasion you need Zapier. And that's because the whole point of these tools is to do that. And if you're, they're not tying in, that means you have too many tools.
Pualena 13:42
Amen. Tell us. Tell us about this, this sort of segregation of responsibility, as you know, even if you are a CMO or like, what? What are the strategies that we should be focusing on? What is the work that we should be doing day to day, and what exactly should our tools be able to take on for us? What does that setup look like? How do we set ourselves up for success in that space?
Kelly 14:07
I have one thing I can start off with, then Court, you can take over. The biggest thing you have to realize and swallow is you are no longer your opinions no longer matter. You are no longer gonna come up with the next Nike swish. You are no longer gonna come up with the big slogan. You can have 10 different ideas, and nobody cares anymore, because the world of TikTok has taken over all of us, and all we care about is what we want, when we want it, which is now or yesterday, and how we want it. And by the way, we want it for free. Everyone's expectations are so unrealistic, and also it has to be within 15 seconds or you failed. And I'm going somewhere else. I'm gonna burn you like at the stake in front of everybody. It's such a different dynamic. What you need to do as CMO now is to stop everything you've learned and start listening. The most valuable thing you have is the data to tell you what people want, and you have to listen and follow that data. You need to set your system up intelligently and easily. Leave, not don't close like running reports all day. Set it up to give you the information. Like we have one client, they get six prospects emailed to them every morning. It says the top six people that you should go after today and what you should do with them. All of it's automated based on what their ecosystem, what their back end does, and it just automatically goes to them every morning in their inbox, and you need to have the tools, listen and and suggest things to you. So then you can learn and develop. If you're trying to get something to 100% you're failing. You have to go to 80% and then you have to get it out there. And the best success you're going to have is by listening to those people and let them decide what's perfect and be willing to change and alter that. CMOs, you very intelligent, very, I mean, do people have expressed me that you'd die for and they're, I used to want to be the editor in chief of a magazine or newspaper, and I learned pretty quickly that it was probably a dying option. What's interesting is that it's very much the same, like the CMO used to be this creative, really strategic, insightful person, and now that person has to quelch their inspiration and their experience and turn completely and listen. And that's where a lot of CMOs and business owners are lost at this point, because suddenly they're no longer in the driver's seat. They have to be following everybody, which is the users, not the competitors.
Pualena 16:18
It's a different kind of creativity, right?
Courtney 16:21
Yeah. And another thing that CMOS don't do, I don't see enough of these days, but is a way to ensure more success in your products and your business, is by testing things out beforehand. So getting a Market Advisory Board, or whatever you want to call it, of 5 to 10 potential exact targets of yours, and then keep asking them to literally be a part of this Market Advisory Board, or whatever you you're you want to call this board, but essentially, when you go to have an offer, when you go to have a product, you introduce that concept to them, ask them for some advice, Not feedback or opinion. You want advice because they feel they are much more open to sharing with you, and much more open to also feeling like that was a collaborative effort, and therefore purchasing that little ego boost. But, but you want to ask them for advice on the topic, on the concept, on the general idea of the offerings. Then you want to actually show them what you've put together and get their advice on that, on how it can be improved. Again, it's just advice, but you are getting real feedback from real customers before you launch something live and have it flop because you didn't actually understand what language do they want to use, what features do they actually care about, versus what we think in this bubble, that we've created, this vacuum, that we've created this idea, what, what do they actually give a shit about, versus not? And that's really what you want to focus on, and you can… That's what a CMO should really be doing, is like, how can we set up these campaigns for success? Let's not launch ad campaigns with language we think they want to use. Let's talk to sales. What language are people using on calls? Let's talk to our Market Advisory Board. What do you think of this ad language is there like when our product comes to mind, what? What are the biggest benefits we're getting from it? What are the pain points we're selling? Use the language they give you in that advice, and tailor your ads to that, so when that ad comes out, you are speaking the exact language of your exact target.
Pualena 18:29
And when you are a startup, or you're, you know, a solo entrepreneur, how like, what's the best way to find an advisory board with the resources and networks that you have?
Kely 18:40
Who do you know, respect, and admire? There's your person. Especially like, honestly, my time, my dad's friends, like people have known my whole life. Those some people, I'd say, because, guess what? They've had a lot more experience than I am. They're going to be honest with me. They're not going to sugar coat it. There's nothing in it for them. Where I there, it's going to be skewed or anything. It's just real. And it's just like, it's in your best interest. It's either not It's not fluff.
Courtney 19:05
And then if you're looking for some test subjects too, that are like, truly the ideal persona, that's where depending on your product, honestly, LinkedIn is a really great option, because it's not so flooded with DMs that people just assume that this is all going to be a sales pitch, and you can get to them by just messaging them. Or what's even more effective is sending them a personal video and just saying, like, Hi, I'm Courtney. I'm with Market Like a CMO. I am, like, creating this new product that helps X, Y and Z, and I think it'd be really helpful for you. Would you like to be a part of my Market Advisory Board, where you get to give feedback on this, and maybe you get let them test it for free, and let them be a part of that and give that advice. But you can use simple things like LinkedIn and just reach out to people that fit the exact target, ideal customer persona that you want.
Kelly 20:00
And also people who didn't like leave that didn't pan out. The best way to have that turn into the one of the best relationships you have is when they didn't hire you. And you say, but they would have been a great opportunity. You go back to them and say, hey, just what? I have a new product coming. I'd love to hear your advice. I really thought that you could bring a lot to the table. I loved all the things you're doing. And just don't, you're not asking them to pay you anything. You're giving them things for free. But now suddenly that per that failed opportunity, that that lead, that did not, that did not close, is suddenly going to be one of your best advocates, because you just gave a big ego boost, and they're getting word of mouth is most powerful thing you have. They're going to be the one starting to spread. And they didn't, you didn't have to work with them.
Courney 20:36
And you just won them back.
Pualena 20:39
And you're creating this really beautiful, hopefully lasting relationship where they're ready, they come back to you. I love that, that’s so…
Kelly 20:48
One of my favorite day, this sounds weird, is the day we get fired, which means that and then they say fired, and quote, unquote, it's when a client is we've gotten everything. They're ready to go. We've set them up perfectly, and we like push and farewell say, let us know anything in the future. And so often we send them something like wine glasses or something. We're like, great, cool. But then we just that's, that's my day of success. They we got their system where they need to be. We got them set up. They feel confident, comfortable, they're ready to go, and now they are not tied to anybody that's under they have complete control. They have complete adaptability, and they can come back and when they have a new idea, but they're not strapped to us. It's not a retainer for life. You're not. I think it's so wrong that the world of subscription based that's consumed, all opposed for, you don't know anything anymore, like my own Microsoft Word that I thought I bought in law school, apparently I didn't, because the subscription is still going, going, going, and I went to cancel it recently, my $6.99 a month, and they shut off my email from law school, and I can't access it without re setting up my desktop old word to get to it. And now I do $9.99 a month for something. I just need to occasionally access this email. The whole world you is so infiltrated with this hook you and keep you for life that you have to be willing and be excited about the times where you cut those ties. And that's one of my favorite things to do, because I'm like, no, I'm not your burden. I'm I got you everything you needed. You're just ready, like you're set up for success, and that's what makes me the most proud.
Pualena 22:21
I love that. And as a small business, right? Like you are no longer tethered. If somebody's on a subscription with you, it's almost like you have to be available all the time for them. So, it’s total freedom.
Kelly 22:34
Yeah, and some day shits gonna hit the fan because they woke up in bad mood. They're me on Microsoft Word. I'm just satyin, I don’t want to pay $6.99 a month for something I don't use. And then the email happened. So suddenly, this thing that never bothered me, and now I'm mad about it. I'm bitching about it, not the only time I'm bitching about it, because it burned me, and that subscription, which you just thought was easy money, suddenly is now becoming a negative experience, a negative influence, negative reviews, and it could turn something that could have been a great experience and an awesome farewell to a negative experience. And that's really, I genuinely. I'm really more sensitive or gentle about it. I'm really aggressive about hating agencies. I think it's criminal, like what they do. I think they set people for failure, and then they just hook you in so you are tied up for life until you inevitably fail, because they're that's their goal. You are their cash cow. And I just think it's really a wrong world to be in.
Pualena 23:28
Yeah, I love this direction, and I think it's it's it empowers both sides, like and I would love to learn more about the process that you teach and how you do empower your clients to really take that marketing into their own hands and what their options are. Because the other thing that you mentioned just almost in passing a few minutes ago was, like, a smaller business with less capital is not able to invest in these big marketing opportunities, right? And so I'm like, Well, do I just have to wait until I make enough money to actually, like, get my name out there. What are my options? And how can I grow my business while I'm still so small?
Courtney 24:09
I think, I think it really comes down to leaning into your foundations and making sure that first, first and foremost, again, we've mentioned the tools thing, but we do a tools audit, we do conversion funnel mapping, and we really kind of get a gage of like, where is your income from and coming from, what is your lifetime value to customer acquisition costs, your LTV to CAC, where? What tools are you using, and where are the opportunities here for you to be able to grow and scale the most efficiently and effectively, while keeping your customer satisfaction the highest. And of course, we always want to be customer centric in everything that we do, but we want to be able to make that base foundation. And if you can't, if you don't get that base foundation set up right, you are just scaling a mess into a bigger mess. And a lot of what these smaller companies do is when they bring on these other tools, or they start having, like, 10 or 12 different funnels of ways that they're trying to bring people in and get them on board, they essentially are over complicating it. And so whether it's from the starting with like increasing your performance and your productivity with peak performance, neuroscience strategies, going into the tools audit, going into your conversion funnel, mapping and simplifying everything, because simplification is what's actually going to be the most scalable. So that's really where we start. Is like, let's simplify all these processes, all these habits that you have, all these tools, which ones are the most effective? Let's start there and start building from there. Then we get you with a solid foundation that you know how to manage. We have a whole Market Like a CMO course. So we go into all the things. So SEO ads for like Google, Meta, we go into the the peak performance, we go into reporting and HubSpot changes and all the things, but very specific to what works the best based on all of our the last seven years of our consulting, but also our last 18 and 19 years of marketing experience that we've been doing and how we build businesses. So we really take all that stuff that's in our course, but really the thing that is the most impactful is that you get us and we will help guide you through that foundational setup and then through the training that you need. We will point you to the best training option, whether it's a video or whether there's someone else out there that might be a better fit for training you on X, Y and Z than us. We will always point you in that direction. But the biggest thing is you will never get a college student, college graduate, that is learning for the first time this month on your dime, teaching you how to do it. You will only ever get from us experts in ourselves or the expert partners that we've worked with at times. And that's really what it's about. It's you. You get you simplify, you get that foundation set up, and from there you you get your training, and you get handed to kind of the package, and you're off, and you go.
Kelly 27:17
And also peace of mind, because a lot of times people come in, they think, oh my gosh, there's this new thing I heard about, where my competitors are doing this and all the stuff, and we really push that if you have more than one social media platform, you have too many. Most likely you have one that's going to be successful, if anything, and then the other ones can just be clones of it in some variation. There's tons of ways to automate that, but outside of that, don't even try to do other ones. If you have ads, and you are not setting them up so that that that every impression that person saw is completely carried to their whole experience. And if you have solid SEO, so you're not paying premium dollar for your paid ads, because your SEO is. If that's not the case, then turn it off right now. Stop spending the money, because I guarantee the leads you're getting are not worth what you're getting if they're even good leads at all. Set up the foundation, clean up the system, make it as cheap as possible. Improve your SEO so you're paying less for your paid ads. Then turn it on and Courtney, I utilize stats, but one client we took, they were spending a lot of money. They were brought in, we were do their ads, and when we the first time we presented to them as to what we were going to do is that we sort of post the picture of PowerPoint. And the thing is, a black hole, it was, this is where your money's going into a black hole, turn it off. And we turned off all of their spend for how long Court?
Courtney 28:29
So, we turned it off for six months, actually. And that's where we to give you an example of how bad it was. You typed in, and this is an e-comm brand, a retail brand. So you typed in, it's been around for a long time. It's not a newbie. Yeah, 30 years. They've 30, almost 40 years they've been in business at this point, but you typed in their exact brand name and their exact product name, and their competitors showed up.
Kelly 28:51
Yeah, they did not. They did not.
Courtney 28:55
In images, their own product didn't show up, but their competitors did. Oh, so what we did is we turned it off…
Kelly 28:59
They're spending a lot of money.
Courtney 29:00
They're spending eight grand a month. So we turned off their campaigns. The campaigns weren't the problem. We turned off their campaigns. We rebuilt their system.
Kelly 29:10
Sorry, real quick. Everyone thinks it's their campaigns. They think I need a new creative, a new message. I guarantee you don't. I guarantee there might be some optimizations to do there, but that's the last thing you should touch. Is off, is changing your campaigns because I guarantee there's actually outside causes that are actually making your campaigns fail. Go ahead, Court.
Courtney 29:28
So, what we did is we we revamped their SEO, we revamped their website, made it more user friendly, optimized every image the page, the metadata, all the content within the pages. We optimized everything, image, file sizes, everything. And then what we did is, after six months of doing this, we trained them up on it, we launched the exact same campaigns at the exact same…
Kelly 29:53
Nothing changed. Nothing.
Courtney 29:54
At the same $8,000 a month budget. And what happened is, the $8,000 a month before was driving $28,000 in revenue. So that was a 3.5 ROI. And when we relaunched it again, exact same campaigns, exact same spend, they were now at an 11.8 ROI in making $94,000 on their $8,000.
Pualena 30:19
Holy smokes.
Courtney 30:20
Yes, nothing from the ads.
Kelly 30:21
Yeah, because their actual foundation, their website, was not where it needed to be to then make those ads work. And what people don't realize is, if your website's shit, if your SEO is bad, if your images aren't named, you're paying more for every impression, for every click, than the person next door. Your competitor is going to pay less money for your brand name than you're going to pay because your score is weaker. You need to have this you're sending somebody to a page that does not have an overlap with that ad. If the keywords aren't there, if your metadata is not there, you're going to pay much more for that one click than anybody else is going to and so it is worth you're actually saving money by not spending money, because you're fixing your foundation to then actually make it work correctly.
Courtney 31:07
And if I could just jump in with one big red flag, if your agency, especially an ad agency, tells you that they're going to put your landing page on this yourbrandname.net or your brand name.org, and your brand your net regular website is like brand name.com, that's a flag. That is not in your best interest. Do not do that.
Pualena 31:32
Why would anyone do that?
Courtney 31:33
They do it so they the the agency owns the domain.
Pualena 31:34
Oh.
Courtney 31:36
Yes.
Kelly 31:38
Because they have all their templates in the back end. They're gonna say, Oh, hey, Courtney, I'm gonna make this great landing issue. They're gonna take, here's my five in my stash. I'm gonna take this one, put Courtney's name and face on it, launch it in five minutes, and all the credit is going to the agency. You're getting a little bit of juice. You're literally there. But the whole point, the all the value, all the brand, all the recognition, the domain juice you have, is completely gone, and they're getting credit for it.
Pualena 32:01
Why would anyone say yes to that all the time?
Courtney 32:06
Oh my. Well, it'll be X amount more, and it'll be like, three more weeks lead time if you want us to try and create this on your platform that we don't have access to and all this stuff, but instead, we can get you up and live in 12 hours or 24 hours, if you want to just do instead of, I'm going to throw out a real person's name, suncoasttrimclinic.com instead you go suncoasttrimclinic.net we can now get your landing page up in 24 hours, or it's going to take three weeks.
Kelly 32:35
But you're going to pay 10 times more for every single lead than you would if you had it on your own site.
Pualena 32:40
That’s insane.
Courtney 32:41
Yep, and they do it. And the thing is, you don't have any of that connected SEO juice from your site.
Kelly 32:46
You don’t even own the domain. They do.
Courtney 32:48
It’s all on islands. They're treated as two different entities by the search engine. Your quality score is lower. You're paying more. You're just not getting that like the traffic, that engagement from that paid…
Kelly 33:02
Not even the learnings of these people who are visiting, they don't fill out a form. If you had on your own domain, you at least know where they came, but you don't know.
Courtney 33:09
But all of that SEO juice, or that engagement, that traffic, all of that stuff, is not being shared across your domains, which makes everything less effective. So it might look like it's doing well, but it could be doing 30, 50, 60 times 60% better by having it just on your own domain. So huge red flag. If they want your landing page on a separate domain, fire them before they even get started.
Pualena 33:35
Wild. Thank you. You probably saved a lot of people a lot of money. I didn't even know that thing that they did.
Kelly 33:40
Oh, yeah, it's very common. It's the trap. And Courtney, if you want to just give a quick I always think it's interesting with her agency experience, the breakdown of how much your where your dollar is actually spent on a month. And she, I mean, it's it, go ahead.
Courtney 33:51
I would say about 20% to 30% of what you're spending is actually on real work. The rest of it is account management, it's project management, it's some reporting, it's the inter-agency, administrative stuff. It's like 20% to 30% real work, and that's it.
Kelly 34:11
So, you're paying 10, it'll be 10 man hours a month, two hours max on what’s getting done, maybe three on work. The rest is all back end stuff. Because guess what? You're their profit margin, they're looking the same thing.
Pualena 34:24
And there are your ads on top of that, right? That's just the basic.
Kelly 34:26
No, yeah, that's just your sort of base fee, yeah. Then you're spending actual money in the ads. And guess what, they're going, no matter what happens, they're gonna spin a stellar report. I've seen so many reports come through when we're working with the client, and they have a different agency, and we keep our mouth shut respectfully at the time they're sitting there and they're like, oh, your social media grew 200%. Well, guess what? When you have two and now you have four, then it's like, not that hard for followers, like it’s all relative but they're gonna spin it phenomenally when they're like, when they say you have, well, you're probably like, say your sessions went up 20% or 200% Well, guess what? The duration for people visiting is about three seconds. They're all the wrong people. They did nothing. You spent all this money. It didn't actually convert into anything. And they're always going to carve out the good story, leave out the others. And that's, I'm whole heartedly against that. Like I think it's completely I just think it's criminal. You're paying somebody to do something. They're going to tell you the right story that you want to hear, so you keep paying them, but it's actually not the truth. So when we look to the clients, like, all right, so here's good, here's the bad, and here's the reality. And like, this went well, but this is and you have to tell them the truth, and that what's really the issues. Otherwise, it's never going to get move. They're never going to move they're never gonna move a needle. They're never gonna succeed. And I feel like, one thing that we sometimes like, Oh, this is gonna be one day where we're gonna tell somebody, well, they don't want to hear but guess what? That's the most important day, and that's the one where they're gonna look back and be the most grateful for because that's what we could actually make a difference on.
Courtney 35:56
And you know what? A lot of what we do, too, is like for the clients, where we do manage things, because some people just want us to manage it anyways. For the clients, where we do manage it, if we see a dip in ads, we go head first and like, dive in. It doesn't matter if it takes eight hours overnight for us to figure out.
Kelly 36:13
Courtney finds rabbit holes to go down.
Courtney 36:1
I know, I did that last week. But why is it that we're seeing this dip, and how can we fix it? Not, not, oh, that dip didn't happen. But in the thing is, it's also not unique to marketing. I was even just talking with my friend the other day, who is a research scientist. She focuses on genetics and oncology cures, basically. So she is in the gene testing of oncology space, and there's a startup she's working with, and she was just talking about how some of the scientists in her group tried to present one month of the clinical data as the results, because it was the best month, whereas the other months were shit. And it's not unique to marketing. People do this all the time, but it's wrong, and it's just, it's not giving you the full picture. And if there's a downturn, honestly, that's not a bad thing. That means there's a huge learning opportunity. What is going on, and you're better off catching it now than you are when you scale and you've lost a hell of a lot more. So just be honest about it and dive in and figure out what's going on.
Kelly 37:25
And you know what's amazing about bringing up the ugly and sharing it is now you've given your client, the person, the control to make decisions, and if that decision is not listening to us, getting rid of us, closing their business, that's all okay, because the end of the day, it's their business. It's their decision. And if you don't give them that information, you just took away their control, their their it needed. It's their yeah and, and if there's plenty of times where we've talked to somebody, and after the fact, when you like, you know they're better suited somewhere something else or somewhere else, or they're better like, coming back in a few months and do something different, and that's okay. And I think that that you have to be okay with that. You have to also accept that just because you talk to somebody or you think they'd be a good fit, that they are the right fit for you. Ultimately, it's your business, your decision, and they need to let you have control of that.
Pualena 38:14
Absolutely, I love this so much because you're you're offering a true education. Like, to your point, I think we all, at this point, we're aware that there's those, you know, snake oil sales people out there that, like, in the marketing space, it's kind of..
Kelly 38:31
That’s all TikTock, that is all snake oil, like, it's crazy.
Pualena 38:35
It's crazy and like, so now, as consumers, I think that's why there's been such a boom in DIY, because they're like, You know what? I'm just gonna YouTube it like, let me just figure this out on my own. At least I have control. I don't trust anybody.
Courtney 38:48
But guess what? You also don't know what you're getting on that end.
Pualena 38:53
Exactly, and it's so just like, there's just so much noise and to offer what you do in in a way that is so transparent and just so customer centric. It's beautiful. And I would say to anybody out there listening to this podcast, yes, like, please contact you guys if this is resonating, or at least, at the very least, find someone that you respect, that you admire, that you trust and invest in a solution that makes sense for you.
Kelly 39:24
No, I think you said solution, and it made me think one thing we do off to people, especially ones who are complete strangers, is a 15 minute Solution Call, get on high. What's your problem? Where are you? And we'll tell you what direction to go. We're not going to end it with a sales pitch. We're not going to say, sign on the dotted line. We're going to be honest with you. And if that honesty turns into another follow up conversation. That's great. If it doesn't, that's perfectly fine. But one of the best things is Courtney, really does the majority of them is, but these the School Library. So she has probably 200 videos this time, this point, with all different topics. At any time, somebody's asking us for something or want to train people on things we make, usually something or two or four minutes. It's not like you're signing up for life. Yeah, you have a few minutes. And then there's a summary and a guide steps of it, and it's just all going to our School Library. And so if somebody signs up, then they have full access to it for life. And you can go, you don't try to learn it all today, just pick what you need today. And then six months from now, you say, I'm going to really work on my email marketing. Go in and watch the email marketing videos. Months from now you say I need to figure out how to my email marketing is suddenly crashed, my open rate is horrible, why? You go in and I can just blab all day long about why your email marketing changed and what you need to do. The whole thing is you have this Rolodex of options for when it is right for you, which might not be today, might not be ever, but you can go through and pick what works for you. You should, nobody should try to do everything, because then they're just gonna fail at everything. You just need to pick what works best for you.
Pualena 40:48
Absolutely, that 15 minute fit call, I think, is a huge green flag for people like the fact that anybody that says, I want you to work with someone that works that is appropriate for you, and I will also make a decision if we're a good fit to support you. That speaks volumes. It's not like we can help you. Give us your money we got you. You know, it's, it's a really, I love that direction that I think a lot of you know smaller coaching companies and courses and programs are going towards it's such a win-win, and it's you're encouraged to, like, go and do your research. Talk to multiple people, explore multiple programs, see what works for you. I love what you offer. How can people learn more? How do they know maybe, if they might be a good fit? What are? What are some of those things that you can share.
Courtney 41:39
Sure, so they can, if they want to schedule a strategy session with us, they can go to marketlikeacmo.com/strategy-session, you can just go ahead and schedule it right there. But really. What it comes down to is we work with companies that do have a significant recurring revenue, small businesses.
Pualena 42:00
What's significant?
Courtney 42:01
So, sorry, small businesses. So ultimately, it's companies that are about $50,000 to $150,000 a month got it is what they revenue is. And the reason we work with that is because usually they're of a size to be able to make moves and make an impact, and for us to be able to help them with the fullest. That being said, if someone smaller still wants to have a strategy session, I mean, I, I was part of a co-ed business fraternity in college, and we recently had one of my brothers, quote, unquote, reach out to me and say, like, I'm lost. I don't know where I should be in my career.
Kelly 42:37
He has every degree you could ever imagine now, now he doesn't know the direction to go, and completely outside of, like, our normal.
Courtney 42:44
Yeah. And ultimately it came down to like, you know what? Just hop on a call with us. We helped give him guidance. I helped set him up with another one of our quote, unquote, fraternity brothers, but and then he gave him some recruiting advice. And ultimately, he's now starting his own business and stuff like that. But we also know that if he ever needs anything, or he's ever stuck in that position, we've already built trust with him, and he will come back and ask for some help. And he knows that in certain realms, if he's ever just like I need to know just how to do this, one thing, he can always come to us. But at the end of the day, we also feel good that we helped him start his business, and that we didn't take advantage of him. We didn't charge him anything. We spent a few hours helping him, but that's because we also genuinely really want people to succeed, and it's something we saw was so much more difficult starting our own businesses is that it's just like, just like parenting. We've lost so much with a generational home that you no longer have that built in knowledge that's being passed down, and there's not the best way to backfill it, and instead it of parenting where you're just kind of like sitting at home with this infant, like, what? What the f am I supposed to do right now?
Kelly 43:56
Keep it alive? Yeah, your goal.
Courtney 43:59
On the opposite end of the spectrum, you have social media and these marketing influencers that have been around for three to six months and trying to tell you, this is how you do it. And it drives me nuts, because, like you actually, you know a very specific outline that someone taught.
Kelly 44:16
And that’s even if they’re being honest about what they know and where things are.
Courtney 44:19
And just this one funnel is all the the only thing you know, but you actually don't understand how this contributes to the larger, how this is scalable, what this means for your customers, how to really be in front of them, listening to them, adapting with them, that sort of thing. So I went on a huge tangent there.
Kelly 44:38
One thing I do want to say so Court was talking about the the larger number is really where they is, where they really look for our services to overhaul and really build and get them where they're going. But that being said, you can be a startup. You can be $1,000 a month. What we'll tell you is you shouldn't pay us for somebody else a bunch of money, because you should keep them money for. Yourself and invest in your education, your future. We'll help you. We'll give you some resources. We'll give you the tools. We're happy to give you direction. And don't sign up for us or anybody else when you don't have the means to do so. And what we what the biggest thing to do is simplify everything you have. Figure out what actually is going to move your needle. Focus on that. And then six months from now, if you want to go back to whatever app or tool, whatever thing you we made your shelf, then you can go back then. But first, the best success you're going to have is simplifying, not spending on third parties and stuff like that, and educating yourself. So whether it's we can you can get a subscription to our school thing and just use school, Courtney's home there, use her account in school, and don't pay somebody top dollar to teach you something that we can teach you right in there. That's where money is effectively spent for small budget or new businesses, so that they are still in control. They're investing in their education and not in somebody else's bottom line.
Pualena 46:01
Beautiful. I love it. Thank you. Thank you for doing what you do, for being so supportive, so transparent. You've probably saved several people listening to this, quite a bit of money today.
Courtney 46:13
If I could offer one more bit of advice when it comes to an agency experience, if you are part of a company who is dead set on working with an agency and outsourcing. My best advice to you is that when you are going through the process of determining the best agency for your business, ask those agencies if they would be willing to get you set up, get you running and instead of after the two to three month mark, where you lose your main point of contact, and you get that recent college grad, tell them that at that point, like in your contract, you want that after two to three months, after they've set you up, that you want to then be trained on exactly how they're doing it.
Kelly 46:50
You'll pay, you pay them.
Courtney 46:52
But you want them to train you. And that's but the biggest part of this is, whether or not you go forward with them. Doesn’t matter what they offer you. Really doesn't matter, if they are not open to considering that idea, they are not trustworthy because they don't have your interests at the top of mind. That's the biggest thing to get out of that. If whether or not you choose to go that route is totally up to you, but if they are not willing to help you get to where you need to be, then they're not for you.
Pualena 47:28
Fantastic advice. I'm going to just, you know, if people don't have time to listen to a whole podcast, I'm going to send them to the last five minutes, because this was like gold, especially for people who are out there trying to find their way. Just thank you for sharing.
Kelly 47:42
One other suggestion. Just thing on the side is that a free thing that we do once a month is Extra Spotlight. So we have one next week. Keep an eye out, because what we do is, once a month, for one hour, we bring in an expert, not us, somebody who's just really like the cream of the crop in there. It's last month's social media. This month is podcasts and webinars. Let that expert for 30 minutes, completely free, just it's just as a Zoom meeting. You sign up on our website, you they'll teach you things and give you their best advice for 30 minutes, the next 30 minutes, open forum. Any questions you have, you can show them your own stuff. You can send, like, if you send Nick a podcast or a webinar, he'll get he'll do a recording, a three minute recording for free, back to you as to what you can do better. And it's for us. I mean, I'm not gonna pretend, I talk a little fast, if you haven't noticed, I kind of jump all over the place. I am not your podcast webinar training person, because I could be probably trained better myself, but we have great connections with people who do, and that's information that we want people to know, because podcasting is a great tool. People are jumping right on it, though, but if you're not good at it, you're just wasting your time. And so Nick is really good at streamlining those types of things. So he coaches and consult people on successful actually, and seeing it at actual like events and presentations, webinars and podcasts. So it once a month is a different topic. It's always, is the third Thursday? Is it Court? I'm forgetting, yeah, third Thursday of every month. And then if you have, to leave, we'll send you the recording afterwards, but then you just have it now. You have an expert just teaching you the most important things about that topic. And if one month the topic isn't interesting, then wait for the next one.
Pualena 49:09
That's awesome. We will link to your website in the show notes, where people can get on your list they can learn about all of these things. Kelly, Courtney, thank you so much for being here today. I'm so grateful. Any final thoughts?
Courtney 49:19
We could go all day.
Kelly 49:20
You have no shortage of something from us. We don’t try to one up each other, it’s just, naturally we just feed off each other.
Pualena 49:32
it's so fun. Having three people on here is so fun. I don't want to ever do a two-person podcast again. Thank you. Thank you again for sharing. Yeah, let's stay in touch. This has been amazing.
Courtney 49:44
Thank you very much. Really appreciate it.
Pualena 49:46
Thank you.
In this motivational episode, Pua sits down with Markus Gerszi, partner at Best Hour of Their Day, to unpack what it really takes to build a thriving CrossFit affiliate. Markus shares his journey—from gym owner to business coach—highlighting the game-changing principles behind Best Hour of Their Day. He explains why running a gym shouldn’t be just about fitness—it needs to be focused on hospitality, community, and delivering an unforgettable experience.
Markus breaks down the biggest mistakes gym owners make and how refining sales, marketing, operations, and mindset can turn a struggling gym into a powerhouse. He dives into the grit, honesty, and teamwork that fuel long-term success while giving a behind-the-scenes look at Best Hour of Their Day’s fun, fast-paced culture. Get ready for insights, laughs, and actionable takeaways that will challenge the way you think about gym ownership and running a thriving business!
About Markus Gerszi
Markus Gerszi is a seasoned entrepreneur and business strategist with over a decade of experience helping gym owners build and scale successful fitness businesses. A former gym owner himself, Markus founded, operated, and sold CrossFit Active Performance, which was repeatedly voted the #1 CrossFit gym in Orange County, CA.
As a partner at Best Hour of Their Day, Markus works directly with CrossFit affiliate owners to build better businesses. His team helps gym owners refine their vision, optimize sales, marketing, operations, budgeting, and mindset, and develop world-class coaching teams. By integrating strong business fundamentals with top-tier service, Markus ensures gyms thrive—creating better experiences for owners, coaches, and members alike.
With over 10,000 hours of one-on-one coaching and more than 1,500 gym owners served, Markus is dedicated to empowering passionate fitness entrepreneurs. His mission is to help them clarify their purpose, refine their business strategies, and implement client acquisition and engagement systems that drive impact, revenue, and long-term success.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Markus Gerszi | Best Hour of Their Day:
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Transcript
Markus 0:00
Are you willing to do the work consistently for a long enough period of time to make this work? It's no different than the member in the gym. Doesn't matter if someone shows up and they're 150 pounds overweight and haven't worked out a day in their life, it's like, yeah, but you're here, and if you keep showing up here for a long enough period of time, you are going to completely transform yourself, not just physically, but mentally, emotionally, and become a whole new version of yourself.
Pualena 0:30
Markus, thank you so much for being here, for chatting with me today. I've been looking forward to this for a while.
Markus 0:36
Well, likewise, happy to be here.
Pualena 0:40
We've worked together for several years now. And whenever I think about you and Best Hour of Their Day, you have always been the definition of my ideal client. I don't know if I ever told you that.
Markus 0:53
No, you haven't, but I appreciate that very much. Happy to hear.
Pualena 0:56
Absolutely. And I'd love, I'm excited for everybody to meet you and to hear your story, because I don't think I've ever actually asked you how you yourself got to where you are. I'm excited for people to learn about Best Hour of Their Day. So this is just going to be a really exciting hour for us. Awesome. Let's Do It Amazing. So yeah, tell the people who are you? What do you do, and what is Best Hour of Their Day? So.
Markus 1:23
My name is Markus Gerszi. I am one of a few partners at Best Hour of Their Day. And we help CrossFit affiliate owners build a better business, and we do that by working with them directly on everything from clarifying their vision and who they are to the obvious sales, marketing, operations, budgeting, mindset, everything in between. We also work directly with their coaches to help make sure that their coaches truly are best in class and they're delivering the best possible service that they can and when you combine having a really sound business side of things in a really sound service that's all looked at through one lens, then you get a really awesome gym. Then everybody wins.
Pualena 2:07
Epic. And are you still the only coaching program that is endorsed by CrossFit?
Markus 2:13
We're not the only one that is, we are the first, but we are the only one that does both the business development and the coach development.
Pualena 2:21
That’s awesome. And you yourself have been a CrossFiter for many years. Yes?
Markus 2:27
Yes, correct.
Pualena 2:28
Before you had, before you moved to the library, you actually had a belt hanging behind you. It looked like a UFC belt. Is that? Was that a CrossFit? Did you earn that?
Markus 2:38
No, it's not anything uh, related to any achievement other than that is actually an ownership belt. We, me and my two other partners, we each have one hanging on the wall. It's for a Best Hour of Their Day. It’s just a fun little thing we got.
Pualena 2:52
that's awesome. I saw it, and I meant to ask you about it, amazing. So from a like, I think owning a gym is something that people assume is like, Oh, it's so easy. You get to work out all day and you just hang out with your friends and you work out with them and like, what's, what's so hard about that? And I would love to dive in to not only is it not a piece of cake to operate a gym or a CrossFit affiliate, but there are things that you teach that will take any, I think about, What's that movie where like, Average Joe's gym versus like, the snakes. And like, you can run a successful business, a successful gym, you know, a boutique fitness facility. And then you can run an elite facility where people are like, they just want to be there all the time. The community is incredible. The way that the business is run is smooth. The owners are making money. They're not just kind of surviving. And I feel like that is the caliber of your coaching program, both from the business side and the coaches side, which is brilliant. So could you share a little bit about the evolution of how you developed this programming and what really stands out in terms of business development for somebody who may have been just doing it on their own, versus somebody that's able to get guidance and coaching from your team.
Markus 4:31
Yeah, happy to well, first and foremost, I want to say, you know, although the gym business may be simple, it doesn't make it easy. You know, there's far more complex business operations you can get involved in. It is really straightforward once you understand it. But the challenge is that most just fundamentally don't understand the game that they're playing, and it's where a lot of people get lost in the weeds. That's one thing. The second thing is, you have a lot of people who, you know, they're doing this because they fell in love with fitness. You know, fitness had a massive impact on them, personally and directly. And this is the story we've heard time and time again that inspired them to say, well, then that's what I want to help other people discover, and I want to make that impact. And then, because the barrier to entry is pretty low, to start your own gym, it's easy to get started, and you've got people then who don't necessarily have any experience in or understanding of the business, and unfortunately, when you've got a lot of people who are getting into business for the first time, and the majority of the industry is on a more novice end of the spectrum, as far as the business is concerned, and you have a lot of the blind leading the blind, and it's no one trying to lead anyone astray. It's that a lot of the people who become successful in this space, I found a lot of their success by accident, and that, you know, they're like, well, this is what I did, and it worked for me, not factoring in many of the other little details that really made the difference in why that strategy happened to work for them in their particular situation, in their particular market. And so that's kind of the space. And so you know, both myself and my two partners, Jason and Fern, really grew up in the CrossFit space and that we we all found it as athletes, you know, in the mid to, you know, late 2000s and you know, I just fell in love with it as as a consumer. And I was already in business development and consulting with small, typically service based businesses. And, you know, the gym I was at is… as amazing as what we were doing there was, the business was a disaster. And I was just blown away with how it kept growing and how rabid the following was there. I mean, it was truly a like a base of raving fans. In this place that was not fancy, not run well. I mean, when I first reached out, I found the website, which was terrible, tried calling, left voicemails, sent emails. Had to look them up, drive there and go there, not once, but twice to finally catch someone there because they were closed most of the day, for me to walk in and be like, Dude, I've been trying to sign up for like, two weeks. And he's just like, oh yeah, sorry. We don't, we don't do that. I was just like, wow, okay. And anyway, so I, you know, I joined, I fell in love with it, just like the rest of us. And I just couldn't believe how the business was being run, and despite that, it was still doing well. And I just as I started to learn more about CrossFit, the methodology and the community, the greater community out there, and recognize just how incredibly powerful this movement was and this methodology was. I mean, it was, it truly redefined and reset the standard for what fitness is. How it's defined, and what's possible when you when you do it really, really well. And it was a, it was a really inspiring situation. And yet, every affiliate owner that I came across was a mess, business wise, despite great intentions, working their tails off. And then finally, one day, Jeff, the owner of my space, was like, Hey, wait a minute. I heard what you do. Can you help me? And so I said, Oh, man, I'm so happy you finally asked. And, you know, we did some really basic stuff, and it worked really well. And then next thing you know, I had like, 10 or 15 other of his friends reach out, and they're like, hey, what you did for Jeff? Can you help us? And it started to snowball. And I started to specialize in, in doing more and more of just the same thing, which is in any niche. As you start to really focus on that, you start, you can start to go deeper and really dial something in, and eventually it's all I started focusing on and spending my time on was CrossFit affiliates and other businesses that were supporting affiliates in the space. And that was in 2008 and lots of water under the bridge since then.
Pualena 9:18
Yeah, it sounds like a pretty familiar story, too. Just for entrepreneurship in general, there is the one thing that you love or that you're good at and that you created a business around the rest of it. Nobody knows what they're doing. And without some guidance, I think it's easy to sort of just let things simmer and just, you know, keep the lights on. Would you say that there were adjustments, little tweaks, little things that made a big difference, that are applicable to both, like a CrossFit affiliate or a gym, and could also be implemented to, really any business in the world that would shift things for people?
Markus 10:05
Well, that's, that's a long list, because really what it comes down to is just mastering the fundamentals. There is no, sure there's going to be some, some niche specific or, you know, CrossFit affiliate business specific details. And, you know, kind of turnkey proven systems or tactics, if you will. But it's all built on the back of just about just sound fundamentals in sales, marketing, operations, leadership, money management and so on. And you know, really the main thing, and this goes back to something we spoke about a little bit ago, which was understanding what business you're in, and you're not in the fitness business, you're not in the gym business. You are in the hospitality business. Interesting. And when you understand that this is the hospitality business, and I'm here to provide an experience, and it just so happens that the thing that I sell is fitness, but that's not the business I'm in. The businessman is the hospitality and that the game is all about developing professional coaches to deliver this on my behalf, per my unique version of this recipe, then you can really start to play the game and that's ultimately what this is about. So once you first understand what you're even doing, then you can start to really adjust and look at what other successful hospitality businesses do. I had some background in the hospitality industry, both in restaurants and concert venues, but more importantly, in the hotel business, and I had the unique privilege of working for the Ritz Carlton for a couple of years, where I learned a whole lot. That for me was, it was a paradigm shift, because, you know, I was, I was raised by two immigrant parents who had small local businesses, and I worked in those businesses and did every job possible in those businesses, and was just around people who worked really hard, cared really hard about their client base and wanted to be the best at what they did. And understanding systems, and understanding that hospitality and designing an experience customer service can be a system, and not just how you are, but it can be taught. It can be measured, it can be repeated. It was something I learned at the Ritz, and it really changed my perspective and that happened just shortly before I got into the consulting that I was doing, and then ultimately the CrossFit stuff. And when you, when you carry that into this business, you can start to really unlock these, these basic fundamentals around, you know, like I said, around around marketing, it's like, we want to share stories. When it comes to sales, it's around speed, and it's about, about matching the sales experience to the service that you're going to provide, right? Like you wouldn't be selling Ferraris and then have a Hyundai dealership experience in front of that for your sales experience, and it's not going to sync up. It's like, you look at where we are and you expect me to spend a half a million dollars on a car. They don't sync so just understanding, like, okay, if this is what we're delivering and this is what our promise is in our service, then you reverse engineer the onboarding and integration into that service. And then you go in front of that and you say, Okay, well, then how does it need to be sold and positioned, and how big is the gap in someone's understanding and the value of what we do so how much education is baked into the sales process? And then you go ahead to the marketing, and it's all things you can read about in countless wonderful business books and here on wonderful podcasts. But it's the lens you view it through that then really has it makes it clear.
Pualena 13:48
That is so fascinating to think about this as hospitality, because you're right, and it's, you know, I think about all of the gyms that I've been a part of, and what is most memorable to me is the first day I show up, and the community and the friends that I ended up making, those are the two things I always think about. What was it like my very first day? Because it's always scary, right? And so it's, was it memorable? Did I, was I welcomed? Was it difficult? You remember your first day. It was a two week first day, and it was difficult, right? And then there's the community aspect, which seems like it saves a lot of gyms, that to your point, right? Like perhaps the business side of it is not so strong, but the community is so strong that it kind of makes up for it. So imagine all of these spaces with amazing communities and a really solid foundation for business. That's a recipe for just inevitable growth, right?
Markus 14:52
I mean, yeah, that's, that's basically it, you know, you want to combine a great plan and great execution along with an. Environment people genuinely want to be around, where people feel seen, people feel important. Their the value that they're receiving from being there goes far beyond just the baseline service that they, you know, think they got they came there for, or that they went there for initially. You know, people sign up at a gym or like one of our CrossFit affiliates, or any CrossFit affiliate, this is a, kind of a universal thing that happens there because of the joint suffering, if you will, like you come in, you do something really hard together, and everybody comes out alive, and everyone feels awesome. And then you, you know, there's a bonding element to that. But it is, it is really, it's a really special thing. And this is the part of it that we, you know, we love so much, is that it, it really is an incredibly powerful thing that happens inside of the four walls of the CrossFit affiliate, and that, you know, people come to this place because they want to lose some weight, they want to look a little bit better in their jeans, or fill in the blank with, usually a more superficial goal. And what ends up happening is that they end up falling in love with fitness for the first time. They make an incredible group of friends that they never saw coming. And it becomes that third place. You know, it's like people have work, they have home, and they've got room for one more. And that is the story across the board, and that these communities become where these people want to be, and if you can just take that and combine it with with some great fundamentals, just done really well, and, you know, an intentional plan, and just following that plan consistently, you can build an awesome business that, you know, makes a great impact, provides great jobs for people, and ultimately gives you what you want, which is you can make a great living doing what you love.
Pualena 16:41
That's beautiful. I imagine also that CrossFit affiliate owners are probably, like, the most relentless people on the planet. Like, CrossFit is hard. It's so fun, it's such a it's so empowering. And like, you know what, it is hard and what I love is like, there's the RX right, the like elite, baseline, and all of the ways that you can scale, and you're always able to challenge yourself. And there's always going to be something that shows a weakness, and the fact that people come back again and again and again to improve on their weaknesses, to get a little bit stronger every day. Like those people, the ones that showed up one day and never left, are the ones that become affiliate owners, and they have this, like drive in them. I'm sure that, you know, there's like, there's no quit in them, and so I imagine not knowing how to run a business properly, but wanting it so badly like that drive keeps it alive, and then to find out about Best Hour of Their Day and the resources that are available from like a free podcast all the way up into you know, your full program allows these people to just take a breath and say, okay, don't have to fight this anymore. I don't have to just keep suffering through this business owner process, like, what a phenomenal thing for people to come across. I mean, what are your thoughts on that does that is that accurate? Are those the kind of people that end up owning affiliates?
Markus 18:16
I mean, yes and no, yes in that. You know, CrossFitters are uniquely skilled at suffering over and over again, you know. And you know, it's like, oh, that was terrible. Can't wait to go back tomorrow. But, and it definitely cultivates a strong mind, and, you know, makes you psychologically and emotionally stronger and more robust. But just like anything in life, you know, it's the things that we practice, are the things that we get better at. And just because you have that work ethic there doesn't mean that, you know, whatever identity we're carrying around about who we are as a businessman or woman, you know, isn't still going to feel weak and insecure when it comes to this business thing that I try so hard to do, and I continue to suck or fail at, for their perspective and once, but once we get through that part, and we can show them that look, you can work hard or doesn't have to be super hard, you just have to work on purpose, on the right things in the right order, that you can make really meaningful progress in a really short amount of time. And for some it's longer, because sometimes there's a bigger mess to clean up, or maybe they're just getting off the ground and they're brand new. But moral of the story is, is that once you channel that you know, and you'll hear this from people who've been in business a long time that they're just like, oh, there's that moment that you figured it out. And it's not that you have all the answers, but you at least understand what's going on and how to how to win. And you know for us, we really bring all the attention around to the habits, and we really drilled it down to look, it doesn't matter where you're located or how big your facility is, or how fancy it is, or how many people you've got, or anything other than, are you willing to do the work consistently for a long enough period of time to make this work? So, nodifferent than the member in the gym, doesn't matter if someone shows up and they're 150 pounds overweight and haven't worked out a day in their life. It's like, yeah, but you're here, and if you keep showing up here for a long enough period of time, you are going to completely transform yourself, not just physically, but mentally, emotionally, and become a whole new version of yourself. Same thing is true in business. There's really no difference. It's going to feel hard. You're going to feel like you got hit by a bus the first several times, many times that you do it, because you don't. You haven't adapted yet. You don't really have your wherewithal as to, like, how to be efficient at this yet. But I promise, if you keep showing up and doing the right things in the right order, there's a tipping point where all of a sudden you're like, Oh, this is starting to make sense. I'm starting to get some traction. And and just like the fitness example, you will all of a sudden start to make really meaningful progress and build a wonderful business. And yeah, CrossFitters are uniquely, I think, tougher than many just because of the nature of what they do. But you know, it doesn't mean that it's not hard and scary to face your demons and your the the areas that you're not as confident or competent in yet, and realize and have to admit to yourself, you're like, Man, I actually kind of suck at this, and I might want to get some help, and at that point, you have the opportunity to make a change for yourself.
Pualena 21:33
You have been a part of both growing CrossFit affiliates and successfully, you know, seeing them soar with their success and supporting them through the challenges, you have also been a part of the rapid growth of Best Hour of Their Day as a business. And I feel lucky to have been able to kind of see a little bit from the from the back end, kind of from afar, I've watched this business and everything that you offer and your team just expand so quickly. Let's talk a little bit about what that was like, and your role in that, and just your experience in building this phenomenal organization.
Markus 22:19
Well, thank you very much for that. It's been a lot of fun. And you know, I've been, I've been an entrepreneur most of my adult life, and I've had the privilege of working on lots of different projects, most of which, you know, some of which went okay, a couple went really well. Most of them didn't, but that's the nature of the game. And so, yeah, when, when we teamed up, Jason, Fern and myself, right when all this stuff was was the concept was coming together, and we were turning the podcast into an actual business. It was immediately apparent, having worked on so many different projects over the years, you you can tell very quickly when something has legs. And really what it came down to is it was the three of us. We all, even though we had very different experiences in the CrossFit space, both my partners are long time CrossFit seminar staff coaches and very well known and very well respected, had each been doing this for well over a decade. Which those are the people who work for CrossFit and actually create the, you know, they run the seminars that create the coaches all the way level one, all the way up to four, and they, but also affiliate owners. And we just saw the same thing. We just saw this really important community of people who who deserve better support. And we so we so we wanted to put something together that trimmed out all the all the unnecessary crap and fluff, and just said, Okay, let's, let's do something that's really designed for them, not for us. And sure, we wanted to build a good business. But one of our core values is affiliates first, and that means every decision we make is it must serve the affiliate community, and if it's not good for the CrossFit affiliate, then we're not going to do it. And there are many decisions that we could make differently that would make us more efficient, maybe, or more profitable, and we choose not to do them, because ultimately, it comes down to the client for us, and that's been that way from the beginning. And you know, we had a mission that we were very clear on from the beginning, and set of values that we were clear on from the beginning. Sure, they've evolved a little bit as we've matured, but it's the same idea, and we've just had three people who were willing to work their asses off to make this happen. And you know, you get the right people in the room together who care about the same thing enough, and bring different skill sets. We're also very different people. And so we bring different perspectives and different skills to the table. And it was a really great combination, right from the start. And you know, we've been lucky to attract and hold on to some really special people, that we've now been able to build a wonderful team to help us make all this happen.
Pualena 25:07
Phenomenal. And how many people do you have now on the team?
Markus 25:11
I think we've got 21 or 22 people on the team itself, and then a slew of contractors and VAs and things like that as well.
Pualena 25:20
Oh my gosh. 21 I feel lucky to have met a handful of them. Every single person that we get to interact with is, you have a gift for I don't know if it's like your onboarding or you recognize things in people, their values, their personality, their energy, but everybody is not only bought into the mission and just like the vibe of the organization, but there is this like collective, like motivation behind everything and Every conversation that we have with your team, and it's, it's, it's such a collective vision, and to be able to share that with a team that I think is quite big, like 21 people that is, that's no joke, plus contractors, like I, I am a contractor for you, and I feel like a small part of your team. I feel like we share your values, we share, we know your brand. You know, how do you teach that?
Markus 26:27
We do put a lot of care into our hiring and onboarding process. And that's really just how you start the relationship, let alone then, you know, managing that relationship. And, you know, one of our other core values is, what we say is Team, Team, Team, and our team of eight players are what make all of this possible, and we invest accordingly. And that is, we make that very clear from the beginning. You know, we one of the conversations we have with people as they're first coming on board is, you know, is this something you you see yourself doing for the next while, or is this something you want to do for the next five or 10 years? You know, we want to make sure we are, we're aligned on the most important things, which really comes down to work ethic and values and the mission that we're on. And if someone aligns with that, then we're already most of the way there. And that's really how we hire, and it's also how we fire. I mean, we, luckily, we've brought on a lot of wonderful people, and we've been pretty strict on the front end, so we, we haven't had to get rid of too many people. But at the end of the day, it's, it is really about creating a team of people that not only can help make this mission possible and get the work done, but truly, a group of people who who genuinely enjoy working together, that's, you know, at least for me, a big priority here, because we, we all care very deeply about this community. We all care very deeply about the mission that we're on. And because of that, it's, it's easy to work through challenges. Everyone makes mistakes. No one's expected to be perfect, but we do expect you to communicate well, own up to it, and let's learn and grow together. And so, yeah, we're very lucky to have the people on board that we do. I'm really grateful for that.
Pualena 28:12
Yeah, you've built a phenomenal team. What is the most fun part of Best Hour of Their Day for you, as somebody who's seen it grow from the ground up.
Markus 28:25
Well, a couple aspects. Number one, I, we like to give each other a hard time, particularly my two partners and I, and it's, it's on a pretty advanced level, so we have a good time giving each other a hard time a lot of the time. So that's that makes it really fun, especially even when things are serious and things are you know, we're working out a bigger challenge, that there's always someone cracking a joke and someone lightening it up in one way or the other, and that's really unique, and that carries through the whole team, but particularly with my partners, I really enjoy that aspect of it. But for me, personally, what I actually enjoy the most about the work that I get to do is to actually be out on the scene. I genuinely love being around people. I love being in a room where I know I can, at least I can try to add value and help make their lives better, and if it's just teaching them something or giving them maybe a different perspective on something, you know, those are the things I like. So it's the mastermind events that we host for our clients. Those are my very favorite thing that we do, but also being out on the scene where, you know, we're going and speaking at the different, you know, CrossFit summits, or the CrossFit Games and things like that. So any chance they get to be around our community of people with my team, that's my sweet spot.
Pualena 29:46
That's awesome. I was hoping you would bring up how much of a jokester you all are, because I think that like to me, that is a beautiful filter for hiring team members for attracting the clients that you want to work with. It is, I would venture to say it's not for everybody, but it's hilarious. And if anybody has ever listened to your podcast, looked at your social media and it is so much fun to just consume your content.
Markus 30:19
Well, thank you for that. To be clear, my social media is boring as can be, because I am barely on there, barely post, but our Best Hour of Their Day content, for sure. Jay and Fern, in particular, they've got a really cool dynamic where, you know, they just, like I said, everyone likes to give each other shit constantly. And it's very apparent, and you're right, it definitely, it is through the whole team and again. I mean, I hate to be a broken record here, but it comes down to for us, it's our values, and one of them is to have a good time. And you know, one of the things that is a requirement for us, it's like, man, if you can't, if you can't take a joke and or be in that environment, then you're going to hate it here, because when it's really serious is going to be when the most offensive joke is going to slide out. And you know, if you can’t laugh that off, then you know this isn't going to be for you. But no, we definitely like to have a good time. And the, you know, the silliness, if you will, of it is, is rooted in the brand, because it's, you know, we believe, again, like we're talking about serious stuff. We're talking about business. We're talking about, you know, relationships and employees and money and, you know, real stuff. And we're always going to shoot you straight, and we're going to give you the honest answer. That doesn't mean we can't have a good time while we're doing it. This isn't all serious enough. It doesn't all need to be dry and boring. We can have a good time while we do it too.
Pualena 31:49
Absolutely. And it allows, I think, for people, I just listened to a podcast and they spoke about communication and laughter and how laughter is it can, like, bring everybody's energy on the same level very quickly. Like, if you just meet somebody and you're able to laugh with them, you immediately create a deeper connection than if it's too serious, or if you guys feel like you're not on the same page. So for a program like this, where you are, like, exposing people's, you know, weaknesses in business or vulnerabilities or things that they're not comfortable with, and lacing that with laughter and humor, like, come on, it's, it's like a recipe for the best program ever, right?
Markus 32:37
Well, appreciate that, that is, like I said, it's, it's a core ingredient in in what we do, because it's, you know, we're we all like to laugh and have a good time. And, like I said, it helps the medicine go down sometimes. So, yeah.
Pualena 32:50
Absolutely. That's incredible. On the opposite side of that, I'm curious what challenges you've had in growing the business and or what some common challenges are that you see in maybe affiliate owners and their businesses, and just, you know, if there's anything that people listening, whether they're in the CrossFit community or not, everybody is in the entrepreneurship space and maybe going through similar challenges, and might be able to glean some wisdom or get some ideas from anything that you've experienced.
Markus 33:23
Well, I don't know about wisdom, but I'll tell you what we experienced. Yeah, I mean for us, I mean, we're just like, like everyone, you know, we're constantly learning and growing. And you know, what you know for us is a challenge. You know, was a challenge a year ago may not be the challenge now. And, you know, we, we just try to be really honest with ourselves about what the what the biggest constraint is in the business at the moment, and, you know, try to make sure we're all seeing the same thing. And then we, we dive in on it and try to resolve it. And then the next one pokes its head up and it's like, oh, what's that? And, you know, so it's a constantly moving target for us, and at least in my understanding and my experience, that never goes away. It just changes. And I heard on the podcast recently, it's like, you know, it's like, in video games, you've got, like, the level one boss, level two boss, level three boss, and it's like, once you've beaten level one and level two, it's really easy to just fly through those levels and beat the boss, but then you get to the one you haven't beaten before, and you're like, What the hell am I supposed to what the hell am I supposed to do? And you've got to learn and grow. And you know, I think business is a forced personal development journey, because the business is always a reflection of your own limitations and the stories that you believe about yourself and the world around you to be true, are what's going to dictate how, how it goes in business for you, in many ways, and so whenever you butt up against something you you know it's not just a tactical thing that you need to fix. It's oftentimes coming from a deeper place in that it's maybe it's a belief that you have or that you've instilled in your team, or that someone on your team is responsible for something they have. And, you know, for Jay Fern and myself, you know, we're constantly rotating through, you know, as we say, like, who's the problem, you know, or what's the problem. And it's like, it's always, you know, one of us, or multiple of us, and you know, our perspective or our understanding, and you know, we work it out, and then we move on to the next one. So, and I think that's going to be true in any business, and if you're a lone wolf and you're going it alone, then it's all going to be a reflection of yours. When you've got partnerships, it adds some complexity, because it's now not just you, it could be you and one other and you and a couple other, or you and this guy and you and that gal next time. So it definitely makes things interesting in that regard. But for affiliate owners, I mean, this, the same principle is going to apply there. But, you know, oftentimes we just again, like I said, people just don't understand the game that they're playing most often, which, you know, I've likened it kind of to, like chess and checkers. If you don't know what you're looking at, they look pretty similar. It's the same board. You're like, Oh, we've got some players, and these ones are a little fancier than those. And it's like many people get into the gym business. They think it's checkers and it's actually chess. And if you're playing with checkers rules, you're going to get your ass kicked over and over again and wonder why you might get lucky every once in a blue moon. But you know, you just need to understand the game that you're playing. And so yeah, that's all I'll say about that.
Pualena 36:21
Yeah, makes a lot of sense. You, you kind of skated past something that I kind of want to bring back to the surface.
Markus 36:30
What's that?
Pualena 36:31
We're honest with each other about where we're at? That, to me, is huge, because a lot of times when we have a point of contention or some some sort of opportunity to improve something in your business. Oftentimes it's really difficult to look at it like you don't want to look at the ugly stuff. You only want to look at what makes you look good, and the inability to focus in and have create awareness around the things that aren't functioning properly, or, you know, opportunities for growth. That's a huge skill. And the fact that is just so foundational to your partnership, I think, is it's, it's really impressive.
Markus 37:16
Yeah, and don't get me wrong, we definitely don't have a perfect score, you know, but it's, it's definitely something we are constantly working on. And, you know, like I said, this is the part where sometimes I'm the one with the blind spot and I don't see it, or I don't get it, or it's, you know, a couple of us, or, you know, one of the other guys. And, you know, the the reality is, is that, you know, we can always remind ourselves that we're trying. We're all trying to do the same thing. We all care very deeply about this mission, about this team, about our clients, and that none of us are ever not trying our best to do it. And sometimes you just don't see it. And that's okay, because we all, again, come from different backgrounds and have different experiences and different personalities and and, and, and so you you know, we're all as long as we're all honest with each other about it. And sometimes it sucks. Sometimes you're the one who gets called out, and you're like, Oh man, like, I really screwed that up, or I really didn't see that. And you know, we do our best to always just, you know, kindly, but honestly, indirectly, just tell each other the truth and be like, dude, that sucked, and let's learn from it and move on. No one's, you know, we've all made our mistakes, some small, some really big, and but we're still here, and we're still we're still fighting. So you know, we're going to keep, keep doing that moving forward, and keep doing our best to shoot each other straight like that.
Pualena 38:44
Yeah, that's awesome, a great partnership, and it sounds like that's also what you do for your clients who may have no business partner at all. They're just alone running this gym, and they need somebody to be honest with them and to give them the feedback that they aren't getting anywhere else, because they aren't going to give it to themselves, right?
Markus 39:05
Yeah, it's, it's actually really tough, I think, for for people who are on their own, because, you know, running a business, it's pretty lonely, because you know, again, especially if you want to do well, you want to talk to people who are doing well, which in any business, isn't the majority. And so it can be really tough, let alone you know someone that you can be open and honest with and share your dirty laundry with and be like, Man, this is totally screwed up, and I don't know what to do, and I'm scared. And you know when you when you find a good business coach slash mentor, whatever you want to call it, that you know you can trust and that knows that you know has your best interests at heart. It's as close as you can get to a good business partner as possible. And you know, for a lot of people out there, they've been going at it alone for a long time and working really hard and under. Not understanding why it's not working, or what about it isn't working. And then, you know, we get to come in where this is all we eat, sleep and breathe. We've literally done this 1000s of times, and they come in and they're just like, I'm a snowflake. And you're like, No, you're not. It feels like you're a snowflake. I know I have also felt like a snowflake, but I also was not a snowflake. And just getting working through that with someone, just knowing they have someone in their corner who cares and that can help them. And you know, although you know, a big part of what our responsibility is as a business coach is to help make this easier and faster for them to succeed, it's also our obligation to teach them along the way, and sometimes you got to have a harder conversation or let them come to a conclusion so that they can, they can learn the bigger lesson and level up. And that's what we try to do for our people.
Pualena 40:55
Yeah, yeah. That's huge, and it's, it's a testament to investing in good coaching. Oh yeah.
Markus 41:03
No question.
Pualena 41:04
Hard stop the floundering. You know.
Markus 41:06
Absolutely, and I've done it at every level, from my very first crummy coaching situation that I got into, which still even my very worst experiences, I still learned something that was invaluable. So I find oftentimes people get into a business coaching thing, and they're like, Well, exactly how much my ROI and this and that you may learn what you don't want and what you don't like and what doesn't work, which is equally as valuable. And so there's always something to benefit, always something to learn from a coaching situation, but you're absolutely right when, when you do find really good ones, it is like a fast forward button on, on your business, on your understanding of the business, on your success. And so, I mean, I personally, I it's very clear to me in my path, at least, that whenever I'm working with a coach, which is almost all the time that I am doing way better. It feels way easier. And the mistakes, although they still need to be made, you don't get to skip the mistakes. They're far less, uh, impactful. The consequences are, are far smaller, and you learn quicker, and you can move past it better. So, yeah, I am a huge, huge fan. I mean, we take our own medicine, too.
Pualena 42:25
Yeah, I I just joined a coaching program for specifically for design agency owners and to be able to invest in something within your niche. So like you serve CrossFit affiliate owners, could I have a boot camp and join your program? No. So you are specific to this type of business where you understand it so deeply that you can give them a formula, they still have to do the work. They have to implement it and execute it, but that formula has been proven over and over and over again that is worth its weight in gold. Yes, it's an initial investment that will pay off for years.
Markus 43:12
It pays off indefinitely, because if you learn, yeah, I mean, yes, I could not agree with you more. It is, has been a cornerstone in my business journey is I love to get hyper niche, because the when you're really, really specific in who you serve, in the problem that you solve, you can, rather than kind of solving a bunch of problems, you can really solve the main problem. And that's far more valuable, and it's far more scalable, because it's rather than, well, now I've got to tweak what I do a little bit for this person and for this situation and that business model, you get to just be like, Nope. I'm very, very clear on who I serve, and equally, if not more importantly, who I don't serve, so that I can just master this particular problem or set of problems, and add an enormous amount of value. Makes it easier for you, it's more replicable for you, makes it more profitable for you. It's way easier to market, it's way easier to sell, it's way easier to create happy clients. In my opinion, it is the golden ticket, if you will, if you're in any sort of consulting business. And then, honestly, I mean, it applies to any business, but it really applies to education and, you know, any sort of consulting service that you do, you know, it's like, Hey, I build websites, or I build websites for gym owners. It's like, oh, well, now I've got, like, a very specific set of problems that I can focus on solving and master solving. And yeah, so I'm very happy to hear that. Good for you, Pua.
Pualena 44:50
thank you. It's, it's been a game changer. It's awesome.
Markus 44:55
Yeah, I believe that.
Pualena 44:57
Yeah, incredible. Well. I imagine that there are many people listening who may not be affiliate owners, but are probably CrossFitters and will share this with their community. Community. I do want to ask you about that. Before we wrap, you saw where I was going, and I'm going to reel it back so you have created a phenomenal community of affiliate owners who probably, I'm guessing I'm not in your program, but correct me if I'm wrong.
Markus 45:28
Not yet.
Pualena 45:29
Not yet, exactly, I've thought about it.
Markus 45:33
You'd be great at it.
Pualena 45:35
Thank you. Anyway, well, we'll talk after really, truly, I think it would be so fun. Okay, anyway, do your community members now? Like, are they? How is it set up? Do they stay in the community after they've gone through and completed the program?
Markus 45:51
Yeah, so we we’re actually transitioning how we are doing that. So timing is great. So I'll kind of explain the old way and talk about what we're transitioning to. So what we've done from almost the beginning, which you're aware of, with the Kajabi platform that we're on, we use the Kajabi communities, and we created one that was for the active clients. We actually had a couple in there, because we had the coach development group and the business development group, and then when someone would leave the program, they would be put into an alumni group, and that way, people could still have communication with one another. They still had a place that they can go, where they knew everyone there spoke the same language and we but as I've communicated with you separately on other calls, like the those communities really didn't do it for us the way that we wanted them to do it. And I know we were on, like, the older version of it. There's newer versions now, but what we've actually been experimenting with is slack and creating these communities on Slack instead, and it's been a total game changer for us. And yes, people are, they have access to the all the stuff when they're an active client, where we've got, you know, different channels with different topics, and they're in, you know, a certain group with their coach and and, and, and however, then when they leave the program, that they then are put into a separate group. And I'm actually not sure, because we're just in the process of rolling this out. We're not even completed in rolling this out if we're going to keep a Slack channel for them to stay in after the fact, or if we're going to come up with something else. So I'm not quite sure for that, but historically, for the last almost five years now, we have done it to where, yes, we keep people in the community after, like I said, for their reasons and for ours, because then we have a place that we can go to and still provide some ongoing education. And you know, oftentimes people are like, You know what, I'm back in, and they come full circle. And it's a beautiful thing. Everybody wins.
Pualena 47:54
Absolutely. Because I imagine, after going through this program and seeing people come in and share some of the challenges that maybe they had a year ago, six months ago, five years ago, and be able to almost step in in a pseudo coaching role to support those new people in the program. I was curious if that was something that you had experienced with the group, but it sounds like they were a little bit separate.
Markus 48:19
Yeah, we don't have the active clients in those groups, but we have all of the inactive clients are in that alumni group. And we would have, like I said, regular topics that we would do in there and go in and teach and update on things. And, you know, I'd say, all in all, it was a it was a really light lift for us operationally, but, you know, it definitely drove people back into the front of the machine, which is a good thing. And, yeah, I mean, I think it's always good to keep it community. But the we do see a lot of that inside of our active client community, where the people who have been there a while, because we've got people now in their fourth year of Affiliate University, to where, you know, they are really, I mean, they're not only are they running amazing businesses at this point, but they've really become leaders within our community, and we've got, we've got a few 100 active clients at any given time. And you know, when you've got that core group of people who are the kind of senior clients and have the most experience and have built these incredible businesses and communities. And, you know, really have what everyone else there wants. You know, they're by default, you know, stepping up and helping and sharing. And, you know, we just had it happen earlier today where someone was expressing a problem, and one of our senior clients was like, Oh, I've, I've got you on that. And they broke off separately and worked it out real easy. And we're obviously there to support our clients. But when you've got a pool of people who are all teachers by nature, these are all people who run, you know, a coaching business, once the lights light bulbs go off for them, they're they're not shy and turning around and being like, I'll. Help you. I know how to solve that problem, so it's really cool. It's a really special thing to see.
Pualena 50:04
Thank you. Thank you for doing what you do, for supporting people in the way that you do, both internally with Best Hour of Their Day and with your clients. You've created some phenomenal affiliates. I, there are some that I are literally on this island, that I've met the owners, and they're thriving, and so what you do really, really makes a difference. So if anyone listening is curious, they want to learn more. They want to hear your jokes, from just wanting to hear your humor to wanting to refer their affiliate owner to you. Where can they find you, and how can they learn more?
Markus 50:45
Yeah, just look up Best Hour of Their Day.com. You can find our website, which will have all the resources on there. If you're looking to just kind of dip your toe in, just go check out the podcast. You can find us on any of the major podcast platforms, or YouTube for that matter. It's always a video show, so you can always go and watch and kind of get to know the crew a little bit more that way. So but yeah, thank you so much for having us on and giving me a chance to come on here and blab for a little while with you. But it's always a pleasure to get to catch up with you, Pua, and we're truly grateful to have had the opportunity to have met you and worked with you and helping us build this whole platform, because truly you helped us level everything up tremendously, from not just our front end web presentation and the design that you helped us put together on the front end and really leveling up the brand, but the entire education system that is running the whole thing behind the scenes. So thank you to you and your team for everything you've done for us.
Pualena 51:3i
A pleasure to support you and yeah, let's keep it going.
Markus 51:40
Awesome. Thanks, Pua.
Pualena 51:41
Take care. We'll talk to you soon.
Scott Cate joins Pualena on the podcast to dive into 301 Pro, a game-changing link shortener and dynamic routing tool built for marketers and businesses who want full control over their links. Unlike traditional shorteners like Bitly—now showing ads on free accounts—301 Pro goes beyond simple redirects with powerful features like time-based and location-based routing, QR code tracking, and in-depth analytics.
Scott reveals how businesses can use dynamic links to supercharge their marketing campaigns, tailor content to users in real-time, and even adjust experiences based on factors like weather and language detection. Whether you're running global campaigns, managing multilingual content, or optimizing QR codes for different audiences, 301 Pro makes it seamless.
He also shares a critical tip: never hard-code your QR codes—with 301 Pro, you can update them in real-time and avoid costly mistakes. And for RBL Media podcast listeners, Scott has a special offer: use code RBL for 50% off when you sign up!
About Scott Cate
Scott Cate is a Cloud Builder Advocate who speaks at events of all sizes, connecting with developers. Passionate about sharing knowledge, Scott enjoys teaching strengths, identifying weaknesses, and driving improvement. His career motto is: "Learn. Build. Share."
With a proven track record of delivering complex, high-value products through invention, program management, and product management, Scott combines entrepreneurial instincts, deep technical expertise, and a strong ability to motivate cross-functional teams at all levels.
Their experience includes serving as the voice of the business, effectively communicating risk for maximum impact, building strong relationships with vendors and clients, and leading companies to new heights. A seasoned technology leader, Scott excels as a strategic business partner, adapts easily to change, manages multiple tasks simultaneously, and thrives on learning and teaching new concepts.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Scott Cate | 301 Pro:
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Transcript:
Scott 00:00
Are you the same person at 8am or 3pm or 11pm? Think about how like your mindset, and it changes. And then the follow up to that is, neither are your customers. But you're still serving them the same happy go lucky, 8am content as 11pm. It's a very different mindset.
Pualena 00:23
Scott, amazing to have you. Thank you so much for joining me today.
Scott 00:26
The feeling is mutual. I'm excited to be here.
Pualena 00:31
I'm thrilled, and I would love to open with just praising you for being such a phenomenal guest. You showed up. I I'm gonna, I'm gonna spill your secret. You just shared a document with me that, not only shows…
Scott 00:43
An outline and has like 10 words on it.
Pualena 00:47
It was, I mean 10 meaningful, intentional words. That's all, that's all you can ask for.
Scott 00:52
When I get on stage, I have a little cheat sheet, and I don't like to read from the screen, but I like little postcards with one word on it, just as a reminder, like, talk about this, talk about this. And it's really a good way for me to get on stage and not have to worry about what I'm going to say, because I have a cheat sheet, but I am not reading the words on, you know that kind of stuff.
Pualena 01:15
For sure. It's a sign also that you deeply know and love your topic, right? You just need a word to be like, Oh yeah, and let’s talk about this.
Scott 01:25
A reminder. Yeah, I tell you, I do sometimes go out of order, which is why I didn't put all my words on one piece of paper. I put all my words on an individual three by five card. And then after I'm done talking about something, I could just ditch it
Pualena 01:41
So you just shuffle it and see what comes next?
Scott 01:45
I have an order, but t doesn't always land that way. Yeah, absolutely. When I'm on stage, I like, walk around, so if I walk over there, I forget my note cards, and then I come back, I'm like, oh, that's out of order. Anyway. Sorry.
Pualena 01:57
All good. Well, share with us who you are what you're all about, what your business is, and your favorite thing about your business. Let's start there.
Scott 02:06
Okay, wow. So I'm a computer nerd, and I have been my entire life, and I have a product now called 301 Pro, and it's probably, and I'm not exaggerating, it's probably the 50th time I've built this product, and it's a generic product. It's a link shortener, like it competes with Bitly, and we'll talk more about some of the really cool things we've done to reinvent that. But all the products I've created through my whole life, we've needed a link shortener, and they're really easy to build. You're like, you have a database, you have a short link. You have a long link. For people that don't know what a link shortener is like Bitly, instead of posting like your whole website URL on social media, you just get a short link, and then it's called the link shortener, because all it does is sort of expand to the big link. But I've written this so many times. I worked at Microsoft for five years, and inside Microsoft, we built a link shortener, and then I worked at Amazon, and inside Amazon, built a link shortener, and then, like, literally everything I've done. So finally, I'm like, You know what? We've done some really cool things with this. I think people want to pay for it. And turns out they do.
Pualena 03:17
Link shorteners have been around for quite a while, and I find that I am always looking for them, but I'm never consciously thinking about like, you know, you go into your you share an Amazon link, and you grab the short link because it's easier, but you're not conscious that that's what you're utilizing as a tool, right? But it's so essential at this stage.
Scott 03:41
Especially for analytics, I'll tell you the number one reason people use a link shortener. Maybe you agree with this, of some of the things you've done in the past is for analytics, because it's outside the domain of the destination. Like, if I want to promote your podcast, like, when this airs, I want to say, Hey, I was on stage with Pua, but I'm going to put a short link in front of it, because then I know how it worked, and that's true for advertising. Like anytime I want to direct traffic, I sort of want credit for that traffic, whether I'm paying for it or not. So Analytics is a big part of the link shortener. It's something in control of the marketer, not the developer.
Pualena 04:21
Absolutely. Yeah, I think that's a huge part of why I've ever used it is, like, if I'm sending someone to your website, I can't see that they got there from me unless I use, I mean, I apologize for using Bitly up until today.
Scott 04:37
No, no. Don't apologize. I love Bitly. Bitly sort of invented this, and is like the 800 pound gorilla that everybody knows and loves. Although Bitly has given us a gift, and I say us as a company. I don't know if you've seen this in the news, but just this month, Bitly has started putting ads on links.
Pualena 04:58
Oh.
Scott 05:00
I know. Look at your face. So. If you use a Bitlu link, which, again, we like Bitly, I sort of have this funny thing, right? I don't know, this might be the first time it's recorded, but it's okay. Thank you, Bitly, for not innovating for the last 20 years, because you've given us an opportunity. But I want to be friendly with Bitly. I don't want them to be mad at me like they just don't have any of the features that that, you know, we'll, we'll talk about some of the benefits of but, yeah. They're starting to show ads on your bit links. So it used to be short link, long link, click go. Now it's short link, interstitial ad. Like, in 10 seconds, you'll be redirected to whatever the long link is, like, they put an ad there, and then you go to the destination. So we, we don't necessarily agree with that business model, although I also don't think it's a bad business model. Bitly is, like, we got 100 million people doing this. We're not making any money on it. So, like, good for them, also good for me.
Pualena 05:58
Yeah. Did you pay to get that taken out if you don't want it.
Scott 06:02
Yeah, yeah, they only put ads on the free accounts.
Pualena 06:06
So if you're paying, creative and smart and yet annoying,
Scott 06:11
Exactly, we actually don't have a free account at all.
Pualena 06:14
Yeah, you guys strictly pay to play.
Scott 06:18
Yeah, our plans are $9 up to $199 a month, with some feature differences between the two. And it's really a professional tool, like if you are just sending a link to a friend, you're not going to pay $9 a month for that. But if you're doing any sort of paid advertising, or real tracking, affiliate marketing, or some of the other things that we'll talk about, in fact, let me just show you one. So here's, here's what started. Inside Amazon, they have a link shortener, which you actually referenced, and they have a rule. And the rule says you can, it's a business rule. You can only create a link if it goes to amazon.com which makes sense, right? But now, how do you enforce that? Like, let's say there's 20 people on your team and they're creating short links, and I'm one of those people. I'm like, hey, I created this YouTube video that talks about Amazon, and the business rule says, no, no, no. But I'm like, dude, it's Amazon. Like, yes, I want to, I want to do that. So we have a rule at the team level that says these are the allowed domains, and that's now easy to enforce. Nobody on the team can create rules that's not part of that official domain. That's probably an extreme statement. Not many people have that requirement, but that's sort of where this idea started. So Bitly is a short link to long link. We're short link to a rules engine that determines the destination. And when I first say that people like what? So let me give you a real world example. Let's talk about this podcast. Let's say you have a rules engine that says before this date, go to the promotional copy where we're going to talk about Scott being on the show. And after this date, go to the podcast. Like, that's the simplest rule. It's a date before and after. What do you think?
Pualena 08:14
Like conditional formatting in a form?
Scott 08:18
Yeah, exactly. Do you remember there's a website. It's really cool. Everybody loves IFTT?
Pualena 08:24
Yeah.
Scott 08:25
If this, then that, yep. And that's our rules engine. So the link comes in and we look at the rules if, like, right now is before this date, go here. If it's after this date, go there. And the rules engine is really simple to do. It's a form, and you can look at things like date and time. You can also do something, if you get a little bit more advanced, like, let's say you're doing an all day webinar, or a workshop or a conference or something, now you can do before, during and after, right? Like, there's a lot of cool stuff you can do with the dates. We have a customer that sells financial courseware like how to make money in the stock market. So they use the date stuff, and they say, if the stock market's open, go here, because the buyer mindset is different based on the stock market being open or closed. It's also different on the weekends. And here's even a little bit more advanced. It's also different if the stock market is up or down. So we have this thing called static marketing, and you've done this, you've created a web page, and then you've put an ad in front of the web page, and you say, anyone who clicks this ad, go here. I call that hard coding, and it's not bad, but I think it could be better. So here's, my here's my voice of 2025. Time of day marketing. So what if you created three of those pages? One was for morning, one was for afternoon, and one was for overnight. Overnight is like dark mode. Someone's thumbing on their phone. Morning is like coffee, breakfast. Get started. Go get them. So we have a makeup company that does this, and in the morning it's the same makeup. They sell the same product all day long. In the morning it's like, look how easy this is to put on in the afternoon, stays on all day and overnight. Is a flash sale, like, buy one, get one free, right? Here's what nobody has thought of before, and this is unique to our product. To my knowledge, no one on the planet has this except for us. What time is it? And this is what everybody gets hung up on, because I know my time, my server knows the server time, but let's say you're only open for like you, your server is online for five minutes and 1000 people come. What time is it? The answer is it's all the times, like it's eight o'clock here, and it's eight o'clock there. I just wrote a blog post, it's five o'clock somewhere, like the funny song. But it's really true, your server needs to be 24/7 but it doesn't have to treat everybody the same 24/7 so that's sort of my big thing for 2025. Is time of day marketing, morning, afternoon, and you could actually get, like, down to the minute. That's a little crazy. But other things time of day marketing is like restaurants for happy hour. Like, if I go to your restaurant and it's happy hour right now, just show me the happy hour menu.
Pualena 11:32
Yeah.
Scott 11:32
So that's, that's sort of one of the things that our product does.
Pualena 11:35
Oooh, that is so good. Kinda like the QR codes on the tables now, after COVID, that promotes one of your links that takes you to the… oh, my God.
Scott 11:42
I’m so glad you said that. Let's talk about QR codes, because QR codes have a major problem. It's called burned in. Like, let's say you, you're and we have advertising agencies that are doing this. But let's say you put a QR code on a billboard. You don't just have one billboard. You bought a contract for like, 200 billboards, like across America or across whatever land you're in, everyone puts a QR code, hard coded, to a destination. So we have to go backwards a little bit in order to get to time of day. We should sort of ask the question like, how does this actually work? Like the internet works with IP addresses. So when you click a link, there's an IP address that basically says who you are, where you are, and we don't look at the IP address of your phone or your desktop. We look at the IP address of your closest data center. So it gives us about a 10 to 50 mile range. We don't actually know where you are, but we do something called reverse IP detection, and a lot of your audience will be like, oh, yeah, I'd do that. You can do it through Google. You can do it a lot of different ways. There's a lot of software that you can pay for, but if you do reverse IP detection, you have a general region of where the request is coming from, and from that region, we then know the continent, the city, the state, the zip code and the time of day. And so then based on time of day, you can say, we call it, we call it click time. So we have click time and server time. And when you're looking at something like, is the stock market open, that's server time because that's pegged to Eastern time. But if you're looking at user time, like if it's your 8am show you morning, if it's your 8pm show you night, that's the click time. So we talked about time of day, but in order to get time of day, you have to also have location, so we can do state based routing, which is great if you're you have anybody that's doing advertising for a national chain. So like, when you click a QR code, we could do something special based on where you clicked that. Imagine a national television campaign, like in the then the sporting arenas, or you don't necessarily know where the person is scanning that QR code. Same thing with a magazine. So we send them to what we call a pro link. That's our funny name for it. So like 301 Pro you create, instead of the short link, we call it a Pro Link. Every Pro Link you create has an associated QR Code on every plan level. That's another thing we sort of disagree with Bitly on. They charge you for QR Codes, which is fine, like, that's their business model. But like, the last paid plan I was on, I got like, four QR codes a month. And, like, I don't know if you know the technology to create a QR code, but it's pretty low. So if you create 100 Pro Links..
Pualena 14:41
There are a lot of free options out there.
Scott 14:42
Yeah, exactly. So we put QR codes on everything. We love QR codes, but QR code should not be hard coded, they should go to a rules engine, even if the rules engine then is hard coded, like, let's say you have short link to destination. That's fine, but with the rules engine in the middle, you could change the destination, because obviously, once a QR codes in the wild, like it's burned in. You can't redo the billboards, right? So I'm glad you brought up QR codes.
Pualena 15:09
Yeah. It's funny. They've been around for such a long time, but in the last, I don't know, four years, people just started using them all of a sudden.
Scott 15:18
You know why I think that is? This is not fact, it's just my idea. Why do you think?
Pualena 15:24
It’s like, crocs?
Scott 15:28
No, I think it's because the home screen of all our phones have a QR code scanner now, like Android and iPhone have QR code scanners just built right into the camera. It's like, oh, QR code open in Chrome, like, more than four or five years ago. I don't know exactly when, but I think that's when it sort of became more popular. QR codes on the menus, on the tables, on the billboards, on the TV.
Pualena 15:50
Yeah, you don't need, like, a separate app to access it, yeah.
Scott 15:54
Exactly, it sort of started that way, right? It was super nerdy, like you had to have a unique app, right? There was different QR codes, too. When I worked at Microsoft, we used to have, gosh, I forgot what it was called. It was made up of triangles. Though it was just like a QR code. Someone in your audience will know exactly what this is, but it was made up of, like, green and red and pink and purple and black triangles. It was like a competitor to QR code, but you had to have an app to make it work, which was dumb. Because, like, if you see that in a magazine, like, I don't know what that is. I mean, maybe it wasn't dumb. I don't know if they had some success with it, but I remember, like, different versions of QR codes. Now you can do like, smiley faces and borders and cute stuff.
Pualena 16:38
Have a logo in the middle. Yeah, it's crazy.
Scott 16:39
Do you use QR codes for anything?
Pualena 16:43
You know, I use them. I have them on my business cards to a static link.
Scott 16:47
Oh business cards. Great.
Pualena 16:50
I did something really interesting at a conference last year. I changed my phone home screen to a QR code when I would meet people, and it would send them this little card that would give them, like, my Instagram, my website, my email.
Scott 17:03
Like a link tree.
Pualena 17:04
Yeah, yeah, yeah.
Scott 17:06
That's super smart.
Pualena 17:08
They’re so…you can get really creative with it, but I think you just unlocked an entirely new level of creativity. And what I love about that is, like the billboard example, right? Or, like, if you pay for advertising in like a magazine, on an airline or something, and yeah, that needs to change. Your investment is not thrown away, because you can control that on the other end of that link.
Scott 17:33
There's horror stories about this, and I'm sure someone in your audience, they should comment on this if they have, but if you've ever printed a QR code to the wrong destination? Can you imagine how effed you are? Like you you have a national ad campaign and the QR code doesn't work, like people are scanning it, and it's just like, 404, or whatever the error message is really, like somebody got fired from that.
Pualena 18:00
Yeah, I would hope. Actually, I always say, if you make a colossal mistake, keep that person, because they'll never make another mistake.
Scott 18:10
Yeah, there's definitely pros and cons of that. But when we get back to it, like in the very beginning of the conversation, what we created was the link shortener. Some people call it link management. And this is interesting, because link management doesn't really help you today, but it absolutely helps you tomorrow. And so somebody really has to be in a mindset where they want to be able to either know that they want some real time destination changes, like the time of day stuff, that's an absolute benefit today. But if you're just using a link shortener, you're like, I've got Bitly for that, and I can pay them nine bucks a month. That's great. But let me show you one other thing that we have that everyone that comes to us from Bitly comes mostly because of this feature. We call it a campaign, so when you create a pro link, you put it inside a campaign. You could think of it as a folder. It's sort of a way of organizing your rules, and it's fine today. That doesn't help you? Well, it can help you, because campaigns are pretty powerful in their right, but campaigns have rules, and the rules engine will run from the campaign after the rules for the Pro Link. So here's what that means in the real world. And actually, I just finished publishing a big paper on this. I call it after the campaign. So let's say you're managing and some of our customers are managing, like, million dollar campaigns, and they're doing big, big things like Super Bowl and, you know, Google ads, but at a really extreme level, what about after the campaign? So let's imagine you've created 50 of these links, or 500 of these links, and they're in the wild. Do this for We'll even make it simpler, like, product announcement, like, Hey, we've got something coming. March 1, March 1, March 1, March 1. Do this. You got 50 links, and you got affiliates, and you've got all these people, everything's out there. What happens on March 2?
Pualena 20:15
Right.
Scott 20:16
All those links still come back to, like, the coming on March 1 page. So we have a campaign, and here's what, here's what all of our customers do. They go to the campaign, they say, new rule. They say after March 1 for every link in the campaign, go here.
Pualena 20:31
Oh my gosh.
Scott 20:32
So, it's like an override. So you can now you can globally change hundreds of links at the campaign level. Isn't that cool?
Pualena 20:41
It's so rad because we have so many people that come to us and say, like old clients, we've built their website. They've gone they've done little things, building new pages, whatever. They come back and they're like, someone's finding a form. I keep seeing a submission to this board for an event that we did last year. Right? It's like we then are like digging through all of their pages. That is brilliant.
Scott 21:04
Isn't that cool?
Pualena 21:05
People who do events and like any sort of recurring anything, webinars, they're always changing links.
Scott 21:14
Things with an expiration.
Pualena 21:15
Yes. And the great thing about that is, like, a lot of people will just take the page down, and that's so bad, so bad. Then you get to a 404 or whatever else, and it's like a lost opportunity.
Scott 21:32
Here's another thing that's even more mind blowing. So you have a campaign. Campaigns belong to a team, and teams have rules. Teams have global rules. So remember when I said Amazon said they could only create links that have destinations to amazon.com that's a global rule that works at the whole business level. So obviously, Amazon's amazing. They do all kinds of great things. But let's look at something smaller, like, you know, your site, rblmedia.com, you've been using 301 Pro, all your links are going through there. Everything's fine. You decide to sell your company to big company.com. If you've been using a Link Manager, again, this didn't help you when you created the link. But now tomorrow or next month, next year, the fictitious tomorrow. Now you create a team rule and you say every domain, now we try to figure out how to do this easily. So let's create a team rule that says every link that has a destination of rbl media change the host to big company.com. Now I say host is a little bit of a nerdy word. Some of your audience will get this. Some of you won't. But if you dissect the URL, the host is what you also might know as the domain. But the domain has several parts to it, a sub domain, a top level domain, but like you know, rblmedia.com is the host, so you can just change the host part of it, the next part after the domain, is called the path. Some people call it a page name, but sometimes pages are in folders, so that whole section with the folders and the page name, it's called the path. Then there's a hashtag, which is where the little bookmark is. That sort of takes you to sections on the page. Then after that, you have the query string. I think the technical name for query string is the search area or something, but we call it a query string. So with this rules engine that I'm talking about, you actually can minutely affect every little detail of the URL like you could just change the domain. You could prepend a folder name. You could append query string details, you could merge variables, like you could literally do anything you want to a URL based on the rules engine of, you know, time, or a global rule, like when the company name changes. That's amazing, because you don't lose any of your traffic.
Pualena 23:54
I wonder if that would affect, like, an appraisal of your business, like you have essentially saved a bunch of assets that would normally have been useful.
Scott 24:02
I don't know.
Pualena 24:03
Question, so let's say I'm like, awesome. I'm sold. I want every link I ever put out in the universe from here on out to not be connected to my domain anymore. Is that something people do? Like, is it? Is it like, would I never share another rblmedia.co link?
Scott 24:26
There's good and there's bad. So yes, is the answer to your question. But some people in your audience are super smart. They know the SEO behind all of this, and they're like, wait a minute, if I send my link somewhere else, I'm gonna lose my SEO juice, because it's not on me, but it is on you. It's still considered first party because you have a custom domain at 301 Pro, which is a sub domain of you. So you would be like, go.rblmedia.com, which is still first party. Yeah. And so if any of your audience looks at our website, 301.pro, you'll see all the links are 301.Pro, but the SEO geniuses in your audience will notice our website is actually whatisdot301.pro, sort of cute, like people do www, but we're like, well, let's be cute. So we do whatis because it's unique, but, but the pro links. So my short link for my company is 301.dot pro yours could be like rbl.me, or whatever, whatever it wants. Or, if you're concerned about the SEO side of it, you could put a go suffix, go.rblmedia.com, is that your domain, by the way? I keep saying it, just making up an example.
Pualena 25:44
Very close. Rblmedia.co
Scott 25:48
Oh, that's funny. There's a cute commercial that I remember seeing once they're like, we couldn't afford the M, yeah, okay, so RBL media.co so go.as your sub domain. And the benefit is that is is considered first party, so you could go extreme on this. And of course, we do, because we're nerds and it's our product, I would ask yourself the question, would this content expire? And if it has any sort of expiration date or time sensitivity, then I would put that behind a pro link that gives you future decision making power. You know, you could do a lot more with a pro link that's not just changing the destination. So we have something called an interstitial pixel, which is super nerdy, like we need a better name for that. Maybe you can help us figure out a better name for it. But interstitial is like a commercial, and in fact, that's what Bitly is doing. So Billy is adding ads on free account. So you click the short link, you go to an interstitial page, and then you forward on to the next place. Well, we can do that as well as a feature for you, which you may want to do, not showing ads. I mean, you could show ads, but it's where you can drop a pixel when you're promoting third party content. So when this podcast is released, we're going to create a short link that goes to Apple podcast and Spotify, or YouTube, wherever it gets published, or maybe one of all those places. But if you promote a third party link, you don't have access to the traffic, so you put it behind a short link, then you get a Click Counter. But you can't do any retargeting. Retargeting is, I know you've talked about this on your show, when you drop that pixel, so what we do is, we hit the short link. We spend 750 milliseconds, so three quarters of a second on a page on your first party domain, go.RBLmedia.co, that's your short link. We drop the pixel so Facebook, Google, Tag Manager, all those places know you have a user, and then we forward them to YouTube, or whatever that third party is. That's optional. You don't have to do that. But we have a feature where you can drop a pixel on third party content.
Pualena 28:06
You've literally thought of everything.
Scott 28:06
Well.
Pualena 28:07
Do people even come to you and say, I need this, but you don't do it?
Scott 28:13
I don't know. You can see our backlog. There's like, 500 things we still haven't done yet. So we we get new features and feedback from customers all the time, I started asking people this simple question, Are you the same person at 8am or 3pm or 11pm.
Pualena 28:30
Absolutely.
Scott 28:32
Like. Think about how like your mindset, and it changes. And then the follow up to that is, neither are your customers, but you're still serving them the same happy go lucky, 8am content as 11pm It's a very different mindset. Here's something we just released, like last month. I don't remember exactly, but not too long ago, we can inject into the rules engine, weather data, because we know where you are. So we hit a weather API. And now I'm gonna ask you this question, Are you the same person when it's when you're snowed in, or when it's like 90 degrees and you're on the beach, or it's like an array. Like we know, half of the United States right now is snowed in, like, literally, with 15 inches of snow in the last couple hours. They can't go anywhere. They're stuck in their house, and they're literally snowed in. And you end up on a website that they're like, oh, here's a bikini and flip flops, like you should be on the ocean right now. That's great if you're, like, a cruise, if you're selling a destination, but if you're a clothier and you're trying to sell flip flops, like, dude read the room.
Pualena 29:38
Oh my god.
Scott 28:40
So we have weather data that you can add to part of your rules engine, and maybe that's important to you. Maybe it's not. Most of the time, time of day you can get to about every product, but if it's weather based, like, if you have 1000 products in your Shopify store, and you're just trying to send out marketing like part of a newsletter, you can get to unique to the mindset of the user. Clicking that tone. How are you doing on time? You want to go with one more feature, or do you talk about some other stuff?
Pualena 30:05
Let’s roll. Yeah.
Scott 30:06
Good. Okay, this next part gets a little nerdy, but for the part of your audience that understands this, their mind is going to just be like, Oh my gosh. Okay, so everything I've talked to you about, we've talked about in the concept of a URL that you would type in the address bar, or you would click on your phone, you would touch it, you would open a link. You would follow the link. But this rules engine I'm talking about works at the URL level, no matter where the URL is. So let's talk about sending a text message. You send a text message to 10,000 people and it's blasting as a campaign. Maybe you even do a mail merge of like, Hi Scott, and then you have the body of that text message. Could be a receipt, could be a reminder, could be awareness campaign. Who knows, why people you know sending millions and millions of text messages per day? Here's a question for you. I'm gonna put you on the spot. You may or may not know this, because it's pretty nerdy, but when you send me a link and it shows up on my phone and I get a preview, do you know where that preview comes from?
Pualena 31:13
Metadata.
Scott 31:14
You're 100% right. You're so good. So the metadata in the headers of an HTML page has something called Open Graph, OG colon image, or OG colon video. Most people don't use video, but OG colon image, that's what gives you the preview link. Now here's the big aha moment. What if your OG colon image Open Graph is a pro link?
Pualena 31:40
And it can change based on all these variables that. That. That there are so many people that we talk to, and they're like, Well, for one, people just want to change the image, and they don't know how, and they're like, why is this showing up? And it's something's cut off, but that image is so crucial, like that is the first impression that people get from most referrals.
Scott 32:04
So you remember the stock market people I was telling you about earlier. They do custom Open Graph, and they're so good. So if the stock market is open, they do one thing. If it's closed, they do another. If it's open and the stock market is up, then they sell a course on how to make money when the stock market's up. When it's down, they sell another course on how to make money when it's down. And it's all dynamic based on time of day, based on, you know, the exact market conditions right now. And here's the thing about SMS. We call it asynchronous marketing, because if you send out 10,000 messages, people aren't going to open them right now. You might open that when you get home. Maybe you're on an airplane. You might open that in three hours in a whole nother state. But that open graph data is real time. That preview comes at the moment you're looking at the message. So it's real time getting into the mindset of the user, like, like right now. So that's why I call it real time marketing, because we're literally making decisions in milliseconds based on where the user is, what the time of day is, what the weather pattern is. And now we get to the ultimate question of who cares? Like, we built all this fancy stuff, who cares? Some people don't care. Like, let's say you have a lawn mowing business. Maybe you care. You could be like, on the weekends, we're not open, so submit this form. But during the week and during business hours, we're open, so go to our live chat like that's a possibility like this. The Pro Link is not for everyone, is what I'm saying. But like, if you're spending $1000, $3000 $100,000, a million dollars a month on ad spend. You need an advanced link manager, and you've never had levers like this to pull before. So it's, it's really exciting. Like, the thing I'm most proud of is inventing something new for the world. Like, it's generally simple to understand. It's very complex to do. Well, actually, it's not complex to do. If you have an agency or if you're a developer, you can do everything that I just said, and you could probably do it in a week, and you could build it for yourself. But it's very complex to do inexpensively and at scale. So we have 200 milliseconds top to bottom to do everything that we're going to do, with the exception of the interstitial. That takes a little bit longer to load that first party, third party pixel, but to do the location and the time and the weather all in 200 milliseconds. It costs us a lot. That's why the software is not free. So anyway, I mean, I could talk to you for months on all the different things that we have, but that's, uh, I think that’s most of it.
Pualena 34:46
Well, I love that this is your thing. I love that you invented this because you are so passionate about it. And it's…
Scott 34:51
Does it show?
Pualena 34:52
It makes the conversation more fun for one, and it's like, that's why this will continue to get better, because innovating on it.
Scott 35:03
I wonder if I've talked about too many things.
Pualena 35:05
No!
Scott 35:05
I've been giving some advice lately, like, you should only talk about two things, but it feels like you know, it's an evolution. One thing builds on another thing, time, then location, then weather, then like, yeah. There's a lot of good stuff.
Pualena 35:20
I disagree. If there's more, let's, let's do it. And I was thinking about this. Could you, so I'm trying to think of, like, what scenarios might people be interested in, and I also kind of want to, like, break your app and see what happens.
Scott 35:39
Bring it.
Pualena 35:41
In a scheduling capacity. Let's say, like, people utilize schedulers and they have like, these email campaigns or calendars.
Scott 35:48
Calendly or Hubspot.
Pualena 35:48
Yeah, so if I'm let's say it's Friday evening and my next appointment isn’t until next Wednesday. And I love when people can go to my calendar right away and find like they're in the moment they see the ad. They want to book a call in the next four hours, because it's top of mind. But if I'm not available in the next four hours, I don't want them getting to my scheduler quite yet.
Scott 36:16
Right. You could do that with an API. We don't have anything built in out of the box, because the truth is, I don't know what your schedule is, and I could probably push back to say what you just said out loud is probably not what you really want. For example, what if it's 2am like nothing on your calendar for four hours, but you want it to ring your phone? Like there's gonna be a lot more rules you discover to the consequences of what you described. I'll tell you what we do scheduling is for international organizations that have different call centers. So like, if I look at your calendly and it's only you, then you're booking your own calendar, and then that's up to you to make availability. But we have a company in Australia. They're in Sydney. And they have a partner in Europe. So they have this product, but they don't do any of the work in Europe. If you're in Europe, you go to that partner. So I was like, You need continental routing. If somebody is in Europe, don't even make them come to your home page and then say, Go away. Go to Europe. Just send them to Europe. They have a slash meeting short link. And the slash meeting short link says, If I'm in Asia, go here. If I'm in Europe, go here. Actually, they're a little bit even more specific. It's not Europe, it's country based. They're like, if I'm in the United Kingdom, go to this reseller. If I'm in Spain, go to this reseller, and if I'm anywhere else, then go to the generic site. And then Asia, and then if you're in Sydney, you just go to their own meeting scheduler. So it's really helpful when you have a geographic boundary around who you want to make the meeting. And most people don't have that. In fact, before me, they literally had a landing page that's a map, that's like, where are you, and then when you click the country and the zone you're in, then you would go to the meeting in that zone, which, I mean, it makes sense, because that's sort of the old way. That's the only way most people would think to do it. But now they've taken that cognitive load off of the customer, and the customer just says, Yeah, I want to talk to somebody. Oh, I'm in Spain, so I just naturally end up on that calendar. So that's with a country based or Continental router.
Pualena 38:30
Yeah, that's what I meant to ask about. That actually makes a lot of sense, too, from a language perspective. Yeah, you can send them straight to a Spanish landing page versus, yeah.
Scott 38:43
Part of the rules engine is language detection. So we have device detection. If you're on a mobile device, go here. Desktop, go there. Language detection. So if you have part of your website that is in Spanish, you can use our routing engine from the same ad, even though the ad might be in English, maybe I'm bilingual and I read English, but when I click it, my primary language is Spanish, then it will take me to the Spanish page, and we would do that with a path injection. So this is actually something we did at Microsoft, and we had a big problem with this, because me, as one of the employees, I would write something inside the documentation. So if you've ever done anything at Microsoft, you've seen learn.microsoft.com/en.us en, us, or sp, sp, or MX, SP, like whatever the culture code is. The problem is, I would copy that URL with a hard coded en us in it, and then I would put that behind a short link, and then I'm like, Hey everybody, look at this cool thing that I just wrote, because I have a bunch of white papers that I wrote while I worked at Microsoft. And the problem is I hard coded the English in the URL of the destination link. And so now our rules engine is like, Oh, you speak. Just. Japanese, change the culture to JP, dash, JP, and render in Japanese. Again, not that's not applicable to everyone in your audience, because not everybody is doing multicultural content, but for the larger players, it's, it's immensely helpful.
Pualena 40:15
I mean, I can just think of so many examples. And actually, so we, I was in Japan a couple weeks ago. And it was really frustrating.
Scott 40:20
It’s my favorite country on the planet.
Pualena 40:22
Me too.
Scott 40:23
Japan is like the Nordstrom of the world.
Pualena 40:28
I completely love it. Everything is amazing there. The snow. We went snowboarding.
40:33
The food. People. The courtesy.
Pualena 40:36
Oh my gosh. The efficiency of the transportation system. Every Yeah, everything's amazing. And when you visit websites while you're traveling, it defaults to the language of the country that you're in. And so there were all of these Japanese websites where you're, like, trying to find, where does it say English, like…
Scott 40:53
Where's the flag? Where's the flag?
Pualena 40:55
Yes, would using, well, oh no, because it would, it would read what language my device defaults to, right?
Scott 41:05
That's right. So your device, every browser on the Internet, whether it's a device, a phone, a browser, desktop, tablet, it has a user agent, and the user agent sends the language preferences, even if there's more than one. So if I'm bilingual, I can set my language preference to English and Spanish, 50-50, and then I will get 50-50, but I could also do English and Spanish, 90-10, or I could do English Spanish, German, 30-30-30, and the site will then read that and give me the content that most closely matches, if it's available. Like my blog is in English only, then you could do AI to do some translation, or even Google, right click, translate to local language. But I only write in English, so, like, it's not available, I couldn't just magically send you to a Spanish version unless I enhanced it with the Spanish content. But most of the sites in Japan, like you've experienced, they have the English version. They just don't auto detect right. So localization is is hard. One of the things that I worked on most at Microsoft was an international conference. I flew to 26 countries a year to deliver technical content around the world. I worked, literally with over 1000 presenters on this giant project called Ignite Tour, and we did a lot of translation before the AI world that we live in today, and we used a lot of AI, but it's never good. In fact, when we were, this is funny, when we were in Mexico, we had all of our presenters come and laugh at us, because the room that they got booked in to prepare for the conference was the car audio room. And we're like, what? What is car audio? We're like, where did that even come from? But when the AI engine translated the speaker room, oh, it became the car audio room. So anyway, translation is hard.
Pualena 43:07
Yeah, yeah, it is, and it's super contextual. So, yeah, yeah, that's right.
Scott 43:11
So yeah, that's that's real time marketing, hopefully to your audience, there's something else to think about, even if it's as simple as I have a Shopify store and I can advertise the same product that I have morning, afternoon and overnight, or I'm doing a webinar I have before and after. Like, those types of pro links are super easy to do, and our product is $9 a month to have that. So that's just very low end, very small audience, low end price point, and I put a coupon code RBL for 50% off for two months. If somebody wants to try it, it's a couple dollars. It's not free. I'm actually against free. I don't like free things. Free has, like, a whole bunch of negative connotations. So there is a demo when you sign up, but it doesn't, it only lets you create five links, and you can't put a custom domain on a demo. So, like, if you want to do anything for real, you got to pay a couple dollars for it.
Pualena 44:14
Yeah, that's really generous. Thank you so much. I feel like people are going to go nuts over this. Just, it's funny, like, it. It preserves the integrity of what you're creating online. You can all like, if you rebrand, people are always changing their business names, and now you don't have to lose everything. It's just, yeah, thank you for your passion.
Scott 44:34
How much more to think about.
Pualena 44:35
I think tonight I'm gonna, like, think of a million ways to use all of these, and I'm gonna email you, can it do this? And then I'm gonna get a link to whatever that email goes to at 2am when I'm up thinking about this, I see what's gonna happen here.
Scott 44:55
Well you have my email. We have a ton of stuff online. Let me finish with one more funny story, I like to watch users. I call it user auditing. So if I say, like, do this on our website, go here, sign up, create a short link to somebody who's never seen the product before and well, let me pause for a second. How many domains do you own?
Pualena 45:14
Hundreds.
Scott 45:15
Okay, good. So you're gonna love this, yeah, so the very first thing I ask somebody to do is open the website. It's 301.Pro, in fact, I've said it on I've said it here 1000 times, and that failed. Can you guess why this user that I was talking to could not open our website? They had internet everything, technically, was working, but they literally went to the number three, the letter O and the number one, dot Pro, like, it's 301, right? Do you know what a like, a 404 is not found. 500 is server error. 200 is good. 301 is, like, the nerdy code for redirect. That's That's why the name of our company is 301. But I should really say 301 no, then. Luckily, 3-O-1 dot Pro was also available. So now I own yet another domain.
Pualena 46:15
I mean that that was, that's a good, a good call. That's so funny. No, I love the name of your company. I think it's like we have a coffee company here called Nine bar. It's love, I love nerdy, creative names.
Scott 46:29
Okay, hang on. I don't know what that means. Nine bar is that like a coffee thing or an address?
Pualena 46:35
There's nine bars of pressure in an espresso shot.
Scott 46:39
Oh, that’s amazing. Yeah, that you know, you're like, oh, I can remember, remember that forever.
Pualena 46:45
Yesh, our area code here is 808, but nobody says that. Everyone says 8-O-8.
Scott 46:50
Is that, Hawaii? oh yeah. I love Hawaii. It's my favorite place to dive. So I wrote down three quotes from your shows that I was listening to. The first one is from not too long ago. Data tells a story you can't manage what you don't measure. Do you remember saying that?
Pualena 47:13
I do. Very recently.
Scott 47:14
That’s so good, because you should not be embarrassed of the data. The data is the fact. Like, the data tells a story. I love that. The next one is improved failure. Just by itself. Improved failure, like.
Pualena 47:33
That's why we're all still here.
Scott 47:35
Avoid perfectionism. Yeah, improved failure is really good. And then the last one was from your guest, and I'm so sorry I forgot the name, but it was if you put a video on your home page, you have a much higher Google ranking than if you don't have a video on your home page. So…
Pualena 47:51
Bernadette Marciniak.
Scott 47:52
Yeah. Bernadette. Yeah, that's right. So at the time we're recording this right now, I don't have a video on my home page, but by the time you publish this, I'm gonna have a video on our home page that's like real feedback from your show. It's awesome.
Pualena 48:10
Amazing. Well, I'm glad you. You enjoyed the show so much that you listened episodes, and thank you for for sharing those takeaways. That's awesome.
Speaker 2 48:20
Yeah, cool, yeah.
Pualena 48:23
You’re phenomenal. Thank you so much.
Scott 48:27
That's how we started the show. Like you thought I would had good prepared notes.
Pualena 48:31
You did, and I just, I mean humans who are passionate about what they do and want to share it with the world. Like, how can you not love and appreciate that person.
Scott 48:42
Yeah, totally, completely. That's awesome. All right, it's been a great time on the show. Thank you so much for having me. I know there's a ton of work that goes into this. I sort of get to fly in, be the guest, have some fun laugh for an hour. And I know you have like, 20 hours worth of work to do now to get something published. Like there's so much work that people don't see underneath the iceberg, like the tip of the iceberg you see, but then all that work to make it happen. So thank you for that.
Pualena 49:09
Absolutely. That's with anything. And thankfully, I have a phenomenal editor who does an incredible job. Astronomic Audio. Highly recommended. They're amazing. Yeah. Thank you for being here. Thank you for sharing. We will put all of the pro links in the show notes, and if anybody wants to connect with you further. Do you have socials, emails, anything that people can use to connect with you?
Scott 49:32
Yeah, 301.pro everything is on the website. That coupon code RBL, 50% off they can use that. We have live chat for support. That's almost 24/7 not quite 24/7 email support at 301.pro, if you're signed into the app, there's an in app chat widget. There's almost always a real human behind that. So yeah, we're not hard to get to. 301.pro, 3-0-1 dot Pro.
Pualena 49:56
Either one works now.
Scott 48:57
Yeah, yeah, it does. Actually, I would challenge someone in the audience to try it in 301. Works. So good, you don't even notice the difference.
Pualena 50:07
Brilliant. It's your new tagline. Yeah, amazing.
Scott 50:08
Thanks so much.
Pualena 50:09
Awesome. Thank you so much.
Pua walks business owners through the top five reasons they should be monetizing their knowledge and experience through online courses. She talks about some of the common misconceptions about courses, including how many businesses don’t think they have something to turn into a course. In reality, she shows us how any business—virtual or in-person, service-based or product-based—can build online courses easily and quickly.
When it comes to online course creation, Pua reminds people how simple it is to transfer their knowledge into an online format that makes it easy to learn. More importantly, she reinforces how having courses can help build trust and credibility, leverage knowledge for additional revenue streams, and serve a subset of clients who may not be ready for higher cost traditional services.
If you’ve been considering an online course—or even if you’ve thought “there’s no way for my business to create a course”—this episode will change your mind and get you thinking creatively! Listen in to learn how simple the process can be.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
0:00
Give it a shot. People know you, they don't know them. They've opted into your email list. They want more from you. I guarantee you have people on your list or following you on social media that want more from you, and they're not getting it right now.
0:19
Hello and welcome back to the RBL Media podcast. I'm your host, Pua, and today we are diving into a topic that is—it's an oldie, but a goodie for me. And we are talking about why any and every business owner can benefit from creating an online course to reach more people, to make more money, and to create a lasting impact for your ideal target audience. And you don't have to have an online business. You don't have to be a coach to be able to utilize this resource to bring you closer to the business and life of your dreams. I don't know if you know this, but this podcast used to be called the Course Creators Academy podcast, and my web design niche was online course creators. To the point where if you've ever heard of the networking—it's a professional networking group called BNI—and I was a member for just under a year.
1:29
And I joined like right at the height of when we were just crushing it with online course clients. And typically, BNI is full of a lot of traditional… Well, I think that's actually changed, but it's still very well known for being… Like serving trades really well. So, you know, plumbers, electricians, realtors, property managers, those types of industries do really well in BNI because it's a referral based organization. And there were these little like sub-communities within each chapter called Power Teams, and they're essentially like your referral team. So you're basically training your entire chapter to sell for you. So you come in and you practice these, like 30- to- 60 second pitches that you do every every meeting, and you meet once a week, so you get really good at your elevator pitch. And it was so interesting going in as a web designer who serves online course creators, because that niche is so foreign to these traditional trades that it took a lot of education to get people to understand how someone like a roofer or an electrician or a realtor might be able to benefit from something like an online course. And this idea, this resource, this industry, was brought back to my awareness recently by two people, two clients who came to me. One is a woman who has a book and a passion, like a palpable, tangible passion for what she teaches and for how she helps her clients and what she wrote her book about. And she… So she is a one on one coach, and she's finding that, you know, this is, this is a thing that, and I actually am not going to tell you exactly what she does, because I want her to have, like, a full on launch party, like entry to the marketplace. So I would love to have her on this podcast at some point. And I'm sure you'll hear from her. But for now, she's a coach. She serves clients one on one. She wrote a very, very impactful book that actually touches on some of the pain points and challenges that people have in the traditional medical system, and she provides a solution for a problem that a lot of people are struggling with. And so through her writing, through this book and through referrals, she has had a really successful one on one coaching business, and is looking to provide and create an online course to provide people with an opportunity to learn from her in a more engaging fashion than just through the book, but not scale her one on one coaching business so much that she can't handle it anymore.
4:31
And anybody who's out there thinking like, well, online courses or even group coaching, how does that possibly replace one on one, coaching, or whatever else that I do. I don't… I'm not a coach. I don't have any interest in being a coach. What are my options? So today's podcast is, it's all about this, and before we dive in, I also want to share another story and this is about an online course, and about group coaching. So if you are a coach, and you're out there and you're like, “Oh, you know, this sounds great, but how am I going to replace this one on one experience?” I recently joined a course and online coaching program that was group coaching, and it's phenomenal.
5:20
It is so powerful when you have and and say, you know, it's not even a group coaching, but more of like a community, let's say, where it's a little bit more passive group coaching. You still commit to being there with your group every, every so often, right? In Zoom calls, or in real life, you could create a community where maybe you're going live in the community via, you know, Facebook Live or whatever that looks like for the platform that you're using, but you're not doing like live calls. You know, there are so many ways to set this up, and what I want to say to you is, I got probably more value from being around other like-minded entrepreneurs and people that have the same goals or similar goals that I have, similar challenges that I have, under the guidance of this person that I know, like, and trust to bring us closer to this individual and collective goal.
6:16
So there's that. Take it or leave it. I highly recommend if you are considering scaling your business or enhancing your client experience in any way, keep listening, because this is really going to be interesting and hopefully helpful. So the first reason why I think online courses are so beneficial for people is it helps you to establish authority and trust. They're very similar to books. If you're a published author, you are already… You have a leg up on anybody who does the same things that you do but hasn't written a book.
6:53
It doesn't mean you're better than them at it. It doesn't mean that you provide a better quality of service, but people will see you as more credible simply because you're a published author. Now, don't take that and use that information for evil, right? You have to actually provide and do good work, because the truth will eventually come out and you'll be you know… So, just take that disclaimer. But if you want to set yourself apart in the marketplace, writing a book, creating an online course, are things that you can do to really help to establish your authority and trust. Now this makes sense, right? If you are in the eLearning space, or if you have some sort of skill that you can teach, right? So let's say you're a painter, and you have in-person art classes, and you teach at a local community center, and people pay $25 per class. Is that a lot or a little? I'm just throwing that out there. And your classes are capped at eight people. Which is so awesome. They get one on one time with you. They can get feedback from you. You can assess their strokes and their, you know, it's like… We all know what an art class is like. It's awesome.
8:12
And you can't possibly add a ninth student, nor could you create… You can't, let's just say, because of your schedule, you can't have multiple classes running at once, so you are capped at eight students per class, one class at a time. So you're essentially… Your income is capped. If you create an online course, perhaps you can sell it for you know, you could do… Get eight classes for X amount of dollars, and it's a little bit less than the one on or the “in real life” experience. You don't get that in-person feedback, but your guidance as an artist that people have come to know through whatever your marketing channels are. They know you, they like you, they trust you, they want to learn from you. You then have an exponential… Like your potential is exponential, as far as your income, right? You could sell this to every human on the planet, and you don't have to... You only have to spend the time to create the course once. And you can edit it and update it whatever, right? If you're a personal trainer, you can only take so many one on one clients. You only have so much time in your schedule to do group fitness—if you even want to do either of those things. But how awesome would it be to create these small courses, this suite of courses, that people can buy at their leisure, creating a course like building strength at home with minimal equipment.
9:47
These are all over the place, and they're wildly successful. Especially for fitness, because sometimes when people are just starting out on their fitness journey, they're embarrassed, right? They don't want to go into a gym. They don't want to do a group class, but they can't afford personal training. This is a phenomenal option for them. And because you're so good at what you do, you can produce results in an online course way, right? So we talked a little bit… Number two is diversifying your income streams, and we've already talked a little bit about this. So the thing is, the same thing with a website, right? We build websites for people, and sometimes they're like, “Okay, well, my website's up, and I'm not really sure why I'm not getting any sales. So you must have built me a bad website.” And we then ask… And this, this conversation does not happen often, and it hasn't happened for a long time… But it has happened. I've had this conversation, you know. “Oh, but the website must be bad. You must have done something to our SEO.” And I'll say, “Okay, well, we can look at that. I have a question, though. How are you marketing this?”
10:53
Well, we do Instagram Stories. Okay, cool. Could I see your Instagram account? Could I see your analytics real quick? Okay, you have 75 followers. Awesome.
11:05
You're getting there. I'm not here to shame you. However, you're not gonna sell your suite of products to an audience of 75 Instagram followers if you're just posting stories. That has nothing to do with the website. People aren't getting to it because they don't know it's there, right? So thinking about that from an online course perspective—you create the course, you then have to market the course, right? So let's just say, in an ideal world, you've got your email list of people who know you, they like you, they trust you. They want more of you. Maybe you have a high-ticket offer that they aren't willing to invest in. Quite yet, we've got courses. You can have low ticket standalone courses that are out there serving two purposes. One, always provide value. That must always be your number one priority.
12:07
Create a course that provides value. Any kind of transformation. It can be small, but if somebody's life is better because they took your course, your course is a success. Now number two for low ticket courses, these are phenomenal funnels. At the end of your course, what's a “next step” for them? Book a call with you. Let's talk about your results. Here's another course that's a great segue, and you have, perhaps, like, a three sequence course suite that allows people to kind of chunk down their results based on whatever framework it is that you teach. This is so, so powerful. And what I want to remind you is like, do one at a time. Don't get overwhelmed. You can plan, plan all you want, but remember, do not get stuck in the motion versus action hamster wheel.
13:02
This is a concept that I recently was reintroduced to when I reread Atomic Habits by James Clear, and he talks about when we're in motion, we feel like we're making progress. I will typically think about this as being in planning mode. Like you can plan and plan and plan and schedule out your calendar and plan out all your funnels and map out your email sequences. Great, you've got it built. Now you gotta use it. And a lot of times we get way too stuck in planning or in motion, and we don't take enough action. So remember, plan it a little bit. Take action. Record the course, put it out there. Ask people to buy it, right? And this brings up a lot of imposter syndrome in people. Who am I to create this course content? Who am I? This person has been doing that for so long, and they do it so much better than I do. I can't possibly create a course. Okay, maybe that's true. Maybe they've been teaching this for 10 years and you've been thinking about it for 10 minutes.
14:12
Give it a shot. People know you. They don't know them. They've opted into your email list. They want more from you. I guarantee you have people on your list or following on social media that want more from you, and they're not getting it right now. We have the same thing. My Instagram is garbage, and it's becoming not garbage because I have an amazing team member who is helping me to revamp it. But it's something that we all struggle with. So please don't think that I am exempt from this. But I do want you to take action, knowing that wherever you're at is going to be helpful for somebody who's 10 steps behind you, right?
14:56
Okay, practical example. Let's say you are a brand designer, you're a graphic designer, and you have this high-ticket brand experience. And people, people that can pay for it will pay for it. You're phenomenal. And there's something inside you that really still wants to serve those startups, the small businesses, the entrepreneurs who really don't have the money to invest. And you know you're worth the money, and you provide a great result, but you want to serve these other audiences. Instead of saying—and you could do this too. You could say, You know what? I'm just going to gift my time for a very low ticket. You get the same thing for me. But this is charity. Nobody wants to be a charity case. But another alternative create a course—Mastering Canva for small business branding, right? Canva is a free resource. You don't need to be a graphic designer to use it, but you do need the guidance of a graphic designer to teach a non-designer how to use it responsibly to create their branding, because you should not ever be using Canva templates to create your logo, right? This is something that you could create and put out there and make an impact, provide value for audiences that aren't ready to fully invest in your one on one services.
16:33
Really powerful.
16:36
Number three, expanding your reach. We are so lucky that we live in this time. Like truly, we it's, it's such… And yes, there's a lot of craziness happening in our world. And as business owners, technology is so available, and it's so affordable. Chat GPT is free. I use it every day. Canva, I pay for it. It's very affordable, though, and there is a really robust free version. There's so… You can create a website for like, pennies on the dollar. There's just so much available to us, and one of those things is the ability to reach every single person on the planet with an internet signal, a Wi-Fi signal. Hawaiian Airlines has Wi-Fi on every every flight. Now, did I read that correctly? There's Starlink on every Hawaiian Airlines plane. So I flew to Japan last week or last month, and for eight hours, I was fully connected. And it wasn't just like, “Oh, you could just text, or you could just do certain things.” Like I could watch, I live streamed TV, I downloaded files and graphics and uploaded them, and it was, it was really fast. So people are very connected, and with an online course, you're no longer limited by geography.
18:06
You don't… You no longer have to have people come to your painting class, right? If you're a baker, you own a bakery, and you are known in your community for being the gluten-free bakery. And everybody that needs to eat gluten-free or is interested in that lifestyle, they know to come to you. Can you mail your your pastries and your cakes across the country? I mean, I guess you could, but there would be a huge cost to that, and it would just take a lot of logistics.
18:43
Could you teach a course on gluten-free baking basics and sell it and supplement the income that your bakery makes? And you just… That's the thing! Like, yes, you pay monthly for the platform, so you want to make sure that those costs are covered, but you put effort into this one time, and that can just be out there, selling while you sleep, selling while you run your bakery. It's so awesome.
19:12
Okay. Number four, if you are not a an online business, this is the one for you. Okay, so I know a roofer, and he is a residential roofer, and he provides each of his clients with access to an online course portal. As soon as they sign a contract with him, he says, “Hey, here's”– and he like, it's so epic. He has this email sequence that everybody's opted into, and it takes them up until the day of their installation. And then he actually has a post installation sequence. He's… It's genius. One of the things that he does is he provides his clients with an online course that helps them to get ready for their installation.
20:00
How can I prepare my home for the day that you're going to arrive? And he does really cool things, like he'll give them gifts of like activities to do with your family the day that you're getting your roof installed, so that you can go and have fun and come back and you have a brand new roof. It provides people with an experiential education. Realtors will use this. So I know a realtor who, when she first meets a new client, she has them… It's like, she's a really, really fun and approachable personality, and she has a really cool, unique style, where she makes boring things really fun. And her course, talks people through what do you actually need to know in order to buy a house? What language might you not know that would be helpful for us to communicate with each other as we're going around together to open houses? It's so cool, and people love it. They feel so supported. They feel like she's really taking care of them. It's just that, like that thing that sets you apart. And imagine her referrals, oh my gosh. You have to work with this—You guys are looking to buy a house? You must call her. She is gonna just, she gives you all these great resources and and she taught us all about how to be successful in the housing market, and it's because of the course.
21:29
And once you have it, so, like, she created the course, and then she's like, “Oh my gosh, I could create this and that, and this and that.” So she's created kind of a suite of services that allows her to serve her audience, and she's now moving into courses and programs to help other realtors to follow her model. So I feel like that's kind of the natural trajectory, too. If you're in an industry where, like you've sort of created something cool and niche and unique, it's worked really well for you, and then you can teach it to other people in your industry. So something to think about as well. It's kind of inception with the courses, right? Like you, you're in an industry, you create a course, you find a lot of success with it, and then you teach other people in that industry how to create courses. It's kind of awesome. Okay, number five—creating a scalable business model. This is all encompassing of everything that we've already talked about, but it's worth mentioning again, because no matter what you do, I would bet that there is a way for you to create and leverage an online course to enhance and scale your business. Prove me wrong! Reach out to me and say, “Pua, this is what I do, and I have thought through everything, and there's no course in the world that I could create that would help me scale my business.” Please, challenge me. I would love, I would love to have this conversation. It's such a great exercise in opening up your creative options.
23:04
A lot of times we feel really stuck, right? We have these moments where we're like, “I'm capped out. There's no room left in my schedule, or I don't know where to find my next lead, or I don't know how I can raise my prices anymore. So I guess this is where I'm at in my business forever.” And it sounds kind of crazy, but we've all had these thoughts. Could there be a creative mechanism for you to create something that is aligned with what you already do, but in a different space, for a different audience, that doesn't require you to trade your time for dollars. That could be a course, it might not. It's a question that can stem beyond this particular podcast. But it's something worth thinking about. Especially like it's not cheap to live in most cities in this country, so any sort of residual income that we can create for ourselves. Maybe you don't need it. But who wouldn't want an extra bit of cash? Right?
24:20
So I think it's, it's something that is fun to think about, and it's also quite lucrative. Now you might be thinking, “Okay, I'm sold, but where do I start?” I don't know how to do this. I don't know how to put a curriculum together. I don't know what platform to use. So here is my offer to you. If you know me, you know that my online course platform of choice is and always has been, Kajabi, and I would love to, if you're interested—and there are other platforms out there. This is not me trying to sell you on Kajabi. I want you to do your research, do your due diligence, look up other platforms, schedule demos.
25:00
And, if you decide that Kajabi is one of the platforms on your list, I'd love to offer myself as a resource to you. This offer is available through the end of March. Okay, so shoot me an email, DM me on Instagram. I would love to jump on a Zoom call and do a demo with you, for free! I don't—it's just something I like. I'd love to answer your questions. I'd love to show you how it works, and I am an affiliate for the platform, and I can offer you a 30-day free trial. I think on the website, you get 14 days free, so you have lots of time to explore the platform, put things together. What I love about it is it essentially is all-in-one. You can run all of your email marketing, all of your email campaigns, have your entire website hosted, all of your courses hosted. And it's designed as a growth platform, so the subscription levels are based on where you're at in your business. If you have a certain number of email subscribers, if you need a certain number of products or courses, all of that determines which subscription level you're appropriate for at that time.
26:15
So, one of the things I also love is when I give people this 30-day free trial, I suggest that you create as much as you can. Outline your course. You don't need to have everything done, but outline your course. Understand your price point. Think about your traffic and your marketing channels. And then as soon as you initial or activate your 30-day trial, dive into Kajabi and start building. Build one funnel, build one course, and create, you know, your checkout pages, your offer pages. So this looks like this—you create a landing page that gets people on your email list. You, I mean, depending on what it is, right, you might want to start to create some marketing emails for this, which you can run through Kajabi. Create your offer page, your checkout page. You can run all your payments through Kajabi. Create your course. Outline it.
27:16
There's great templates. You don't need much. You just need a little bit of branding, change out some pictures, customize your font, add your logo, and start selling. You don't need to build out your entire website. You don't need to build out your entire email marketing funnel and game plan for the whole year. You do not also need to build out three courses. You just need one good course.
27:44
Okay? Have somebody review it, check it out. Call me! I'll do it. I'm happy to look at your course. And then put it out there and just see how easy it is. And you can… The platform is robust. So that's, that's my recommendation is, like, don't get overwhelmed by all the things it can do. Stay laser focused on the things that you must do. Just the essentials to get your course created, marketed, and sold. And it's really not much.
28:19
All right, I'm excited for you. I'm excited to hear your ideas. If you're interested in reaching out and sharing them with me, please do. You can find us at RBL.media on Instagram, reach out to us at support@rblmedia.co. That email goes directly to me and my team—we all manage that inbox, so you will be responded to there. And I cannot wait to introduce you and guide you and see you thriving in the world of online courses. Until next time, keep crushing it!
In this episode, Pua dives into the key elements that optimize a website for a better user experience and conversion rates. She emphasizes the importance of shifting the mindset around gathering feedback—viewing it as valuable data rather than a personal critique. Pua breaks down the essential components, including clear messaging, credibility, and seamless transactional capabilities. Throughout the discussion, she shares insights from a workshop she hosted, focusing on user experience, messaging, and leveraging data to drive business growth.
Pua stresses the importance of tracking website performance using tools like Google Analytics, heat maps, and Chrome’s developer tools. She recommends continuous testing and iteration to refine the user experience. Actionable steps include setting up analytics tools, implementing heat mapping software like Hotjar or FullStory, and actively gathering user feedback to identify areas for improvement.
Pua also breaks down the digital funnel into three key areas—marketing efforts, website experience, and post-purchase engagement—explaining how each stage impacts conversions. Whether you're building a new site or refining an existing one, Pualena's insights will help you make informed decisions that drive results.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 0:00
But we have to remember that feedback is just data. Just like you're opening your Google Analytics dashboard that piece of feedback, all it needs to do is go into the pool that says, okay, this is something I need to fix. It is not a reflection of you as a person or as a business owner, so start to get comfortable with feedback and figure out how you can get it from people.
Pualena 0:26
Hello and welcome back to the RBL Media podcast. I'm your host, Pua, and today we are talking about up-leveling your website. If you are someone who started a business, you DIY’d your website, because you needed something, and it's been working for however long you've had it up, or maybe you even had someone design it or build it for you, and you're ready to optimize it, to utilize it for all that it can do for you, and really, if you find yourself doing things manually, and you want to start leveraging your website to do things like selling for you overnight or just finding ways to optimize the functionality of it to provide a more efficient lead generation experience, a more efficient sales experience, and especially if you're running ads, if you have landing pages, sales pages, we're going to talk a lot today about optimizing all of those things and figuring out how to troubleshoot them to make them as great as they can be to help you grow your business, grow your email list, increase your leads and increase your sales and your conversion rates, all from just a few little changes that you can make on your site.
Pualena 1:56
The content from this podcast actually comes from a workshop that I did last week, and I wanted to share it here, because the workshop was, it was so much fun, and everybody had great questions, and I just thought it was something that would be really valuable to share. And this workshop was with a mastermind that is hosted by Ugli Ventures, led by Victoria, who was actually on our podcast episode seven of season two. So we're in season two right now, so it's just a few episodes ago. Check out Ugli Ventures. U-G-L-I, yeah. Victoria Hajar, it was amazing. She's phenomenal. She leads a really, really solid mastermind. She also has a coaching program. She has a course. She's got a lot of phenomenal things to offer. She also has a great email list, like the newsletter she sends out are so good, so I highly recommend checking out her website, Ugli Ventures, U-G-L-I, and that's what this workshop was. That's who, the who I delivered this workshop to. And in every presentation, it's so interesting because I have this like, what's the word? The word that's coming to mind is trauma. But that's not it. I guess that's a source of I'm a little less confident when I begin a presentation because of a few years ago, probably seven to 10 years ago now, I gave a presentation with a former business partner of mine. She and I both look and act very youthful, and so we were going into this corporation and into this like sales team meeting to give a presentation on different productivity strategies. And the department head came up to us, and she was like, hey, so I was just curious if you guys could add a slide at the beginning of your presentation to give just tell people, like, what your work experience is and your, you know, your degrees, or, you know, whatever that that is, to just give you some credibility, because you guys just like, look really young. And so I always think about that. I'm like, okay, well, at the beginning of every presentation, then I should introduce myself and, like, share why you should listen to me. And so I had this slide, you know, Hello, I am Pua and talking about you know, like my, you know, past experience and all of this stuff. And I have a public speaking coach named Laura Reed. She is unbelievable. I recommend her to the ends of the earth. And the night before this presentation, I got on the phone with her. I kind of called in an audible, and I was like, could we do a session? And so I was like, I have this presentation tomorrow. And she gave me some great advice. And one of her tips was to find something that, you know, we could create a vignette around, and figure out, like, what is a great metaphor for a great website? And she goes, you know, you love to dance. Is there something there? And I was like, you mean, you know, connecting dance to a website like, I don't really know, and she was so brilliant. And throughout the call, we discovered that you could easily create this beautiful metaphor where I could the audience could learn a little bit about me, my love for dance since I was a kid, I now dance hula. And so I, they got to learn this little personal information about me, hopefully is memorable. And then also, we kind of throughout the presentation, related websites to a performance and how, you know, there's an opening, it's like a hook. It has to capture their attention. And if their attention is not captured throughout the show, people have the opportunity to get up and leave. Unlike a website where you're just like viewing it privately, and you can click out at any moment, if people are typically not so rude as to get up and leave a performance, but you can. And that was a really interesting parallel, because people understood it right. Most, if not all, adults have seen a show, and teens and kids and so it was something that it was a safe metaphor, and it actually worked really well. So if I do bring that metaphor back during this episode, now you know where that came from.
Pualena 6:15
We also framed this around storytelling. So great websites tell great stories, and performances are storytelling experiences. And so figuring out, like, what is the story that you want to tell with your website? We've talked about this before on the podcast where people it's kind of like how Netflix gets you to binge on a show. There is a storytelling formula that brings people into the fold and keeps them there as they scroll through your website. Who is your target audience? What is the result that they are looking to achieve, and how can you depict that at the top of your website? What hook? What is your value proposition statement? What do people want to achieve if I'm looking for a gym I would like somewhere that's clean, has great equipment, has supportive trainers. Can you give me a snapshot of what this might look like at the very top of the page, a photo or a video and a great hook are excellent ways to do this, then at least I'm interested enough, because you've identified me as a target audience, and you you've shown me that you understand what I'm looking for, that I'm going to scroll just A little bit. And at every part of that scroll, I need to see a little bit more. You need to unfold a little bit more of this story for me in a way that makes sense, that my brain can say, okay, okay, you know what I'm going through. You know my struggles, you know my pain points? Okay. You've got something that I think matches the result that I'm looking for. And we need people to say yes, over and over and over again in their heads as they're scrolling. So if your website is telling a great story, people are more likely to stay.
Pualena 8:23
Great stories also often convert into sales or leads, right? Great stories trigger an action. So okay, if we're talking about a website, we really need the website to do three main things. We need it to identify and qualify the people that are visiting as your proper target audience. Right? If I, Pua, land on a website that is designed for 60 to 80 year old men looking for a career change, I need to immediately know that I am not the target audience there, and I need I gotta leave. I'm not gonna waste anybody's time booking a call. I'm not going to scroll, I'm not going to submit my name and email to join their email list, because that is not I'm not the target audience there. But if they say, we help business owners grow their business. I'm like, oh, that's me. I'm gonna, I'm gonna join your email list, and then I'm gonna book a call, because they weren't clear about what kinds of people they support or what kinds of business owner you know, like, it's so it's very, very important that your website can identify and qualify each of their visitors to filter them in or filter them all the way out, so they don't waste your time.
Pualena 9:51
Credibility and social proof. If I decide that this is the right place for me, I really quickly need to figure out like, you know, aside from what it is you offer, what that product or service is, I need to figure out, are you credible? If I'm buying an insulated mug, I need to read some reviews to know that it actually keeps drinks warm or cold. And so I'm looking for social proof, and I'm looking for credibility from you as a producer or a service provider that you're qualified enough to give for me to give you my money. I want to know where you create your cups. If they're made in China, I might opt for something that's made in the US, right? And that's okay. I'm just not your target audience because I'm willing to pay a little bit more for something that I perceive to be higher quality. Same with services. And this is so important, because a great web designer…. I could be a great web designer for somebody that is my target audience, and I could be the world's worst web designer for somebody that I'm not the right fit for. So it's really, really important that you're able to filter people in and out all along the way. The last thing is transactions. Your website must be able to handle and to properly and successfully create transactions. These are sales. They can also be leads, right? What is your,what happens when your lead opts in? Are they opted into a email sequence properly? So it doesn't have to be a sale. It just has to be some sort of exchange of resource. And this could just be, I am here giving you my time and energy, and you are giving me value, right? But we want some sort of transaction that at least gives us a lead, if not a sale. So when I talk to people, when I ask, you know, what are your biggest challenges when it comes to your website, when it comes to your digital ecosystem, your funnels, all of that, what are you struggling with? And I asked a group that had somewhat of a… it wasn't complicated, but it was robust funnel setup. There are some kind of paid ad campaign where you're getting analytics, some kind of place that they land, website, landing page, whatever, and then some kind of transaction that they're hoping for. So one of the challenges is people don't click, meaning people don't click on the ad. That is a sign that your ad needs to be optimized. Maybe the copy is wrong, maybe the image is wrong, maybe the call to action is wrong. We're not talking about that today, but if that's what you're struggling with, look at your ad metrics.
Pualena 12:42
The second one is people click, so the ad is okay, but they don't buy. This is a symptom that something is wrong on wherever they're landing. So we will talk about this a lot today. The third thing is, people buy, but they don't buy again. Okay. Well, that could be several things, and you have to look into them. It could be maybe your product or service is not good, although if you're listening to this, that's probably not the case. It could be they don't know that they can buy again, or it's something that they would only buy once, or you don't have other offers that make sense, and that's an opportunity for you to create them. Kajabi is an online course platform, and they had a feature that, it was well intended, where people had to like if I, let's say I bought a course from you, and when I buy that, I create a name and a username, a password, I create an account, I pay for it, and then I get access to the course if I want to buy something else from you. Six months from now, it was forcing people to… I forgot exactly what the issue was, but it was something like, I couldn't buy anything again unless I signed into my account. So if I used an email address that it recognized and I didn't sign into my account, I couldn't make the purchase. One of you know, if I forget my password, or something like that, and I just, I just want to buy something else. Maybe it's a maybe it's a physical product or a standalone download where I don't need to have a login for it, but it was requiring people who already had an account to sign in before they could buy, and that was costing people sales. They fixed it, but that's what I'm saying. Like people buy, but they don't buy again. Well, that particular case was a platform issue, so it does take some sleuthing, some detective work, but at least if you're having these issues, you know where to start looking depending on where the issue is happening.
Pualena 14:48
So, I like to break these down into pieces of the funnel. Right external is your marketing efforts, organic marketing, paid advertising, email marketing, social media. Affiliate marketing, referrals, all of that is external. It's before people enter your digital ecosystem. It's how they're getting there, and if they're not actually getting there, then there's something wrong with your marketing. There's something wrong with your advertising. There's something wrong with whatever the external reality is, the external setup of your business. Internally. This is your website, your landing pages, your follow up sequences. This is everything that we have control over and everything that we're going to focus on today. So if your funnel is not working properly, maybe you don't have a good hook on your page, so people are clicking in and then they're leaving, or your messaging is unclear, and we can look at different types of data to figure out exactly where to troubleshoot. And we'll talk a lot about this.
Pualena 15:53
Post purchase is the third funnel. So once people are in your ecosystem, once they have done whatever transaction you want become a lead, become a customer. That is another funnel, because you want to keep them in there, right? You want people to come back and buy again. You want to keep providing value. You want to keep providing them with an experience that gives them a reason to be a loyal repeat customer and to refer people to you, I alluded to this a little bit, data is going to be the most important thing for you to start tracking and analyzing in order to optimize all of these spaces. A lot of times, you don't want to look at data for two reasons. One, we do not want to know the reality of our situation. The data, you feel like you've had a rough month, and you're like, oh my gosh, I don't want to look at my bank account. I know it's bad. I just I'll look at it when things get better. Same thing can be with your website data. I know I haven't been posting regularly, I haven't been sending emails. I haven't been doing good calls to action in my captions, my my analytics are going to be really bad this month. I'll fix it. I'll do better, and then I'll look at it next month. Look at it today. Look at your bank statement and your analytics today. Because if you don't look at it, if you don't understand it, if you don't, if you're not aware of where you are now, you will not know how to tweak things to improve and grow in the future. You can't manage what you don't measure. Okay, so remember, your data tells a story, and it's all data is like, it's just a guiding something to guide you. It's like a road map. It's not meant to make you feel bad. So take all of the emotion out of it and just see it almost as a game. With your data, what can you adjust to make things 1% better every day, 5% better every week? Whatever that looks like for you.
Pualena 17:56
So let's talk about data sources. There are probably whatever platform you're using, it most likely has some sort of set of data that's available to you. So your website analytics see what you have, see what's available to you. Sometimes it's great, sometimes it's kind of simple. In addition to that, I recommend anybody listening to this to head over to Google right now, and if you haven't already create a Google Analytics account. It's known as GA4 now, but this is a free resource for you, and you can track so many things. It will give you information on how many visitors you have, how many unique visitors you have, where they're visiting from, how they got to your website. It'll, it's, it's such a powerful tool, and it takes those, it takes some time for it to, like, settle in and start to collect the data that it needs to give you the reporting. So the sooner you set it up, the sooner you'll be able to utilize that data. There are also things within like Chrome for extension that you can use in the presentation. People, someone asked about this at the end, and I was, like, so flustered with, like, my screen sharing and everything that I, like, forgot where it was and I was looking, so don't make my mistake. Don't look in the, like the File, Edit, View, History. Don't look in those menu tabs. Go into Chrome, click the three dots, scroll down to more tools, then scroll down to developer tools. Now this looks different on some people's computers, and I'm not 100% sure why, but if you see a little bar, like a menu bar at the top of the thing that pops up, it'll open a little window. Mine is on the right side of the window that I already have open, and you click on Lighthouse and then click on Analyze Page. It will give you a report of the page that you're on. So any of your website pages and you can run as many of these as you want. Mine gives me the option with a little drop down that says, new report. Anyway, I can, I will… If you have questions, reach out to me, send me a DM on Instagram, or shoot me an email, and I can walk you through this. But it's a great it's also free, and everybody that has chrome, I think, has access to it.
Pualena 20:22
Okay, behavior metrics. These, I think, are some of the most valuable things that you can look at, heat maps, scroll, behavior, pause points, drop off points, cart abandonment. All of these things are things that you should be looking at, two great platforms that I've used in the past. But this is, there are many more. Hotjar, H-O-T-J-A-R, is a great platform for heat maps. And Fullstory is a great platform for tracking scroll behavior, pause points, drop off points. It'll also give you demographic data. It's, there's a free version, and then there's, like an enterprise, and you have to do a call, and they give you a pricing. I remember it being somewhat pricey for the paid options, and everything that we need is available in the free, the free option. So it's worth checking out. What I love about that is it actually gives you recordings of how people are looking at your site, so you can see exactly how fast they're scrolling when they paused. Are they pausing because they're reading something? Are they watching a video? What do they click on? It'll even tell you if they left the site and for how long, and if they ever came back. So these are great things, right? Because if you hit if somebody is constantly dropping off at the same point, fix that. Like that is clear as day, where you're losing people. And if you're not tracking these metrics, if you're not utilizing tools to figure this out, you will never know this. And then you'll be like, oh, the whole page must be bad. Let me just start over. No, the page isn't bad. I guarantee whatever you're working with right now just needs to be adjusted. It does not need to be totally revamped. And if it does, like, okay, maybe people are getting to the page and they're just leaving right away. Your hooks is probably bad. You don't have a good identifier and qualifier high up on the page, right? So utilize your data and your analytics to make educated guesses on what you should be changing to optimize whatever it is that you're working on. This applies to everything, not just websites. The third set of data that I would strongly recommend collecting, even though it does take a little bit more effort, is feedback. A lot of people don't do this for a couple of reasons.
Pualena 22:51
So I used to work for Yelp, and I know everyone's like, Oh God, Yelp. As a business owner, that's like, Yelp is like, Yelp is the enemy. But I would reframe that as like, Yelp is a free tool that if you have a business that's providing a phenomenal service, Yelp is going to be your best friend, and people only hate it because the ability to receive a bad review is always on the table, and you cannot control what somebody's going to write about your business. So it's a little scary. It's gambling. And people are very irresponsible with this power. If they had a bad day, if, you know, they had a bad interaction, like, if somebody, if you got a piece of food that had like, hair in it, and you're gonna get a one star review, and that hair came from, like, another customer that was walking by your table like there's just so many reasons why I don't think that people… it's the keyboard warrior syndrome, you know? So anyway, use your power wisely. Okay, I say this because we often are afraid to ask for reviews, reviews or feedback, because we don't want to hear the truth. If you are confident in your service, it should not be an issue. And even if somebody says, Hey, can I, can I give you some honest feedback? I didn't love this. And that can be really difficult to hear, because we put so much effort and attention and resources and love into our business. But we have to remember that feedback is just data. Just like you're opening your Google Analytics dashboard, that piece of feedback, all it needs to do is go into the pool that says, Okay, this is something I need to fix. It is not a reflection of you as a person or as a business owner, so start to get comfortable with feedback and figure out how you can get it from people in the UX the user design world. User interviews are really, really like a big part of that process. So people will actually intentionally get somebody either in a meeting or on a call, and they'll walk them. Through a mock up or a first draft of a page and sort of observe their behavior. Ask questions like, you know, what would you do in this window? Or is it clear that this is a button so you could do things like that. Surveys are great. People don't often fill them out. You could incentivize. You could find a trusted group of people. If you have a group coaching, you could, you know, say, Hey, I've got a really quick five minute survey. I'd appreciate if you would give me some feedback. And then, of course, reviews, asking people to leave a Google review or just providing you, you know, send, sending you an email with a review that you can use for social media or your website, like all of that's really great, and if it is a less than stellar review, utilize that as a way to make your business and your website better.
Pualena 25:49
Okay, I just have to mention this because I made an entire slide about this, only because I think it's funny, but real. So there are a set of metrics called frustration metrics, and one of these metrics is called rage clicks. And basically that's when I mean, it can be several things, but one of the things it can be is like, if somebody's clicking something over and over and over again and nothing's happening. Either maybe they're clicking a button but it's broken, or the load time is so incredibly slow that it's just not happening fast enough, and it feels broken. And so if you have these frustration metrics, you're able to see like, oh my gosh, I QA’d this thing three times, but I totally missed that button and it doesn't connect anywhere. Or I really need to optimize my image sizes here, because this page is loading just way too slowly, and it's appearing broken. And again, you may never realize that's there if you weren't tracking these metrics. The other thing is, in terms of analytics, every business is different. If you're running ads, your analytics, your the set of analytics you're looking at, the reports you're looking at, will be different than if you are a small restaurant at you know, little neighborhood spot, you have no ads, but you want to provide great experiences, and you want to encourage people to refer people to you like that, it's just, it's different website visitors, demographic stuff like, everybody's probably going to be looking at that information. But maybe you don't sell anything physical, and so you don't necessarily want to track average order value, because people don't order things from you. They invest in coaching or, you know, so anyway, figure out what that data set looks like for you and your business, and start tracking today.
Pualena 27:56
All right, let's talk a little bit about optimizing your website and optimizing your funnel. There are four key parts of this one user experience. Ask yourself these questions, is my messaging clear again? Am I identifying my target audience? Am I clearly describing my product and service, how I help, what the transformation is, what the product is, what the service is. Are you validating and qualifying your site visitors? And do you have good on ramps and off ramps? So I call these on ramps and off ramps because we want people to easily be able to make a buying decision and then get to the purchase area without too much friction. So let's say you have a sales page, and you're following the story telling framework. You've got your hook and your hero section, then you're identifying some pain points, you're creating an emotional connection. Then you talk a little bit about, maybe you do a case study, and then you share a little bit about your program, and then you have another set of testimonials, and then you have talk about your credibility, and then you then there's like a part at the bottom where people can find out how much it is and how to buy. If I am a referred source, if somebody told me, Hey, go buy this program, and they already sold me on it, I just want to go there, confirm that this is something that I want to do, and then I'm going to buy it. I trust the person that referred you to me. So maybe I'm going to go to the top. I'm going to see the hook. Oh, yeah, cool, this is exactly what they said it was. Scroll down a little bit. Yeah. Okay, awesome. I think I'm ready to buy. If there's no button anywhere that says buy here, enroll today, learn more. I don't want to scroll endlessly or keep clicking on things to try to find my way to the cart. You are probably going to lose me as a sale, if it's that difficult. So you need to have on ramps and off ramps at all points that make sense to get. Give people a shortcut to the checkout cart. Okay, second category is function, thinking about things like load speed, SEO, do you have your keywords identified and listed early on in the landing page? Are your features functional? Do your buttons work? Are your animations subtle? Ask yourself that again, if you have animations, are they so super in your face, or are they subtle? Do they enhance the experience, or do they take away from it? And a lot of times, especially WordPress or Shopify people, you can create and other platforms too. There's lots of like, plugin options, and sometimes the plugins will like, cancel each other out, or there's just too many and you really just want to like again, user interviews and feedback. Hey, this is a page that I'm thinking of releasing for my upcoming program. Could you check it out and let me know? Then they can tell you this is not functional on my phone, this is working great, you know. So again, QA is important make sure everything is functional.
Pualena 31:07
The third category is branding. The number one thing here is consistency. Is your branding consistent across all of your platforms, your social media, your website, your ads, your physical space, if you have one, your downloads, your PDFs, everything should have your logo on it. It should use a variation of your brand colors in a specific way, and the fonts should all be the same. Your brand should be clear. It should be predictable. It can be fun, it can be unique, it can be bold. But predictability in branding is really, really important. People want to know that they can expect a specific outcome, a specific quality, and a lot of that plays sort of in like the subconscious and is evident in your branding, consistency or lack thereof. The fourth thing here is destination. When you are telling someone to go somewhere, are they going to the right place? This often comes up when we look at ads leading people to a website versus a specific page or landing page. I highly recommend, if you're running paid ads, that you link your ad to a specific landing page based on what that ad is asking of the person. If you're promoting a specific product, send the ad to that product page. Do not send them to your overall website, where they're gonna get distracted. Somebody's clicking on that ad. For a reason, if you're promoting 70% off of something, but on your website, that is a small like sub sale of a bigger sale. Let's say you have 20% off, 30% off, 70% off, and you send someone to the overall website from that ad, they are not going to find the 70% off deal right away. They're gonna say, Oh, that's a cute picture. Oh, you have jackets too. I just wanted 70% off of this backpack, but oh my gosh, and then they're going to shop, and then they're going to maybe buy something. Maybe they'll buy more than they would have bought initially, but more often than not, they are going to get distracted by something else, and they're going to leave altogether, whereas if you sent them directly to a page that only has that 70% off sale. And make it so easy for them to find the product they want, put it in the cart and buy it. You will convert better. Guarantee it. So think about your destination. Are people landing in the right place? Are you giving them good directions? People need to be told what to do, and as much as you can, you must remove the friction. Play the game. How can I get this person to take this action in as few clicks as possible? And there's a sweet spot, right? We don't want to make it too easy, like don't send them directly to the cart with the thing already added, unless that is specified. Like, the only reason you would do that is like, say you were on a phone call and people were like, Oh my gosh, I meant to jump into your program. Is it still open? Like I was gonna do it yesterday, I forgot. And you're like, cart closes tonight, but let me send you. And they're like, just send me. I have my credit card right here, then you can send them directly to the to the checkout page. But if someone needs a reason to like, they're 80% there and they need to be convinced at the other 20% to make the sale, they need some kind of information to make that decision. So getting them to a landing page is a great way to do this.
Pualena 35:00
In the workshop, we had somebody asking about long versus short sales pages and what that should be, you know, from a from a Facebook ad, should I send someone to, like, a super long sales page that lives on my website, or should it be a shorter, you know, opt-in page. This was my answer. I learned this answer from a UX Boot Camp that I took, and this was our instructor's answer. Like 95% of the time, it depends. So irritating, right? But it really does. And a general rule of thumb is long sales pages, and when I say long sales page, I mean the ones where you're scrolling and scrolling and scrolling, and it's like a little bit of copy and a picture and a before and after, and then some more copy, and then a case study, and then some more copy, and then a testimonial. And you're just like, Oh my God. Who looks at these like, who, in their right mind likes this? Here's the thing. A long sales page is designed for a cold audience, because people need to know. They need to do the whole know, like and trust thing. They need to figure out like who you are, what makes you credible, what is the result that you provide? How long have you been doing this? How many clients have you served? Do I like, How much is it? Is there a money back guarantee? How long have you been in business? Like, have any, has anybody complained about this? They're going to Google “RBL Media scam,” right? It's like how you have to address every objective and every question that might come up because they're not talking to you, they're reading and they're looking at a page. The other thing a long sales page is for, and people don't often talk about this, is after somebody makes a high ticket purchase, they're going to go back to that sales page and they're going to read every word from top to bottom to eliminate any prospective buyer's remorse. So you really want that page to be good, and it's if you have a high ticket program, it's worth considering creating a long sales page. And a lot of times, people will say, Oh, I really don't like those long sales pages, so please don't build one for me, and I have to ask them, who is the audience for this page, and how are they getting to your website? Because if the answer is it's people that don't know me and they you know, it's like an open source source, right? Maybe it's a referral. Maybe they're getting there from your email signature, people need all the information. So I would say, and like, if you're sending like a warm-ish audience to a page, you can make it shorter. So let's say you're retargeting ads like people clicked, maybe they you did, like a card abandonment sequence, or it's people that are return like previous customers, if you're retargeting groups like this, a shorter sales page is fine. An opt in page is fine. A link to a call booking page, if that's the next step in the funnel is fine, but if they are lukewarm to cold, you want to give them more information. That was a really fun discussion in the workshop.
Pualena 38:28
Okay, final thoughts, before we wrap this up, I want to remind you that this is an ever changing industry, and while this information is great in February of 2025 it may change, and it likely will change. So, one, do not put so much pressure on yourself to learn everything and get great at it. Find resources that can support you, invest in the experts in these spaces, and also keep learning. It's such a good idea to have a little bit of basic background information when you outsource something. So if you plan on hiring somebody to build your website, we hope it's us, but it doesn't need to be if you have any sort of exposure, or if you've researched any of this stuff or listened to this podcast, at least you have a little bit of a foundation around what this stuff is, so that you can communicate it better and assess the deliverables better when somebody else is helping you with this. So be gentle with yourself. Take it a little bit at a time. And I also want to remind you so, our team right now is re-listening to atomic habits by James clear, and in one of the chapters, he talks about motion versus action. A lot of times we get stuck in the planning phase. Okay, great. I'm gonna do all of my analytics. I'm gonna, you know, pull my data, I'm gonna analyze it, and figure out, like, what do I need to do? Blah, blah, blah. And then we're like, oh my gosh, okay, so based on this, it looks like I need to change my landing page, maybe create a landing page for my ad to go to instead of sending them to my website. And we start to get overwhelmed, because we're just in this cycle of planning. And here's what I'm going to say, if you're going to get stuck in a cycle of anything, get stuck in a cycle of taking action. When you take action, let's say you adjust something on your landing page. It's not going to be perfect, but put it out there. Get the new data as fast as you can, so you can keep, keep adjusting, right? That's all this is. It's a game of educated guessing. So the more you do stuff, the more you get feedback. Iterate, test, deploy, get feedback, like it's a cycle, and it can be fun. Have fun with it, right? It's it. It just changes so fast. And we also have a few things that we're kind of up against, right? We're up against, short attention spans. We're up against. I mean, not up against. We're having to work with, right? We're working with short attention spans, which is great. How can we deliver this message in a way that drives conversion as efficiently as possible? But AI, it's not the enemy. How can we leverage and utilize it to support us to make our work more efficient. There's new platforms and new tools coming out all the time. Use them, experiment with them, and remember that your business is, or at least it should always be, evolving. So something that worked for your business six months ago may not work now, because you've evolved. So just know that. Be gentle with yourself. Have fun with it, and reach out if you have any questions. I hope this was valuable. I cannot wait to connect with you again. Check us out at rebel media, RBLmedia.co, we've got some great resources coming to the website. If you have questions and would like to explore the opportunity of working together to develop your website, maybe redesign it, figure out your branding, all of that, feel free to book a design consultation, and I look forward to talking to you soon.
Pua sits down with business coach Nikki Nash to chat about how to build a business that runs smoothly without you having to do everything—so you can scale, grow, and actually enjoy the journey. Nikki shares her wealth of experience, having marketed for Fortune 100 brands before diving into her own path to entrepreneurship. She shares how she transitioned from a service-based business to creating educational content, making it easier to share the goldmine of insights she’s picked up from top-tier mentors and her work as a fractional CMO for tech startups.
In this episode, Nikki breaks down why strategic relationships are everything, how to make the most of assets like email lists and apps, and why your business shouldn’t depend solely on you to survive and thrive. She also gets real about the difference between a business that supports your lifestyle and one built for generational wealth—plus, she shares genius tips on business valuation, appraisals, and creative ways to boost income.
If you’re looking to scale smart, build wealth, and set your business up for long-term success, you need to tune in to this episode. It’s packed with insights, inspiration, and practical strategies you can start using right away!
About Nikki Nash
Nikki Nash is a Hay House author, international speaker and business advisor for women entrepreneurs. As host of the Market Your Genius podcast and founder of Nikki Nash & Company, she equips entrepreneurs and authors with the tools and resources they need to share and profit from their expertise.
Known for empowering people to quit making excuses and start going after their dreams, Nikki uses her extensive business and personal development background to help women create a business and a life they’re MADLY in love with.
Prior to entrepreneurship, Nikki served as Head of Marketing at tech startup Rest Devices, Senior Marketing Manager at Intel Corporation where she won the Marketing Excellence Award, Brand Management MBA Intern at The Coca-Cola Company, and Media Planner and Buyer at advertising agency Publicist Worldwide on the Kraft Foods Account. She has also worked for brands such as InStyle, Travel + Leisure, and Louis Vuitton Moet Hennessy.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Nikki Nash | Nikki Nash & Co.:
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Transcript
Nikki 00:00
It will not serve your business if your business is based solely on you and your skill. If somebody were to buy it, they're not buying you, you're exiting at some point. So like it needs to be able to run without you, without your face, without your special knowledge. It needs to be able to run without you.
Pua 00:22
Nikki Nash, welcome.
Nikki 00:28
Oh, my God, thank you so much. I was like, ah!
Pualena 00:32
That sums up the last five minutes that we've spent together. And I love it so much. I cannot wait to dig into all of this with you. I have to say you are. You're like, yeah, I got this. Like, we're gonna talk about what we talk about, I'm gonna deliver value. And like, let's just do this. And I was like, please be my guest every week, forever. That is any, anybody that's listening to this, that's gonna be a guest. If you jump on and say, let's just do this, you're going to be my favorite person forever. Yeah.
Nikki 01:05
I was like, we can't strategically plan magic.
Pualena 01:09
The podcast is over. That's it. That is the greatest lesson of all time.
Nikki 01:15
You can set the intention of magic, right? You can be open to magic, but you can't be like, All right, Magic's gonna happen in about five seconds. Okay?
Pualena 01:25
So three, two, where's the magic? Totally. Well, let's create some magic. Because you are phenomenal. You have an incredible business that I hear is shifting and evolving. So share with us who you are, what your business is, who you serve, and tell us the story.
Nikki 01:46
Yeah, so my name is Nikki Nash. That is my real name. I've been asked if that was like a pen name. I was like, no, I was born Nicole Nash. Nobody's called me Nicole, pretty much ever unless I'm in trouble, so.
Pualena 02:03
That's how, you know, right? That's, that's the only time my full name is really used also.
Nikki 02:07
Yeah, when it’s my full name, middle name and everything. I'm like, What did I do? I'm sorry, mom,
Pualena 02:15
Awesome.
Nikki 02:18
Aw, yeah, but let's see, I was born on a warm Sunday. No, like most, went through life trying to figure out what I wanted to be when I grew up, and I might still be figuring that out. But along the journey, I went down the path of working in marketing for Fortune 100 brands, first starting in advertising, and then going in-house, into these large companies. And I did it at a time where they were just like, you're a millennial, you are on these platforms right, like you can be in charge of content and social media marketing for North America totally. And I'm like, Absolutely, I got you. And so I was like, I have a blog. I know things. And so I built a career, really, in the space of new media. I had started in print, because magazines were amazing, and I love them. But I transitioned into more digital content. I started Intel's Instagram account, I started their Pinterest account with another co-worker, and kind of kept rolling, working with influencers all sorts of things. And in I want to say 2013, Angel… the same amount of time, around the same time Angelina Jolie came out with this op ed called “My Medical Choice,” and she was opting to have preventative surgery because breast cancer ran in her family like the day that article came out, I was going to be tested for the ovarian cancer gene, because ovarian cancer ran in my family, and the genes are very similar. And kind of going through that process, I really was reflecting on my life, like, what am doing? Do I want to do this forever? I worked from home one day a week. It was way before it became like a social norm. I lived on the West Coast. My whole family was on the East Coast, and I was like, I'm out. I want to start my own thing. So I set out to start my own thing. I went to Mexico. I was drinking margaritas, and the first week was amazing. The second week I freaked out, and I was like, I'm bougie and expensive. Who's paying for me? So instead of starting my own thing, I talked myself out of it and talked myself into go into startups and learn how to start something up. What I discovered is, unless the founders have built other successful Tech startups before. Nobody knows what they're doing. It's a science experiment. And so all I learned was that I needed to learn while doing so I left after probably, like, a year and a half, two years, and went off and started my own thing, and that was back in 2016, almost 10 years. Yeah, it's crazy, and I have been a Fractional CMO for a number of tech startups for coaching and businesses in that industry that were doing millions of dollars. I've been a coach to people that were just starting their business. I kind of have done all sorts of things, but my main purpose was, how do I help people get more clients and retain those clients longer? And it wasn't until probably a year and a half, two years ago, at this point, I have no concept of time, but I was invited into this event that was invite only. It was like a private organization, and unless you were a guest of a member, like you weren't going to be in this room. And it was the main speaker was somebody who has made billions of dollars in business, and they had other amazing speakers who have made millions of dollars millionaires, like people who are like, we're not just telling you because we want to tell you things, like, we've been there done that created these things. And I started learning from people that were in the 1% and like the 1% of the 1% and started getting mentored by many of them, and there's one in particular who really kind of has taken me in and shown me the ropes. And so what I started doing fairly recently was I changed the type of businesses and like clients that I had, so to speak, and the way that I work with them from a marketing perspective, and so I don't take on, like, new clients. It's actually really nice, but because what I'm also heavily focused on is, how do I share the lessons that I've gotten from the 1% and, like, the 1% of the 1% with other people? And so that's been a big part of what I've been doing is just kind of sharing that information and then showing people how they can be in the right rooms, like telling them about different organizations or events or programs that my mentors have been running, or that I've been in, so that they can also learn things as well.
Pualena 07:39
Incredible. So you kind of shifted from being a service based having a service based offer, to being more on the educational side. Is that is that kind of?
Nikki 07:51
I think that's fair. I think I still do like services to a certain extent. But instead of having a number of clients, I have a few, and they pay me in different ways. So some of it is like, you get a, like, almost a retainer, plus rev share. Like, I've done things where it's like, the upside is so much greater from a monetization standpoint, because I'm getting a piece of the pie because I noticed I'm like, I have a track record of helping people make crazy amounts of money, but I'm only charging a certain amount. So what if I charge even either the same or a little bit less? But take a piece of the profits.
Pualena 08:31
That is awesome. So, you do your thing, you help them win. And with that, it's not that you need it, but it's a little bit of like accountability for you, like, I'm gonna help you crush it, because the more you crush it, the more we both win.
Nikki 08:46
100%.
Pualena 08:47
That is so brilliant. And I love that, both for like, an established business that's looking to grow and evolve and and get to that next level. And also, I don't know if this is your target audience, but if anyone out there is listening and they're like, I really want to serve the startups and the people who you know they may not have the capital yet to invest in these multi $1,000 per month programs or coaching. Could I help them to succeed with a rev share offer? It’s awesome.
Nikki 09:17
Right, could you do rev share? Could you do equity? Like, what are the things that you can do? And you got to be careful with equity, but like, figuring out the things that you can do so that it's a win, win. And then also, like the other piece, it's not so much of a business on its own. It's more of a brand that's being built, where I'm just sharing the secrets and insights from the 1% and like, there is a long term plan for that, but for right now, I'm just really trying to share like, hey, my mentors were mentored by great people, and they're mentoring me. And I want to share this with others
Pualena 09:56
Brilliant. I love that so, so, so much, and talk to us about the experience that you've had with start, I mean, you've you've worked in multinational corporations and startups, and that broad range of experience, I'm guessing, showed you vast differences, but also probably some patterns.
Nikki 10:20
Yeah, like, I think the biggest differences are that when you think of a corporation, they're kind of like a yacht, right? Or not even a yacht, they're kind of like a cruise ship, right? Like, they they're huge to turn them. You can't just, like, turn real quick. It takes, like, a lot of strategic planning and effort to turn them, whereas a startup is probably like a speed boat, right? Like they're, you know, you can move and maneuver really quickly. You can go really fast. There's less people on board. And so it's actually really different from a strategic standpoint, like the things you're probably trying to do, unless you're at like, a startup type thing inside of a big company, right? Like they're starting a new venture, or they're entering into something new. And you can be a little bit more nimble and creative and out of the box with what you're doing, but have probably more resources than if you were a startup before, right? There's funding, there's probably a team that you have access to stuff like that. But the big things that I took from corporate for startups are actually habits. It's the craziest things, like when I was running my own startups and being a consultant and working inside others. If you try to put in place the things that worked in corporate, inside of startup, it's not going to work. People are like, we need SOPs. We need that. No, you don't know what's working. You can't create an SOP on a process. You don't even know is going to last tomorrow, right? Like, that's a waste of time, but I needed to get in the habit of, like, being accountable and like showing up, like, it's not like, I'm my own boss. I'll work whenever it's like, no, like, I need boundaries and parameters and to really manage myself and to have the mentality that somebody is in charge that's not me, for myself personally.
Pualena 12:29
Which is an entirely different skill set that can be very, very challenging. Yeah, yeah, it's, that's, that's a great call. Do you have any tips on how people can navigate that, if they're just starting out, or if they're even if they're not and they just like, this is something that I really, really struggle with.
Nikki 12:48
Yeah. I mean, the biggest key is to understand what works for you personally. So you have to almost look at other areas of your life where you're wildly successful, or you get stuff done. Maybe you're brilliant at going to the gym, and you're religious with your workouts. Maybe you're really committed to your friendships, and you are always going to show up. Or, you know, whatever it is, figure out where you're currently successful in terms of getting stuff done, being accountable, being on time, etc, and then kind of apply that to you in business, right? Like, I know I'm most successful when I owe something to someone else, right? Like, if I had to write a blog post and I'm like, Nikki, write this blog post, I would probably deprioritize it and do all the other things that are due to other people first. So I almost need an assistant, or somebody on the team who's like, I need this blog post so that I can do this job or do this thing, and then suddenly I'm like, okay, I'll get it done.
Pualena 13:58
Yeah, I think that's really common. That's brilliant. Would you not to give away your secret sauce? But are there any takeaways from your experience with your these very high level mentors that you've had, you know, talking about things from like habits to wealth building. What are some things that you can share with us today that you've taken away from that.
Nikki 14:20
There's no real secrets. Like, I'm like, I'm gonna reveal them anyway. But I think the biggest thing for me was realizing that the vehicle and the way in which you build wealth, and the vehicle and the way in which you make money to fund your life for so many people are different, right? And so I'll give you some examples, and I'll use some like public figures, because it's, uh, it's really interesting. You look at maybe like Jessica Alba, or like, some. Gomez, or I'm trying to think of like other like Rihanna, right? So people will think, oh my gosh, they're these actresses, they're these singers. There's these people who have made millions and millions of dollars. Rihanna is a billionaire, and they're like, it's because of their career in the industry, and it's like, no, they use their career in their industry to get well known and be out of obscurity and build an audience. But how they created their wealth was through a business, right? Like, whether it was a Honest company, right? Or, you know, their makeup brands like it. They're in business. They're in business. They're buying real estate, they're doing other things that are what is actually making them wealthy, which means the thing that they were doing to fund their lifestyle is not the same as the thing as what created wealth for them. And most people aren't like paying attention to it that way, right? Or thinking about it that way.
Pualena 16:06
Absolutely. And we think about it like that, you're like, okay, it makes sense for them. They're already famous. If I make a makeup company and I'm Rihanna, people will buy it. But who am I? I'm nobody. So how do I, anonymous little me, follow that strategy to create my own wealth?
Nikki 16:25
Yeah, but like the same, the smallest level concept applies, like I'm never. I shouldn't say never. I'm sure it's possible in some realm of reality, but it is significantly more energy, effort, time, and probably challenges for me to build a coaching business that's going to create me generational wealth, right? Like Tony Robbins could do it. But like, what's the probability of that, right, where I can make billions of dollars with coaching for me? Probably not that high, not knocking myself. I think I'm great, but like, if everybody was Tony Robbins, then Tony Robbins wouldn't have a billion dollar brand. So the reality is, is, and even him probably like he, I know he invests in other things, so that's a whole nother story, but I really got that instead of me trying to build this seven figure, eight figure, nine figure coaching business. What if I had a coaching business that just was enough to have me live a really great lifestyle, and I was able to do it in few hours, like 25 hours a week, 20 hours a week, 15 hours a week, 10 hours a week, right? And not because then the rest of the week is spent sipping margaritas or like, hanging out with my friends, which is what I think most people were marketed like, work less and then live your best life. That doesn't create generational wealth. But what could is if I was only working. Let's just call it 20 hours. Let's pretend you work 40 hours. I mean, most are probably working more than that, but let's just pretend you're working 40 right now. Let's say you can cut your hours down to 20. Still make really good money to live a great life, right? Go on vacation, etc. But then imagine spending the other 20 hours a week strategizing, thinking, being in the rooms with people that are already making money, right, learning how to actually create wealth and what that takes. And then you entered a vehicle that could create generational wealth, which doesn't have to be your own, like beauty company, right? It could be realizing that there's a gap in the market, and you can create an app for something that's free for people initially, but collects a lot of data on people, and then gets a lot of users, because it's just so cool, right? And then you can go and say, hey, somebody valuate this company, right? It's conceptually, think of it as getting an appraisal on your house. You're getting an appraisal on your business, right? And some guy or gal shows up, some person shows up, and they're like, this is worth a million dollars, right? Or they say it's worth $100,000 and you're like, but what about this? And what about this? And they're like, you're right, it's worth a million dollars, right? And then you get them to put that on paper, and now you have an asset that's worth a million dollars. You're a millionaire and like, an asset rich millionaire, and you can go to the bank and be like, hey, bank, I need $500,000 $600,000 you know, whatever, and say, I have this asset that's worth a million. Banks, like, okay, here's all this money. Okay, and then you go, thank you for the money. And you don't go on vacation. You go, Okay, what other assets or appreciating things can I invest in? Maybe it's real estate. Maybe it's an early stage, stage, you know, startup. Maybe it's Bitcoin, I don't know, right? Or crypto. It's like you think differently in the time that you dedicate for generating wealth, but you have to have the time and the space to be educated on how this actually works, to meet the right people to sit and think about like, How can I do things? And most people don't even have the time to do any of those things because they're working 60, 70, 80 hours in something that's paying them, you know, $50,000 $100,000 $500,000 you know, a million dollars. It's not going to get you to be in the, you know, ultra high net worth club.
Pualena 20:59
Just blew my mind, this is the out of the box thinking that I think we often, yes, we're busy, yes, we're working a lot, and we often don't give ourselves permission to even think that that's an option for us, right? It's like that's for them. Thank you for making it so digestible and so approachable and so doable for anybody that has the desire to create that kind of wealth for themselves.
Nikki 21:30
Yeah, and it really starts with having the time to even focus on it, right? And that's something like I'd like to say, I made this up. I did not. One of my mentors literally, was like, you cannot be generationally wealthy if you're spending 70 hours on your coaching business. And I'm like, Hmm, let me think on that. You're right, yeah.
Pualena 21:56
Yeah. It's beautiful also, because so many people have this, like, drive. I have a business. Like, there are how millions of coaches. I feel like that. That industry has just exploded with the ability to run an entirely digital business with so much, like, coaching for coaches and not I'm not knocking coaches at all. I think they're needed. I think they're necessary. I think they're amazing. And so many coaches and I, I have a little experience with this, because we work with many of them to build, you know, their websites, their courses or digital spaces, and they work hard and they are like, I'm heart led, if I work hard enough and if I work enough hours of the week, eventually this thing's going to take off. And there is that whole like, work smarter, not harder. And that's like, oh, just the saying that doesn't mean anything, but for you, that is 1,000% true, and 1,000% the way to break free from this hustle culture, which I think we're all really stuck in at times. So awesome. Thank you.
Nikki 23:07
You're welcome. And when you think about it like I now have some space in my day and my week, and I just watch what's happening, right? Because it gets me thinking differently, and I start looking at people that seem to have come out of nowhere, right? And when you look at a lot of them, especially in the coaching industry, like, because that's been a big part of my business and life for the last 10 years, right? There are people that you're like, Where'd they come from? And it's because they had a strategic relationship with somebody who is maybe greater than them, but it was still like a win-win to support them, right? So, for example, I look at the Boss Babe brand and like Brendon Burchard, right? And I watched a lot of that happen. I actually went to some boss babe stuff when they were really early and when both founders were working together. I know one exited, but I feel like I'm like, pretty confident in what I'm about to say. They bought the Boss Babe brand for pennies from somebody else, right? Not literally pennies, but for less, because it was like a website. I don't even know if it had members, but they bought the domain or things already existed, gave it a makeover, got up, like had a vision and kind of a mission, like, this is impairment, like, we're Boss, Babe. It was right time, you know? And they got a lot of users, and they promoted and talked about a lot of great things Brendon Burchard did. Got connected with Brendon Burchard. They have an audience of people that are very different from the typical Brendon Burchard audience, right? And it's like, hey. They can bring awareness to this person that already exists. He can bring awareness to this brand that's not as big, but still, they can do strategic things together. Everybody's rising, but like they can go really far, really fast, and move up. And so my mentor gave me this analogy once. He said, you could want to get somewhere and decide to start laying down train track, right and like building the train. And you could do all that yourself, he's like, or you could stand and watch a train going by really quickly and get a hook and connect on and go with the train.
Pualena 25:42
I can't imagine who would want to do the first one, but people do.
Nikki 25:47
That’s what most of us are doing. Totally.
Pualena 25:49
Yeah, did you?
Nikki 25:50
It’s what we’re kind of, like taught to do.
Pualena 25:53
Absolutely and it's, it's this badge of honor, almost like, I've worked so hard, I work so many hours, you know, like, it's that, to me, is one of the biggest things that we can shift as an as a collective of entrepreneurs, is like, I want to meet the person who's working the least on this one business and seeing the most success, because those are the systems that I want to model after. Not to say again, like, I don't want to, I don't want to, just, like, take a nap in my free time, but I'd love the free time to be able to choose what I want to do with it, right? Yeah. Credible. I am so like, Okay, what do we need to do to get our business appraised, evaluated and like that, to me, was such a mind blowing option for businesses. And so, you know, what? What do you what advice do you have for someone who's like, you know, I have this established business. I'm inspired to go ahead and do that and start in on that path. Do you have any tips for like, when you're ready to get that appraisal, or how to present your business? How to prepare for that, what that process looks like for people?
Nikki 27:13
Yeah, you know, the first thing I would say is, you want to get really clear on what your goals are with your business, right? Like, some people are like, I like what I do. I like servicing clients. I'm going to do it till the day I can't, and that's my plan, right? And there are other people that are like, I like it, I enjoy it, and I plan on selling it one day, and I'm going to live off of that money, right? But most people over estimate how much their business is actually worth, right? So you don't want a rude awakening. So the first thing I would do is find someone like you can look online. You can connect with people, maybe on LinkedIn, but find someone who does valuations of companies, and you can have that person do a valuation just for you, right? And then maybe ask them questions, what would increase the multiplier? What you know, things like that, because you can get a different person to do a valuation of your company later, after you make some changes, but there are some things that broad strokes are going to help you right, like it will not serve your business if your business is based solely on you and your skill right, like, if somebody were to buy it. They're not buying you. You're exiting at some point. So like it needs to be able to run without you, without your face, without your special knowledge, it needs to be able to run without you. So that's one thing that I would think about when it comes to your business, right? The other thing is that people want to be buying something more than revenue, right? Like they like assets. So if you have machinery, right, that's an asset, right? If you own the building you do work in, that's an asset. But you know what else is an asset? An app, a large email list or database? Those are all assets. And so oftentimes people are talking about, hey, you can make a lot of money with a small list. You absolutely can. However, if you want to sell your company, your small list will not help your valuation. So I start going, Okay, I didn't need a huge list to build my business. But what if my business was my list? Right? Like, what if I got out of the service business and I got into the list build, building an engaged database of people for free? Yeah. I'm not saying that's what I'm doing, but if I put that hat on, what would I do? Because that's going to help the valuation of the company, right? How can I get in the asset game? How can I create an app that's simple, that's maybe even for free, that just has a lot of users that I could sell to someone and maybe they want to figure out how to monetize it later. Or maybe they just care about the users, and they're like, Hey, you're using this app for free. Guess what? We have this other app as well that you'll love. Or maybe they start getting advertisers for it, right? But they'll buy the app Instagram was bought for how much money it didn't have any monetization into it before Zuckerberg bought it like before Facebook bought it, no monetization. So I think so often people think they need all these things to make their business worthy. It is faster to build a million dollar business based off of valuation than it is for a coach. Most coaches to make a million dollars in revenue or a million dollars in profit, right? Significantly easier to just build an email list or build an app or something and get somebody to look at it and valuation million bucks sweet. Now I'm going to go to the bank and be like, hey, bank, my business is worth a million bucks. I have this asset. Can I have some cash?
Pualena 31:33
This, to me, is the biggest takeaway from today, and I'm not that everything you've said hasn't been so valuable, but you your one of your gifts, I think, is helping people to think completely outside the box and outside of everything that we've been taught as entrepreneurs and also just as people in the workforce, like anybody, you don't have to be a business owner to leverage some of these strategies to build your wealth, right?
Nikki 32:04
Not at all.
Pualena 32:05
You could develop, like, as you said, right? Like, as long as you have the time to develop some of these assets.
Nikki 32:11
That's it. And we're in a time with, like, AI and like all sorts of things, it's significantly easier to do it. And these aren't my, like, unique, brilliant ideas. I was just in a room where we're having these conversations, and honestly, the whole valuation thing, I had to hear it, like, three or four times before I was like, ah, yeah, I should focus on that. Literally took me forever.
Pualena 32:38
Right? Like, and it's, it's interesting, because you now have become this expert in that space, and so it's hard to picture you as someone who's like, wait, what? Like having that, that light bulb moment that I'm having right now. So what shifts did you make in your life, in your business after hearing that, to start to move in that direction?
Nikki 32:59
Yeah, so one of my mentors did this TEDx talk. I'll send you the link so people can watch it, but he tells this story and gives this analogy that shifted my mindset from like the type of deals that I was doing in my own business, like the types of clients I was working with. And so the first big change that I made was, instead of trying to serve a ton of tiny clients and spend all this time, energy and effort in kind of building that behemoth up, I was like, how can I do fewer clients, bigger clients that have more repeat income or passive income or rev share, right? So that was the first thing. And it didn't happen like overnight. It happened at first where, like, I'm doing business as usual, and then a friend is like, hey, have this opportunity. There's this person who wanted to hire me. It's not my skill set. It sounds like it's more in yours. Would you like this big deal, right? This big client? And then I was like, yes, but where my brain started going, because I was in these events and meetings, is they talk about something called arbitrage, which is essentially, like, there's a couple of different examples for it, but it's like, instead, like, I got this big contract, and instead of me doing all of it by myself, I went, Hmm, I'll take the you know, I'll just call it $30,000 right? And then I'll pay somebody $3,000 to do a lot of grunt work, right? And then I'll pay a certain amount to taxes, maybe another amount to somebody else to do another little piece of the pie. But I just sit around and do maybe the strategy, and I take home. Know, $20,000 right? Or $15,000 and I did a tiny piece of the puzzle. Or sometimes I, you know, you outsource the whole thing and you make a cut, right? It's really thinking, how can I do more of those deals where I'm not working so hard, but I'm making bigger chunks of money, and so I kind of transitioned to doing those types of deals with clients so that I had fewer clients. I was making more money and I was working less.
Pualena 35:31
So the first step for you is really creating that time.
Nikki 35:35
Yes, yeah. 100% you need the time.
Pualena 35:39
Yeah, brilliant. It's interesting because we look at wealth as a purely money based system, and when we bring in other energies, time may actually prove to be more valuable, at least as a catalyst to creating that wealth. And you've said it multiple times today, so I hope people are hearing it, because that's so valuable.
Nikki 36:05
Yeah, and when you start looking at wealth holistically in terms of like, time, energy, relationships, like freedom, that's wealth for me, right? Like, I remember I watched this reel, or it might have been before reels. So it might have been just a video clip by Robert Kiyosaki, who wrote, Rich Dad, Poor Dad. And he had this video, and I think him and his wife, Kim, were married at the time in this example. And he said something like, Kim and I don't buy a new car, even if we have the cash for the new car in our bank account, until we have a new cash flow appreciating asset that can fund the payments passively of that new car.
Pualena 36:55
Wow. I like that.
36:59
And I was like, huh.
Pualena 37:02
And you'd never guess, like to hear these strategies and these sort of nuanced little tidbits from people who like, like, I know you could just buy a car and cash out right? Like, I don't understand, but that is exactly why these people are in the positions that they're in. And I think when we can think about it as almost like a game, like gamify this thing that probably has caused you a lot of stress and sleepless nights, if we can just shift our mindset around it and figure out like, that sounds like a game to me, like, let's create this thing that's going to bring in enough recurring revenue to cover payments on a car payments that probably doesn't even need to create. Like, he could pay it in cash, but he's going to do the payments because we've played this game, right? And it's like, it sounds fun and it also sounds totally freeing.
Nikki 37:58
Yeah, you want another game?
Pualena 38:00
Absolutely.
Nikki 38:01
Because my mentor taught me this privately, like this wasn't in one of his events, and I was like, mind blown. So when you think about wealth again, it's like, net worth, it's perception, right? Like, based on something, but perception, and I'll just use this example before I go into the game, like, my parents bought their home like, 30 something years ago. And I don't know how much they've spent for it, but I know it was less than half a million, like, maybe it was 300,000 maybe it was 350 I don't know. That house is now worth over a million dollars, right? They did minimal advancements to it, like they redid the kitchen, probably at this point, like 15, 20, or like, a while ago, right? Like yesterday, and they got a new roof that was probably more recently, because it was like a 30 year old roof, right? But it's not like they refinished the basement. It's not like they added new rooms, like it's the same house, and at some point the perceived value of that house went up, right? And there are some factors in it, but the house is the same, right? Now, this is where the game comes in, and this is something my mentor taught me. He's like, cars, classic cars, older cars. The value is in the eye of the beholder, right? So he's like, you could find a car that's like, sitting on somebody's yard. That's like a classic car, but, you know, Grandpa loved it, and grandpa passed away, and they're like, get this car off of my yard. I'm over it. And they're like, just give me, like, $5,000 for it. I don't care. Just, like, take the car, because to them, $5,000 is, like, magic does wonders for them. You're like, Okay, you're selling it for five grand. I'll buy it for five grand. Then you do, let's say you put a grand to fix it up, right? Because it was pretty good shape. It just maybe needed, you know, little shining, little paint, I don't know what. And then you find somebody where that is their dream car, like they wanted that, you know, 1932 Jaguar, I don't know, convertible. I'm making this up. And you're like, all right? And they're like, that car is amazing. It's a Jag from back in the day, like, that car has to be at least worth like, $100,000 right, in their mind, right? Or like, $50,000 and you're like, okay, and you can do a couple of things. You can sell it to that person for that higher amount and take the difference. Or you can get it appraised by someone who sees it at that value and say, Hey, this guy is willing to pay this amount of money for it, like whatever, get it appraised. And now you have a net worth of all this money, because you just kept buying these cars and getting them appraised. And then you can go to the bank and say, Hey, bank, look, I'm worth millions of dollars just in my cars, right? You want to get even crazier. You can turn the cars into a business where you find wedding venues and you rent out, or, like, lease them your car to pick up the bride and groom and drive them just around the facility of the wedding venue. Like, these are the conversations I'm having where I'm like, What the heck? That is so true, and it's crazy.
Pualena 41:33
And it's fun, like the magic is in the creativity of it all, right?
Nikki 41:39
Yeah. So now I just like, Look online all the time, and I'm like, All right, what are cars that depreciated quickly? But have you know, this high perceived value, and they're classic cars, so I can get a classic tag which has tax benefit, tax benefits and whatnot. And I'm just like, let me find cars.
Pualena 41:59
Totally I mean, I'm sure people are doing this. Now that I think about it, like the people that I even in our neighborhood, there's like, you know that it looks like a hobby. There's always a different car jacked up in the in the driveway, but now that I think about it, that might be exactly what they're doing.
Nikki 42:18
Yeah, there are people that do it, but they're lacking sometimes the strategy to think of like, what is a classic car that people want, right? Like, what is going to be somebody's passion car? It's going to be like the DeLorean for the person who loves Back to the Future, right? Like, you got to think what cars are somebody is somebody going to be like, That's my dream car. I'm willing to pay, you know, all this money for it.
Pualena 42:46
Yeah, it's kind of like people who buy and sell things from like Ross or thrift stores, and they sell it on eBay, and I'm like, How do you know what you're buying is valuable? And they stand there, they do the research right on their phones. You just kind of start to create a an eye for things that might be valuable and it's fun, like, that's the thing that's really, I really want people to, like, internalize, is this does not have to be a drag. It can really be super fun and rewarding.
Nikki 43:20
Yeah, and can be as simple as you don't have to get in the car business, but something I've noticed so one of my mentors let me one of his cars. Actually, he's lent me two different cars before. One was before I got a car because I moved to a new place and I needed to get a car. And the other time was because my car was in the shop, and I drive one of his cars, and people are literally like, drooling. They think I'm like, fancy, and I'm like, the greatest person in the world. And they're like, you coach people? Like, coach me, right? And it starts showing perception, like I have a nice car. His car is even nicer, but he showed me how I can get cars like his without spending crazy money, because I wait until they depreciate until a certain amount. But in people's mind, the perception is still like, this is a $100,000 car, so you must be loaded. Now I'm not telling you to dupe people into thinking that like you're all that and a bag of chips, and then try to, you know, get more money, but like, what I offer and value for what I do for marketing, and I know how much I've made my clients that were already doing eight figures, right? But if they look at me and they see like some girl that you know is modest or whatever, that's fine, but if they also see me in a nice card, they're going to come to the table thinking my value is higher, like, I'm going to charge higher, so they're going to expect to pay higher. I'm charged I'm giving and delivering the same thing. But if I can brand myself, that makes it think that it's higher, right? Like, I buy this, you can buy the same things at Target and Walmart. Why do we spend more at Target and go to Target? It's branding, right? Perception is everything.
Pualena 45:17
Oh my gosh. I am. Like, you can we just have, like, a weekly, I guess that's what coaching is, right?
Nikki 45:27
Weekly call where we discuss this, and you help me implement?
Pualena 45:34
So I you know what for my benefit, and everybody listening like, how can we learn from you, work with you, learn more about you, connect with you, all the things.
Nikki 45:44
Yeah, so there's a couple of things I am literally like, intentionally starting a newsletter and a podcast focused on sharing like these, 1% secrets, right? So if you go to my site, nikkinash.co, you'll be able to get information on you know, how to opt into the newsletter, and then when the podcasts release. The other thing is that my mentor, who again, shared a story that helped me really understand how to do bigger deals and things like that. And I'll again give you the TEDx link. I know that he has a university where he literally is teaching people how to build profitable, successful businesses, and then also how to increase their wealth position. And so I can, you know, I can do this. He and I were having a conversation, and we want to support more people with getting this education. So he and I were talking about how we can do scholarships and so like whether I sponsor some folks, he sponsors some folks and cover the education of the school, because it's like a $25,000 school, right? So what I can do is for people that are interested in having a scholarship, DM me on Instagram, let me know you were listening to this show and that you're interested in a scholarship, and we can have a conversation about what that looks like, because there are different types of scholarships that we're looking to do. So we can definitely have that conversation.
Pualena 47:21
Amazing. that is such a generous offer. Thank you so much. Thank you for spending the time with me today. Meeting you has been such a joy. I am so grateful just to hear like a new way of looking at things and be able to share your message with our audience. Any final thoughts for rebels in business who are trying to do incredible things and create incredible lives for themselves?
Nikki 47:49
Yeah, I mean, the first thing I would say, or, like, the one thing I want to leave people with is, like, take action from hearing this, right? Like, even if you have to listen to this multiple times, because some of the things that I'm sharing with you, I had to hear multiple times before I was like, got it. Right? But step one is free up time, which means you have to do business differently. And so just commit to figuring out, even if you're like, I don't know how, but I'm going to commit to putting some time on my calendar to just think about, how can I cut down my hours? What are creative ways to do it?
Pualena 48:28
Brilliant. I love that so much. Thank you again for being here. I look forward to staying in touch.
Nikki 48:35
Likewise.
In this episode, Pualena helps you kickstart the new year (or any time you’re ready for a fresh start) with practical strategies and an inspiring approach to goal-setting. She highlights the power of celebrating small wins every week to keep momentum going and encourages you to reflect on last year’s achievements and challenges as a foundation for setting goals. Pualena makes the process interactive, inviting you to pause and journal as you listen so you can put a clear plan into action by the end of the episode.
With a focus on setting SMART goals, Pualena introduces three impactful growth strategies for 2025: improving customer experience, leveraging AI and data, and building collaborations with like-minded businesses. She also dives into the latest marketing trends, including short-form video, interactive content, and sustainability messaging, while sharing actionable tips like batching work and using project management tools to avoid burnout. To put these ideas into motion, Pualena offers practical suggestions, from sending surveys to gathering customer feedback to integrating AI tools and creating engaging content. She wraps up by encouraging you to share your thoughts, connect with the podcast community, and embrace a year filled with success and abundance.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript
Pualena 00:00
Make this a day. Make this Friday. Celebration Friday. Three things that you accomplished this week. I don't care if they are so tiny that no one else would notice. You must celebrate because this allows you to stay aware of your momentum.
Pualena 00:22
Hello and welcome back to the RBL Media podcast. I'm your host, and it is 2025. Holy moly. It's interesting. These, these sort of 25 year milestones kind of hit different than you know. 2024 okay, it's the year after 2023. But 2025 feels like more major. 2020, 2050, 2075 right? Like that. 2049? 2050 Whoa! Anyway, I hope your year is off to a phenomenal start, and in the energy of the new year, I'd love to take this opportunity to walk you through sort of a reflection and goal setting exercise that you can do, Tony Robbins style, go ahead and pause this tape, write your answer down and then hit play again. Did you guys... please somehow get in touch with me if you know what I'm talking about when I say that, because tapes that you pause... Tapes! Do you guys remember how to rewind a tape? Like you had to, like, or there you'd like get to the end, and you have to flip it over. So you'd like to eject it, and then you take it out, and you flip it around so that there's the other side of the tape. You can listen to it... anyways. Or you like to your little finger, and you put it in the thing, and you rewind it anyway, anyway. Today, now that you have the world of digital audio at your fingertips, you have a much easier time doing this. So feel free to use this as a resource. Grab a journal, grab a Google Doc, whatever you like to use to take notes. And feel free to follow along and join me on this process that I've recently done myself to put some really exciting new things in place for our business. RBL Media is shifting. It's evolving, and we always have two goals in mind. How can we best support our clients, and how can we have the most fun doing it? That's it. Because if it's not fun for us, and if it's not helping you, what's the point? I can refer you to somebody who can help you in a similar way, and there it's fun for them, and it's not killing, you know, like it's like they that has to be those have to be the goals for us. So anyway, figure out what those goals are for you, and please follow along. This is going to be really fun.
Pualena 03:15
So into this new year energy. And I, I always think about, like, it's so obnoxious to expect anybody to make a plan for an entire year right at the start, because a year is a long time. It goes by fast, but there's a lot that can happen in a year. So I'm gonna keep saying New Year, because it's January ‘25 but you can do this quarterly. You can do this as often as you want to or not, as often as you as often as you don't want to, right? Don't think this is just a January thing. Do or die. This is it. This is all you got for the year. With that being said, I love to start with a little bit of reflection and something that we don't do enough of, no matter who you are, I could almost guarantee that you don't celebrate your achievements as often as you should. Think about last year. Think about 2024, and all the things that you did and all of the people that you helped, and all of the amazing things that you were able to do with your business and your life, with your family, with your friends, and start to write down what achievements, big or small are most memorable and most exciting for you. This can be really tricky, and it's, I think, tricky because we're not used to celebrating ourselves. We're not used to highlighting our achievements. It feels boastful. It feels like you're bragging, and we don't necessarily commit those to memory nearly as much as we do our failures or things that went wrong or things that we did wrong and so and think, just think about the energy. How did you feel in your body when I said think about your favorite achievements and things that you accomplished last year. How do you feel? How does your body feel when you hear me say that, versus think about all the ways that you failed? There's like an energetic difference between the two. So, stay in that expansive energy, and just think about, think about the things of that you're proud of, that you did last year. And nobody has to see this. This is going to stay completely private to you, if you want to. But write them down, acknowledge them, honor them, and celebrate them. You can pause this, and when you're done, hit play. For each of those, think about what led to that achievement, what led to the success of that thing. I like this because it allows us to really think about like, what was the path to that? Was it an accident? Sometimes it is, but often it's not, even if it was not expected. A lot of times we did things to get us there or somebody else, right? We had, we had an angel on our shoulder, we had some kind of support to help us get to that achievement.
Pualena 06:26
Okay? Next reflection, what challenges did I face and how did I navigate them? This is not necessarily meant to force you to think about all the things that you did wrong, or all of the ways that you all of the regrets that you have, like it's it's simply, you know, what was challenging? What were things that I really had to work through? And maybe you haven't worked through them yet. That's okay. Now this is a little bit of a curiosity. Did any of these challenges actually lead to the accomplishments that you answered in the first question? Now I would like for you to look at these lists together and celebrate them all the fact, like, anytime that you fail, anytime that you have a challenge, anytime that you did something that didn't pan out, celebrate the fact that you took action on that thing, because not everybody takes the action. Many people don't, because they fear the outcome that maybe you got. One of the challenges could be, I reached out to people that I thought maybe, wanted to sponsor my podcast, and they said no, and I was really bummed. But I ended up getting my first podcast sponsor last year anyway, and I'm going to ask these people again when my show grows, you know, like, maybe some, a little bit of that. Okay, okay, this the last thing in this reflection space, because I really want to get into the like, fun, not that this isn't fun or important, but it's definitely not the meat of what we're talking about today. So what is one thing that you'd like to do differently this year? It can be based on the accomplishments and the challenges you had last year, or does it have to be? Is there something that you want to do differently this year that's kind of a big one, right? Like it could mean letting go of things. It could mean adding things. It could mean changing things. But really think about like the way that you did last year was last year. Maybe it served you. Maybe it didn't. Maybe parts of it did. Maybe parts of it didn't. What of that would you like to shift and change and evolve this year or the next three months, or one month or one week, or however often you're doing this. Okay, so with that in mind, we're about to get into visioning, goal settings, strategy. And I want to remind you, goals are most useful when they're SMART, SMART, meaning Specific, Measurable, Achievable, Relevant and Timely or time bound. So for example, instead of saying I want to grow my business this year, you could say I want to increase my monthly revenue by 25% by q2 and I will do this through targeted social media campaigns and email marketing, something like that. That gives you a very full picture of what this goal looks like and how you are proposing you'll get there. Not to say that that's actually how you're going to get there, because things change, but we want to have a plan, okay?
Pualena 09:48
Okay, so let's look at 2025. Strategy is something that's really important and really fun. The business world evolves so so quickly, so staying ahead of the curve is key, and. Here are three growth strategies that you might consider for 2025 in your business. Number one, double down on customer experience. What is your current customer experience, and how can we adjust that to evolve it? Customers want to feel valued and heard. Could you invest in tools like chat bots, personalized email campaigns, surveys, find out what your people are experiencing. Remember, feedback is data. That's it. So if you send a survey, or I'll frame it this way, if you don't send a survey because you're afraid of what people might say that it's negative. You're also missing out on the positive feedback, and you're also missing out on an opportunity to fix something that needs to be fixed, or to adjust something to make the customer experience better. You're only hurting yourself by not asking the questions. Think about that, and if you're like, let's do it 2025 I'm being bold. I am putting my customers first. I want to give them the best experience possible. Go ahead, right now. Pause this and start drafting an email. Send out to your customers. Send them to your favorite 10. I don't care. Just get some feedback.
Pualena 11:23
Okay. Number two, leverage data, and if you haven't already, I highly suggest that you start exploring AI. Honestly, I'm surprised that I'm giving that advice, but AI is here. It is not going anywhere, and it could potentially really make things more efficient for your business. The fact that we have AI accessible to us for free in so many ways, is it's scary, yes, but it can also be a blessing. So, you know, figure out what that looks like for you. I use chat GPT very often to do things like brainstorming, to do things like preliminary research, starting documents, polishing up things that I write so and these are things that I don't necessarily want to rely on at 100%, I never would. I don't trust it enough. I don't trust it enough to do research that is that can be utilized without being checked. I don't trust it enough to write in a way that actually feels human, but it is a great tool to save some time so figure out how AI might be able to support you. And data, we are moving heavily into a data-based support system. For example, for our ongoing support clients, we are going to be managing and tracking data on people's websites via Google Analytics on a monthly basis and providing reports. And then, based on those reports offering recommendations for any sort of updates or anything on their website to help improve and optimize customer experience, figure out where people might be dropping off. So data is… data is your friend, find what works for your business in terms of data and start using it.
Pualena 13:23
Number three, explore collaborations and partnerships. Teaming up with businesses that are aligned with either your audience or your service or your product can really, really catapult you into connecting with new audiences. So look for ways to co-host events, collaborate and create joint offers, create collaborative content. There are so many ways to collaborate, and I think that's really going to be a big direction in 2025 for a lot of people. So you might as well get ahead and be one of the first in your circles to start doing that. If you haven't already. There are some marketing trends that I would like to make you aware of and that I want you to start watching out for. And this is based on the last, I would say, six ish months. So really, based on the end of 2024, not to say that these are going to last all year. I'm sure they won't. I'm sure things will change, but right now, in January 2025, here are a couple of things that you might consider to implement in your business. One, short form video content, TikTok and Instagram reels and YouTube shorts are absolutely dominating the content market, and it is, if you haven't already started leveraging this particular content strategy, the time is now, there are also a lot of really great tools out there to provide you with, like, fairly high quality video content for very low cost. First. If you use your phone to record a video of yourself, if you're doing it for reels, Tik Tok or YouTube shorts, make sure that you're filming in portrait orientation, film yourself talking about something in your business, something that you a question that you get a lot, maybe answer it. Talk about, like behind the scenes, how you produce products, or, you know, whatever that is, it could be interesting and then put it into a platform, like Opus clip, O-P-U-S, or even Riverside, which is meant for podcast recording. But you could also just use it for to, like, upload a video. And they have really, really high quality, very technical, AI clip generators that give you the captions. It can do emojis. It can do B roll like it can do so much for you, and they are really, really affordable. So look into this. It can seem very like curated and edited. You can put your branding, put your logo. You can change the color of the captions, the fonts, the way that the captions show up. You can add intros and outros. It's really, really good, so don't think that you have to learn how to become a video editor just to get into this game. Just figure out the resources that you need to have at your disposal. Please reach out. I'm happy to give you recommendations.
Pualena 16:23
Number two, second marketing, trend, interactive content. People still like quizzes. I've been doing online quizzes since I was a kid. I don't know like they've changed a lot, but do you remember there would be like these, like, were they emails or MySpace? I don't remember, but you would like answer all these questions. It would be like this list, and then you post it, and then your friends would use it, or like your quiz on what Hogwarts house are you? Like, those kinds of quizzes still do so well. So if you have something in your business that you could creatively turn into a quiz or a poll. Another thing that does really well is shoppable live streams. You can see people are online for like three hours, and they're just showcasing products, and people are just buying them in the chat. You might consider that. It actually seems kind of fun, if that's your thing. So we're moving away from the like static posts, people don't really relate with that anymore. It doesn't really convert it doesn't really capture attention. People want a story. They want to be educated. Those are the three things, right? Storytelling, education or entertainment, and it all has to happen in under 60 seconds. So you got your work cut out for you, but once you can dial in these formulas again, don't recreate the wheel. There's guidance out there, Google it, ask chat, GPT in, engage in some sort of course, or get a coach. People have already dialed this in. Fire Psychology is a formula, so figure out who has the answers and go get the answers. Don't try to create them yourself. I mean, you could, but it'll take a lot longer. Okay.
Pualena 18:07
Number 3/3, marketing, trend, sustainability, messaging, guys, you know what's trending right now? People who care about the planet. I laugh because it almost sounds crazy, but if like really think about the direction that we're going, people are voting with their dollars, and if you have a heart for the environment, for animals, if you have something in your business that allows you to highlight sustainability. Now what I'm not saying I do not want you to greenwash your business. I do not want you to just use this sort of sustainability, animal, human welfare, as a marketing mechanism. If you don't care about it, please don't use it. But I think a lot of us do care, and a lot of us have an opportunity to weave this into our business in a way that sort of it's a win-win. I've often thought that the nonprofit work, and the volunteer work and the things that I do in that area of my life need to be separate from the business that I have, and what I'm realizing is it can be both. You can be very creative with this. In the past, I've offered a percentage of your project fee can go into a donation to an organization of your choice. I've played a lot with similar business models around that, which is also always felt really good, and I'm probably going to explore other opportunities to continue to do that in the future. But if you do have something like a physical product, could you make any adjustments to make it more environmentally friendly? If the price has to go up for you to do that, I would consider that that's OK because, again, many consumers are now leaning towards being willing to spend a little bit more knowing that their purchase is not harming the environment. This isn't everybody. This isn't every industry. It's not every space, but I do think, and this is something that I've seen over and over again recently, showcasing sustainability efforts can really help to build trust and loyalty with your customers again, as long as it's truly and authentically in alignment with the way that you want to run your business and with your personal values. Okay?
Pualena 20:40
Okay, this is the last section, but I do want to provide you with some tips to actually execute on some of these things without getting burnt out, without feeling overwhelmed, right? Because that's not the point of this. We don't want to give you a list of things that you have to like add to your existing list. Today is supposed to be an episode that allows you to be expansive and to consider new ways to do things, new strategies for your business, ways to adjust. And a lot of times when we have these expansive, strategic conversations, it also is going to require you to let go of things. Okay, so let's say you're gonna you're like, oh, a quiz. That sounds really fun. So I have to add that now to the things that I've been doing. Well, what have you been doing? How have you been growing your list? Oh, well, I create a new download every three months. Okay, don't create your next download. Instead, do a quiz. Don't do both, right? So this does require us to be open to change, open to shifting and allowing these new strategies and these new goals to come in and enhance what you've already done and perhaps create a different model. Okay?
Pualena 22:01
Okay, so with the idea of consistency being the key to growth and having some potentially new tasks on your list after today, here are three practical tips to stay on track with these things. Number one, batch your work. Now this, yes, it means, you know, writing four email newsletter e-blasts at once, and then scheduling them out. If that is batching, creating 30 days of social media content, scheduling it out. That's also batching. But what I don't talk about as often, which is still batching, is perhaps figuring out if there is a specific day of the week that you could do specific work. Monday is podcast day. Tuesday is social media day third, Wednesday, Wow, I almost skipped Wednesday. Have you ever watched that Friends episode where Joey's like, Monday, one day, Tuesday, two day, Wednesday, What? What? What? Date, Thursday, the third day. That's what I just did. Okay? So anyway, maybe Wednesday is client work day, Thursday is meeting state, right? This is that's not my schedule, but what I actually love and appreciate about doing it that way. And again, it's not going to be perfect. Maybe you'll have Wednesdays your consultation day, but somebody needs a consultation on Monday. Squeeze them in, right? Let it. Let be flexible. But I love this, because you don't wake up every day stressing out that like, Oh my God, when am I going to get that Instagram post done? It's been on my list, but all this stuff came up, you're like, No, it's Monday. I'm not going to do that today. It's a no, why? Because I have this blocked off tomorrow to do that. It alleviates the stress because you've given it a place. It allows you to stay focused, and you are automatically going to be more productive.
Pualena 24:03
Okay, so number two, identify the tools that you need and the tools that you don't need. Here's what you need, a project management system. Here's what you don't need. Three project management systems, right? Like, okay, so you have Asana, but you don't actually use it all the time. Maybe you go in there once every couple weeks and you update everything, but then you actually write everything down in your notebook, and then maybe your client uses something different, right? How do you streamline that? Could you create a habit or a system around using the system that you already have, that you've already set up, and be more consistent there? You don't need to write it down in your notebook anymore, because you're going to be better about checking Asana every morning, every other morning, once a week, whatever it is, 1% better, right? Utilize platforms and technology to simplify your workflows. If you are a product based business and you have a Frankenstein setup of WordPress and WooCommerce and pirate ship and MailChimp and all these things, but you could potentially make that move over to Shopify that you've always been wanting to do. But Shopify is this big, scary platform that's really robust and it's overwhelming and it's hard. Maybe this is the sign for you to do that, because all of that setup will save you so much time and headache down the line, and you only have to do it once. So think about that. Think about how you can utilize technology to simplify your workflows.
Pualena 25:44
And number three, this is a full circle moment. People celebrate your milestones. Hard stop. Do not wait until you've hit the finish line. To celebrate, please start journaling this. Put make this a day. Make this Friday celebration. Friday three things that you accomplished this week. I don't care if they are so tiny that no one else would notice. You must celebrate, because this allows you to stay aware of your momentum. I have a goal of getting podcast sponsors this year, like soon, like in the next few weeks. Did I get a podcast sponsor today? No. Did I even reach out to podcast sponsors today? No, but I talked to my team about it today, and we have a plan in place, and I'm celebrating that, because that is one step closer. So don't wait until you've done the thing. Celebrate along the way. Do it regularly. Get in the habit of not just doing it for the sake of doing it, but feeling really good about it and really internalizing the energy that brings to you and the benefit of celebrating your milestones. Otherwise you're just doing it, to do it, and it doesn't matter, right? So we, we really want, I want you, to intentionally create that space for celebration. And I will do the same, because I also am not great at it, and I don't, right now, right now, I don't do that. So you and me both. This is, this is a list that selfishly, I created for myself. And then I was like, I'm gonna share this, because I think it's just, I think it's good. So I'd love to hear what your favorite parts of this are, what you took away from this. If there's anything you would change or add, let me know. I'd love to change that and add it into my own practice here, and I am so grateful that you are here, that you're listening to this podcast, because I am never quite sure if anybody is and if you are, and you feel inspired to leave me a review, so that I know that more than just my editor and my team listen to this, I would really, truly love and appreciate that we are on Apple podcasts, Spotify, I think we're on most podcast platforms. Please also let me know, like where you listen to this, because there's potentially some reviews out there that I don't know, because I don't know that that platform is it exists. So anyway, thanks for being here. I wish you all the wonderful blessings and abundance this year, I look forward to connecting with you all and until next time, keep crushing.
Pualena demystifies data collection and analysis in this episode of the RBL Media podcast. She shares how important it is to monitor, collect, and critically analyze data to make informed business decisions to foster growth. She describes data as the oil that fuels the business engine. Along with data analysis, Pua reminds listeners of the importance of setting SMART goals—Specific, Measurable, Achievable, Relevant, and Time-bound—while tracking key performance indicators (KPIs) like revenue growth, website traffic, and conversion rates.
To help business owners start tracking their data, Pua recommends different tools for data collection and advises consistently analyzing patterns and trends to optimize strategies. She also stresses the importance of making informed, data-backed decisions, even when looking at your data may seem scary, and reminds listeners that feedback and stats are not personal; they’re just data you can learn from.
Pua also shares practical tips for using tools and platforms already at your disposal. Whether you’re refining your marketing campaigns or analyzing website behavior, this episode offers a straightforward framework for pulling insights and taking impactful action. Listeners will walk away with actionable steps to define their KPIs, set clear goals, and consistently track and analyze data.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript
Pualena 00:00
Hello and welcome back to the RBL Media podcast. I'm your host, Pua. today we are talking about the only truly, guaranteed way to make good, educated decisions for your business that will drive business growth. And it's, it's not typical for me to make such a strong guarantee, but this really is, and I would say like it's, it's the closest way that we can predict and drive results based on data. Data is something that we, it's a tool. It's like oil for your business engine, and without it, we are literally making blind decisions based on our emotions, based on what we observe of other people's businesses, based on what we read or listen to or are told works by other people. And all of that is valuable, all of that is good, all of that can work. And when you couple that with data, you have a predictable machine that you can then make really good, calculated, intentional decisions to skyrocket your business. I've heard this referred to recently as quantum growth, and I I'm really just excited to dive into this more with our business, and also to just share what I know with you.
Pualena 02:00
I understand that data can be intimidating. It can seem boring. Sometimes we don't want to look at it because we're scared of it. And that's a space that I've been in where it's like, okay, we've had a rough month, and I don't want to look at the bank account. I just don't want to look at it because it, you know, I know it's not good. More often than not, it's not what I think it is. Sometimes it's worse, but often it's better, and it's, oh, yeah, I forgot we got this payment, and that payment, and that's like a horrible place to operate from, if you... Think about it, right? We've talked about this in previous episodes. If you want to understand your health and fitness, you are going to start tracking and logging your food. If you have a personal budget, you're going to start tracking and logging your expenses and your income. The same thing goes with your business data, and there are a lot of different data sets that you could be tracking and logging and analyzing. So I'm just going to give you some recommendations today and a place to start, because I think that can truly be motivating action. And as we are starting the new year, what a great time to start to do this. Now, I will say, give it a couple weeks to a month to like you kind of want to aggregate your data. And if you are signing up for new tracking platforms or just starting this logging process, you want to give yourself just a little bit of like, the good amount of data to make decisions off of. So it's not going to be that instant gratification. Some of these pieces will give you what you need right away, especially if you've been on a platform for a while. You can use, you know, Instagram, the data that it provides can give you some like, graphs and numbers over time, because you've been there, even if you haven't been analyzing the numbers. But anyway, we'll get into it. The other thing that I want you to just wrap your mind around is and we talked about this in our episode with Victoria from Ugly ventures, and we were talking about how motivating these numbers can be, and get excited about that. Same thing, right? If you've been changing your nutrition and increasing your exercise, and you've been managing and analyzing your success, one of your success markers by your weight. And you jump on the scale, and maybe it's not moving the first couple weeks, and then it starts to trend down, which is your goal, that is very motivating, and all of a sudden you're like, huh, the motivation that I feel about the results that I'm seeing is outweighing my craving for cookies, because I know that if I stay the course, I will continue to see the results, right? So that's a very exciting place to be, and that's the goal. That's where we want to get to. That is the energy. That we're excited to leverage, and the momentum that we want to build off of.
Pualena 05:03
And sometimes the numbers won't move, or they will move in the opposite direction that we want them to, and that, please do not let that discourage you and stop you from continuing with this process, because that is also a reality. Same thing happens with fitness. Sometimes you start working out and you never did before. You're gaining a little bit of muscle. Scale goes up before it goes down. So it's just something that we have to wrap our minds around. And I want to say that at the start, so that you're you expect some kind of lull before the results start to come in. And we'll talk more about that.
Pualena 05:41
Okay, so let's talk about, let's just set some, like we'll go over some terminology. And I think some of the most commonly referred to data sets are called KPIs. This stands for key performance indicators, and they are essentially measurable values that show how effectively you're achieving specific business objectives. You can think about them as like, you know, when a nurse comes in and you're you're getting your vitals taken like, KPIs are the vitals of your business. And so the more you can track them, the more you can see what activities make them shift right without, without tracking them. You are truly driving a car with with no dashboard. You're just kind of like, I think I'm going maybe like 20 or 30 miles per hour, when you could know I am going 24 miles per hour right now, and I would like to accelerate to 26 How do you get that specific? You need to understand and track and utilize something like a dashboard to understand exactly where you're at, so that you know where to go and how to turn that dial. Examples of KPIs that you might want to track: revenue growth, website traffic, conversion rates, customer retention, average order value, known as AOV. And some of these are for product based businesses, some of them are for service based businesses. But choose what you want. Go ahead and Google what KPIs should I use for my business? Ask chatgpt. We've got plenty of resources and plenty of tools where you can actually dial this in for your specific business. For online business owners, you might also consider including metrics like email open rates, click through rates, social media engagement. If you do have a product based business, you might look at inventory turnover or units sold per product per month. The key is to choose metrics that align with your goals. Okay, so if your goal is to sell a specific product and a specific number of units of that product in January, you're going to want to look at those, those numbers and figure out what actions can I take based on the data, based on how my business activities cause reactions in my business. What, what dials am I able to turn up and turn down right now? And a very key part of this is setting goals. That is the foundation of your data strategy. So before you start tracking. I know it's like, exciting. You're like, pulling up your spreadsheets. First, you must sit down and set clear, actionable goals. When I say clear, we talked about this in the last episode. We really do want to dial in those SMART goals. Make sure every goal is specific, measurable, achievable, relevant and timely or time bound. It has to be each of these things, especially if you're going to tie data to it. In order to achieve that goal, you have to set time parameters. It must be measurable, right? I want to make more money this year. Cool. That, to me, is like a hope and a dream and a wish. I want to make $100,000 on top of our current revenue this year. Now that is specific, measurable, achievable, depending on your business, relevant and time bound, you have one year to tack on an additional $100,000 to your business, right?
Pualena 09:25
So take some time, sit down, write these down, put them in whatever platform or space you use that you will look at. And just an example for our business, the KPIs that we're tracking. We were just using a spreadsheet. It is, it is so not fancy. And I love fancy. I love the platforms that are designed for tracking KPIs, and they'll pull reports and everything for you. And I tried to do it in our task manager, and then I tried to, like, look for KPI platforms. And then I like, we just keep it simple. Keep it simple. If you've got Google Docs, pull up a shared spreadsheet and share it with your team. Encourage each of your team members, actually, don't encourage. I would require each of your team members to identify their zone of genius within your business and what KPIs they need to be tracking every week to bring to your weekly stand up, to bring to your weekly huddle and deliver those you don't have to say like, okay, well, my open rate was at this percent and my engagement was, no send that in an email. What we want is based on this data and our goal. These are the actions that I am going to take this week, because X, Y and Z, right? It performed well last week, or I would like to see how it performs this week, so that we can make future decisions, right? So anyway, I say all this because for each of our marketing activities, we have a goal, and this is right inside our KPI spreadsheet. Email newsletter, we have a goal. Instagram, we have a goal, YouTube, goal. Podcast, blog, LinkedIn, networking activities, leads, sales, all of it. We've got very specific goals, and they are right there, so we have to look at them week by week by week. And we adjust the data and the activities against that goal.
Pualena 11:31
Okay, all right, I went way far ahead. I will come back. Okay, so thinking about what goals are important for your business? Are you do you want to launch a new product? Do you want to increase your social media following? Do you want to improve your email marketing performance? Whatever that is, write them down and keep them in a place where you can see them. Once you have your goals and your KPIs in place, you need to start pulling data. Pull the data right? This is what we need. This is the oil to your business machine. This is now, is about identifying where your data lives and how to access it. A very commonly used platform is Google Analytics for tracking website traffic and behavior. There are Hotjar is a, I keep wanting to say, hot spot, heat map. Hotjar is a, you know, I haven't used it in a little while. I don't know if it's still relevant, but that is a heat map tracking software. Fullstory is also another great one, and it essentially will give you data based on, like, who's using your website, where and how. So it'll give you a screen recording. Let's say somebody logs in in LA, and it'll show you actions that they took on the website. It'll show you how fast or slow they scrolled. It'll show you what they clicked on, if they clicked out, if and when they came back, how they how long they stayed on it, what they navigated to, what they were reading. It's it's very interesting. And yes, this takes time to look at, but if you are serious about achieving your business goals as an online entrepreneur, this is an important step. Why? Your website's objective is to sell for you or grow your list for you, or you know, work towards your goals while you're asleep. And so understanding how people are using your website, if they're using it in the way that you intend for them to cool that's confirmation, if not, what do you need to adjust where and when to get them to use it in the way that you want them to. Okay? So Google Analytics is a great free option. Shopify also offers analytics. So if you are a product based business, consider exploring Shopify's analytics. They have a really good e-commerce dashboard for sales and product performance. Social media often will include a dashboard that has analytics, Instagram, Facebook, Tiktok, all that they've got it all there. You can google how to look at it, how to read it, how to pull specific data. An interesting thing to look at there is highest performing posts or reels or stories, your demographic data. So if you are a physical business with a store, you want the demographic data to be within that region, and then that that city and within a few miles. Yes, virality globally is really cool. And when people travel to your space, they'll seek you out. That's awesome. But what we want is that repeatable, predictable, daily foot traffic. So really interesting, if you are a storefront, to look at geographical, demographic data, and then email marketing platforms usually will give you analytics based on the emails that you send out, click through rates, open rates, unsubscribe rates, so. Very cool analytics to track over time. Cool.
Pualena 15:03
Okay, so take some time create a spreadsheet. Notion is great for this. Air Table. The key to this just it's not where you track it. You can write it down in a notebook for all I care, that works great. The key is consistency. You cannot make evidence based, data based decisions if you don't have consistent data. So figure out what that frequency is for you. And I would say monthly is almost not enough. I if that's all you can swing right now, cool. I wouldn't go any less frequent than that. I would say, honestly, bi-weekly is probably the like least frequent you really should be tracking but if you can do this weekly, I know some people that do it daily, because their business is just it fluctuates so much from day to day that they just need to be tracking activity every day. Many times those are bigger businesses, bigger teams, but do what works for you.
Pualena 16:08
Okay, now that you have this, you have your spreadsheet, you understand the platforms that you need to go to to get your data, you understand your goals. You know what you need to to pull we now have to talk through analyzing that data so that you can then make decisions. This is really where the magic happens. The data by itself, doesn't tell you anything. It's a snapshot. It's like taking a progress photo halfway through your fitness journey without looking at your first day or anywhere in between, okay, that's what I look like? And? Right? So we really need to not only be consistent, but understand how do we analyze it? What do we look for? The key here is patterns, trends and insights, patterns are going to tell you so so much. And an interesting thing about analyzing data is, we right now, in 2024/2025 we are living in a world of algorithms. So you've got patterns on how people consume content, which is not the same as how they were consuming content, even three or four years ago, let alone 10 years ago, and platform algorithms change the way that content is delivered to people. So there are all of these factors that we don't control, but we can adjust the information and the exposure points that people are gaining access to, our business and our products, those are things that we can and should change. How do we know what to change? We have to look at the data. We have to understand like, if you are doing something consistently over time, you send the same type of email out, or you post the same thing every Monday on Instagram, and it typically performs at the same rate every month or every week. That is a pattern of consistency. You can pretty much predict how this is going to run if one day, all of a sudden, any sort of those metrics changes, but you have not changed the activity, the algorithm has changed, or the trend in how people are consuming that content is starting to change. So this can really tell us a lot, but we have to be aware of it in order for us to even recognize those things. Otherwise, those changes can be so subtle that we will not even notice it.
Pualena 18:42
Okay. So here is a very simple framework for analyzing your data. One compare against benchmarks. How does your current performance compare to industry standards or your past performance? For example, if you have a 15% open rate on your email, and the industry average is 20%.You know that there's room for improvement. If your open rate is 50 or over, you know that whatever you're doing, keep doing it, because it is way higher than the industry standard, and then so that's what I would say, is use the industry standard as your benchmark, unless what you're already doing is higher. You've set the bar quite high for yourself, and now you can compare against that. But if you don't know where you are, you're kind of just starting out. Just Google each of these analytics. Where's the industry right now?
Pualena 19:39
Look for trends. That's number two. Look for trends. Are certain products selling better at specific times? Is your website traffic spiking after a post on social media, after an email newsletter goes out? What activities are triggering other activities? And this is going to require you to have a very holistic view on your business activities. So if you have different teams, if you've got a social media manager, somebody who manages your email content, your marketing, your networking, it is so important to start to sync all of those activities up and really understand who's doing what and when and what is that causing in your business, which means these check ins, your weekly stand ups with your team, have just become, not just more important, but vital to understanding your data and understanding how and what you need to do in order to achieve the goals that you've just set for your business. Encourage collaboration. Okay, so we're going to deliver these analytics on our calls. We're going to say, Hey, I actually think so and so posted on Instagram on Tuesday, and after that post, we saw a huge spike in website visits to this particular page. So I'm wondering, based on this goal, could we coordinate and figure out, like, I'll make some adjustments to the website so that it's easier for clients, customers to engage in this product or service, and then if you can post and out, you know? So like, that's where it gets really fun. That's where, when we start to see movement, and we understand that what we do creates a reaction. So fun, right? So this is not just going to unlock business growth, but it's going to unlock opportunities for collaboration, to bring your team together towards that common goal. It's really it's the ripple effect. Is multifaceted.
Pualena 21:45
And then the third thing is identify weak spots. Yes, we don't want to look at this. We don't want to talk about the post that didn't perform. We don't want to talk about the email that got us 50 unsubscribes. But that's data. You must remove your emotions from the data. Data is, is feedback, and feedback is data. That's it. Okay, it's there to make you better. A lot of businesses don't ask for feedback from their clients because they're afraid to get negative feedback. I get it. I so understand that, and negative feedback is like a silver platter to you, to give you what you need to fix right away, versus just guessing right so weak spots. Where are you losing customers? Where are people dropping off of your website? If your website has a high bounce rate, it could indicate that visitors are not finding what they need. It doesn't mean that it doesn't exist. It doesn't mean that they don't want your product. It means you're making it too hard to get there. Could you put the one product that you're promoting the very top of your homepage? And I go, I haven't thought about that, because I thought my homepage used to be this, like, curated experience, and then they, like, click the button or click on Products, and then they get to the place where they need to go. Maybe they just need to be told what to do. And if you're running a special through the end of the year, why not just make that special the first thing they see? If that aligns with your brand experience, it's an option.
Pualena 23:18
Okay, think, let's, think about this. If you're running an online store and you notice that your conversion rate is very, very low, but you see that people are making it to your website, you might discover that most visitors drop off at the checkout page. So what does that mean? It means they want the product. It means they put it in their cart and something on that checkout page is causing them to leave. Is it because they think it's too expensive? Is it because they just saw what shipping costs? Is it because they were promised a discount and then it's not actually loading on the checkout page the way you thought that it was? Right? These are things that we can you're like a detective with this stuff, so have fun with it. Remember, it's not a reflection of you as a person, as a human, or your service or your product. People still love you. They still want what you have to offer. There's just something in the user experience that's causing them to disconnect. Okay?
Pualena 24:24
Now we get to actually make decisions and take action based on the data. This is the last step, and every week now you get to make informed decisions because you have something to back up your decisions, instead of like, Man, I really think that it could be cool if we do this. I've always wanted to do this or so. I saw so and so do this on Instagram, and I think that's cool. Great .Again, inspiration is great, and your business is unique. The only surefire way to make an educated decision and create action steps based on actual information, is to analyze your data. The more data you have, the more, the bigger the data set. That word is starting to feel weird to me, but like the more you have to make decisions from. If you've got historical data going back, let's even just six months, and you say, okay, back in March, I actually we had a great month, and our months have been quite slow since then. Let's look at what we did then and see if that's something that we can repeat now to get a little bump in revenue. Right? So start as soon as you can, and be consistent and start small, start simple. If you don't know what to track yet, just track like five things, overall revenue, number of goods sold, website visitors. If you're sending emails, your email manager will give you a handful of analytics that you can easily track, like number of emails that you sent out, how many people on your list. You know these can be very basic data points, and as you begin to grow this this muscle, this exercise, this experience, for you and your team, you can add data points. I don't what I what I don't want you to do is get really excited about the planning of this. Pull up your spreadsheet, start Googling, like, what analytics should I track for my business? And then put every single one. I've done this, and I got only as so far as to like, color coding my spreadsheet, which took me half an hour of precious time, and I never used it because the data was so granular and I would never have time to pull 50 data points. Keep it simple.
Pualena 26:54
Okay, here's how to turn your insights into action. One adjust your strategy. If one channel isn't performing well, adjust to a channel that fits what you need. What I mean by that is, let's say you're like and I say this with a grain of salt, because we do want to test over time. So if we are, let's say you just started a Tiktok channel and it's brand new, and you're like, Well, I have four followers after one week of posting every day, so I'm just going to ditch it. That's one option, but you could also give it some time to settle into the algorithm for people to discover you. So again, make decisions and adjust as necessary. But if you have been doing something over and over and over again on the same platform and this, you've been very consistent about it, and it continues to not yield results, adjust. Stop doing it. Save yourself time and headache and beating your head against the wall, because now that you're pulling analytics, you know now that that's not working, whereas before you were like, well, consistency is key, and I'm just going to keep doing this, because maybe one day it'll pay off. Right? Optimize your campaigns, optimize your everything. Test different approaches based on what the data tells you. This could be your marketing campaigns, your social media, your emails, if your subject lines like, if your emails have good content in it, but nobody's opening them, adjust your subject line and see if that works. There's something called A/B testing, where you could actually send two different but similar emails out to different segments of your list, and you can compare how each of those does against the other. And then you're like, Okay, well, this one got a better open rate, so that title is better, but this one got a better click through rate, so maybe the call to action was clearer, or the content, the way it was delivered was better. This was a plain text, email, and more people opened it than this one with a bunch of images. So maybe this one went to spam, you know? So again, you can get as detailed as you want with this, and it does get easier once you have a couple of team members that are specialists in each of these areas. But it doesn't mean you can't start with something. Start small. Number three, adjust your goals as needed. Okay, so you can set a goal, and when you get there, obviously you're going to create another one, but if your goal over time, you're like I thought that I wanted to get 100 new subscribers a week, but I actually think that it makes more sense for us to get 20 high qualified subscribers a week. Adjust your goal. You never want to be chasing something just for the sake of chasing it. And your data will tell you this. I went to a networking event that was specific for web designers, and I got 10 qualified leads. Eight of them turned into sales versus. I went to a general business networking event, I got 200 leads and zero sales, you know? So like, every action creates a reaction. So figure out what actions are creating the reactions that you want, and do more of those. How do you know that data? It's not always about fixing problems, either. It's about identifying opportunities, right? So you don't want to get in a head space of like, okay, we're going to pull our data to fix everything that's wrong in this business. No, have fun with it. Get excited about the data points that point you in a direction where you're like, wow, I would never have noticed that had I not been looking at these numbers. Okay.
Pualena 30:39
Okay. To recap, start collecting or defining your KPIs and setting your SMART goals. That is those, those two things alone, if that's all you get out of this episode, well, you got to do the whole thing, but those are such incredible actions and activities to do for yourself, for your team, so that you can really, really understand where you want to go. How do you want to grow your business? What do you want this business to look like? Let your goals be expansive. Create that big vision for yourself for the next quarter, the next six months, the next year, and set your SMART goals. Okay, consistently pull data from the tools and the platforms that you all ready use. You already have data, even if you haven't been pulling it. So start there. Analyze the data to find patterns, trends and opportunities and use those insights to make informed decisions and refine your strategy. I promise you, talk to me in March of 2025, and tell me how this goes. If you start implementing this today. I promise you will have growth in some area of your business, it will probably be revenue, it will probably be expanded marketing. But even if it's you know, you're not increasing your let's client base, yet, you're still maybe reaching new leads. You're growing your list. This is going to yield results if you're consistent with it, and if you take informed actions.
Pualena 32:21
I would love to hear how this is working for you. Keep me posted. Reach out. We would love any feedback. Leave us a review on any podcast platform that you consume this on, and as always, keep crushing your business.
Are you thinking about working with a web designer? This episode will help you show up prepared for the smoothest experience possible. Pualena outlines seven essential steps to help you prepare for working with a website designer, ensuring a smooth and efficient project experience for everyone involved. From defining SMART (Specific, Measurable, Attainable, Relevant, Timely) goals to maintaining clear communication, she highlights actionable strategies to avoid the most common delays.
Some of these key steps include identifying your target audience and traffic sources, gathering website inspiration from other sites you like, organizing essential content (logos and photos), setting a realistic budget, and clearly articulating your brand identity. Pualena emphasizes that thorough preparation streamlines the design process and ensures your website aligns perfectly with your business goals.
Pualena also shares practical examples and tips, such as selecting high-quality visuals and identifying website features that deliver the most value. By following these steps, businesses can avoid costly setbacks, foster better collaboration with their designer, and achieve a polished, impactful online presence. Whether you're planning your first website or looking to revamp an existing one, this episode equips you with the tools to get started right.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript
Pualena 00:00
What does your business look like right now? What challenges are you having? Where are people getting stuck? Where do you think you have sort of gaps in your systems, your processes, and how might your website be able to solve for some of those challenges?
Pualena 00:18
Hello and welcome back to the RBL Media Podcast. I'm your host, Pua, and today we are talking about getting prepared for working with a website designer. This episode actually could be really useful for both website designers and website clients, and I think it could save both of those audiences a fair amount of time, and this content comes from my own experience of working with dozens of clients, from small businesses, solopreneurs to larger corporations. And there are a lot of common threads when we work with clients to develop websites, even branding, there's a lot of sort of clarity and work that both the designer and the client can do to show up super prepare, prepared, and make sure that the project moves, make sure that the momentum is captured and that things continue to progress. Because it is very, very common to start working with a designer, everything is great at the start, and then there are speed bumps and little roadblocks along the way that end up extending the project timeline. Many of these we don't foresee. Sometimes we need to take a little bit more time, perhaps the client is doing a photo shoot to provide us with images to use on the website, and that shoot gets rescheduled, or on our end, the development might take a little bit longer because there's a feature that we have to code, you know. So there are things that we can't always anticipate from a timeline perspective. However, much of the time the delays are simply because there was a little bit of a lack of preparedness up front in order to get everything ready for a really smooth build.
Pualena 02:10
So today, we're going through seven steps to get ready to work with a website designer. And if you're a designer or an agency owner who's listening to this, this could be a great framework for you to put together something like an intake form or a script to go over on your kickoff call, something that provides a framework for your client to say, Okay, I am fully prepared and I understand what I need to bring to the project and what you are going to bring to the project.
Pualena 02:42
So let's dive in number one, define your goals. I think this is number one across the board for every project and every initiative that you do in your business, once your goals are clearly defined and I know that this is like we all have heard SMART goals, and it's something that we're like, okay, I get it. That's like, 50 years old. I've heard that my whole life. There's a reason why people use SMART goals, why they are something that is drawn upon again and again and again. And there are a couple of different variations of this, but generally they're the same. Make sure your goal is specific, measurable, attainable, relevant and timely. Okay, so just remember this framework as you move through the goals for your website design. And these don't have to be like, you know, your six month, one year, five year, 10 year goals, but we do want to understand what is your goal for the website? What do you want this website to do for you? What are your business goals over the next few months to one year? If your goal is simply to build your list so that you can send emails to people and promote your products and services that way, we are going to design your website in a way that guides people towards whatever it is that's going to get them to join your list. If your goal is sales conversion, we are going to build a completely different website that drives people to purchase before they leave your site right? So we have all of these strategies and skills and templates and things that we can pull from, from the experience that we've had over building we've we've literally built over 100 websites at this point. Each one was different, each business was different, but the strategies that we have been able to sort of analyze and dissect and figure out what works and what doesn't over time, those are fairly consistent across the board.
Pualena 04:48
So if we can understand your goals for your business and the objective that you want your website to achieve at this phase of your business, then we can provide you with better support. Now, if your goal is like, well, I want to do all of the above. I want to build my list. I want to sell my products. I want to grow my social media channels. I want, you know whatever those goals are for you, let us know, because there may be multiple things we can do. An example of this is overall, I think we all want to sell. We want to sell our products and services, and so that is done through the website again, thinking about like, what does that process look like for your clients? And I am, I am really straying from this step one, define your goals point, but I think it will help it to make sense. So we have an overarching goal of increasing sales, which means our objective is to create a design that is optimizing sales conversion. And beneath that goal, you want to build your list, which will help you to then increase your sales. Right? If you build your list, you send an email, you do a social post on social media, guiding people with those calls to action, back to your website, to the sale, to the thing that you're selling, to the page that's going to convert, right? So we have this cycle that we're starting to create for you now. We can have different deliverables and different pieces of your website that serve different functions. Let's say you want something to drive your YouTube traffic to that strictly builds your list. There are no products or services on there. It's just a list building mechanism. Maybe it's you know, thanks for listening to my podcast, as a loyal listener, I am giving everybody a free checklist for X, Y and Z. We build a specific page for that goal, for that download, you drive people there, and the only goal for that page is to build your list, right so we can check off these sub goals that are under the umbrella of your main goal, which is to grow your business and increase your sales.
Pualena 07:05
So all I'm asking in this step is to be very, very clear on what that goal is. Now what I will say is, especially for people who are still growing and building their business, or a little bit on the newer side, it can be very tempting to say, well, obviously my goal right now is to increase sales like I've just invested all of this in my business, and I just want to make some money. That is awesome. Perfectly fine. A Okay, let us know. And perhaps at that phase in your business, your main focus should be on list building, right? So we have to sort of figure out, like, what, what phase of business are you in, and how can we, in this project together, in this point in time, support you in the goal that you need to get to the next level. Not saying that everybody needs to just focus on lead gen and forget sales. But we don't want to have shiny object syndrome when really there is, there is a always going to be a main goal at this phase in time. So this is a lot of what our kickoff call looks like. We are really diving into your business. What does your business look like right now? What challenges are you having? Where are people getting stuck. Where do you think you have sort of gaps in your systems, your processes, and how might your website be able to solve for some of those challenges? So the kickoff calls are really fun again. Let's be specific. So if your definition of success in the next month is to build your list by 1000 subscribers. Say that I want 1000 subscribers to my list, because even that will look a little bit different from a web design perspective than I just need like 25 new subscribers this month. Right for some businesses, like for our business, we have higher ticket services, and so 25 new leads could actually be more than enough for us to take action on. So it really, really just depends on your business, your service, your products and your goals.
Pualena 09:15
Okay. Step two, identify your target audience and your traffic sources. Okay, again, this will dictate the design of your website based on how clear you are on these things. And I almost want to break those up into two different components, because they are quite different, but we'll talk about them together. So your target audience, if I'm building a website for somebody who created a baby product, that website is going to look actually, I'm going to do a different example. You have a product for elementary school children. Okay, let's say it is a special kind of notebook, a trapper keeper. Does anyone. Know what that is? A Trapper Keeper is a binder that you could actually like open and close with this flap that had, like a Velcro, and so when you like open it, you could keep other things in it. You keep, like, pens and pencils, and it was, like, really secure, and they were, like, kind of heavy and fat. So okay, so you have a trapper keeper, right? And it is specifically for K through sixth graders. I don't know what would make it specifically for that, but just go with me. So you've got this product and you're going to sell it on a website. Who is your target audience? I know you can't respond to me right now, but I'm just going to give you a little bit of time to think about it. I would say you have two target audiences. One is the kids kindergarten through sixth grade who are going to go on the website, and they're going to want this really badly, but who is going to make the purchase? The parents, maybe teachers, people with a credit card over 18, people who would have access to a car to get to the store, right? So you have to be able to convert the buyer, even if the product is for a different target audience. Okay? So we would build this sales page a little bit differently to speak to the parents, the adults, the people who are purchasing the product. But we also need to appeal the marketing to the kids, so thinking about your target audience, and on that note, where are they? Where is the traffic to the website coming from? If it's the kids, maybe it's Tiktok ads, maybe it's YouTube, right? We are sharing this with a link to get to the website. So if the kids are on YouTube and they're seeing this really cool Trapper Keeper that's just for them, and they love it, and then they click to the website, and then they run over and they give their mom their iPad, and they say, I really want to buy this. And the mom has to make the buying decision. So we have to understand how people are getting to this site. If we are talking to I hate to say it, but younger generations aren't really on Facebook, but the older generations are right. So if we are doing an ad that is on Facebook, we are probably targeting parents, not kids, right? So we're going to drive them to a specific page that converts them into a sale. Understand your target audience means understanding very specifically, their age, their gender, their location, their interest, their behaviors. Where are they hanging out? What platforms are they using? What are they doing in their day to day? How can you connect with them? We know that there are two sort of traffic source strategies. There is organic and there's paid ads. Both work well if you have the right strategy in place for your business. And we also want to figure out if you are referral based, if you're doing a lot of organic outreach, organic marketing, you're just you're posting, you're growing your list, you're growing your following. What does that look like? What are your calls to action? Where are the links if you're posting on Instagram and you have it connected to your online store with that little banner at the bottom. It says, Shop Now, where do we want people to land and what do we want them to do? So we have to understand the psychology of your target audience in order to create these flows, these funnels, to your website, to your product, to your shopping cart. So understanding specifically details about your target audience can deeply help your designer to actually create something that will that will work for you. Another part of this is understanding the pain points of your audience in relation to the product or service that you offer. Okay? So this isn't just being able to describe the the problem or the challenge, it's being able to describe it in their words. You know why? Because this is what they're Googling. We've talked about this before. If I Oh, okay, so we have the Trapper Keeper, right? And kids are the problem is, parents are always going through their kids backpacks and their papers. There are important papers that the parents need to sign or report cards or whatever is always smushed at the bottom of the bag because the kids forget about it. They can't find it and it's just crinkled up, and they only find it because the parents are going through the bag, cleaning it out. So what do they need? An organization, system, something that's fun, something that kids want to use, a trapper keeper. So, you know, figuring out like what and that, right there is a description that is targeting a parent, not a kid, right? Okay, I think you get it.
Pualena 14:58
Step three. Gather inspiration. This is so, so helpful. It's something that I think we, or, you know, clients, maybe, think is unnecessary. So often when we do our kickoff calls, or even before, we have a form that you'd fill out in preparation for the kickoff call, which has a lot of this stuff on it, and I ask for website examples. And I know this happens, and it's totally okay. Maybe they're filling out the form right before the call. They realize they didn't fill it out yet, and they're Googling construction websites just to find anything out there that they might be able to to list as something that is inspiring. So I only say that because I have a construction client, I should stay with the same example. Okay, binder websites, school supplies websites, right? So we want to see what else is out there in our industry, yes, but it doesn't have to be. So when we want to what we want to see from the inspiration, question is, what draws your eye. What do you like as a business owner, and we do work with a lot of small businesses who are very connected with their brand. Maybe it's a personal brand, and you know what you like better than I know what you like. And part of this process is to help me learn what inspires you, what your aesthetic looks like. So when we ask for examples of websites that you love, we really want to know why. And it doesn't have to be the whole top to bottom website. You can say, Wow, I really love the way that I can toggle between annual and monthly payment options in the pricing of this website. Perfect. We love that you don't have to love the whole website. Equally as important, what do you not love? Examples like, Oh, I really don't like that this has a horizontal scroll. Can we not do any of that on my website? Perfect. The more guidance that you can provide us in that way, the more that we can craft something that you love, that you enjoy, that your clients will enjoy, because you also understand and appreciate your target audience more than we do. So we want to look at things like layout, colors, fonts, and colors and fonts is kind of a branding thing, but it still helps, functionality, overall energy, the user experience is what we're looking for here. So if you're like, I really like this, but I can't really put my finger on it. That's helpful too. Let us know, and we can. We can assess it. But yeah, if you want to just Google, Google websites, or if you bought, let's say you bought, like, a water bottle last week and you thought the website was really cool. Send us that website, even if it has nothing to do with your product or service. What we're looking for is just ideas of functionality, design, style, whatever it is that you are just inherently drawn to. Okay.
Pualena 18:00
Okay. Step four is a really, really big one. This is actually where we get stuck a lot of the time. And it's, it's really, it's no one's fault. And I think part of why this is such a sticking point is when we work with clients to develop a website, sometimes this is the first time you've ever actually sat down and thought about your business. Maybe, right? A lot of times you create, you have an idea, you create, maybe you create a prototype, and then you get it produced, and then you have, like, all these hats that you're suddenly wearing, and you're trying to get this thing off the ground, and especially like crafting a business plan, is so recommended. And I will say, if you're working with a web designer and you have a business plan or a brand guide, send them those things immediately. So helpful. A lot of this stuff should be in your business plan, but in this day and age where anybody can create a business online overnight, you probably well, you may not have one. Totally okay, that's what this is for. But I say that because sometimes we have not actually thought about what our website content could look like. We haven't thought about our target audience in a way that like we have to actually verbally define and describe them.
Pualena 19:24
So step four is organize your content, and when we work with our clients, sometimes we have a template that we provide to them. Often, on the calls, we'll actually go through and figure out what does that content look like. We've spoken on this podcast before about creating content from a storytelling framework. So there are a lot of ways to organize your content, but the overall guidance here is the content has to be organized and shareable. So here are the essentials that you will need to get started. Logo files, if you have a brand guide. A lot of times, if you've worked with a logo designer, a professional designer, they've provided you with a brand guide, which gives you yeses and nos and dos and don'ts on how to utilize the logo. It'll give you the font names. It will give you the color codes. It will give you, they'll usually also provide you with high-resolution files, which are crucial. Also, sometimes we don't have this. My friend drew this for me. I made this on Canva. My designer only sent me this file. I took over this business, and the previous owner never gave me that, right? There are so many reasons why we may not have this. We can recreate your logo, right? Most graphic designers have the ability to do that in a high-resolution vector image, but it's going to take time, right? And some agencies may charge for that service. So if you have those high res files, any files that you have are really, really helpful. Professional photos. So important. I love you. But if you're gonna send me, if I ask for a headshot and you send me a selfie that you took with your phone, it's not gonna cut it, especially one who has, like, your arm in it, it's like, obviously a selfie. I get it. If you are just, you know you need to be resourceful. Please, be resourceful. You can take phenomenal pictures on your phone.
Pualena 21:24
Let me give you two tips on how to do this. One, always use the back camera, not the front camera. Have somebody else take the picture for you, or at the very least, prop it up. Use a tripod. Use something and use a timer. Okay, please, please do not submit selfies unless that's your brand. Okay, if you're a selfie coach, go for it. And lighting. If you can get outside in the daytime and get like morning, natural light, that's really good. We don't want super bright, direct sunlight. We also don't want you to be shadowed. So, if you are taking a photo and the sun is behind you, that will often not be such a great photo. You want the sun or the light source to be in front of you take a photo in front of a window, or if you have some kind of light source that you can shine in your direction, that will instantly increase the quality of your photo, even if you're taking it on a phone. It's December 2024 you probably have a high-quality camera on your phone. So, I'm not saying phone pictures won't work. I'm just saying you have to take them properly. Okay, professional or high quality, high res photos. Product and service descriptions. Please do not start working with your website designer and until you have these listed and, like, curated, and it's your product, it's your services. A lot of times, people are like, oh, it's hard for me to create these descriptions. I just have never thought about my product or service like this before. Great. This is the perfect opportunity for you to do that if you want. There's so many, like, AI things out there that can help you write descriptions if you need. I personally think it's some it's worth doing if you are going to ask for money for these things for people, the least you can do is be able to try to describe them with your own words. So that is my recommendation.
Pualena 23:21
So those are the essentials that we need, logo files, professional photos, products and service descriptions. Now for our organization, we don't provide copywriting, so you will need to start drafting your actual website copy, and we will guide you through this. For every single page, we're not just going to be like, Okay, well, send us your copy. I've I've done that in the past, and what I didn't realize right away is that people often don't understand what's needed for the website, which makes sense, right? And a lot of times, even if you have an existing website, your copy will likely change, and using that as a starting point as a guide can be really helpful, but a lot of times, people just need some guidance, and so providing something like a template for each kind of page, right, home page, about page, services, contact page, maybe you have a podcast page, maybe you have a media page, maybe you have a blog. And copy can be something that makes people kind of nervous. Oh my gosh, I'm not a copywriter. I don't know how to do this. I don't know how to write. And that can also, what often will hold up a website project is getting the client, the content from the client, and what holds them up is not the inability to create the content. What holds them up is the imposter syndrome and the perfectionism that they go through in order to even create the content to send to you, right? Oh my gosh, I'm not a copywriter. I have to write my website copy. Okay? I'll do it. I'm. Do it. I'll do it tomorrow. I'll do it tomorrow morning, when I'm feeling fresh and we just put it off, put it off, put it off, put it off. Give us something. Give us an outline. I can't craft copy very well, but I can edit copy pretty well, so even if that's not a service that we provide yet, it's something that I can help with, if I have something to to react to, okay. Now you always have the option of hiring a copywriter, and it is on my list, my vision board for this business, for the near future, to have a copywriter. And if you need a copywriter, I do know some, and I can give you a referral. But this is really, really, really a huge, crucial step in getting your website designed. Like a lot of times, people will say, Oh, could you just put something together, like, use dummy text, and then I can fill it out later. And I get that. Because sometimes we need something visual to say, okay, I get it now. I need to put something here.
Pualena 25:55
The hard part about that is sometimes copy can change the overall experience of a page. So let's say you have a long and a short bio, but in this particular page, we might want something in the middle. Maybe your short bio is so short that it actually doesn't fit in the space that we intended it to so we have to change the image to fit that section more fit it properly. So there are a lot of the more final the copy can be, the easier it will be to design around it. I hope that makes sense. I hesitate to say this, because there are ways to do it, where the design comes first, then the content. But personally, I feel that content drives design, not the other way around. Think about I'm going to use a few terms, and I'll try to define them, a low fidelity wireframe. Okay, a low fidelity wireframe is a design concept that has almost nothing in it. There's like lines where the copy will be, there are boxes with X's where the images will be. And it's really just showing the layout of a website. And when you look at it, it is so difficult to picture what this final website will look like, because there's nothing. There's no, there's no feeling. It's very sterile. It's very it's literally black and white. Even when we start to put some content in, we kind of stylize things. We create, even with dummy text, we have some placeholder images. Nothing will feel in alignment with your brand until we have the actual photos and the actual content in place. So that's why content really does drive the design, and it's so difficult to react to something that doesn't have the final content in it. Even if that's going to be edited, we still want to have an idea of what's going to go where.
Pualena 28:03
Okay, step five, set your budget and prioritize. We often, website design is not cheap. I will just say that loud and clear. There are, there's often a, I think at this point, people understand that, and they expect, you know, you get what you pay for. And if you're going on a freelancer website, and you're looking for a $250 website, because you just need to get something up, great. Do that. Know that you might have to revise it in the near future? Or if you're going to DIY, because that's just where you're at right now that is that's great. We are working on resources for those who need to DIY, because I don't think you should be left to YouTube everything yourself and figure it out you can, but understanding what your budget will allow you to invest in is a really, really, really crucial starting point. So I would say a website that is custom designed by a designer who knows what they're doing would likely start around between like $2500 to $5000. That's your starting point, knowing that, and it goes up from there, exponentially. There are websites that are $100,000 there are website designers that take, you know, clients, they don't even take clients less than $20 grand. So just understand, do your due diligence, do your research, figure out what your budget is, and start to, you know, talk to people. Ask around. Hey, your website's really nice. Who did you use? Many times on websites, if you scroll all the way to the bottom, the designer is usually listed and sometimes linked there in the footer. Also, understand what additional costs you will be responsible for that do not come with your website design. Typically, that is things like your hosting, your any, any premium feature or plugin, your maintenance, your domain, your. So SSL certificate, all of these things. When you have a brand new website, people often think like, Okay, I just need to buy the domain name, right? Pua.com, I got it. Let's go. You can't do anything with that without hosting somewhere for it to be hosted. The SSL certificate is basically what allows your website to be secured. So you know how sometimes a website will just be http colon, slash, slash, and then in that little in the URL bar, it'll say this website is not secure, or you'll have some kind of error or warning that this is not a secure site. That typically means that there's no SSL certificate that is activated for that site, which will give you HTTPS and then allow your website to show up as secure. So that will that'll cost you, but people don't realize that what domains are usually between maybe like $10 to $20 a year, hosting is around $100 a year, which may or may not include your SSL certificate. So that might be an additional cost, and depending on your platform, you might be able to get all of this in your website package, or you might have to get it somewhere else. We'll use GoDaddy, Bluehost, SiteGround, CloudFlare—that's a great one. So there are a lot of things to consider, and your web designer should be able to give you some guidance around this if you have questions. But that is definitely something to think about and probably prepare ahead of time. But if you're in the process of interviewing designers deciding who you're going to work with, you might just want to ask them what they recommend, because some designers prefer to work with specific platforms and that can vary.
Pualena 31:41
The other thing is, we can sometimes, as business owners, get a little bit of like, oh, this business has that, and so I need that too. Again, go back to your goals and figure out what is absolutely essential for the phase that you're in right now, and what can wait for phase two? Because if, especially if you're sort of working within a budget, web designers may have, like, a page limit for different pricing points, or there's a lot of a lot of variables. And so figuring out, like, Okay, what could I launch with right now? What? And it is. It's right now and then. I think you do need to look ahead a little bit in terms of, like, what would help me to scale? How could I scale without taking on more work? How could I automate so that when I scale, this doesn't blow up in my face, right? So being able to integrate something like an email manager, integrating your and automating your lead capture and that welcome sequence, right? So really figuring that out and having that conversation with your web designer. On our kickoff calls, we will create an entire site map and a user flow so that you are really, really clear on exactly what you need a lot of times. Okay, so this happens a lot where I say, okay, maybe you just need a one-page site. And they're like, You know what? Where I am right now, I definitely could just use a one-page site. Thank you so much. That's great. Keep my costs down. And then as we go, they're like, Oh, I actually need this page. And this page. Could you do that? And don't do that to your web designer, and if you do, don't expect them to do it for free. A lot like I have very often, just done it like you said you wanted a one-page site. That's what the proposal had. Now you want two more pages. And I just I money is a weird thing for me, and I'm consistently working on this, but there are so many times where I was just like, sure, we'll do another page, and then you kind of resent the engagement. And so you know what? Expect that if you ask for more work, you will be charged. Just know that that is the most fair way to operate. And if you're the designer, assume or set up front. Don't assume set up front an expectation that whatever you've decided on in your initial consultation or on your kickoff call to be included in your contract. Anything beyond that will require either an amended contract with an amended billing setup or a brand new contract. Just, just say it up front. People will understand, okay.
Pualena 34:28
Okay, step six, get familiar with your brand identity. This is easy, I think for a lot of people, because you have, you've had your brand developed, or you've, you know, sat with it, you understand your brand. It's a personal brand. You know yourself, right? But I think it's really important to understand your brand persona. I'm excited to do an episode on this, because it's something that I think is a really, really fun and I've really been exploring the brand persona. A world, and it's very helpful to figure out, it's sort of, it's similar to your target audience, but it's more just like personifying your brand. Are you? Who are you? Right? Are you a little bit rebellious? Are you? You know, I think it's called a sage where you're that kind of safe space. You are known for your knowledge and your sought out. There's like, luxury brands, there's fun brands, there's you know, there's like, just understand what that is for you and your brand. Designers love working with a clear and cohesive brand identity. It drastically speeds up the process. So if you can really clearly articulate what is your brand? What is your brand? Voice, your brand culture, key messages, fonts, colors, all of that is going to expedite your web design process, tenfold.
Pualena 35:53
Okay, last but not least, communicate. Communicate clearly. Be responsive, respond to questions, be prepared to review drafts, provide timely and constructive feedback, respect deadlines for you and your designer. And again, deadlines get pushed. We always strive to be to deliver before the deadline, and more often than not, we are pushing up to the deadline. It's just the lay of the land, but we communicated. Hey, I know we said this was going to be delivered to you on this day. We apologize. It's going to actually come to you tomorrow, or we need two more days. Please also communicate with your designer, and I would say on both sides, you don't want to make a habit of this, like, meet the deadline, but if you can't communicate that, and I understand not wanting to, because it's like, oh my god, I'm not going to get I said I would get this today, but you know what, I'm going to get it to them first thing tomorrow, and it's going to be okay. They're not going to notice. Or, you know, they're, they're, they're going to wonder where it is, but then they're going to see it tomorrow. Like, just communicate. I get it. I get that. It's awkward sometimes, but is communication is always appreciated and it's always welcomed. Okay, if possible. I know that you can't always dictate the way that your designer operates, but having a centralized communication platform is always awesome. Ask your designer what they use. We have a client portal system that has a chat a chat room for each client in it. We've used slack in the past. Some designers will use things like WhatsApp. I don't know of anybody that will just use direct text messaging. I think that's a little intrusive. I see text messages as very like personal unless you have a business phone. So I don't know, I don't love that, but if that's your thing, go for it. Understand that communication, clear and consistent, communication is going to be part of this. Very rarely can you just like, submit a form and send it off, and your designer is going to do your website, and then they're going to send it back and expect that it's they nailed it on the first try. And it's just that's just not part of this. And it's, as a business owner, I think you want to be part of this process. I think it's, it's can be fun to see the vision of your website that you've had in your head suddenly materialize. So cool. And it's also it's going to keep things moving, something that agencies, I know will do sometimes is, if you don't respond, or if a web if a project goes beyond the proposed deadline without communication, there will be fees tacked on. So that's something to understand, also, depending on who you're working with. But yeah, communication, super key.
Pualena 38:48
Okay, that's it. That's all seven. We talked about, defining your goals. Step two, identifying your target audience. Step three, gathering inspiration. Step four, organize your content. Step five, set your budget and prioritize. Step six, get familiar with your brand identity and step seven, communicate clearly and be responsive. Thank you so much for being part of our RBL Media audience. I hope this was helpful, and if you have any questions, if there's anything that we can do to support you on your journey to kicking butt in your business, please don't hesitate to reach out if you're enjoying the podcast, I would always appreciate a review. Leave us some stars, leave us some notes, and as always, keep crushing.
In this inspiring episode, host Pualena chats with KC Cohn as she shares her evolution from a traditional nine-to-five career to building a thriving six-figure color consulting business. After scaling her venture with six consultants, a life-altering trip shifted her focus to a new calling: Visionary Coaching. KC developed the "Ebb and Flow" framework, which guides clients through the transformative stages of Epiphany, Blueprint, and Bridge, emphasizing the importance of deep inner work before pursuing business growth. She introduces innovative tools like Pinterest vision boards and therapeutic photo shoots, empowering clients to reimagine their self-image and align their personal and professional lives.
KC also unveils The Slumber Party, her six-month virtual coaching container designed to support women entrepreneurs on their journey to clarity, confidence, and community. This unique program combines one-on-one coaching, a nurturing community, and KC’s proven methods to foster both personal and professional breakthroughs. Don’t miss KC’s insights into overcoming self-doubt, finding alignment, and building a business rooted in values and integrity.
About KC Cohn
KC Cohn is the creative founder of House of Vision, specializing in visionary coaching designed for women entrepreneurs and creatives. With over a decade of experience in coaching, personal development, color and design, and personal branding, she empowers clients to achieve profound, life-altering transformations.
Her diverse expertise enables her to provide uniquely holistic solutions that enhance both the personal and professional dimensions of her clients' lives. The "180 to 180" program, developed under her leadership, is designed to guide individuals through a complete personal and business metamorphosis in just 180 days.
This transformative journey delves deep into uncovering aspirations and obstacles, authentically aligning personal and professional identities, and creating strategies that attract ideal clients. For those ready to lead with vision, resilience, and grace—and seeking meaningful changes in life and business—she offers dedicated support and guidance to help craft a personalized path to greatness.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact KC Cohn | House of Vision:
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Transcript
KC 00:00
One really easy thing that they can do is take a look at their values. Go go out on a website, look for a list of values, pluck out maybe five, six or seven that you can remember and adhere to those and tell yourself, no matter what.
Pualena 00:21
We should have just recorded all of that.
KC 00:23
That's true.
Pualena 00:24
I always say that, but that was extra magical. You just did a full on microphone optimization session, and it was, KC, sounds amazing right now. KC, tell us about yourself.
KC 00:35
Thank you. Well. Thank you so much for having me on. I actually, I have this great microphone now, and thanks to Pua, we got it straightened out. But what I'm really excited about is to share with you the moment that I had this epiphany in my business, and it changed the whole trajectory of my career, and it was this vision of portrait photography that came out of the sky when I was asking, like, should I burn my business down? Or is there something more? So that's what I'm looking forward to telling you about at some point during this conversation.
Pualena 01:10
Oh my gosh. Tell us right now, because I can just hear hundreds of people listening to this saying, Oh my God, I am there. That is me. Shut this down tomorrow. KC, tell me your story.
KC 01:22
Yeah, well, I said, Okay, if I just start from the beginning, it'll make more sense to hit that point. So several years ago, I was working a nine to five job, and I had also started a side job as a color consultant. My background is in design and architecture and also psychology, and the business was taking off. It was in Washington, DC. I was working in Maryland, just 30 minutes away, and I had started this color consulting business. On the Hill on Pennsylvania Avenue, to be exact. So it really took off, and was doing very well. So after a couple of years in my nine to five job, I was like scratching my head and thinking, well, if I put more time into my side business, I should feasibly do better than my nine to five. So I took the leap and I packed up everything and got an apartment. I could see the capital from my window. It was so beautiful, and I took on I had a business model in a paint store there. That's how I started. So I would help customers who came through the door to choose colors for their home or business, and then, you know, they would invite me into their home. So it was this really great gig, and it was just a wonderful time too to be there. So I had that business going, and it was going really well. I was excited because I took on more hours in that paint store, and things were going well until the manager pulled me aside, along with another person who was working there, and said, oh, by the way, this person has unofficially been doing the same thing you're doing, and we'd like to bring her on as another color consultant in the store, and it won't compete with you. She's going to work for us. You can still have your own business, but we think there's enough people to go around. So I'm like, side eyeing, this, you know. Is there? But come on, we're in the city. There's got to be enough people. I mean, I think it was just crazy thoughts in my head, until it wasn't. Actually, my clientele went down. The numbers were going down. And I was like, Oh no, I cannot have this. Like, I picked up everything. I jumped ship on my nine to five. I mean, I'm out here. I've got to do something. So that led me to expand my business out into the suburbs. So I still held my position there, and then I went out to the suburbs and started growing. And one by one, these paint stores started coming to me because they heard what I was doing in the city. And at the I had this other store. And it seemed like I just woke up one day Pua. And I swear I suddenly had six color consultants who I had trained. I had six paint stores that we had our business model in, each of the color consultants in a paint store. And I had made six figures that year. I was like, what?! That was six, six, and six, but the good kind. So things were going, you know, really well, but it was, it was a lot to take on managing people was a lot different than running your own business. Have you been in that position before, too?
Pualena 04:53
Yeah, and were you still also doing consulting for yourself as well? Or were you just in a management position at that point.
KC 05:01
Oh, that’s a really good question. I was doing consulting myself.
Pualena 05:04
So that's a lot.
KC 05:08
Yeah, it was a lot. It was it was so much fun, though. It was really fun, but there were a lot of moving parts and pieces here, and I had gotten all the stores filled, and I thought I'm gonna take a weekend off and went to visit a friend in the mountains, and it's such a beautiful drive to go from DC to the Shenandoah Mountains. I mean, I was going down the highway, and on either side, it's like rolling hills, and in front of me, it almost seemed like the highway was just gonna turn into like, you know, I was gonna hear Julie Andrews start coming over the mountain singing, the hills are alive or something. It's amazing. And this, this peace, came over me like I'd never felt before. And you know, had I not done that, I don't think I would have realized just the hectic lifestyle that I was living in the city and with my business booming. And so it really made me appreciate being in the mountains and relaxing and having a really nice, peaceful time. Just so happens, when I went away on that trip, somebody had called into a paint store sick, and they didn't, they didn't call, you know, my source, and the paint store was upset. So there were, you know, things like that constantly happening. Oh, your consultants aren't wearing the right clothes, or you're leaving things out, or somebody's, you know, calling in, and we don't know what to do. So I just sort of cut ties with that and decided to move to the mountains and just let my color consulting business fend for itself. I would drive a couple of hours to help clients because I still enjoyed it, but I was like, you know, I need something else. So that's when I made a huge change.
Pualena 06:51
Oh my gosh. So two questions, I feel like there was a lot like you were like, I woke up one day and I had six consultants, and I was making six figures, and so I have a lot of questions about how, how you got there, what it was like to train people under you, how, how did you decide to how, like, what was the point where you were like, this is too much for me to handle. I need to bring somebody on. How did you find the right people? I so many questions about that, that phase of your business, and then I have questions about the other phase, but let's start there.
KC 07:27
Okay, so, so I just, I had a growth mindset anyway, and I had a friend who had started a business just prior to mine in the debate world, and he had grown like internationally with this debate camp. And I it just made me feel like, and he said, you know, KC, you're like me, you're a visionary. And I'm like, am I? And I thought, wow, what if my business grew? I mean, I had, I started to have big plans. Maybe I can go nationwide, you know, or international. So I had these really big, lofty goals for it. And by the time I expanded from one store to the other, I mean, there was only so much of me to go around, and I didn't want to burn the candle at both ends trying to appeal to these different places. So I just thought it was smart business to bring in people. And I actually brought in a volunteer first, who was amazing. She was, oh my gosh. I couldn't have asked for a better person. And then quickly I was able to train her, get her up and running, and pay her. And so the business model just started getting more and more refined. And I actually hired a coach, a business coach to help me, and he specialized in sales. So he helped put in some structures, and we would meet in I had this really cool apartment that was beneath this, this townhome that I was living in, but just the way it was designed was so cool and felt very private. And so I would have my color consultants, we'd meet there once a week, and I would teach them about color, and we would just learn new things. And they would be in the stores to generate, you know, more, more business. So I would, you know, leverage that. And then once they were good enough, they could go into the homes too. And just, we would just work out, you know, like a commission schedule for them, and they were actually subcontractors at first, and then I gradually started pulling them in under me, under my business. But that was also about the time that I just cut ties and decided I'd always wanted to go back to school to get my masters. I already had two degrees. I don't know. I swear I'm just a career student or something. I love learning. As a matter of fact, this week, I'm in four trainings. KC, what are you doing? I know it just so happened. It just so happened that way. It’s was not normally that way. But I do love to learn and expand my capacity. Apparently. Yeah, so I decided to go back to school online and get my Master's in construction management. And I wanted to do that right then because my parents were aging. And I thought, let me do this so that I can have that under my belt and be able to take care of them if I need to, instead of having to maybe, you know, interrupt my schooling. So this, this was the next chapter that happened. I was in the middle of my studies, and I was out to eat at this Mexican restaurant with a friend of mine. And the really odd thing that happened Pua that day was we were sitting there eating, and I was like, I smell something really familiar, and it kind of the best way I can describe it is that it smelled like mole sauce or like cardamom or something. It was, it was a really odd smell, but it immediately reminded me of my grandmother, who had already passed away years earlier. And we left the Mexican restaurant, and on the drive back, I got a call from my sister that my mom had collapsed, and my mom had just made it into, like her dream living location, this facility that she'd wanted to be in for 10 years with her partner, but it just wasn't happening. But she had just moved in there, and my sister called and said that she had collapsed. I'm like, okay, all right. I mean, she's 80, almost 81 okay, I'm preparing myself. And she had actually passed away before, like, we could get out there, and I was like, oh no, this. I just felt so bad. And, you know, I didn't know exactly what had happened. I was questioning what was going on at the facility where she was, but the hard part, and the part that just felt like it wasn't fair was she had just gotten there. She was only there 10 days, and this was her dream place. I mean, she used to talk about she wanted to be there because her best friend lived there, and her best friend was like the mayor of this whole facility, and she couldn't wait to do, like the exercises and the art and go on, you know, all these retreats and swim and all the things. And it just so happened that there was a space that opened up. We thought she was gonna have to wait for a year, but there was a space that opened up within a couple of weeks, and she got in right next door to her best friend of 50 years, yeah. So all of that was just so, so devastating. She was only there for 10 days. She passed away. And, you know, I just kind of sat with that. I mean, I finished out my schooling and everything online. I was determined that I was going to be grateful for the time that she was, you know, here she lived a long life, and, you know, just keep moving on, finish my degree and then figure out what to do from there. But that really affected me. It just, it just wasn't fair. I don't know if you've lost any parents or not, but it was hard.
Pualena 13:13
Yeah, it's, I mean, I feel like moments like that really give us perspective on what's truly important and how quickly things can shift. And even those 10 days, as short as that is, what a blessing that those were the last 10 days for her, where she could be right next to her best friend, see that dream come to fruition. Did that? Was that a catalyst for you to make any big decisions in your life?
KC 13:45
As a matter of fact it was.
Pualena 13:47
I had a feeling.
KC 13:48
Yeah, so, yeah, I finished my schooling, and I had applied for some jobs in my field, but I was quickly realizing the pay wasn't going to be worth the time. I'd have to invest in it. And so just scrambling for what I'm going to do, I started hiring other coaches to figure out what my like, my passion, and my purpose was in this life. And I just kept thinking about my mom, and you know, I was just, I was I was angry, actually, that it happened, because it just seemed so unfair. And some of the things that I was trying on were coaching women entrepreneurs, because I love business so much, and I'm a creative also. So I was doing some branding, like pulling in the color from my color consulting business. And people were really manifesting quickly and with all these different ideas and things that I was just sort of creating that just seemed logical and intuitive to me, but something just kept sitting in the back of my head like, you know, it's not fair what happened to my mom, and I don't want this happening to anyone else, so it became my mission. Really to make sure that women started earlier, you know, getting their dreams and ideas out there. Because the other thing that I didn't realize was that she had wanted to be an interior designer, which was actually what I had gone into interior design and architecture. I didn't really find that out until later in life, but I have a great memory of her taste actually, I remember like being in her closet as a kid. Did you ever play in the closet your parents closet?
Pualena 15:35
Oh, all the time.
KC 13:47
Did you okay? I'm not alone, so I'm gonna date myself a little bit here, but it was in the 70s, and my mom was just on the cutting edge of fashion, always she had the coolest clothes, and, you know, big floral prints and oranges and yellows. And I always remember this pair of of shoes that were like these yellow like, kind of platform, but wedges, and they had this yellow cloth around them and these little tiny flowers on them. And I always remember putting my little feet in there and dreaming of, like the day that I could wear them. And I think she still had them when I was an adult. And just thought, yeah, I don't really want to wear those. But, you know, just her style was so incredible. And you know, she never did that. She opted to raise, I have a brother and sister too, so she opted to raise a family instead, which, you know, I'm grateful she did that, because of all the things that I got from it. But I just thought, you know, if she had had someone like me, which is, I'll get into what, what I ended up getting into, but someone to help her, a coach, to help guide her and help her become stronger, emotionally, have a stronger foundation, and be by her side to help her do the thing that maybe she thought she couldn't do maybe she thought she couldn't have a family and a career both. So that became my mission, to help other women, and thus was born, I would say, Visionary Coaching. It actually came a little bit later, but we'll just leave it at that.
Pualena 17:07
Incredible. I'm so I'm so fascinated by this because. One, I think color is so cool, and I just have a lot of questions for you about color generally, okay, as somebody who does branding, that is like, I mean, I wish you could see it on my wall. I have it's this one right here. It's like the anatomy of color, essentially. And like, you know, there's, there's so much to color, and I would love to geek out on that with you, maybe today, maybe another time, we'll see where this goes. But from a sort of a purpose and a career and a calling perspective. I love stories that show how all of the paths that we take, all of these things. You know somebody, somebody brought in a second consultant in the shop that you were working at, and you're like, hold on. I'm not ready to share yet. What is happening. This is like the worst thing you could have possibly done to me, and then seeing from from that to the great wins of building a team, to feeling like I'm over it like, bye, I'm I'm done, to leaving that world, to the passing of your mom, to all of these twists and turns and how that led you to the absolutely beautiful business that you have today, and the impact that you get to make on people's lives for the better. It's just it's an honor to hear your story and to be able to witness through your storytelling how you got here. And I think it's so important for people to understand that everything that they're experiencing is building on their journey. None of us know where we're going, but we have to trust that it's going towards a greater purpose.
KC 18:52
It's so true. And you know, I so I was in that experimental phase when, you know, my mom passed away a little bit after that, and this was about the time, so I started, I started doing, like, success coaching and mentoring women entrepreneurs, and I had some clients, and I had actually a lot of clients with all these other things I was testing, but didn't really want to move forward with them. So I had some clients, and they were doing some really, really magical things. I mean, I would do deep dives with them, which is actually the first part of my framework of what I do now, called The Epiphany. That's the first stage. So I would do these deep dives because I have this psychology crisis center background, and we were looking for bottom level beliefs and blocks, trying to figure out, okay, why? What's, why are these women stuck and not getting their best selves out there, not getting these incredible ideas that they have out there? So we dig and we'd find them. And the way I describe it is, it's like, it's as if they were wearing this like concrete cape before, and once we dug down and found out what this bottom level belief was, what their, where their self doubt was coming from, and like connecting all these dots, it was as if that that concrete cape just disappeared. And so suddenly they feel this lightness, and this, what I call, this energy of euphoria. And what that was doing was allowing, suddenly, things to start coming to them, and it just opened up like this Magical Gate for them. And the things that started coming to them were like I had a writer who also had a part time job at a restaurant as a hostess. She started getting tips all of a sudden from people just out of nowhere. She would come to me and, like, empty out her purse and these envelopes and just, I mean, it just kept happening. It's like, what is going on just out of nowhere? And she was getting receiving other things too. And I had another client who wanted to start a podcast, but thought she couldn't, and we figured out a way that she could, because she was just told she couldn't. And the next time that we met, she said, You're not going to believe this, but I am booked out three months in advance for guests, she said. And I don't even know how they found me. What I mean, all these hair raising experiences were happening. And I was just, yeah, I was just using my intuition to help them, but it was going great, but I wasn't really getting the clients that I wanted. And this was the point where I was like, these great things are happening, but I don't know how to get, you know, more clients. My color consulting business was just a huge boom, and now I'm like, okay, do I burn this down and, you know, go make coffee at Starbucks or something, or not that there's anything wrong with that. It's just I needed to do something. And I remember, I was living in this log home at the time, and I was sitting on the couch, and I just, I felt like this train that was just stuck on these rusted old tracks, like it wasn't gonna move anywhere, you know. And it's like this was reminding me, I was starting to get fears that I was gonna end up like my mom, like living her whole life, not really doing what she really wanted to do. And I did not want that to happen. And here I am trying to encourage other people to do, you know, they're to live their dreams. So this was the moment that I mentioned in the beginning, where I stepped outside the log home, and I remember it was such a beautiful and clear day, and I was on the porch, and I looked up to the sky, and it was so blue, and I just said, you know, it's like one last chance. I mean, I had been through, I don't know, four or five coaches already to help me figure out what my passion and purpose was. I'm like, is there really anything else left? But I gotta tell you, I did not want to have to go work for somebody else, so I was willing to, like, reach out to the sky and ask the universe, okay. Is there anything else that I absolutely love in this world, and I should have known better, because any time I ask a question like that, I get an answer before I even finish the question. It's like something's already in my Have you had that happen before to you, too? It's so weird. But all of a sudden this vision of portrait photography came into view, and I was like, needle on a record player. What?! I am, I'm like, where is this coming from? I mean, I literally saw, like this huge, almost gilded frame around, like this sepia you'll appreciate this, a sepia toned picture of like a brother and sister, you know, when they're young, and I'm like, okay, I mean, I do love portrait photography. I won't doubt that, but I don't think I'm going to become a photographer, not this late in the game.
Pualena 23:56
And has you been a photographer before?
KC 23:57
Well, not really. I mean, I have art classes, but get this, my dad was as a hobby, we had a dark room in our basement, so he used to develop his own pictures. And in grade school, I had the opportunity to kind of delve into that at school, so I did a little bit there, but I was like, I don't, I really don't think I'm going to become a photographer, but I don't want to give up on this, right? And I also don't want to go work for somebody else. I'm not going to give up on this. I'm going to figure out I'm going to, like, I connect dots for my clients all the time. Why not connect it for myself? So, so that's what I did. I started connecting dots. And I was like, you know, I look at social media, and this might happen for you too, being a creative and I can see when people post, and maybe it's not really their authentic self, what they're saying maybe doesn't match with either how you know, how they're portraying themselves, or there's. Just a disconnect. It's like I could, I could see that there's just this sense, and I can just see it and feel it. And I just want to, like, crawl through the screen and and tell them, I can help you. I just really felt like I can help you, because that's part of what I did. So I was like, what if I used like, like, I really love, you know, how women have these beautiful photo shoots that they do, like, you know, branding, personal branding shoots. I just love looking at those. And I guess I just feel like, you know, a picture paints 1000 words kind of thing. And I thought, what if? What if I use what I'm doing with the emotional mastery side, and also building a foundation and setting goals and things like that. But what if I get into helping them with a photo shoot? And what was born from that was a therapeutic photo shoot method that I developed for my clients. Now I'm not the one taking the pictures. Mind you, I was smarter than that.
Pualena 26:09
Oh, you are coaching them through how to do their photo shoots?
KC 26:16
Yes, but from the lens of I know you and I know you very, very well. I'm not just a photographer taking the pictures. I'm not even a stylist styling you. I'm I understand you on a very deep level, and we config… I know now where your fears are. I also know where your power is. So what if we emphasize that power and get shots taken of you. So that phase produced amazing, amazing things, and it all started in Pinterest. And I love Pinterest. I don't know about you, Pua, but I love Pinterest.
Pualena 27:01
Pinterest, I recently learned, okay, I'm gonna really try to stay on track here. Okay, but I recently so I've always thought Pinterest was something like, I've always turned to it when I was, like, planning for photo shoots, for sure, renovating, designing a space, right? Like it was sort of this, like, creative tool. And I've recently learned that a lot of people are having a lot of success on it, as in, like the coaching space and like the online learning space, there's Pinterest ads. I didn't know any of this, so I have this newfound admiration and respect for that platform, although I don't know it all that well. Other than I have, like, inspiration boards that are largely unfinished, but tell me. Tell me a little bit more about. Okay, so the reason why, wow, that was not a full question, but I promise I'm going somewhere. The reason why this is so cool and exciting for me to hear is, as somebody who has had a few branding photo shoots done in the past. And I have one photographer who I just adore. She gets me. She's like, she's it. But I've had many before that who I've it's just been like, you get the photos back and you're like, I don't know if I can use any of these, and I don't know why. Like or, you know, for some reason maybe you weren't feeling it that day, or you didn't like your outfits, or they didn't capture the vibe, or like it's not really something you'd want to post on your work Instagram or, you know, and so there's, like, a lot of and I always thought, wow, that's on me for not preparing myself better and for not preparing my photographer better. But at the time, I didn't realize A) that that was even a thing I needed to do. And B) what could I have done to make that better? Like I still didn't know you just end up with these photos that you're not going to use. So from that perspective, I love this so much. I'd love to learn more about how what your process is and, yeah, tell me more, because this is so fascinating.
KC 29:04
Yeah, thank you. It is really fun. So let's see, where was I? What I call my framework is the ebb and flow method. So ebb being spelled, E, B, B, the first stage is the epiphany that I was talking about earlier, and the second stage is the blueprint. So this is where we take their goals and everything. But we jump into Pinterest like it's a studio, like it's our studio, and we go in and I have them create a few different buckets in there, they're going to create some boards for their life, how they see their life and how they want it to be. And we've already gone through all that with them. They're going to do one for their business, and then they're going to do one for a photo shoot. And this allows them to all of this, allows them to see themselves from the outside. So it's really all encompassing. And with the photo shoot, I didn't really realize what was going to happen with it. I said, Hey, take this, do this. And I don't care if you just take selfies, if you have a friend, take pictures of you, if you want a full on photo shoot, or whatever like, just do whatever feels right to you, wear, whatever is going to make you feel you know in your sovereign self, or you know the victor, or whatever it is that you want to feel. So my clients came back, and one person did have her boyfriend take pictures of her, and she posted those pictures, and everyone started raving. And to look at them, you'd think, Oh, it's just someone that just went out and had a fun time, you know, on this photo shoot. But there was something really magnetic in there with her, so we had gotten this through line that was allowing her to manifest all this attention and her, you know, just her personality was so different by then, anyway, and then the other person, I didn't, she's, she has all these engineering degrees. I didn't even realize I had forgotten kind of what a creative she was, too, like an artist. She comes back, and she had gone into Canva and took existing photos that she already had, and did these really magnificent things with them that put her in her power. And she had these amazing phrases and words and things with them too. And I just got chills when I saw them, and to see the confidence that was exuding from both of them, and for them to start to stand up to people that might have told them that, oh, hey, how's your hobby going, kind of thing, and, you know, be able to stand up to those people and not let that, you know, sort of take them down. So a lot of what I do is experimental, and I do that with my clients, I really start to create things that are made just for them, and then it becomes this framework. So I did the therapeutic photo shoot method on them first, and then a year later, I tried it myself. So I took this process, I did a full on photo shoot. I left where I was in Virginia, went to Savannah, Georgia, and chose this really amazing, amazing photographer, and created all these dynamic shots. And the photographer was a creative, the hair and makeup person was a creative and we're all just kind of collaborating on what this is going to be like them joining in on my ideas. And there was also a second shooter there, so she was capturing video and capturing shots, and she captured this one shot of me having a conversation with a photographer and with a makeup artist, and I saw myself standing there, and I was like, Oh my God, that person right there, and I was in, you know, hair and makeup, and I had my dress on, and I said, Look at what she's doing, like she's standing back, and she is giving power to the people who are helping her. And she's still strong, but she's grounded and humble. Like I saw all these characteristics that I had hoped I would be and that I had been working toward trying to be, and I was like, there she is. Like, look at that. Like, there she is.
Pualena 33:35
Like an out of body experience.
KC 33:36
it kind of was, and I was like, I've arrived. I don't know when I got there, but I saw it, and I wouldn't have seen it had I not gone through all of that. So that is the magic of the therapeutic photo shoot method that happens in the blueprint stage.
Pualena 33:55
It's so beautiful. So I'm thinking back, had I had access to a program like this, to guidance like this, you essentially help people to create vision boards for different aspects of their life that they would then manifest through these photo sessions. Is that kind of the concept?
KC 34:15
It is, it's it happens from the first time that we talk, it opens them up to manifest. But then what happens with the photo shoot method is it really allows them to kind of see themselves from the inside out, or rather, I should say, from the outside in. So it's like the photo shoot, by the time they get to that, it just solidifies everything. And then I think you'll appreciate this. We take all that we know up to there, and we do a conceptual like mood board branding board, get some colors in play, because that, you know, I can do that, and we move all of that into their marketing. So by the time they get to their marketing and put in place something that's going to help sell themselves and what they do, it's it is this through line that we created, from The Epiphany like to the Blueprint, and then the last stage is The Bridge. We're bridging all of that so that they it's like they have a rule book. They know what to do now, and they're very confident with it. They don't have all these extraneous ideas and, you know, just kind of sitting in the middle wondering what they're supposed to do. They know exactly what to do. They know exactly who they are, they know exactly what they stand for, and they've got photos to help, you know, guide them into their marketing, and we help them with their marketing and make sure that they're aligned with what they want to do, whether it's on stage or social media or webinars or podcast guests.
Pualena 35:53
I love this. I love it so much because very few people, very few coaches or programs start with the person, and you very much help people to find that alignment within themselves, that power within themselves, because they're the drivers of their business, at least at that point. And it's a step that many people, myself included, totally skip. We're so focused on, like, who's our client, who's our target audience, who's our demographic, what is our marketing? What? What processes do we need to, you know, put into place, and we forget that we, the energy that we put out is the energy that it's going to attract people back to us and to our business, both from a client perspective, but also from, like, a team perspective, you know. And I just, it's, I've had an epiphany of my own just now sitting here thinking about this.
KC 36:58
Wow, that gave me chills. That's fantastic. It's, um, yeah, it's, it's pretty amazing. And that's, you know, the other reason that I went about it the way I did was because I could see that there was, like, a gap in the marketplace where, like you said, you can take all the action. I mean, we've all come on, let's face it, we've all taken all the courses, I mean, four trainings this week. But, you know, we've taken every single course and then and then some, you know, duplicating what we already know, as if we think that's going to help somehow. But I found what happens is, with all this knowledge, and we and we hire, you know, the best that money can buy, sometimes, getting a, you know, business strategist, or, you know, a branding person or what have you, but they're those, you hire those things because they're designed to deliver, they're going to deliver you something. And I find, I found what happened for me. And then when I started talking with other women too, we start to get scared to put it out there, like you could create the most amazing brand or website or whatever, and it's like, I'm going to be out there in public, people are going to think, I'm not really this good. I like it looks amazing, but I'm not really this good. You know, imposter syndrome starts to break in. And I can't tell you how many times I've been delivered something from one of these professionals, and I just didn't even use it because I was like, yeah, no, I'm out. I can't, I can't be visible right now, there's that end. The other end is we seek help through therapists. I mean, we we realize that we're struggling somewhere. So, you know, thank goodness there's people available for us to talk to and sort out, you know, the problems that we're having, or, you know why we can't sleep, or why our relationships are troubled, or why our finances are struggling, or we're just not where we want to be, but we don't ask our therapist for business help. This is not what they do normally. I mean, I'm sure there's outliers, of course, but for the most part, that's not what they do. And then I, you know, I know I've tried sometimes, and I'm like, oh boy, I wish I wouldn't have gone down that road. That's just not it was on their forte, or it's not what I was thinking. You know, they're not. They've been working on on this with me. From day one, they're working on my emotions so so there was a gap in the middle. It's like, that's why these beautiful entrepreneurs are stuck, because they're not able to get the right support that they need from both ends. So since I have a psychology background. I have a creative background. And then, oh, by the way, I'm a fourth generation entrepreneur, so and then, you know, I've got a few classes that I've taken here and there, and all of those things are what brought together the. Visionary coaching that I do now so that I can help bridge both of those gaps, and then when we're done, they can still take what we have and, you know, go seek a professional. But wow, that professionals like thank you for all this information that you just gave me. They don't have to dig in deep, and it's going to be a much deeper and richer experience, because they're bringing all of this knowledge. They know who they are. It just, it gets to be a much greater design strategy. And they're ready. You give it to them, they're like, let's do this. I was so ready. You know?
Pualena 40:36
That's so awesome, and it, it really puts the onus on the person to do the inner work before they show up to the professional. And there's, you know, like, before I was like, oh, these photographers are awful. Like, it's not their fault. I wasn't clear on who I was, I wasn't clear on what I wanted, what my vision was. Same thing, and I it applies, I think, to any service, right? If you're going in, you're getting a brand created, or a website created, and you have no clarity on who you are, what you do, who you serve, what your passions are, you'll get something that's misaligned, and you'll say, God, this was a terrible, terrible designer. I've done it. That's why in this that's, that's how I got into web design. I had a business with a friend, and we had, we had a podcast, just because we thought it was fun, and we talked about whatever we wanted to talk about that week. There was, like, no subject. There was no point to it, but it was the most fun thing in the world, and I it, we ended up, like, going somewhere with it. But we had a website designed because we thought that was the first thing that we needed. And we had a referral from a friend. We paid $8,000 and we were like, What is this crap? It was. It was so bad. And we, granted, I do think that, you know, maybe we didn't go with the best designer, developer, whatever that was at the time, but largely we were extremely scattered and unclear about who we were and what we were doing, and had done none of the inner work we had just immediately jumped to invest in this thing that we thought we needed. Yeah, and it was a great learning experience. It was the catalyst to get me to where I am today. And I am so grateful, and I am so grateful for people like you who, like you, are saving people time and money and energy and giving them this robust, beautiful, elevated experience that they wouldn't get if they didn't have you.
KC 42:41
Thank you.
Pualena 42:42
I'll take that.
KC 42:43
I appreciate being seen. It's, you know, it's a lot of times too. I mean, the branding strategists or website designers or what have you. They actually, there are some really great ones who do ask the questions, right? If you went to them and didn't know anything, they will ask you, and they're, they'll get deep with you, but they're only going to get the answers that are as deep as that person knows to go. And if they've, if they've got blocks and things like that, they they can't get any deeper. So that's, where we go, excavating, you know, into that.
Pualena 43:24
Question for you. So when it comes to showing up in all of the ways that we want to and need to for our businesses, you touched on this a little bit earlier. And there's we experience this right before the launch of any, not any, but a lot of our clients, right before we're about to launch their website or their new brand, or they're going to make an announcement, or we are going to announce it on our channels and sort of tag them in, there is a flood of changes that come in. Oh my actually, I want to do that. Can you take this page down? I'm not quite ready to do ready to do that. Oh, you know, I'm like, Hey, this is, I think we're, this is, like, a little bit of, like, upper limit stuff happening. We're gonna be okay. Let's breathe through this. And it just occurred to me that, had they gone through this work with you, because it's so common, like, right before you launch, this happens all the time, and yet, I'm just like, could we build in this phase of personal development, before the business development, before the website development? That would like, override that phase that happens over and over and over again. So that's question number one and two, in this work with people, do you see this come up? So we have, they have their initial work with you. They've done the inner work. They do their photo sessions. They're showing up. They're excited. They're vibrant. Are there levels to this where they maybe they've gotten through that first phase, they're showing up publicly, and then they level up again. Do you see this repeating itself, and do you kind of go through a similar process every time we reach these new levels? What does that look like for you?
KC 45:20
Absolutely So part of the ebb and flow method, the Epiphany, the Blueprint and the Bridge are just the framework. So that's that's the first part of getting all this together. I run a six month container, so they're manifesting right from the beginning. But the first three months, we try to use the framework, and we leave the rest of the three months in case we need to do some more of that work? But there's a lot of support that happens in there, because that concrete Cape just came off, and while they feel like they're flying high and things are great, you also can get very vulnerable and you're not, people are going to start reacting to you differently. There's a lot of things that come at you, so the work that we do helps them. It's kind of like you're always going to fall or do something you know, that you didn't plan on doing, but that fall is just going to be a lot shorter than had we not done anything, and so that you can get, you know, back up again. And beyond that, then we do take it to another level, because I mean for myself and my mentors that help me, I'm always stretching my capacity to do more, to be more, to give more, to provide more value, to dig in more to my clients. And there's always things that I face. They're always bigger and bigger each time. So that's the same thing that I work on with them. We work more on that, you know, stretching of that capacity. And we don't really have to work on the framework as much. There might be a little, you know, some things that we tweak here and there, or if they decide they want to rebrand or something, but mostly it's having that person by their side and not feel, you know, isolated, like often happens with us women entrepreneurs, because people just either don't understand what we do or we don't want to take up everyone's time, but they've got someone by their side to help them, you know, just manifest more and be able to see their vision and make it a reality in life and in business, both.
Pualena 47:33
Beautiful.
KC 47:34
Thank you.
Pualena 47:35
It's so, what you do is so fascinating and so needed. And once we have finished this episode, I am really excited to talk to you about collaborations or ways that we can work together, because I think if people come to us after they've worked with you, there is magic in that space, because it would allow us to have, you know, creative freedom, to build off of the energy that you have unleashed from these people, rather than, you know, people come to us very similarly to how we came to our web designer. Because, you know, that's something that you assume, that you need early on. And I have a lot of conversations with people. A lot of our clients are established already, and they just want to rebrand or refresh their website. But some people do come very early on in their business and say, you know, I, I know I need a website. Can you help me? And we can do a little bit of that work with you. But if it's, you know, if you're at Ground Zero and you're really just either just starting out or going through a little bit of those growing pains that like that's a different kind of support that I'm not qualified to provide, and to be able to have somebody like you to say like this, there is someone who can really just unlock your potential and provide you with exactly what you're looking for, to be ready to come to somebody who is a designer for your brand, or even you know your life and your lifestyle. What an incredible gift that will be. So yeah, we will talk.
KC 49:21
Yes, I would love to actually. And speaking of gifts, I actually have a gift that I would love to provide for your listeners.
Pualena 49:29
Oh my gosh, we love gifts. Thank you. That's amazing.
KC 49:32
It's called the “Why You?” exercise, and what it does is allows you to figure out how to stand out in the sea, I mean, the sea of everyone else that's in your industry. And so it's an exercise that I developed that sort of just ticks off all these things and allows you to see what makes you different, what makes you unique, but the way I do it is also really unique. So I will leave for right now they can reach out to me on LinkedIn, or I'll leave you with a link or something that they can go to to get that.
Pualena 50:17
Yeah, thank you so much. That's so generous and very cool. I also can't wait to receive this gift, because…
KC 50:20
Awesome.
Pualena 50:20
It sounds awesome, yep.
KC 50:21
You can have it. And the other thing is, I have a… the way that I use my framework I just launched with my six-month container, what I call the Slumber Party Virtual Retreat. I developed it because women want a place where they can go and feel safe and be able to get out all of this stuff that they want. It's one-to-one coaching with me, but then it's community support with other women who are just like them, who are going through the same thing, who can compare all of these, you know, phases that that they're going through, and be able to get feedback in a space that wants to provide the feedback, and to be able to have that sisterhood, so that feels like you're living in, you know, this, this big house for six months, and you get to Just work on you. It's all spotlights, all on you, and when you come out, you've got the tools that you need to, you know, have more clients, make more money, and have more opportunities, and just have so much fun and so much confidence doing it.
Pualena 51:35
Beautiful.
KC 51:37
Thank you.
Pualena 51:38
This is incredible. We I will, you know, send me those links. We'll link them in the show notes. And how can people, you know, what? How can they find you on LinkedIn? Or is there another place that they can connect with you learn more about you?
51:51
Yep, right now, I'm on LinkedIn. They can look for my name, the initials, K. C. the last name, C-O-H-N, and I am also on Facebook, and I can leave you with any other social media links for that.
Pualena 52:05
Brilliant, amazing. Do you have a website?
KC 52:09
I don't have one for the Visionary Coaching business right now. I have one for my color consulting business. If anybody wants that, it's.room-color-schemes.com and I can do virtual consultants too.
Pualena 52:20
Awesome. We will have to geek out on color together again, yes, because I, as soon as you said that, I was like, I've got questions for you. We for another time that is going to be really fun. But thank you, just thank you for the work that you're doing in the world. Because it's, as you said, there's a gap in the market. It is very rare to find people who are finding pillars of alignment to support both personal and professional I think it's very siloed right now where people are either doing personal development or professional development. And I think it is like completely unrealistic to expect us to separate ourselves into two pieces when we all come as a whole, and to allow that to blossom, both personally and professionally, it's just incredible. So thank you for doing what you do. Thank you for sharing with me and with our audience. I am super grateful to know you and to be connected with you. Do you have any final thoughts?
KC 53:30
Thank you, I would just say, for your listeners out there who want to do something right away, one really easy thing that they can do is take a look at their values. Go go out on a website, look for a list of values, pluck out maybe five, six or seven that you can remember and adhere to those and tell yourself, no matter what, to make sure that you get the strength and the foundation that you need. And it's a reminder when you do that, whenever you're in a situation like, oh, yeah, integrity, I'm going to be honest with this person right now, no matter what, like, there's no backing down as soon as you say, no matter what. So that's something that I think is helpful, beautiful.
Pualena 54:13
Thank you again I look forward to staying connected.
KC 54:17
Absolutely thank you. Pua.
In this value-packed episode, Pualena chats with marketing powerhouse Victoria Hajjar, founder of Ugli Ventures, about how to grow your business with small, strategic improvements. Victoria shares her four-step framework for building a scalable marketing machine, emphasizing the importance of creating ROI-driven systems and embracing leadership as a business owner.
Discover how to streamline your marketing efforts, track meaningful metrics, and hire the right team to help you grow. Victoria also highlights how to break free from “DIY burnout” and embrace a mindset shift to focus on high-level strategy and growth. From actionable tips on conversion optimization to navigating the tricky “in-between” stages of scaling, this episode is a must-listen for entrepreneurs at every level.
Victoria’s approach makes marketing approachable, fun, and, most importantly, effective. If you’ve ever felt overwhelmed by marketing, hiring, or data, this conversation will inspire you to build systems that work beautifully for your business.
About Victoria Hajjar
Victoria is the founder of Ugli Ventures, a marketing consultancy specializing in building scalable marketing systems for growth startups and scale-ups. With over a decade of hands-on experience in marketing and sales, Victoria has transformed the “trial by fire” challenges of her own entrepreneurial journey into actionable frameworks for her clients.
Her mission is rooted in helping business owners, especially women entrepreneurs, turn the overwhelming and often chaotic aspects of marketing into streamlined processes that fuel growth and creativity. Recognizing that marketing can feel “ugly” and daunting, Victoria provides strategies and systems that transform this critical business area into a source of confidence and excitement.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Victoria Hajjar | Ugli Ventures :
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Transcript
Victoria 00:00
Business doesn't work like; it's very rare that it's like a windfall happens and, like, the next day you've got, like, a multi-million dollar business, right? It's just these little 1% changes, like each and every week, or each and every month, that, really, at the end of the year, compounds to be something that's very powerful.
Pualena 00:26
Victoria, Hajjar, did I get that? Amazing.
Victoria 00:31
Yes, you got it.
Pualena 00:33
We've been chatting for like 20 well, actually not 20 minutes, because I had major technical difficulties, but we've been chatting for a bit. And I was like, gosh, we just need to record. You are so fun. I cannot wait
Victoria 00:47
This is a joy. I’m so excited for us to keep talking and digging in. And I think it's going to be a good one. So.
Pualena 00:52
It’s gonna be so good we've already talked about employment versus running your own business. We are in agreement there. Running your own show is way more fun. And I'd love, okay, so we, right before I hit record, I was like, okay, and your business is, uh, and you're like, Ugli. And I was like, Are you sure it's not like ooglie? Depending on who you talking to, to be fancy.
Victoria 01:18
Like a loop on top of the I.
Pualena 01:21
Yeah, tell me about Ugli Ventures.
Victoria 01:25
The story. Well, you know, it's interesting because I think, as you were saying before we hit record, you know, a lot of us sort of fall into business. You know, there's a good there's two camps of kind of entrepreneurs, but for most business service providers, many of us kind of evolve into, like, waking up one day being like, I have a business or I have an agency, and so my experience is pretty similar. My road to building my my Ugli Ventures as it is now really came from just being a marketer, just like getting my hands dirty, working in marketing, working up the ranks little by little. And I sort of became, went on this path to create an agency like I thought that was my model. And for anyone who's built an agency, it really hard. Agencies really, really hard. And it was through that experience. And I love to say, like a lot of my marketing training has been like trial by fire. So, I have actually found marketing to be and sales to be really ugly. And so my whole career has been marked by, you know, trying to discover how to make this really painful part, which is usually the part where people struggle the most in their businesses, how to make it something that actually is beautiful, right? So, I'm Ugli Ventures because business can be ugly sometimes, a lot of the time, but with marketing systems in place and sales systems in place, that's really the key to turning all of that ugliness and stress and anxiety about sales and revenue or whatever, into something that you can get excited about, something that's actually a beautiful part of your business, and that's been my mission. My major mission for now about 10-plus years has been helping women to build what I call scalable marketing machines in their businesses. Right? How do we get things flowing and pumping in a way where we're not totally overwhelmed by marketing all the time, that we have a system to manage it, and it can be a part of our lives, where our creativity comes to life, and we can get excited instead of what most people feel when they think about sales, marketing, which is pain, ugly. Which I'm sure you are keenly aware of, with clients you've worked with, and maybe inside your own business, it's ugly, sometimes.
Pualena 03:52
Absolutely or like, sometimes it's like, oh, you're kind of cute. I'm excited about you today, and then that day passes by, and you're like, I'm going to do this every day for 30 days and build this habit, and then tomorrow, you're like, I don't, I do not want to touch that. And that's how.
Victoria 04:10
Why am I like? I think if, if you're not questioning, like, Why the hell you're in business at least a couple times a month, you're probably not doing it right. Because it is hard. And the the thing that's very true because I work primarily with businesses that are growth startups and scale-ups, and the phrase new level, new devil is complete. It's so true, because in marketing, especially, like, as soon as you find something that's like, working right, and you've got, like, your team and your systems in place, like, sooner or later, everything's going to break. And actually, that's part of the growth process. One of the founders and mentors that I that I've worked with, Dan Martell, always used to say, you know, if all of your systems are not breaking every six months. You're not actually growing. You're not getting to the next level. And I really have seen that in practice with a lot of the businesses that I've worked with. You know, if you're trying to, you know, and it doesn't matter if you're trying to build like a lifestyle business, but you want to reach that revenue level, or if you're trying to build an empire, that growth process, like every year you're on business, you're gonna learn more, you're gonna get better. But just because you're getting better doesn't mean that it's like smooth sailing and funnel time.
Pualena 05:32
This is very reassuring. And so you mentioned, you were like, Okay, so you've got your team, you've got your systems, and things are kind of like, you're feeling good, and then things will break. In my experience, I feel like people to get from the point where you're like, doing everything yourself and feeling like, okay, something's got to give, or else I'm going to just play bankruptcy and throw the towel to the point where you have a team in systems like that's a very big it doesn't have to be a long period of time, but it is a heavy chunk of time where there's a lot of like, what exactly am I doing? Who am I supposed to be hiring? What am I supposed to be off-boarding? I am too much of a control freak to let anything go. What do you have to say to people who are like, sort of navigating that space right now?
Victoria 06:26
Okay, well, this is my absolute specialty. So the, and this is the this, I think, is the critical pass for anyone that's trying to get to another revenue level in their business. So, this is a critical pass. Let's first talk about what everyone usually does that makes them want to pull their hair out. So what everyone usually does is they look at like their frazzled agenda and their frazzled systems and all of the stress and anxiety that they're under, and they're just like, I need some help. And they just kind of, like, start hiring some people to just do stuff in their business, without a real strategy behind it, and without any real habits and systems in place for kind of, like, getting everyone on the same page and understanding, you know, if people are kind of doing what they're supposed to be doing, like no real, like, management system in place. So this is where a lot of women come to me, and they're just like a like, they say things like, Oh, I've hired X, Y and Z before, but like, it just wasn't working. That person didn't work. It was, it was a waste of money. There was no ROI on it, blah, blah, blah. So the reason why this happens is because I think as entrepreneurs, we are very optimistic, and we put a lot of faith in stock in folks that are going to kind of come and execute things in our business. But those people, even with the best of intentions, a lot of times, our budget doesn't really warrant folks that actually have a ton of experience. So we end up getting executors that, like, you know, you give them a task, and they're going to execute it really well, right? They'll get stuff done. But what ends up happening is that, because we're not building from a place of strategy, we tend to have, like, a lot of disparate things happening in our business, and because we're not building like a functioning, what I call the, you know, the marketing machine, basically, is that we're not managing it properly, and we're not having people talk to each other in the right ways. And we're just not we're not moving everyone in the right direction, in the same direction. And so one of my big philosophies, and is in this really applies to your business as a whole, but I focus specifically on marketing. And as a business owner, you need to step into the shoes of a leader in your business, right? You happen, and that's really like the domino piece that falls everything. But where we get stuck so much in marketing is because we're scared to invest in ourselves. This is such a mindset thing too. We're scared or we don't believe in our vision or ourselves enough to actually like put money on the table and make that investment. Many founders get stuck doing it all themselves, saying, I can just take that course. I can learn how to do SEO, or, you know what, I can just, like, build a site on Squarespace and, like, everything's plug and play. Or, like, you know what, I should really learn how to manage my own Facebook ads. And the problem is, is that it's just not realistic. It's not realistic that you're going to what ends up happening is, we know a little bit about a lot of things, but we can't do any of it well. And the minute that you decide, like, you know what, I'm going to get clear on my biggest contribution to my business, and then basic. We buy back your time as much as you can so you could be freed for making money, like having sales conversations, having networking, securing partnerships, like high-level strategy, that's what we need to be focusing on. But we're I think it comes a lot out of fear. So I would love to hear from you, because you're okay. Website is your domain. So how many times have you been situation where you had to really, like, unravel people that are have, like, Frankensteined, like a DIY website, and they, you know, it's kind of like you come to this point where, you know, it's either we throw everything away and start from scratch, or are there a lot of people that are like, just fix it and tweak it. Like, what are your is your experience with that?
Pualena 10:49
Oh my gosh, it's the gamut. But I would say very few people come to me when they first start their business, and they're like, I'd really like to start out with a phenomenal website. Like, nobody says that, yeah. So it's everybody's DIYs to start, which is great. Like, awesome. Do what you got to do, get your business out there, take imperfect action. I honour that, yes. So we are like, yeah, we're totally pulling apart. The thing that's really challenging, well, there's two things. One, when someone DIYs their website, a lot of times there's sort of inconsistent branding and sort of weak copy, and all these things that are very fixable, but it's almost like a work of art that sometimes they're really like, not super keen on letting go of. And so when we bring a design concept that is completely different. There's a lot of like, oh, oh, I didn't, I didn't think this was bad and, you know, and so there's kind of that, like, we have to sort of shift our mindset from you worked so hard to put this together, and you did a phenomenal job for what you had and what you knew, and now we're going to take it and make it work for you, but in order to do that, we have to, yes, we have to demolish the whole thing. You know, so.
Victoria 12:07
Yeah, and this is really such a critical inflection point for growth because there's many people like who take that imperfect action. You start like you, yes, when you're starting your business in the first couple years of business, you have to understand like, how am I going to even get people to my website? How am I even going to close those sales? Like, how, how, how? But when we get to the scaling part, right, we're really looking for what I call, or I don't call it. Other people call it this way, but we call it growth levers, right? What are the levers that you can pull? Because a lot of times if you've had some success in your business, you found like something that's working, but you kind of hit that plateau, and you're like, I don't know how to make more money out of what I'm doing now, or whatever. So we're kind of looking at those growth levers. Nine times out of 10, the hugest growth levers that I can see has to do with user experience on the site and conversions on home pages, and conversions on landing pages, and conversions on product description pages. Like, that's that's really so I think that this mentality of like, oh, I can just put it together. Yes, there's so many tools that you can put together. But what I'm always recommending for founders in that level, when we're analyzing the data, and I was like, listen, you can go, like, bust your hump trying to get hundreds and hundreds of more people on your website, or you can increase your conversion rate by like 2% more, and you can see the numbers like, how much more money you'd be putting in your pocket if you just invested in improving the conversion rates on the site. So most of the time, for people that are more established and they've been in business for a fair number of years, so they have their product market fit, or whatever. It's often I'm recommending we need to get, like, a UX designer in like a click rate optimization expert to look at these pages, because that's your storefront, right? It's like, are they gonna grab it and go to the checkout and finish their and, and I would love, I'm sure you have so many juicy things to talk about with this, but there's so many, like, little nuanced things, like people don't even realize, like the smallest time, like button color right, or like font size, or like bolding this, like that can make all the difference, and it takes an expert mind to know exactly what are those refinements that are going to make some changes. Do you agree?
Pualena 14:41
Yeah, for sure. And a lot of times, it's like we can take this, the emotion and the ego out of it, if we just look at the numbers like it is so easy, as you said, to analyze a page, pull your foundational numbers, make a couple of changes. And then two weeks later, look at the numbers again, and that alone will allow you to be like, okay, okay, you're right. Let's do this, you know. And it's, as you said, little things like, I don't know, a button that opens a new window versus keeps you in the same window. Like, these are things that are going to psychologically pull people further away from your checkout or further, or, like, closer towards it, you know? And it's, yeah, I love that is such a fun thing to do. And it's because, like, you love, you think marketing is really fun and sort of dissecting people's businesses. And a lot of people are like, I would rather do anything, yes, fix my website and do my marketing, which is also why working like investing in expertise and help is so great, because it's like, we love it. Let us love the parts that you hate.
Victoria 15:55
Let's go, let's circle back to this question, right? So there's this person that's like, I'm doing everything myself. I don't know where to invest. So we already talked about, like, what some of the pitfalls are. So, but where do you get to a point where you know who you want to hire? So there's, I mean, my background is as a fractional marketing director, fractional chief marketing officer, whatever. And I've had this opportunity to sort of all over the world, been tasked with building out the marketing programs for businesses big and small. And a lot of folks come to me at this moment, right this inflection point where, yeah, like, they've got some traction, and they now they really want to grow. And oftentimes they've got, like, a like, kind of, like a hodgepodge of people, kind of helping and contributing into their business. And what I do is always same four-step process for all clients that I work with, and I'm going to share with everyone now because I think it's something you can easily work out on your own, but it's a methodology that you can employ to kind of, you know, building on a framework you can follow for, you know, how am I going to build a profitable, like sales-focused marketing program, and how am I going to build, like, a lean, ROI driven team? So, if I am going to make some small investments, how do I know where to make them? So, four steps. It's first. It's about brand. Next is marketing growth strategy, team and leadership. So, I'll touch on each of the pieces. So brand first, the brand piece is really taking a look at your brand, your values, your mission, your competitors, your and especially your target client, and really making sure before you go on a growth journey or an investment journey, that you are absolutely clear on who you serve and the problem you solve. Many times, companies go astray because they try, in their effort to grow and scale, to just try selling, just to more different kinds of people. So and this is really a place where a lot of folks get stuck because they don't realize that they haven't, like, they've by no means stretched imagination, maxed out on their core niche, like their core avatar. They think like, oh, you know, like, I've gotten some traction here. I want to make some more money. So let's start like selling to men or selling to babies, or selling to dogs. Seriously, I've had, like, a, like an apparel company be like, let's sell to dogs. And it didn't work. And it's like, oh, because no one sees you as that. So, really honing down and making sure that you're clear. And this is, it's great exercise, but it's also an essential exercise to have documented before you think of bringing anyone into your business, or when you start to think, I want to get more serious about my team. So, I go through a process with clients, but again, just mapping out, like making a deck, making sure you have all of this stuff consolidated so you can communicate it properly, and there's no questions all this stuff. And when we've done all of that basic work, we really want to do an exercise where we're mapping what I call, like, the messaging matrix, right? Really this, like, what's this transformational statement? What's the transformation that you're offering to your clients and customers? And every brand has a transformation, even if you're a Dog Biscuit Company or like a like a CFO, whatever fractional CFO. But you want to have this transformational statement clear and understand what are the pain points and, how do you map them to the features of your product or service, or how you how you solve their problems. You want that very clear. So going through that brand exercise, and many people and listen, I've totally also been guilty of this where, you know, I had, like, a client avatar that I did like years ago, and did this work like years ago, and then, like, didn't look at it for like years. And many clients are the same like, but I forced myself to get into the habit of at least once a year on the yearly planning process that I go through is to touch stone on that, and it really because it drives everything you do, so brand, right? So, getting clear on the brand, the next thing you want to do before you hire anyone into your business is map out your marketing growth strategy. And this whole fourth part framework is the scalable marketing machine, right? But inside that is this marketing growth strategy. So, I call it your 24-by-seven marketing flywheel. Other people call it by different names, like a client journey, or a marketing funnel, or whatever. I conceptualize the 24-by-seven marketing flywheel as this whole process of, you know, from awareness, how people are first finding out about your business all the way into, you know, how are we nurturing them? How are we getting ready for them, ready to buy? How are we delivering an amazing experience? How are we putting systems in place to gather those testimonials or case studies or whatever you want, to map out that whole entire thing and make sure that you have, if, if you have, like, limited budget and team, I would say, make sure you have one solid tactic for each level of this journey, right? So there's six stages to the marketing flywheel. Make sure you're doing one thing at each one of these stages. So that means, like, one strategy for awareness, one strategy for engage. I have a resource that people can download that's walked you through this process if you go to ugliventures.com, so it's U G, l, I, V, E, N, T, U, R, E, S.com/resources, you can find a free guide called How to End Marketing Overwhelm, and walks you through all these steps, and gets there's tons and the resources page. There's also an audit you can do for your business. All that really helps get you guys in the right direction. But essentially, you want to build out this flywheel. And once it's built out, like all your ideas are built out. And this is so important. This is the really critical step. You want to look at the flywheel and ask yourself, Okay? First off, is anything missing in this process? Like, is there just, like, one piece that I, like, just totally forgot to do. Many people that I run into, they'll look at, like, for example, I have tons of folks I run into that, like, don't have lead magnets of any kind, right? Like–
Pualena 22:15
Guilty.
Victoria 22:19
Yeah. That's one of the things. And there's so many ways to conceptualize, like, a lead magnet, essentially, but it's sort of like, you know, it's like people are coming to your site. They want more than just, like a newsletter sign-up. You got to do it because there's so many wonderful things you can do for people that's like, going to get them thinking in the right mindset about brand or whatever. So you want to ask yourself, is there something missing here, right? And then that's your first goal, your first task to tackle getting this flywheel built out. And you want to ask yourself, like, well, do I have the resources to, like, do this properly, right? Can I do it myself? Do I need to get some extra hands? And that should be the first kind of inclination to inform who you might get to help you. But when you look at that flywheel, maybe you're like, oh, man, I'm really not. You don't like, I have no I don't have regular emails going out where I don't I'm not utilizing any kind of social platform to nurture, right? You realize, like, what's kind of the missing pieces? And then you backfill that way. So you're hiring people based on what needs to get done. And I also want to caveat this, like building out a full and thriving flywheel should be your main objective as a business owner, as a founder when it comes to marketing, nothing more than that. So, if there's any idea that you want to execute that does not fit into your flywheel like it shouldn't. You shouldn't do it right because we really want to make sure that our flywheel, even the basic one thing at each stage, is working before we try to tackle anything else. Because as marketers, we understand that like to get something to like work is often, like, a lot more difficult than people understand, right? They're like, Oh, I'll launch like a podcast, and then I'll make tons of sales to the podcast. Well, there's a ton to learn about podcasting. Like so many layers. There's like, what platforms are you on? What SEO for your descriptions, all of the links? How are you tracking the data? Like, how do we grow this? How do we get more? How do we promote it properly? So, many layers to all of these pieces. So, really focusing on one thing at a time is smart.
Pualena 24:35
Making money from a podcast is a whole different beast. That's like, not even like, yeah.
Victoria 24:42
Which sidebar I want to, speaking of making money sidebar. I have to tell you because I had another fabulous conversation with a marketer a couple of weeks ago, and she's about to launch a podcast launch, right? She doesn't have a big email list. She’s been marketing for a while, and. She never even launched an episode. Like, hasn't even released an episode yet. She's like, we already got sponsors. And I was like, what? How? Listen to this. Just, you're gonna freak out. You know what? She told me. She was like, just, like, asked.
Pualena 25:19
Okay, the greatest lesson of all time, right?
Victoria 25:23
She's like, I put together on one sheeter, and she didn't even have, like, of course, tons of metrics about her audience size or anything. But she was like, this is what I'm talking about. This is who I'm targeting, whatever. And she approached just softwares that would be relevant, like marketing software, because she's a marketer that trains marketers, so she basically connected with one of the software I think that she closed her first, I don't know, it's like 5k or like, I think even like, so she closed one or two of these deals or whatever. And anyway, she's launching her podcast with like, 15k in sponsorship. And I was flipped. She was like, I was like, what a wonderful lesson for life, right?
Pualena 26:09
Absolutely, wow. I take back what I just said, making money on podcasts. All you need to do is ask.
Victoria 26:18
She was like, you know what, I went into it with no expectation, and let me tell you. But truth be told, I don't know behind the scenes if, like, she had her best friend working at, like, HubSpot or something. I don't know, but it was a good lesson. She was like, I just put it into the universe. I asked. I didn't expect anything in return, and people just said yes without, like, batting an eye. I just maybe it's luck or whatever, but I truly believe if you don't ask, so it's just another nice sidebar. So we're talking about the team. So the other thing I want to talk about with team is, I think people get very overwhelmed thinking about, like, have to bring on, like, retainer people forever. And when you build out this 24-by-seven marking flywheel, and you look at it, and you really are clear on what are the pieces of the puzzle that are missing, and you need help. Most of the things that are there, you can do easily with just on a project basis, with people and I and again, like, I think people get really freaked out. So let's look at like social media, for example, because that's one of the places where a lot of people get stuck. I learned from a mentor that I worked with. I mentioned before, Dan Martell. He had a he has a phrase, and it's called, I don't work with you till I work with you. So this is so useful, because with marketing folks, like, if you're on Fiverr, you're just kind of like randomly trying to find people. You don't know what it's going to be like to work with them. You don't know if their quality is going to be so great, whatever. So employing this tactic, which is, I don't work with you till I work with you, is really good for social media. So this is how I utilize it, because I hire a lot of social media managers and help folks find social media people to help in the business. And what I would do is I would say, Okay, let's find someone that has relevant experience, and we like their esthetic, and they seem like they're growth-minded or whatever, and let's ask them to create, like, 12 or 30 days worth of posts. So a lot of times you can just engage people for like a project, and you get like, like a deliverable from them, right? And so when you're doing that, I say, like, what pay attention to the process. So it's like, how is it to communicate with them? Did they take your feedback well? Did they deliver things on time? How was the quality of what they delivered? And when they deliver, like this, this group of posts to you and this stuff to you. Then you know, if you don't have someone to help you, you can schedule it whatever, let it out to the wild and see how it does. And you've got 30 posts there. If any of them are winners, well, you can repurpose them, right? So now it's okay, let's use them now. We can go back to that same person, or we can go back to someone else a month later, or two months later. You can parcel them out, whatever, and you can maybe get 12 more posts, or you can get 20 more posts. So you don't have to have a full-time or even a part-time whatever social media manager all the time. There's ways that you can get really quality content out there and just pay content creators to do great work, or copywriters, or whatever it is that you need. And it doesn't have to be a full team, as long as you're as long as you're organized about it, right? And it's such a great hack, because I have to tell you, I've done this so many times, and I call it like a test project. But one ends up happening is that you really understand, like, who are the going to be the great assets in your business that's going to really drive, like, ROI versus who are kind of like the duds that are just doing the bare minimum, and they're just very distracted, because hiring someone on a retainer, it's like, you onboard them. You do this, this, but in a project basis, it's like, you know what? I'm just going to tell you exactly what I need, but it's get you up to speed on my brand. And a lot of these folks can, you know? They can deliver their best quality work and in a bundle, and you can do without what you need.
Pualena 30:06
I love this so much. I love it because it removes the pressure to have to, like hiring in and of itself, feels huge like I have to write a job description, I have to interview a bunch of people, I have to make a decision, and all of that time and effort for someone that may or may not work out, and a lot of times, I'm sure you've seen this, people end up not working out, and it may not be because they're the wrong fit, but with all of that, in addition to all the things that you're doing to keep your business afloat, you're not actually hiring well.
Victoria 30:43
No. And the project basis, the project thing is so great because when you're in project mode, it's like, it's a container. So it's so much more organized. Rather than bringing someone into, like, the chaos of like, your mind and your whole business, you get to engage. You get to think, you get to learn about each other inside this container with this one deliverable, with this one objective. And if this person ends up doing really great things, and you maybe, and you have the budget, you end up maybe working, you put a little bit more on their plate and a little bit more on your plate, and they see what they can handle. So you're sort of testing the waters, and your mentality is different because, like, if it's like day one and you hired a virtual assistant to work full time in your business, and it's a real stretch for you to afford this person, and you want them to be, like, up to speed on day one. Just like, not realistic, and that's where a lot of people get so discouraged. So the mapping out that flywheel is really going to tell you, what are the few things that we're going to do? And I love to work on the 90 day sprint. So it's kind of like in the 90-day sprint. If I were to pick one of the things on my flywheel that I need to do that doesn't exist, what would I do and turn it into a goal? Right? That could be right. But the other thing is, once you do have your flywheel out, built out, and this is really a lot of the folks that I'm working with that are trying to get to that, that next revenue level, right, trying to get for that six to seven figures that oftentimes is about once your flywheel is built out, your only next job is to optimize it. And that's where folks like you come in, because that's where you're really looking at conversion rates of all of the things. And it's become then you have to kind of put on, and whether you like it or not, you have to find it inside your soul to become data driven. Because any business owner nowadays like there's so much available to us, and if we engaged with the data and we were comfortable with it, we realized that it could help us so much. So, once the flywheel is built out, we want to understand, well, how is everything actually performing on each one of these stages? Is there room for improvement? And it's not until we're in a place where we feel like we've cracked the code and that particular thing we're doing, like, we found a lead magnet that's working. Or, like, oh, you know, our landing page is doing pretty well. It's not until we feel satisfied with the performance that I would allow myself or anyone else to, like, start doing more things. One question that I always get, which I think is interesting to double click on, is, how do we know if something's working or not working? So one of my other tips that I love is, you know, establishing benchmarks for performance. And in every industry, you can easily Google, or there's some tools like, like, I think it's Sumo, or, you know I'm talking about, there's some tools I don't, I mean, a simple Google search, or even, like, a good conversation with ChatGP T asking, like, what are some common conversion rates for, you know, like, whatever your business is, BtoB, like SAS company, or for, like, a Candle Company or whatever, what's like, a common conversion rate for like a check, like abandoned cart, or all of these things like this information lives on the internet, and it's easy to access. You just want to make sure you're looking at your vertical right, that you're like, looking at what your industry standards are. And then that brings me to the last piece, which is leadership. So once you've kind of got clear on your brand, you've mapped out your marketing strategy, you've gotten the hands in the team, like their hands, to kind of help you on the key things. The last, most important thing is we talked about this at the top of this is like stepping into the leadership role, right? And this is all a mindset thing where it's like, okay, I don't need to be just doing everything. I don't need to manage every task. I need to manage, not even manage, my people. I need to manage outcomes. That's where everything starts to change. Because, when you have a clear idea of what are the targets? We're like, where are we aiming for? And this is where I guide people into. I'm not going to give this to anyone right now because a little bit advanced, if you haven't done all of this other work, but I guide people through creating their marketing scorecards. And if that's like a scorecard, seems like, Ah, it's too corporate or whatever, I would say, get a Google sheet and just pick, like, three metrics that you could be tracking and getting used to tracking each and every week that you look at. Like a lot of the metric and data like conversion is just like it's just think of any other thing. You just have to get into the habit. It's really not that off-putting. If you just get used to opening, finding the numbers, filling them in, and looking at them each and every week, honestly. But when you have your team in, you want to be looking at those numbers with your team, and you also want to be setting some targets for your team. And when we look at targets, I look at them in two different ways. We can look at quantitative targets and qualitative targets. So let's take the example of a social media manager because a lot of people are like, I don't know how to set targets. Well, social media manager, they have two sides to their business. They have the operational side, and then they have the creative side. So the creative side is like, well, how many posts went out, right? And how did those posts perform? That's like quantitative data. We can say how many impressions came on these posts. A lot of people are tracking that for their social but the quantitative data is, what are the actions that I want people to take? Maybe I want my social media manager to comment on 50 people's or 100 people's posts per week because I want engagement. So I want them to be commenting on other posts and building community because that's a huge part of the job for a social media manager, and so our scorecard could be tracking those things right, just making sure that people are doing the things that they need to do. So they're kind of just, they're set in the right direction. They know what success looks like. So the leadership piece is getting your team, or even your one person, or even yourself, because you have to learn to lead yourself as well in on a weekly marketing meeting or like a CEO date or whatever, however, you call it, but a place where you're sitting, you're looking at some key metrics, and you're asking yourself, what's working and what's not working.
Pualena 37:33
That's beautiful accountability, also. It's kind of addicting, like if you start to see growth when you all of a sudden, you can't wait to pull these numbers.
Victoria 37:43
Yes, but I'm gonna tell you what is even more important: it's all those weeks that you're pulling the numbers, and you're not seeing growth. Because I really think that in order to get to the solution, like, let me tell you, it sucks to be pulling those numbers and being like my list is not growing, like my posts are not doing anything, like I’m not making any sales, that you set some lofty goals and you're not hitting them. But that pain is so necessary for us because you know what's going to happen the rest of the day after you look at that data or the next couple of days, while you're taking a shower, while you're making dinner, while you're doing the dishes, while you're folding laundry, you can be like, how am I going to crack the code on this? Like, what's it going to be? And then what happens is you start saying what you know, who, what I do. Because I really trained myself to get out of the, I'll buy another course. I'll buy another course. I'll go and do it all myself because this is training. I start saying, what conversations can I have with people? And I will bring people in. And honestly, it's like I've been in situations where I found, like, experts in one thing I'm trying to crack the code on, and I'll pay for an hour of their time. Maybe it's like 100 bucks. I've paid like, up to, like, 200 bucks an hour just to, like, have, just to talk with someone that has achieved something that I want to achieve. So anyway, the pain is necessary for you to start putting those puzzle pieces together, because without it, but most of us do, and I also have done in my own business for many years, because it's like, if you're a service provider, it's, it's usually very easy to, like, put attention to clients and stuff, and not your own business. Not your own business, right? But I just, and it's sort of like, you don't really look at it, and like, there's no, you don't really feel that pain, because you're just like, Oh, whatever. Like, just keep pushing forward, keep looking for whatever. But you're not doing like that, that, like, post mortem, kind of of like, Okay, put something into the world. Let me see that question of what worked and didn't and didn't work is the most critical question, I think, for anyone trying to achieve anything in their lives, right? Whether you're building, losing weight or trying to be like, you know, better parent or learn Japanese or whatever you. You have to ask yourself these questions because that's gonna, that question is gonna trigger something inside you. You know.
Pualena 40:07
Absolutely, and it's something, I mean, I'm guilty of this too, where, like, if you post if you do an Instagram post, or you like, finally finish a landing page, and you click Publish, and you're like, I'm done. I did the thing. Moving on to your point, you're not actually done with the thing. If you want the thing to work for you. If your goal was to just do the thing, then you're done. But that's usually not people's goal.
Victoria 40:38
Yeah, that. So the thing is that I also think it's really important, I believe, and everyone has to find what's right for them. But I think that the weekly cadence is really key because a lot of people, what other things that I also feel guilty of is like, you press, publish on something, and you're like, refresh, refresh, refresh, right? That also is not helpful, right? Like, how many posts, how the likes, or whatever, or like, if you like a sales sequence, right? Or you did like something where you're trying to say, like, put people in the funnel, it's like, did people buy? Did people buy? Like, did the landing page, whatever? So, the weekly check-in is important. And I think that for social, I think also, or like analytics or whatever; there are some things where, like, even a monthly cadence is a better thing to, like, zoom out and look at different data, but looking at your core metrics once a week, I think is, is a game changer. And for all any founders that I've worked with that have done incredible things, this is, like, the one habit that is like that. I see the differentiator between folks that have really been able to push and drive growth in their business versus ones that have kind of floundered any like, I can always tell the ones that's really sharp, and on top of it, they're like, I look at my data every week. It's like that success habit that not a lot of people talk about, I think, but I think it's, it's definitely a differentiator.
Pualena 42:03
Yeah. I have not chatted about that on a podcast, really, unless we've been talking about, like, Ads, data or, you know, like the things that everybody tends to focus on, like the things that you're putting money towards, where you're, like, I need to optimize this because every click costs me money. This is free data, and yet we hardly look at it.
Victoria 42:27
Yes. And that's where I think a lot of there's all the big mistake I see making is that usually the only people that are held accountable for results in any kind of team, like, whether it's a VA or social media manager or an Ads person, the Ads person is the only one that's held accountable for their performance. But what I see as being a game changer in getting actual traction in your business, you have to hold everyone accountable and don't feel bad. So some people, it's like, oh, it's just like a freelancer. I don't want to bring them into a weekly meeting, or I don't want to do give them quarterly goals. But let me tell you, I can tell you with like utmost confidence that they want this. They want to know what success looks like to you. So having that scorecard and having them be held accountable for reporting the numbers as it relates to the work that they're doing is not only going to make them better at what they do, it's also going to start that question cycle for them. So if they're like, Oh man, I had a target to get 20,000 impressions this week on all of my social posts, but I only have, I only got 2000, they're gonna feel crappy, probably, and that's not that's fine, because you know what's gonna happen. While they're doing the dishes or folding the laundry, they're gonna say they're gonna be working harder for you to say, how can I get more impressions on this post? They're going to google it; they're going to find maybe coaches or mentors. They're going to get better, and they're going to do better for you. But if you never ask the question, or if you never show them what they're aiming for, they're just going to go, just delivering whatever it is, because most people they work with are completely happy with that, right? If you're really trying to build something and grow something, that's the differentiator. And I've been and listen as a sidebar, like, with the data stuff, I talk about data a lot, but like, let me tell you, when I was working first with, like, some pretty high-level founders, I would like, literally scream cry after the scorecard reporting meetings like it was so stressful. It was so scary at first because if you have, like, an investor or like a key stakeholder like grilling you on the numbers, and you just don't know what to say, or you'd have to be doing quick percentage math quickly, or whatever. And. Yeah, it's so stressful. But through those experiences, I learned to get comfortable with it. And you don't need an investor yelling at you to do fast math on percentages to get comfortable with it. That was like my path. But it doesn't have to be that way. It really is just like I got comfortable from it, from just the repetition of it, and it just wasn't so scary. And then I started getting curious, like, oh, like, you know, these, these acronyms like, CAC and ROAs and all of these terminologies, like, really, like, it got me curious to say, Okay, what's the formulas? And for many years, I had the formulas on an index card, like taped to my computer just so I could be on it. And those numbers are really important for business owners because you want to know your lifetime value of your customers, and you want to know your client acquisition cost because that's money in your pocket kind of stuff. So, you know, it takes repetition, and it's not if it doesn't come easy to you, there's hope. Don't worry, because I was, like, so far away from that when I started.
Pualena 46:05
I love that. It's so reassuring and refreshing to have a conversation about something that is usually very people are just number averse, like the numbers are scary, and I am also that way. You know, if we're looking at something, you can't, what is that quote? You can't manage what you don't measure. And it's like weight loss, budgets. Like you want to save money, you want to buy a car, you have to budget. How are you going to budget? You have to look at your bank account and your spending. How are you going to grow your business, looking at your numbers? And it's, I would say, like, there are actually not that many numbers that you really need to be looking at. And I've seen, like, people just try to make the list as long as possible, like, what could I possibly track? And instead looking at like, what are the key indicators that you yourself need to focus on in your business, and that could be really different from what other people are focusing on. What are some of those that you might see similarities from industry to industry? Or what are your thoughts on that?
Victoria 47:13
So, the marketing scorecard that I use is set up very specifically. The top section is for the overarching highest numbers that are really going to only is really the only numbers that a business owner or founder is really going to be paying attention to. So that's things like, you know, tracking things like website traffic, looking at leads coming in, looking at sales or sales calls that are booked and then tracking really those conversion percentages. I think it's really, really important to understand conversion percentages because just looking at the number without understanding the conversion percentages it doesn't really tell you where the problem is because conversion percentages is an indicator of like, really, is it something's working or not working? Because if you have, like, a, you know, .01% conversion rate on when you get on a sales call with someone, you better understand that maybe you're not doing a sales call too well, and you need to learn how to do better something like that, right? So the conversion percentages really tell you, like, a great information, but then below that, so then I've got, so that's the top section. Those top kind of I hear, I heard it referred to as, like, North Star metrics, right? Like, what are the few things that really move the needle? Then, below that on my marketing scorecard. Then I break it down in and it follows the 24-by-seven marketing flywheel. So I've got like, well, what are the things going on in the awareness stage? What are the things going on like in the engage phase? So we look at the lead magnets, and we say, Okay, how many were downloaded this week? Right? Did anyone book a call from that downloaded it, whatever. So you kind of, I look at each of the marketing activities that are going on, and then I break down some key results for those activities and conversion percentages, but those, that section is really just for the people that are executing, and you want to keep it as tight as possible, because a lot of times when you're pulling all that data, a lot of people just pull the data, and then they go like they go cross-eyed, and they don't even understand any of it, and they don't really glean any insights from it. So what I love is on the marketing scorecard is like, there's a little section for, you know, your weekly newsletter. So whoever sends out and puts together weekly newsletter will be reporting on that number, and then they'll say, Okay, well, our click-through rate was this, oh, you know, our unsubscribe rate was a little bit high, and you as the founder, be like, well, that's interesting. Like, tell me, why. Why do you think that happened? Right? And you get them used to reporting on the things that they're working on because, again, if things are not working for them, they're going to go back into their world, and they're going to feel frustrated. But that frustration is good. It's a good thing. It helps push us to the next level. And so us, when we look at leaders, like, how do we manage outcomes, instead of managing tasks and people, no one likes to be micromanaged, right? We manage outcomes by paying attention to these numbers and holding our folks accountable to some numbers. And you know, either against benchmarks, so we understand what the benchmarks are. Or if you just start gathering data, you know, just like, over a couple of months, without putting targets in, over time, you can start seeing a little bit of a pattern. Or you can say, okay, maybe this this month. Let's try to get like, 10 more followers than we did last week. Let's see that last month. Let's see if we can do it. And you just go little by little. It's not about having like, the perfect target or the perfect number. It's just saying, how are we pushing the edges of the status quo when it comes to sales and marketing our business and we always should be looking to just be a little bit know that term like 1% better every day. This is how you operationalize it because business doesn't work, like, it's very rare that it's like a windfall happens and like, the next day you've got, like, a multi-million dollar business, right? It's just these little 1% changes, like each and every week, or each and every month, that really, at the end of the year, compounds to be something that's very powerful.
Pualena 51:19
This, I hope, is an episode that reaches far and wide. It's kind of that thing, and you bring such a refreshing energy to it as well. Where it's this, it’s a very, people are always looking for the hack. And I think this is the hack like, this is the thing that we've heard about that we haven't done yet, but we think we know it's a good idea, like, listen to this episode. Go to ugliventures.com/resources, download them all. I'm about to and–
Victoria 51:53
They got a lot of good stuff in there. Yeah.
Pualena 51:56
It’s, I mean, you, it's so funny. So before this episode, I watched, you have a free video on your website. Everybody should watch that also. It's fantastic. And I was like, Cool. I'm gonna interview Victoria, and then I'm gonna hire her. So, for those who are thinking the same thing as I am, where can they find you? How can they connect with you? And what are some incredible things that you could offer to people who are ready to take that next step with you?
Victoria 52:24
Thank you. Well, okay, so first and foremost, I hang out on LinkedIn. That's my that's my jam. That's where I really like hanging out. So if you have any questions or you want to kind of follow my journey, you can go onto LinkedIn. You can DM me. I love chit-chatting. Love interfacing with any marketing issue. But, yeah, I work with people primarily in two ways. So first, as a fractional chief marketing officer, which is really like a done for you model, right? Let me come in and take over your marketing department, and that's great. But what I have found is so many women in my networks, into my community, we're not ready from a revenue standpoint, to even hire a fractional marketing director, and it didn't make financial sense in their business. So what I did was I packaged up everything, all of the systems that I use for brand, for marketing growth strategy, for building a team as detailed as like SOPs and job descriptions and all of that stuff, my marketing scorecard, all those things inside the scalable marketing machine accelerator. So people can go ahead and join the accelerator, get a marketing director in their business. Because we, I meet with my cohorts, and cohorts are no bigger than 10 at a time. We meet every single Friday. So it's like the marketing meeting for the founders, they come to me. They get to, of course, like hear what's working and not working in other people's business, which, when it comes to marketing, which is very important. But they come to me with, we talk strategy. They bring their scorecards. I look at their specific data, I look at their ads. I analyze their things. So they have a marketing director to ask their questions to that has my experience and all this thing, because so many, so many folks that are building businesses, they just don't feel confident, because they're not, they aren't marketers, right? But they know how critically important is for their business. So, if that's interesting to you, working with me inside the accelerator is sort of the most economical way. It is, of course, an investment of time, is investment of money, of course, but it's, in my experience, a way to really leverage expertise, get to the next level of your business in a cost-effective way, you know, without having to kind of pad up your team with really well-experienced people to execute all of the things right? One of my huge pillars of what I do is lean, ROI-driven team, and all of the ways we can get what we need for sort of the minimum amount of money. So that's me. So yeah, and heading to ugliventures.com, ugli with an I/backslash recourses. There's tons of stuff, but from what we talked about today, I think the most, really, one of the most important things. You know, aside from the brand, is really that 24-by-seven marking flywheel. So one of the guides walks you through that. I would look at that first, and then afterwards, there's an audit, which is really just like, it's a dynamic template that you can give yourself a score for every level of your flywheel. And then it's going to give you, like, Are you a D at the awareness phase? It's going to point you in the direction of the thing you should focus on first in your business because some sequencing is very important, and that's where a lot of us get stuck because we kind of just want everything done, like, right now, and to prioritize and like, eat the whale, bite by bite, is kind of how we have to approach business because you're not going to get it all done in a month or even a quarter. You have to have that long-term vision, because these things take time, like building a website, everyone thinks it's going to be done in a week and a half. And in my experience, that never, never, ever, ever, ever, is a quick process, because it's an, you know, anything that that is important. I think it needs to take the necessary steps, right, not to cut on corners and slash–
Pualena 56:06
Say it again for the people in the back.
Victoria 56:11
Exactly. This has been such a joy. Thank you. It's so lovely that you've got amazing energy. This has been such a great experience. Thank you.
Pualena 56:18
Oh my gosh, likewise. Thank you for sharing so openly, and you are a unicorn in this space. I hope so many people get in touch with you. You have so much to offer, and you really, I think, are a lifesaver for businesses and businesses that need to exist but are struggling for all the reasons that we just all don't know what we don't know, and thank you for doing what you do and helping people in the way that you do.
Victoria 56:44
Thank you. Thank you. Well, I hope we get to work together in the future. I can't wait to get you building some websites for folks in my accelerated stuff because your work is amazing as well. So and very, very important, as we talk about today.
Pualena 56:58
Well, thank you so much. Yeah, let's stay connected. For sure.
In a world where video content is everywhere, how do you ensure your voice is heard? Keri Murphy, the force behind Inspired Living, joins Pua to reveal her top strategies for standing out in a saturated video landscape. With over three decades of on-camera experience, Keri emphasizes that authenticity and connection are the foundations of success on video. She discusses the pitfalls of "performing" instead of simply being yourself and offers invaluable advice on showing up as the real, unfiltered you.
Throughout the episode, Keri and Pua cover how to combat imposter syndrome, understand the nuances of audience engagement, and identify which platforms best suit different business goals. For entrepreneurs new to video, Keri shares essential tips on lighting, sound, and equipment, advising listeners to start where they are and focus on developing a clear message that resonates. Whether it’s video strategy, content planning, or overcoming self-doubt, Keri's insights equip listeners with the tools to confidently step in front of the camera and make a genuine impact.
About Keri Murphy
The CEO and founder of Inspired Living, Keri Murphy, is committed to empowering people all over the world to “Dream it. Live it. BE it!” This international speaker, media expert and business mentor honed her expertise in the entrepreneurial field for over 20 years and on-camera for over 3 decades. Her company specializes in teaching entrepreneurs how to clarify their message, authentically show up on camera and leverage video in order to build an influential brand.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Keri Murphy | Inspired Living:
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Transcript
Keri 00:00
That imposter syndrome, that who am I to show up I don't look young enough, pretty enough, sexy enough, thin enough, whatever it might be. And that lack of feeling enoughness is truly, listen to me. It is truly what keeps you from your greatness.
Pualena 00:21
Keri Murphy, welcome to the podcast. I am thrilled to have you today and welcome.
Keri 00:27
Thank you so much. Happy to be in your presence and to be on the show and share some good stuff.
Pualena 00:34
Amazing. Well, let's dig right in because I was looking at your website. Thank you for sending that one sheet. We were introduced by a mutual friend, and it's funny because we just met, but I feel like I know you, and I just love your energy. I love what you teach. I love what you provide and the services that you provide to people. So I'd love for you to just share, who are you, what's your business, and how do you serve your audience?
Keri 01:02
Yeah, that is the great thing. When you connect with good people, they connect you to good people. And it is like that energy. You're like, oh my god, I love you. Where have you been my whole life? And I'm always like, okay, yeah, we'll be for your business too. And that, by the way, is how businesses grow organically. Now at Inspired Living, we teach you how to show up authentically, how to craft a compelling message, how to show up and be, you know, confident and clear and convicted with your message so you find the right fit buyers online. And you know, I grew up in entertainment. I started being on camera when I was 11, so that was many, many years ago, and I've really been a serial entrepreneur. Started my first business in my early 20s as interior design, and then I bought a talent agency I went through as a little girl, got that to almost a million dollars when the last recession hit, and I bottomed out, and I had the opportunity to recreate myself. And through that, who is Keri, kind of exploration that I went on, I had this aha moment that so many of us entrepreneurs have that is, oh my goodness, look what I can do. And that moment for me was back in 2011 I was watching a coach online, and it just lacked realness. Pua, it like it just she just wasn't an authentic version. I could tell she was a character of herself, right? Like she was performing instead of just showing up and talking. And it was that moment that I was like, Oh my gosh, huh, I've been on camera at that point for, you know, 20-something years. I've been an entrepreneur. I've always used video in my businesses. Before online was even a thing before, coaching was a thing before, you know, we had access to these billion dollar assets called social media that we have today, and so it was like, Oh my gosh, I can teach people. I really, and that is my gift. Not only can I see what's possible for people, but I really can help you articulate who you are, really get grounded in who you want to be, and then help you create a platform through video on how you're reaching the people, and really, at the end of the day, making the impact that deep down in your soul, like you just feel called to do big things. You're not someone who just wants to be an influencer or make a lot of money for the sake of making money at Inspired Living hence the name like we really attract light workers, like people who really want to make a profound difference in the world, they feel called to like, serve and share. And you know, reciprocation is the more people you serve, the more money you make. And so do good, feel good, be good. And video is the conduit to creating that in my world.
Pualena 03:37
Oh my gosh. Epic. Absolutely incredible
Keri 03:40
That was the condensed version of–
Pualena 03:43
I was very good. It's very good. I can tell that you have been on video before. You are a natural. You said something that was really interesting to me is the sort of the the way that we can feel authentic, authenticity, or lack thereof, via video and sort of somebody showing up as a performative version of their true self. It made me think, because, like, when I so for us right, like we're jumping on camera right now, I'm, you know, I've had a little caffeine. I brush my hair like I almost feels like a performance where I'm preparing for this interview. And I'm not this animated when I'm, like, on the phone, you know, or like,
Keri 04:39
What, you’re not?
Pualena 04:40
Maybe I am. You know, so there, I do feel like there is a little bit of a performative feature, I guess, to video. So where does that line? Where do you where you kind of see authenticity and like Alter Ego who shows up on camera, versus somebody who's just totally faking it?
Keri 04:59
Yeah. Gosh, I love this question so so much, because there is a professional version of ourselves.
Pualena 05:04
That's the word.
Keri 05:06
Let's be real. I put on my concealer. I even put on a little lash for you today, like there is a version of me, my professional version, where, yes, you could absolutely catch Keri, you know, in her sweats and baseball hat on my social as well. But when I'm showing up as an authority, an expert in what I do, I'm gonna dress the part, because that's part of positioning and creating that authority is showing up as that person. So brushing the hair, doing what you need to do to feel good, I think, is really important, especially we work with so many female entrepreneurs Pua, and it is like, you're not going to roll out of bed and put your hair in a messy bun and, you know, say, I'm going to go out there and, you know, teach something or get more clients today. It'd be the same as if you were going to a networking event. You know, you dress up a bit, you put a little bit more effort in. And I don't think that is the same as performing when you are on camera. And I used to be a TV host for many years as well, you know, on the side of my businesses, and I would perform, and I remember certain videographers being like, okay, Keri, like, let's take it down a bit, right? Like, hi. It's like, my girlfriend, she's also on my team, Kelly Day. She's our head media coach. And when she started out as a reporter, it was like, Hi, I'm Kelly Day, and welcome to the news. And you start like, you get right? You kind of get this bravado, and I have to act as if, but when you do that on camera, and by the way, her greatest epiphany was having a consultant say to her, like, be you. Like, just talk as you. People like you. You don't have to pretend to be a reporter. And I think what happens Pua in our businesses is we feel like we have to put on this facade, which is exactly what I saw almost 13 years ago, of this. And it's not fake. It's just not real, like, you know, like, it's an outward projection of who you think you need to be to get the likes, to get the engagement, to get the buyers. And it's actually what I always say, it's the kryptonite, because if you're not authentic, especially now, you know where there's so much noise, and back when I started teaching people how to be on camera, there wasn't a lot of people doing it. But now everyone, especially after 2020 like we've all jumped on the video wagon. We all understand the power and the purpose behind our videos, and it's the only thing that you have that is unique. It's not your words, it's not your what you do, right? It's not even like your story and your background. It's your delivery. It is how you show up, how you, you know, articulate, what it is that you do. And then, of course, your innovation behind how you deliver it is important. So with all that being said, it's a muscle. It's something we have to break with our clients, because we do tend to get into performer mode, or like, Sasha Fierce mode, right? Beyonce has her alter ego. Like, this is my on-camera person, and this is the person, and we just help you bring them together. Like, yeah, there's a professional version of yourself, but that person shouldn't be a complete, you know, opposite of who you are in real life. There needs to be congruency there
Pualena 08:11
That is powerful. And I think it relieves a lot of pressure, right? Because people are like, Oh, I can show up as me and share.
Keri 08:20
Which sounds easy.
Pualena 08:21
Good point. Tell me about it.
Keri 08:23
It's actually easier to put on the facade. It's easier to act; it's easier to be over-animated or to act like a reporter because then you actually put up a shield between you and the people, right like I said, it is your kryptonite. It will be the thing that actually slows your business. However, it is safe because if someone doesn't like you, if someone you know wants to throw shade, or, you know, smack, or whatever, you can be like, Oh, well, that's the online version of me, and it almost keeps you safe, but it's not real. So the people that you are attracting aren't your right people, and then soon you're serving people that you're like, why am I working with these people? Or you just get really tired of pretending to be something you're not or projecting to be something you're not. So there is Pua, such freedom and liberation and just being like, Screw it. I don't care. I'm gonna be all of me. But that takes time. It's taken me years, like I'm in my late 40s now, and though I don't give a far fig new again, what you think about me now, there's always that middle child that wants to be liked and loved and like I don't, but I've gone to a place where I know I'm really good at things. I know what I'm not great at, and I'm just showing up to help the people that want my help. If you don't want it, I'm good. I am. There is someone else for you. I am not taking it personal, but when you're starting a business, are you kidding me, or even the adults I work with that are in their 40s, 50s and even 60s, that imposter syndrome, that who am I to show up? I don't look young enough, pretty enough, sexy enough, thin enough, whatever it might be, and that lack of feeling enough. This is truly, listen to me. It is truly what keeps you from your greatness. Wow, that's all I have to say for today.
Pualena 10:08
I mean, yeah, that's all I need to hear. Really, I think it's, it's sobering and–
Keri 10:17
But it’s also refreshing, isn't it? Though, totally, I am enough.
Pualena 10:22
I am enough. Like, just let that sink in, and all of that weight kind of lifts right away, yeah.
Keri 10:28
And the more I pretend, the more I keep my greatness away from me, you know. So I am and profitability, by the way. So, yeah.
Pualena 10:40
We have a client who is a, he's a, it's hard to put him it to categorize him, because he is just amazing at so many things. But one of the things he teaches is to really just like thriving through imposter syndrome, rather than figuring out how to like avoid it. And he calls imposter syndrome, perfectionism, all of these things that kind of show up when we start to put ourselves out there. He calls them saboteurs, and it's it's interesting the way he talks about them, and he kind of humanizes those qualities. And it's natural, we all have them. And as you said, these are the things that sabotage our progress, our growth, our profitability.
Keri11:26
And, you know that too, Pua, when you know that you're normal, I mean, I've done so much research on imposter syndrome. I talk about it in my events, from Jodie Foster to Tom Hanks to Michelle Obama, like you, name it, Serena Williams like and here's what I love about imposter syndrome when you're doing anything new, let's take video for example, it feels foreign. You do go into that inner critic that says, Who am I to be doing this? Like, I don't know what I'm doing. I don't care if you're an athlete, a CPA or a coach, whatever it is. Like when you're up-leveling your ego has not matched the next bar, right? Like your nervous system, everything is just like this feels weird. So what happens? We either rise up or we back down human nature, right? This feels uncomfortable. My inner critic, my self-worth, all of that. So what am I going to do? Am I going to rise up to meet the new version of me that I'm ready to create, or I'm going to stay at the lower frequency, which, by the way, is where probably 80%, if not more, of the people in the world live. So imposter syndrome is just a barometer that you're doing something new, you're doing something that scares you a little bit, that you feel out of integrity, but in fact, you're actually stepping into alignment, you know? And it's okay. You're going to feel like you're walking on Bambi stilts, and it's okay, but we all feel that way when we're starting something new. And again, you either rise up to meet that new version of yourself, or you stay in that lower vibration.
Pualena 12:53
Oh my gosh. Just keep talking.
Keri 12:57
I love this stuff so much because over the last, you know, even just decade. We have heard from and worked with 1000s of people. And you know, I'll tell you, no one's born with the success gene. Yes, there are people born into privilege, for sure, but at the end of the day, like people come into this country with $2, and they become millionaires. You know, most millionaires are self-made, and we all aspire for freedom and happiness and love like that's human conditioning, right? And and yet, each and every one of us, we're talented enough or good enough, we have an important message to share. We have a story that can inspire someone, or that can move someone. And video is just it's just a vehicle. I always say video is a muscle, and the fact that you don't have to audition, you don't even have to pay for it, that this little phone right here, it really blows my mind. Having to grow up auditioning and waiting for someone to tell me I was good enough. I mean, talk about imposter syndrome. My whole life, I was told if you lost 10 pounds, you'd be successful. And so now running a multi, seven-figure business, right teaching people how to use video, it just was, like this little thing right here, like this phone in my hand is worth millions, if not billions, for you if you're brave enough to use it, it's not just being brave. It's also having strategy, which, of course, is what we teach. But yeah, it's just you don't have to wait. And I feel like people wait for being ready, or they wait for validation. And I say all the time, ready is a decision. It's not a destination you get to, like, it's just a decision. Today, I'm ready. I'm gonna say I'm ready. I'm not ready. Like, I'm not ready to do half the crap I do. But I claim my readiness because when are you ever right the decision? In fact, funny story. It has nothing to do with video, but I hired a personal trainer. Like, I've gone on this whole fitness thing, being that I'm going to be 50 soon, I can't, I can't.
Pualena 14:49
You look amazing. And I'm like, If you’re not watching this on video, like, don't even believe that.
Keri 14:53
WTF, though it is so weird. But I'm like, I'm going to get in great shape. You know, I used to teach group exercise. And I, you know, I love working out, but I got to a place where I couldn't go into a traditional gym anymore. I'm like, I'm over it, so I hired a trainer and could have totally talked myself out of the investment, but I'm like, I'm worth it. So I, you know, you see people jump on boxes. I don't know if you've ever seen people jump on boxes, but I would see people at the gym jump on these softboxes, and I'd be like, Hell, no, I am not doing that. That is not happening. Like, I do not jump, I do not run, I do not jump, I lift weights, and I can, you know, walk on a treadmill, or I taught spinning for a long time. Anyway, I digress. It gets good. So just last week, Pua, just last week. So, Scott, my trainer, had me jumping on little boxes, right? And I'm like, okay, like, I can jump over a little box. Like it was like, you know, maybe 10 inches or so. And then he put me on, you know, a 12-inch box. I'm like, Hmm, okay, so. And then last week, I jumped up on a 20-inch. I say, I'm saying feet, I am not. I'm not jumping on five.
Pualena 15:57
Maybe it feels like feet.
Keri 15:59
I jumped on a 20-inch box. Now what does this have to do with anything that whether it's video or starting a business or getting the website, or whatever it is, there is a piece of you that says I can't jump that high. You just say, I don't, I don't jump. I don't do video. I can't tell you how people have said I don't do it. I will do everything else, but you will not find me doing that. And then they start working with us, and they start pressing record, they start getting some feedback, and they realize, Oh, I'm actually pretty good. I actually can be pretty great. I actually, I just got a client from a video I posted, in fact, one of my clients, she dreamt of being on Bravo and through her videos. And truly, it was like, once the switch went off for her, it was just like, game over. She got asked to be on Bravo. She's in production for her own show. She had to hire team. She got a brick and mortar because she couldn't, she couldn't bring people into her home. Like it was just a switch that went off. It was a decision that she made. And the same thing with just jumping on the box, like there was a there was that part of me that's like, I don't jump. I can't do that. And through the little steps, the little jumps, right? I was like, damn, this white girl can jump. And just that self of like, pride, and I was so proud of myself, I ran home and told my husband, and he's like, okay, great, you jumped on a box, you know? But it's the same thing for anything that we do that is uncomfortable or new. Like, how many times has someone said something to us and it's stuck to our psyche, and so every time we press record that little thing that lose 10 pounds, that what someone said to you, and you just you hold on to that. And it's not truth, right, but that keeps us, so anyway, the box analogy is just a reminder that everything is hard and we start right that you feel like the imposter because it's new. And we get great at things by doing them, you know. And the more you do video, the more you press record, the more you put yourself out there. This amazing thing happens, Pua because people start commenting and saying, Oh my God, you're talking to me. I really needed to hear that today. That is so inspiring. Thank you so much. And you're like, Oh my God. It's like, fuel. It's like, if there's anything that gets me revved up, it's getting that sort of feedback. Totally ego-driven. I get it, but it is like, the more I serve others, the more it serves me. And like, why I'm here on this planet, I you know? So anyway, if you're not using video, it's like, and everyone's teaching like, use this hook, or use AI, or I'm going to teach you in five minutes how to create 2200 faceless videos. I'm like, Who wants 200 faceless videos? Like everything right now, especially in this economy and this market, is about human connection. People wanting to feel seen and heard. They don't want to be another number. They don't want to be sold another damn thing, but they are looking for you. They are looking for the expert. People are still investing, but they're investing wiser, and it's taking them longer to make a buying decision. That means you need to show up more because it's taking them longer to say yes to you. So I sometimes hear Pua, and I don't know if you get this in the website and online space, but it's like, oh, I tried it and it didn't work. Like, how long did you try it, you know? And were you consistent? And did the strategy that you were trying actually match the goal that you're trying to hit? Because I'll hear, Oh, I went live every day for a month. I'm like, why? And, you know, or, or I did video, and it didn't work for me. Like, what was your strategy behind your video? And how were you posting those videos? And did you, did you optimize those videos? You know what I mean? So it's like, we quickly abort ship when we don't feel like it's going in the right direction, but we don't stay long on it, long enough on it to even let it set sail, you know? And the same thing is with video, video is about consistent messaging over time. It is totally about reach and frequency, how often you're getting in front of your right-fit client with a product or service that they care about. So you can tell I can go on and on, like I eat this stuff for lunch, obviously. But I'm also so passionate about it, because if you're a business owner and you are not leveraging the power of video, I could already. Tell you you're working too hard, you aren't leveraging your skills. You could be making so much more money. And so that's where I'm just like, Oh, I'm gonna stop talking and give you a minute.
Pualena 20:10
Oh my gosh, please don’t stop talking. It is, I mean, this is what everybody needs to hear. And I think it's so reassuring in this day and age where, like, it just feels saturated with video like, how am I gonna stand out in this, like, TikTok world of 20-somethings who are always making TikToks all day long. It's, it can be very discouraging. Yeah, so your message is really being, I think, heard and felt deeply as, like, this is something that I can and should be doing. And so, what does that look like from a strategic perspective? Because we, to your point, in my world, when we build a website, people are like, okay, cool, the website exists. So now I'm going to start making money. And so there's that conversation, right.
Keri 20:59
Like I built the house, and now everyone's gonna come.
Pualena 21:05
We gotta know where you live. Yes, you need to know where you live, yes. And then there's that, oh, I posted on Instagram, but I didn't get any sales. How many posts did you make? One? You know, it's like. So, what does that look like from a video perspective, and how can people start to move in that direction?
Keri 21:22
Yeah, it's great. So, let's go back to Tiktok for a minute. I mean, for so long, people were like, You need to be on Tiktok. You need to be on TikTok. You can be such an influencer on TikTok. Now, could I and will I? I may, right, but 13 years in multi seven-figure business, I think I was on Tiktok for like, two months, and I'm like, and by the way, I love to dance. I'm a performer at heart deep down, my little girl is like, I would be on Broadway if I could, you know? So yes, could I play in that pond? Absolutely. Is that where my ideal client, my high-paying client, lives? And would my dancing and lip-syncing on TikTok drive traffic and show my credibility? No, now do I show that side of me sometimes, absolutely, because that is the power of video, is you don't want to just be a talking head always talking about your business, because I don't care about your business like I don't care about what you do, unless I know that you care about me. And so, we teach five types of videos. By the way, we have people fly into LA and shoot that video for their website. We call that the positioning video. You spend all this time and money on building a website, I still get people asking me as a website even needed? Yes, it's like, it is your home online, right? It is the one place that you own, that you're bringing people to, because social media could die tomorrow, right? We have no idea what's going to happen. So we're like, yes, by the way, when I'm looking to make a buying decision, I might follow someone on social I might even watch their ad and subscribe, and then I'm doing due diligence, right? I'm gonna go check out their website. I'm gonna go look at their other things. I'm gonna watch some videos. So videos are brand, building their authority, creating their positioning and their lead gen, right? So back to your point, like having that really beautiful video front and center on your homepage is huge. In fact, research shows that your website will convert over 82% better if there's a video on your homepage. That's right, 82% girl, we need to be collaborating. So shoot this video. We begin celebrity hair and makeup. We work with them on their messaging. But it is true, and I've had clients tell me time and time again that video changed my life because they finally got permission to, like, really show up as them, their whole true selves. So that's one type of video. Well, you're not going to put that video on your website and say, my business doesn't work. The video is on there. I'm not getting anything right, because they finally got to your home and, oh, you're welcoming them. Like, Hey, welcome to my home. You've come to the right place if you're looking for this, by the way, I own it. Hi, and let me tell you why I own and built this home. And when you come in, let me show you the rooms, because I got a lot of cool stuff in my house. And if anything's right for you, like, take it. Like, here, here's what I can offer you, right? So do you see the psychology? Having a static site can be pretty, but if it's only copy, it takes people too long. And you have different types of buyers. You have people that are visual, you have people that are auditory, you have people that love to read. So when you have a video on your site as multi sensory and helps with that, okay, that's the positioning video. The other types of videos, though, you have your YouTube video content, which is your teaching, right? Your shorts, your long form, that sort of thing. You have your personality videos, like where you are dancing and you are singing, and you are out, you know, at a great dinner, or you're at an event, or you're showing a vacation that you worked hard to get to. And here's what I do know Pua, as I'm talking about this, I know someone saying, Oh, my God, I don't have time to shoot all that content. Well, you batch it, right? I have two little kids at home. I have a husband that travels. If I had to be on every day, there's just no way, right? So I shoot all my videos one day a month, and then I shoot my reels and my stories as I feel inspired, and as my team needs them, it takes me two seconds because I know what. I'm doing. And so, you know, I have ads running for certain things. I have educational and, you know, videos for other things. I have my personality videos so you get to know Keri. Because how Come on, girl, how many times have you bought something from someone because you're like, I like her. I like I like that person most times, most of the times. So if you're only showing up, especially if you're showing up as this version of yourself, that's like, I'm the teacher, right? Or I'm the boss, or I can, and I still see it out there. It's just it's hard to rise up. And so again, like really understanding the different types of videos and how you use them in your content creation, that actually buy you back time and don't take more of it.
Pualena 25:42
That is what everybody wants.
Keri 25:45
It is right. Because when I, especially when I'm talking to my, you know, my female entrepreneurs that are doctors, attorneys, dentists, or they're just, you know, they are already running a multi, seven-figure business, and, like, I don't have time. I don't have time. I mean, time is the number one objective I hear. I'm like, Well, you have a choice, right? You can continue to be in time scarcity and not do the things that are going to grow your business because you're in the business and you're managing the minutia, or you can help someone extract you from the weeds really get clear on your purpose and what you're meant to do. And by the way, your purpose does require you to share like who you are and what you're doing, and then delegate the things that don't serve you. And it doesn't matter if you're a startup or you're a very seasoned entrepreneur, it's the constant struggle. Like, I still struggle, like, what do I focus my priorities on? But I know, I know, when I put out great video content, the ROI is there, so that is my best and highest.
Pualena 26:43
This is so reassuring. I'm really, really curious too. You know, if there's one day where you're batching video content does that? So I hear a lot of times when people are creating their content that there's a content calendar. And we have all of our things that we're doing all year long to drive people to we talked about it before this, right? You're like, when does this go out? I have these things I want to drive people. There's very strategic messaging around that, which I'm assuming is part of the batch content creation. Yes. Is there flexibility? Let's say we've, let's say we're working towards this launch, we've batched our content, we've filmed all of it, and then something changes.
Keri 27:26
Because that never happens.
Pualena 27:28
Right? Exactly, exactly. So this is, you know, the one-off chance that that's ever going to happen. So you've put all of this time, all of these resources, you've got, perhaps, an editor, a team thoughts on that, because that's just something that came to my mind is like, we have, we can plan it all, and then the wrench is thrown.
Keri 27:54
Girl, can I tell you everything I planned this year? Nope, I'm not doing that. Nope. I don't feel like doing that. Nope. And yeah, I mean, welcome to entrepreneurship, right? The plans change. But I think what you said is important is that you actually have a plan. You know, so many times when I'm working with kind of the, you know, three to five year, even that one to three years, you are in 1,000% reactive mode every day, right? You make other people's emergencies, your emergencies. You're dropping things like they're hot, you're you got a hair-brained idea, because you watched something, you watched a video, and you're like, I'm not going to do this. I'm going to go do this. You might recall that bright, shiny object, like squirrel. So yes, it is. That's why coaching is so important, because when you have a plan, you know there is something about sticking to the plan. And let me check my team right now, if they're ever hearing like they're laughing, because I am the one that will come in and, like, sabotage a plan. I am a visionary, through and through, and I get inspired and I get excited, and they're like, Keri, no, no, no, no. Like, we have a plan. In fact, we just had a meeting, a team meeting, and they're like, Okay, so this is the three-month plan, right? Like, we're not changing it. Like this. Is it like this? Is it for now? Back to your question. You know, without a plan, you plan to fail, and plans are meant to change, right? Plans are in sand, not in concrete. So if you have a video and you've batched it, and you're like, hey, this was to promote this, and you change it, oh, my god, nice thing. You already have all that video in queue, right, and you can change the commercial you can change the call to action at the end. And by the way, all of my content is not suit. Now, I shoot ads specific for certain things that we, you know, turn on and off. But other than that, my content can really bring in traffic to any of our products and services because it's all the core of what we do. But you can change out the call to action, right? So when you look at, by the way, I laughed, when you're like, Yeah, you, you know, create your content calendar for the year.
Pualena 29:51
That's never actually what happens.
Keri 29:53
I’ll tell you that plans like we're gonna be, I mean, for years, we're gonna be 30 days ahead. We're gonna batch everything. But you know what? Things do come up on the regular, and here’s what's so great about video content. You can repurpose it over and over again, different day, different platform, different set of eyes. And by the way, people need to hear your stuff 26 times before they make a buying decision. It used to be eight Pua, 26 times. So when you think you've said it, say it again and say it again and say it again. So repurpose. Gary V, by the way, I think he repurposes 90% of his content. So you do these batch days. By the way, you slice, you dice, you can extract really amazing sound bites that you put in your stories or your reels, or, girl, there's so much you can do with content, even if it's not relevant for what you were doing, there's still a use for it, and you don't know what to do, and you've had so much other content that you've done, you just pull that back out and bring it out, an oldie but a goodie.
Pualena 30:52
So the answer is, just create content.
Keri 30:55
Just create content. Just love it. And the thing is, don't overteach. That is something I still do because I'm like, let me even today, right? I'm like, what are the little I just get so excited I want to share everything, but you really can fire hose. So in your videos, choose one thing. I mean, that's a great piece of advice. You know, you might have three tips, and that's totally fine. That's good too. But if you're going to deep dive into anything, I mean, just remember, people's attention span is nano and if you can, like, create content in three to five minutes or so, you know, that's great. I always say short form content is for people who are looking at you, looking into you. They're not your fans yet, like they just want a piece of me. Is what comes up? Yeah, they just want a little Britney Spears. Okay, that's a horrible analogy. But then the long-form content, like our podcast today, other things where you're teaching more, maybe a webinar like those are people that have raised a hand. I'm like, I'm actually really interested in what Pua is doing. I'm gonna take the time to learn more. And so making sure you have both types of content is important. I used to be only long form because that was my jam. Like, I've been interviewing celebrities and people for over 10 years. I love a good success story. But you know, you find people's attention span, especially if they're new to your community. They're not going to invest 40 minutes an hour. You know Joe Rogan when I hear he does three hour podcast and like, who has three hours. But people like, Come in, come out, right? You're listening to it when you can. So good content. I don't care how long it is; people will listen to it. They might not listen to it all at once, but they will absolutely listen to it. But to get them, to get them there, you got to do the short stuff.
Pualena 32:36
Brilliant. I love this. I'm curious what platforms and this might be specific for different people, different industries. What are your favorite platforms? YouTube, Instagram, you know, we know TikTok. I'm the same. I have TikTok. I have three videos on there.
Keri 32:58
It really depends on your business. Now, if you're new, I'm like, just pick one. Like, you know what? You don't have to be all things to all people all the time. And if, especially if you're a solopreneur and you're trying to manage, I will tell you, like, it is a lot, you're pulled in a million different directions. So if you're like, okay, my over 40s are still on Facebook. What cracks me up, and here's what's so funny, is that oftentimes I'll post very similar, if not the same thing, and I'll get massive engagement on Facebook, and it's crickets on Instagram, and then there's times I'll post something on Instagram, and there's nothing on Facebook. So I think you have to really figure out where does your ideal client live? She is not on TikTok, LinkedIn, Facebook, Instagram, Pinterest, whatever Twitter is, X, whatever it is, she's not everywhere. He's not everywhere. So I think YouTube's important because it's a search engine, and I really require all of our clients to build out some sort of YouTube presence because when you are, you know, putting stuff into Dr. Google, right? Just like the god, like I found it on Google. You know, Google owns YouTube, and so if you can teach, if you want to be an authority, if you really want to be any sort of real influencer in your space, or thought leader, I think having a YouTube channel is important, just for the search engine optimization that it can bring you. But then as far as social and engagement, because YouTube isn't a social platform, I think you have to figure out where your person lives, like, if you're in more C suite, more corporate. Well, of course, LinkedIn makes sense. In fact, we're really focusing on LinkedIn. I mean, we teach business people how to be on camera like there's a huge opportunity that we really haven't focused on because we started out on Facebook, and then we moved over to Instagram. So organically, those platforms have worked better for us, because where you put your energy is where you get your result. I am hell-bent. If we were focused on Pinterest, we'd have a Pinterest, huge following, you know. So you just have to figure out your time. Know what sort of team and support you have, and making sure that you don't have to be all things to all people, I would say, pick one or two platforms that you enjoy, that you can be consistent on and start there.
Pualena 35:11
Brilliant. I love that.
Keri 35:13
It's a lot. I mean, for me–
Pualena 35:14
It's a lot.
Keri 35:13
It's like, and I know one of my clients, she she owns a financial firm, and she's like, Don't even say the word social media, like, I can't hear it. I don't want to do it. Like, can I'll do the videos. That's totally fine, but I don't want to do anything else. I'm like, you don't have to. You don't have to, you know, you don't. Now, I think there is something about authentic engagement that is important. When you message me on Instagram, it's me, you know, I might not post everything, but I respond to everything. So, you know, that's another conversation. But I think if you want to really build an authentic following, you need to show up as well to some degree.
Pualena 35:53
Yeah, I agree. It's kind of like reading your own audiobook.
Keri 35:56
Reading your own audiobook.
Pualena 35:57
I love it when people read their own.
Keri 35:58
Yeah. Me, too.
Pualena 35:59
Not many people do it. I love it. There's a lot of people that repurpose the same exact content across all the platforms because they think that that's the right thing to do. I like your advice to stick to one or two. Would you say that repurposing the same exact thing, same caption, same video, everything across multiple platforms can be detrimental to your business?
Keri 36:28
I don't think it can. I mean, I'm going to totally be transparent and tell you that we do that often. I mean, I want to say it's lazy, but it's not. We just don't have the time to figure out what every single platform needs. Now, obviously, the format you want to be aware to aware of, like what you put the format on Instagram, is different than Facebook. And again, it kind of comes back to the organic nature of the platform. And so I don't think it can be detrimental. I have not seen it in my own business be detrimental. And I wouldn't even call it lazy. I think it is. It can be efficient for those people that don't have the time and bandwidth to go in and create different captions or to write something different, you know. I think again, it really comes down to team and bandwidth. And I think done is better than perfect, you know. So, I mean, obviously, you're not going to take a Facebook post and put it on Tiktok, you know. So, or Pinstagram. That is funny. I just–
Pualena 37:15
They should do.
Keri 37:20
Pinstagram that is coming up next. But I feel, as far as, like, Facebook and Instagram, they are so similar, yeah, that we often just post the same thing. Could we do it better? Absolutely. But like, time, you know.
Pualena 37:37
People are so passive with their consumption. It's like, you spend all this time optimizing. It's almost as if the ability to engage and respond on multiple platforms is more important than worrying about making the content different, right?
Keri 37:53
Yeah. And by the way, my audiences are different, like there are different people on my Facebook than there is on Instagram. And by the way, if you see the same thing, I don't really think you care. You're not gonna be like, Oh my God. Like, she posted the same thing.
Pualena 38:03
No, that's the other thing.
Keri 38:05
Oh my god, I just need that cross-post. Now, you know, again, YouTube, I really do think it that's a different thing, right? We're not posting the same things. We're posting videos and content, and you are on your social as well, but you're doing it in a different way. So, yeah, I think again, I'm gonna go back to done. Is better than perfect?
Pualena 38:22
Yeah, I love it, incredible. I mean, I don't want you to give away all of your secrets. However, if you want to go into this rabbit hole, I am right there with you. How could somebody just starting out on video? They are like, I'm gonna work with Keri someday, but I'm just gonna get started on my own for now. What first piece of advice, work with Keri, don't DIY. Second, let you know if there's equipment that you think people should get besides their phone. And that could be a trick question because the answer could be no, right? Like, use what you got. But if there is any equipment set up, like platforms that you use online, what could somebody start to gather if this is something that they're interested in doing?
Keri 39:13
Yeah, happy to share that, by the way. And it really does blow my mind. The quality of video on your iPhone. I'm not an Android user, so I'm not throwing shade. I just don't know, but I will tell you, it blows my mind what you can do with just this phone. So if that's all you have, that's where you start. Now, really, for anyone to sound like a pro, you actually need good sound, right? So investing in external microphones. Don't use the microphone in your phone. Go invest I'm trying to find mine. It's not here right now in a, you know, either a Bluetooth or a lav mic, because, you know, audio is important, and so is lighting. So invest in a ring light or LED lights. That's all I have. My home office is really bright because I have two really big windows. And then I have a ring light in front of me. Um, sometimes I have a desk ring light because, as the light, you know, trying to shift during the day, I need more. So you want good lighting, and you want good sound. To me, that is key because if either one of those suck, so does your video like your authority goes down the toilet, like when you're in a dark room, or your sound is bad, like, just don't do that. And as far as you know, camera equipment goes. I have a webcam on my laptop. I do have a canon that I will use. And okay, so my business, I teach people how to be on camera. I can't have poor-quality videos going out. So for my production days, I do hire a team most of the time. However, I have a camera. I can shoot my own. You can absolutely use your phone. I use Riverside for my podcast, my video podcasts, and then I use my phone for everything else, and then I bring in a crew for my monthly production stuff. So you know, you gotta have to go, like, what's my budget? How do I wanna be perceived? Like, honestly, Pua, like you either take control over it, or people are going to take control over it, right? Like, either people will position you, or you position yourself. So if you want to be seen as an authority, like that, positioning video for your website should be the bomb.com like it should make you look like you are the only choice when it comes to getting the solution that you provide. And that's why people fly in to see us. Like, we use high production. We're in a studio that shoots features and commercials. The crew is incredible. The hair and makeup. I bring in my photographer, like, I have to tell you, I've run this training for two days, for two decades almost, and it is truly, like, incredible. But that's one video, you know, that's the video that's going to be on your website. It's your positioning video, you can put it on YouTube, but then, as I said, there's different types of videos, your personality videos, your behind the scenes videos, you just need your phone, but still have good sound and good lighting with your phone. So that's what I would recommend, is invest in the things that allow people to really perceive you as the expert that you are, even if you're starting out, that doesn't mean you're not an expert, you know what you're talking about. You don't need to be at the top of the mountain. You need to be two steps ahead of someone else and everyone who's listening that can teach or share something, you're at least two steps ahead. So, Shure microphone. Shure is one of the best brands out there. And, you know, Canon and Sony have great cameras. And again, with Amazon, there's lighting that used to be so expensive, like the big, soft boxes we used to have growing up, you know? It's a little LED panel these days. Like, it's really incredible that you can break down your studio and set it up as needed. It doesn't have to be fancy.
Pualena 42:35
Yeah. I love that. I loved that you've also segmented things, right? It's like, start with what you have, yes, and audio matters, lighting matters, right? It's like, I really think this is a refreshing take because a lot of people who are bootstrapping are like, Well, I was told that, like, I can just do this and, like, film myself and put it out there. And yes, you can.
Keri 43:01
Yes, you can, and yeah. Now do it right? You know you have what? What did they say, like one time to make a first impression. And when it comes to consuming video content, this really blows my mind. Like you have three seconds, sometimes three to eight seconds, to keep and capture someone's attention. So imagine someone sees you for the first time. Your audio is scratchy, your lighting isn't good. Like, are they going to keep watching that video? No, no, they're not. Especially when people are investing more, they do understand the importance of good lighting and sound like, even if you're starting out, you're still competing with people that aren't, let's be honest. So let's get in the ring with the right gloves on. Like, let's go, yeah.
Pualena 43:49
Yeah, I love that. You are a wealth of knowledge.
Keri 43:53
I've done in a minute,
Pualena 43:56
Like, I am officially putting on my vision board to work with you in the near future.
Keri 43:56
Awe, I love that so much.
Pualena 43:57
I need a positioning video, and I do am really just inspired truly by the way that you approach video, because you come at it from human first, always from energy first, from authenticity first, and then all of all of the strategy, all of the setup, all the equipment, all of the investments come after. To me that you are, you are going to save the world. This world is going down the tube.
Keri 44:34
It is a hot mess out there, you know. And what kills me so much is that really, when it comes to the online space, we're all being sold the next sparkly thing. And if you really take a moment and sit back, everything that says this is the next million dollar thing for your business, whether it's launching a membership, a course, a webinar, you know, launching your Tik Tok, whatever it is. It requires you to know who you are, to know who you serve, to know how you do it differently, right? And then to be able to show up and articulate that in a way that captivates not the mind but the heart of the person watching. And that is not easy. And it's like, hey, just learn this hook, or do all these AI-generated videos. And I'm sitting here 13 years into teaching this stuff, going, Oh my God. Like, yeah, AI is fantastic. It just helped me come up with a whole bunch of new keynote presentations. Like, it is great. And if you don't know how to show up and deliver whatever AI is telling you, like, we are smart. We are savvy. We know, I don't care how great technology gets. We know when something isn’t 100% authentic. We know we can feel it. We can smell it. Our spidey senses are like, I don't think that picture with Trump and Biden is real. But anyway, you know what I'm saying. Like, it's just, you know, So be smart. You know, you only have so much time. You only have so many resources. Like stop trying to get the band-aid and learn. I will tell you, I think what we teach Pua, it really is a lifetime ROI, because you can't unlearn it. And whether your business goes down the toilet tomorrow, you have a new skill set that you can take into the next one you can take into the next thing you know, no matter what's happening in the world, like you really can recession-proof your business and who you are, when you really understand who you're meant to be, and at the end, that is Inspired Living, right? Why isn't on-camera training with Keri? Well, first of all, it's not just me, but it's so much more. It's really about helping you make the difference you feel called to make, make the money you deserve, and then give it back. Don't hold on to it, right? Like, give it back and do good with it. So I appreciate you. I love your energy. We need to get you out to LA. I'm gonna come to Hawaii. I'll come to Hawaii and get you how about that deal?
Pualena 46:53
Deal. Okay, I will be waiting. You are amazing. I'm so grateful to know you. I cannot wait to send clients to you how–
Keri 46:56
And vice versa.
Pualena 46:57
Yeah, thank you. This collaboration I think is going to be a higher Yeah, yeah. It's a must. How can people connect with you? What do you have coming up that they can jump into?
Keri 47:15
Yeah, well, you know, you won't find me on TikTok. I really love to give. I really, if you can't even tell like, I just love to share what we do and help you, like, Stop waiting for someone to tell you you're good enough and to jump in that video pool. So there's a couple of ways that we do that we offer a lot of free stuff. One is a free challenge that I do. It's called convert on camera. We've run this training for years, and I have people tell me over and over again, Keri, that free training was better than anything I've paid for, like you just changed my life. So I'll make sure you have the link that they can put in the show notes here to register for that. If you miss one, we'll have another one coming up. But I will say the greatest ROI is that five days of free content where I'm deep diving into the some of the things that I shared with you today. Another one is we have an on demand webinar called monetize your brilliance. And again, it's more of a condensed version of the challenge. But if you're like, I can't wait for the challenge, or maybe you missed it, that's a great place to start. That's on my website at inspiredliving.tv, and if you want to say, Hey, I loved your podcast, or I want to, you know, connect, you can find me on, you know, Instagram, Facebook, Inspired Living TV is where you can find me, and I would love it I am there, and I would love to connect with anyone that maybe was inspired from this today. I would love to hear about it.
Pualena 48:30
Brilliant. Thank you so much. We will add all of that in the show notes, and I cannot wait to stay connected with you. Thank you again for sharing your time today,
Keri 48:38
My honor and pleasure. Thank you so much for having me.
In this episode, host Pualena welcomes Caitlin Bacher, founder of Scale With Success®, to discuss the challenges of course creation and how to escape the overwhelming launch cycle. Caitlin shares her journey from struggling with exhausting launches to finding a sustainable, scalable solution through evergreen sales funnels. Caitlin also discusses why visibility is crucial to growth and how stepping outside your comfort zone can lead to real business success.
Throughout the episode, Pualena and Caitlin explore practical pricing strategies that align with your business model and how to use social media effectively without burning out. Caitlin emphasizes the importance of speaking directly to your audience's pain points and tailoring your message to attract the right people, allowing your course to stand out in a crowded market. If you're ready to scale your business, this episode is filled with valuable insights to help you succeed.
About Caitlin Bacher
Caitlin Bacher is the founder of Scale With Success®, a coaching program that helps online course creators build 6- and 7-figure businesses without launching. After years of struggling with launches, she discovered a sustainable method for generating consistent revenue through evergreen sales and marketing funnels. Today, Caitlin teaches entrepreneurs how to scale their course businesses while maintaining personal freedom and prioritizing family. Her proprietary method, The Scale Method, has helped hundreds of course creators achieve predictable and scalable success.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Caitlin Bacher | Scale with Success:
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Transcript:
Caitlin 00:00
When you are being visible, you are being uncomfortable. You are getting outside of your comfort zone and putting your thoughts, your ideas out there, even if it means someone else might disagree with you. And I think that a lot of times we say, Oh, we're gonna be visible, but we're being visible, like, inside of our comfort zone. So we're being visible. Like, once a month on Instagram, we're like, I am being visible, like I posted last month. Did you not see my one post?
Pualena 00:40
Here we are. Caitlin Bacher, thank you so much for being here. I am thrilled. I don't know, I didn't say that in the depth of enthusiasm and excitement that I have when I was researching your company and learning about you and what you do and your approach to what you do. Caitlin's company is Scale with Success, and I am a super fan before I even met you. So let's, like, I'm just gonna, we're gonna dive in, and we're gonna go straight to the money. You know what? I didn't mean to say, like, actual money, but like, we're going to the money questions right away. Amazing. Well, could you share a little bit with us about who you are, what your business is, what you do, who you serve, all of that?
Caitlin 01:28
Yeah, sure. So my name is Caitlin Bacher and I help course creators get off the launch roller coaster so they can start generating consistent revenue by selling their course on autopilot. So I actually started out doing services many years ago. I was a social media manager. So spoiler alert, my very first course was about social media management because that's what I was doing, and then over the years, you know, as I learned different things here and there, I've sold a variety of different courses, but the program that I am selling right now, and have been selling for, I think seven years now, is all about how to get off the launch roller coaster, start generating consistent revenue from your course.
Pualena 02:15
Amazing. So I think you are a unicorn, yeah, and you have cracked all of the codes that people struggle with. How do I sell my course? Why is it myself course selling? How do I properly launch my course? What is a course funnel? How do I use social media to sell my course? So just, just a few burning questions that I think everybody in the course space has had, or currently has at some point or another. And I would love to start with, you talk a lot about launching and not launching. Let's dive into that. Could you share a little bit with us about the difference between launching and evergreen and all of those buzzwords and what they mean?
Caitlin 02:59
Yeah, for sure. So there's basically two main business models that course creators use when it comes to selling their course, right? One of those is using the launch model, and the other one is evergreen. So when you're using the launch model, typically what that what that looks like is, you know, two to three months of intense list building and content distribution, which is leading up to what's called an open cart. So during that to two to three months, you're working, you know, fast and furious on growing your audience, building a list, and it's all leading up to that open cart. Now, that open cart is the period of time when you are allowing people to enroll in your course. Now it can last anywhere between five or seven days, then nobody can buy until your next launch, which is maybe four months, six months or even a year later, and what most course creators find is that when their launch ends, so does all of the momentum that they worked so hard to generate, and then it's radio silence for your business, until the launch cycle begins all over again. And I've found that this is a very high-risk way of selling your course, especially for course creators who are making less than a million a year with a tiny team or no team at all and, you know, a practically non-existent ads budget. So it's my belief that if your course is generating less than a million dollars a year, the number one thing that you need to be focused on is generating consistent revenue so that you can start to get some real traction in your business. So with an evergreen model, you're basically able to enroll new students into your program on an ongoing basis, not just once or twice a year, which is great because it puts you in a position where you can really grow and scale your business over time, you can collect data on what marketing messages are resonating with your audience, what needs to be refined. You basically have more opportunities to practice and get better.
Pualena 05:12
Oh my gosh. I would love for you to just repeat all of that again for all the people in the back who aren't paying attention. What an incredible model. And I love that you quantify it. And you know, the first thing that kind of came to my mind was, Wow, a million dollars. That's a huge number. So you're saying I need to get to the million dollars before I can even think about doing open, closed launches, which, to me, makes so much sense, because, like, let's be real, launching is exhausting. And if you're a one to two person show, that cycle is also, I think, not super sustainable. And there's, you know, as you said, like, you put all of your eggs in this marketing basket. You're on Instagram, you're on social media, you're doing going live, you're doing webinars and whatever, and then your cart closes, and the people who didn't buy/hear anything from you because you don't have the energy to keep up with both. So I love this so much.
Caitlin 06:13
And one thing I do want to just say here is, you know, there really is no one right way to do something, and believe it or not, there are people out there who love the launch. They love the adrenaline. They like it's working for them. They're all into it. But there are many of us who do not like that and, just like exactly like you said, do not find it sustainable. And for those people, this is an incredible alternative that can completely replace launching.
Pualena 06:45
Beautiful. Do you ever encounter people who are like, You know what, though, like, I followed this plan, and it told me to do open, closed cart launches, and that's what I've built my entire course around? How do I shift that to be an evergreen experience?
Caitlin 07:04
And so here's what I will say. There are definitely people out there who just, like I said before, you know, they're doing, they're launching, and they love it, right? I'm really not for those people, okay? I'm for more for the people who are you know, like you said, they've been told to do the open and closed launch model. And for many people, that's all they know. They're not even aware that there are other methods out there. And that's what I really like to bring awareness to because I think it's so easy as a new business owner to, you know, feel very overwhelmed, and sometimes you kind of lock into, you know, one or two people to listen to for business advice, because you're kind of trying not to get too overwhelmed, and that is okay if what they're teaching aligns with what you want to do and what you want your life to look like, right? And I think that that's really important because, you know, like when it comes to scaling with success, success is different for each person, and success for one person might be building a 10 million business, having a big team, spending lots of money on ads, having everything evergreen and automated, and that's totally fine. Someone else's definition of success might be having a $250,000 per year online course business; everything's evergreen and automated. You have a really high profit margin, and you have maybe a contractor too, helping you out. Because you don't, you're not really interested in managing a big team, right? And so a lot of times, you know, people come to me, and they're like, how do I do it? You know, how do I get off the launch roller coaster and what I want to say is, yes, I have a plan. I have, you know, a path that you're able to follow, but you really it's, you can customize things so much, and it's really up to you in terms of how far you want to go, right? And like a lot of times, I totally get it that, you know, having a course that makes over a million dollars a year, I totally understand that, that especially when you're new, that's like, what it sounds so unbelievable, but the reality is that when it comes to selling courses, you're not selling your time, you're selling content, and that content can be leveraged so you're not working, you know, one on one with people or anything like that. And so, really, the possibilities are endless.
Pualena 09:42
I love that. I think there's a lot of when people hear the 1 million that like 1 million mark that feels very unattainable, it feels very far away. And you know, I think it's how do I take what I have now as a new business owner, as a new course creator, and actually like, conceptualize that number and plan for it. So what are some tips and advice that you have for people who are kind of, they're seeing a little bit of sticker shock, they're like, Okay, I hear you. It makes sense, yeah, but I'm just so new
Caitlin 10:20
And I think that's so important, and it really doesn't, you know, it's one thing to have, like, maybe a three-year vision or a five-year vision, and it's another thing to have a one-year vision, right? And if you are literally starting from scratch, scratch, maybe it's not the best idea to say, hey, 12 months from now, I want to have made, you know, a million dollars, right? But if that is within your three-year plan or your five-year plan, you can kind of count backwards, right, and figure out where you would need to be by the end of the year to make that happen. Now, one thing I want to be very clear about is that when it comes to, you know, growing your business, you're going to encounter a ton of challenges, right? There are going to be public failures, private failures, mistakes. You're going to be learning things at a very fast rate, especially if your business is growing quickly, right? And I think that for some course creators, they kind of have this idea in their head that mistakes are a bad thing. Problems are to be avoided. And if they're experiencing problems, they begin telling themselves that those problems mean that they're not cut out for this, right? They make, they make those problems, those unexpected challenges, to mean that you're unprepared, that you're not capable, and all of these things and the reality is that when you set a goal that you have not achieved before, whether that goal is to sell one course or 1000 courses when you set that goal that you've never achieved before, you have no clue how to do it, because if you did, you would have already done it, right. And so you have to give yourself some grace and realize that in order to get to where you want to go, the mistakes are not to be avoided. They're, in fact, required. And if you find yourself in a place where you are avoiding mistakes and avoiding failure, what you're really doing is avoiding growth. I was having a conversation with one of my clients just the other day, and I could tell she was kind of like, you know, her energy was contracting a little bit. And she was starting to, you know, she was putting things together, but she was starting to feel some self doubt. Well, I don't know if I'm eventually going to be able to, you know, reach my goals, this or that. And I was like, Listen, are you, are you playing to win, or are you playing to not lose? Because it sounds like you're playing to not lose, and if you're playing to not lose, you're never gonna win, right? Because you're playing it safe, you're doing things so you're trying to outsmart yourself and avoid this or that, whereas if you're playing to win like you're gonna get there, it's gonna be messy, there's gonna be mistakes, but you will get there.
Pualena 13:19
Thank you so much for saying that. I think a lot of people in this space, in general, anybody who's living needs to hear that message. It's very reassuring. And you know that it's one thing to come at this from a brand new space, a brand new business, a brand new idea. I heard people keep telling me to turn this into a course. So I'm, you know, going down that path, and I want to make sure I do it right, to hear that like you will fumble, and to utilize that to your advantage and to learn from those mistakes, I think is always a good reminder. And I imagine it may be even more frustrating sometimes to come from a place of I have a course. I've been trying to sell it for five years, and it's not selling. I'm nowhere clear, close to the 1 million mark. What am I doing wrong?
Caitlin 14:12
Yeah, so there's a there's a couple of mistakes that I see when it comes to people who are like, you know, I'm just not selling my course. I'm not selling your course. So a lot of times when I get into the nitty gritty with them, I'm like, Well, what do you what does that mean when you say you're not selling your course? Have you literally sold zero copies of it, or are you just not meeting your goals, right? And a lot of times they're like, Well, I've sold a few copies. I'm just not, you know? I'm like, Okay, so that's one thing, right? And what I like to do is to ask them how they are currently selling their course. What are they doing? And more often than not, while maybe you created that course five years ago, and maybe you're not, you know, you're telling yourself or telling me, telling whoever you know I haven't made. These sales of this course in five years, if we get into the nitty-gritty of it, chances are there are short periods of time where you attempt to sell the course right, and you become disappointed, you become discouraged because it's not happening right away, and so you table it, right? And you go somewhere else to put out fires. You start this other thing. Then, you know, a year later, you come back to it. Same thing happens all over again, right? And here's the big thing when it comes to selling courses, is everyone is going to hit kind of this, like an invisible wall, right? An invisible wall where you know you're you start a new strategy. You're really excited about it. You're like, yes, this. You know you're in the honeymoon period. This is going to be great. I know how this is going to go. I just hired a new coach. I just bought a new course; I just started listening to a new podcast. You know, whatever it is, you have all the feelings, you're super excited, and your competence is not there at all because you don't know how to do it, right? But you are excited, and you have and it's good that that happens because if we didn't, if we didn't have that level of excitement, we would never start anything new, right? The problem is, when you're starting new things over and over and over again, right? Like new strategies, and you're not necessarily seeing it through. And so what I see happen for people who are selling a course, it's oftentimes that they're like, Well, I tried selling it this way for a bit. It didn't work right away. So I like I took a break, I did other things in my business. Then I came back to I saw, you know, I tried it this other way. But when you're learning something new, you're starting out, you're very excited. You know nothing, but you are excited as you begin to learn more, your confidence actually takes a big dip, and that is normal, and that's because you are starting to see where your gaps are. You're starting to see what skills you haven't mastered yet, not that you'll never master them. You just haven't mastered them yet, right? And as you become more aware of that, and you're like, Well, hold on a second, there's a little bit more to this than I thought, you know there was. And as you're doing that, as you're learning more, your confidence continues to dip until you hit that invisible wall, what I like to call kind of like this valley of despair, right where then you're telling yourself, well, this is never gonna work. This is never gonna, you know, whatever. And the reality is that when you're in that spot, and you're telling yourself, this is never gonna work, believe it or not, that is a good thing, because what that means is that if you continue to push through, and you continue to stick with it, even when you're not seeing the results that you want. You're going to come out on the other side, and things are going to start to click. They're going to start to make sense, and your confidence is going to increase because you're then in a spot where you're like, Uh, okay, this was, like, harder than I thought it was going to be, but it's doable. I can kind of see the light at the end of the tunnel, right? And if you keep going through, your confidence is rising, your competence is rising, and it feels great, and you're never going to get there if every time you hit that invisible wall and you tell yourself, this is like, this is never going to work, if every time you stop and then you start all over again with something else, you're just in this cycle, and you never get that, like, all the benefits that are on the other side of that.
Pualena 18:36
This is the pep talk that every entrepreneur needs to hear. It's like the definition of grit, right? It's that, you know, pushing through those times where we we feel very defeated. And I can imagine, like, I'm going to put this in air quotes, “failed launches” are one of the most defeating places that any entrepreneur can be in, whether it's a product, a service launch, a podcast, a course. And so to know that you're here, first of all, to support people through this is such a relief, and to know that that's a natural part of this, and if you've gone through that, you're actually on the right path, like, thank you.
Caitlin 19:18
Yeah, and it's just like, you know, we put so much as much as we tell ourselves, okay, I shouldn't compare myself to others, like as humans, that's just kind of what we do. But it's really important to recognize that, you know, that person that you feel like is 10 steps, 20 steps ahead of you, and you're just like, man, like, how are they doing that? Like, why am I not able to, you know, able to do that that you're it's important that you recognize that the reason why that person has more success is because they've had more failures than you. They've had more mistakes than you. They've done more messy things. They've just kind of gone ahead and and kept going. And so if every time you make a mess, make a mistake, whatever, if every time you do that, if you're being hard on yourself, it's just like a waste of time, right? And you kind of have to come to a point, like a point where you make the decision that you're just not going to waste time beating yourself up anymore because the reality is if you're really trying to grow a business like you don't have that luxury. And I will also say that it’s hard, because putting your head down, focusing on doing the work, can feel very lonely, because while you know you don't necessarily want to be a complainer, if you're out there and you're like, oh, growing your business is so hard, this is never going to work. Guess what? You're instantly going to have a lot of people come to you and be like, Oh, I know it's so hard, like, it's this that the whatever. And temporarily, you're gonna get, like, a dopamine hit. You're gonna feel good, right? But then you're not doing what it is that you want to do, and when your head's down, doing the work and experiencing failures and continuing to keep going forward, nobody's there to give you a round of applause. Nobody's there to be like, Hey, you are working hard. Like, I really appreciate you because you're the boss. You run the show, right? And that's just the way it is. Like, if you're waiting for someone to be like, wow, like you're awesome, I know you're, you know, staying up super late and working hard and all this. Then if that's you, or that's your expectation of what's going to happen when you're building a business, you are sorely mistaken because that it does not happen. But the cool thing about being heads down, focused, you know, doing the work overcoming mistakes, is that eventually, over time, you're going to start to attract other people who feel the same way, and being able to build a community of people around you who you know go through life in that same way is very rewarding, right? And you can lift each other up and all of that but it takes time.
Pualena 22:13
Yeah, absolutely, community is so important and so powerful. If you're sitting there, and you're like, Okay, that's me. I'm having a pity party. Here you go. Listen to this podcast whenever you need to. We see you. Keep up the good work. It's happening. You're doing the thing. Keep going. There it is.
Caitlin 22:35
Yeah, exactly. And I can even give, like, a really tangible tip for people to apply when they feel like they're in that stuck part, right? Because it's easy in hindsight to be like, well, just pick yourself up and keep going. But like, when you're there, it is really hard, and I don't want to, like, bypass that or anything like that. But what I will say is one of the things that I've done a lot of research on is this concept of something called The Drama Triangle, and anyone can Google that and learn all about it. I have podcast episodes about it. I did not develop it. This doctor did in the 60s. But what I will say is one of the tools that people talk about when they talk about The Drama Triangle is how to shift yourself out of feeling like a victim, not that you are a victim, but kind of playing the role of it, right? You know, like, oh, you sent out the wrong email. The world is not going to end, right? But it's easy to really pile on ourselves. And so what you really want to do in those instances where you're just feeling stuck and overwhelmed, and you're in that place where like, Oh, this is never going to work. What you want to tell yourself, what you want to ask yourself is, what is the outcome I want to create? What is the outcome I'm looking to create? And the reason why you want to ask yourself that is because it immediately lifts you up out of the weeds, out of the details, the muck that you don't even understand, and it helps you refocus on that big goal that you have, the long-term goal. And what's funny is if you kind of, it lifts you up out of the weeds, gets you focused on what you want, and the more clear you can be on what you want. Two things are going to happen. One, your brain is naturally gonna go into problem solving mode, not in a stressful way, but in an inspired way, because you've gotten so clear on that thing that you're wanting to create. And the other thing that's going to happen is, the more clear you are on that, on that destination, the goal, you're going to be able to then look for people who can support you in getting to that goal, right? Because, if you're just like saying, Look, well, I just want to grow a business. Well, that is very vague, you know, but the more clear you can get on what you want to that to look like, the more your attention is going to be focused on like, where are those helpers? Where are those people who can help me get where I want to go?
Pualena 25:02
That is so, that tool, I think, is a really powerful reframe. I can't tell you how many afternoons I've wasted just being in, like, shutting down from overwhelm. And if you know, we have that tool to shift out of that a little bit faster. And like, it's all natural. It's all part of it. And as you said, like we don't have the luxury of every afternoon getting overwhelmed by the morning's activities. And so yeah, thank you for sharing that. That's really, that's really powerful. Awesome. I would love to talk a little bit or a lot of it, however much you want to talk about it, about sort of the marketing side of this and attracting people to your courses. We work with a lot of course creators who aren't sure exactly how to both dial in their I guess, quote, unquote funnel and how to really analyze it properly. You know, is it? Is it the funnel itself that's not bringing the people in? Is it the messaging on my website? Is it my social media? You know, we have all of these things at our disposal, which is so great and can be extremely overwhelming. So any tips and guidance you have from that side would be amazing,
Caitlin 26:21
Yeah. So what I would invite people to really start doing is to think of everything as a system, right? So a lot of times, we get kind of stuck in this, like linear thinking mode where we're like, Okay, I will build my website. Now I will post on social media. Now I will create my course like and it's almost like nothing's working together as a full system. There's not like a coherent golden thread that is connecting everything you know all back to the promise and the transformation that you provide for people. And I think that what we want to start doing, is really thinking in that system's way. And so one example of that, and I have the guys, the name. His name starts with Andre, and I don't remember his last name, but you can look it up.
Pualena 27:13
He the last name that's coming to me is the giant.
Caitlin 27:22
Not Andre The Giant. Andre The Giant. It's a marketer, and he, he coined this term sphere of influence, okay? And so basically, what you're doing is you are creating your own sphere of influence, right? Now, in this sphere of influence are multiple things because it's all a system working together. You have your website, you have your, you know, social media, you have the sales funnel that this, that that the other, and everything is working together. And the way that people are making a purchasing decision is not always linear. They're bouncing around in that sphere of influence. They may be following you on social media for a while and have never even made it to your website before. They maybe don't even know that you have, like a free webinar, free lead magnet, whatever something free that they can opt into. They may not even know that you sell something, right? And so it's really important that we are talking about the free things we offer, the paid things that we offer, how we help people, the problems that we solve. That we're talking about that in multiple places. We're doing it on our website. We're doing it on social media. You know, we're doing it within the sales funnel itself. And one of the big problems that I see people struggle with, is that when they are creating that free content on social media, they are not creating content that is attracting people who are actively experiencing the problem that they help people solve, right? And so they're kind of, they're attracting these people where they're feeling like they have to convince them, right? They're like, Oh, you know, like, let me give an example. Let's say that you have a course on vegan meal planning or something like that. You don't have to convince anyone to be a vegan. There are people out there looking on the internet every day. How do I, you know, I'm a vegan? How do I meal plan? How do I this, like my kids are picky eaters, like I'm going on a backpacking trip, like whatever the different specific problems are, right? And so those people are out there that is who the content that you're creating should be speaking to. Don't waste your time creating content on like here's why being a vegan is great, because they already know being a vegan is great. When you're creating content like that, you're gonna attract people who are not vegans, who are just like, I don't want to be a vegan. Like, I don't want you to, you know, push that on me, or whatever it is. And so you have to be really mindful of that. Because when you're selling and, you know, when you're selling something, some people are going to say yes, some people are going to say no, and sometimes we become overly focused on the people that say no, and we try to overcome, we try, we waste time creating content, doing all the things to overcome objections that are not our business to overcome. Right? Example, if someone literally does not have the money to invest in your program, that is not an objection to overcome. They just don't have it right now. Right now is not the right now is not the right time for them. It doesn't mean they can't get value from your free content or whatever. But what I will say is that sometimes, you know, people will tell you, Oh, like, I just, you know, it's out of my budget, or I just don't have the time. And they're saying that because they don't want to get into the details, because they want to let you down easy, because they don't want to say, well, actually, like I think your course sounds great, and it's going to help other people, but it's not going to help me, because X, Y or Z, they don't want to go down that road, right? And so they're just saying something easy, like, Oh, it's just money's tight, whatever, right? And then you're like, Okay, well, what if I slash the price in half? And they're like, well, money's still tight. It's like, okay, so it's not that's not always the real issue. And the more that you can position your solution, you know, your course, your method, your formula, your framework, as unique and different, the more you are going to stand out for all of those people that are looking on the internet all day, all night, trying to solve their problem, they're actively spending money trying to solve their problem. They're buying other courses. They're hiring other coaches. They're, you know, they're doing other things. They're willing to make the time right, they're willing to invest money. They just haven't found the right solution yet. Those are the people that you need to be speaking to.
Pualena 32:10
This is so mind-blowing because I think a lot of people don't realize that they're in the convincing stages, or, you know, this phase of trying to convince versus talking to the people who have technically already said yes, they just need to know you exist.
Caitlin 32:32
And they just need to know what makes you special, what makes your solution different from all the other stuff they've tried before. There's so many people out there.
Pualena 32:41
That is awesome. I think a lot of people are going to be able to reflect on that and kind of shift their messaging right away. That's a very tangible suggestion. So thank you.
Caitlin 32:52
Yeah. And also focus and celebrate on the people who are enrolling, whether it's one person or two people, or, you know, 200 people, or whatever it is, and look at the commonalities now. Why are those people enrolling, right? Why are they telling you that, what made them really pull the trigger and get in there? What they're telling you those are, that's the message that you should lean into more of, right? Because those are the people that are seeing your offer and be like, Wow, this is exactly what I need and and don't fall into the trap of focusing on what's not working, of focusing on the people that are not buying. Because when you're doing that, like your messaging, just it, it starts to go left, basically.
Pualena 33:38
For sure, it's, uh, it's interesting to think about, you know, as you're talking, I'm thinking about website copy. I'm thinking about, you know, people who are on social media, going live, doing reels. And I have a lot of conversations with people right when they're launching the thing, whatever it is, the course, the product, the service, and they go, Okay, we're ready. Like it's not necessarily a launch per se, but it's that day where it becomes available. And the one action that people typically take is posting once on Instagram and saying, Where are all the people? I posted. And so as a former and probably current social media marketing user. Do you have any tips for how to properly use social media and also, like, let's just bust some myths about expectations and ways that we typically see people using this that might not be the best route.
Caitlin 34:37
So the first thing that I want to say again is there's more than one right way to do something. Right? There are some people who sell courses, who are very much a personal brand in that they're sharing photos of their kids on social media. Of you know all, they're going on vacation, they're doing this, that, whatever, right? Right? That's okay, but just because they're doing that doesn't mean that you have to do it that way, right? And so, you know, if you prefer to focus more on kind of the the content side of things, of like helping people kind of shift their beliefs, of educating people about the problems that they are experiencing, that kind of thing, that's okay, too. And so I just want to say that out, right? Because when it comes to social media, a lot of times people don't post because they think it needs to, like, be fancy, or they need to be in this really cool environment, or, you know, have lots of fancy tech equipment or whatever. And the reality is you just don't. You just do not. Now, eventually you may get to those things, but you don't need them to start. You don't need them to make your first six figures, right? I think that for a lot of people, they get overwhelmed, because they're looking at what people are doing, people who already have a full time team who are able to post three times a day, seven days a week, right on multiple different channels, and tweak the content for each channel. And that's awesome, and that's great, but one person alone is not doing that. They have a team of people, and they didn't start doing that, right? And so the again, the important thing is to not get ahead of yourself, right focus on what needs to be done right now. Consistency is important, but you need to find a pace of consistency that's right for you. So I know for myself, I don't I am not the person who is going to wake up each day and be like, Okay, I'm ready to make my post on Instagram. I have to batch content, because if I do it the other way, I will post maybe once a month, right? And so there are people who will batch, like, 90 days worth of content at a time, right? Or 30 days, or 60 days, or whatever it is. I am also not that person. So I'm good at batching, like, two weeks worth, but then I'm just like, Okay, I need to turn off like I'm I'm actually done filming, like I don't want to, you know, I don't want to do this, and that's okay, too. And so you really have to to find a cadence that works for you and to know that you know, when it comes to selling your course, one of the most important things that you as the CEO alone need to be accountable for is being visible. And I think that one of the reasons, why I love having that automated funnel so much is because then you're not involved in the sales process, so then you have that time to spend on getting visible, on marketing, right? Like I didn't hire my first employee until after I was making a million dollars. I did have, like, you know, a contractor here and there to help with different things, but my sales process was automated, like I wasn't involved in that. And so my job as CEO was to show up and be visible. And I think what happens for some course creators is they're, you know, they're, they're showing up and being visible for a short period of time, they're not seeing the results they want, and then they're just quitting, right? And then a long period of time, then they'll start it again. But you have to have that extended consistency over time. And for me, the best way to set myself up for success is to batch content in advance, right? Whether it's like little 30-second videos of helping people, whatever, whether it's a carousel, whatever kind of content it is, the point is, batch it so that you don't have to be consistent, so that the system will be consistent for you, right?
Pualena 38:52
Absolutely, I’m so that girl who gets really excited and has like, a session of creating content, and I'll post it, and then you don't hear from me again for at least a month. What do you mean when you say, be visible?
Caitlin 39:10
When you are being visible, you are being uncomfortable. You are getting outside of your comfort zone and putting your thoughts, your ideas out there, even if it means someone else might disagree with you, right? And I think that a lot of times we say, Oh, we're going to be visible, but we're being visible, like, inside of our comfort zone. So we're being visible, like, once a month on Instagram, and we're like, I am being visible, like I posted last month. Did you not see my post?
Pualena 39:42
Oh my God, you’re talking straight to me.
Caitlin 39:44
Being visible, but it's in our comfort zone, and the reality is like, as trite as as it sounds, all the growth is outside of your comfort zone, and it's going to be uncomfortable. But the thing it the cool thing, is that it doesn't stay uncomfortable forever, right? It's just like building a new habit. So every two weeks, am I super amped and pumped to create, you know, get in there and create some content sometimes, but not always. But even if I'm not pumped and excited, I know that by sitting down and making myself do it and be uncomfortable during that time, that that's actually going to unlock a ton of freedom for me for the next two weeks. And so by focusing on the outcome and being like, okay, but then I can just like, you know, do whatever, for two weeks then I'll be like, Okay, I'm gonna buckle down and, you know, get this done. You're not always operating in a state of constant, you know, motivation and inspiration. There is plenty of times that I'm doing things that I'm like, this kind of, or whatever, but I'm able to focus on, okay, well, what is the payoff of doing this? Like, what is this? Okay, yes, that is definitely, you know, worth it.
Pualena 41:04
It's the question, what is the outcome that I'm seeking?
Caitlin 41:10
Yes, yes, exactly,
Pualena 41:12
Beautiful. All right, I have to ask this, because this is such a hot topic, no matter what we're talking about, but especially in the course world, let's talk about pricing and how do people price their courses? How do I know if this is a high ticket offer, a low ticket offer? Do I do a mini course? How much do I sell that for? Should I do a free course? You know, there are you know, this is a multifaceted topic, and something we may not cover in full, but what are your thoughts on pricing?
Caitlin 41:51
So, what I will say is that you can make a million dollars selling a 197 course. You can make a million dollars selling a $20,000 course, you can make a million dollars like any way possible, right? It's just finding out like what works for you each pricing structure, each business model, is going to have pluses and minuses. So you got to find one where the pluses outweigh the minuses for you, right? Now, when I talk about selling on autopilot. People are typically, that's not gonna be for a $20,000 course, right? Something like anything above $3,000 is gonna require some kind of a sales call, right? Some kind of a sales call where you're able to get on the call with people, like answering more detailed questions that those people are not going to, you know, happen upon your post on Instagram, see that you're promoting your free masterclass. Go to your free masterclass the next day. Watch it and buy during that masterclass a $20,000 program. Like it's just you're not going to be able to scale that way. And so pricing is important, and that you're you're being, like, realistic, right? The other thing that I will say is that pricing is a lot of the parts of pricing that people kind of forget about are, what is it actually going to cost you to deliver this product, right? And so, you know, it's easy to be like, Well, I just, you know, I want to get a bunch of people in the door, so I'm going to sell, I just want to sell, like, you know, a $97 course, or, you know, whatever it is. So you can, you can definitely do that. But if you're, if you're selling a $97 course, and you are including weekly group coaching calls and lifetime access to a community and lifetime access to the content and you know, some one-on-one calls with your whatever like, if you're putting all of these things in there, that might be sustainable if you have two clients, but what happens when you have 200 new clients a month, right? And that's not sustainable. And so it's really important to kind of to think about, you know, not just what is it going to look like to be able to deliver this for, you know, five people, but what is it going to look like to deliver this for a much larger group of people? And so you kind of want to think about, you know, do I want to, some people are very adamant, for example, that that they want to give access to the content for their course, for a limited time, right? So, like, we give lifetime access to the content, but we do have a specific access period for the community. That's because the community requires my time. It requires my team's time, and so while it makes sense for us to be able to update the program and give people free access to the updates of the content. I don't, we can't do that if we're, if the community is just growing and growing and growing and growing, you know, in terms of the team and so that is something that people really need to think about, right? Can you sell, you know, a $200 course on autopilot, yes. Can you sell a $2,000 course? Yes, but once you're really getting above that 3,000, it's just, it's not gonna work. And so you need to really think about what you want to include in your offer and what you want to commit to, right? So, like, really think about it like you don't have, like, I would suggest, under offering like, so if you're like, Hmm, well maybe it sounds like, having a weekly Q and A sounds really cool. Okay, well, why don't you start with, like, twice a month Q and A's, see how that goes, and over time, if you want to add more you can, and that's fine, but don't put in everything all at once first, because you can kind of find yourself in some sort of overwhelming situations. And so when it comes to pricing, so much of pricing is really about positioning and choosing the price is choosing what pond you're going to compete in, right? So maybe you want to sell a $2,000 course, right? And so you're like, okay, yes, I want to sell $2,000 course? Well, you need to be aware of other courses in your niche that are at around that same price point, because those are your competitors, right? If you're not able to offer necessarily the like, additional things or whatever that's included at that price point, then maybe start at a 997, price point, right? Start at $1,000 or 500 or whatever it is, start at something lower, with something that you can deliver. And then as your business grows, as your team eventually grows, you have, you know, more ability to support more people then you can think about, you know, raising your price and things like that. But like, a lot of times, people are kind of, they're either putting too much in their offers. They're like, I'm gonna sell $197 course, and I'm gonna give everyone some one-on-ones, and, like, all these different things. They're either so they're like, stuffing it with, like, too much stuff. When, if you look around in your market, nobody's doing that. And also, you can't afford to do that, so, and then you also have to, you know, realistically look at, okay, like, if I want this price point, like, do I have the marketing skills to back up that price point, right? Do I have the, or is that something that I want to work up to, right? Is that one of my goals, like, maybe you're like, Okay, you know what? I want to start selling my course at $500 but 12 months from now, I want to be selling it for 2000 so we're going to start with 500, I'm getting good. Like, going to gradually, you know, get better. That is also totally fine. But pricing is such a personal decision, and it is such a loaded topic. But you kind of, you have to do something that stretches you a little bit outside of your comfort zone, but that you're also excited to do.
Pualena 48:08
Absolutely. I'm so glad you said you, you know, mentioned that people tend to kind of load things up from a perspective of like, if I'm going to ask for this much, I have to give them this much value. And I have conversations with people quite often where it's rather than making the list longer, how can you provide a more well rounded, excellent experience? Because to me, that's way more valuable than getting all the stuff that I'm only going to use one or two of the list of 20, right? Awesome. Oh my gosh. This is so full of incredible nuggets. Something that you said that kind of triggered a question for me, is once, okay? So let's say I have a course, and I want to repurpose that course in different price points. So could you know, do you ever have people who sell the course itself for 197 but if you want to opt into coaching with the course, it's this. And you know, is that a viable model?
Caitlin 49:14
Yeah, for sure, it is. And the one thing that I will say is that when it comes to selling an evergreen funnel. The thing that you want to make sure that you're not doing is trying to sell a whole bunch of different offers in one single funnel, right? And so what I kind of tell people is, you know, think about like, what's a version of your your course, that you're excited about delivering? Maybe it's content and eight weeks access to a community, right? Maybe it's content and a few bonuses, I don't know, whatever it is, right? So that's what you are focused on selling inside of your funnel, you can always then offer various upgrades, right? So after they make the purchase, so in the funnel, you're getting them to that buying decision for that one product, right? Once they do that, then maybe two weeks in, they get a short email sequence that is offering a one-on-one coaching package that's going to be, you know, 60 days, and they'll have access to you one-on-one for 60 days. And it just, it complements what you're already selling. So you're not even needing to create new content. It's just a different level of support, right? You might think to yourself, oh, you know what? I'm going to maybe you want to go the other direction. And you're like, I want to sell this course with, I want the main offer that I'm selling to include, you know, the coaching and the community and the content you might then be like, so I think what I also want to do is offer a down sell with maybe, like the just the first module of the content, no coaching, no community, and sell it at a much lower price point for everyone who doesn't buy the main offer, right? And so there's so many when you think about kind of like upsells, downsells, cross-sells, order bumps, there's always, there's so much opportunity. So, because a lot of times when I say, you really inside of your funnel, you should be focused on selling one thing. A lot of times people think, does that mean I can only sell one thing, like ever in my life? And no, you can always add to it over time. But I will also say, too, is that you know, what I have seen some people do is actually broaden their product suite too much, to the point where they are running so many different programs, and they don't have a big team, but they're running lots of different programs because that's how they're making money, right? They're they're not growing their audience. They're selling to the same group of people over and over again by creating these different like new programs and things. And so if you're doing that, that is not really the best way. And oftentimes with those people, I see them once they do say, Okay, well, I'm just gonna, for the next year, I am just gonna be heads down, focused on selling this one product, and then they're able to get traction on it, because they're just really focusing on all their efforts on one main thing.
Pualena 52:12
Oh my gosh, thank you. That is brilliant. Excellent advice. You have shared so much. I can't believe an hour has almost gone by. I can't wait to send this episode to so many people, and I just want to thank you for being here. Thank you for doing what you do. You are in such a really necessary niche and position to help people with all of these great ideas and ways to serve who are just kind of sitting there frustrated, and there's just little tweaks that I think you know they're almost there, and to know that you're here as a resource for them is reassuring for me, to know that there's hope for these people to get their products and services and courses out into the world. And yeah, I just, I truly want to thank you for creating this space.
Caitlin 53:03
Well, thank you so much for having me.
Pualena 53:05
Absolutely how can people learn more about you? Where can they find you? How can they connect with you?
Caitlin 53:11
So I do have a free masterclass. It's called, How to Generate Launch-Sized Revenue Without Launching. So if you have a course that you want to sell on autopilot, or if you've been thinking about starting a course soon, you definitely want to sign up for this free class. You can do so at caitlinbacher.com/masterclass. And in terms of social media, really the best place to reach out or to chat with me is on Instagram. That's the platform where I'm most available.
Pualena 53:43
Fantastic. We'll link to all of that in the show notes. Thank you again for being here. Thank you for sharing so openly with our listeners, and I look forward to staying in touch.
Caitlin 53:54
Thank you so much.
In this episode, Pualena welcomes Jessica Rhodes, Founder of Interview Connections, as she shares her journey of building a highly successful podcast booking agency. Jessica shares how podcast interviews are one of the quickest and most effective ways to build more brand awareness. Listeners will hear tips on how to leverage podcast appearances for business growth. Jessica also explains how podcasts can be a game-changer for building relationships and attracting leads through authentic conversations.
Jessica explains how she transitioned from hosting her own podcast to being a guest on others, highlighting the long-term benefits of being a guest, such as increased visibility, audience growth, and SEO advantages. Jessica also offers practical advice on how to be an effective podcast guest, including storytelling techniques, managing call-to-actions, and striking a balance in conversations. If you're an entrepreneur looking to expand your reach, this episode provides valuable insights on leveraging podcasts to your advantage.
About Jessica Rhodes
Jessica is the Founder of Interview Connections, awarded by Corporate Vision Magazine as the Best Specialty Podcast Booking Agency of 2021, and a Bronze Winner in the Stevie Awards for Best Marketing or Advertising Agency of 2022!
Her team works with small business owners and entrepreneurs who feel like the best-kept secret! They book their clients on established, quality podcasts speaking to their ideal clients so they reach new audiences and grow their business to the next level!
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Jessica Rhodes | Interview Connections:
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Transcript
Jessica 00:00
We are all the main character in our own movie. So, if you want to get noticed, you have to make yourself, like you have to get people to notice you.
Pualena 00:15
Jessica Rhodes, the famous Jessica Rhodes of Interview Connections, welcome.
Jessica 00:21
Pua, Thank you for having me.
Pualena 00:24
Absolutely, we've had so much, but we should have just recorded that whole thing.
Jessica 00:28
We really should have, if you were not in Riverside as a guest, I know I just aired the dirty laundry of our pre-call.
Pualena 00:38
No, I think we should do another one and invite Riverside, a representative from the company like, Listen, you need to be in this room because your time is running out. Question for the audience, if you have a podcast like, truly, I'd love to know what platform you use to record on because we just had a whole conversation about the platform that I use and the platform that Jessica uses, and the pros and cons.
Jessica 01:13
Pros and cons, let me tell you, in my day, because I've been in this industry for quite a while. So when I started interview connections, and I started podcasting and everything, and I started the company in 2013, 2014 is when I started my podcast. We were on Skype. We walked uphill both ways to school,
Pualena 01:34
In the snow and the rain.
Jessica 01:38
Yes, it was all Skype audio only. And so now we're like, we have all these different tools and these different platforms. And I'm like, you know what? Back in the day, we just used Skype; there was one thing, or Instant Teleseminar. Do you either want a good quality or bad quality? You had two options, and those were your options. And now there's like, you could have bad quality, but so many different ways.
Pualena 01:59
That's that's really what we're, what we're working with here. Did you use Skype and, like, something called Call Recorder?
Jessica 02:07
Oh, sure, yeah. What was it? I think it was, like, Cam or something.
Pualena 02:13
Yep. And then you'd put it through, like, Audacity or something, and then you'd do all the thing. There was, like, a bunch of like, stuff that you did, and you weren't sure if it actually made it better or not, but you did all the things.
Jessica 02:22
For sure. Yeah, I hired a podcast editor because I started my podcast, I recorded an episode, and, you know, my business was brand new, so I'm like, I don't want to spend a lot of money on a producer, and I downloaded a garage band or audacity, I think, at the time. And I'm like, Oh, I don't know what the fuck I'm doing. So I had been introduced to someone named Corey Coates, who has a company called Podfly. And I was like, Oh, could you edit my podcast? He's like, I'll do an episode for free. And then we became best friends. So.
Pualena 02:59
Oh my gosh, hot tip, don't ask for free editing, but if they offer it.
Jessica 03:05
I don't think Corey does it anymore, but we were both starting our businesses around the same time, so he showed me what he could do, and I was like, Okay, I'm gonna be your client.
Pualena 03:15
Amazing, do you still work with him today?
Jessica 03:16
I don't host a podcast anymore. We did it for nine years, but he's still one of my best friends. So.
Pualena 03:21
Amazing. Yeah, might I ask? What was the turning point for you and not continuing with your podcast?
Jessica 03:30
Yeah, great question. So we had our podcast for nine years and did pretty much like weekly episodes, and just reached a point where, I mean, it is expensive to have a podcast, you know, probably $1,000 a month minimum, to have it edited and everything. And we just felt like we said everything that we needed to say through our own podcast, and so we switched gears to just putting all of our efforts into guesting on other shows, but I still leverage the interviews or the episodes, because that's the thing about having a podcast, is it's all evergreen content. So there's still podcast episodes that I did in 2020 that I still, you know, share with people and posts and stuff like that.
Pualena 04:10
Totally, it's like a legacy builder, right? Like you have all of this content, you've shared so many things in so many places, and I love that you kind of found that loophole of like, we love to podcast still and share our stories, but we will use other people's audiences and networks and shows, and I think that's I mean, I'd love for you to share how impactful that is as a marketing strategy, much more than your own, right?
Jessica 04:42
Yeah. I mean, there's so many, there's there's so many pros, I won't even say pros and cons, because there's benefits of both having your own show and being a guest on podcast. The book I put out in 2016, my God, it's been forever, but I published, self-published, a book in 2016, called Interview Connections: How to Rock the Podcast From Both Sides of the Mic. So I've done a lot of speaking and talking about the benefits of both hosting, because there's a ton of benefits and power in hosting your own show. I mean, you get to bring on all these different people, build relationships with all these different people, whereas if you don't have your own podcast, you don't really have a platform on which to just invite people to have conversations with you, that you can strategically network with and become your clients, et cetera, et cetera. So there's so many benefits, but we reached a point where we felt like kind of, we said everything there was needed to be said, but also in the scope of our business, right? We both run agencies, you know, you you get to these points where you're like, where do I need to put resources? And we really, podcasting is such a branding tool. It's not necessarily something that pays off immediately. We kind of put a pin in the podcast when we were in a point in our business that we had to focus on, you know, lead gen, closing sales, like, kind of like building the team, and we still may bring the podcast back to life. That's the thing about having a podcast. You have the RSS feed, you could just start posting new episodes. Literally, anytime I've seen people do that, they're like, Yeah, I stopped my podcast years ago, but I was started again. Like, that's always available to you too, but being a guest is great because it gets you visibility to different people's audiences, and, you know, allows you to build relationships with other people. And I truly enjoy experiencing other people's dynamics and styles and personalities, like I was telling you before in the green room chat about a show I did on Tuesday, which was like, a very different experience. And you and I are just like, we're hitting it off. We're laughing and everything, which is, like, my favorite thing, because sometimes they get on a podcast and it's like, a little bit stiff or kind of not like, you know, we're like, okay, but then sometimes you're just like, Okay, we're like, we totally get along. Like, there's just an instant energy match, and that's so fun.
Pualena 07:00
Totally, what a weird thing, right? Like, we've somehow, in the last, especially four or five years, kind of figured out how to build rapport virtually, which is so different than doing it in person, right?
Jessica 07:13
Yeah, it's, it's great. I mean, it's so funny to think, like with podcasts, you have this opportunity to just have a networking, like a networking conversation with somebody for 30 to 45 minutes, whereas, if you go to a conference and you're networking in person, maybe you're talking to someone for a few minutes before you're like, I'm gonna go talk to that person. Now, like, you have a lot of these, like, very quick conversations, but you get on a podcast, and you're in it, there is a plan, there's a format that is bringing you through a whole conversation where you both walk out of that conversation knowing each other pretty well. And there's so much value in that. I mean, so many business owners want they want scale. They want as big as audiences as possible. But business is built through really deep, quality connections, one relationship at a time. And so that's why I love podcast guesting, is because every host you talk to that's a host that took probably a 30-45, minutes getting to know you, and they now know you really well. There's so much value in that.
Pualena 08:15
Yeah, it's really it's to your point. I mean, you're doing this really in-depth networking call with the host and anybody that listens to the episode. So it's like this beautiful trickle effect of spreading, you know, your message, your business, your attracting leads, almost like by accident, because people are listening to you talk about your business from your mouth is so different from like reading the copy on your website or looking at your social media. It's, it's a much more intimate experience, with somebody who you may never meet face to face, right? It's like such a trip.
Jessica 08:55
Exactly. And leveraging and using podcast episodes with potential clients is one of my favorite ways to repurpose podcasts. I like it because a lot of people think, Oh, it's just visibility. I'm just, you know, broadcasting out to this audience. But when you take the finished episode and send it to somebody before a sales call and say, Hey, can you listen to this before we meet? I mean, I just closed a sale today, she heard me like I sent her a podcast episode. I was like, hey, listen to this. And so, one of the things that I talk about a lot in podcasts is audience sizes. Because one of my biggest objections or obstacles in the sales process is like, how big of an audience is? Will you book me on shows with big audiences? And so, a lot of times in podcasts, I'm addressing that obstacle head-on. I'm talking about how audience size isn’t public. It's not the question should you should be asking. You should be focusing on your relationship with the host. And so because I had talked about that in the podcast that I sent to her, she literally said I had written down I wanted to ask you about audience size. And then I heard you talk about that. And so, I'm crossing that question off of my list.
Pualena 10:04
Work smarter, not harder.
Jessica 10:07
And I’m like, amazing. Thank you very much. Where is your credit card?
Pualena 10:11
Oh my gosh, I hadn't actually, hadn't ever thought about that.
Jessica 10:15
Yeah, so think about what are the obstacles you get in the sales process? What are the questions that literally every prospect is asking? And if you start making content about that, talking about in podcasts, send those podcasts to your leads before the call and say, like, literally say in the confirmation email, I'm going to learn about you and your business before our call. Like, I'm going to do my homework, and I say, please also learn about interview connections. Like, if we both come to this call prepared, we will get a lot done. We will come to a decision, because that's the goal of sales, is just to come to a decision. I want leads, not necessarily always say yes. That would be great. I want them to decide, is this a yes or a no? And so, coming to the call prepared is the key to being able to decide by the end of that 20-minute consult and by listening to a podcast episode before the call, we can get to that point of clarity and decisiveness so much easier.
Pualena 11:07
I love so many things about this.
Jessica 11:08
I love sales, by the way.
Pualena 11:11
Oh my gosh, we should dig deep into this because most people say I hate sales.
Jessica 11:18
Oh my god, I love it so much.
Pualena 11:19
Really, as an entrepreneur, you're, I'm so sorry, but you're like, 90% of your business is you in sales, yeah, but it's not like selling things that you don't believe in, which I think is what that whole I hate sales trauma is about. This, to me, it's like pure genius on so many levels. Because, to your point, when somebody comes to a sales call, the goal is for them to arrive, intending to buy and just needing, like, the last little nudge, right? But you're not going to jump on a call when you're like, I really don't think I'm going to work with this person, right, right? You're going to cancel the call. And what a beautiful filter a podcast episode could be because they'll get to know your personality. They'll get to hear the passion behind your voice about what you're talking about and the service you provide. You're going to answer their questions. And this is a new sort of, like, aha moment for me. When you deliver that to somebody as a podcast episode, it shows that you're not recording a video to like, give them the do's and don'ts of working with you that's specific to a client. You're saying, like, this is value that I've created for my audience, and it can also help us in our conversation. Like, what?
Jessica 12:32
Exactly? Like a lot of business owners will, you have your sales funnel, you have a deck; maybe you have a video that people can watch before the call. Thank you for booking a call with me. Let's and that whole process. And there's nothing wrong with those steps. But the thing is, when your leads are going through those steps, when they're reading your deck, when they're going through your one page, or when they're watching a video that you made, speaking to them as somebody that booked a call, they are probably not believing a lot of what you're saying, because they know that you're selling to them, and that could be subconscious right there, but they're now in a sales dynamic where there's like a kind of a dance that's happening. When you have them listen to a podcast, they're now listening to a podcast. There's no pressure. There's no weird sales dynamic. You're giving free value, free content. You're having a conversation with a host. You're being positioned as an expert, as an authority, and you can deliver a message that isn't in this context of like I'm trying to sell to you. And I want to give you a quick example of this because this is so big. So I'll give you another example. Like, people will ask, like, Oh, can I cancel? Because we are, like, our clients, sign a contract. It's a, you know, it's a program. Oh, what if I want a refund? What if I want to cancel? And there's, there's one way that I answer that question if I'm talking to someone one on one on a call, but then if I could do a video about it, I'm like, I'm not afraid of hurting anyone's feelings, because this is just a video to the world of like, and so I can really deliver it without being like. I don't want to say the wrong thing or offend them because, you know, I still want to close this sale. So you can take these questions that you get on sales calls but do a video about it, do a podcast about it, and then you can have people listen and know that you're not just talking to them, but like you are talking to them. So yeah, make content. Use podcasts to speak directly to the obstacles and the objections that you get in the sales process.
Pualena 14:33
Gosh, this is genius. Thank you.
Jessica 14:38
Work smart, not harder.
Pualena 14:39
Totally. And if you're a podcast host, if you are always like, what am I going to talk about in my next episode? Here's, like, three episodes worth of content.
Jessica 14:50
Yeah, for sure.
Pualena 14:51
It's like an FAQ on video.
Jessica 14:54
Exactly. And that's, that's how I teach people how to write their podcast one sheet. Because the podcast one sheet is the PDF that you send a podcast host when you want to be on their show, and you say, here's what I could talk about. Here are some of my topics and questions. And if you're like, Well, what do I put on my one sheet? I always tell business owners list out, what are the FAQs? What are your prospects always ask you about, what do you talk to your clients about? What do you teach them? What if they knew something, if they understood a topic better, would make them buy more easily. You know, what do you need to educate them on? And have your topics and questions be around those areas, and that will set you up for success so much more when you're a guest.
Pualena 15:37
Brilliant. Let's talk about being a guest on a podcast because that is the cornerstone of your business if I'm not mistaken. Yeah? Okay, good. And like, just something like, I have always loved this conversation because so many people so we're a web design agency, and there is a common misconception that once you have a website, people will find you. And it's like the next step of that conversation is educating our clients and just people on, like, really, the only way for you to know if your website is converting is to get traffic there. Oh, how do I get traffic there? Well, organic or paid, right? Like, those are kind of the two options that we have. And I feel like podcasting is the unicorn that sits outside of those two categories and is insanely impactful, not just for conversion, but as a small business, as somebody who has probably created a business around something that you love, something that you're passionate about. You have that calling to do what you do. You get to share from your heart with somebody who is asking you questions. And a lot of times we don't have content of ourselves talking about our business. And so to be able to have that, and then now that we know, we can also send that to people and share it with our leads like this, this as a marketing tool. Oh my gosh. Let's talk to me about leveraging other people's audiences and why you love what you do so much.
Jessica 17:12
Okay, well, I am going to talk about that, but I also want to touch on the website stuff. I love that you have a web design agency because all that you just talked about is huge, and I want to talk about SEO for a minute because–
Pualena 17:24
Oh, please, love that.
Jessica 17:26
So I mean, we've got small business owners to the audience. So you may or may not know, but you know, just to break down Search Engine Optimization, right? If you want people getting to your website, if you want people finding this beautiful website that Pua and her company has just made for you. You need to drive traffic to it. You need people to find it on Google. People are not going to find it on Google if there's no content on the website. And I don't mean like; obviously, there's gonna be content, but like, the more you're posting content. So what I do on my website, when I have a podcast appearance, I add it to my website as a blog post and so, and then I'll, you know, embed their MP3 player and all that. So my podcast appearances are content that's going on my website. When I'm a podcast guest, that host is probably putting a backlink to my website. So now Google is seeing, wow, she has a lot of new content posted on her website. Other people are talking about her other people are linking to her website, so that when people google how to get on a podcast, podcast guesting, stuff like that, Interview Connections is pretty high up in the search results. We also run Google ads, but that's like a separate conversation. So you know, the more of a footprint you have on the internet. And that's really, the key to getting more website traffic is having a bigger footprint online. You got, you know, where can you have a footprint? LinkedIn, Instagram, Facebook, like so all the social medias, blog posts, podcasts, YouTube, like, anywhere on the internet that you can put your, you know, website link, you can put your content, you can put your face, you can put everything. Podcasts make it really easy to do that, because you're getting a whole episode description, a blog post about the episode. You're having the video, everything. So that's the SEO part. It's going to get you more traffic to your website, and you're also going to be able to give a call to action. So let's say you've got a great lead magnet that everyone wants. Put up a little landing page, put up an opt-in box on your website, and at the end of the interview, say, Hey, if you want whatever the lead magnet is, go to my website and opt-in, and you'll get it. And so now you have everyone going to your website, they're opting into your email list. You get it's, this is how you grow.
Pualena 19:42
I hope you all wrote this down, and if you didn't like pause, rewind and rewind, do people say rewind anymore? Go back, such like a cassette tape term, yes, beautiful, beautifully said. And I recently did a podcast episode with a woman named Bernadette Marciniak. She owns Soul House Media, and she's a photographer and videographer, she told me, and I didn't know this video, because YouTube is owned by Google, having YouTube videos on your website actually increases your SEO because it put right. I didn't know that.
Jessica 20:25
Yes. So, YouTube videos are also really good for your SEO, because Google owns YouTube, when somebody searches, you know, your name, your business, the video, because you know there's a video there, you can click, you know, all, news, images, videos, all of your podcast appearances are going to show up in the video section of the Google search results. So like my client, CHRISTINA WOODS, is a great example. So if you Google CHRISTINA WOODS Hypnotherapy, that first page of Google is all her podcast appearances or social media, her website, all the YouTube videos that come up are her as a guest on podcast. So and she's been working with us for years and has really just skyrocketed her business from less than six figures to multiple six figures. She was featured on Brains Magazine on the cover, on their podcast. It's all from consistent podcast guesting, honing in her message, being consistently visible, giving a strong call to action. There's so many benefits that come from podcast guesting, but you've got to be consistent because the big mistake that people make with podcasting and guesting alike is they try it for six months or less, and they call it if they don't make it big in that amount of time. But this is a slow burn. It can be a quick burn. You can get a quick win, but it's typically something that really builds a very strong foundation and a business that is quite bulletproof. Because one of the reasons that Interview Connections is the leading agency for podcasts is that we've been around for 11 years, and we have so many backlinks, we have so much content, we have, like we have what nobody else has, which is 11 years of experience and activity on the internet talking about podcasts. So you know, like someone could come in today, but they can't buy 11 years' worth of experience and content and backlinks and domain authority and all of that. But in order to get that, you have to start and you have to stick with it long term.
Pualena 22:22
Totally. That makes a lot of sense. I definitely understand the consistency game for your own content. Tell me more about why it's so important to be consistent on someone else and guesting on someone else's podcast.
Jessica 22:37
Yeah. I mean, Number one, you've got to hone your message, and you have to practice like we were kind of chatting about before the show started, like, I just love everyone's different styles. Like, every time I'm on a podcast, every host has a different style, they have a different way of doing things, they have a different way of running their show. So it actually makes for me to do three to four interviews every single month on different people's podcasts, I become a much better guest because of the practice of being on different people's podcasts. When you host your own show, like, you get practice interviewing different people, but it's always your show, right? Like, you know how things are run, but when you're a guest, like, you're constantly improving. You're constantly responding, which is fun, because I don't know if you know human design, but I'm a generator, so I just, I live to respond. You're like, what do I talk about? I'm like, anything. I'm gonna respond. Like, it's where I get my
Pualena 23:30
Exactly how our conversation went.
Jessica 23:33
Exactly so. And you know you're gonna hone your message over time. You're going to think of different ways to say things, and then it's going to hit. You're like, Oh, that's perfect. I'm going to keep saying it that way. And people need to hear you multiple times, like, you know, they sometimes need to hear on this podcast, and then see you again on this podcast, and see you post consistently. If you just post a couple of podcast appearances over the course of a month, it's like, oh, that's cool. And then they don't hear from you again. But you just, you have to be that's the thing about marketing. It's all about consistency. And, like, I'm a big fan of Alex Hormozi. I've been listening to his podcast, like, religiously. It's so valuable. And he has this podcast episode that's like, you need to keep marketing because people don't know you exist, or something like that. And just when you think, oh my God, I feel like I've sent so many emails, so many texts, so many posts, people are barely they don't care. They're like, Oh, that's cool. They're in their own world. Like, you just need to keep shouting from the rooftops, yeah, people are so self-absorbed, and that's fine. Like we all, we are all the main character in our own movie. So if you want to get noticed, you have to make yourself note like you have to get people to notice you.
Pualena 24:48
For sure, the like least favorite words any introvert wants to hear. But sorry.
Jessica 24:56
I will say, I will say, podcasting appearances are the safest way for introverts to get visible by 1000s of people because you could do it from home. You're having a one-on-one conversation. You could block your calendar before and after. So when the interview is done, you can go recharge. So it is the best strategy for introverts, in my opinion.
Pualena 25:19
I'm gonna create an entire post around this, because, I think that's what we need to hear. Is like, yes, it's important for you to get out in front of people, for them to hear you talk, for that, for you to share your message. And it's safe, right?
Jessica 25:38
Exactly. And I would say even for extroverts, if you're not used to being a guest on podcast, like anything that's going to get you outside, visible to a lot of people that don't that you don't know yet, that don't know you yet, it will feel a little bit threatening. It will feel a little bit scary. For some, it may feel like a very real threat, and for others, it just kind of might make you a little nervous and like, you know what's gonna happen, but the more you do it, the easier it feels. You know, I have got clients that sign on and they're so nervous, they're sweating, they're all nervous. And I'm like, Listen, you do a handful of these, you're gonna be like, Oh no, no big deal. Like, I know this. Let's go.
Pualena 26:18
Totally I mean, I still sweat. I am really sweaty right now. You might be sweaty, but you’re still good.
Jessica 26:23
That actually brings me so because my first podcast appearance was actually, I was interviewed by Ronald Allen, who, funny enough, I just made this connection because I'm like, who was my first podcast interview, and he is still on my email list. We had a call, like, just a few months ago. I have to reach out to him being like, do you remember? Like, you enter like you were the first podcast person you know podcasters to interview me. But anyway, he interviewed me on my podcast before I started Interview Connections, I was a virtual assistant, and he interviewed me about starting a business as a mom. And yeah, it was summer, and I didn't have air conditioning. Is very hot, so I get it.
Pualena 27:03
Totally I mean, you make it work, right? And now we have filters. We have AI like, you have no excuse, people. Amazing. Do you have any advice to people who are really inspired by this conversation, and they're like, Okay, you've convinced me, I'm in. I'd love to get on podcasts, A. just hire Jessica's team first of all, so we can just like she'll make your life so easy. And you know how what are some tips that you have for people to be great podcast guests?
Jessica 27:43
Yes, so definitely go to interviewconnections.com and just book your consultation call. That’s step one. We will get you booked.
Pualena 27:49
Send them the podcast that talks about this.
Jessica 27:51
Exactly, yeah, so get booked. But how to be a great podcast guest? I mean, it's all about being a good conversationalist. This isn't a TV appearance. It's not a radio spot where you need to give like radio shows are scheduled to the second you need a concise answer. It doesn't take an insane amount of media training to be a good podcast guest. The best podcast guests are ones that are there to serve the audience and the hosts that are go with the flow, that are there to like, provide value, who are there to have fun and are present with the conversation, who have good stories to share. One tip that I'll give to be a good guest. Know when to put a period at the end of your sentence.
Pualena 28:36
Oh, my God, you're speaking to me.
Jessica 28:51
Because a lot of people will just ramble and ramble and ramble, and they don't know when to give a powerful ending to what they're saying. So like, say what you need to say, and then put a period at the end of your sentence.
Pualena 28:57
I'm writing this down. This is why I prefer not to do solo episodes, because that is like a train that, what is it called a runaway–
Jessica 29:08
Runaway train?
Pualena 29:10
Yes. It's like I did. I need to spend five minutes talking about this, I could have been done in 30 seconds. Like, come on, yeah. So yeah, thank you, yeah.
Jessica 29:18
Like, know how to read the room, and that is what's nice about video podcast. Now I will say that, because podcasts used to all be audio only, and now it's all video. But the video is nice because you can, you can feel someone's energy right away. And so it makes it easier to say, like, how much are we joking around? How serious are we being? Like, these are all the the immediate thoughts that fire off.
Pualena 29:42
I love that. It also makes her a better listening experience because we tend to be very judgmental when we listen to other people talk, and you're like, Oh my God, this guy is just talking about himself the whole time. And it could be like, I'm thinking of a very specific, very well-known podcast, that is one of my favorites, and I don't, I don't want to say the name because I love it so much that I feel bad that I'm speaking ill of it. But there are so I'm not gonna say, I've decided I'm not gonna say the name.
Jessica 30:13
Will you tell me after the show?
Pualena 30:17
I totally will. And he has, like, he's awesome. He has awesome guests. And when you have a guest, I feel like you really just want to hear what they have to say, and the host just asking these kind of probing questions to get the guest to continue to share. And this guy is always jumping in. He's like, Well, when I do this, when I do that, and like, oh my god, we get it. You do this, like, tell us later in a solo episode, all the things that you do, but I want to hear from them. Do you come across that at all?
Jessica 30:44
Yes, and I will say, because this is a very meta episode. We're talking about podcast interviews, during a podcast interview, I do want to say, like, the fact that I was like, tell me after the show. That is the fun part about being a guest like Pua, and I are going like, she's gonna spill the tea to me after the show, but it's not something that you know we're gonna put on air. Like, that's the magic of doing podcast guesting, is you build these relationship skills. So anyway, just wanted to pull back the curtain on what happened there.
Pualena 31:12
Totyally, it's we were talking earlier. I'm like, this is like, Inception.
Jessica 31:18
So yes, I do see that, and it is a balance because there's this art to having it not be just Q and A, because a lot of podcast hosts get resentful after a while, because they're like, Oh, I'm letting the guests do all the talking, but it's my show. I'm paying to produce it, but I don't have any visibility. But then the pendulum swings so far in the other direction that the host is like, blah, blah, blah, blah, blah, and they're talking so much, and it becomes this weird power struggle. And so you gotta find the balance of that pendulum where there's a healthy conversation. When I'm a guest, I want the host to talk. I want them to get as much value from this interview as possible, just like, I'm getting value from it, but it can't be this weird. Like, let me give my like, it's an energetic thing. Like, it has to be a nice balance.
Pualena 32:12
For sure. You are really good at putting periods at the end of your sentence too. Like, reading the pauses is something that it's like, a skill that you've kind of have to nurture through this. And there are people who will, like, pause just long enough so that you think that they're done, and then you start talking, and then they keep going. Yeah, that makes post-production real fun. Oh, we just did it.
Jessica 32:38
I know it's also really hard when you're just, like, very excited. I’m not perfect. But I had this, yeah, I was on a podcast a week or two ago, and I will say this is something that's very difficult for speakers. A lot of times, speakers, they speak from the stage. They have all this experience speaking. They're like, I'm going to do great. There are sometimes, they have the hardest time with podcast interviews because they are used to commanding the entire stage, and then when they have to share the stage with a guest or with the host, they don't know how to do that. And I was on a show, and the host is amazing, and she's such a great speaker, and I gave an answer, and I am good at putting the pauses, but she just jumped right in. And it's like, give a give a beat, because we kept kind of stepping on each other's toes a little bit. And it wasn't for lack of, you know, a positive dynamic; it was just too jumping on the next sentence. It's like, you got to leave some space because the worst-case scenario is that the editor deletes this, the blank space. They just delete the silence. But it's hard to add in the silence when you're talking right over.
Pualena 33:51
Totally. I mean, I don't, can you even add silence if there's like, two voices? I guess so, you can do anything. But, yeah.
Jessica 33:57
Makes it a little bit more challenging.
Pualena 34:00
Totally. I really love this too, because it's a skill that I think is newer, that many people are really honing, that comes in handy in other spaces, right? I feel like you have better conversations when you go to networking events, or when you're leading a presentation and you have Q and A like, those are all skills that I don't think we really realize are skills. Yeah, and like, it's I find that I tend to be more comfortable in front of, so I do a lot of like, Zoom presentations, and that used to be really uncomfortable because you can't read a room on Zoom the way that you can read a room in real life. But this allows you to pick up on cues that don't exist in real life. Just so crazy.
Jessica 34:50
Yes, absolutely.
Pualena 34:54
Yeah, and I love also that I've talked to many people who are like, I don't I'm not good on video. I don't do video, especially in the course creation space. It's like we have all of these things to share. But that sort of, that block, that inner limitation of not liking who you what you look like, or who you become when you're on video, is really, really paralyzing for people and to practice being on camera with someone where you're just having a recorded conversation that, to me, is one of the greatest hacks to getting more comfortable on video. And a lot of people say, like, Oh, here's how you get comfortable. Go live on Facebook every day for 30 days, and then you'll be fine. And it's like, that's just your anxiety-ridden because you're like, What am I going to talk about? Who's nobody's watching? Is it because I suck, but this is such a gentle way to practice that skill. Do you find that?
Jessica 35:53
I totally agree. Because podcasts or Pod video, it's a great way to practice, and it's much easier to do video when you have another person that you're being interviewed by, when a lot of people are paralyzed, they just put up the camera and they just they don't even know what to say. And I do want to give a quick plug, because one of my really good friends, one of my business besties, is Keri Murphy, and she is the queen of video like literally, her specialty is in helping female entrepreneurs exactly what you just said, Get comfortable. I was just a guest on her podcast called Inspired Living. So y'all go into your podcast app. You're already in there. Go to Inspire. Look up inspired living with Keri Murphy, K, E, R, I subscribe to the podcast because if you feel like you have a hard time on video, Keri is the queen of video, she will help you.
Pualena 36:42
Amazing. Thank you. So many people need that truly.
Jessica 36:46
Yeah, she'd be a great guest for your podcast, by the way, happy to introduce you.
Pualena 36:49
That'd be great. I would love to have her. Yeah, it's interesting too, because I don't know if, like, I don't love video personally, but I love podcasting more than I don't love video, yeah? And so it becomes this thing, right? Like, okay, I understand. I'm gonna brush my hair like, we're gonna make this work. We're gonna make it as good as we can make it. And enjoying the process and understanding that it's like, it's more than just about you, yeah, is really the thing. Like, yes, you're uncomfortable, but you have a message to share, don't hold that back from people, because you can't get over this discomfort. Anyway,
Jessica 37:28
Yeah. And people, all different people consume content in many different ways. There are people that they go to YouTube when they want to learn something. If you're not on YouTube, if you don't have video content, they will never find you. Period. Now I'm physical-like now, I'm literally adding periods to the end of my– they will not find you. There are people that just go to podcasts to find content. Like, one story that I like to share is I've been working out with a personal trainer for the last year, and before, I decided to hire a personal trainer locally. I was looking at, like, health coaches and online programs. I was just kind of look at all the options out there to get fit. And so people were like, Oh, check out this person, this person. And before I went to any of their websites, I looked them up to see if they'd done any podcasts. I and if they had not done any podcasts, next, the ones that had done podcasts, I binged multiple episodes of some of these women who were suggested, and it allowed me to really get to know them and get like one I even filled out a contact form. I got that. I got into their sales funnel. Didn't it wasn't the right fit for me, but that's the point. Is that if you are not visible on certain platforms, there is just going to be a segment of your target audience that just never finds you. And you may say, Okay, fine with that, that's fine. But if you're trying to reach as many people as possible, you kind of need to be visible in as many places as possible.
Pualena 38:57
Absolutely. Do you find that that's equally true for both service-based business owners and product-based businesses?
Jessica 39:05
That's a good question because we typically work with service-based businesses, because service-based businesses tend to have a higher lifetime value of a client, and so because podcast audiences are usually a lot smaller than, say, what you would get if you were running an ad getting hundreds upon 1000s of impressions and clicks. When you're on a podcast, maybe you have 100 people listening, 500-1000 it's a relatively small audience. And usually, for a product, like a consumer product with a lower price point, you need a high volume of sales for it to really be worth the founder's time. And so there's obviously a lot of variables in there, but usually is as much better for service-based businesses. It also depends on what is the story and information like, what's the story behind the product and the business? And what do you have to teach? Like, for example, if someone's just selling like T-shirts, I don't really like, what are you going to talk about if you're selling, like, a some type of health supplement, there's a lot of education around the product, then podcast could be really good for that. So, it just kind of depends.
Pualena 40:15
Totally, and it might be a good differentiator if you are selling T-shirts. But your T-shirts are, you know, every dollar you donate to some kind of charity, or, you know, it's, it's kind of creating content around that, is a cool way for people to learn about it. Put it on your website, put on your social but, yeah, interesting, yeah, yeah. Interesting differentiator. Thinking about podcasts for conversion versus podcasts for the sake of, like, loving conversation, and because I know so many people who are great conversationalists and could talk about something forever and are not great at asking for a sale, having a call to action like it seems as if it's almost a wasted opportunity. What advice do you have for people who are really looking to kind of hone that in and say, Okay, I'm really ready to continue having valuable conversations that actually lead me to something productive?
Jessica 41:20
Yeah. I mean, you have to get over any fear you have around the call to action, because if you're doing podcast interviews as an entrepreneur, you love the conversation, but you do. You're getting on shows in front of your target audience, like you do want to get clients from it. If you're not giving an effective call to action, you're not being strategic about it; you're kind of wasting your time. And I know that's a strong statement, because is it truly a waste of time if you have a great conversation and you make a new friend? No, but if you want to make the most of the opportunity, you know, get over any fear you have about giving a call to action, and you're not selling the call to action is not a sales pitch. It's giving more value. So when I give a call to action that says, come register for our free masterclass, I'm not selling anything. It's a free masterclass. Anyone who attends is going to get three hours of extremely high value from me. I mean, that's just a gift that's like you like this? Come get this. Come. I have more. There's more where that came from. If I'm like, I'm afraid to give a call to action because I don't know, and I don't tell them that I'm withholding value. So don't withhold value from your dream clients, from your target audience. And if you're just not sure of what the strategy is, you're like, I don't know what to offer, well come to my free masterclass I'll teach you all about how to make a call to action. Interviewconnections.com/livemasterclass is where you can register. The link will be in the episode description.
Pualena 42:49
Absolutely, we're gonna link to all the things we've talked about. That's incredible, and I love the perspective of approaching it as a gift. Because, yeah, we love giving gifts like, how, when we think about like, if, if podcasts were done in real life, and some are, how epic, I think we would all love to bring swag, or, like, have a company shirt, or, you know, whatever that is like, giving gifts is often people's love languages. And so if we think about a call to action as a gift for your audience, versus a lead magnet, like those two things have such different energy. It's insane. They're essentially the same, right?
Jessica 43:28
Exactly like, I do sales calls, right for my company. So I love learning about sales. I so I get, I get targeted a lot with ads about sales, like follow up scripts and, you know, here's how to handle this objection. I'm like, give it to me. I want the lead. I want to know that's valuable to me. Like, I don't feel like I'm being sold to. I'm like, I would get a lot of value from that. Like, yes, I want that. Yes. Like, what does your audience want? What would they, what do you have, what kind of information can you offer for free, that do you have, that they'd be like, yes, I want that. Like, what is the, yes, I want that for your audience, that you could give them. So there's this clean energy of just like, this is for you, not like, I'm sneakily trying to sell you something like, no. Like, what can you give them that has them say yes, thank you, and here's my email.
Pualena 44:18
Totally, it's like less about getting them into your funnel, yeah, and more about providing value and then seeing what happens after.
Jessica 44:24
Equal value, right? Yes, equal value, exchange.
Pualena 44:29
Beautiful. I love that. The other thing that I thought about as you were talking was, if we come to an interview with the intention of having just like, a friendly conversation, that could be so super valuable and awesome and fun, but it could also go the other way, where the host, who is likely inviting you on as sort of an act of goodwill, paying for your interview to be edited, and then they may not get tons of value from something that you just kind of show up half-assed, just for fun, not that there's anything wrong with that. If it's the right show if it's the right audience. I think the audiences that we are talking to today are really looking for that equal exchange of value to be able to share great stories, as you said, I love that. I love stories. I love teaching through stories. Storytelling is so powerful, which is so different from just showing up and having fun with your friend. Again, there's time and a place for that. I love those too, but yeah, it's worth thinking about.
Jessica 45:36
Yeah, and especially for business owners and entrepreneurs. You know, we're not comedians. We're not on entertainment podcasts. Like, you know, typically, the shows we're on are probably a little bit more boring than, like, listening to the most recent like, pop culture news, like, let's just be honest. Like, you know, but be entertaining. Like, I like to call it edutainment. I didn't, I did not coin that term. I heard it somewhere along the way. But make it at least a little bit entertaining. People are typically listening audio only. They've got you, you know, on Spotify, Apple podcast. So even though we've got video on right here, most people probably are not watching the video. And so add a little energy to your voice, like laugh, like make it fun. You know, if people feel like they're a fly on the wall of a really fun conversation. They're going to enjoy listening to it a lot more.
Pualena 46:25
Absolutely. I mean, I have smiled the entire episode so far. Like you are a joy to talk if you need any, if someone's listening, you're like, what's an example of a great guest? Just find us on YouTube, and then go watch it.
Jessica 46:41
Thank you. Well, it makes it easy when you're a great host, like it really is co-creating an episode. I'm serious. I'm not displaying smoke like podcast interviews are co-created a really good host and an average guest, eh, same opposite, a really great guest, but a bad host, eh, but two like equal value is the best.
Pualena 47:10
Love it. I am so thankful that you are doing what you do, because people need the encouragement that you offer, the value that you offer, the services that you offer, all of it is incredibly valuable. It's, again, the unicorn of marketing, I think, if you're not wanting to pay for ads, or if you do and you're looking for another marketing channel, consider not just podcast guesting, but consider working with Jessica. I feel like you just probably make it very easy for people as well. Could you walk us through a little bit of your process?
Jessica 47:47
Absolutely, yeah, and we have such an amazing team at Interview Connections whenever someone truly asks about our differentiator, I mean, there's certainly many that I could give, but our team is incredible. Like my business partner and I are 50/50, co-owner. She's our CEO. We had a meeting yesterday with our leaders, and we just walk away. We're like, wow, our team's awesome. Like, we don't need to exert power. They're just like, yeah, we're doing this. And we're like, great, great. Like, sounds awesome. Like, our team is just awesome. So, yeah, you know, we love working with entrepreneurs who feel like the best-kept secret, who want to leverage podcast experiences but do not want to spend all their time researching, pitching, following up, and actually getting booked, they need some guidance on what's the call to action? What should my topics be? I don't know what types of podcasts I should be a guest on. We basically implement them for you. We're done for you agency. We have coaching calls. We do interview audits. It's, it's an amazing program. So if you're interested in learning more, you can book a free consultation call to see if it's a good fit. I do very low-pressure sales like it's truly, let's see if there's a good fit for you. Let's see if you're a good fit for us. If, Yes, awesome. If no, no worries. So if you want to find out, you can go to interviewconnections.com to book a call. And I don't normally give two calls to action, but I did mention our masterclass, so you could go to interviewconnections.com/livemasterclass and register for a free three-day workshop with me.
Pualena 49:12
Amazing, that is incredibly valuable. We'll link both of those in the show notes. And I just, I want to thank you. Thank you for doing what you do in the world, for showing up the way that you do and for joining me today. This has been so fun.
Jessica 49:27
Thank you. This was I also thought it was very fun. So thank you for having me.
Pualena 49:32
Absolutely, any last tidbits to share with our audience today before we close?
Jessica 49:37
Thank you for listening. I hope you all had as much fun as we did!
Pualena 49:43
Me too, I second that for sure, amazing. We'll be in touch.
Jessica 49:42
All right.
In this episode of the RBL Media Podcast, Pualena discusses the critical steps every entrepreneur should take to validate their business idea before launching. Whether you're in the early stages of planning or seeking to refine an existing business, these seven essential tips offer practical advice for preparing your business idea.
Pualena covers the importance of conducting thorough user interviews, performing comprehensive market research, and developing a Minimum Viable Product (MVP) to test your concept. She also explains how to create a Unique Value Proposition (UVP) that sets your business apart from competitors and why planning for scaling is crucial from the start. Pre-selling your product to gauge interest and generate early revenue is another critical strategy Pua highlights.
Through practical, actionable advice and examples from her experience, Pua offers a step-by-step roadmap. This roadmap will help entrepreneurs confidently advance their ideas and encourage building a solid foundation for long-term success. Whether you're just starting or fine-tuning your business strategy, this episode is filled with valuable insights to help you fully prepare for the journey ahead.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 00:00
I don't want to scare you, and there's always going to be a little bit of flexibility here. But if you just blindly go into this and say, this is a great idea, I know it's going to work. I have some savings. I have my credit cards. Let's go. I want you to have more of a plan than that.
Pualena 00:22
Hello, and welcome back to the RBL Media Podcast. I'm your host, Pua, and we are moving right along into our next episode. So, this is episode two of I think I said six last time, but I do believe that there are seven episodes in this foundational business-building series. These are seven, six or seven, I will figure out the right number of episodes to help inspire action to move forward with that idea that you've had to launch, that business that you've been wanting to launch, from a very strategic perspective. This is going to be sort of each of these episodes will provide you with some actionable, foundational steps, strategies, ideas that you can take and run with if you'd like. I do want to say, let this inspire you. But don't let that this podcast be the only guidance that you invest in or that you take action on. I encourage you to do additional research for yourself, and really, if you are like in it, to win it, wanting to go and create an incredible business or launch an idea, I highly, highly recommend looking at hiring either a business coach or joining some kind of group program, joining an incubator program. I'm about to start an incubator program, which sounds like it's just for startups, but the specific program that I'm about to join is they actually encourage you to be an existing business. You know, you've had clients, you've provided your service, you have products out in the world, so that there is a little bit of data for them to work with, so you don't have to be brand new to join something like an incubator. So, anyway, just wanted to throw that out there. Please don't let this be the one and only source of information for you. But I'm really grateful that you're here. I'm grateful that you've decided to invest your time into listening to this episode.
Pualena 02:31
So, without further ado, today is going to be all about validating the idea that you have for your business, your product, your service. This is actually a really fun one. The title is really boring, and I hope that you're still here because I think this is one of the most fun things about starting a business, and as long as you don't have the stress of, like, a lack of resources, so like, this phase can be kind of stressful if you've quit your job 18 months ago, and you've blown through your savings, and you're trying to make this work. And there's that, like the little thread of desperation when it comes to idea validation, that's a very different place to be. You just need this to work. You just need somebody to buy it. So, if you are in that place, I highly suggest that you sort of do some meditation around that. I don't mean to laugh, and it's 100% true, like, I want you to really do a mindset shift and understand that this is kind of a longer process to make sure that you can grow quickly after this. We don't want to be necessarily validating while we are launching, while we are in the throes of marketing and getting things out there, and then you're receiving all of this feedback that you would have gotten in the validation stage of products that are now out into the world, that have problems or that people don't like because of X, Y and Z or that could be better because of this and that. So, this phase will feel like it's slowing you down, but it is slowing down to speed up later. Okay? We want to make sure that your concept is viable, that it's good, and so this is going to be a really fun way for you to be able to take some action steps towards that.
Pualena 04:25
So, the first thing that we're going to look at is the product market fit. Is there a space in the market for your idea, for the product or service that you have in mind and something that people either love or hate? But I must bring it up early, is the idea that you're going to talk to other humans, you're going to do user interviews, and you're going to do them many, many times along the way. So, I would, if I were you, start thinking about who those people could be for you and you're going to do user interviews before we create a concept. In the middle of creating a concept or a prototype, you're probably going to do 1, 2, 3, maybe more rounds of interviews in the prototyping phase. And then once you've launched, you're going to want to do, you know, series of interviews shortly after launch, it's it's smart to do them every so often, surveys are a little bit different. And I think post-launch, what you're going to want to rely on more is surveys than interviews. But interviews are going to be really, really good no matter what because feedback is data, right? Feedback is something that we can iterate on. And once you've launched, you can do things called development cycles, where you have a pool of feedback. And bigger tech companies I know, will have like a kind of like a public billboard of ideas, feedback, feature requests, so you can see what other people have requested. And if they're really great, I love the transparency of having things that are publicly viewable for people to say, like, Oh, this is in development, or this is next in the queue. They're working on this. They're going to launch this soon. So, you can think about that post-launch. But while you're still in the idea phase, we want to figure out, we want to ask people like, is this something that you would buy? Is this something that you would use? Is this a service that you would invest in? So, I'm going to refer sort of back and forth between the prototype or, like, the concept phase versus the kind of pre-idea phase. And in your idea phase, it's a little bit harder to get good feedback. So, talk to people say, I'm thinking about putting this together. Here's a few questions I wanted to ask you. If people say, like, oh, you know what, I don't know if I would buy that, great feedback. Don't even make a prototype. If enough people say that, if people are like, yeah, that's kind of cool. You know, make move forward with your prototype. And when I say prototype, that does not have to just mean a physical product. We will often prototype websites, apps, digital platforms. You can prototype pretty much anything and then allow people to sort of navigate through the prototype. So, when we're doing user interviews, let's say we are, and this is something that I do quite often. We've built a website, a web experience, and in that user interview, I'm going to jump onto Zoom, I'm going to give the person the link to the website, and then ask them to share their screen and navigate through it. And this okay, I'm sort of jumping around. I apologize. In web design, we have the design phase, the prototype phase, and then the actual website build. So, we're getting into the weeds here. But in this case this is your zone of interest, I do want to share this with you. In the prototype phase, we will build in a platform called Figma, and Figma allows you to create kind of a working prototype where you can assign actions to different links and buttons and sort of navigate through things, but it's not a live website. So, for example, if I have a page and I have five buttons on the page, and I have, it's a prototype where I'm just building up the functionality for the top of the page, I'm going to have the buttons connected to where I think people might want them to go, but I'm not going to have the rest of the buttons connected yet. So, when I do the user interview for that specific part of the page, I'm watching to see if people understand where to click, if it's intuitive to use, if it's easy to use, if they look like they're navigating through it, well, if they're interested in staying on the page, where they're going, where they're clicking, right? So, back to our Zoom. We're on Zoom. They have the link to the prototype. And I say, you know, just you know, could you show me what you would do if you were trying to get to the first podcast episode of this series? So, they would be on the prototype homepage. They would click on podcast and then scroll down to the first episode. That shows me that it's very clear to them how to achieve that goal. And it can be kind of tricky to not lead the witness in this. So, if you are prototyping a cup that can mix your drink while you're sitting at your desk, and you can have that prototype that you've had created, or that you've developed put it in front of somebody and say, could you turn this on for me? And they're looking for the on button, and it's really hard for you to be like it's right there on the handle. We want to see how people are using the product, which is why I think you're in the prototype phase of your idea, this process can be really fun and really informative.
Pualena 10:06
The other thing we want to keep in mind is asking open-ended questions, again, not leading the witness, not giving us a yes or no, because we want to be able to take the responses and get as like, extract as much out of them as possible so that you can iterate on that feedback as you need to. Remembering also that one person's feedback is not necessarily enough to iterate on. We want to have sort of an average, right? So, if somebody's like, oh my gosh, this is so hard to use, a question can be, you know, do you use this kind of technology a lot? And they could say, No, I've never used this before. You can say, Okay, well, then people who are used to using this type of tech will understand that, like the Create New button is usually in the upper right in a different colour, but for this person who's never used this before, they're having a little bit of a harder time navigating both really great pieces of feedback because it depends on your target market. If you are marketing to brand new users, you do need to make that an easier process. If you're marketing to people who use this kind of tech, then maybe that positioning is okay, right? So, it really depends on who you are, who you're marketing to, what your product is, etc. Some examples of questions that you could ask is, describe your typical day and how you use this tech in your day-to-day. What are your main goals of using this platform, or service, or product? What was the learning curve when you first started to use a product like this? How did you get used to it? Were you excited? Were you really, did you want to use it every day? Did it become an integral part of your day-to-day? Did you have to kind of create habits around it? Did you have to create boundaries around it? Something that is kind of controversial, but this is a question that I like to ask, how easy or difficult is it to find information or complete this task? So, for example, that task about finding the podcast episode, how easy or difficult was it for you to find that? Could you navigate this easily? Tell me more about that experience. And people will say, I like that you labelled it podcast and not the name of the podcast because I may not know that that was the show, you know. So, we can gather information. People will tell us what they understand and what they don't understand. And this is really important because when you are in a specific industry, or this is your day-to-day life, you understand things a little bit differently than somebody who's just using this as a tool. Okay? So, for example, if you're creating the cup and you're like, turn on the vortex. They're like, the what? And you should call it the mixer, right? It's like that, you understand what that means, but they don't. Okay. And then you know it really depends what you're building, if it's an app, if it's a tech product, if it's a physical product, your questions will be different, and I do want you to take feedback well and also with a grain of salt. People will be either depending on their relationship with you, if it's families or friends, they might be too nice. They may not be fully honest because they don't want to hurt your feelings. Some people may like something and someone else may not like that same exact thing. It's important to get a good range of feedback, look at sort of the average answers and iterate on the things that you feel are most important for user experience and for sort of speed to market. So, if someone's like, I really wish that you made this in green, but the product itself is ready to launch, but it's pink, launch it in pink, and then do a round of green later, right? So, but if something's like, really not working and people are really frustrated with it, fix that first, okay? And then, similar rules apply to surveys. Again, it's sort of a kind of more passive way to get feedback, but it still works. It can be a little more difficult, because then you're relying on people to do it on their own time. And a lot of times, even people with the best intentions will say, Oh my god, I will totally do this survey for you, and then they'll never do it. And it's not because they hate you, it's because they just forgot. So, you could either remind them, you could incentivize it. You could sit down, sit down with them. Say, like, could you fill out the survey with me real quick? So, it's totally up to you. There's tons of platforms for surveys. My favorite form builder of all time is Typeform. I think that they are priced a little weird, but the user experience, the customizability, the way that you can brand them, the way that you can sort of create conditional questioning. I just integrate with many things. I really love Typeform, but there are so many Google Forms. Is always available. It's always free. It's always not as customizable as we want, but it works really well. So, there it is. Okay. That was user interviews.
Pualena 15:29
Next, you want to look at demand. We want to figure out, is this already in the market? If it is, what does it currently look like there? How are people using it? Are people using it? And there are a lot of ways to do this kind of market research. When I was just out of college, I think this was in 2010, 2009 or 2010, I lived in China for a few months, and I worked at an international marketing firm and as one of two native speakers in an office full of native Chinese speakers, I was tasked with creating market reports, and these were massive, like 60 to 100-page reports for specific industries. And this firm it was specifically for, like, agricultural products and food products. So, the two companies that I worked with, Lay's Potato Chips, which was a really like funky project, because they have different flavors in China than they do in the US. They also have different ingredients, different labeling requirements. It was a whole thing. But any time a new product was coming into the market, we would create these reports, and then the client would come over. We would take them to these dinners. We would do like supermarket tours and trade shows. And it was a really fun job. And so in the reports, I was going to like 20 different markets from little like 7-11, types of markets to supermarkets to like big, huge, you know, the equivalent of like Target or Walmart grocery store type markets, and just looking at everything that was already on the shelf. From price point to like the package design, to labeling, to ingredients, to flavors, and then we would research like, what is selling, who's buying what, and where and when. And these were so in-depth, but it was a really important step in the process because it helps these companies to figure out what flavors do we create for what markets, how many bags of chips, and what size do we provide to each market? And I'm talking about both like supermarket, but also like the general Chinese market. So, yeah, that is like the very in-depth end of the spectrum, but I do recommend doing some kind of research like that for yourself. Like if you're creating a digital platform, find every single platform that already exists that does anything remotely similar to what you're doing, even if it's a bigger platform that offers what you're creating as part of a bigger package. Figure out what that is. Figure out what the demand is. If you can, get on the phone with their sales reps, like, seriously, you can pretend that you want to buy the product, if you want to get information that way and ask, you know, have a list of questions to ask. I worked on a project last year, earlier this year, and we were looking to partner with local hotels, and it was a sustainability project. So, I called 30 hotels, and I pretended to be an I was like, Oh, hi, I'm thinking about coming and staying at your property. I am I like to stay at hotels that are environmentally conscious. Can you share a little bit with me about your sustainability practices? They don't need to know that I was never gonna stay there, right? Like it's a great way also to hear what people on the front line of the sales process have in their arsenal to share with you. So, anyway, market research, go do it. It's very important. It's very eye opening, and you might get some ideas truly, like it's it's kind of a cool process. It does take time, so make sure that you've budgeted for that time.
Pualena 19:35
The other thing, when we are looking at product demand, is, can you pre-sell this? And this is getting us into a little bit of a conversation around an MVP, a Minimally Viable Product. I wish that I researched this before I jumped on here. I actually tried for a couple of minutes, and I couldn't find it. But I think that I saw this on YouTube once where there was someone who was on, I don't know if it was like a talk show, or if it was a like a podcast or some kind of interview, and it was a founder of this, like toothbrush, it was special. They had, oh, remember from our first episode; they had a unique value proposition or a unique selling proposition. And there was something special about this toothbrush. I don't remember what it was. And the host, they were like, Oh, what are you launching? And they were like, Oh, well, we have some prototypes. You know, we still have some tweaking to do, but I brought some for you guys to check out. It was, it reminded me of Shark Tank. It was not Shark Tank, but the host was like, why don't you just start selling these and see what happens? And I remember that it was like, a little pricier. It was like, I'm just gonna say $20 a toothbrush because that sounds like a little bit absurd like it was a little absurd. And they were like, We need to get the price, we need to get the material cost down so that we can lower the price of the product. And the host was like, Well, why don't you just try to sell it right now and see what happens? And so the host was like, he's like, what's your Venmo? And the guy or Paypal or something, and the guy says it, and they, they say it out loud, and then, like, all these orders start coming in live. And he was like, Cool. You just proved your concept so that, like, let that inspire you, that you don't have to have it fully fleshed out yet to sell it. We do this all the time in the online course space. You can have a course, you have the curriculum planned. You know the outcome. You know that you can sell this course. You know that you can provide people with the outcome that they desire, with the results that they desire, right? You're not just selling like an idea out of the sky. You're you've planned this. You've gotten results for people before. Maybe you're a one-on-one coach, and now you're creating a program with your methodology. So, you create it, you're in the middle of creating it. It's an eight-week course, and you've done three weeks, and then you start selling it. It is my favorite accountability tool to actually finishing your course content because people have bought it, and now you have to launch it when you said you were going to launch it, so you have to create the content. So, pre-selling is very powerful. It is a great way for you to see right off the bat if people would actually buy this because you can say in your user interviews, would you buy this? And people be like, Yeah, I'd totally buy it. And then you can say, like, well, I have a link here, would you like to buy it right now? And they can say yes or no, right? So, you can say yes, but the act of actually buying it is, like, so much more powerful, right?
Pualena 22:31
Okay, so on that note, let's talk about your unique value proposition or your unique selling proposition. They are sometimes interchangeable. This is going to set you apart from everything that already exists. And the only way that you can know if your USP or UVP will set you apart is if you've done your market research. Because if you haven't, you could say that this is so special because of X, Y and Z, and yet everybody else out there is also doing that, so it is no longer unique, but you didn't know because you didn't do your research. So, I looked this up, and I really liked this definition a USP highlights two key differentiators. Here is an example of a USP, the world's thinnest smartphone with a battery that lasts two days. Okay? Those are two things, two key differentiators, the thinness, right? Apparently, people like that because in user interviews, people say, Gosh, I wish my phone was a little thinner. It doesn't really fit in a lot of the pockets that I have. And, man, why does my phone battery die so fast? So, those are two things, and let's say you're doing user interviews early, early on, you can get this feedback of what people don't like about what's currently out there so that you can innovate on those things to create a use a USP for yourself that maybe didn't exist when you first thought of this idea. So, talking to people, doing your research, doing your user user interviews is so, so important. Okay, another example of a user-unique value proposition, experience the future of clean energy with our solar panels that increase efficiency by 30%, reduce costs by 20% and come with a 25-year warranty. Okay, so this is a great opportunity to also start thinking about this is a great like subtitle for the header of your website. It's a great elevator pitch, right? The world's thinnest smartphone with a battery that lasts two days. Wow. Now you have to actually, like this hatch has to be true. So, you can't just say it's the world's thinnest smartphone and know that there's another phone out there that's thinner than yours. You can't just pull things out of the sky. They must actually be true. I mean, you could. Then people would find out, and then you'd get reamed. Okay, so fun assignment for you. Start to craft your USP. And if you feel that you can't craft it yet because you don't have the information yet, start to do your research. Right? Let's see, sorry, before we move on. You know what? I'm not sorry. I have this thing where I apologize too much. I am just going to keep going without apologizing. But please know that I have your best interest in mind. Three key elements in creating a USP or a UVP, are unique features and benefits. We talked about this. What makes the product or service different from others? Number two, customer needs. How does it address specific needs or problems of the target audience? And three, clear and concise, it should be easy to understand and easy to remember. Memorability is really, really big, right? That's why we have these repeat messages. That's why. So, I just saw this thing, this um Instagram reel of three commercials, if you grew up in the 90s, that that you probably remember and played over and over and over. One was Clear Eyes with Ben Stein, the Clear Eyes commercial, Clean Your Eyes. The other was. The second one was the Muzzy commercial where they're like, “Je Suis La Jeune Fille”, and, oh my gosh, what was the third one? I don't remember. So, I guess that one was the least memorable for me. Oh gosh. It's right on the tip of my tongue, it was like, I think it was like, some kind of, oh, it was the air conditioning commercial where there's like, the couple, and they're sitting in the kitchen, and they're like, it's gonna be another hot one. Okay, I don't know that one, that one was the least memorable for me, but I still remembered it.
Pualena 26:46
Operational viability. So, an idea is really awesome, even a prototype, super awesome. And the entire reason why we have things like GoFundMe or Indiegogo or all of these like fundraisers, what is it? What are they called? I'm googling right now, fundraisers for products. Okay, that's just a whole lot of Google ads. Gosh, there is one that I'm thinking about, Kickstarter. So, we have all of these crowdfunding things, and the reason is, we, as innovators, need resources. So, it is so, so crucial that you have the resources to invest in the long-term process of creating a product or service. So, this is a part of this phase that you need to make sure that you either have already or have a plan for. Do you need to create a Kickstarter? What do you need to create that? You need to create a video. You probably should have a prototype to put in the video. It needs to, do your research. How do you create a compelling Kickstarter campaign? Do you have investors? Do you have have they invested enough? Or do you have savings that you're willing to put into this? Now, if you are using your own savings, understand that you are not a bottomless pit of money, and your credit cards will max out at some point, and you don't want to go there, believe me, like you do not want to do that. So, this is a very, very important part of this process. Get your spreadsheet out, get your budgeting software out, your trackers, whatever that is, really figure out. How much do the materials cost? How much will your labor cost if you are planning on sort of putting yourself in a hole with the faith that your product and service or service will sell, is your marketing plan bulletproof? Can you pre-sell? What does your pre-sell launch look like? What does your main launch look like? What is your timeline? I don't want to scare you, and there's always going to be a little bit of flexibility here. But if you just blindly go into this and say, this is a great idea, I know it's going to work. I have some savings. I have my credit cards. Let's go. I want you to have more of a plan than that. Okay, do your research. Hire a coach. I am not a financial advisor.
Pualena 29:25
Moving on, okay? I have here a feasibility study. One sentence. Conduct a feasibility study to assess practical aspects like manufacturing, distribution and scalability. This should be part of your plan, Okay, number six, scaling. Number six. I don't think I even numbered these before for you. So, if you're wondering, number one was product-market fit and user interviews. Number two was demand. Number three was your minimum viable product, your MVP. Number four was your unique value proposition or unique selling proposition. Number five was operational viability, and resources. Number six is scaling. Okay, so this you don't necessarily have to have a plan for before you start, but I do want to sort of mention that it is a great idea to have scaling in mind when you build this thing out. I have this conversation almost every single day with online course creators who have an idea for a course, or more so a membership, or like a course experience where there's a combination of, like, coaching and courses, or if you have a higher ticket course and you're doing, you know, consultation based selling things that require your time for client acquisition and for a service provider. And I fall into this category as well, right? So, as a web designer or web developer, I provide a service, and my time and energy caps out, so I can't bring on 100 clients a week. I just can't that would be great, but if I did that, I would need a plan to scale. What does that look like? I need to hire more designers and hire more developers and probably more account managers, client communication, client success managers. I would need to put a job listing out, conduct interviews, hire, train. It's months long, and if I have a marketing plan that is out to bring in 100 clients a day or 100 clients a week, and I don't have a plan for scaling like I am in a hole so fast, right? So, understanding like, what does this look like? What are your goals? If you have a specific product that you need to acquire resources for, or there's a product development cycle, you know what? What does this look like in terms of an overall timeline? Because, again, planning is everything. So, typically, when we first go to market, unless we have a ton of money that's going into marketing and advertising, we're going to have a sort of, like a nice, slow growth at the beginning. However, there are products and services that we don't realize are going to sell out like hotcakes. So, I had a client once, and she had a free Facebook group, amazing, super sweet, wonderful woman. She found a lot of success through the keto diet. And so she decided, out of the goodness of her heart, to create this Facebook group for support. And she had it for years. And you know, people, her target demographic, I think, was women in their like, mid-40s to 60s or 70s, and sort of wanting to either lose weight or get healthier and need accountability in some sort of community. So, she would just, she'd provide recipes, she would go live. She was super inspirational, really supportive. And one day she was like, I think I want to have a membership where people pay to be a part of this. And so we created the membership, and her goal was 200 members. And what we didn't do, actually, I can't remember, this was a couple of years ago. We may have actually discussed a cap, but the goal was 200 and so she started to tease this in her Facebook group and talk about it and get people excited about it. And we were building and building and building. And then she launched, she opened her cart, and within the first hour, she hit her 200 member goal. And I remember the first day, it was like climbing and climbing, climbing. She had hundreds of people coming in, and it got to around 500, and I was like, when do you want to close the doors on this? Like, do you want to cap this? And I think we just decided, like, let the people in. She had, like, an early adopter rate or a beta rate or something. And typically, when you launch something like your first round of online courses or your first membership, there's bugs to work out. There's some tech things people have, you know, some people might not be able to access things properly, and so that's why we want to do lots and lots of testing with small groups of people. Well, we didn't do testing with small groups of people for this. She ended up with, I think it was almost 1800 members, if I remember correctly, which was epic, like she made boatloads of money in her first launch ever to this group of people that loved her. And there were mountains of tech issues. Like, I mean, it was fine, we got through it, but it was so, like it was all hands on deck for days and days and days so. So, why am I telling this story scaling, test it, test it small, and have a plan for scaling and growth. Okay?
Pualena 35:09
And then number seven, which is our last point, is pre-selling, which we already kind of talked about, but really thinking about like, how do we weave all of this together into a marketing plan that can allow you to pre-sell, to get a little bit of income, a little bit of a cash flow to support the full launch, and get some feedback from your pre-sales, figuring out, you know, is this viable? Can you pre-sell it? Are people buying it before it's available that speaks to your messaging, that speaks to your prototype that you've put out into the world? People trust a video. People trust testimonials, right? So, do you have all of these in your marketing, weaving your user interview data into this pre-selling plan? So, all of this weaves together. I know this was a lot in one sitting. I hope you could pause and play and take notes as you need to, or listen to this again. As always, please feel free to reach out if you have any questions. If there's anything that you want to go over more, I am happy to do that, and thank you so much for being here. I'm really excited. I can't wait to hear about everything that you're building and creating. Next episode of this series is going to be on pricing, which is always really exciting and really confusing sometimes, so that'll be a fun one, and I can't wait to talk to you again. All right. Keep crushing.
Imagine transforming your business landscape through the power of virtual spaces. In this episode of RBL Media Podcast, Pualena opens the floor with Michael Tucker to dive deep into this concept. Michael Tucker started with humble beginnings as a Real Estate agent. Through charismatic leadership and the use of virtual spaces, he is now the proud founder of a multi-million dollar business, FunnelsPro.
Throughout the podcast, Michael provides actionable advice for hosting virtual events that build trust, establish credibility, and drive significant growth. He reveals why he believes building a thriving business is based on creating platforms that allow genuine, lasting connections with clients. Michael encourages focusing on meaningful interactions and explains how, by doing so, companies can build trust and increase conversion rates.
He challenges listeners to ask themselves what they can teach the world and how they can create a booming virtual community regardless of their business. Pualena chimes in with the struggles of imposter syndrome that many entrepreneurs face, to which Michael reveals how he and several other well-known speakers overcame imposter syndrome. Pualena and Michael end the podcast by encouraging listeners to begin imperfectly, begin messy, and know that the starting is half the battle. Listen on to take the first step toward a virtual landscape ready for the inspiration of new leaders.
About Michael Tucker
Michael Tucker is the Founder and CEO of FunnelPros, an agency specializing in high-converting virtual events and funnels for online entrepreneurs. With years of experience helping businesses grow their influence and revenue through immersive online experiences, Michael has developed a proven five-day challenge model that drives both engagement and results. His innovative approach has led to millions of dollars in revenue for clients across all industries.
Resources discussed in this episode:
Speakers
Online Tools
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Contact Pua Pakele | RBL Media:
Contact Michael Tucker | FunnelPros:
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Transcript:
Michael 00:00
There's people out there that their futures depend on you being willing to share what you're passionate about. There's people their futures depend on you being willing to step out of your comfort zone. Speak up and speak out with your message. And that's why I love these virtual events, is you were sharing about stages and the power of a stage when you step on whether it's an in-person platform or a virtual platform, you get up, you have influence over people's lives. You have influence over them. So, there's power in your message. Don't be afraid to step on that platform and share it, even if it seems so simple, if all I did was help one or two people, would it be worth it? I would say it would.
Pualena 00:47
Michael Tucker, we are here finally, and I'm so excited to have you on the RBL Media Podcast. I have looked at a bunch of your content, your website, and I absolutely love what you do. I cannot wait for you to share your business and your services with our audience here today. So if you would, could you tell us what is it that you do? What's your business and why is it so incredibly awesome?
Michael 01:16
I do a lot of the things that other people don't want to do. I'll say that, but no, my name is Michael, and we run a funnel in virtual event agency, so we step into online entrepreneur's businesses, and we run high-converting virtual events to help them get more influence and make more money. And so we've been doing this for a while now, and I love it, because there's no other vehicle that I have found that can take leads trust and it leads credibility from zero to a 10, such a short amount of time. So, I'm excited to be sharing a little bit about that today with you all. But more importantly, I'm excited to be here. I've listened to the podcast some. You're so great at interviewing, and I love the conversational style, so I'm excited to dive in.
Pualena 01:59
Oh, thank you. That's so nice. It's just like the most fun part of my that's not true, I love so many parts of my business, but this is absolutely something that I enjoy, and it's because I get to talk to people like you, who do amazing things in the world, and you are no exception. You've innovated a service that like I'd love to know how this came out because I know virtual events after COVID became more of a prominent way for people to get in front of audiences, to get on stages. Is that where this originated from? Or, you know, what is your story behind, where, how did you how did you realize that virtual events were something that entrepreneurs could utilize to get those really high-quality, qualified leads?
Michael 02:43
Yeah. Very, great question. And actually, how I started in this business is not what most people would expect. To be honest, my college-age self would not even expect it as well. You know, I didn't go to college thinking that I'm going to start a virtual event business, or I'm going to be building all these funnels, as people call them, or these websites. But what happened actually, was this, you know, in college, I went to school for business, but like a lot of college-age students, I ended up graduating without really knowing where I was going to go next, and so I went on this hunt for the thing, and I just was trying anything and everything to make $1 because I just gotten married. So, I just graduated college, just gotten married, and I was like, All right, I got to get some cash. And so I tried drop shipping, anything in stock trading, anything. And what ended up happening, one of my friends came up to me and said, Hey, you should try real estate. And now this call isn't about real estate, but he said, you should try real estate. And I said, Yes, but there was one problem, is I had no money. I said, Dude, how do you expect me to real estate with no money? And he says, I'm going to show you. And so what we ended up doing is we bartered services. And if you're here, one of my life hacks, as I've done it many times, is learning how to barter services with other individuals, other professionals. And so, what we did is he coached me in real estate for free, and he said, but the prerequisite is that you have to work in my business for free, so I'll coach you in real estate, but you have to work in my business for free. And so that for me, although at the time, like some people be like, Oh, that's free labor for coaching, like it was a win for me, because I just was at this place where I needed to learn. And so that was actually the first place I started learning about marketing and virtual events. And if I want to give you the Cliff Notes version, we actually, together. His name was David. David and myself, we grew our, that business that we were co-working in together to $750,000 in 10 months, all through virtual events. And so that was like the light bulb moment in my world. I was like, there's something to this. I was making 20 to $30,000 a year, but we just made $750,000 in less than a year. Mind blown. And so, that was the start of it, and from there, it grew and grew and grew, and we've learned a lot of things. We've learned a lot of tactics and strategies, but I'll say, didn't expect it. But it was one barter, one negotiation that got me into this industry.
Pualena 05:14
That's epic. You never know if you say yes to something that might sound like a red flag, as long as you're careful, right? Because I can see why people were like, uh, this sounds like somebody just wants to take advantage of you. And it ended up being the thing, like, the pivotal experience that changed your entire, like, the trajectory of your career. So, good job saying yes to that leap of faith.
Michael 05:40
Changed everything. Yeah, and so many people are afraid to say yes. They're they're afraid to say yes, but it's the one thing that helped me, and so don't be afraid to get out of your comfort zone and do that. You know, you never know what's on the other side. So yeah, 100%.
Pualena 05:54
Awesome. Incredible. So, what is it about a virtual event that is different from the traditional methods of lead generation, or even, I mean, your business is called FunnelPros. And when we think of funnels, we think of these, you know, digital kind of building blocks with these, you know, sequences and triggers. And truly, when you first reached out, and I was like, FunnelPros, okay, this guy's a funnel builder. Like, I've met a funnel builder before, and I looked at your website, I watched your video, and I was like, this guy's different. This is fascinating. And to hear and to read the stories of your clients, and to look at the case studies, like, I cannot wait. I would love to hear you know, what is it about virtual events that makes this entire concept of funnels different, and how does that enhance the client's ability to bring in qualified leads? What does that look like?
Michael 06:55
Yeah. I mean, there's many different types of funnels out there. If you study Russell Brunson or any digital marketing today, you're going to see that there's ebook funnels, Facebook funnels, there's, we can go VSL funnels, there's tons of them, right? There's different styles, but I'll say this, what the main difference is, in my eyes, is the amount of immersion you have with each individual person, right? The funnels all work the same. The funnels is just a medium you're using to take somebody from not knowing who you are, to educating them on who you are and what you do, and then getting them to purchase that product. So, what I've found is that these virtual events, you can bring somebody in, spend an hour, spend 90 minutes with them, and then all the sudden, you know, they're handing you their credit card, they're handing you the debit card ready to pay. And now that's a little bit different than a, you know, a phone call or book a call funnel, where maybe they're going and just reading a page, filling out an application, just talking with you for 15 minutes. Who's going to have more trust, someone who spends 15 minutes with you, or 90 minutes, or two or three hours, we all know the answer, right? And so what I found, and one of my friends actually said this one time, and I don't know if he was the source of this or he found it somewhere else, but he told me. He said, Michael, for about every hour that you spend with someone, spend time with them, you have about $1,000 worth of trust with them. I was like, Oh, that's pretty interesting. So, if I spend an hour with somebody talking, educating them, that could be them watching my YouTube video, it could be them coming to a webinar, I have approximately, you know, about $1,000 worth of trust. So, what happens if I spend five hours with them? What happens if I spend 10 hours with them? My level of trust and credibility increases so I can charge more and get more from them. Now, listen, it's not always about making more money and getting more money from the clients, but it's also about that. You know, I'm saying it's a business, right? So, that's why I love the virtual events, is because you can build that immersion, right? The more immersion, the higher the conversion, and you can immerse so much more with them. Does that make sense?
Pualena 09:21
Okay? So, that makes a ton of sense, right? So, the more time that you spend with someone, kind of in front of somebody, setting yourself up like on a stage, it's your own stage. But there is something about stages, right, that that brings that level of expertise. You're teaching something of value. You're spending quality time with people. I love that model, and I can just kind of foresee people asking, Well, this has been around for so long. It's called a webinar. How is what you offer different from something like a live webinar or, you know, I mean, there's, we're no strangers to the recorded webinar, which I think thumbs down, but, you know, it's a model that we're not strangers to, and yet, I know that you do things differently. So, how does this differ from that webinar model?
Michael 09:55
Yeah, great question. So, what we found is whenever I was first starting working with David, and he was educating me on real estate, I was learning the digital marketing game. We even tried webinars ourselves. Now I use webinars every day in our client's businesses. I use them myself. I love them. But what we found for us in his business is they didn't work. Why? Because he needed to spend, again, more time with and build more credibility with people. And so, we actually, one of our first virtual events we ever ran was a webinar. And I'm going to be honest, we made $0. I can remember, you know, building out my first funnel, and ClickFunnels, right? I remember getting the trial, setting it up, trying it out, and I remember building out all the emails. It took me hours and hours and hours to build. And I remember we launched, we ran this webinar, we launched and posted the offer. We only had probably 30-40, people there, and I'll never forget sitting at my kitchen table. It was a, I think, a Friday night. I was sitting in the dark at my kitchen table hitting refresh on ClickFunnels and why is no sales coming in? And we realized that model didn't work for us. And so, we had an individual and a friend, and this is me going on a tangent, telling a story for you. But we had a friend say, Hey, there's this model. It's called a five-day challenge. And this was back before COVID, so not many people running five-day challenges. This was like, 2017. He said, and you should run this thing called a five-day challenge. They're doing amazing for us. You should try it. We're like, okay, cool. So, we sat down, he taught us an hour's worth of information in Zoom. We went, implemented it, and we made $30,000 within a couple of weeks. We didn't take perfect action, we took imperfect action, and so we made $30,000 with no email list, just a small social media following, and no ads. And that was really, I said the first light bulb was whenever we made all the money. But it was then, and I was like, wow, I just made $30,000 just through this five-day event. So, we specialize, I'm talking fast here, but we specialize in the five-day model, because we are all about building transformational events. Okay, we are not just about building virtual events, but transformational experiences that people can come into, and at the end of it, they leave a whole different person. And that's my favorite part about is because you get people coming and thinking one way, acting one way, and then they leave completely transformed, like that's rewarding. And so yeah, we use webinars too, but we focus on a longer model, because, like I said, going back to immersion, we have more immersion with them, but then we can create more transformation. And that's why we're all in business, right? We want to transform the lives of others. So, we learned that model, and that's been our model ever since we run five-day virtual events, which we can dive into. And we've run over 100-200 of these, and they've been life-changing for us. And have they changed 1000’s of people's lives.
Pualena 12:52
Incredible. Yeah, I'd love to dive into that. And I think part of what makes this so different, and what probably works for you in this the same space that may not have worked for so many people who have tried this before, is that kind of it's that very service-based authentic nature of a virtual event where the speaker is set up to provide value and to your point transformation, rather than being set up to sell. Those are so they're so different, and yet the desired outcome is the same for either one, but one of them makes your clients feel like they're valued and they're getting something that is providing, that is enhancing their quality of life, enhancing their business. The other one makes them feel like, Oh, gosh. I don't know, this seems kind of good, but I'm not sure, is this a scam? I've seen this before, right? So, I would love to know, how do you coach your clients in crafting the event so that it feels like such a transformational experience for their attendees?
Michael 14:21
Yeah, and, I mean, a lot of the work that we coach our clients to do, it's not the fun work, right? Everybody wants to go make the offer. They want to build the offer, but it starts way before the offer, right? It starts way before the fancy funnels and the fancy graphics. It's actually figuring out what is going to bring that transformation? And what do they need? What are their desires? What is their end destination? Because if I came on here and I was trying to sell you chocolate donuts, but you don't even need or want or like chocolate donuts, like I'm just running, they're just running that promotion, running that offer for no reason. And so, I see so many people when they come in, and they start working with us. And they have all these big, grand plans, we have to slow them down and say, Hey, let's actually look at the research. Let's actually look at what are the needs? What are they thinking about right now, whenever it comes to the pain? What are they doing right now that's not working? And we sit down and craft amazing content based upon those things. So, if you're here, one tip I would give you is this, take inventory and make market research a must in your business. What do you mean? When somebody buys a product from you, send a survey asking them, have somebody on your team reach out asking them, Hey, why did you buy this? Have you bought these types of products before? Hey, what would you know, you consume the product. What would you like made differently? Like, if we were to sell it again or redo it? Like, come up with the market research, and that's going to tell you how you can craft that transformational event. You can see, hey, people are struggling with X, Y, and Z, so I'm going to create content on that. And so, whenever you can really tailor the message to them and for them, that's when it gets powerful. So, we're not all, listen, this word gets thrown around so much. Just add value. But what does that even mean? Right? For you, it's different than me. From Susan it's different than Bill, right? So, the word gets the word value gets thrown around so much, but you really have to take time to ask yourself, what is that value? Because it's different for everybody. So, that's just my two cents. You may have different thoughts, or somebody here listening may have different thoughts, but that's where we start, is there in the content.
Pualena 16:16
I mean, it makes sense, right? And I think you're right. It's very tempting to jump to the offer and jump to say, like, you know, here's all the things that I can do for you, and here's how I do it, and let's work together, but we have to build that trust. And building trust, I love what you said about, you know, how many hours you spend with a person, and it made me think, you know what are some ways that you retain an audience in a virtual event? Keeping them coming back for more when they have all of the freedom in the world to just shut their computer off and walk away or put it on the background and work on other things? Do you have any strategies or ways that you coach your clients through that sort of retention process, especially for an event that's either several hours long or even several days long?
Michael 17:05
Yeah, I think there's a few things every event must have, right? It's the three E's, okay? Three E's you need, number one, you need energy. So, if you're gonna have people wanting, or you want people to come back, you have to have the right energy. Now, I'm not saying everybody has to be over the top, bubbly, you know, and BE ON CLOUD NINE the whole time. No, it's you showing up with your authentic self and showing up with belief, showing up with passion, right? Which leads me to say enthusiasm. People need to see enthusiasm in what you're doing, right? So, energy, enthusiasm, you need to have engagement, meaning that whenever you you know we're running your event, you need to get them commenting in the chat. You need to give them homework. One tip that we do in all of our events, is we give them action steps to do, and they must bring it back the next day. So, we'll say, hey. You know, this is a five day event, day one, day two, day three. We're giving them an assignment that's going to get them closer to their main objective. So, for example, if you're you know, in the weight loss industry, maybe your event, the homework you give out is, hey, tonight, I want you to go find a nutritionist in your area, right? Or, hey, I want you to go find and contact one gym coach in your area, right? Whatever that may look like, we give them something tangible they can take with them and actually implement it so that they come back the next day wanting more. So, energy, enthusiasm, and engagement is a must. And I promise you, when you do that, right, if you show up passionately, and people can truly see that, but then you're actually being thoughtful about what you're encouraging them to do and what you're pushing them to do, they'll come back. They're gonna say, Wow, I just attended that event, and I've experienced more transformation in these three days, five days, than I have in my past year, right? And so, the reason why I love these, especially the five-day events that we run is because it provides accountability. And most people never, never, never create accountability for themselves. And so, for when you introduce what true accountability looks like to them for the first time, they're blown out of the water, they're like, whoa. What just happened? I just made $1,000 this week. Or I just, man, I just, I lost five pounds this week. They're like, what just happened? Because most people don't have coaches like we do, right? You probably have a coach. I have a coach. Most people don't. So, whenever they get that, it's totally mind-blowing from them, but it starts with you sitting down and crafting that and making sure you're showing up the way you need to for them.
Pualena 19:39
Hmm, that is, I mean, anybody can use that advice, even if virtual events isn't your thing, showing up authentically with energy, I think it's an amazing way to just host your Zoom calls that you host all week long. It's definitely, really solid advice. I'm curious, you know, what types of like, what is the, if you can think of one or two examples of businesses that are not necessarily coaching businesses, or, you know, people who have online courses or anything like that, and think, you know, I don't have a service that I necessarily teach in, will this work for me? Have you had clients in, like, service-based businesses, or even, you know, physical product businesses utilize this model successfully? What was that like?
Michael 20:30
Yeah, great question. So, we've done this in every industry. We've had life insurance agents, we've had real estate agents, we've had, you know, tons of different people. And this is where a lot of people say, Well, I'm not a speaker. A lot of people say, I'm not an author. I don't have a coaching program. Well, listen, we've done this for software. It's all it is, is educating your potential clients on how you help to overcome a pain of some sort, and then presenting a solution, right? Educating them. So, for example, I'll give you how real estate agents can use virtual events. Real estate agents, there's tons of home loan offers out there, right? There's 0% down home loans, right? There's 5% there's these veteran loans. I'm going to be honest, I have no clue what types of loans are out there. But if I was a first time home buyer or I was looking for a home to buy, I would show up to a virtual class to learn about my loan options. So, how, like, for example, a lot of real estate agents have come to me and say, Michael, this isn't for me. I can't implement this. Yeah, you can. Start hosting workshops once a month for new home buyers that need to learn about loan options. You partner with a preferred lender as a real estate agent. And I know I'm going off the rail here, but giving you an example, you partner with a preferred lender as an agent, and guess what? You're going to connect them. I don't know if you can make referral fees in that industry, but you may get a referral, you may not, and then also, you become the trusted individual in your market. Now as the agent, they're gonna say, Okay, Michael is now the person I want in my corner, whenever I go to buy a house. I'm gonna say, Michael is a person I want to buy my house, sell my house for me because they just connected me to the loan person. I just spent an hour with them. I trust them. And so, it's listen. We've done this in multiple, multiple, multiple industries, solar, software, but it's all about just education. So, how can you educate your audience and your potential clients on why what you do is needed and why you doing it is better? Does that make sense? Or is there still any hang-up like you would see other people would have?
Pualena 22:44
Yeah, I mean, I just think people have these limiting beliefs that, you know, I'm not a teacher, or, you know, I don't I'm not a speaker. This is not something that I do. I don't have anything to teach. We often sort of forget that the thing that we do every day is something that we've created expertise around, that other people are craving to learn about, that we assume that they already know. That happens a lot in like the online course space. So, I think that's great that you're also empowering people to create a legacy for themselves by teaching what they've spent so many years crafting. It's really, it's a beautiful model.
Michael 23:24
Yeah, 100% and I mean, I'm gonna be honest with you all, there's people that need you, and what you know. There's people out there that their futures depend on you being willing to share what you're passionate about. There's people, their futures depend on you being willing to step out of your comfort zone, speak up, and speak out with your message. And that's why I love these virtual events, is you were sharing about stages and the power of a stage. When you step on whether it's an in-person platform or a virtual platform, you get up, you have influence over people's lives, you have influence over them. So, there's power in your message. Don't be afraid to step on that platform and share it, even if it seems so simple, if all I did was help one or two people, would it be worth it? I would say it would. I'm sure you would as well, if it all I did was help a couple of people, and so don't let the thought of, I'm not an amazing speaker, I don't have such, like, a big audience, don't let those things get in the way. You can do this. Just kind of step out on faith, y'all. You gotta step out on faith, and you can do it. I promise you, you can.
Pualena 24:31
Absolutely. I love that. Thank you for encouraging everybody out there to at least try it. Right? I think, to your point, to your story, when we first started recording, you just tried something. We're like, Ah, we're just gonna give it a shot. It's not perfect. Look what happened, right?
Michael 25:10
Exactly, and you can always, you know, what I tell people is, you know, you learn something new, you implement it, then you tweak it, meaning you adjust what worked, what didn't work. Then you just repeat the process, right? So, you you learn something new, you test it out, you figure out what worked, what didn't work, and then you repeat the process. You learn some more, and it just keeps rotating. So, ask yourself, Are you putting yourself in opportunities where you can learn? Are you actively putting what you learn into action, and then after which, this is where a lot of people mess up, is they run their events, and then they never take time to see what worked, what didn't work. They just say, Oh no, sales, but they didn't go look okay, were the emails successful? Did people open them? Maybe not. They never take time to really analyze the results. So, make sure you're analyzing what you're doing, and then go back and keep learning and repeating the process. So, I feel like I don't know you a whole lot well, but I feel like you would be really good at that. I feel like, just because your personality and who you are, the success you found, I really feel like you thrive in probably that area, though.
Pualena 25:56
Oh, thank you. That's so nice of you. I mean, I think there's always the fun part of things, and then the number crunching and the analytics, but if we connect that to the success of, anytime you do this in the future, or, you know, it becomes almost like a game, right? Like, okay, we had these emails. This one was opened, the next three weren't, or people started dropping off an hour two and a half. Or, you know, whatever those analytics look like, if we can just use data as feedback instead of as a reflection of our value, right? Like you didn't fail if you didn't get the sales that you wanted, there is a piece of the puzzle that needs to be adjusted. And, yeah, it's hard. It's easier said than done, for sure, because we often put so much of our heart and soul into preparing for things like this. But yeah, that's part of the journey. And on that note, I am really curious, what does, because I think the event is perhaps the biggest or the most exciting part of the funnel. But it's not the only part of it. What does the rest of the funnel look like? The pre-event, the post-event? And what tips might you have for people who are looking to try this, aside from calling you, which everybody should. You know, what can people implement both before and after?
Michael 27:20
I'll say this, you can make it as simple or as complex as you want, right? You can make these events as simple as just going live in a Facebook group because you don't have a big tech team and you don't have all the software. Or you can make it as complicated as you're using recording software and you have all the text and email automations, but I'll say this really on the front end, you need to have great communication like in order for an event to work really well, you have to be willing to keep their attention and retain them really strategically, because if not, what's going to happen is they're not going to show up, and you're not going to have the chance to build that trust and rapport with them. And so, what I tell people is that trust and rapport starts not when you click go live on Zoom or whatever software you're using. It starts from the moment they land on your first landing page right the moment they receive that first email. And so, what I'll say is, you know, passing through that first landing page and going on to okay, what happens after they opt-in? I will say this, we have communications via text and email leading up to the event very consistently. For us, you know, we're set. We're emailing them more frequently than texting, but text is a big feature of what we're doing. If you're not utilizing SMS marketing in your business right now, you're missing out on a lot of opportunities. So, I would make sure that you're collecting phone numbers as much as possible on your landing pages, your funnels because most people open up their, I would say they probably open up 90% of the text they receive, right whereas on emails, you know, open rates may be only 20%, 10%, right? So, definitely want to make sure you're implementing SMS marketing, and so, what we do prior to the event is we're getting really strategic about what we're sending to them. It's not just, hey three days into the class, but it's hey three days until the class. One of my students, who was just like you, learned how to make X, Y, Z amount with this strategy, right? We're being more strategic about giving them social proof, giving them testimonials, breaking down objections before the event even happens, right? So, ask yourself, How can I use my communication tools prior to the event to get them even more excited for the event, to get them in a state of mind that when they show up, they don't have all the objections, they don't have all these hurdles that they have to overcome because you already tackled those in the communications prior, and so, that on the front end, it may seem like it's a lot. It's not. It's just you taking some time you and your team to figure out, okay, what? What are those roadblocks that they're currently facing? What are those hurdles, and how can I help them perceive them as we're going to overcome those together? And so, that's what we do beforehand. And I know we're going to go deep here, but we keep that same communication flow throughout the event too. We're communicating consistently during the events, you know, specifically our five day events that we run. You know, we're emailing and texting multiple times a day. Why? Because our attention span in today's world is so small, right? We have such a small attention span. You go scroll on Facebook, how long do you watch a video on TikTok or Instagram before you scroll? You probably watch it for two seconds. You probably like if you're deciding whether you want to watch a video, like you have about one or two seconds, you decide I'm watching that, or I'm not. And so, we have that we're fighting against, right as marketers, as business owners, so we have to keep communication in front of them, because, if not, somebody else will steal their attention. So, we're communicating before, during, we're sending again. Getting them in a community is a big thing. We put all of our attendees in a Facebook group. Some of our clients are putting them inside of a Skool group, s, k, o, o, l, but we put them in a community, and inside of these communities prior to the event, you're giving them assignments in the community. During the event, you're giving them homework to do in the community. So, the reason these events work so well is because, again, that accountability comes back into place. They're surrounded by people with like-minded goals. They're surrounded by people who want them to win. They're surrounded by people who are going to push them and challenge them to think differently, and so, there's so much to it, ya’ll. I could spend probably 10 or 15 minutes, but those are just a few of the things you want to make sure you do in your event, is curate good communications, and that's even after the event too. You know, we can get into some of those, but you want to make sure it's every step of the process, right? But then also, at the same time, figuring out, how can I create community outside the Zoom walls? How can I create community, you know, when they're not sitting in a zoom with me for an hour? If you can master those, and if you can get that down, you'll be in a great head space, I promise you. And you'll have, you'll have a lot of results.
Pualena 32:16
Incredible. I love the attention and intention that you put into all of this. It really sounds like you craft a very intentional event. And an email is not just an email, it's not just a reminder email. It also has value. It also has a high touch, which I think aids in that authenticity and that trust building. So, really, really cool. I would love to dive in and kind of see, you know what guidance and templates you have. And you did mention a couple of platforms. You mentioned school, you mentioned Facebook and Zoom. Are there any kind of favorites that you typically recommend to your clients for each of the different components of this funnel?
Michael 33:04
Yeah, great question. You're probably familiar, but I don't know if the audience is with a software called High Level. We use High Level for a lot of everything we do. We use it for emailing, texting, our landing pages, collecting payments. It's like the done-for-you solution, so you can actually go to High Level, check it out. It's so robust. So, as far as communications and like, the actual landing page and collecting details, that has everything you need, right? And you can automate. And the cool thing is, it's like, how can you build out this event once, so that in the future, you don't have to build it out again? And that's the power of the systems and the tools we have nowadays, is we'll build it out inside of this software High Level. And if we ever want to run the event again, guess what? It's there. It's we don't have to change anything. So, for that side of things, we use High Level. But then on the flip side for communities, I love Facebook mainly because of the fact that it's an easy barrier to entry, right? So, people are going to come in. They don't have to download an outside app. They don't have to learn an outside app. 95% of people are on Facebook anyway, so it's just a click of a button, they're in a group, right? So, we'll create Facebook groups, but if it's a higher-end program, like a higher-end event with a higher price point, I mean, we'll maybe do a private community in a Skool, inside of a private separate app. Skool is very simple. I like that as well. Whenever it comes to streaming, you know, you'll definitely keep it simple. You don't need all these fancy softwares. We've used Zoom. We've used Zoom for streaming for years, ever since 2017-2018. We've used it for 1000-person events, 1500-person events. It's exactly what you need. There's some things you just don't want to overcomplicate, and that's one of them, is getting people into the room. Most people know how to get into Zoom. You don't want to overcomplicate that. Any other softwares that you'd be interested in learning about that I could give you tips and advice on?
Pualena 35:06
I think those were the big ones. You did mention ClickFunnels a little while ago. Do you still use ClickFunnels?
Michael 35:13
Yeah, great question. You know, I do for some clients, ClickFunnels. They're going through, you know, a growth, growing process. And, you know, High Level has a lot of the features that they don't have. So, if you were to choose and you were just starting out, I would probably recommend High Level over ClickFunnels. But the one thing I love about ClickFunnels is that they have such an amazing community. So ,if you're looking for more of a community and more education around how to build funnels and landing pages specifically, probably would go the ClickFunnels route. But if you're looking for something that's more affordable, something that has a little bit more features, I'd go the High Level route. But yes, we use ClickFunnels every day, not in my business, but in our client's businesses, so very familiar with it, and it's definitely part of the family.
Pualena 35:55
Awesome. Yeah, High Level is, I think, probably the fastest growing in terms of client base platform that I hear about it every day. More and more people are using it. I mean that you don't have to do an extra or a separate text platform. They offer the text marketing. It's, yeah, and there's like, an agency model too, right, where you can kind of white label it, and, yeah, something that I feel like, if you're not doing already, that would be a phenomenal thing to offer your clients.
Michael 36:27
Yeah, and we actually do that. So, that's cool, you say that. So, we have, you know, you can, like she was saying, you can get a white label account, and you can customize your own. So, what we did is we actually put all of our virtual event resources inside of our white labels. So, we have our funnels, our automation, so people can, they come to us and we just give them that. But what do you use? What's kind of like the setup for you all, whenever you set up your landing pages, or you do any of your marketing, I'd be intrigued to hear what you guys do.
Pualena 36:57
Yeah, well I’m kind of in a period of transition as well. My clientele was almost exclusively online course creators for many years, and so, I was deep in the Kajabi community. And really, like I had my website on there, I still do, and most of my clients were on Kajabi, which is, it's an all in one specifically for people who have online courses and memberships and things like that. But since we've started to expand our services and our target audience, I actually yesterday found a very cool platform called Framer, Framer.app, and it looks like it's great as, like a content management system. So, they have really cool CMS features. I'm really digging web-flow, like I just, I feel like I'm just kind of, I have shiny object syndrome right now because I'm looking for the next best thing. So, but yeah, I mean, for very simple funnels, simple email management. Kajabi, it's been good to me, but I am kind of looking for an alternative. I've been looking at High Level, so we'll see.
Michael 38:07
We're here to help you. We operate in many different places. But the cool thing is, y'all, there's so many softwares out there. There's so many different ways you can go. Just get in there and see what works for you, right? Find a community. And that's one thing I love about a lot of these softwares and a lot of these companies is they've learned. And a lot of these companies have realized that they have to build a community to win and to thrive in this market. And so, a lot of them are building so many great resources, so many courses and tutorials on how you can use their software. So, go out there, and find what works for you. But this is what I want you to do. Don't let something like that stop you from taking action. I've had so many people say I'm going to do this one day, and I'll say, Okay, what's holding you up? Well, you know, I haven't decided which funnel platform I'm gonna get. Oh, you know what? I haven't decided what X, Y, and I'm like, Y'all like, you're literally holding yourself back from hundreds and 1000s of dollars, hundreds and 1000s of leads, because you're in your own head. Those things are cool. They're needed at a time. But listen, you got to remember, you can start with as simple as possible, you can start out with a simple framework. So, just start. It would be one thing. And there's some of you all listening. That's the message you need to hear today. I just need to start y'all. That's if that's you, here's your permission to throw away all those thoughts of I need x, y, z. I can't do X, Y, Z without them. You can get started. Get started imperfectly. Get started messy. You can build Rome later. You can build the massive structure later. But just get started.
Pualena 39:49
I love that. I love that so much. And to that point, that applies to gear as well. People get like, hung up on like, I need the camera and the good mic and this and that, and it's like, you've got a phone. Phones are so good right now. Just yeah, I love that message. Start with what you got, and tweak as you go.
Michael 40:10
Yeah, you wouldn't realize how many, you know, big influencers and stuff record virtual events and do things on their phone. So, get started. But this is what I want to say when you were working with another. This is, you know, me asking you the questions. So, I know this is a little different, but whenever you were working with, course creators, you know, you're working a lot of that realm, I'd be interested, what was one of the biggest things that held them back from starting? Because we're on this conversation of, oh, you know, do I want to start? Should I start now? What was it that you seen a lot of your clients that you worked with, or a lot of the individuals that came into your world held them back? I'm just curious.
Pualena 41:12
Hands down imposter syndrome and perfectionism, every time. I mean, we would build the whole kit and caboodle. And a week before launch, all of a sudden they weren't happy with so many little things. So, there was sort of that front of, I can't launch until it's perfect because I'm afraid to put myself out there. And then there was the, Oh, who am I to teach this? So and so teaches this. They're huge. Their audience is huge. They do it better. So, there's so much of that, and the imposter syndrome shows itself at different points in the journey. So, sometimes people won't even record their content because they're feeling that so intensely. Other times, people will start to record their content, but they won't finish it. Other times, they'll finish the whole course, but they don't want to launch it. So, it's that constant sort of understanding that that's always going to exist, and needing to connect with the value and the service that you're providing to these people that so desperately need what you have to offer, and launching it anyway to your point. So, yeah.
Michael 41:59
Awesome. Yeah, I think that's a common–
Pualena 42:02
–is that similar? Do you experience something similar with your clients?
Michael 42:05
Yeah, I think that's very common. I think that's, you know, something that, not just in our industries, you know, but any business, anybody, there's people that deal with imposter syndrome and stuff like that. But listen, y'all, it comes down to the confidence in yourself, you know, know that you can do this. And I'll say this. Do you know who Eric Thomas is, by any chance?
Pualena 42:18
No, who is that?
Michael 42:00
Okay, you need to look up Eric Thomas. He's a motivational speaker, and he went from being homeless to now speaking in front of NFL teams and speaking in front of 1000s and 1000s of people. Amazing individual. I love his voice. I love his message. But I was listening to a podcast one day by him, and he was one of those that started imperfect, by the way, like a little tangent here, a little side moment. He started waking up every day at 3 am and recording a video on his phone. He got a camera later, and that's now, you can see where he's led to starting out just with his phone. But he said something one time in a podcast. He said, there's only one difference in why I'm speaking on NFL team stages. I'm speaking in front of Apple executives, he said. And then, you know, just a couple of years ago, I was speaking in front of youth groups. I was speaking at elementary schools. I was speaking at, you know, dance recitals, whatever it is, right? He's just like, there's one difference that have gotten me here, and it's my level of confidence in myself. He said, one day I decided, you know, what I am worth more than what I perceive myself. And he said I should be speaking on those stages. And he said once he convinced himself that he was worthy and that he could do it, he started carrying himself differently. He started having conversations differently with people. He wasn't afraid to ask the big questions. And so, if you're here today and you're dealing with imposter syndrome, just know that you are worth it. You have the confidence, or you need the confidence, but you are worth stepping into for it. So, listen, it's, it's scary sometimes getting in front of people speaking in virtual events. Whenever I first started, I was like, saying the same thing. I'm not supposed to be on this, you know, speaking on this stage. I'm not supposed to be on this podcast, like, what? But I'll say this. It's all about repetition. The more you get up in front of people, the more confidence you can build. And so, if you're here and you want to get better at public speaking, you want to get better at running virtual events, you have to start with one. You have to start, run it one time, get in front of that microphone, that camera, that one time, and then you take another turn. Then you take another, another stab at it, and you do it again and again. And I promise you the fourth, fifth, sixth time, you'll be, you won't even have your notes anymore. You'll be waving your hand, you'll be jumping up and down, and it's gonna be so freeing for you, but you have to start with where you're at and just realize that everybody's first time in their virtual event was probably a little shaky, a little rough, but be real. Be transparent with your audience. They'll give you the grace you need.
Pualena 45:06
I love that so much. I think that is a message that everybody can take and run with. It's really, really beautiful advice. I love to tell people, you know, find somebody that you respect, find a speaker or a thought leader that you love, to follow and consume their content and see how far back you can go on their YouTube channel. If you can get to the first 10 videos that they've ever published, you will be so inspired to start wherever you are today, right?
Michael 45:36
Yes, I agree. Yeah. I've done that multiple times with like, especially like, you look at like MrBeast, people like Eric Thomas, Tony Robbins, one of the I don't know some people like Tony Robbins, some don't. I've started going back, and I've watched like, his his public speaking from when he was, like, 22-23 years old, the best motivational speaker in the world. It's astonishing. One thing you'll find, though, they're not any different. I mean, that maybe their speaking style has changed a little bit. Maybe they got a little bit more polished. But I noticed Tony Robbins, I was watching about 22-23 years old. This guy, he spoke. He was speaking his heart out. He was, you know, sharing his message. Eric Thomas, the same thing. What changed was that people slowly attached onto him as he shared their mission, as they shared their message, as they shared with the world their their mission. People started latching onto it right as they learned how to become charismatic leaders. People caught on to it. People realized the vision was bigger than just a video, just a podcast, just a webinar, and people started following, and so you have to start somewhere. But I'll say, really get good at asking yourself, How can I become a charismatic leader, especially on virtual stages, right? Those who can become charismatic and transform into that and butt into that, you're going to have such an amazing journey. And I've worked with amazing coaches. I've worked with amazing speakers, and every one of them that I'm like, that's one of my star clients, they have mastered the art of becoming a charismatic leader. And there's books out there on that, there's YouTube videos. We could talk about some other trainings on how to do that, but maybe just look into that, because I think that is important if you really want to crush virtual events, not just virtual events, in-person events, speaking engagements, speaking on podcast, you have to learn how to care and how to become charismatic.
Pualena 47:32
I think that is the perfect place to wrap this up, because it is a tall order that I would love to challenge everybody to step into and to your point, no matter what space you're in, we're always in front of people. We're always sharing our message with people in big, huge events or in a one-on-one Zoom, the way that we can impact others, and the magnitude of our message can be shared no matter what that stage looks like. And you've inspired me, for sure, in this last hour or so to really just own the messages that I have to share. And I truly, truly appreciate you stepping into that space yourself and saying, you know, this is something that I am excited to share with the world, and this is the legacy that you're able to leave. And it's just, it's beautiful. I love what you have to offer your business is incredible. Is there anything that you want to leave our audience with? And definitely please also share how they can contact you and get in touch and learn more about what you have to offer.
Michael 48:42
Yeah, no, I'll just say this number one, make sure that you subscribe to this podcast. I don't do this a lot, but subscribe to the podcast, leave a review, because, number one, it takes a lot of time and effort to to do this right and to actually sit down and craft conversations like this. Prepare the show notes. So number one, thank you for making it this far into the episode, just because I know it takes commitment. But go ahead, do a favor, leave a comment, and leave a review below. But I'll say this before you end out. Make a commitment to yourself today. Of one thing you're gonna do to get your message out into the world, it could be that next event. It could be you starting to make more social media content, but you had to make a commitment to yourself. And the reason why, back when I was in college, I wasn't finding the success that I wanted whenever I graduated, is because I was bouncing from thing to thing to thing. I never committed to one area. I never committed to one thing but once I did that. And I committed. And I said, I'm going to do this no matter what. I'm going to succeed in this area despite what hurdles come my way, despite anything that tries to stop me. That's when my life started to change. So, today, ask yourself, what am I going to commit to today from this conversation, and what am I going to implement to change my business and change my life over the next 30 to 60 days? Figure that out. Go take action, and if you want to connect more, I'm just one click away. Y'all, you can go to the funnelpros.com. There's no sales on there. You're not going to be able to go on there and buy a product or anything. But you can have a virtual coffee with me. If you want to sit down, and we could talk for 15 minutes, I'll sit down and just say, Hey, this is how virtual events could work in your business. Hey, here's what I would do if I was you. And so, we could just chat for 15-20, minutes. Really conversational. I want to get to know you. You can go to the funnelpros.com but again, thank you for allowing me to share the platform and share the stage with you. I've had some fun. We got to find ways to collaborate offline. I think it'd be amazing. So, thank you.
Pualena 50:39
Absolutely. Thank you for sharing. Thank you for being here. What you said is true. Every hour you spend with someone, you build, did you say $10,000 of trust?
Michael 50:50
1000 for each hour.
Pualena 50:52
Michael 51:08
Let’s do it. I love it.
Pualena 51:10
All right. Take care.
Michael 51:12
All right, see ya you.
Welcome back to the Rebel Media Podcast. In our season two premiere, Pualena guides you through the first of seven steps in building or refining your business: finding your big idea. Discover how to identify and capitalize on market gaps and ensure your product or service is solving a genuine problem. This episode is packed with actionable insights, perfect for entrepreneurs who are ready to break away from the traditional path and create a business that truly resonates with them.
Pua discusses the importance of competitive advantage, understanding your unique selling proposition (USP), and staying on top of industry trends. Whether you're just starting out or looking to rebrand, this episode provides the foundational tools to succeed in the entrepreneurial world. Don't miss out on the start of this exciting new series.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript
Pualena 00:00
So, if you are a coder, your pivot needs to be specialization. Can you still create something that is totally unique, absolutely, but you have to find the people that want that, and that might not be the same market today as it was 10 years ago.
Pualena 00:22
Hello, and welcome back, or if you are here for the first time, welcome to the Rebel Media podcast season two. We took a short break for the summer just to realign, to enjoy some of the longer days that seem to come and go way too quickly, and it's been a couple of months since I've seen you, and I'm so excited and so glad to be back. Podcasting is one of my favorite things ever. This is technically my fourth podcast, and as much as I try to focus on other things, or other channels, I always come back to podcasting because I just, I think it's fun and it is such a great way to create value, to create content that can be used across multiple platforms. If podcasting is something that you've been interested in, or if you have questions, please don't hesitate to ask. And it's such a good feeling to be back after this break. And I will say, as much as I love podcasting, the break has been wonderful as well, because it gave me time to step back, take a look at the podcast, really figure out what kinds of value am I excited to continue to share? Where can we pivot? And you are a big part of that. So, if you have been listening, or if you've just discovered this podcast, and you have questions about. So, I guess I should say this is a podcast for entrepreneurs, people who are going against the grain to create businesses and lives that they love. And I am excited to share value in that space. I'm a web designer, a graphic designer, logo and branding specialist, and I focus on that myself. And so if there's anything in that realm, in terms of creating a great digital space for your business, for your products, for your services, automating that space, creating systems and processes, branding, how to utilize and strengthen your brand in order to attract your ideal clients and customers to sell your products and services. Anything along those lines, I'm super excited to talk about that. Anything else, I'm super excited to bring in experts and specialists in those fields to share their stories, to share their expertise with you. So, if you are interested in learning anything in the realm of entrepreneurship from that sort of, I don't want to follow the rules perspective, like legality aside, we still have to abide by the law and pay our taxes, but we don't have to follow that traditional path. Which is what I think a lot of entrepreneurs can relate with and resonate with when it comes to owning your own business, because we've already veered from the path. The path was go to high school, get good grades, then get into college, so that you get good grades, so that you can get a great job, so that you can climb the ladder, and become a high-level C suite executive or whatever that goal was for you. That was sort of the plan that was laid out for me all the way from like grade school. I went to a college prep school, it was K through 12. But even early on, college was always talked about, you know, figuring out what that path is going to be, what do you want to be? Who do you want to be? Decide that now before, like, You're, like, 14 years old, and you have no idea what you like and what you're good at, but you have to make that decision today, you know. And so I did have a lot of friends who ended up figuring that out. They went into they went to college, they studied what they are doing now, but I would say that is the minority, and a lot of us are still figuring things out even after college. And I'm of the school of thought that perhaps college right after high school is not the path for everybody, and college is not the path for everybody, right? So, anyway, that was a tangent, but I'm really thrilled to be here, and in this season of the Rebel Media Podcast, I really want to focus on two things, value and inspiration through storytelling. I want to make sure that you get something out of every episode that you can take action on something. This is a free resource, and I don't want it to be this has never, was never intended to be part of my sales funnel. This was my way to provide guidance and resources and value for free to anybody that discovers this, to my audience, to potential clients, to current clients, to people who are just starting out, who want to DIY everything. This is, I hope, one of many great resources for you. The other thing is, there are so many people who have amazing stories, who are just out there doing their business, and that sounds like using the bathroom. They are out there creating businesses, serving their clients with great products and services, and I'd love to invite them to the podcast and have a conversation so that their story can be documented and shared and hopefully inspire people like you to take action to provide value to you. So, those are my two cornerstones for what this next season is going to include. So, in alignment with providing value and I guess, a little bit of storytelling, because I've done a little bit of that, whether it was helpful or not, I don't know, but I am planning the next seven well after this, the next three, three, this, plus six more episodes to really set a solid foundation for either if you're just starting out with a business idea and you need a little bit of guidance, a little bit of help and where to start, maybe you've started a little bit, but you're kind of swirling. You have some things here, you have some ideas there. You're not sure what platforms or processes to use. It's just you. You don't have a business coach yet. You're not really sure where to turn or if you are an established business, maybe you have been sort of operating solo for a while, and you're ready to either rebrand or elevate your processes or your services, your team, the next six episodes, I'm gonna caveat that. The next six solo episodes with just me will be a foundational kind of business setup series, and we're gonna go all the way from idea to sales and really set you up with a starting place. Now, this is not meant to replace something like a business coach, or an incubator, or a program, or even like a university degree. This is really just kind of foundational tools and tips for you to reflect on, journal on, create some documents and mind maps, give you ideas for platforms that you might want to use. But by the end of these next six episodes, you can potentially have an entire business foundation to leap off of, to kind of springboard you and kick start your entrepreneurial experience, or start to think about where you can elevate your current brand, your current business. Are we talking about anything that you don't currently do? Are there gaps in the way that you run your business? Is there somebody or something that you can bring in as a resource for you to then achieve those the next level of your business, your products, your services? So that's what this is designed for. Make sure you are subscribed, so that you don't miss any of these upcoming next six series episodes, and we may be popping in some interviews between those episodes. So, right now, the podcast releases a new episode every two weeks. I can tell you right now that the next episode is going to be a fantastic interview. You don't want to miss it. Make sure you're connected on Instagram, on YouTube, wherever you consume your podcast content. Spotify we're on, I think most of the podcast players and you will be all set so that you don't miss any future episodes.
Pualena 09:34
Okay, so today I am going to introduce you to all. I keep saying six, because today's day one. So, we're going to do seven foundational categories for this series, and I'm just going to give you like a little sneak peek into what those are, and then we're going to do a deep dive into the first one. So, we've got number one, find your big idea. Most of you who are here probably already have that. And so today's not going to be anything crazy. It's not going to Well, I don't know. Maybe, maybe it'll change your life. Maybe it'll blow your mind. Who am I to say? But it is important to think about some things in this particular arena that you may have either not thought of or and this is probably more along the lines of where your mindset is. You've heard of these things, but it may not feel very important right now, and I am going to encourage you to do a little bit of this foundational work, because what we talk about today is going to make everything that you do after today more efficient, easier, faster, but it'll save you time, which in turn will save you money, right? And as you create your assets, and as you sort of figure out what your marketing streams are, how to deliver your service. What we talk about today will matter for all of the rest of those things. So, we are going to dive pretty deep into that. Next time, so, four weeks from today, we're going to talk about idea validation and what that means in terms of figuring out how to best deliver your products and services. What problem are they solving? And is the solution viable? I don't want this to sound like I'm gonna say, is your idea good or bad, and there's like a black and white line in the sand, and if it's bad, you can't do it. We're validating the process because after today, you'll know if your idea is good or not. So, super excited about that. The next episode in the series is going to talk about pricing, which is something that most people struggle with. How do I price my products and services? How much money do I keep? What's my overhead? I'm just going to pull a price out of the sky. I feel weird about pricing, so I'm gonna under price myself. I don't think that this is something that people would want to pay for, so I'm gonna give it away for free. All of these things are things that I've heard from our clients, things that I've said myself, things that I've done myself. And pricing and money is super weird. It is so strange. My best tip, honestly, for pricing is like, get somebody that's not you and in your swirly brain to help talk this out with you. So, in that episode, I'll give you some tips and tricks, and strategies on how to figure out the appropriate pricing for your goods and services. And with that, you can have conversations with other people so that you're not just sitting, guessing, and thinking, and wondering if your prices are good. Okay, the next episode, number four in the series will be all about branding, and this one is one of my favorites, because it's what I do, and I'm super I just get really excited about it. And over the last couple of months, I've actually learned some really, really fun and new branding strategies. They're not new to the market, but I learned from somebody who just, you know, when you like, hear something several times and you're like, Yeah, I know, yeah, I know, yeah, I know. And then somebody says it in a way where you're like, oh my gosh, I've heard that so many times, but for some reason, when you said it, it made sense. So, that's the experience I had about a month and a half ago. I'm super excited for that day, whatever day that falls on. Branding, number four, in the series, it's going to be fun. Number five, we're going to talk about customer experience. A lot of times this is labeled as user experience in the digital space, or UX. You may have heard of UXUI, which stands for user experience, user interface. We'll tap on a little bit of those things in the fifth episode of the series, and we're just basically all of that is geek talk for how does your customer, what is the experience they have with your business? And if you are an online entrepreneur, you provide all of your services digitally, virtually. You don't necessarily have a storefront experience, right? People aren't coming into your store. They're not walking around. You're not, you don't have like, a scent, you don't have specific colors or ways that your products are laid out, but you do have a very specific user experience. This is based on your branding. This is based on your company culture, the you know, vibe that you want to have people experience and relate to your business, so you do have a customer experience. And we'll dive into what that means, what that is for you, and how to create something so memorable that people keep coming back for more, and they tell all their friends about it. That is, that's the goal, right? We want repeat customers, and we want referrals, and then we want to, you know, a good cold marketing stream. Website. Okay, so this is going to tap into, I would say, like, website and digital assets, website, and funnels, let's say, because I think that this is going to touch on, sort of your marketing streams, and I am going to focus primarily on organic marketing on this one. So, we're not going to get into ADS. We're not going to get into any paid marketing streams. One, because that's not my zone of genius. So when we are going to talk about that, I am going to bring somebody in to talk about that with you. And two, a lot of times when we're just starting out, or we're bootstrapping our business, we don't have a marketing budget, or we have a very small marketing budget, and what I don't want you to do is say, put it on the credit card. I have faith that all of this will pay itself off. Start with organic first. So, we're going to talk about that. We'll talk about setting up your website. The difference between a website and landing pages and funnels and squeeze pages, and what all of that means, and what you might need, what you might not need. It's going to be a fun one, too. And then finally, number seven, we're going to talk about operations and admin, which sounds really lame and dry, but it actually is going to be really fun, because we're going to talk about processes that help you to work less. You're gonna make more money. You're gonna spend less time working. You're gonna have an amazing team. You are gonna have things automated and working for you. So, you go to bed at night and you wake up in the morning and it's selling for you. That's what number seven is. So, it's gonna be fun. It's gonna be really that was already really hard for me to talk about each of those things without going into each of them, because each of them is so exciting, and it's really again, like this is a foundational space for you to be innovative, excited. Decide what things you are looking forward to implementing in your business. You won't do them all. If you already have a business, what gaps can you identify that we can fill? What are you already doing really well? Is there any way that you can elevate that? And hopefully, you will get tons of value from these next seven episodes in the series with some interviews peppered in. So, why don't we dive into number one today?
Pualena 17:22
So, today we are talking about your big idea. And this is, you know, I love having really expansive conversations. And sometimes people are like, Oh my gosh, I have this idea, but I don't know where to start. Or I know I'm not the first person to think of this, so I don't know why I should carry it out. Like this person who I've been following on YouTube for 10 years, they've already done it. They've got, they've established their clientele base. The market seems pretty saturated. Who am I to come in and do this? But I'm passionate about it. I feel strongly that there's a need for the way that I want to do it. I just, I don't know should I do it? This episode is going to help you answer that question. Again, the things that we will go over today, like I'm just going to say a word, competitive advantage, market gaps, market analysis. Like, no, I don't do those. That's so boring. I get it. First of all, if you love the idea, this is not going to be boring. It's going to be interesting because you should want to know what's out there. We don't want to enter the market blind. That's a recipe for disaster, not failure–disaster, because disasters happen, and then they can be cleaned up, and then we can move on from it. So, if there's a disaster, which I've had dozens, it's fine. I'm just trying to save you a little bit of that. But also, sometimes you got to go through it, and then you're like, oh my gosh, this girl, there's a podcast, and I listened to it. I should have listened to her, but I didn't. It's fine, no judgment.
Pualena 17:10
So, number one, today, we're going to talk about what the solution is to the problem that you've identified, and that is the foundation, like, I want you to know, like we're not being negative when we're focusing on pain points and problems that we're solving because that is why businesses exist. What problem do I solve if an entrepreneur needs a website and branding and they don't have that, therefore they can't enter the market. That's a problem. How do I solve it? I do those for them, and then I give it to them. Wow. Worst elevator speech ever. But you know what I mean? Right? We need to identify what those pain points are. We need to identify that problem because that is how we're going to craft our marketing. That is how we're going to identify our target audience, that's how we're going to figure out if that's even a problem worth solving, if people will pay for it, right? Think about and if you're like, Oh man, my problem is not like people already do it. So, let's think about one of the biggest needs that we have as humans. I would say one of the biggest human needs is air, we need to breathe. And no matter where you go on the earth, there's some air that is the air quality is not great. Other places, the air quality is really good. And if I am an air purifier company, am I going to say I'm not going to market any of my products to anybody that lives in Hawaii because they already have super clean, fresh air and trade winds? You better believe we've got tons of air purifiers at the stores here. It's not about what you believe your clients might need. It's about actually assessing the market and figuring out people here need air purifiers because we have vog right when the volcano is erupting on the Big Island. The Kona winds blow all of that volcanic air up the island chain, and a lot of people need air purifiers because if you're asthmatic, that's problematic. A lot of people want air purifiers. It makes them feel better. It makes them feel like, you know, they're at home working with better air than they would be without it. You know, whatever that is. Yes, if you live in LA, you probably most people are probably going to have one. But just because you think that there's a demographic that might not need it, doesn't mean it's actually not needed. So, it's really important to do this research. And the thing is, at this point in 2024 your idea, you may have a very unique strategy for delivering your products and services, but it is very likely that somebody has already innovated and created and launched a similar, if not identical, product or service already, which is great, because you can look them up and see how successful they were. And you know, look there, if you have a product, find a similar product, and go look them up on Amazon and read the reviews. Anything that people are complaining about is an opportunity for you to do it better. And let me tell you, if you're like, oh my gosh, I don't want to put anything that's like, not perfect out into the market. Go read Amazon reviews. Plenty of people are buying and using things that aren't perfect. Now, I would say, you have a global responsibility to release a product that is of the highest possible quality that you can create because this overconsumption trend is no good.
Pualena 23:13
So, this is sort of my soapbox, but we don't want to create products that are cheap, knowing that people are just going to throw them away and get another one next year. We want to create products that are usable, that are, you know, people are excited about the quality of them and that you may not get a return customer for the same product that lasts them 10-15 years or their lifetime, but you will get referrals from them, and they will come back if you release other products. So, you are playing the long game, not the cheap short game that's bad for the Earth. I'm done. Okay, pain points. The other thing about this, talk to people, and we've talked about this before, if you are willing to have a conversation with somebody about what their needs are and what they perceive to want in a product or a service, and I'll say that again, because people may want something that they don't actually need. We've talked about this before. I'm a health coach. Hi, I'm thinking about releasing a fitness program. Can you tell me some of the things that you are struggling with, with your health and fitness, if anything? Man, I've been really trying to lose these last five or 10 pounds, and I just can't do it. You, fitness coach, know that the actual goal is not to lose weight, it's to get healthy, it's to get strong. It's for longevity. It's to be able to, you know, not be in a wheelchair after a certain age. But this person is fixated on the number on the scale, which is okay, because if you can bring them in the door and help them to achieve the goal that they think they want. Over the course of working with you, you have an opportunity to educate them, to change their mindset, to provide them with a service that is so much more than what they thought they needed, that that experience becomes something that they want to talk about and share about, and you are providing that transformation that they didn't know that they wanted, but that they needed, okay. But we do need to understand what those pain points are, so don't leave the witness. Just ask questions in relation to whatever it is that you're hoping to create.
Pualena 26:40
Okay? So, the second thing is, we want to look for gaps in the market. We talked a little bit about this, what's already out there, and what are they doing well, and what can they improve on. Taking note of what they could improve on, because this is where you can provide that little extra like you get to fill that gap. For a web designer, so many people say my designer built my website and then up and bailed. I can't get a hold of them. I can't log in. I don't have access. I don't know what happened. I paid them. They built it. It's okay. There are things I want to change, but I am stuck. You have no idea how common that is, and it makes me sick, because you've essentially taken this component, this essential piece of someone's business, and treated it as a transaction that once you got paid for it, you were out and you gave them kind of a half-finished, sort of okay deliverable, so that, to me, is one of the greatest gaps. I'll never bail on you. You always know how to reach me and where to find me. If I could rename this, I would. It has been, this has been a name in this space for so long, and I learned about it in undergrad. I learned about it in grad school. I probably even was exposed to it a little bit in high school, and it's called a SWOT analysis. And when I hear this and when I see this, I'm like, No thanks. I urge you to give it a second chance. So SWOT; S, W, O, T, stands for strengths, weaknesses, opportunities and threats. And usually, you'll see this kind of like in a grid, there's like quadrants, or I've seen this as like, kind of like a Venn diagram ish, where you can plot points kind of based on where they would fall relative to each of the axes. Anyway, Google it. Look up whatever layout makes sense to you. If you're a visual learner, you might want to have something that's a little bit more visual, like a graph or a chart, if you want to just list them. If that works for you, great. I would at least spend a little bit of time on this, because it will save you time when it comes to figuring out where you fall in the market, and how you want to show up in this market. So, what I mean by that is I worked with a DJ once, and he specifically researched everybody in the area that was providing similar services to him. And he's like, I don't want to be the most expensive, because I want to be able to provide a service to people that may not have access to you know, the tip-top most sought-after DJ in the city, but I don't want to be the cheapest, because that clientele is not it's not a demographic that I desire to serve. So, he specifically wanted to fall somewhere in the middle. So, that was his main pricing strategy. Secondary to that was his overhead, was, you know, how much he wanted to make. So, he kind of made his company, and this was only when he first launched. I'm not sure if he's still doing this, but based on, you know, the strengths, weaknesses, opportunities, and threats in the current market, he was able to craft his business, his services, and his pricing based on a SWOT analysis. So, we can go over this more, if you'd like in future episodes. It can be kind of time-consuming, I would say. And what I highly suggest here is to keep your own assumptions far away from this analysis. This must be research-based, so we don't want to assume that there is a specific weakness that might exist in this world that you make up in your head. It has to be fact-based. And so you want to base this on existing products that are already out there, right? Because this is going to give you an idea of how to craft your product. This is not based on what you assume or anticipate your product performing like. I hope that makes sense.
Pualena 30:23
Okay, the next thing is commonly known as a USP, a Unique Selling Proposition. Basically, this is what sets you apart. Is it a feature? Is it a price point? Is it a delivery method? Is it a framework? Because, again, what you are offering probably already exists in some form. So, it is crucial that you figure out what makes you special, what makes you unique? For our design services, we are a small agency where I still do a good majority of the work for you, and you get to talk to me. I feel like that is really like the market is moving so far away from that, and it's because it's a little bit challenging to scale, which is what has been something that we've been really trying to innovate around. How do we scale a business where I feel so strongly about providing that high level of support? And there's ways, and I'm excited to share that, and we are continuing to innovate and evolve our services to be able to scale and provide great support. But that's our that's our thing, right? You're gonna you don't find that everywhere so, and you don't have to decide on this and have it be like, set in stone from the beginning. I would recommend coming up with, like, a list of 50 things. 50, yep. Now I don't know that's kind of a lot. I always go to 50, because when I was in a business coaching program, one of the things that we were tasked with was identifying 50 ways to create money in your business. And I was like 50. I have four, but it was really, it was like a really cool exercise, and so that number is burned into my brain. For this one, I don't know, make a list. Do what feels right to you, but push yourself, is what I'm trying to say. If you think you can only come up with two, try to come up with 10, because it's a good way to push yourself out of your perceived limitations of what's possible. Okay, I will leave you with that.
Pualena 32:43
Okay, product trends is the very last thing here. And again, this is very much a research-based space. So, let's look for trends in whatever it is that you're offering right in the tech space, trends could be, a lot of people offer a 14-day free trial. So, is that a trend that you want to weave into your service? Maybe think about it. What else there is a, do you want to have a free forever plan, and then you have a tiered service offering for products, right? If you have an apparel business, a trend could be something in social media where you have somebody trying on outfits, and then you say, comment fall in the comments below, and we'll send you a curated collection of our fall outfits, you know? And there are so many trends on social media right now they're using automation. So, just so you know, if you're if you encounter an account when it's like comment this word, it's most likely an automation where they are that's a trigger for them to DM you from some sort of platform to get content into your inbox. It works great. And again, if you are providing a solid quality service or product that is needed, it's not a scam. It's just a way to connect with your clients and customers. You'll know if you're like, this feels scammy. Like, is it scammy? Are you tricking people? Because if you're just providing value, a lot of people will use it for, you know, download my checklist of how to build a website in seven days. If you want the checklist engage, and I'll give you the checklist. That's it. I'm not trying to, like, scam you out of money, and I am growing my list, and I'm also providing you with value, right? So, figure out what those trends might be. And I also recommend that you start following industry news or accounts or anybody that's in your space.
Pualena 35:00
Not for, so this one, I want you to really do some inner work around because the comparison game is really dangerous. So, find people that you admire, find accounts that you admire, find people who are doing similar things to you and/or, you know, industry news outlets, there's a newsletter type of thing called the hustle that I really like. It's kind of, it's got tech news and trends and things like that. I'll drop a link in the show notes. It's actually a really cool newsletter. It's daily, but it's a cool way to stay up to date with the kind of things that are happening globally. Whoever writes for them is awesome. So, that's something that I like to follow. And I do follow certain design accounts. And I follow them more for inspiration. I follow them to see, like, what's going on in the world today? Finish that song. And sort of seeing like, how do I stay up with these trends without copying people directly? How can I be inspired by what these people are doing and then deliver something similar or include it in our service offerings, in alignment with the way that we do business? So, I would say inspiration and not plagiarism. And it is challenging sometimes when I'm like, Oh my gosh, look at their feed, or look at how they edit their videos, and that comparison game can put you in a weird space, so as long as you're using it for inspiration and not comparison, definitely worth doing just to keep a pulse on what's going on out there and to also make sure that you're always evolving.
Pualena 36:43
If you were a web design company 10 or 15 years ago, you probably based the majority of your work off of custom coding a website, and it was this, like really highly sought-after thing, where anything that you wanted on the site, I can do it for you, and you know, I'll put all of your content in, you'll have pages. They'll Connect. You'll have buttons and links. And it was this really cool skill. Custom coding, so coders that deal in like HTML, Java, CSS, all these things with both the sort of drag and drop builders and the DIY website creation platforms over the last, I would say, 10 years, in combination with AI, there is a lot of talk about coders not being relevant anymore, or not being able to get business anymore, or not having a skill that is marketable anymore. And I would say that's potentially kind of true, unless you can pivot. So, if you aren't staying up to date with the trends, and you're living in a cave in your basement, you might not even know that AI is a thing. And so you'll keep marketing, oh, I can build a website for you from scratch for $5,000 and, you know, you'll have it coded to anything that you want. And people are like, well, I can do that with, you know, $30 a month on Wix, and it's so you but you can pivot, right? So, I work with a developer. He's a phenomenal coder. He is so good, and his skill set is essentially hacking the platforms that people are on for other reasons that don't perform in the way that they want them to. So, for example, Kajabi is a really, really awesome online course platform. They market themselves as an all-in-one. You have a website, email marketing, courses, community, memberships, all these things, right? And their website builder leaves a lot to be desired. It is kind of old. It's very much a drag-and-drop. It's very difficult to customize. And if you have somebody designing a website for you, most likely, whatever they design cannot be directly built into Kajabi without a little bit of custom code help. So, my developer is always busy, because we always have Kajabi projects that can't be totally delivered and developed with just the native tools. So, if you are a coder, your pivot needs to be specialization. Can you still create something that is totally unique, absolutely, but you have to find the people that want that, and that might not be the same market today as it was 10 years ago.
Pualena 39:35
So, that is episode one of our seven-episode series and the first episode back for season two. Today we talked about your big idea and how to really make sure that what you are about to create is going to perform well in the market. It's viable. It solves a problem. So, it taps on pain points. You've done your analysis. You know what already exists in the market. This also will save you from potential legal situations that you might accidentally get yourself into because you didn't research, so you don't know what's out there already. And people are like, Oh my gosh, you copied what I do almost exactly, and you're like, No, I didn't, I made this up. And so that can be kind of a sticky place to be. So, the more you can know, the more that you know what's out there, the more you know how people are trying to solve their problems, and they're either sort of doing it successfully, or they're failing, or there's something that's missing in the market. All of that information is so valuable as you go through this brainstorming process of figuring out what it is that you want to do, and how you want to do it. All right, next time, in two weeks, you are going to get a super epic interview. I cannot wait for you to learn more about what's coming, make sure you're following us on Instagram, @RBL.media to know what is coming in that interview, who is coming in that interview. And I cannot wait to see you again in a few more weeks to talk about idea validation, because that's going to be a good one. All right, thank you so much for being here. I'll talk to you soon, and until then, keep crushing.
Join host Pua for an inspiring conversation with Kristin and Travis Francis as they share their powerful story of transformation and resilience. From dealing with personal struggles and Complex PTSD to creating a supportive, loving family environment, they detail their journey and the steps they took to overcome significant challenges. Discover how their experiences led them to start a business focused on helping other families achieve peace and connection. Kristin shares her experience of dealing with Complex PTSD and how her healing began with recognizing and addressing her childhood traumas.
They delve into the importance of self-care, effective communication, and the impact of creating a nurturing home environment. Kristin and Travis offer valuable insights and practical advice on handling emotional triggers, establishing healthy boundaries, and fostering a supportive community. Their story highlights the power of resilience and the impact of supportive relationships in personal growth and transformation. Learn about their upcoming three-day conscious parenting workshop, designed to help parents create a nurturing environment for their children, emphasizing communication, emotional control, and the role of parents in fostering a supportive and non-judgmental atmosphere. Don't miss this informational episode and start transforming your approach to parenting and personal growth!
About Kristin & Travis Francis
Meet Parenting Coaches Travis and Kristin Francis, parents whose transformative mental health journey began in 2019 when their family reached a breaking point. Struggling with anger, anxiety, and depression, Travis expressed his pain through yelling and shaming, while Kristin battled debilitating, uncontrolled emotions that baffled those around her. On the verge of divorce, Kristin sought help from a new psychiatrist who properly diagnosed her with Complex PTSD, shortly after which Travis was diagnosed with depression. These pivotal moments altered their family’s course entirely.
Travis and Kristin committed to individual healing and improving their family’s mental health, immersing themselves in extensive research and attending seminars by world-renowned mental health experts like Dr. Gabor Mate, Dr. Shefali Tsabary, and Dr. Bessel van der Kolk. They discovered the Conscious Parenting method and began applying it to their daily lives, leading to a complete transformation of their family dynamic. Today, the Francis family is thriving, cherishing the incredible bonds they’ve formed. As Parent Coaches, Kristin and Travis share their wealth of knowledge, compassion, and practical tools honed through personal experiences, guiding parents toward a happier, more peaceful parenting journey.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Kristin & Travis Francis | MindFull Parent Life Coaching:
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Transcript:
Kristin 00:00
We still have so many things that we go through so many. Right now, we're personally going through a lot of different trials and tribulations and struggles. And the thing is they they still happen. Like you had mentioned, these things still happen in life, it's now how we can respond to them in a more calm and effective manner, rather than a shaming, hurtful way.
Pua 00:30
Here we are.
Kristin 00:31
Hi
Pua 00:32
Round two.
Travis 00:33
Hi Pua, we’re so excited to talk to you today.
Kristin 00:37
So happy to be here. Thank you for having us.
Pua 00:39
Thank you for being here. I have been looking forward to this for a while. We've known each other for almost a year now, huh?
Travis 00:49
Yeah. Yeah. Solid year. Yeah.
Pua 00:50
Awesome. So Kristin, and Travis, they are what I hope all of our clients become. Clients become friends and people that I admire that I look up to that I truly enjoy. Like we do our you know, our regular check-in calls, and I look forward to them so much, because not only are you amazing people and I just like who you are as humans, but your business is so incredible and your story, and the reason why you do what you do, the way that you got here. It's, I've been wanting to share your story on this podcast for a very long time. So–
Travis 01:31
Oh, that's wonderful to hear–
Pua 01:32
Thank you for taking the time. Yeah.
Travis 01:33
Thank you for your kind words, we really appreciate it.
Kristin 01:31
Very sweet. Thank you.
Pua 01:31
Absolutely. Thank you. Thank you for I have to share. Before we get into your story, when we first met, when we did I think we did our consultation. And I tell, you know, I can't say I tell all of our clients, because this is something that I just developed maybe a year and a half ago. But at the consultations, I always recommend now for people to do their due diligence. And understand that your designer is as much a part of your business and your team and your family as anybody else. And they really have to, you have to resonate with each other. And so I was like talk to people, go talk to my previous clients and my current clients, like ask questions, and you did. And I just love that. And I use you as an example all the time, because people are like, Is that weird? Am I like investigating you? And then like, you know, but I love that you did that. And we can dive into that. We don't have to this is about you. But I just think that's cool. And I'm glad that you said yes. And that, you know, it worked out.
Travis 02:43
It has, definitely worked out.
Kristin 02:44
And by the way they were glowing reviews. Every single one was like glowing.
Travis 02:48
Oh yeah, it was I remember that. I remember her telling me about them. Yeah, yeah. That's all about you Pua, without a doubt.
Pua 02:56
Oh, you guys are amazing. Yeah, I just want people to know, it's not weird. Like, you can ask questions, and you can talk to people before you hire someone.
Travis 3:03
Yes, without a doubt.
Pua 03:04
But let's dive into your story. Like, just you know, if you want to share, start wherever you want to start and share what your business is, what we've been working on together. And as much as your story as you want to share, because there are many facets to it. There are many ways and reasons why you got to where you are today. Many reasons why you serve in the way that you serve. And yeah, so feel free.
Travis 3:31
All right, who wants to start?
Kristin 3:33
You’re starting
Travis 03:34
I’m starting.
Kristin 3:34
Yeah, you start.
Travis 03:35
Alright so,
Kristin 3:34
You’re so much better with the overall picture, than I am.
Travis 03:37
I'll go back then. I'll start us off with kind of where we came up or sorry, before where we came up with the business, kind of our past history as a family. She's, I tell different versions of the story, depending on what we want to focus on still, or focused on. So, let me do the one where I go back kind of way back. Okay, back to the beginning of our relationship. And so I had met Kristin through a mutual friend, Kristin came into our relationship when we first started dating, she already had Zach, who's our oldest, who's now 17. He was two at the time, and I was not equipped as a boyfriend with a two-year-old. And living in my house after six months of us dating. I was overwhelmed. I yelled a lot at both Kristin and Zach. I shamed them a lot by the things that I would say to them because I would get so frustrated and I didn't know how to communicate. I didn't know how to let out those emotions in a more productive way. And so it was I'm sure very hard on them to deal with me. I don't blame them at all on any of it because it was me as the adult that should be able to handle that, but I wasn't able to. And so that went along in our marriage for years as we had our second and then our third child, I did a lot of yelling. I knick myself, the the king of shame was actually my nickname, you know, that I came up with, because I probably shamed worse than most parents. And this went on for years. Again, the yelling, kind of what you would call a dysfunctional family. You know, kids were always thrown off by it, because there was so much yelling. It was just overwhelming emotionally. You know, I think, again, for both Kristin and I in that regards. And then roughly, do you want to get into talking now about your PTSD and your diagnosis? And when that happened, roughly?
Kristin 05:51
Yes. So, roughly, it was early 2019, I had gotten to a point where I was so debilitated I couldn't barely leave the bed. Everything was overwhelming to me. And I didn't know what was happening. I thought I was going crazy. My family around me thought I was going crazy and wanted me to go into a mental facility to figure it out. But I didn't want to leave my boys. They were young at the time, and I just didn't want to leave them. So, I agreed to see a new doctor who specialized in post-traumatic stress disorder. And she diagnosed me with complex PTSD, which is like the granddaddy of PTSD. And typically, it starts in childhood. But it can also start in teenage years or as an adult. But essentially what it is, is when you have multiple traumas in your life, and then you get triggered by one of the traumas, and your brain doesn't remember which one, it just remembers the feeling you had at the time. And that's called an emotional flashback. And once I realized that, I realized, oh, my gosh, my brain is not broken. Like, I'm actually protecting me, it's doing its job. And so I was like, Okay, now I've got to figure this out, you know, now I've got a, there's a key to all of this. And so I started researching it, and figuring out everything there was because in my mind, I'm like, so many people must have this, so many people. And so I just need to do as much as I can now to learn about it and get the word out. And so I started a Facebook page, which has now grown, which is really exciting, complex PTSD warrior. And I try to help as many people as I can through that, in that way. And then throughout this whole experience, and the whole, this whole journey, it started with me and kind of this being diagnosed, but it obviously bled into our family and there is this ripple effect. And so I went and started getting help, and seeking therapy. And so then Travis started seeking therapy for himself and started seeking therapy for the boys as well. But it definitely led us on our path that that we eventually came to. And so, did you want to go from there?
Travis 08:07
Yeah, without a doubt. Did you have a question at all, Pua?
Pua 08:11
I mean, first, thank you for just being so open and honest like, and sharing your honest story and experience. And there's I do have a lot of questions. But I want to wait and just kind of see how your story unfolds for you. And yeah, so go on.
Travis 08:27
So, like Kristen says she got diagnosed that next year was incredibly difficult for all of us. And it was in really incredibly difficult for myself because I love my wife. But it was very hard to see her be triggered the way she was for songs, for street signs, you name it, that triggers can happen at any time in any place. We're going into Canada, on a road trip with the kids one time this was again around 2019. And we're going in about to go over the bridge to go into Canada and we go by a street sign that triggers Kristin. And really again, emotionally it's it's very tough as a loved one, me and the kids to see that. Because we're just scared for her. You know, when it happens, and we know it overwhelms her and it overwhelms all of us emotionally. And so we started, Kristin and I, really focusing on ourselves and our self-care and trying to do things between learning how to properly meditate and getting into different forms of meditation, getting into exercising consistently, doing other things that were again about taking care of ourselves and not just Yeah, journaling, breath work,
Kristin 09:53
Somatic exercise.
Travis 09:54
Yes. I'm so glad you thought of that.
Kristin 09:56
Affirmations, I could just keep going all day. We have so many things that we love to do.
Travis 10:00
So we started doing those and perfecting those and tweaking those because the ultimate goal for us was, we realized at that time, oh my gosh, our kids have dealt with the trauma of all our fighting, all our yelling, Kristin now CPTSD. We had to make a fundamental change in our family. Because we felt like heading into 2019 into 2020, with COVID, our family was teetering. And what I mean by teetering is, Kris and I were probably heading towards divorce potentially down the road. Our kids again, life was chaotic for them because of the yelling and screaming all the time. It wasn't good for them, it wasn't good for their learning in school, it wasn't good with how they dealt with life outside of school. And so again, we knew we had to make these changes, but with the intention of becoming better parents. And so COVID then happens, throws the world upside down. It threw ours upside down, because the business that we owned at the time, a couple Anytime Fitness gyms, actually three of them, were hit really hard with COVID, because we had to close down each of the gyms for three months, because the state required it. And so coming out of that it was very difficult for us honestly, financially coming out of that, because we lost three months of revenue, but at the end of the day, still had to pay rent on all three of those locations. And so we got back from that summer 2020, we got back from a trip up to Idaho to see family. And we got back and said, Okay, if we're going to make a change in life, and we're going to live somewhere we want to live, we've got to do it now. Now's the time we're coming out COVID, we're ready to sell the gyms, we're ready to be done with that we are ready to be done with snow and the cold and all of that. And so we decided, do you want to continue a little bit with? So, we decided to move to Hawaii, and change our life for the better with our family. And so what it allowed us to do is in suburban Chicago, we spent all our time driving around, you know, anywhere, we go to a gym to work at the gym that day, it's 45 minutes, you know, to go from one gym to another, it's an hour and a half. You know, so everything we did took a ton of time. And we felt like that was taking away from potential quality time with our kids. And so we said, hey, if we're gonna do this, let's move there. Let's create this new environment. And that's exactly what it did. Within a year, our relationship with our kids was dramatically different, our relationship with each other was dramatically different. I shortly after coming here, and Kristin, same thing, I almost forgot that, within three to four months, we found game-changing therapists, mines of therapists, but he, he technically is a men's work therapist, or a menswork coach. So, he works with men like dads like myself, and how to take ownership, how we think typically as men, and how we think that what we say goes right, in a household where a lot of us were raised that way, I was somewhat raised that way. And so I learned very quickly from him to stop, not taking ownership first of all, and take ownership for everything that was my fault. You know, my thing that I need to work on and deal with. So, we started working on all these different things, and it started changing our home dynamic dramatically. I stopped yelling at Kristin and the kids, I learned that that was obviously the worst thing I could be doing to them. I worked on my tone, which I realized through working with Tom that my tone that I use with Kristin and the kids was bad, really bad at times, you know, it was very shaming tone. If that makes sense. It was very much I was trying to hurt them in reality by what I was saying to them. Because I thought based on my experience growing up with my parents, that if you did that, and you were tough enough on them, they would change right? And so a lot of us were raised that way. And so I realized with the work with Tom that that's not how it should be. That's not fair to my family. That's not fair to me. And again, I'm not taking any ownership if I do it that way. So, I also want to jump to Kristin meeting her therapist at around the same time. PTSD experts amazing wonderful gave Kristin different ideas and perspectives on how to work with her CPTSD and how to communicate what she was feeling. So, our relationship once we started with both of them started going like this as far as communication, you know, like it was night and day it went from yelling and sarcasm, and disgust probably in my voice towards Kristin, to, oh my gosh, we can't talk like that to each other. That is not the right way to handle things. We love each other dearly. We care about each other. We want calmness throughout the family, we learned all about bringing calmness to our family, which had been obviously the opposite since the beginning of our family. And so we just, we started doing all these things. And kind of ultimately, what ended up happening was one of our kids, our youngest kid is in soccer. And so what had happened a couple of years ago, over the course of like year-year and a half is parents would hear us talking to our kids, because our other kids would come to the games or come to practice. So, they would see how we interact with our kids, they would see how we would discipline our kids. And so shortly after that, we started getting parents coming back to us and saying, Hey, I don't know if you remember this, but you talked to me about how you handled this with one of your children six months ago, I've been doing that, or we've been doing it with my wife and I with our kids. And I want to let you know what a difference that has made, your advice is made in our lives in our kid's lives, and how much better we deal with things now, compared to when we had the conversation six months ago, and we weren't doing anything that you were talking about. So, these kinds of things like that's mind-blowing to have a parent, like that was the greatest reward that you could possibly have. For people like us, they're all about helping others, helping our family get better. But now we have this belief that we can really help other parents and we have the tools and the skill set to be able to do that.
Kristin 17:00
And experience–
Travis 17:01
Yeah, and experience that. So, sorry, I lost my train of thought. Do you want to continue with?
Pua 17:05
You were talking about how parents were coming up to you. And first of all, how amazing is it that like, there's a quote that says your mess becomes your message. And I think that's such a generalization, some people's messes, you know, everybody's mess is different. And I don't, if you think about it as a mess, like I don't mean that in any sort of offensive way. But it's just this like, horribly difficult time that we go through that, if you were to come out of what you went through, and, you know, any point along your journey that you explained to me, I can see a family breaking, right? That's enough, don't yell at me one more time, or it's over. That's enough, you know, handle your PTSD. And then we'll, you know, come back to me, like there are so many ways where this could have just torn a family apart. And instead, you saw the value in understanding that awareness and using it to create this beautiful experience together and this life together because you're worth fighting for. And that to me is that in and of itself, if you didn't create this business, and you had that experience, and were able to move forward in life, as you know, through healing and being there for each other, that would have been a win. And yet, in addition to that, you're now taking that experience. And I love what you said about the soccer game where people just observe you. And they're kind of like, Oh, what was that? That was cool. Like, we're having a very similar challenge in our family. And you teach them a little something and they come back and they're like, I don't know if you know this, but you changed our life. Like those are little signs that this is the path for you. And I love that you followed that. I love that you understood that this experience you went through in this difficult time where it felt like you were in such darkness has become this space for you to pay it forward and help others through something that, you know, because you experienced it, you probably felt like I'm the only person that feels this way.
Travis 19:18
Oh, we did at the time.
Pua 19:19
I don’t know anyone else who struggles with these things, right like and for you to create these spaces that are safe and supportive, and help people to understand that they're not alone and everybody's journey is going to look different. And yet there are similarities that you can support each other with. And there are resources out there, right, even if you are not going to be the therapist, but you are the hub for resources for people to find a therapist that's needed. Sometimes you don't even have that, right? So all of these pieces of your business that you're putting together from these experiences that you had that were so close to breaking you, I'm sure so many times, first of all, thank you for experiencing that, for going through it, for all of the awareness and the hard work that you did, internally, externally, with your family, with providers in order for you to get to where you are today to be able to create the business that you have to share that with the world. Like, can we just celebrate that?
Travis 20:22
Oh, I love it.
Kristin 20:24
Thank you.
Pua 20:25
You are both so amazing.
Travis 20:26
That is awesome. That is awesome.
Kristin 20:27
I fully hear you, and I fully appreciate that. That mean so much.
Travis 20:31
And I’ll continue off of what you just said, Pua. And that's where I was going with, you know, all the work and everything. And then the feedback from the parents. So, we decided, we're like, wait a minute, we have a business here. And Kristen, and I, and I'll talk about this, we normally don't talk about this, when we talk about where the business came from. It is our first business together over the last year that we have ran in 25 years of owning businesses together from the beginning. So, that's what's so exciting for both of us, I know is working together on this. Because obviously, we've been through the same, so to speak the same experience over the last, you know, 15 years of being together. And so we yeah, we're excited, we're passionate about it. Again, the fact that we can do it together as a married couple, and and try to change lives around the world, you know, is amazing. So, yeah, so that got us started a year ago, and we started working with you on the website, we started, you know, at the end of last year started meeting with different teacher groups and talking to teachers, and informing them and making them aware of the shaming terms that they use with kids in class. Most teachers, and that's in the one that we got together at the school and the teachers were there in front of us. And there's probably 15 teachers in front of us. The feedback and the conversations that we had, just were heartwarming, because it made the teachers realize for the first time, oh my gosh, there is some things that I'm saying that is actually shaming my children in class and I had no idea I was doing it. And right, we hear that all the time from parents or from teachers, I had no idea. So, again, we don't blame you for not knowing, we tell parents all the time, nobody is perfect. This is about learning and getting better over time as parents so we can have our kids live a calmer, more stable upbringing, that leads to better emotional connection with other people as they grow up. They're able to deal with things at work much more easily. Because they're able to keep calm under different circumstances. They don't yell at their co-worker, because of the work that we're going to be doing with them. So, I want to add that part in.
Kristin 23:09
No, it’s so exciting. I'm sorry, I've lost my train of thought because I–
Tavis 23:10
That’s okay.
Kristin 23:13
I get so lost in his story, I’m like yeah that’s what happened.
Pua 23:14
Right on. Yes. Well, I think it's really powerful. Because to your point, you start out perhaps with a fixed incident or something that repeats itself, right? Somebody comes up to you, I don't know how to deal with my own emotions, when I get frustrated or when people don't listen to me or, you know, this is the one thing that I want to fix. And what I think I mean, that's the catalyst for most service engagements, right? If we look at it, like I have an issue, I have a problem. This is what you do. This is how we're going to solve it. And so there's this, there's a quote, right, like, sell people what they want, give them what they need, what they want. And you know this from the fitness industry to right, somebody says, I want to lose five pounds, can I join your gym? You know that your gym can provide all of these resources, but they want to lose the five pounds. Same thing here. They want to just learn how to not yell when they're frustrated. But what they'll get when they work with you is all of this awareness around triggers, and you know, all of these other tools and resources–
Travis 24:15
Boundaries–
Pua 24:16
Which will provide this whole list, boundaries, exactly. It's a very, you know, the ripple effect is huge. And you mentioned something that I didn't even think about was the coaching that you provide for parents to create this calm environment for your family where it you know, there's not, you're not going to take away all of the challenges and all of the arguments and all of the things that happen in day to day life, but you provide tools for awareness and how to move forward and create this environment that actually the kids can learn from and take into their lives. That to me is the definition of a ripple effect. And this is the legacy that you're building. That is literally going to be a generational legacy. Because kids will go to work, you know, 10 years, 20 years from now. And their boss will say, Wow, I saw you handle that situation so commonly how'd you do that? And they'll say, Oh, my mom taught me that my dad taught me that. Oh, they'll never know, maybe, but they learned that from you.
Travis 25:14
How amazing is that?
Pua 25:15
I think that, yeah, totally.
Kristin 25:18
We already see it with our own children and their emotional intelligence. It's pretty remarkable. I'm trying to think of an example off the bat, they'll call us out for shaming them, you know, it's very shaming of you. Or what else do they say?
Travis 25:38
They'll call us out and go, simply they'll say, you're a parent coach, shouldn't you know this? Or shouldn't you be handling this better with me? And that will be our reminder of oh, shoot, I am, you know, differing back to the way I used to do it a little bit. Oh, shoot, I've yelled, get conscious again, right? And that's why we call it conscious awareness, conscious parenting, is because it's consciously being aware. At times it's the kids or it's Kristin that needs to remind me and say, hey, you know, what, the tone that you use with me and the kids brought back old memories of the tone, the shaming tone, that you used to use for similar circumstances, Yo, can you please keep that in mind, and I immediately, now, unlike the old me, which will be, you know, kind of standoffish, kind of, you know, fence goes, wall goes up, I don't want to hear that. I don't want to hear that I stink at being a parent. Now, again, part of that ownership that we take as parents is, we own those things. When we make those mistakes, we own it with the kids and say, You know what, you're right. I am shaming you right now. Completely my bad. I did not mean that at all, I did not mean the way it came across. I am sorry and I will work on fixing that. And that's all you can do, right? As a parent, work on getting better it, you're gonna have days where nothing goes right, right? You can't see anything right to your spouse, you can't see anything right to your kids. Everybody's yelling and screaming, everybody's upset at everybody. But then you're gonna have days where I remember when we first moved here, and we started working with the therapist that we talked about. Within three months of that time of me starting to work with Tom, I remember telling Kristin and going, I've had deeper, more meaningful conversations with our kids in the last six months.
Kristin 27:31
Embracing that.
Travis 27:32
Embracing that. Embracing that vulnerability with them, which is a key part of especially as a dad to connect with your boys, for example, is breaking down and having vulnerability with them and showing them what vulnerability is, and it's okay and it's safe, to be vulnerable in lead our fears and insecurities that you might not want to tell someone else. And so we have these amazing conversations that were deeper and better than I have had honestly combined. The whole time that we had before moving here, with my three boys, I had within six months more deeper, meaningful conversations, mind-blowing, again, if we could just give that to parents, like the simple fact of having better, easier communication where there is no yelling, and you're actually having deep conversations with your children. And you're making them realize, you know what, life isn't easy but if you learn ways to handle things, and you have self-care available to you, to be able to go to, to help get you out of a funk or help you deal with things better. They're going to be in a lot better place like you were saying, Pua, going back to, you know, not only now as a child, but as an adult, they're going to be better equipped to handle what life throws at us, right? Because life throws new stuff every day at us and stresses us out. Well, kids need to be able to learn, okay, that's the way life is. That's okay. Life can be that way. But I can be calm in my demeanor and how I handle things. I can take deep breaths if I need to, because I need to relax because I'm getting worked up about something. So, yeah, just it's a beautiful thing.
Kristin 29:19
That's a beautiful thing and the awareness too, that's one of the things that you mentioned, just the shame awareness. I think that and just awareness in general. Like if I look back to 2019 when I was diagnosed, I had absolutely no awareness of anything looking back, I really don't feel I did. I call it, we like to call it living in our eight-year-old selves. And so when I'm triggered, I go back to my eight-year-old self. And I look back thinking until to 2019 and I started working on myself, prior to that. I don't feel like I was in my adult self, I felt like I was living in my child's self. And, you know, like I said, before I was debilitated, I couldn't get out of bed, I couldn't take care of my kids, I couldn't enjoy my kids. And be in the moment with them. You know, it was I was too down in the weeds to like actually be up, you know, looking at them and enjoying them. I was too in my head. And so all this work I've done, you know, it's, I'm incredibly proud to have gone from not being able to function. And again, like, he had said, we're starting a business now I have I can function this is exciting, right? But not being able to function back then, to now feeling amazing. And being you know, the we had a business that we just sold that I was a co-founder of Big Island, eSports. And that really gave me a lot of confidence because–
Travis 30:52
of running a business, right? Yes.
Kristin 30:54
Running a business and I, first our business was the first to get a permit and the Big Island for E foils. And that's something I had to work really hard to do. So, it just gave me that confidence of, hey, I can do this. And then when we moved here, I said, you know, my goal is to help other kids talk about their traumas, because I waited till I was 42. And if I hadn't waited that long, I would most likely wouldn't have developed Complex PTSD. And so if I can talk to kids early and get, let them know my message that, hey, just let it out, just talk about it with someone you feel safe with. Just the importance of that. And so I intended to open my own nonprofit to help kiddos going through trauma, but I found one that was even more beautiful than anything I could have imagined it was Horace who had put it together, and I am just blessed now to be a mentor, a weekly mentor there, and then also the Vice President of the Board of Directors. So, it feels pretty amazing to be able to have gone through this incredible transformation with this man next to me, because there's no way in the world I, you know, would have been able to do it without him. And my boys, it feels really good. And I want to help as many other people that are at that place that I was and explain to them that you know, it's not you, your brains not broken, you know, and just help them get to a better place.
Travis 32:23
Awesome.
Pua 32:24
Oh, my gosh, your story is inspirational. It's beautiful. And it's I met you, after you've gone through so much of this inner work. And a lot of this is actually new information for me. I didn't know the depth of the trauma that you both experienced and the challenges that you had, and just owning a business is overwhelming, like, dead stop. People shut down all the time, because the overwhelm of being an entrepreneur and just the pressure and you're wearing a million hats. And you both navigate this space, in such a beautiful, calm way. And to know that that was your journey and your transformation just a couple years before we met. Like that's incredible. And not only that, but you are mentoring, and you're on a board of directors for a nonprofit, and you are, you know, developing course material and you have a community like there are so many things that you do and so many, then I think a theme that keeps coming up is safety and creating safe spaces.
Travis 33:38
Great point.
Pua 33:38
And you know, there are a lot more parts in these journeys, right where like, a lot of this comes from feeling unsafe or unsure. And that you know, may trigger us to go within, it may trigger us to explode, it may trigger us to not know what to do and who to talk to, or it feels like we can't talk to anybody. And so you've both, it sounds like you've created multiple safe spaces for people to come and express themselves without judgment, a space to find healing and to find resources. And I'd love to move into what this looks like as we start to see more and more of your new business coming to life and the things that you have to offer. You've been both working incredibly hard. Like you have these big ideas and these really, really incredible things that you're taking on and you do them. Like so many people, I want to do this, I want to do that, one day, someday. You do them like you do them today.
Travis 34:38
Yah. I love it. Thank you.
Pua 34:41
It’s been amazing. Yes.
Kristin 34:42
He’s the one that pushes.
Travis 34:47
Thank you.
Pua 34:45
You both work so well together too. Can I just say?
Kristin 34:49
Well I've gotten to be that way I guess now but, yeah.
Pua 34:51
It’s amazing.
Kristin 34:52
Thank you. Thank you for that.
Travis 34:53
No, you hold it together too, without a doubt.
Pua 34:56
Yeah. What does your business look like now? And what are some things that you have coming up? How can people learn about what you have? And if, you know, they're thinking, they're listening to this, and they're like, oh my gosh, either that's me, or I know somebody I want to share. Actually, let's talk about that after, like, if somebody wants to look into this themselves, because I really want to know, like, what suggestions do you have for somebody who's like, oh, my gosh, I know someone who really needs Travis and Kristin. But that's like a weird conversation, right? Because you're like, Oh, I hear you shaming your kids sometimes, like, you know, how do you anyway, so we can do that after?
Travis 35:31
Sounds good. That sounds good.
Kristin 35:32
I like that, that sounds good.
Travis 35:35
Sounds good. So, do you want to talk about our three-day parenting workshop?
Kristin 35:38
Yes, so, we have coming up, we have a three-day parenting workshop. It's our three-day conscious parenting 101 workshop. And it will be on June, Thursday, I'm sorry, Wednesday, June 12. And then Thursday, the 13th. And then Friday, the 14th. And it's a three-day like I said, three-day conscious parenting workshop, where we'll teach you the fundamentals. And we'll teach different self-care exercises, and somatic exercises and breathing work and all the different tools that we have, that we've learned, we’ll pass those along. And then we will also have a, one-second here, I wish I had printed it out.
Pua 36:23
Don’t worry.
Travis 36:23
A big part of it's going to be awareness, there were a lot of different parenting areas that we deal with making them aware, which is the biggest thing, most of the time as parents, we're just not aware, right, that we do these things, because we're dealing with our kids all day long. You know, especially if they're at home and you work from home, or you're a stay-at-home parent, you're with them a long day, potentially some days. And things happen and things are said. And so we want to make the parents aware with this three-day workshop.
Kristin 36:54
And aware of the way that they were raised, influences the way they risk raise their children now, and how to learn about themselves, but also not feel shamefull about the way they're parenting now. That's very important that parents understand that again, this is a judge-free environment, we are not perfect. Our kids eat like crap. So many things we personally need to work on ourselves. We are not perfect parents, by any means. But I'm conscious that my kids eat like crap.
Travis 37:32
We’re aware of that.
Kristin 37:34
And it's something that we are working on to change. But it's something again, that I don't want anyone to think like these are two parent coaches that think that you know, that have everything together.
Travis 37:41
Are acting like they are perfect. Definitely not.
Kristin 37:42
Definitely not. And you have to think too is that now, we still have so many things that we go through so many. Right now. We're personally going through a lot of different trials and tribulations and struggles. And the thing is they still happen, like you had mentioned, these things still happen in life, it's now how we can respond to them in a more calm and effective manner, rather than a shaming, hurtful way that might have, you know, future repercussions. So.
Travis 38:18
Well put, well put.
Pua 38:19
Awesome. Amazing. What I love about this so much is it sounds like we turn things like shame or reactivity from a thing of like, this is my problem that I have to fix and I have to deal with, to a family support system of like, you know, I think when it comes to inner work, or fixing things or you know, taking something that you feel like you've been doing wrong, and you're the bad guy, and turning it into this experience, where it's like, as you said, we're humans, we're not perfect. And the goal is to be less of one thing and more of another not completely, never go back to, you know, the way that we used to react to things ever again. And having again, a safe space for your family to be like, excuse me, that felt very shameful. You know, instead of like, it's not like shock therapy. It's like this very sort of positive support system where we know that we're going to be getting better over time and creating awareness and we're not going to be perfect. And that, to me feels like so much more of an approachable space, then, you know, come to my six-week boot camp and you'll never be reactive again.
Travis 39:46
I just thought in my head like parents that ask us all the time, they're like, you know, how do you do this? And I'm like, well, let me start off with the first question. You told me what the issue is. Have you talked to your child about it? Most parents, it's just making them aware that, hey, this is a basic conversation, we'll teach you how to have these conversations in our classes, in our courses how to have them much easier than what you thought it would be. Because parents complicate this right? As humans, we complicate things, right? As adults, we complicate everything, instead of just simple fighting, going, you know, what, a lot of it comes down to just having the conversations and communicating it, is the majority of the battle, you know, and so yeah, it's just yeah, anyways, I wanted to add that.
Kristin 40:36
And then to be able to control your emotions, as you're having that conversation with your child. You know, that's the key part there is not only having the conversation, but then able to do it in a calm, effective manner. That’s important too.
Travis 40:52
Great point.
Pua 40:53
Do you think that's part of the fear of having the conversations you don't want to have it because you don't know how the other person is going to react, so you'd rather not?
Travis 41:01
Correct. With our kids, it happens, obviously, with teenagers, our 17-year-old, what we're willing to say to him and when is completely different than our other two children. So yeah, without a doubt, yeah. Great question.
Kristin 41:16
And, again, going back to tone too. Tone is so important that you're using, you know, there is a shameful tone, there is a mean tone.
Travis 41:25
Sarcastic tones, yeah. Yes. And we do those because, again, we are raised like that, right? Our parents did the same thing. We're used to that as an adult being sarcastic, maybe with another adult, because we're not willing to say what we're really feeling inside, or what's really going on. And so yeah, it's awesome.
Pua 41:48
So interesting. I think it's, so for people who are like book readers, or podcast listeners, or they're like, I am aware already, I have this issue. I'm doing the work to fix it. And it's very, like internal. It's, you know, there may be shame, like, internal shame of like, I don't want to let other people know that this is something that I know that I have, or I've self-diagnosed, right or wrong, right? What are your thoughts for somebody who's out there who's thinking like, Okay, I'm hearing this, this is cool. I'm just gonna go keep listening to my audible list of self-help books, and I'm good. What are some benefits to actually working with a group, working with a coach, and having the kind of support that you offer?
Travis 42:37
I’d say the biggest thing based on what you had just said, was that overall support that we give them in the practice that we put them through, so they're gonna get homework in the six-week course, after every week session that we have. So, they'll put that together their homework and everything and work on it. And then we're gonna get together and we're going to practice it. So, we're going to do breakout sessions within our course within this six-week course, and break it down so people feel more comfortable having that conversation, maybe with one other parent, instead of presenting to everyone. So, we're going to practice these things, we're going to get these things down, how to verbally communicate, how to communicate nonverbal communication. A lot of our communication as parents, right is nonverbal communication, it's arms up in the air when a kid drives us nuts with something, it's giving you a pat on the back, maybe they are not comfortable with a pat on the back, we learned that about our oldest child is completely different. Again, all three of our kids are completely different with how they like to be physically interacted with, you know, one’s high fives, one's fist bumps, ones, okay, not even a pat on the back, you know, and that's okay, we've learned that and we respect that. So, we teach parents that because we were always right, that we're the parent, we're the one that makes the ultimate decision every, the buck stops with me, right? So, part of conscious parenting is really having a mutual relationship with your child, where it's less of that you're going to do this, and this is how you do it. It's, hey, have you thought about doing it this way? And actually having a conversation with your child. So, I'd say that's the biggest thing from self-help books and doing it live classes with us, with the whole work and everything and all of that involved, is we're giving them real-life examples and then practicing it how to have those conversations. So, unlike a book, where just says, hey, have this conversation, do this or do that. Well, there's no one to practice with. Who's your partner in this? Who's your person you're going to communicate too go? Oh my god. This is overwhelming what Travis and Kristin are going with, you know, where's your support? The book can't support you that way. Right? We can, as coaches, we can definitely support them, did you want to add on?
Kristin 45:06
And the other parents that are in the group, too, are also–
Travis 45:10
Exactly that's a great point, great point.
Kristin 45:11
See other people are going through these things. You're not alone. Many, many other parents are too, I think is huge. One last thing I'd like to say, because I know we're really short on time.
Pua 45:22
Yes. No, go for it.
Kristin 45:25
It was Travis had mentioned this at the beginning. And I just wanted to clarify, that wasn't the only reason that we moved here wasn’t because of the traffic and–
Travis 45:35
Oh, yeah.
Kristin 45:40
I just want to say that we moved here because we wanted a 180-degree change within our family, and excuse me, and we wanted a place where we felt we could actually enjoy all 12 months of the year outside with them. Because we were always itching to get out and just be with them outside and do something with them. So, we're constantly going places just to you know, to fulfill that and just to have that time, and also to get away from my triggers and to just have that safe space. So, it was a lot more than just–
Travis 46:12
Without a doubt.
Kristin 46:13
It definitely helps the drive time. Although people moving here more and more, it kind of slowed that down. But it is.
Travis 46:20
And also what it has become Pua, honestly, is it's our safe place. Like we moved here because we didn't feel with Kristin, with her triggers and everything. We didn't feel safe living where we had always lived and where Kristin grew up. And so that was a big part of our move was exactly feeling safety here, we feel so much safer here not being in the big city, a big suburban area. And being in Kona, which is basically a small town, so to speak, you know, and we love that aspect of, you know, being able to walk down the street and not fear that yeah, that something's going to happen. So, yeah.
Kristin 46:58
Or I’m gonna run into someone I know, or have that, you know, triggering experience of someone that yeah, so yeah.
Pua 47:05
Yeah. Well, I love that model that you set forth. Like, sometimes this can really push us to make big huge decisions and huge changes, like, you know, sometimes people may need to relocate, or sell a business or do things that are very, very uncomfortable, and huge, and very difficult. And a lot of times we think that it's easier to just not do it, you know, like, I'm just gonna stay here, I can deal with it, like my triggers will go away, or, you know, the business will get better. And a lot of times like that is the big scary thing that needs to be done for you to actually begin to live your life. And you didn't just do one of those things you did several of them. And so that's another way that people get to learn from your experience and your journey. And I just again, like I cannot thank you enough. One hour is not enough– time with you both.
Travis 48:04
I love it. Thank you.
Pua 48:05
–to even like scratch the surface. Yes. So, we like for sure. So, anybody listening, the last couple of episodes, I have announced that we're taking a break for the summer, and the podcasts will resume in September. And I would love to do a round two with you both, you know, in a few months, see how the business has changed? We'll be in touch like, no, well, we'll be checking in. But I think your message and your business will resonate with so many people. And so I think they'll want an update as well to learn how they can continue to hear from you and learn from you and work with you. But just yeah, thank you so much for sharing so openly for having the courage to do what you do, for being this beautiful change in the world that we all really, really need. I honor you and I'm so grateful that you're doing what you're doing.
Travis 48:56
So well said and we're so happy and grateful of what you're doing podcasts like this. And as our website developer builder extraordinaire. We have appreciated every second of working with you so far. So, we really again, we can't say enough good things about you.
Kristin 49:15
Yes–
Pua 49:16
Thank you.
Kristin 49:17
Absolutely incredible. We couldn't have dreamed of someone better to work with.
Travis 49:22
Not in a million years, we've worked with a lot of businesses over time. You know always partners of our business like you are of ours and you are clearly hands down by far the best business partner we've ever had in any business that we've had. So, we appreciate that a ton and again, we've been through good and bad but you are the best without a doubt.
Pua 49:45
Oh my gosh, thank you.
Travis 49:46
You're welcome.
Pua 49:47
I don’t know how to receive that, but I will. Amazing, where can people find you?
Kristin 49:54
Oh, so they can find us–
Pua 49:56
Find your business. Please don't give me your address.
Kristin 49:57
They can find us on Instagram, on Facebook, on YouTube–
Travis 50:05
Our website.
Kristin 50:06
We are just getting started up on Youtube, our website that Pua put together for us, our brilliant, gorgeous website. And, I’m trying to think if there’s are any other places. I think that’s it.
Pua 50:17
No worries, if they find one of those they'll find the rest.
Travis 50:20
Yes, without a doubt.
Pua 50:21
Everything is pretty connected
Travis 50:22
Nice and easy.
Pua 50:22
Perfect. Amazing. Well, thank you both.
Travis 50:25
Thank you, Pua.
Kristin 50:25
Thank you.
Pua 50:26
I will, I'm so bad at saying goodbye I'll be like, Thank you, no you're the best, no you’re the best. Let’s do it again, should we do it again? So, you know, I just have to like fade out.
Travis 50:38
Fade out, I love it. We’ll fade out too.
Kristin 50:41
Slowly fade out. We’ll all fade out.
Pua 50:43
Okay, perfect. Ready?
Kristin 50:44
Ready.
Pua 50:45
Let’s go.
Travis & Kristin 50:45
Go.
Pua 50:45
See you later. Bye.
Travis 50:46
Bye-bye.
How do you hook your readers, inspire confidence, and guide them to take action with confidence? The answer is the Hero’s Journey—a popular marketing framework that uses the power of storytelling. In this episode, Pua walks us through the eight steps that take the audience on a journey to say ‘yes’ using carefully crafted copywriting and visual best practices. You’ll want to save this episode to refer back to again and again whenever you start a new marketing project and need a refresh.
Pua also shares tips on how to sound authentic and avoid coming across as spammy, from the structure of your copy to the images you use and how you phrase your call to adventure. With clear examples to follow along with, The Hero’s Journey may soon be your favorite framework for sales copy. In this episode, you’ll also hear some exciting news about the RBL Media podcast and what to look forward to over the summer and into the Fall.
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Contact Pua Pakele | RBL Media:
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Transcript
Pualena 00:00
Guide your audience on how to take action people need to be told what to do. At this point, they're on your page still. So they're interested enough that they're going to take an action now, because if they weren't, they would have left.
Pualena 00:16
Hello, and welcome back to the Rebel Media podcast. I'm your host, Pua. And today I am coming to you with Pheobe’s Sticky Shoe’s voice. You get a million points if you know what that's from, and 1,500,000 points if you can name the episode. So I have a special announcement. Before we dive into today's episode, I am going to be breaking the Rebel Media podcast up into seasons. And this is episode 79. Two weeks from now, we release episode 80. And then we are taking a break for the summer. And we'll be back in September for the start of season two. So this episode, I wanted to leave you with something that is tangible, studiable, learnable, repeatable and something that is hopefully going to be useful for you. And something that you can re-listen to this episode as many times as you need to as you create assets and content and whatever else. And it is a framework that I have been utilizing lately for most of our design concepts for things like primarily, I've been using it for landing page design, and email content. But honestly, this can be used for anything from social media captions to ad copy to, you know, anything really, and it is something that we've actually discussed before on the podcast. But since then, it's been several months, I think, probably a good six months since that episode. So I've kind of adjusted the framework that I use, and have studied this a little bit from different sources. And so I'm excited to share with you a content development strategy that is based on a storytelling framework, specifically of the hero's journey. And the reason why I love this framework so much is if you watch movies, or TV there is a very repeatable and somewhat predictable formula that most directors use in story writing in script writing. And it is the framework of the hero's journey. And the reason why we create these kind of binge-worthy experiences is because this formula has been tested over, I think, at this point centuries, to retain viewers, to retain an audience to get you immediately interested and invested in a story. And then it's up to them to carry you with them.
Pualena 03:22
So you know, you've watched a movie or a TV show, or somebody maybe has given you a suggestion of something to watch. And they'll say it starts slow, but give it a chance. That means the hook is weak. But you can't say, here's a link to my sales page, give it a chance, it starts slow. You are responsible for creating a hook that is going to grab people's attention within those first couple of seconds or they're gone. And you are going to lose that sale, potentially, and that it is literally money on the table. If you aren't able to capture your audience, a lot of people feel overwhelmed by this. And to be honest, a little bit of overwhelm around this is healthy, because it really does matter that much. And I've been given examples from our clients or, you know, we talk through this framework. And they'll say, oh, but so and so does it like this. And this looks a lot easier or a lot more straightforward or a lot shorter, or, you know, in the end, they seem to be really successful. And if we look at some of those examples, you can get away with less captivating content or less conversion-friendly experiences. If you have an audience that you are primed to sell to already so you know these big podcasters or these YouTube influencers or people that have audiences and have been around for you know, 20 years. They have people who are already primed and ready to buy things from them at the drop of a dime? Hat? What is that? So it's if you have no audience or a small audience or you're new to the market or you're building, you do have to be more intentional about things that you create. And make sure that it's aligned, make sure that you have integrity around what you're promising, because that is going to build on itself.
Pualena 05:18
The other thing about this is, at this point, we've all been swindled, we've all seen an ad on Facebook or somewhere, and we're like, oh, my gosh, that thing looks so cool. And I grew up in a, there was.. what was it called? Infomercials on TV. And I remember seeing like brooms, and like cleaning materials, and, and my dad would always say, like, never buy anything on TV. And so I was always under the impression that, like, if you buy something on TV that thing is not going to be good. And I remember the first time I bought something from an ad on Facebook, I was like, oh my gosh, I'm not supposed to do this. And there was a reason for it, at least back then you had to be able to have your product at a certain level to like, afford the TV ads. And I think, you know, I believe that it was regulated somehow, but now anybody can create something. And if you have the money to run ads to it, like you can sell anything. There's this crazy graphic t-shirt trend right now in the E-commerce world where they're taking events that happen or actually something I became really aware of this in a really sad way. So last August was the wildfires in Maui. And that like, totally destroyed, Lahaina and all of the businesses all of the homes like and in the days and weeks right after that happened, there were a lot of fundraisers and people trying to get money and items and donations to the people of Lahaina to be able to help them in this like huge emergency where they lost everything. And so it was a really challenging time to be able to understand and figure out where your money was actually going to be put to use and what organizations were legitimate. And a lot of individuals like individual families were also having fundraisers. And then there were these companies or these people who came in and started running ads with like, you know, Mali strong or support behind whatever T-shirts that they were selling for their own profits. And I think this happens so so much. And it's kind of easy, because direct printing, what is it called? I forget, it's you can basically like, it's like made to order. So you can order one or you can order 100. And so they have these platforms that you can create all of these designs. And people select the design, and then they go through this e-commerce platform, they purchase it. And then the thing is printed and shipped. All without you having to do anything. And then you can run very targeted ads. So you can run an ad to a specific demographic, like an age range, a location, a region. And so it's, it's kind of scammy out there. So anyway, I say this, because take this and use it for good, not evil. But this is a very influential and coercive way to get a message across. And when used well, for good things like the services and products that you have to offer. It helps people to learn about what you do to get engaged to understand how you serve them, how you provide the results that you provide, in a way that allows them to like, stay on the page, basically, or continue reading the caption or read the whole email.
Pualena 09:02
So the premise is, we're going to invite your audience into a hero's journey story. And this starts always with your hook. So again, this is review for anybody who's binged the podcast, but on every landing page, you have a space above the fold. That is the first thing that you see either on your mobile or your desktop, the first section of your page. I love putting background video if you have B-roll if you have something or a high-quality image. I think that those work really, really well in Hero sections of home pages or sales pages. Movement is captivating. I say that lightly because too much movement can be jarring. And I see that more in like an animations perspective. So a lot of web builders you have the option to build in movement and animations with each block, and each element, and Sometimes, especially if you're new to this, and you're getting really excited and you're building your page, you can over animate, and animate every block, and every animation is different. And then it's just like an overstimulating experience that makes people feel crazy. So I love a little movement. I love a background video. It's almost like, if you are scrolling through Instagram, and you see a reel that starts with movement, that's a hook. It's a visual hook. So a lot of times there will be like a blur, like a half-second blur before the video comes into focus. And sometimes there's like a sound connected to that. That is an audio-visual hook. So for your website, because this isn't, it's a visual experience. But both with text and photo or video, you have these two elements that you need to create hooks around. So grab the attention with some movement, and then grab the attention with some kind of fabulous heading, a lot of times we default to either putting our logo right there, or the name of the company. And in a traditional website, you have your logo and probably the name of your company in the menu that is stuck to the top. Or if it's not there, once you scroll, you'll want to have a Menu Visible visible at some point.
Pualena 11:23
So like, it's not as important to have your name of your company as it is to have a hook to help people to understand in one second, why they're there, who you are, what you do, and why they should stay. Right? So you could have something like, and a lot of times this is referred to as a value statement. So let's say you have a gym, because I always use fitness as an example. And your statement says, the best workouts on Oahu. All you have to do is show up, and we do the rest something like that, right? Who does that target? Somebody who wants a great workout, who is not self motivated. This is an easy solution, just show up. It could be as easy as that. And then as you scroll down the page, you can talk about what the workouts are, why they're effective, before and after results, whatever. We always kind of default to wanting to explain everything all at once. So an example of this could be Pua’s Fitness: We specialize in high-intensity interval training for young professionals in the Honolulu area… like that, that is descriptive. It's a decent elevator pitch. But it's not going to hook anybody like you just you want to be like you want people to be like oh my gosh, cool. I've been looking for this. Oh, that sounds like me. Oh, that looks like me. So the other thing is in the video, or photo that you have in your hero section, you want to depict a relatable image of someone who has achieved the result they're looking for. So in this example, you are going to probably want to use somebody who is in the target demographic age range. And like looking happy and healthy.
Pualena 13:20
What we don't want is an image of people that can relate to who they are now because they're usually like, uncomfortable or sad or looking for a solution. And we also don't want something that is so far away from what they're capable of achieving in the relatively near future that it will drive them away because it seems unattainable. So in this example, what I'm not going to put are pictures of people in like CrossFit competitors who have huge muscles, or, you know, like it's just, it may not be achievable, and/or it may not be desirable. A lot of times, when people are looking for a fitness solution, they don't want to be the best athlete in the world. They just want to be healthy, right? So we want to just find people who have achieved that result. If you are a life coach for families, then you're going to have pictures of family, of a happy family that is relatable to the general demographic that you're looking for in your target audience. Okay.
Pualena 14:28
So, that is called, I like to call that the ordinary world. This allows you to kind of connect, you know, when you're thinking about your favorite movie, and there's that main character, a lot of times they're kind of just like, average, right? You kind of relate with them in some way or another. And you're kind of like, ah that's kind of like me, like they might they might work in a very regular job. Or like, like Spider Man before he became SpiderMan is just a regular old kid, right? Like just working a regular job. All of these superhero movies start with a person who is living an ordinary life in an ordinary world. So that's going to kind of be our starting point and the hook. The hook is, it's almost like the book cover, right? We gotta get them to open the book, and then we start telling the story.
Pualena 15:25
So as we scroll down, we want to begin painting a picture and defining and describing this ordinary world. A lot of times people will ask questions, literally in a list. Are you feeling tired? Do you not have enough energy to get through your day? Are you struggling to walk down the hall without feeling out of breath, you know, whatever. These are really bad examples. But that feels that kind of questioning can start to feel a little bit outdated and scammy. The same thing happens later on down the page, when you're like, if you're ready to change your life, click here. Kind of feels like if you want the best car on the lot, come see me, right? We want this to feel like a very authentic experience. So for the ordinary world section, what I'll tend to do is grab some more imagery of like, you know, somebody who might be sitting at a desk feeling kind of junk, right? It's, it's, and there is a lot of, I can't really give you good examples without actually taking your business and starting to craft copy around it. But we do want to start identifying some of the challenges that your target audience is experiencing. So this can be a very short paragraph, it can be bullets, it can be imagery, it can be a video. But here, we just want to give people something and someone to relate to and with. take that for what it is. Shoot me a message if you're like, could you explain ordinary world to me a little bit better? And tell me what your business is. And I'm happy to do that.
Pualena 17:16
Okay, so once we've sort of gotten people, we can convince them that we understand where they're at right now. That is ordinary world. Sorry, it took me a minute to get there. But we got there. We want them to know and feel confident that you understand where they're at right? Now. Here's why that's important. I used to, like, surprise, surprise, I used to teach fitness classes in a gym where I was probably 10 to 15 years younger than the average clientele. And I would say like, come on, you can go faster than that, like, you know, just keep moving 20 seconds. And people would come up to me and they would say it's so easy for you to say that, like I have chronic back pain, or I have bad knees and I'm you know, it, I'm about to turn 60 like, what are my options like I if I just can't move as fast. And at that point, they knew that I did not understand where they are. I did not I was able to give modifications because I was trained to do that. But I personally didn't understand what their struggles were. So if I were trying to sell a fitness program, to people who were in their 60s and older, they will know right off the bat like this girl does not know how to help me. So we want people to know and feel confident that you know where they're at, so that you can get them to where they want to be. That is ordinary world.
Pualena 18:52
Okay, number two, this is the call to adventure. So if we think about our hero movie, the hero is either going through some sort of like weird awareness, right? Spider man got hit by the spider. It's, and he's like, what's happening to me? So it's sort of this like, I don't know what's coming next. But I feel this opportunity for transformation coming about. You have an opportunity to engage in the solution. We want to create not necessarily that like FOMO or fear of missing out we don't want to create a coercion experience, we want to create curiosity and excitement. So that's the goal in this section, call to adventure. Provide them with the option to learn more about a solution and create curiosity and excitement. Right. This is what is possible for you. You, ordinary person can achieve this extraordinary result.
Pualena 20:06
So we aren't giving them what the solution is, we're just telling them that it is possible for them to achieve it and experience it. Giving them just enough to say, Hmm, okay, I'll keep scrolling. Right? This can come in many forms. You could right here, in the third section of the page, already give somebody a small testimonial. Meet Betty. Betty was, you know, working a desk job, didn't have time to exercise started coming to classes three times a week. And she just ran her first 5k race, you know, something that it was like, Oh, my gosh, she did it? Okay, I'm listening. We didn't tell them how we just told them that it's possible.
Pualena 21:07
This third chapter, section, act, I refer to as refusal of the call. So we think about your movie. Someone's like, Hey, you have magical powers. And the average person is like, No, I don't, you're crazy. No, thank you. Or you are completely capable of getting this ring to Mordor? No, I'm not, someone else should do it. Right? Like, there is this disbelief in yourself that it's possible. And that's what this section is addressing. So we want to start bringing in some common objections or doubts that your audience might have, and explain how to kind of subtly, how you'll subtly address this, and we're not going to say, you know, you might be sitting there, thinking that you're not fast enough, you might be sitting there thinking, Oh, I have to work out and start to get active before I can come to your classes so that I can survive them. But you don't, all you have to do is show up, right? Sometimes the objections can be financial, this is too expensive. How do I know this is going to work? So we want to start thinking about what those could be. So that we can provide and get ahead of the objections and start to provide solutions. A great thing to offer here is the opportunity to sample part of the program. Perhaps you offer, you know, one chapter for free, or a video that allows people to kind of see what the process is, giving people more examples of people just like them, who are achieving the results that they're looking for.
Pualena 22:44
So this is a way for you to help your target audience to not talk themselves out of continuing to scroll. Right. And you will continue to address objections throughout the sales process. If you do sales calls, you're gonna want to think about how to address objections in a sales call, and what kind of objections would come up in the calls that you're doing. So this is just sort of a light touch to why somebody might not want to buy or might not want to move forward. If they're a good fit, why they should consider, just consider learning more, basically.
Pualena 23:27
Number four, meet your mentor. So this is where you start to bring in your credibility. Okay, we've come this far, I'm still curious how this works. And I'd like to know more. I'd like to know why you are, why should I trust you? What makes you better than the other person I was gonna buy from? What makes this program better? What makes this product better? You want to start to introduce the authority figures, build trust and credibility, and we don't need your bio. We don't need you to talk about all the things that you did and why you're so great. We just need an introduction to, maybe you have some coaches that that work with you that will support you, maybe you have a team. Right, this is just a way for people to understand how they will be supported. And it is helpful to bring in some credentials. So this is sort of a it's not a point of contention. But I think it's a little controversial, especially in the coaching space. Do you need credentials? Do you need certifications? Do you need a degree in order to offer business coaching, life coaching, fitness coaching, whatever that is? I don't know. This is something that you need to figure out based on your value system, what you need in order to feel credible, and do whatever you have. That helps you to feel that way. Put it in this section. If you do have certificates, if you do have credentials, it helps to talk about them. It's not boastful. Sometimes I think people want to be really humble and not talk about themselves. But again, this is just designed to set yourself up with a little bit of credibility to help people to know, like and trust you. They also want to know who you are. Who is this person that I'm going to be working with? Who's the person that created this product? Right? Okay.
Pualena 25:23
Number five. We call this crossing that threshold. So this is where you're like, Okay, I accept, with your guidance, let's go. Right? So you are you're not the hero, you're kinda like, I don't know, the Legolas. Are you Gandalf? I always wondered like in this. So there's the, there's the people that actually like go on the adventure with you, and help you and build your confidence and give you tools and like save you from these little battles that you have to go through. They're not like the guide. So maybe that's like your coaches, or your coaching staff or your so we have like a team of designers and developers. And so maybe that's their, like, the elves? And then for my business, like would I be Gandalf? I don't know, up to you, you can you figure that out. Either way, number five, crossing the threshold, this is where the client says, Okay, I think I’m in, that doesn't have to necessarily equal a sale. I think I'm in could equal, I'll give you my name and email. And I'll wait for that email. And I'll get a couple more emails from you. Because I know on your list, because I'm interested, but I don't know if I'm gonna buy it. Right there are, there are layers to this. But let's just say, for a very basic example, that crossing the threshold in this particular case means a sale. Right? Guide your audience on how to take action, people need to be told what to do. At this point, they're on your page still. So they're interested enough that they're going to take an action now. Because if they weren't, they would have left.
Pualena 27:28
So this is a very important place for you to understand your clients, your clients needs, the user experience that is going to help them to get to the next step. I'm going to use this example even though I don't like this company. Please don't get mad at me. So there is a personal development workshop. I won't name them. But their entire business model is structured around giving people these like experiences that build on each other. So it starts out with I think it's like a weekend thing where you go and you like spend a weekend doing some activities. And halfway through the weekend, when you're all jazzed, and you feel like you've like you’ve broken your board, or you've walked across the coals or whatever, they start to introduce the sale of their next experience, which is a week somewhere or a two-week thing. I don't know, I didn't actually do it, but I've heard about it. And the the whole premise is like an upsell to an upsell to an upsell to an upsell. And so they help people cross the threshold over and over and over and over. And their goal is to keep people in the ecosystem. So that is something that you could do. And I actually really liked that we talked about this when I talked about the Brendon Burchard framework where he had like the $7 offer the $50 offer the $100. You know, there's levels. I like to think about this as meeting people where they're at, if you can only afford a $7 ebook, take that, get some results with it, come back when you're ready, we can talk about the next thing.
Pualena 28:51
So the threshold here is up for you to decide what that looks like. On my website, that threshold is opting in with your name and your email that leads you to a free consultation. So the threshold is not a paid experience yet. I don't, nobody pays until they do a call usually. Because we are, you know, high-end service that requires some sort of consultation to make sure that they're a good fit, were a good fit. So yeah, up to you, assess your business, figure out what works best there.
Pualena 29:24
Number six, this one is optional. Tests, allies and enemies. So this is essentially your second opportunity to discuss obstacles or objections in the next step of the process, so for me, I don't address this on my website, I addressed this on the call. For you, you might address this in one of your welcome emails in your email sequence. Again, not crucial, but definitely an option to help people to stay in gauged.
Pualena 30:02
And number seven, approach the cave. So this is kind of like you're about to enter the inner circle. And we are about to introduce the option for urgency or importance. If you don't start today, then you're going to start tomorrow, and you're going to lose the gains that you would have had today. Right? That is, like, the basic urgency that people need to understand that compound effect in order to take action on, because the objection to that is like, Well, I've been, let's okay, if they're joining a gym, I have been sedentary for five years, what's another day? Right, that's the objection that could come up. So a lot of times, this is a sort of financial urgency. Now that you're here opt in to my email list, you get a special deal. Sometimes this is, you know, 21 days for 50 bucks, and then you become a fully paying member, once you decide that you'd like it. Some way for people to enter the inner circle, right? Again, this is so so specific to whatever it is that you do or offer. So it's hard to give examples for exactly what this should be for you. But think about what that experience looks like, and how people opt in. Right, we… this is like, we're starting to get to kind of that very exciting time where all of your support, and all of your guides are leaving you to make the final decision.
Pualena 31:38
So that's how I want people to feel we want you, them to feel like you're taking their hand, you're holding it, and you're walking them through their options, showing them what life is like on the other side, how you can help them achieve this great transformation. And you're walking them all the way up to the door of the cave, where they're going to find this great, cool, awesome world on the other side, they are the ones that have to step into it. We're not going to push you, we're not going to go in first and drag you, we're not even going to hold your hand and walk in there with you. Because we need this to be your decision. I say this because I've shared before, I opted in to a coaching program, where they did have a really great framework for teaching. It was a marketing program. And they taught webinar, Facebook ad to webinar to consultation, to a high ticket offer. It was a whole premise of what they taught it was a six-week program. And their sales team and their sales strategy was very, very aggressive, to the point where they coached us to essentially say like, Oh, you don't have the money for this. Let me give you some cool credit cards that you can open so that you can opt-in. And it was like it was so gross. Like, I never would ever do that. People do it. So just be aware of that. But that to me feels like you're putting somebody at the edge of the doorway, and you're literally going behind them and shoving them in. We want them to make the decision for themselves for several reasons. One, it feels better, right? If you're like, yes, my answer is yes. I would love to work with you. And you're like, cool, because it's I'm cool either way. And that's how you want them to feel I'm okay either way. You seem great. It would be really fun for us to work together. And I love what you do. But I don't need your business. Right? You don't just say that. But if somebody feels that desperation of like, oh my gosh, it seems like they really just need a sale. And they're just really trying to get me to buy versus I love what they have to offer. And it seems like they do good work. They are, you know, great to work with. And I'd like to make this decision. I'd like to say yes, the energy behind that is so different. And that is the invitation that I want your sales experience to feel like.
Pualena 34:21
Okay, so this plays a lot, we start to look at user experience for onboarding and what that could be for you. I love concepting user experience. And I think that it's something that is often really overlooked, because people will, you know, it's like you make the sale, you got the sale, and then you kind of like figure it out from there. And there's this sort of limbo right when people make a purchase, and you have to make the people feel comfortable. I see this a lot when we do wait lists and pre sales. So if you're launching in three weeks and you've created this amazing early bird presale offer, people are opting in at this great rate, and then they purchase it, and they don't hear from you for three weeks, they're gonna start to have like really crazy buyer's remorse, they're gonna start to really question what it is that they bought if they're ever going to hear from you, they're going to start to say, like, I wonder what their refund policy is, I wonder if I can get my money back, this is really weird, I just give him several $100 that I could be using right now. And you know, so we want people when they buy, it's like, you walk into a spa, and you pay at the front. And then you get to, like, immediately use all the amenities before while you wait for whatever it is your facial or whatever. So you already feel like you're getting your money's worth.
Pualena 35:48
So I love the idea of really being intentional about this post-purchase experience. Maybe it's an email series with an email a day of next steps or how to prepare for your coaching or your service engagement, this is something that I could do much better. To be honest, like, what we do upon purchase is we immediately schedule our first kickoff call. And then you have like a little bit of homework to prepare for your call. But there's no nurturing sequence that I have right now. And I would really love to put that into place. So full disclosure and transparency, this is something that I am also working on. And it is really fun to think this through. So user experience for post-purchase. And then we go on from there, right?
Pualena 36:45
So something that I want to loop back on is if somebody is going through your sales page and they decide not to purchase, how are you going to continue to connect with that person, who even if they don't give you their name and email, I would still say they're like a ghost lead, they might still listen to your podcast, they might still listen to your, or watch your YouTube videos, they might still look at your Instagram, right? So there are so many ways for you to be nurturing your uncaptured leads until they enter your business ecosystem. So something to think about as you craft this page, if there's a way to guide people to free things that you have to offer free value, however, they can continue to engage with your brand until they decide to make some sort of engagement decision. Okay, I know this was kind of a lot and all over the place. Oh, I didn't even I didn't even give you the last bit of the story!
Pualena 37:53
So I actually have found several different ways that this whole hero's journey for marketing ends. Some people end at what's called the reward, where you showcase the outcomes that your audience will achieve. A lot of times, this is in a testimonials section. Case studies before and afters, this is really important. It is so crucial for you to have social proof on your page. And I really like when people have it in a couple of different places, but you especially need to have it at the end. Because that means people have continued to scroll that far. And they probably just need a nudge of something to like, is this person real? Is this person legit? Have they done this before? Have people achieved results? What do they have to say? People are gonna Google you after this, guarantee it. So either way, if you have any sort of reviews about your business, or your service, or your products, anywhere online, they're gonna find it. So you might as well give them the highlights on your page. And to be honest, I love when people just link directly to their Google reviews. And it shows you, you know, in real time and real reviews that are on a third-party platform that you can't doctor. It's it's right there. And I think that's really powerful. So something to think about there. And then some times like I've come across several Hero's Journey frameworks, where there's like a resurrection section where people need to be yet again, have their objections addressed and reassured that you will be supported. And you see this a lot with long-form sales pages, where these last few sections repeat themselves a little bit. I personally do not like long-form sales pages, but they exist for a reason, and it's because they work. It depends what you have to offer. It depends on what you are selling. A lot of times long-form pages are for standalone products or courses that need to kind of sell themselves. So you're not going to do a sales call necessarily. People just have to opt in. So they need as much information as they can consume in order to make a purchasing decision. Again, sometimes that feels like you're on a used car lot. Other times, it actually feels like you're being like, really, you're given value and support right there on the page. So it just depends. It depends on your business and your business culture, your value systems, whatever.
Pualena 40:31
But yeah, I hope this was helpful. I hope it at least spurred some ideas for you to marinate on over the next few months. We have one more awesome episode coming in two weeks. It is an interview with two amazing people who are our clients and they have an amazing program, and I'm really excited to share them with you. And then we are going to be working on some super cool projects this summer. So when we come back in the fall, I'm so thrilled to share those with you to share updates, any changes, and evolutions with Rebel Media, and I encourage you to stay connected. You know where to find me RBL media.co, RBL dot media on Instagram, Rebel Media on YouTube, and until then, keep crushing!
Ready to simplify your daily tasks? In this episode, Pua shares her favorite productivity tools that make an entrepreneur's daily workload simpler and less stressful. She discusses which tools she uses daily and why they’re essential, and she also highlights the importance of creating efficiency while avoiding overcomplicating things. You’ll learn more about the fine balance between productivity and burnout alongside effective strategies to optimize your workflow.
Pua shares her top four productivity tools: ClickUp (for comprehensive project management), Shift (for managing multiple Google accounts seamlessly), Slack (for organized team communication), and Markup.io (for efficient web page annotation and revision tracking). With practical examples and personal anecdotes, Pua provides valuable guidance on streamlining workflows and achieving work-life balance.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 00:00
I think that there is a fine line between working hard to provide a great service to fulfill the contracts that you've been hired for, or the products or the services that you've agreed to deliver. And this kind of chronic overworking that doesn't actually provide any results, you're not going to yield any results if you sit and you just open your email 400 times in a day, and that can make you feel really busy, it can make you feel like you're working a lot. When we implement productivity strategies, you will work less, you will get more done in less time. And so that can also be very uncomfortable.
Pualena 00:41
What's up, welcome back to the Rebel Media Podcast, I'm your host Pua. Today, we are talking about four of my favorite productivity tools that I use for my business. I use these tools every single day, they save me a ton of time, they save a lot of back-and-forth communication. You know, they save us emails that don't need to be sent. And I would love to share these with you. And before I get too far into sharing the actual tools, I really want to take a few minutes to talk about productivity as a framework, as a theory, and why it's so important for us to understand this first before we dive into the actual platforms and apps. Before this business, I had a business with a business partner, my business partner Kimi and I had so much fun we had actually, I feel like we had several businesses because our business evolved quite a bit over the time that we were working together. And one of the things that we offered when we first started out, and although the business framework changed over the years that we were in business together, this was always a cornerstone and a common thread through everything and all the services and products that we offered, and that is productivity. Productivity, efficiency, and time and energy, all of that, and we had a very, I think it was somewhat unique, our framework. And the concept was for us to give you tools, guidance and coaching on how to be more productive. Not so that you could do more work, necessarily, so that you could be efficient with the work that you have. But our overall goal was to give you your time back so that you could enjoy your life outside of work. And hopefully, you're enjoying the work that you're doing. But so many times we end up creating more time because we're more efficient, or we get faster at something, or we implement a productivity strategy that works. And we end up using the time that we've created and filling it with more busy work, which I'm not saying we don't want you to work. Working is great, working is what pays the bills, working is hopefully something that fulfills you and helps you to provide a wonderful service. I don't want you to not work. But I think that there is a fine line between working hard to provide a great service to fulfill the work, the contracts that you've been hired for, or the products, or the services that you've agreed to deliver. And this kind of chronic overworking that doesn't actually provide any results, you're not going to yield any results if you sit and you just open your email 400 times in a day. And that can make you feel really busy, it can make you feel like you're working a lot. When we implement productivity strategies, you will work less, you will get more done in less time. And so that can also be very uncomfortable. So, I just want to lay that framework out for you as just something to be aware of, if you're somebody who's tracking your time and really wanting to implement these productivity strategies, so that you can get more work done in less time, so that you can enjoy the free time that you're creating for yourself. I love that for you. And maybe you're overwhelmed and you want to get a little bit more done in each day. And so if these tasks can take you a shorter amount of time so, that you can do a little bit more work in a day. I love that for you too. I just want you to be aware that this is not meant for you to create more overwhelm, and for you to continue in that toxic cycle of working you know 10, 12, 14 hours a day, day after day after day after day for months at a time. And I want you to know that this is something that I am actively working on. This is something that I am not walking my talk on. I am the person that works 10, 12, and 14-hour days, for weeks at a time until I get burnt out. So, this episode is as much for me as it is for you. And, you know, I started writing this episode, actually, as I was going through my own productivity journey of figuring out like, Why do I feel so incredibly overwhelmed sometimes? Why do I have these never-ending to-do lists? Why am I always playing catch-up? Why am I always delivering things right at the deadline? It's not a place that I want to be in long term. And I understand that we sometimes have these busy phases in our lives in our business. And that could be the case for me right now. But in compiling the tools that I have at my disposal, and the time that I have in a day that I'd like to be spending on my work versus taking care of myself, working out, spending time with friends and family, I need to find that balance. And one of those things was auditing the tools that are at my disposal, and seeing how I can better utilize these tools to create a better, more balanced system for myself. So this is for you. This is also for me, and I'm realizing that I have a lot of great tools at my disposal that I do use every day, and that have made my life and, you know, our team members' lives better, easier, more efficient. So, without further ado, let's dive into tool number one.
Pualena 06:42
This is our project management tool. It's called ClickUp. I've been using ClickUp for about two years now, one of our VAs set up a ClickUp space for us once and I just fell in love with it, it can really just do so much I think I maybe use 4% of what the what the platform can do. It's kind of similar to Notion. I think Notion is more of a blank slate, like you can actually just make it do all sorts of things and this is too. But this is designed for project management for small and large teams. So, you'll notice if you are kind of a project management junkie, if you've done a lot of, you know product development work, you'll recognize many of the tools at your disposal here. And what I like about this is it feels like a combination of all of the project management tools that I've ever used in my entire life. So, you'll have views that look very much like Trello, you'll have views that look like Asana, just you know your standard checklists, you can nest a checklist in a checklist and subtasks, and what I really appreciate about this is how it integrates really well with apps like Google Drive. So, if you drop a link to a Google Doc or to a Google sheet, it will actually embed the sheet as a preview in the space itself. You can have conversations through comments, you can tag people, you can, you know, assign people to tasks you can, there are so many customization options. So, some of the things that we use are estimated time for the task, you can track your time in it, there's actually a timer. You can also just note, you know, I spent an hour and 15 minutes on this. So, if you are using it for people who are hourly employees or contractors, you can use it in that way. There's statuses. So, we will use something similar to the agile project management framework or agile product development framework that you heard about from Talia in the last episode. So, we essentially will have, you know, an open Task List of, I actually should open it right now and we can just walk through it together. So, we have kind of an unprioritized backlog. It's more or less a brain dump, all of the things that we need to do for a specific workspace, whether that's a client project, so every one of our client projects has their own space. We do things for our internal business management, our entire podcast production and promotion flow is in ClickUp. So, we use it for many different things. I've just opened it now let me get into one of the spaces just to walk you through, like for example for our design projects. So, we've got our prioritized backlog, our brain dump the things that need to be done, the open tasks. The next is in progress. Obviously, we can tell at a glance within a certain project what's in progress. The next one is for review. So, if something has been completed and the client needs to review it, we'll put it there. For many of our projects, we also have a column or a list for waiting on client feedback. We've got blockers, so anything that we may be waiting on that is blocking our ability to progress with the task. We've got things in QA or UAT, and then we've got complete, depending on the project, we may add or remove some of these, it really depends. But those are kind of the main ones. And the really nice thing about this is, as with all project management platforms, the idea is for anybody on your team working on that project, at any time, they can log in, and at a glance, they can see exactly where we're at with things. And so you can change the views, you can see it as a Gantt Chart, you can see a calendar view, we can see a timeline. So, for those reasons, it's really important to us that we always have dates, so we can have at least a due date that is like the bare minimum. But I do like to have start and end dates, so that when you're looking at it at a timeline or a Gantt view, you can see sort of overtime, where are we in the overall timeline on this particular task. And then where are we in terms of timeline with the project as a whole, it's really awesome. And some of our clients also have access to this, again, it's a case-by-case basis, depending on the project. But what I love so much, is utilizing their forms for client requests. So, our clients have the ability to submit a form that is created in ClickUp and they can either log into ClickUp and see the form in their project. So, we add all of our clients as guests, or there's a link, and it's just a web link, so, they can bookmark that link or save it anywhere they like, open it up, drop in their requests. So, most of our forms will look something like, so it'll be a Request Design Support Request Form. And what I highly recommend is getting some really clear boundaries from the start if this is something that you're going to do. And if after I explain this, if you're like, that's interesting, I want to know more about how you do that, just shoot me a message on Instagram, drop me a DM or send me an email. And I'm happy to walk you through how we set this up. It's really cool. And I think I found this on YouTube, somebody had set this up for a very similar business structure. So, we have a little description, that essentially just asks them to give us at least 48 hours from the date that the task is submitted until the date that it's due. Again, like when we work so closely with our clients. So, they could always shoot us a message and say, like, Hey, we've just submitted this task. Here's why it's a little bit urgent if you could get to it, you know. So, like, we have, we have exceptions, but for the most part, we have parameters. And so we have a 48-hour turnaround time. And we also have, you know, an ongoing support package. However, if somebody needs a brand new design asset, if they need a brand new page, brand new website, brand new course, email funnel, you know, whatever, we do have a payment structure. So, what I'm trying to say is like this is not an open-ended offer, to have to just submit forms as you please. But what this does do, is it allows us to properly track and manage an influx of requests. So, most of the time, people, you know, the forms are relatively short. There's a field for your name, task description, due date, attachment, and that's it. And so essentially, they can be like, you know, we just got some photos taken, here's a link to the Google Drive folder with our new photos, could you please add these to the site and they submit it. And so that comes through as a task. I'm tagged, my assistant is tagged, and we are able to then divvy out the workload appropriately, and we can communicate with our clients in the task itself. So, we can add comments, tag them, there's just so much I feel like I could go on forever. And I'm beating a dead horse because you're like, I get it. It's a project management tool. Like I'll look into it if I'm interested. So, anyway, ClickUp can do so much. I literally, I live in there all day, every day. It's amazing. And again, if you're interested in learning how we use it for our business, I'd be happy to share that with you just shoot me a message.
Pualena 14:37
All right. It's so you know, it's so funny. I say, um, a lot. And I always think about like, there's all these ads now where it's like, oh, you can have an AI podcast editor, edit out all of your ums. And I just, if you um a lot too, I'm gonna say like most of my ums are left in and it makes me human, if it helps you to know that somebody else says um a lot. I'm here for you. Okay, moving on. Number two, the second, and this actually might be the most used app that I have and use every day because ClickUp is in it. So, maybe I should have said this one first. It's called shift, S, H, I, F, T. And the website is tryshift.com. TRYSHIFT.com. This allows me to manage multiple Google accounts at the same time in the same app. So, I have a support email, I have my personal email, I have, those two are for my business, I have my actual personal email account for me as a human. And I have two other accounts that I manage. And so to be able to have them all in one place, I can see, you know, I can toggle between each one. So, if I'm getting an email to my personal account from, you know, an activity that I'm a part of, or an organization that I volunteer for, that can be completely separate from the emails that I'm getting through our support email, or through my personal, my business email. And it just helps to kind of differentiate things almost from like an energetic perspective. I also have in the past, gotten all of my emails and like, set up Google Gmail, so that everything goes into one inbox. And I thought that worked kind of well at the time. However, this, I like better for a few reasons. One, at that time, I had everything going into my personal Gmail, and I now have almost no space left. And because I'm paying for Gmail for the business, I refuse to pay Google for more storage. So, it just like overloaded my inbox so fast. So, I like that. It also separates my Google Drive for each account, which I think is hugely helpful. And it separates my Google Calendar for each account, which is also hugely helpful. My assistant and I share the support email. So, for me to not have that in my personal inbox. Also, from like a calendar perspective is really, really huge. And one of the coolest parts about this app that is a newer update, there is a unified calendar option. So, if I long hold the calendar in one of the views, it will show me a unified calendar, which I just use all the time, I find it really, really helpful because again, I do use my personal calendar for personal things, my business and my work calendar for work things because everyone on the team can see my work calendar, and that's fine. I love that. But you know, they don't need to see like my beach days or like, you know, it’s just is a wonderful way to categorize things and not have it all just mixing and mashing together. There are other apps that you can also use this space for. So, in addition to having different accounts, you can also bring in other apps. So, for example, I have Clickup in there as an app, I have Slack, I have Figma, I have Canva. A few other things that I use often that, I then just need to open the Shift app, and then I have access to all of my other accounts. Now it does take up a lot of juice. So, I often get notifications from my computer that like, you know, it'll drain the battery quite quickly. You know, things like that. So, just be mindful as you use it. If you have an older machine that doesn't have a lot of battery life unplugged, or if you're rams tend to fill up quite quickly. I do want to give you a little bit of a caution around that. But it is a phenomenal tool and I highly recommend it. I have the paid version. You can there's a free trial version, but it's very limited. It essentially allows you to see if you like sort of the look and feel of the app, but you can't really put a whole lot on there with the free version. Again, if you want a demo like I'm happy to send you a video or a Loom or something like that. Oh, I should have been Loom on here. Okay, I'll save that for the next one. And if you're curious, L O O M is like the coolest screen capture tool ever. Okay.
Pualena 19:43
So, moving on. The number three most used app in my business every day is Slack. And this has been around for so long. I don't even need to talk about it for that long. We used to use it for my other business and we used to tell people it was it was like organized text messaging, where you can categorize things. What I love about it is we have spaces for our internal teams as well as for our clients. And this allows me, so my assistant Kelly is in a timezone that is six hours ahead. And so we have client channels. And when our clients who are also, you know, in different time zones are sending messages, Kelly will get to them long before I will. And this is really, really great. Rather than having a, you know, a phone number or people texting you, I love that we can share the support through Slack, we can also bring multiple members of the company in there. And I have a really big issue with using my personal phone for work things. It's probably some kind of old trauma, you know, I'll resolve it. But one of my biggest pet peeves is when someone gives my phone number to a lead, and they're like, Oh, this is my friend Pua, she does websites, you should call her. It shouldn't bother me. But it does. And I just, I've had too many experiences where clients have my phone number, and they call and they text at all kinds of crazy hours. And I, as much as I use Do Not Disturb or you know, limit my notifications. My text messages are a protected space for my family and friends. And that is just how I want to live my life. It may sound like I'm a terrible business owner or whatever. That is my personal preference. And I stand by it because it creates huge amounts of stress for me to have somebody's message coming through in a text message that I'm seeing on a Saturday or late at night or even you know, in the middle of the night, if I have a client who is on the east coast, they are six hours ahead of me, they're sending me a text message, it's nine o'clock. For them, it's 3 am for me. If I wake up in the middle of the night to use the restroom, and I see a text from a client, I'm not going to be able to go back to sleep, maybe that's on me for checking my phone. But I also want to see like, Have I gotten any messages from my family or my friends like, it's just a protected space for me. And so Slack solves that issue. And it is wonderful because you can set the notifications. It's designed for teams, for companies, and so it understands boundaries and limitations for time. So, I don't get notifications before a certain time in the morning, after a certain time in the evening, on the weekends. I can always check it whenever I want to. But it doesn't come through. It's not intrusive. And it's actually really fun to use, we use the voice messaging between myself and Kelly all the time. It's just, I enjoy seeing Slack notifications come through, which I also think is a sign that I really like my team, and I really liked my business, and I really liked my clients. So, I'm grateful and blessed in that way.
Pualena 22:56
Okay, we are moving on to the final and fourth tool that I use every day. I have a feeling I've talked about this before and I'm gonna talk about it again because it's just that cool. It's called MarkUp.io. And this is a tool that allows you to make comments on live web pages, documents, screenshots, anything that you could comment on, you can. And what I love so much about this is okay, here's how we use it, and then I'll tell you why I love it. When we're building websites for people, let's say I'm building new website.com. And I open up MarkUp.io. And I put new website.com in the little field, hit submit and it creates this space where I can see the live site, I can navigate around. So, there's a button that's called browse. If that's toggled on, you can navigate the site as if you're just on the web. And then you can toggle that over to comment. And you can comment on the live site, change this picture here to this one. And then you can upload a file, upload the image of the new picture that you want them to change. And then you hit submit. I get a notification in my email, saying so and so left a comment. I click that, I can click on the comment. It takes me directly to the place on the live site that it wants me to change. And then I can change it. I can either comment back to them. I can send a video right inside MarkUp.io, and then I can resolve the comment. And I see two lists, a list of open comments and a list of resolved comments. And so it's a really, really awesome way for us to just track and log everything that we have to do on a site. All of it's a great way to communicate revisions instead of in an email or something or even like a, you know, ClickUp form where people are like on, on the about page halfway down the page, could you remove the extra space between? Nope, they're just gonna click on the extra space and see and remove this extra space, and then I know exactly where it is. It's really, really awesome. It saves us a ton of time, and it makes our workflow so good. And it also shows the client, you know, if they look at that log of revisions, it can show them exactly how much work we've done for them and how much they've requested of us. So, you know, sometimes in this world of web design and graphic design, it can be a little bit difficult for the client to sort of quantify the amount of work that we've done for them. And if you don't know, you don't know like it, if you're not familiar with what it takes to make a platform do something, you can't really conceptualize how much work or how little work that one task might be. And we often have people saying like, Oh, it's it, you know, I assume it's just a copy and paste. So, this should be a quick one. And it actually takes an hour and a half, because it's not that easy, or simple, or straightforward. Or you have to like hack things or code things, you know. So, as a service provider, speaking to the general entrepreneurial public, a little PSA, it's never safe to assume that something is easy to do. Because even if it might be, more often than not, it is not. PSA. Done.
Pualena 26:30
Okay. So, anyway, I hope this is helpful. I have a bajillion other apps that I'd love to talk about. I have some very design-specific apps, something that has recently come across my awareness is, Canva just acquired affinity. So, the Affinity Suite is the market standard alternative to the Adobe Suite. It does not have nearly as many products, it doesn't have any I don't think it has any video editing software or anything like that. But it has Affinity Photo, which is like the alternative to Photoshop, Affinity Design, which I think is supposed to be InDesign. And there's one other, now I have to know I have to I have to look it up. Oh, Affinity Publisher, is that InDesign? Anyway, sorry, I'm getting everything mixed up. But anyway, it's the reason why people use Affinity is because you buy it one time versus Adobe is a monthly subscription. And Canva is a monthly subscription. So, anybody who's using Affinity is sort of nervous that Affinity will then become a subscription platform, and then there will be no good industry standard that you can just purchase one time. And I have to agree like I use Affinity as often as I can, unless it's a very Adobe-specific task, in which case, I will reopen my account. Because I just think it's crazy. Like I own Affinity it can do most of the things that Adobe can that I do in my day-to-day. And you know, if I can't do it in Affinity if I can't do it in Canva, then sure, I will pay for a month of Adobe. Thankfully, I don't do a lot of video editing in Premiere yet. But I think that's coming very soon. So, we'll see, I'll keep you posted, we might do just like a design-focused app. So, we used to I had a podcast before also with my business partner. And we would do these episodes called App chats. And I thought that was really cute. And I might bring that, yeah, resurrect that. Like there's Loom, Calendly. I think I've talked about these before, we've done app chats before. But apps are really exciting. And I think it's helpful to know how people use apps because we all use them differently. So, if you do have things that you're already using, use them, you know, there's no need to just ditch what you have to just try something new. But it could be worth, you know, signing up for a free trial or, yeah, reach out though, if you have questions, and you want to see how we use something, and to see if it might benefit you, or help with your workflow, but you don't want to invest yet. Again, I'm super happy to record a video for you, show you how we use certain things. So, just reach out. And I would love to hear what you would like to learn from this podcast. What topics are exciting for you, as a listener, you are, you know the most important person as we move towards this new Rebel Media Podcast era, and you know, I have some great guests coming your way. And I also want to make sure that the things that you're curious about or that you want to learn, or the goals that you have for you, and your business, and your life. I'd love to be able to support you with those with content here if at all possible. So, please reach out, let me know if you're liking the content and what I can provide that will help you to live your best life. All right, I will talk to you soon. Until next time, keep crushing.
Are you nervous about creating videos for your business and marketing? If you whispered a ‘yes,’ then this episode is a must-listen for you! Pualena’s guest, Bernadette Marciniak, shares how powerful video can be to not only connect with your audience and showcase your authentic self but also how it helps your searchability online. Whether you’re thinking about b-roll footage, a founder’s story video, or capturing your next public talk, this episode will leave you inspired to start using more videos in your business.
Bernadette shares the biggest mindset challenges she and her clients encounter with photography and videography and practical tips for overcoming your hesitation. You’ll also learn practical strategies including where to host your videos, how to get the most use of your content, and the essential elements needed for a great video. If you’re ready to take your website to the next level, grow your audience, or capitalize on your next speaking engagement, this interview is a must-listen and share with your network.
About Bernadette Marciniak
Bernadette is a dreamer, chaser, and storyteller. She’s also an award-winning photographer and Founder of Solhaus Media—a boutique woman-led video and photo agency for visionaries, best-selling authors, speakers, and your business’s #1 believer.
As a brand photographer and videographer, she loves working with entrepreneurs who create impact, elevate the collective, guide others, and whose superpower is leading fellow humans to discover their own magnificence. She’s a former award-winning reporter, photojournalist, and videojournalist. Storytelling plays a huge part in her approach to taking unique, authentic, and distinctive imagery that stands out and scales your business.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Bernadette Marciniak | Solhaus Media:
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Transcript:
Bernadette 00:00
Having just one video on your website can increase your visibility to Google by 53%. I know!
Pualena 00:14
Bernadette!
Bernadette 00:15
Hello.
Pualena 00:16
Did we meet on Instagram?
Bernadette 00:18
We totally did meet on Instagram, although I stalked you out on Instagram because a few of my friends have been on your podcast.
Pualena 00:24
Oh my gosh, that's right. That’s so funny. I was like, looking at my calendar today to see who I’m like, who am I chatting with? And I was like, oh my gosh, we met on Instagram. You reached out to me. I'm so grateful. And I wanted to make sure that I say, like, Thank you for… I don't know if it was like, weird or scary or not. But I think most people don't reach out. And I'm just so grateful and glad that you did. I looked at your Instagram and your website and your business. And I was like, oh my god, I have to meet you. So here we are.
Bernadette 00:56
Are you podcast hosts just like twiddling your thumbs until somebody, like reaches out?
Pualena 01:02
I mean, that's people are like, how do you find your guests? And some of them are friends. Some of them are clients, and literally sometimes people reach out, and I'm like, You're cool. Let's chat.
Bernadette 01:10
I love that. Okay. Noted. I have to get a little bit braver, then.
Pualena 01:14
Yes. You never know. Right? Yeah. Amazing. Well, you are the owner of Solhaus Media. Your website is amazing. Your services are amazing. I can't wait to dive in. Could you share a little bit with our audience just about what your business is, who you are and how you got to where you are today?
Bernadette 01:35
Yeah, so my name is Bernadette. I am a brand videographer and photographer. I am also the founder of Solhaus Media. It's a media agency, located in the New York City and Los Angeles areas. I'm actually primarily based out of LA, but New York City is my second base. And we provide video and photography to small business owners and entrepreneurs.
Pualena 02:01
Amazing. I love video. I mean, I personally don't love doing video. But I think video is so powerful. And so I'll do it because I see the value in it. I just I have a million questions for you. Yeah, we were chatting a little bit earlier. And you just kind of threw out casually that you were doing a presentation about video for SEO?
Bernadette 02:26
Yeah.
Pualena 02:27
I've never heard about that. Could you share with me a little bit more about what that is?
Bernadette 02:29
Yeah, so, so many people don't know how potent video on your website is when it comes to amping up your SEO. For those of you who don't know, SEO is search engine optimization. It's how Google decides where to rank your website. Having just one video on your website can increase your visibility to Google by 53%. I know!
Pualena 02:55
I say that one more time for the people in the back.
Bernadette 02:58
One video on your website can increase your visibility to Google by 53%.
Pualena 03:05
Oh my gosh, how, though? Because isn't Google like a word-based search engine?
Bernadette 03:11
So no, because it's also looking at like the type of content that you're putting on your site. And so it's hoping that you're creating a nice, dynamic user experience for people who land on your website. But the other thing that people don't really think about is if you are embedding videos from your YouTube, which I have thoughts on when you should embed from YouTube versus uploading video natively to your website. Think about who owns YouTube.
Pualena 03:50
Google!
Bernadette 03:51
Google. Exactly. And when you are putting if you're, if you're putting videos on on your YouTube, and this can be anything from like, you know, you don't have to have a very big YouTube channel. You don't have to be growing a YouTube channel, you can literally use it as a dumping ground for all of your video content. I know that there's going to be a couple of YouTube people that come after me for saying that but I think we should all just be real about what we're using all of these platforms for. And for me right now, at the current moment in this season, I am using YouTube as just a dumping ground for all of my videos. It looks nicer than that because I have it you know, branded and curated. But I literally pull all of my social content reuploaded it as YouTube shorts. Great thing about YouTube shorts and YouTube videos is that you can be very detailed in the description, so you can put keywords, and I personally keyword stuff in there because, again, I'm not trying to impress anybody I'm literally just using it as a feeder to all of these other places that I'm putting the videos on. So I keyword stuff, I put my URL in the descriptions for every single YouTube short that I put up And then when I put those videos on my website, whether it's, you know, specific pages or blog posts, then, I’m really helping Google understand that I am, you know, the one who's behind those videos, and that I'm creating this great user experience for the viewers who are landing on it with both, you know, words, videos and photos.
Pualena 05:29
Oh, my gosh. So do you find that your channel is still growing. Do you grow subscribers, even though you're just sort of using it as a place to hold content?
Bernadette 05:38
I have subscribers trickle in every once in a while, I haven't really done you know, I, I've noticed that when I am consistently uploading, then yes, they will come through. And it's not even just about uploading, because you can upload and then like, save as drafts and push them out, which I think is great, because then you can consistently have content coming out on YouTube. So I'm sure if I was doing it that way, it would help subscribers come in. But really, I haven't noticed a huge difference. I'm, again, not not looking to grow my YouTube channel that way at the current moment. Never say never, though.
Pualena 06:20
Totally. And then if and when you decide to you have all of this content already in there to make the channel look really full and robust. That's awesome. Amazing. So you mentioned that sometimes it's a good idea to embed the raw video on your website, and sometimes it's a good idea to embed the YouTube player. Yeah, what is the difference? And when would you recommend to do each one.
Bernadette 06:45
So for me, when you natively upload a video to your website platform, whether that's Squarespace, show it or WordPress, whatever you're using, I personally use Squarespace, then I do that for aesthetics. That's literally when I want the video to help with the aesthetics of that page. Because otherwise, if you are embedding the video via YouTube, you're going to have all of YouTube's branding on it. And the quality might also be a little bit off, considering it's coming from another party. So for aesthetic purposes, like your hero image, which is the first image that people see when they land on your website, or if you are using like a video as a spacer or like I call them video vignettes on your website, just like kind of a sub for an image, but it's moving and again, more dynamic, that I would definitely just use the native uploader. But if you're going to be uploading a lot of video content to like, let's say your blogs, or let's say you have a lead magnet that lives on your website, then I would embed it via YouTube, for a couple of reasons. One, again, we're feeding that SEO machine, you know the information about your website from YouTube and telling it you know, to Google that it's connected to your website. But also, a lot of the website platforms that we use have a limit as to how many how much video we can be uploading onto it natively Squarespace for instance, they have a half-hour limit, I believe. So like, you know, those little 10-second clips that you have here, they're scattered around your website, they start to add up. And especially if you were going to be putting even minute-long social content onto your blogs, let's say, then that's going to add up very quickly as well. Especially if you're posting blogs consistently. So I reserve that embedding via YouTube for that use.
Pualena 08:51
Awesome. I think this is so helpful just to help people to understand also like how many different ways we can use video in our business. Yeah, and the different ways that people can consume video content, right? If we're using it as a background image on our website, they're not going to be listening, they're going to be watching. It provides a specific aesthetic. So it's, you know, whatever it is that you do, allowing people to experience that in a 3d space rather than, you know, most of our websites are 2d, we've got a lot of graphics images, but they're static. And that to me, is just an elevated user experience. Yeah, and then there's the ones where we can actually like listen to it you know, people are gonna listen to this podcast wherever they listen to it. I've recently started putting it on YouTube almost for the same reason like it's, it's sort of just an archive right now. I'm not looking to grow the channel. I was at first and I have like pulled back on that because I'm like, this is a full-time thing to try to grow a YouTube channel, and I just don't have time for that right now. But it allows for people to find you, which I think is kind of your point, right? Like, how many ways can people discover you and your business? Where they would never have before? So I think this is a good little nudge for those of you who are like, Oh, I know video, I just, you know, one day I'll do it like, let that day be today.
Bernadette 10:21
Yeah, and you know, it might sound overwhelming. But again, we're not trying to grow a YouTube channel, we are literally just, I like your work better. I shouldn't say dumping ground, I should probably say archive, although I feel like when I say dumping ground, again, seems a little bit less intimidating. And like, it's not another project. And there's no harm in putting yourself you know, I know, we hear a lot about like picking one platform and doing it well. Absolutely. I completely agree with that, then, but there's no harm in putting yourself out there on these other platforms, even if you're not using it, you know, specifically to the platform's liking, you're still just making your your content available there.
Pualena 11:02
Absolutely. And I love YouTube, because it's free. You, it literally can be a dumping ground, and you're not paying for storage. Whereas you know, the other two are archival sites that people tend to use, after a certain amount, you do have to pay Vimeo or Wistia. If a client on Wistia right now, who didn't realize that they would automatically increase their, their fee, their monthly fee, if they exceeded X amount of storage space. So they went from having this like, you know, I don't know what it was $20 or $30 a month, uploaded, like several online courses worth of content. And the next bill is in the thousands.
Bernadette 11:50
Oh my gosh.
Pualena 11:51
That was so crazy. So we're like moving everything over now. So like YouTube will never do that to you. You know? Yeah. In fact, they'll pay you if your content’s good.
Bernadette 11:53
Right, exactly, exactly. And you know, if you have a ton of video content already living on your social or whatever, I had at least two years worth that I needed to move over to YouTube when I started this process. If you have a VA, this is a perfect task to hand off to them, because I definitely don't want to be doing it.
Pualena 12:15
Totally. Yeah. And it's well worth it, too I think, yeah,
Bernadette 12:18
the payoff is very, very much worth it.
Pualena 12:21
Awesome. Well, this is juicy. And I would love to hear just kind of what do your clients typically hire you for? And what is your favorite service and share with us a little bit about that?
Bernadette 12:34
Yeah, so I, I provide a lot of videography and photography actually started out as a photographer, but the minute that I let it be known that I also know how to do video and that I know how to do it well, the photography definitely took a backseat not because I don't like doing it or because my clients don't like it. But I am definitely somebody who is kind of a unicorn in that I'm female behind the camera when doing video. Video is definitely still very much a boy’s game. So they appreciate having me there who somebody who empathizes and understands everything that's going on in a woman's mind when she's in front of the camera. So I, my bread and butter started out with being founder stories. And those are they're basically intro videos to you, your brand, your business, what your business offers who you offer it to. That came from my experience in journalism before I became a full-time business owner, I had a background in journalism. So these are very similar videos, you know, talking about who you are and what you do. I also do a lot of event videography and speaker videography. So on the one side of things, I do video in-house for event organizers at their events. Or if somebody is speaking a lot, goes on tour, you know, to all these different stages. They'll also hire me to come and capture all of their keynotes and provide social content, create social content out of it, and speaker reels at the end of everything. And those can often definitely become intertwined like founder stories and the speaker stuff because if you're a speaker, then that kind of becomes your founder story. But those are the two main types of video that I provide still along with brand photography when the occasion comes.
Pualena 14:31
Oh my gosh, would you like to clone yourself and open another location?
Bernadette 14:36
Oh my gosh, I would love to. Although I do travel, so just want to put that out there. I want to clone myself for a few reasons. But yeah, in that spirit, I actually do also have a program for photographers called Pics to Flicks, where I teach photographers how to shoot, edit and incorporate video into their business, the same way, I incorporated video into my business. Because I definitely need more of me, I can't do all of the work by myself. And, and so I know that it's also going to be appreciated, that there's going to be more people that look like me behind the camera,
Pualena 15:17
You are a unicorn. This is amazing! Thank you for sharing your gifts as well. Like, I think that is such a beautiful evolution for you and your business. And I hope that other people are inspired to do that also, because you are, what you do is in such high demand, both just in general, and also, as you said, as a female in this space, to have not just, you know, a fellow female, like, that's amazing to just be out on a shoot with, you’re you know, more probably understanding of angles and things that we may feel a little bit more self-conscious about. But also, in post-production, I imagine that you have somewhat of a different perspective. And I just everything you described is everything that I hope that every business owner can someday have for themselves. A video with an origin story, right? B-roll with things that they do in the community, that, Oh, my God, it's like, drooling when you told me what you did.
Bernadette 16:23
Yeah, I mean, like, when we think B-roll, I see a lot of people, oh, my gosh, I just came across a social post. And I know it has the best of intentions. And it's you know, it's it's great advice for people who don't have a budget for a videographer. But you know, it's a lot of the generic like hands on your keyboard, typing, writing, you know, all of that regular stuff. And that's great. That's definitely content that you should have in your arsenal, I definitely capture it for my clients. But what I'm really after is the storytelling part, people in their community, people in their home with their families, people, you know, at the events that they're going to and speaking it's it's much bigger story than you behind your, your, your keyboard, totally.
Pualena 17:11
And I think that helps people to what helps potential customers come to connect with the person behind the business, which is something that I'm constantly telling my clients, like they need to know who you are, and connect with you. And yes, you can write a great bio, you'd have, you know, go get a photo shoot, but nothing conveys that deeper and faster than video. And I, it's so funny you said that about b-roll because I recently trialed this clip maker for my Instagram promo clips. And it has an AI B-roll feature. And so I tried it. Oh my God, it was horrendous.
Bernadette 17:56
I was gonna say, I can't imagine that. It's that great. But yeah. You know it…
Pualena 18:02
Horrible.
Bernadette 18:04
Yeah. Yeah.
Pualena 18:06
To be able to have your own B-roll too, like, to your point, you know, having, we work with what we got, right? So if we need to go get that stock video, fine, we'll make it work. But it's so powerful to have photos and videos of you. Because a) you don't have to worry about copyright infringement, and you can use it freely. But also, it's just that much more authentic, you know?
Bernadette 18:29
Exactly, exactly, it's going to feel better putting it out there to like, people are going to be able to connect with it, people are going to know that it's you. And especially in this world of AI, I think that we're definitely gonna want to be able to see more authenticity versus something, you know, that's produced by AI. And I know AI definitely has its place. Like I don't know which video clip thing you're talking about. But I've tried a few of them out for my podcast guest spots to get like the captions and everything like that. And it's super useful. It's, it's, it helps, you know, make the work quicker and easier. Although I still ended up going back to doing it kind of manually in one of the other video editors that I use, because it just wasn't finding the sound bites that I knew were the good ones. But then so I guess to that point, you know, we're really looking to put out and find the authentic things out there right now.
Pualena 19:28
Absolutely. Yeah. And I'm still I will, I won't out them but I'm still using them for like the actual clips. Yeah, because you can actually like select and edit.
Bernadette 19:39
Yeah, yeah, for sure.
Pualena 19:41
But the B-roll was like a hard pass.
Bernadette 19:47
That’s fine. We'll pretend it didn't happen.
Pualena 19:49
Exactly. I think there was like a, I mean, you've heard my podcast I don't talk about like, I don't know, I don't remember. Why is it Like an angel, like an angel, like, flew across the, the clip, and then there was like a, yeah, it was just so bizarre. Anyway, I am like reliving it right now. And I imagined too, as a videographer and a video, content creator, professional video content creator, the automated things may not feel like you may want more control over all of those aspects of it than maybe somebody who's not into video. But yeah, I agree. I think if we can be authentic, if we can create things that feel, like I always use the phrase human-to-human. We just want to be speaking human-to-human. Even that if that is through static digital content that people are consuming at their own pace on their own time, right?
Bernadette 20:50
Yeah, yeah.
Pualena 20:52
For sure. Yeah. Amazing. So what, as somebody who's in video who sees quite a variety of business owners and humans and people who are using video and photo for all sorts of things. Are there any, as you say, challenges, or is there anything that you might warn people against doing or things to avoid? If somebody's out there thinking about creating video or photo content for themselves or hiring somebody to help them create that?
Bernadette 21:28
Um, that's an interesting question. I think I'm gonna kind of turn that question on its head and say, first of all, I hesitate to say that there are things that people should avoid with video because video is already intimidating enough for a lot of people. And like you were saying, before, you know, you like video, you see the value in it, but it's a pain in the ass to create it. And, like I totally 100% agree. But it also doesn't have to be this big, overwhelming thing. So I like kind of just want to as much as that one social post that I was talking about earlier with, like, record yourself typing record yourself doing this, like, that's a great starting point. And I think that that is where people should begin, and it kind of eases you into getting in front of a camera that just keeps rolling for a while instead of taking snapshots, right? Because I know that people who are even comfortable in front of the camera for photos, video is a whole different thing when you start adding movement and sound into it. But if you are gonna get started with video and you want to take it to that next level, then there are things that you should definitely be doing, like making sure that your audio is top-notch. Podcasts are definitely a testament to this, basically, you know, I know it's just audio, and so like if you have bad audio like that, that's it's done, right, the podcast is done. Same thing for video, if you have bad audio, that video is almost unusable. In most cases, there are still some ways that you can work around it, but having good audio equipment, like a microphone, and I wouldn't, you know, buy like the cheapest one that you can find on Amazon, I have done that, and I've tested them I would not recommend. So good audio, and finding good light. That's also a good tip for photography as well. Always make sure that you're in a well lit area when you're doing video. And don't be afraid to move i So for my founder stories, when I when I'm recording my clients speaking to the camera, they sit very robotically at first in front of the camera, they don't move their arms are like very closely tucked into their bodies. And I say do you usually speak with your arms? And they say yeah, absolutely. I'm, you know, I'm always speaking with my arms and my hands, and I said, Good. Make sure you do that here too. This is not that serious. You know, even though serious videos, we want to see movement, we want to see that authenticity again, right. So ease up a little bit, take a deep breath. It doesn't have to be as intimidating as you're, we're all making it out in our heads to be, and this is advice that I still need to hear sometimes. So you know, I've definitely had a little bit of experience and gotten better at it. But yeah.
Pualena 24:32
I love that so much. I love that you shifted that question to a positive and give us some tips because I think that's, it's so important for people to just understand that there's it's doable for all of us. Like it just I don't know it's it's something that perhaps used to be a little bit out of reach. And it's not that, you know, every computer has a camera, right you could record on your phone. Again, clean audio is important, getting a good mic, there's little things that you should invest in. And it's interesting that you talked about hands because you reminded me of something that I heard. Several years ago now, I had another business and we worked with a lot of course creators in that business as well. And when we are guiding them to create their video content, we would always say, you know, backup, so that the top half of your body can be seen, so that you can talk with your hands without them kind of like showing like just your fingertips because people tend to trust you when they can see your hands.
Bernadette 25:36
Interesting. I have never heard the take about trust, although I can see how we could come to that conclusion for sure. I think there's a multitude of reasons that we should be showing more of our bodies on camera. And I know this is going to be a tough pill to swallow for, you know, people who are struggling with body image. I'm right there with you. I just put out a post on Instagram last week literally about how I hated my new brand photos. My photographer knows, she, I like … we had a very good deep conversation about it. And it was nothing about her work. But it was just about how I, you know, looked in front of the camera. But I will say that the photos that I liked more of myself, were the ones where you saw my entire body because if you are going further away, then I'm not just taking I'm not filling up. I don't know, you know, if you're watching this on YouTube, like if I'm filling up this entire screen right now, I look ginormous. If I move myself back, well, now I look like more of a normal, normal person. And so again, you are kind of building that trust not even for other people. But for yourself. It's safe to be seen whole. And it actually is better to be seen whole.
Pualena 26:59
Oh my gosh, I love that it's safe to be seen whole that is your gift you make this space safe for people.
Bernadette 27:07
I hope so because, like I said, I know what it's like to be on the other side of the lens. I'm putting myself there as much as I'm, you know, capturing other people behind it. Because I don't believe that it's fair to expect other people you know, I sometimes, you know, have it in my mind during shoots, like, can you just do with it? Can you just do and I'm like, no, it's it. There's there's a block happening here. So it's alright, we can take our time we can walk through it. Because I know that I need to do that. Have that same process when I'm in front of the camera.
Pualena 27:37
Yeah, absolutely. I'm thinking about this Instagram account that I follow. It's a woman who used to do, actually she, she owns a CrossFit gym. And she was uh, she competed in the CrossFit Games a few years ago. She it seems like from her recent posts, she might be trying to compete again, which is really cool. She's done, I think in her mid-30s and talks a lot about body image. And she's very open about it, she, you know, as a CrossFitter, she's not your typical like, muscles and abs. And she's like, I love to eat. This is my body shape. This is my body type. And I often feel like, you know, I'm not skinny enough, I don't have enough definition. And so she recently shared that she went to speak to a school about, you know, body image. And she got, a photographer came and took photos of her. And as she was looking through the photos, she was saying, like, oh my god, I look so fat. As she's looking at the photos of her talking about body image, and she was very vulnerable with about this. And she's like, we just have to talk about this and understand that our bodies serve us in so many ways. And she's like, I can say that, but I still have these thoughts myself. So it's always a constant thing that we're all working through. And I think the more that we can put that out there, the more we all can realize that we're not alone in this and that we can show up and that there are safe spaces for us to show up and do what we're meant to do in the world without feeling pressured into just having to like see past it or get over it. Right. We can look at it and we can move forward together.
Bernadette 29:17
Yeah. 100% you, you nailed that on the on the head. Yeah.
Pualena 29:24
Amazing. Well, I am… Thank you, thank you for for also sharing so authentically and vulnerably. About that. I think it's important. And yeah, if if there's anything that we didn't touch on that you're excited to share about your services, about your clientele, anybody that you are looking to connect with. Let's, let's dive into that.
Bernadette 29:45
Yeah, so I am launching my program for photographers again, in just a month from the recording. It's going to be in May. So it's called Picks to Flicks, and if you're a photographer who knows that you're ready to incorporate video into your business, then I highly suggest you join the waitlist. Solhausmedia.com/ptfwaitlist. And you know, it's just as intimidating for photographers to start doing video as it is for clients to start getting in front of the camera. But I will tell you the whole reason that I threw a white flag up, you know, from just doing brand photography is because I had so many of my clients who were asking me, do you offer video? Do you offer video? Or do you know somebody who offers video, and at that point, like I didn't know how to offer, I did, I did know how to shoot video, I had been shooting video for a while I just never told anybody about it. And I'm like I'm leaving all of this money on the table and not serving somebody who already loves to work with me. And I know those clients exist for other photographers. So I want to make video easy, fun, accessible, not like a YouTube bro, teaching them how to do video. So that program is launching in May. And I would love to have you join the waitlist if you're interested. And if you're a photographer. Otherwise, I like I said, I work with a lot of speakers and business owners and I would love to connect with anybody who is either going to be on stages or leading workshops, no matter how small or big the stages that you're going to be appearing on. There's always going to be really good and juicy sound bytes that are going to propel you even further and get you on bigger and more stages in, you know in the future. So yeah, you can check out solhausmedia.com, S-O-L-H-A-U-S-media.com. And connect with me on Instagram at solhausmedia or at Bernadette Marciniak.
Pualena 31:52
Amazing! I just have to say I love that that's something that you focus on an offer in terms of capturing people speaking. And I think people think that if if they are going to be hiring a videographer than the stage has to be big, that they even have to be on a stage at all right? And it's like, I had a client who was a business coach, and I distinctly remember him saying, if you're going to invest in anything, invest in a videographer anywhere you speak. And you just nailed that point home because that is, right?
Bernadette 32:29
That is golden golden advice. Yeah. And like I'll even add a little tidbit, one of the podcasts that I was on, a few weeks ago, the host was telling me that she had been asked to speak in an event where only 10 people out of like, I think there was supposed to be like 50-60, maybe even 100 people and only 10 people ended up showing up for whatever reason weather, whatever it was, and she had brought her own videographer there to capture the Keynote and to like, you know, she said, I have two options, I can be super bummed out that there's nobody here, or I can deliver the speech as if there's 100 people there to the 10 people that are here that you know, are ready to hear that message. And you know, they got everybody close together so that it looked like it wasn't empty and whatnot for the video. And that video from that event ended up getting her on a really big dream stage of hers. Yeah, in just a couple of weeks after that. So, again, doesn't matter. Like even if you're just leading a workshop for less than 10 people, there are going to be so many mic drops. It definitely elevates your credibility, your visibility, and your confidence of putting yourself out there. And so there's really no wrong reason to get a videographer at your speaking events.
Pualena33:54
Ah, I love that. Do you capture photo at these events too?
Bernadette 33:58
I do. I will. I because I am. I'm a Virgo. So I definitely need to be a kind of a perfectionist. And so I'm always thinking about like, oh, well, if they do all of these social clips, they need reel covers to put over them. And so I will make sure that the photos are framed. So that way it can be a good reel cover. But also, you know, just because video is king doesn't mean that photo doesn't have a place you need to have photos for all of these, you know, like print and static places that visuals are still needed. So yes, I will definitely do both photo and video when I'm coming to capture you speak.
Pualena 34:39
Oh, I love that because there's so much more authenticity. When you're actually getting dressed up to do a thing and you're onstage and you have the energy of a crowd. You're You're fired up you have all of this adrenaline that the emotion in that vibration I think photographs so much better than when you, kind of have, not to say staged photo shoots aren't good, because those are so useful. But you know, your outfit changing, it's a long day you're tired, you're kind of like posing. Again, nothing wrong with those, those are phenomenally useful. But I just think repurposing the, as any speaking engagement, you're going to show up as your best self, you're going to dress up, you're going to prepare ahead of time, I spoke at a local Rotary Club, and it was in a cafeteria of a local public school. And it was probably the best presentation I've ever given in my life,
Bernadette 35:35
Right?
Pualena 35:36
And I regret not recording it.
Bernadette 35:39
It’s these places where we're giving the best ones, the best keynotes. Yeah, I completely agree with that, like do not knock an event just for it not being your dream event to use that as a reason to not have it documented. That's probably where you're going to do your best work. And you know what, something else that I didn't mention is that a lot of the times my clients, since they already have me, you know, on location for their speaking engagements, they'll also say, like, well, let's, let's do everything, let's do some B-roll, let's do some brand photos in the city that I'm in, you know, they're usually a little bit more done up than the normal. And so we'll make a whole content day out of you know, their speaking engagement and, and the location that we're in, even if it's, you know, local. And I will say that, the confidence that exudes them after, like doing a keynote and being on stage and then going out to do some more photos and videos, like, oh my gosh, that totally comes through, in, in the visuals when you, you know, pair everything together.
Pualena 36:49
Ah, this is amazing. I'm going to be in LA in October, and I'm going to look you up and we should do a shoot because I think this would be a blast.
Bernadette 36:56
I would love that.
Pualena 37:01
Amazing. Well, I'm also inspired to get a speaking engagement on the books, and to, if you're available, if you're willing to travel, wherever it is, I am just, you've really inspired me to step back into video, step back onto stages and really just capture moments. And I think that that's your gift, as well as is to be able to allow people to reach new audiences, grow their business through something that you capture once and can be used in so many different ways. So thank you for what you do.
Bernadette 37:38
Thank you. Thank you so much for those kind words. I think I'm gonna have to, like, tear up that was the nicest thing that anybody’s ever said.
Pualena 37:47
Well, you are, you called it you're a unicorn. It is so special to know that you have these gifts and you're sharing them, you're teaching them now and I'm grateful to be connected and yeah, stay in touch.
Bernadette 37:52
I would love to.
In this enlightening podcast, host Pualena engages with product strategy consultant Talia Marino, offering valuable insights into effective product development processes. Talia emphasizes the importance of thorough discovery and validation, stressing the need to understand user needs before embarking on development. She discusses the iterative nature of product development, advocating for delivering incremental value over time. Talia explores key themes such as prioritization based on ROI, stakeholder management, and the significance of documentation for maintaining clarity and alignment throughout the development process.
Furthermore, she delves into the intersection of creativity and strategy, showcasing how both elements contribute to impactful solutions. Talia shares strategies for overcoming common roadblocks in product management, emphasizing the importance of validation, feedback, and informed decision-making to ensure product success. Tune in for valuable insights on stakeholder management, risk mitigation, and the iterative process of product management.
About Talia Marino
Talia is an accomplished executive product leader known for driving growth and innovation in the enterprise, B2B SaaS space, as well as experience building 0 to 1 products. With a strategic mindset and deep product management expertise, Talia has successfully developed and executed product strategies aligned with market trends and customer needs across several industries, most notably in FinTech and Entertainment. She excels at fostering cross-functional collaboration, influencing stakeholders, and navigating complex organizational landscapes.
She is also well-versed in building and mentoring high-performing teams, fostering a culture of creativity and always driving continuous improvement. Passionate about driving customer-centric innovation, Talia has a keen eye for identifying market opportunities and translating them into actionable product roadmaps. She has a strong focus on delivering exceptional user experiences and leveraging data-driven insights to inform product decisions. In her free time, you will find her traveling the world, wine or champagne tasting, scuba diving, and tinkering with the latest AI tools.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Talia Marino | The Product Consult:
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Transcript:
Talia 00:00
The very beginning is usually the step people skip them. And the first step is really like discovery and validation, like understanding if the things that you think you need or that your users or clients or whomever need are actually things that they need and are worth solving.
Pualena 00:23
Talia!
Talia 00:25
Pua!
Pualena 00:26
Hi, this is really exciting for me.
Talia 00:30
Same here, it's been a while, like, it's been ages. And it really only has been a couple of months since we last talked, but I'm so excited to be here.
Pualena 00:37
Totally. Yay, I am too. And I'm super excited, as always, I start every episode with like, I'm so excited to talk to Talia, but I am so so so, so super excited to talk to you because, well, for many reasons. But the one that sort of screaming at me right now is as somebody who has operated kind of in a silo on her own by herself, like a solo entrepreneur and now I have a very small team. And we kind of just figure things out as we go, I don't have a lot of form, not formula, sort of formal, like corporate product experience, I worked with you, I was able to do, what was it like three months of weekly sessions with you something like that. And I have to say, you truly opened my eyes not just to project management, not just to product development, but to finding a flow that allows things to go from idea to execution over and over and over again, in such a beautiful, clean and formulaic way. And so I just want to thank you for that. And I'm excited to share you and your knowledge in this time that we have with the other entrepreneurs who are out there kind of fumbling around in the dark figuring out their way, because I think you can really, really impact and change the way people run their businesses in a beautiful way.
Talia 02:12
Wow, that's very kind. And I'm so glad that we had the opportunity to do that together. And it's true. It's like stuff, practices, frameworks, things that you could use in everyday life and running a business in just establishing like, your to-do list for a given day and understanding what's most important versus less important. And then like, going forth, and you know, doing the most and getting the most value out of whatever you're spending your time on.
Pualena 02:40
Yeah, that's it. That's everything. It's making every second count. And yeah, so we sort of dove in, and people were like, I think I know what she does. So, let's clear the air. Could you share, you know a little bit about your background, what you do and how you how you got here?
Talia 02:59
Yeah, totally. So, I am a product strategy consultant. Now, my career has always been in product management, basically, since almost immediately after I got out of college, but I didn't know that was a thing, I had no idea. It was like product manager was a title of somebody who worked in the company kind of fell into it. And that's true of a lot of product people I talk to you, you end up just like literally falling into it. And there's a need in almost all organizations. And now it's like the hot, you know, position of the day the company. So, I'm very blessed to have found that like a dozen years ago or so. And now I'm living my dream job consulting and doing projects with awesome people like Pua. And just helping organizations getting, like I said, get the most value out of what they spend their time on and making sure that they're solving problems that matter for their customers or users, whoever that might be. Yeah, I can also is it helpful if I describe like what product managers do? Because most people, I swear to God, my parents still have no clue what I do for a living. I've described this to them so many times. So, it's not super familiar to a lot of people. And you can't fault them for that. But product managers are effectively responsible for understanding user market needs, figuring out what problems need to be solved for companies, for clients, for users, etc. And it's usually from a software development standpoint, but product managers exist in hardware too, right, because at the end of the day product is responsible for identifying what those needs and problems are, and then writing the business requirements that would be needed to solve those problems. And then working with software engineers, developers, designers to build a solution that solves those problems at a very basic level. And so yeah, at the end of the day, it's really about understanding what problems to solve and then prioritizing them in a way that adds incremental value to the experience over time. And then, you know, obviously, that all rolls up into things like the product roadmap, and again, establishing those priorities, doing something now, versus next, versus maybe never. And an overall product strategy that kind of helps to drive a lot of the organizational strategy at the end of the day.
Pualena 05:25
Epic. I love. I'm sitting here like, like, okay, of all the things you taught me. How much of it can we cram into this 45 minutes?
Talia 05:36
Yeah I know, describing product management that way is almost limiting in and of itself, because it's so many other things, too. But yeah, it's a lot.
Pualena 05:43
But it's so helpful, too. Because yeah, like the whole product space is a little bit ethereal. I think, especially in the service industry, where you're like, what, I don't have a product but you do.
Talia 05:55
Yup, your service is your product.
Pualena 05:58
You also have a client experience. Right? Exactly. Totally. What I love so much about the– is this the right term, like agile project management, is that what we kind of worked on together? So, that to me, is the secret sauce, from taking somebody who's full of ideas that like need to really be in the world, they're great ideas, maybe, hopefully, and through this process, you'll find out and taking them from idea to concept to product, quote, unquote, whatever that product might be, could you share with me as detailed or non-detailed as you'd like, sort of your like, if someone were to say, Hey, I'm full of ideas, but I don't know what to do with them? How do they implement this, where they start?
Talia 06:51
It’s such a good question. And it's often like the very beginning is usually the step people skip the most. And the first step is really like discovery and validation, like understanding if the things that you think you need or that your users or clients or whomever need are actually things that they need and are worth solving. I'm reading a book called The Crux by Richard Rumelt. And he talks about the crux of like, you first need to identify what the like core problem is that you're trying to solve, and whether it's feasibly achievable to be solved before anything else happens. And so really like digging in and understanding, validating whether those things that you think you should be working on, are indeed stuff that people want you to be working on. So, that takes a lot of user research. Data is your best friend, talking to people, understanding really like, where they're falling down, like where they're getting stuck, as it relates to whatever product service or whatever technology you're offering them. Validation is the first piece of that. And then through that process, hopefully, you've been able to identify like, how can I get the most bang for my buck? What do I need to focus on now? How and the name of the game is incremental value delivery, right? So, what do I need to do now, that gets me the biggest ROI in the most concise amount of time? Like how do I deliver meaningful value in a shorter period of time, because you'll build on that as time goes on and continue to iterate as we say, make improvements, enhancements whatever to the experience or the product that you're delivering. And you rinse and repeat that cycle over and over and you're constantly validating that those ideas are worth pursuing, while you do more execution and keep building the things that you've validated are worthy of being solved.
Pualena 08:46
I love that. I love that for so many reasons. The biggest one is that we don't have to guess what people want. We don't have to guess if this will work. We don't have to guess if it's what they need. All we have to do is ask.
Talia 08:59
Yeah, totally and so many people skip that step.
Pualena 09:01
Just something that we find difficult.
Talia 09:05
Which is wild, right? Like, you're like, I know the solution to this problem. And you're like, ooh, do you? Is that even a good problem? Like do other people care about that problem? Like, is it just your idea that you think is brilliant? It's so fundamental and seemingly easy, and yet is probably one of the biggest pieces people miss, because we get so attached and fixated on this idea of a solution to something in our heads before we even know for sure that it's worth pursuing.
Pualena 09:32
Totally. It's very emotional, I think because you have this like, a lot of people have been brewing on their ideas for a while. Right? So, to hear the thing, something that you told me over and over again, you told me a lot of things that really stuck with me. But data is not emotional, right? Data is simply something that you can use to make a decision on. Make adjustments, iterate, test, get feedback. That might not be the right order, but like–
Talia 10:00
That is 100%. And like you're not always going to have data like quantitative data, but qualitative data, anecdotal feedback, you know, that is data in and of itself. And so the more diverse types of data that you can kind of combine and aggregate and synthesize to make those decisions, the better off you're going to be like, the more hedge your bets are going to be, the less risky they're going to be. And the greater the chance that they fit the value that you think you're delivering, is–
Pualena 10:32
I'm curious, in your experience, as you collect this feedback, and data and sort of make decisions on what data is useful, what data you should probably utilize in order to make these changes or not? How, like, we can ask one person, three people, five people, 10 people, 100 people, and you'll get, you know, things that you can pull out that are patterns, you'll get individual pieces of information that maybe one person thought of that was brilliant that nobody else thought of? What is your process for figuring out how to utilize the feedback and the data to make those decisions?
Talia 11:17
Man, that's a loaded question. It's such a good one because you're right. And like, sometimes you only hear the loudest people, like sometimes you only get feedback from the people who are the loudest. But there's good ideas and good feedback brewing from, you know, the silent ones, too. So, you really have to work to get a diversity of perspectives, as you, you know, analyze feedback. So, I think number one, that's, that's important. But something is always better than nothing. So, if you really can only talk to five people go talk to those five people, you know, and then like you said, I think identifying patterns and trends, those are usually good places to start, because they're self-identifiers of maybe the biggest problem spaces that exist, and therefore may be where you have the most ROI.
Pualena 12:04
Brilliant. So, there's something that we talked about this together, and it was prioritizing, the things that need to be done based on ROI, based on the things that are going to have the most impact in the shortest amount of time, that get you incrementally closer to that big goal. Sometimes the priorities that we feel like are important may shift. Which, in our experience, I think, ultimately would shift the end product altogether. And sometimes we have stakeholders or other people who might be present in parts of the process, but not all. You taught me something very, very cool. And it was documentation and understanding at each point along the way, each task, each thing that you want to iterate on or test needs to be documented in a way that somebody can jump in, without knowing what you've done in the last three days and understand exactly where you're at, exactly what this thing is supposed to accomplish and why. And at first, I have to say I was like, I have to document every task, this is insane. So, can you share it because it is incredibly impactful and meaningful? Can you share a little bit about the documentation process, what that even means, what it is and why it's so important?
Talia 13:34
Yeah, I mean, documentation, it comes up in a lot of different forms. So, whether it's like what we refer to in product as a product requirements document, or a business requirements document, or what we refer to as epics and stories, which are like the individual chunks of work that the engineering teams are ultimately going to be working on. The most important piece of what you're trying to elicit in that content is why. Why are you doing this, it helps to have those conversations with stakeholders who are maybe not in your orbit, like you said on a day-to-day basis, but have influence over the decision-making that ultimately is going to drive where, you know, the product, the roadmap the company, whatever, where it may go in the future. So, being able to justify, rationalize the what and the why. Why we’re doing something and why we're doing it in this order, why that makes sense, I think is really key. And that's where your data both qualitative and quantitative really help to kind of drive that message home and give you some empirical proof, you know that the decisions that you're making are founded in really sound rationale. So yeah, it's probably most people's least favorite part of their job is documentation when you say it like that. But I think a lot of product people also like to nerd out on like, really diving into like, why is this important and understanding that the decisions that they're making do actually change other people's lives, like, maybe it makes their work easier, maybe they can spend more time at home because their tasks now take a fraction of the time that they used to because you've automated some of their workflow. So, you know, there's opportunities to nerd out on it to without being completely a snore.
Pualena 15:23
Completely. Well, and I think it's, you nailed it, because it's understanding why you're doing something, which implicitly also helps you to understand why you're not doing something. And right? So, I'm like, there's a client that we're working with phenomenal people, incredible company and business and service. And the other day, they asked us, they were like, I think, you know, somebody told us, we need a thank you page. And I was like, tell me more. And they're like, Yeah, well, I think it was our business coach said, We need a thank you page. And I was like, for what? And they were like, for this workshop. And I was like, do you have two workshops? Do you need one thank you page for both workshops? Do you want a thank you page for each one? Like, what does that look like for you? And they’re like, I don't know, she just said we need a thank you page. So, their why at that moment was, my coach said so. Which means it's time to dig in a little bit into what the ROI would be to create five thank you pages, or one thank you page, or if you don't need it at all, right? And without that, you end up with this laundry list of things that you think you need because somebody else said so or you watched a YouTube video. So, I think that documentation process and you know, for a solo entrepreneur, you don't have to do the A to Z documentation the way that somebody in a 300-person software company does. But I do think it's important because you have to understand that where you're spending each of your seconds of the day matters so much more sometimes than large teams. Right?
Talia 17:03
Gotcha. There are a couple of things that you pointed out there that I wanted to comment on, one being if someone and this happens in large organizations too, the CEO walks over to product and it's like, hey, we have to go do this thing for this client, otherwise, we're not going to close the deal. You're like, cool, I had all of these other 10 things that I already had prioritized, like what happens to those? So, you run into conversations like that all the time, very naturally, within the course of development. And it's all about understanding that why and coaching other people as well, we talk about like the five why's you keep asking the question, why, at least five times to get to the root cause of the problem that they're trying to solve with the thing they're asking you for. So, that's a method in which you can kind of apply to any situation. And you're like, you're totally thinking like a product manager, Pua. Like, the application is perfect. Like, okay, you needed a thank you page. I mean, this came up in the course of our, you know, work together as well as like, Okay, but why do you have to do it that way? Well, because somebody that's how someone wants it, it's like, well, there are probably other ways to achieve the same thing. And probably for far less, you know, in terms of resources, cost, whatever that is that delivers ultimately, a better user experience at the end of the day. And so like, having the freedom and creativity to propose alternative solutions, and like validate the solutions that you are putting into play, I think it is critical.
Pualena 18:35
Yeah, it changed my world for sure. And that's like, very granular, right? Like that is like we are down to the little tasks that we're doing to bring big projects to life.
Talia 18:49
Yeah, well, and that's true, too. Like, the other point is, like, there's this concept of like big wins and little wins or quick wins like you should scatter them out. So, at the end of the day, you're achieving something really great. But along the way, people are getting something, you know, some value delivered along the way too, and be risking those big bets that you're making on big, big things so that they aren't so risky in the end when you ultimately deliver them because you're building up along the way. And validating again, continuous learning, continuous discovery, validating that what you're doing is the right path to get there.
Pualena 19:26
Absolutely, and I feel like I just got so excited that we just dove right into all the juicy stuff. And I'm wondering if it would help listeners who this feels very foreign to, to kind of go from like, big picture to small picture what this actually looks like in a real-world situation. Maybe starting with like, because you did mention stories and epics and even roadmaps, and it all does flow together. And there's a lot of detail in each step. But could you describe kind of what this overall process looks like?
Talia 20:00
Yeah, totally. So, generally speaking, like, within any organization, and again, could be small, could be large, it could be a single person, entrepreneur, you know, taking a look at their service or their product offering. And you usually start with like, what is the goal? What are the objectives of your organization? What is your company trying to achieve? Why are they doing it? Who are they serving, and what is my like bet on return that I get as a result of like serving this community of users, clients, whomever, as a result. So, you start at the company level. And then if you have a product or a service offering that is contributing to how you deliver on those objectives within your organization, that's where product strategy comes into play. And the goal of Product Strategy is that you're driving, you're not only aligned with overall, like goals of the business, but you can help drive return or advancement towards those objectives of the company at a product or service level offering. And so that's how that all fits in. And from there, all you're doing is saying, Okay, how as a product person, can I help drive business, revenue, value for my company? And then you go into that discovery process. What problems are we really trying to solve with our product or service? Who are we really serving? Who's our target audience? Who's our ideal customer? You start to ask those questions. And then you start to identify those kinds of smaller problems and build a long-term roadmap that ultimately helps you get to the place that you want to be as an organization through the enhancements to your product or service. Does that make sense?
Pualena 21:47
Totally, super helpful. And what I really love about this is it forces you, not forces, you get the opportunity to chunk things down in a way that helps you to move towards goals. Right? Like, that's when we went through developing a product roadmap together, it was so eye-opening to see like, if someone's out there, and this is, you could have very specific goals. But you could also have big dream goals. Like I want to write a book. How many people want to write a book? Right? So, okay, make 2024 the year you write a book, and you can create your literal book as a product roadmap. Yep, chunk it down. And then do what you need to do to get there. Right?
Talia 22:39
That's totally right.
Pualena 22:40
That's kind of the scary part.
Talia 22:42
And you can actually achieve what you set out to achieve.
Pualena 22:45
Yeah, like, Oh, my God that I have to write the book. Holy moly.
Talia 22:50
Yeah. But you're totally right. And the beauty of it all is that you have the opportunity to continue to inform your decisions and your strategy along the way. Like, you don't wait until you get to the end and then realize, like you totally made the wrong choice 12 months ago, like you can't continually get to learn, and pivot your strategy as needed based on the new learnings that come along the way, while still delivering value that is actually meaningful, you know, like, you're never just building things because somebody told you to build them, and nobody ends up using them. What a waste of time, resources, energy, all of those things, right? So, being able to do things in smaller chunks, and adjust your strategy as you go along based on what feedback and learning you're doing it’s truly a winning strategy, a winning approach to like how you execute against big dreams.
Pualena 23:44
Totally, and I think that's a relief for people who are more creative-minded, because they think this process can feel stringent and very, almost limiting. Like, if you're like being forced to follow all these rules, that feels like creativity is it's like, the place where creativity goes to die. But I think that instead, it's a place where creativity gets to have the structure that it needs to formulate something impactful because without that, right? Is this helpful? I don't know. But it's fun. Like, right? That's, there's a place for that. But it might not be in business where you want to make money, right?
Talia 24:25
It could end up taking your business because you made a bunch of wrong decisions because you didn't validate the problems you're solving. No, that's totally right. And I always tell people, I am like, the least creative person on the planet. Like, give me a pencil or a can of paint like you don't want to see the end result like you really, really don't. Musical instruments. No, like, I am not creative. However, I would say that product management truly is a creative outlet for people like me, like it is my opportunity to come up with creative solutions, to come up with creative ways to solve problems and design something at the end of the day that is useful and changes people's lives, changes their workflows, makes their jobs easier, whatever it is, like it is really a creative space at the end of the day to be in product and doesn't, it shouldn't stifle creativity, but really be allow it to blossom in a way that that actually is productive.
Pualena 25:22
Completely, yeah. And I think a lot of creatives who turn their creativity into a business are sort of stuck in that space of wanting it to be a creative outlet, which I think is fine. And I think that's kind of like keep your hobby space yours, where it's something that people aren't. They're trying to like demand products from you, based on your creative juices. And for your business, allow your creativity to become a place to make an impact. And you can only know if you're making an impact, if you're having conversations, testing, getting feedback, right? It's that, it’s a loop.
Talia 26:02
100% It's a cycle that hopefully promotes not only the creative part of it but the execution and delivery at the end of the day, right? It gets you to the place where you are actually giving people you know, what you want to give them, and hopefully what they're asking for at the same time.
Pualena 26:18
Yeah, I love that. Question, in your consulting and your experience in this role as well. What are some roadblocks that you come up against with people who, I imagine this type of work brings up some like limiting beliefs or people kind of have a hard time wanting to implement this for whatever reason? What are some of those challenges, roadblocks that you come up against? How have you helped people to work through those?
Talia 26:53
Great question. I think, I mean, the one that I always go back to for product people is like, your job is to influence without authority, like your job is to convince people that the plan that you've laid out, is in fact the right one. But you rarely, if ever, actually have like authority, or like managing a team that's actually responsible for delivering for executing, implementing, rolling out, supporting, whatever, you don't manage any of those teams, you don't manage any of those people usually, but you have to convince them all that the way you've laid it out is the right way to go about something. And that can be so hard, especially when you have like, either founders who are super married to their way of doing things or their vision for how they wanted something to be done. Or you have executive teams that are very, you know, also attached to kind of maybe what the board is telling them to do, or very attached to that thing that they heard from their largest customer. And, you know, despite it not necessarily being overall, the right time, or the right way of doing things, you have to convince them otherwise. And so that's like, the hardest thing, and it's honestly both an art and a science. Like it's a hard skill to hone and takes a lot of let's call it persistence, stamina, being ruthlessly opinionated, courage to express those opinions. Especially when you feel like you're the only voice in a room saying, you know, let's go left when everybody else is saying, let's go right, you know, so it's understanding how much flexibility you want, or should be applied, how much you know, sway you have over the decision making. And one of the things I also learned is, actually, Gibson Biddle, used to be a VP of product at Netflix, and he talks about low fidelity or high fidelity risks, right? Like there's things that are very low risk, and there's things that are very high risk. And rarely are we ever making decisions as individuals within an organization that are like super unchangeable, like irretrievable, you can't step back from them. So, making sure that like, you reduce those high-risk decisions as much as possible by doing little things along the way to de-risk that and that can also prove that you are delivering the right things because you're also getting feedback after the fact. And that goes a long way in helping to convince other people that your approach, your ideas, your kind of path forward that you've outlined, are in fact, the right way of doing things. Right? But yeah, it is. It's an art and into science, and it is hard. It is hard.
Pualena 29:56
That was a beautiful answer. And I think it's, we often find ourselves in those spaces as service providers, right, because this is what the client wants. This is their vision. And all of a sudden, whether it's through user research, whether it's through data collection, we realize that that is not the best way forward. And so our job is to make recommendations based on data, based on feedback, based on tangible things that allow the client to see that there is a better option that will provide a better user experience that at the end of the day, will help them to make a better impact faster and make more money. Who doesn't want that?
Talia 30:37
Who doesn't want that, right? It seems so obvious. And yet, is such like, it's so easy to get caught up in these cycles of like, just being beaten down and told, like, No, you have to do it this way, anyways. And so it's understanding like, when to bend and when not to, you know, again, de-risking along the way, is the name of the game, if you have to go that route.
Pualena 30:59
Yeah. Do you ever coach people around having those conversations?
Talia 31:05
Oh, gosh, you know, it's really funny. So, we're doing, my company, I work for a company called The Product Consult. And we're effectively a consortium of product experts who are working on consulting projects, like the one you and I did together. And we're doing our company off-site in a couple of months. And they were like, hey, like, is there any, like, team building or education, coaching stuff that you guys are really interested in? And literally, what we talked about was like, how do you overcome some of this? How do you tell people that they're the problem without telling them, they're the problem, like, it is one of the hardest things to do. And so we're constantly learning, like, I'm constantly trying to find ways. Somebody put it to me once, it was like when you're running up against obstacles, or there's like a big rock in the way, be water, find ways to go around the problem, as opposed to trying to just like hack at it, you know, you're not going to get very far if you're just like constantly being, you know, your hammer against a rock, but be water, be flexible enough to go around and find a path forward. And that was very tangential way of saying, like, I'm still learning.
Pualena 32:20
Aren’t we all? Yeah, it's a tricky space. And I also think that without people like, without product people, or people who are in positions to help those who are in the decision-making seats to make good decisions, we would have a lot more really bad products in the world. It's kind of like the foundation that keeps the building up. Nobody thinks the foundation, but without it, the building doesn't exist.
Talia 32:50
Yeah, yeah. Well, there's a lot of examples of like, poor products out there, like really bad designs, and you're like, who made the choices? Why on the planet would they ever think that this was the way to go? Like, they probably didn't talk to anybody about it, they probably didn't validate that that was the problem they should be solving.
Pualena 33:10
Yeah, totally. I had this conversation the other day. Yeah, there's like a, or I'm in this group text, and someone sent through a bag that they saw in a store. And they had these two emojis, and no one could figure out if the emojis meant that they liked the bag, or they didn't like the bag, but the bag was super ugly. And so we were kind of like, Oh, tell us more like what?
Talia 33:36
Who designed this?
Pualena 33:17
Yeah. Turns out, the feeling was mutual, 100%, why would anybody go through all of the effort to make like, how did it get through design? How did it get through like, I mean, the people who don't have any influence, right, but production, right, like nobody, I guess in the factory is going to be like, hey, you know, we're getting paid for, but this is ugly. It seems like they didn't ask anybody.
Talia 34:05
Yeah, there's people that should be accountable for that in the organization.
Pualena 34:07
Right? Where’s the QA in this?
Talia 34:13
The classic example I always think of is like parking meters, or like pay to park things that have 16 signs on them that say this windows, okay, but not this window, but this windows, okay, except for in this time, and then you're like, I have no idea if I can park here. Not at this time or anytime today.
Pualena 34:32
Totally and I'm trying to give you my money, but you're making that very difficult.
Talia 34:38
Like, I'm just gonna give up on my plans today. Yeah.
Pualena 34:46
Yeah. Totally, totally. Yeah, it's interesting and I think there's also that kind of mindset of, I want to execute, I want to fail, I want to fail fast. I want to learn from my failures. What do you have to say around that mindset versus like people who are just like, they're just going to put stuff out there and see what sticks, versus the people who have more of a calculated approach to their execution?
Talia 35:14
I mean, you definitely can go to the I'm gonna throw it against the wall and see what sticks way. Like you can, it's gonna be a harder, longer lesson to learn that that's probably not the best way to do things, to add value to, to put your service or offering or product or whatever out in the world. It’s going to be a harder road. And you might get lucky, you know, like, that's truly kind of it, you might get lucky. But you also might not. And you might never make money, and you might never succeed in what you actually set out to do. Or you might do it and nobody cares. And I guess if you're okay with that cool, but like, what's the point? If no one cares, you know? So, yeah, I'd say, yeah, go the opposite way. Validate test, iterate, you know.
Pualena 36:07
Yeah, it feels like a good middle ground between that personality type, and those who are just constantly stuck in like, analysis paralysis, like. They don't want to do anything because of the risk of something failing. So, yeah, this is a beautiful way to say like, don't waste your time putting things out that don't work. And also don't waste your beautiful ideas and not executing them. Because you think they won't, right? It's like, yeah.
Talia 36:40
Yeah. Try and try again. Right? Like that's, that's totally it. There's a delicate balance between the two. Don't get stuck, not doing anything, because you can't make a decision, but also don't make frivolous decisions. You know, that's just a waste of your time, and probably everybody else’s.
Pualena 37:00
Absolutely. Yeah, super cool. Well, I wish that everybody in the whole world had the opportunity to work with you because you are, you make this very tangible, very digestible, you have a really great ability to chunk it down in a way that's easy to learn and understand and to, you know, implement in the spaces that it needs to be implemented in. And I'm curious if somebody's listening to this, and they're like, I think I would like to chat more with Talia about this stuff. Is that something that you offer? How can people learn more about what you do and connect with you?
Talia 37:43
Oh, 100%, I love meeting new people, if only to kind of get to know them and the challenges they're facing and also happy to offer the product consult services, if ever somebody's in need of product help. But yeah, I'm on LinkedIn. Send me an email at talia@theproductconsults.com You can also check out our website, which is theproductconsult.com. And yeah, anytime anybody, I will never turn down a conversation ever, and you never know who you're gonna meet and what connections you know, you're gonna make. So, anybody in everybody I welcome to get in touch if this sounds like something that could be of service to them.
Pualena 38:24
Amazing, and you also, on a personal note, I know you have traveled the world. And I would love to know two things. One, I know this is an impossible question. And I'm not gonna ask you what's your favorite country to visit? Because that is literally like the hardest question to answer. What is a country that you haven't visited, that you're excited to go to?
Talia 38:50
Okay, honestly, up next on our list is Zimbabwe and Botswana.
Pualena 38:54
Oh, my gosh, like, is that happening?
Talia 38:58
We're thinking about it for our trip this year. We did South Africa a few years ago. And it was like an incredible experience. And we've just heard such wonderful things about these other two countries in terms of like, Safari, the landscape, the biology, like, definitely among the top of our list.
Pualena 39:17
Do it. Do it. Do it. We did Botswana last year. My dad my sister. It's awesome. Because they have like camps. We can talk about it more. I will tell you everything. Yeah, but you basically there's like shuttles, but they're airplanes. And so you spend a few days in a camp that has a specific landscape or environment. And then you take this little like airplane shuttle and you go to the next camp and it's a little bit different. Oh my god, it's so cool. It is the coolest.
Talia 39:46
Okay, I'm calling you to get all of your recommendations for Botswana. That's so cool. I saw, I was also creeping on your Instagram and saw you visited Montana. Not all that long ago, a couple of years ago maybe? Glacial Park? Yeah, that’s my home.
Pualena 40:00
Oh my god, it was one of the most beautiful places I've ever been in my life.
Talia 40:08
I grew up there, isn't it? I love it. I mean, not a whole lot of job opportunities to be fair, but it is, it has my heart forever.
Pualena 40:17
Same. I can't I want to go back so badly. I want to go back in the summer because we went in the winter. We went for a wedding. And I'm dying to go back and–
Talia 40:23
Interesting time to do a wedding.
Pualena 40:24
Yeah. So our friends, this is so funny. Like keep listening if you like, our friends family owns. I forgot what the hotel was called. It's like a little rundown hotel next to a railroad track.
Talia 40:40
Oh, in ethics. Is it an ethics and Glacier Park?
Pualena 40:45
Possibly? I'll find it. I'll send it to you. But it was so like, because they owned it. The hotel usually isn't operating at that time. So like, only their friends were staying there for the wedding. So it was really cool. But yeah.
Talia 40:59
How special. Yeah. All right. Well, we can nerd out on Montana and Botswana. Perfect. In our next session.
Pualena 41:07
I love it. Well, Talia, thank you so, so much for sharing all of this, for sharing your knowledge with me. Again, you've changed the way that I operate my business. And I literally sometimes, like use these strategies in my life decisions. So, thank you so much for what you do. And I hope that people who got value out of this will reach out because you're a gem of a human and a wealth of knowledge.
Talia 41:34
No, the feeling's mutual, and honestly, I was saying earlier, it's like for product people you rarely get like real gratification and satisfaction. It's definitely not an instant gratification profession. Usually takes a long time to see that and along the way, everybody's beating you up for all of the other bad things that happened. So, hearing somebody say that, like the information I've provided has been of use in some little way, is just really special and means a whole lot to hear. So, thank you for giving me that opportunity and giving me the opportunity to be on my first podcast. This was like so fun.
Pualena 42:16
You nailed it. Amazing. well, thank you and your info will be in the show notes and we'll chat again soon.
Talia 42:21
Awesome. Thanks, Pua
In this emotionally charged episode, host Pua engages in a profound conversation with guest Keao Love, unraveling the intricacies of her transformative life journey. Keao opens up about her pivotal childhood encounter with a St. Bernard, a moment that shaped her understanding of love, pain, and self-expression. This experience shapes Keao's life, shedding light on her experiences with pet loss, self-healing, and embracing her calling as an animal communicator.
The duo explores the broader implications of Keao's work, delving into topics such as navigating grief, the significance of active listening, and the courage needed to honor one's gifts amidst skepticism. Pua skillfully guides the discussion towards the idea that embracing and expressing our unique gifts can lead to deep healing and fulfillment, not only for ourselves but for those around us and beyond. Keao's insights extend to the transformative power of the Listening Circle, a group grief support for pet loss, emphasizing the importance of creating a simple and accessible space for individuals in anticipatory grief. The episode concludes with practical advice on supporting individuals through grief and the meaningful impact of sessions for healing.
About Keao Love
Keao, pronounced kay-ow, is a remarkable animal communicator endowed with the rare ability to see, hear, and feel energy. Discovering her unique gifts at the age of nine, Keao initially suppressed them but later embraced and trusted her clairvoyant, clairaudient, and clairsentient abilities after years of personal healing. Motivated by a desire to set an example for her daughters, she courageously stepped out of the "connection closet." Keao's journey took a significant turn when she had clear visions of a grey and white mutt named Toby, who became a pivotal companion in her life. Toby's appearances in her dreams led Keao to the Hawaiian Humane Society, where she discovered him just in time, as he was scheduled to be euthanized the following day. Toby has since been a constant presence in Keao's life, supporting her in honing her animal communication gifts.
Keao uses her unique abilities to connect with animals, providing insights into their behaviors, dietary needs, and past history, particularly benefiting rescued animals. Beyond domestic animals, Keao has connected with a diverse range of creatures, from gorillas and orangutans to elephants, whales, and even the beloved panda bear Xiao Liwu. Her remarkable journey has led her to read for celebrities and their pets at prestigious events, make appearances on television, radio, and podcasts, including Freeform's Monica the Medium. Above all, Keao finds immense joy in facilitating deeper connections between humans and their pets, encouraging others to trust their intuition in understanding the profound bond they share. Her work invites people to recognize the sacredness in all sentient beings, nature, and wildlife, fostering gratitude for the interconnected love that binds everything in existence.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Keao Love | Connect with Keao:
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Transcript:
Keao 00:00
And in that space, the gifts, it was really strong that I needed to embody them.t was almost like, you know, stop wasting your time. And then there is a fear of what will people think about me and they're, you know, people very close to me in my life that don't agree with what I do and in our relationships have shifted and that too, in itself is healing. In the sense of being confident and strong in my own knowing of that is their projection and their experience and not mine. And that I know that the work that I'm doing is healing and helpful to humans and animals.
Keao 00:28
Well, there's everybody's been in this space of what do I do with my gifts? What? How can I offer them and a lot of people are coming out of that, that murkiness and for me personally, I have felt such clarity recently. And I feel like December, December 20, just last year, 2023 was, I don't know, it was just it was difficult and everything just kind of slowed down. And then all of a sudden, in the last probably three weeks, it's like, oh, clouds, you know, parted the sun is out. And me personally, I am writing the book that's been inside in my heart. I told my friend the other day that I'm having Braxton Hicks contractions. It's like, we're coming out. And one of my clients is an author, she's her and her writing partner have written I think they're on their seventh book right now. And she has given me such wisdom and advice on the format and where to start and where to begin. And also, there's been so much healing that we all do, I think in a service-based industry, you do a lot of self-healing. So, there's been so much self-healing, and so much of that has been attributed to using the gifts. And this book that I'm writing, The Thread of Toby, it starts with the story of how my whole life, I was told a story about, I have two dog bites on my face. One is from a little dog when I was two, that bit me because I was hugging it too tight. And then this other one under my lip. This was a St. Bernard that bit me and pushed me down. And my whole life I heard he was just telling you to shut up because you're being loud and he didn't like loud noises and you're playing with a balloon and you were being loud and he just. And my whole life, I heard he just pushed you down, took a little snip out of your face to say shut up. So, hearing that my entire life is like okay, don't love too much, don't be too loud, don't speak out. And it wasn't you know, an intentional thing. But as a child, you hear that you hear that then I start repeating that own story to myself. And then any time I, you know, wanted to come out with these gifts or do something out of the norm, like, oh, you know, don't be too loud, don't that like was concrete in my brain of that story. And I tuned into that St. Bernard, five years ago, I was sitting at my vanity Toby's out my feet, and I was getting ready. And I looked in my magnification, mirrored little, you know, like this 100-time magnification. I'm at that stage in my life. Looking at my scar, and there's it's a little U and a little like T and I put my tooth over it. And I realized he never bit me. I bit my own lip when he pushed me down and what I remember from that was, I hear the sound of him. He was like a 90-pound St. Bernard, I hear the sound, I was maybe seven or eight years old. The next thing I know, I'm being pushed to the ground. I hit my head and I see his face over me. And I think I passed out. I don't know. Next thing I know. You know, I'm crying. I'm bleeding. We're at the doctor's office. And it just felt like I remember as a child I just didn't receive what I probably needed to hear at that time. I maybe didn't receive the nurturing I may have needed at that time. And that stays with you and your body in your energetic self, in your physical body and then in the brain. It's like over and over. So, when I had that realization, I was like, Oh my gosh, he didn't bite me. I connected, his name is Prince. I connected with Prince and there was just this deep, deep understanding and awareness that yes, he pushed me down, he could have took my whole face off, you know, bit my own lip. He was he didn't like the sound I was being a child I was in joy. I was making a bunch of noise, he didn't like it. And this is a dog that we only had for a few weeks, my dad brought a full-grown St. Bernard home from the pound from the, like, the Humane Society. We didn't really know his history. Clearly, he doesn't like loud sounds, but it was just it. That story knowing that was so healing. And then for the past five years, I have been unravelling that story that I've heard over and over. He told you to shut up, he was just telling you to shut up. I mean, that's not something a child needs to hear. And then me repeating that story over and over. As I would tell it to other people, and then to myself, Oh my gosh, it's just, I was wound so tight in that and releasing that having that awareness and I had this profound healing, just recently, as I'm writing about this, that I stopped. I was sitting on the floor. And I just, I closed my eyes. And I asked myself, What did my little child need to hear? In that moment? What was she needing? And then I just in meditation, just kind of went back and said all the things to her that she needed to hear and kind of rewriting that story. Moving forward.
Pualena 07:05
Oh, my gosh. That’s beautiful. I didn't know that at all about your scars or anything. Wow. This is so it's such a full-circle moment because the first time I met you was on a podcast, probably seven years ago now. And you had a different kind of coming out moment where you were. This sounds like we are talking about something else but we are not.
Keao 07:37
Not that kind of coming out.
Pualena 07:39
Not that there's anything wrong with that, but not–
Keao 07:41
Not at all.
Pualena 07:42
Let me call it a spiritual coming-out party, we did call it that. It was this like, beautiful moment. And I have to tell you, not only did I listen to that interview, over and over again, because you introduced your pedal process. And that's something that I like listened to and used as a tool. I can't tell you how many times. I also was, and still am so inspired by your story. And when people come to me or if even I'm feeling like, I'm sort of hiding and feeling like I'm playing small than unmasking my gifts, whatever those may be at the time. I think about the courage that you shared in that moment, and that you continue to share. And it sounds like courage that you've kind of found within at many points in your life, to bring your gifts to the world in the face of potential adversity or skepticism or, you know, it can be scary. It can be hard. And all of these people and connections that you've made, and animals and I can't wait for people to hear finally what you do, because we've been very, we haven’t actually said it yet. None of that would have happened, had you not, you know, said this is what I'm here to do. So, thank you for that for inspiring me time and time again via podcast interview. Yeah, can you share a little bit about what you do and also who Toby is?
Keao 09:21
Yeah, so my name is Keao and I am an animal communicator. And I also, I help people through the many different facets of having a beloved animal in their life, including the grief, including end of life, anticipatory grief, ongoing grief, and that too has been inspired by my beloved dog Toby. Toby who came to me in a dream. Gosh, how long has it been now? 20 years ago. He lived to be 18. And yeah it was about 20 years ago, we were living there in Hawaii, he came to me three times in a dream soak. So very clear, with an urgency to come find him. And we just kind of opened up that energy, Okay, time for a dog. I didn't know what I was looking for but he came in so very clear. When I did find him, I found him the day before he was going to be euthanized at the Hawaiian Humane Society. And he's ever since that day, he has been so instrumental in helping me to really embody the gifts, come out with the gifts and trust them. And when I was very first, on one of your podcasts, I was talking about hiding the fact that I can see and that I was, you know, a medium and I can see energy. And I hid that because I was also at that time a wedding photographer.
Pualena 11:06
I forgot about that.
Keao 11:08
Yeah on the islands. Yeah. Because then now people would ask, so did you know what couples we're gonna make it or not?
Pualena 11:16
Did you?
Keao 11:17
Sometimes you can just, you know. But you're in a different mode then. But it was through the move coming back to California, that my everything just stopped for me and crumbled and I was so depressed. I didn't want to leave and in that space, the gifts it was really strong that I needed to embody them, it was almost like, you know, stop wasting your time. And then there is a fear of what will people think about me and they're, you know, people very close to me in my life that don't agree with what I do and in our relationships have shifted and that too, in itself is healing. In the sense of being confident and strong in my own knowing of that is their projection and their experience and not mine. And that I know that the work that I'm doing is healing and helpful to humans and animals.
Pualena 12:28
I think that's something that everybody needs to hear because there is always going to be someone right, just because you don't necessarily have I'm going to preface this with we all have spiritual gifts. But if that's not something that you–
Keao 12:42
We do.
Pualena 12:43
Right? We can dive deep into that. But even if it's just like, you know, my parents wanted me to be a lawyer or a doctor or, but I want to be an artist, I want to have my own business like anything that requires you to follow your gifts and your path in almost direct, like, conflict with what the people closest to you want to see you do. Because they love you maybe because they want to see you succeed, maybe because they're afraid of their own mistakes being recreated. Even though that's not going to happen, right? There are so many reasons why people project their own stuff on you. And it feels like the path of least resistance to just say, Okay, I'll do that. Okay, I'll go to law school. Okay, I'll be an architect and like, you're screaming at yourself inside, you're unhappy. This happens all the time. And so for people to hear that, you know, it's okay to own your gifts, to use them and to be gentle with yourself, right? Because if that's a path that you've been on, and you're like, Oh my God, that's me. I don't know what to do. Have I gone too far? Am I into deep? Do I just have to retire and then do the things that I want? How would you speak to those people? What would you say?
Keao 14:05
What I realized is the people who love you the most and who want you to do, you know the thing that or you know, be the doctor or the lawyer or whatever or not be an animal communicator. It's because you have a role. You play a role in their eyes, in the family, in the dynamics, in the relationship, you play a role and that person is very comfortable with you in that role. When you have your realization of, there's more to me, there's more to this role. There's gifts that I have that I want to offer. You shift and you change and it can make the other people in your life who love you, uncomfortable. And then that can create friction. And that can create, you know, a disconnect. It is their own perception that is making them feel uncomfortable. And most often, yes, it is done out of love, or maybe their own beliefs, their own belief system. And it does, it can be hard sometimes, it really can be hard. I'm speaking from absolute truth and experience. And then that's when you can pause, and you can really, you know, feel into yourself. And is this the right thing to do? My biggest thing right now in my life as I am getting older. Is this bringing me joy? If not, I'm reassessing. Why am I doing this? Why am I here? Why am I staying in this space? I am not in joy, I'm not fulfilled, I am not living my truth.
Pualena 16:00
You're so good about that. Yeah.
Keao 16:02
Thank you. And I do know we absolutely cannot change anyone else. We can only change ourselves. We are responsible solely for the way we respond to those people that might be you know, trying to suppress us, we are solely responsible for that; we are not responsible for other people's actions, only our own.
Pualena 16:33
It's advice that we hear often that can be really easy to give. And when you're like, Yeah, okay, I know, but and you said a beautiful example of like, thinking about and this is a conversation I have a lot and it can be challenging to see it in the not real space yet. Where it's like, think of all the people you can help and you're like, well, am I going to help a lot of people? I don't know yet because I haven't helped them. And, you know, this happens a lot when people are delaying a launch or unsure of what they are going to do or how they should do it, or why they should do it. Or could do it, I should say. And there's always that sort of like if I don't do this, if I delay this any longer then people are suffering because I'm not able to help them with my gifts. It's something I go through all the time. You know, it's like, what's another week, nobody's using it right now, who's really suffering, they don't even know I'm here. Right? But if you think about so since you've launched your program, and what I really want to sort of go back to something that you said, and I don't know if this will take us off track. Because I do this all the time. I have like five things I want to talk about. But really fast. When you say I don't do things that or I want to do things that bring me joy and reassess, often, to make sure that those things are in alignment still, because we change as people, we can change. And what you say to me a lot as we work together is I just want this to be simple. Whatever we want to do, let's make it simple. And you are such a great example of being able to create spaces and programs and offerings and ways to support those who need what you do with simplicity, with ease. We don't need a complex funnel. We don't need 500,000 recordings before we launch, we, you know, we need a Zoom link, we need to wait for people to learn about you and we need a way for them to sign up. The rest can come if we need to. Right? So, I just wanted to acknowledge that from you. And we can talk about that more if you want to. And you know, thinking about your most recent launch with the listening circle, which I'd love for you to share more about. We sort of like massage this idea for months. And I look back now and I think everything happens in the right timing. And the people that you're helping seem to now breathe a sigh of relief because they know that this program exists and that you're there to support them. Knowing that and looking back and thinking had you just you know, said you know what? I don't know, I don't know about this. Let's just scrap it. Right? These people would literally be suffering. So, I don't know. There's no question in there. We can talk about whatever you want to talk about from there.
Keao 19:37
I really appreciate you, the reminder of how beneficial this is, the listening circle and the listening circle is its group grief support for pet loss. That's what the listening circle is. It helped so much to have you by my side, reflecting what I was wanting to convey, contribute and put out there, it helps so much. Because every time I have something like, oh, I want to do this, and it's in my brain, it's in my head, and you just get on the computer, does it look like this? I mean, it's giving me chills right now, because you're so amazing at that. You're like, yeah, I see that and hear it and you refine it, and you put it, you make it a tangible thing for people to actually come to, or else it still be floating around in the ethers. And you're so good at that. And that really helped. You helped me get a lot of clarity on what I wanted this to look like, and feel like. And number one, it had to be simple. I didn't want the whole scroll down to find just sign me up. Scroll down for two minutes to find the join here button. So, that's been really, really helpful. And yes, I am hearing from the participants in the listening circle, that this is very beneficial because not only are we receiving group support around pet loss for the humans, but their pets are joining us in the circle, the pets who have crossed over the pets in the present. And it's so precious, it is so sweet. Because they're in the circle with us. So, it's very healing. And well, we just really ride those waves because we hold space for someone who’s having a rough time that week, or we're laughing because something happened, you know, and it's very, very intimate right now, it's very small. I really wanted to focus on anticipatory grief, because it's a really hard space to be in. And then I really wanted to also be there for the people who are in ongoing grief support. What I've learned since these circles have been opened in August of 2023, what I've learned is, it was beneficial to combine the circles to have one space so they can all hear from each other and support each other. And that's been pretty effective.
Pualena 22:39
That's beautiful.
Keao 22:41
I just need to say what I've also learned is it's okay to be vulnerable in the space. What I've also learned is everybody across the board, my clients, vets, rescues, veterinarians, everybody's like, Oh, we need this, this is great. But nobody wants to be seen as so vulnerable in a group setting, because pet loss is heartbreaking. And you will cry, which is very good and very healthy. People would rather book a one-on-one session and have that which is perfectly fine. I love that. It's an honor. But that's what I learned. It's like it's there for you. But people would rather have an have a one-on-one session.
Pualena 23:36
Yeah, I get that. I mean, I kind of felt the same before. So, I got to join the first one. And I just expected to just be tech support, like, give me a zoom and just help where I can. I wasn't expecting pet loss. My pets that had passed, passed years ago. Like I didn't necessarily. It's not that I didn't think I would get anything out of it. But I just you know, I was I was there as tech support. And I got to enjoy and I see that like you're enjoying people's grief. But it was really a beautiful enjoyable space where people did share. And I was like, this has to be something that you sort of experience to believe. Because even for me, I was like I don't want to talk about grief in front of people. I don't want to cry in front of people. And I was sort of glad to just have this background role. And what I realized was part of the healing process that you provide, you are a conduit, you are a connector for sure and you facilitate the sessions. And there's another layer of healing that comes from listening to other people's stories and listening to you connecting with other people's animals. And you can think about you know, what you might relate with or you start to come up with questions that you didn't think you had or just realizations. And what's the most impact or at least for me, what was the most impactful was I think there's a lot of guilt that surrounds the space of pet grief because they can't communicate with us in the way that we communicate with each other. And so we're often like, were they okay? Did they were they in pain? Did I do everything I could? Or you can almost create stories for yourself, that may not be true, right? Just like the dog bite, like, did I do this? Is this my fault? Right. And so, yeah, it's just from top to bottom, it is just the most wonderful offering and thank you for having the courage to put it out into the world.
Keao 25:47
Yes, I was going through it myself with Toby and it was so hard, it was so hard because everybody even my veterinarian looked to me for the when, you know, he posed the question, how long are you going to let your friend suffer? I know.
Pualena 26:11
Ouch. Like, excuse me, bedside manner training, please.
Keao 26:20
And then I had to be the one to get the whole family on board. There is a lot of guilt that comes with end of life. I do not have, I have I have zero guilt around Toby's passing. I have guilt around, you know, like, sometimes of frustration, you know, because it, he had dementia, and he was blind and he was deaf. And, you know, sometimes just like, Okay, where do we need to be? No, you know, but just really, you know, loved him up, of course, and he was in kidney failure, heart failure, could barely walk and I knew, it's just, it was a, it was a really hard choice, I knew he wasn't going to go on his own. And that's, it was a very, that is one of the deepest acts of love you can do for your pet, is to help them cross over. And over and over. I mean, hundreds of sessions I've done, the animal, lets the human know, I except when we make this decision together, I receive the help in helping me. I receive that help. And the number one question I get asked after they cross is, are they okay? And I always pause to wait for the answer from the animal because there isn't a blanket answer for this. It's a yes, it's an absolute yes. But I wait to see what the animal, you know, is going to say it's, and they have different feelings that they project upon me because I do connect with animals who have crossed over as well. And it's always a yes, and I'm at peace and I'm no longer, you know, feeling the pain or I'm no longer you know, having ongoing seizures or I'm not, you know, whatever it is, whatever it may be, but you're absolutely right, so many people do experience that guilt. That is something we can unravel too.
Pualena 28:28
Definitely. Yeah, and the way that you facilitate the connections is really interesting to me too. I think before somebody does a session with you or experiences your gifts, I mean, you have a great Instagram and you do post little clips, which I encourage everybody to go find you on Instagram @love2connect. We'll put that in the show notes, you also posted about the Grammys, Oscars, both?
Keao 28:56
Yes, both.
Pualena 29:01
Super cool. We can talk about that. Well, one thing that I just, I don't know the way that you because there's a lot of like I think innocent skepticism is what I'll say, right, people are just like how does it work? I don't understand, I don't have that ability. You might, but we don't let ourselves use it, right? Juicy. We’ll talk about that. You'll say things like I'm seeing a visor like a car visor like the one that blocks the sun when you're driving, what? And a woman was like, oh my god, I put a little or do you remember this? There was someone that she put like a little crane or something in there? To represent her dog. There was something I was like how the heck there's no way like it's and it's not like you're like the dog is saying hello and how are you. It's, I didn't know what to expect, either. And I was like, oh, okay, I get it. It's almost like there's little breadcrumbs and clues. And so yeah, let's talk about that and sort of what that experience is like as a connector and let’s talk about people muting their own gifts.
Keao 30:19
Oh, yes. So, the process and how I connect, I want to say, in talking this through with you, and talking about going back to the beginning of, you know, oh I can see, I've always been this way, you know, I'm weird, I'm different. I thought everybody saw the way I did, when I realized they didn’t as a little girl, like, oop, shut it down. It wasn't talked about, it wasn’t cultivated. Nothing like that, then, you know, it was, hey, you get the validation or the confirmation from other people of yes, that is correct. That's confidence. There's a sense of really building up your confidence to and then trust of what you're receiving, the messages. Through my coming out as a medium, seer, or whatever, animal communicator. That process, going through that whole process of building up that muscle of seeing, it is like a muscle, then owning it, hone and own I think I said last time. Hone your gifts and own your gifts. Honing it and owning it that you start feeling that in the body. Then I created the pedal process for people. I read for people first and I would read through their energy, through their chakras, I could see timelines. I could, you know, kind of remote see energy in the home and I could feel you know, what was going on with them. I wasn't like psychically predicting things, it wasn't like that. I was seeing their energy, seeing blocked energy. Then through that, so through all the gifts, and through all of my journey of what do I call myself now? And who am I? What am I doing the animals were always there, like, Hey, I've got a message for my human. And I would very nonchalantly acknowledge that, for years, until somebody amongst my peers asked who the animal communicator was in the group. And everybody pointed to me, and it was like, Oh, it just came so natural for me. And then once I thought, Oh, I really, really want to dedicate my gifts to the animals, and for the animals. And when that happened, it was like, boom, boom, boom, everything went into alignment. And it was effortless. And I reached out to you, okay, we need to revamp this website. This is what we're doing now. But it was everything you do, I call it layered learning. Every workshop, every retreat, every class you take, every experience you have is layered learning to get you to the space, you know, where maybe you're meant to be or you're aligned to be or you are in your pure joy. Layered learning, you have to go through all of those experiences to get to where you're at. And so I never set out to learn animal communication, it came very natural. And then I chose not to learn from another animal communicator, because I wanted my own process. And it's very unique. And I know, I mean, there are many different ways to connect. For me, I start connecting through their name, if it's a domestic animal. I ask for the name of the animal. Names carry a vibration. Through that is how we get permission from the animal. Then they use all of my physical senses. I feel what they're feeling, emotional and physical. Then I see whatever they're showing, the detail of you know, whether it's leaving a little train in the visor as momento for their beloved that's passed over. Or it's you know, in the present, seeing, I don't know whatever they need to see about behavior issues, then going down their timeline. It's fascinating to me how the animals understand time, they will use years, they will tell us how old they are. They will help us understand, Oh, I don't like getting in the car because when I was four years old, you got into a car accident. They showed, yeah, they will bring us down a timeline and then seeing I just forgetting the word for it. Claire, just forgetting the word because I'm actually seeing. Clairvoyant. There's clairvoyant where you actually see. And then I also hear, and then I also can taste, smell, all of it, they use all of my senses, all of my senses. Every person, every human also has these abilities, we do. If we go all the way back into our humaneness and our evolution, this is how human beings used to communicate, there is a remembrance of, we used to communicate telepathically through a knowing, through vision, through feeling with nature, with the animals, with the trees, with the elements. This is how it was way back when. We can now to this day present in 2024, we can explain how this works. There's actual space in the brain, the right side of the brain, I can never remember what it's called. That is the receptor for telepathic communication. We are also all pure energy, we are pure energy, and so are the animals, the animals are high vibe, energy. So yes, you have to kind of match that should be able to have this arc of and be a conduit of connection with them. And it just, when we're able to help the humans understand, there's, this is a way of communication, and you are also doing this, it's just a matter of taking the time to have that connection. If you want to explore it more and go deeper into it, you must create the time to do so. And then take the classes, take the courses, I do have a meditation on my website that people can do and I'm starting to really teach that and that's going to be another circle soon. Because people are asking they want that. But yeah, that's that's how I do it. I love bringing people in here with me and I love during a session when I get to confirm for them, you're already talking to your animals, you're already hearing them whether they're in the present or they've crossed over. It’s all energy.
Pualena 37:37
So awesome. So, we really all just need to hone in on our own gifts. Unless we don't want to. Because is that another thing? Right? Like, do you think people don't? Because they're scared?
Keao 37:51
100%, yes. That's the thing is the fear. Fear prevents us from honing and owning. Oh my gosh, fear makes it murky. There's fear of some people are like, Oh, I don't you want to know what my animals thinking. I don't even want to know what they think of me.
Pualena 38:09
It's like, you'll filter it for them. So, they don't have to hear it from literally the horse's mouth.
Keao 38:15
I take pride in my delivery. Let me just say that. I take pride in my human communication. I do. I take pride in the fact that the message is being delivered and received. But there's fear, yes. Because, again, Pua, we've been told for so long that, Oh, that's weird, or this isn't normal, or you can’t do that. But it's like, what we're wired to do this. And especially in this day and age, where we have so many other tools that we are connecting through right now that can that there are so many tools that can enhance our lives. Absolutely. AI, all the things We love it, they can enhance our lives. However, let us not remember our own innate gifts and wisdom and our ability for the connection.
Pualena 39:20
Yeah, I think this is a very timely message. Right? Yeah. Like for humanity.
Keao 39:30
I get so fired up because, you know, nobody wants to be, Oh, you know, I can't, I don't agree with you and I can't talk to you anymore and I can't, nobody wants that. It's just like hey, I'm, I'm okay. Join me here. You know, that's my biggest message is there's a remembrance of we're all capable of doing this. And your animals will love it.
Pualena 40:05
There's this imagery in my mind of tree rings. And when you were talking about layered learning and sort of this remembrance of who you are as a tree, the older you get, the more rings you have, which matures you right, there's the old trees with all that bark and all that they're just so much character, the young like thin, Twig, little sprouts that have no rings yet. Those don't go away over time, like the rings that are in the center are still there. It's still, we haven't lost that in us. We just haven't looked at it recently.
Keao 40:52
That's so beautiful circles. And of course, as you're talking, I am seeing the rings. And I'm seeing where there was drought one year, and I see.
Pualena 41:02
It's imprinted in us.
Keao 41:00
I see. Yeah, yes. That's a beautiful metaphor. I love that.
Pualena 41:07
I feel like you came up with that. I just was talking to someone and she was like, I don't remember that. She was telling me about her gifts, very similar to you, and that she had always just kind of been called on to do like funeral services. And you know, house blessing or something weird is going on in my house, can you come do a blessing and someone in the family would be like, oh, can you call her like, there was no reason why they should be calling her she wasn't known for it. It wasn't her job. But for some reason, she kept being called. And I was like, I think it's the people who passed that are calling you and they're like telling their family members to call you. I know that sounds crazy. And she goes no, not at all. And like she was how did you figure that out? And was like, I don't know, I think part of what I do well is like, I'm a mirror. And you know, when you were talking earlier, and people have said this before, like, oh my god, you pulled about what was in my mind, and you put it on the website? And it's like, I couldn't necessarily describe it exactly. It's what I envisioned. And I will tell you, not everybody has that experience with me. I have had clients who were like, Oh, I don't know, not at all, not even close. And the difference is, I take total responsibility for not nailing it as often as I do. And also, most times in that situation, the client actually has a lack of clarity of who they are, who their audiences are, what they do. And so it's very difficult to create clarity out of thin air. You are very clear, you have this beautiful clarity of who you are, in this moment. And that can change, right? And so that's part of the reflection and the creation that I do. And it's not that you have clarity around your exact design, but you have clarity around the energetic role that you play in the world. I experienced that, where I was like, I hired somebody to do something, I wasn't clear, it came back and I was like, you don't get me at all. They were like, well, actually, you don't get you yet, so come back to us when you figure that out. So, I don't know, again, not a question. I do that a lot.
Keao 43:47
Not a question, but that's in conversation. Yes. And that acknowledgment of, I feel like the acknowledgement of you helping people get clear, because I remember when you have worked with me for throughout these seven years in my evolution of showing, you know, the world, okay, this is what we're doing. Okay, this is what we're doing now. Okay, no, here it is. That’s how it’s been, but that's what I'm talking about, like you say the tree rings and the layered learning. I use everything that I've learned and gone through today. It all comes together in a session and it's so beautiful. And even though if you're not clear right now, on exactly what you're doing. Immerse yourself in the learning. Immerse yourself, take a course. Do something different. I'm telling you when you do something out of the norm, that's when you get the clarity like, either, Oh, I love this, or this is not what I'm wanting at all. So, often we sign up for classes, and we think we're signing up for one thing, and we're getting a completely different experience, that happens so often.
Pualena 45:21
Yeah, sell them what they want, give them what they need phenomenon. Right? Like for you, I think people are looking for support and answers, and just how do I stop feeling this way? And, you know, it's sort of that like, I'm in this intense pain, and I just need support. I need somebody who understands, and what they may not know, that they're gonna get from you is this beautiful community of support and learning from other people, as much as learning from you. I think people want you, they want Keao, they want to, you know, they're gonna book a session with you. And they're like, I hear this listening circle is good. I'm a little scared, I don't want to cry in front of the group, I'm just going to listen, I'm not going to talk. And I hope that Keao and I can connect. That's like, before the session, everybody's thoughts. And what they don't realize is the community is such a beautiful part of that experience. And you just wouldn't, I would never have expected to get so much. I just went to one session and it was one of the most incredible live sessions I've ever experienced in my life. So, if anybody's listening to this, and you feel like you or a loved one, or anybody, you know, might benefit from a listening circle or a session with you, how can people get in touch with you?
Keao 46:52
They can go to my website, www.connectwithkeao.com and click on the listening circle, if you are in support of pet loss, and need that grief support. We do carry guilt and these strong emotions around our pet loss because so often people think that it's not so widely accepted and that people don't understand them.
Pualena 47:21
The Oh, it's just a dog. Why are you sad?
Keao 47:23
Yep, I hear that all the time.
Pualena 47:24
Oh, my gosh.
Keao 47:26
I hear that all the time. So, this community Oh, no, you know, this is your beloved and your family member. So yeah. Also, when our grief is witnessed, that's when it's the most healing. When somebody else sees and acknowledges your pain. Ah, that is so healing. That is so healing. If you do not want that, and you want the one-on-one sessions, you can click on the sessions page, and I'd be so honored to be with you and in a one-on-one session as well. Walk you through and connect with all the beloveds.
Pualena 48:14
Amazing, and you also have gifts. I find this to be like the most epic gift ever, like if so, I actually had another client who came on a call with me and just like, more or less broke down out of the blue, what seemed very out of the blue, and I was like, what's happening? And he was like, my cat like we adopted this cat and I don't, he wasn't, I didn't expect to have this connection with him. And I just, I can't get through losing him. It's been a couple of weeks, and I just don't know why. And I was like say no more. I know exactly who to connect you with. And I gifted him a session and I just sometimes we don't know what to do when somebody expresses their feelings to you and their grief. And you're such a wonderful space of support where I think you and I talked about creating resources of like, what, how to support somebody going through grief and what to say and what to not say and like that to me, I think it's useful. We should do that. I forgot about that.
Keao 49:24
That's been sitting idle. It's there. It's there. We need another pullout session, a Pua pullout session. Puaout, out of my brain.
Pualena 49:37
Oh my gosh. Like, honestly, I think even for human loss. Like there are things that you can it's hard, right? I don't know what to say. I want to be there for you. I really don't know how to support you. And that's an awkward space to be as a friend or a family member. So yeah, let’s do it.
Keao 50:01
Right, let's do that. In the meantime, the biggest thing you can do to support someone who is experiencing pet loss is to listen. Ask the question, I see you're hurting, is there anything I can do to support you? I'm here just to listen. You can send a text, I know you're hurting right now, you may not want to talk about this. You don't need to respond. Please just know I'm thinking about you. It's as simple as that. It's as simple as that. They may be in such grief. You know, they may not have dinner, send them send them a gift certificate for food. Bring them food, no need to respond. Just know I'm thinking about you. Please, take yourself as well. Yeah, like, yeah, it's very simple.
Pualena 50:51
There, I think, at least for me, I always go to the call if you need anything, or you know, it's a genuine offer. I'm here, if you need anything, reach out if you need anything. And I hear people often will say like, I'm not gonna reach out, even though I need it. And I had a friend actually her father passed away. And she was like, I thank you, I have a hard time asking for help. And she only said it because we're like, very, very close. But I think a lot of us have a hard time asking for help. I just told someone that this morning. So yeah, that's really good advice.
Keao 51:31
Absolutely, it is. So, when you're in grief, you don't want to think about other things. A simple task can be overwhelming. And so if you just take it upon yourself to send that text, no need to respond. I'm thinking about you. I sent you, you know, I emailed you a link to get dinner. Or you know, if you're nearby, I dropped off some food for you. Little things like that go a long way and then letting the person know that you are there. I'm here. Anytime.
Pualena 52:16
That's so beautiful. Yeah, thank you. That's such a great tool. And just, yeah, it's genuine. It's a beautiful way to help and it doesn't pressure them to say like, text me when you need help. Because you're like, I know what I need. I'm not going to do it. But you know, yeah.
Keao 52:37
And there are so many wonderful gifts that you can also send to somebody who is grieving. Aloha, Geralyn Camarillo, who has Aloha Rosaleis, she makes these wonderful pet talismans, they're just so beautiful. And that would be a wonderful gift to send. I had a dear friend send me a different crystals that support different aspects of grief. And it was so beautiful. The same dear friend brought five different kinds of Kleenex boxes, and tissue boxes just didn't know what kind you liked, so here are 5 boxes of tissue paper, it was so sweet. And what a lot of people do is they go to my website, and they go to the gifting part of the sessions, and they will gift a session to the grieving friend, or loved one.
Pualena 53:34
Amazing. We'll link that in the show notes. If any of this resonates and oh my gosh, I just love you. Thank you so much.
Keao 53:40
Oh, love you Pua.
Pualena 53:42
This is amazing.
Keao 53:47
If it weren't for you, I would still be just kind of floating around and telling people from my rooftop about this. Thank you because I also delayed the, you know, I had this idea. Here it is, you saw it and then I sat on it and you would check in with me. Are you ready to launch it? No, not ready and then I think at what point, is this dumb?
Pualena 54:16
I was like it's not dumb. But it's done with an N. And so all you have to do is tell people about it.
Keao 54:25
I know it's like what, how do I, I mean I dragged my feet on it because it was another reminder. Don't speak up. Don't be too loud. It was another reminder. And so you set a date. Okay, we're doing it on this date. And we actually did it on Toby's birthday, which was September 1st, we launched it. Yeah. So thank you Pua. Thank you for giving this sacred space a place to land.
Pualena 54:56
Thank you. You do beautiful work in the world. It's an honor to work with you. And thank you for sharing time today.
Keao 55:00
Yay, Thank you.
Join Pualena in an engaging conversation with Cassie Castillo, a licensed clinical social worker and mindset coach, as they explore the intersection of therapy and coaching. Cassie's expertise shines as she shares her journey of seamlessly blending clinical practice at Whole Hawaii Counseling with her passion for mindset coaching. The episode delves into empowering working women against burnout, unveiling Cassie's innovative journaling approach—a dynamic space for self-reflection. Gain valuable insights on navigating burnout, the transformative power of mindset coaching, and Cassie's unique journaling practice.
The conversation extends to the internal struggles professionals face, emphasizing the balance between self-diagnosis and external support. Cassie envisions a comprehensive well-being service, including group coaching and retreats, underscoring the importance of community in overcoming burnout and fostering personal growth. This episode is a holistic exploration of therapeutic and coaching approaches, offering actionable insights for listeners.
About Cassie Castillo
Cassandra, or Cassie, is a compassionate and dedicated professional in the field of mental health. She holds a Bachelor's degree in Psychology and a Master's in Social Work from the University of Hawaii at Mānoa. As a Licensed Clinical Social Worker (LCSW) in the state of Hawaii, Cassie specializes in working with adults and couples, with a profound commitment to fostering healing through love and empathy.
Adopting a person-centred approach, Cassie places individuals at the core of their therapeutic journey. Her practice incorporates a strengths-based perspective, encouraging clients to recognize and leverage their innate strengths to enhance overall well-being. Hailing from Hawaii, Cassie wholeheartedly embraces the "aloha spirit," infusing it into her counseling relationships to create an atmosphere where clients feel heard, validated, and empowered. Cassie's mission is to guide individuals in their growth towards becoming their whole selves, promoting self-discovery and personal empowerment.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Cassie Castillo | WHOLE Hawaii: Counseling and Services:
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Transcript
Cassie 00:00
A lot of the time we can be in our own head and feel like we're all alone. And so being able to, I like the community aspect, too, is to know that, okay, I'm not the only one that's feeling this way. And there's 10 other people that are feeling exactly how I'm feeling.
Pualena 00:22
Okay, what's your name?
Cassie 00:24
Cassie.
Pualena 00:25
What's your business?
Cassie 00:25
Whole Hawaii Counseling and Services.
Pualena 00:28
Who do you serve?
Cassie 00:30
I serve all people of Hawaii. All, 18 and over, I serve you.
Pualena 00:40
What services do you offer?
Cassie 00:42
I offer counseling and side coaching, mindset coaching.
Pualena 00:48
Amazing. That was cool. Okay, I'm gonna do that. I'm gonna think of good questions. Cause those were predictable. I want to talk about your side and your full-time gig. I love that you do both. Do you have like, because you know, some people are like, I hate my job, so I started a side business because I want it to become a full business. For you, it seems more integrated than that. Walk me through that.
Cassie 01:19
Yeah. So, the main thing is, or what I got my degree in is licensed clinical social worker. And the idea was always to be able to start my own practice. And so that's kind of where that Whole Hawaii Counseling comes in, is it's actually under my clinical licensure, it's me building up, you know, clients that way, like through insurances. But my passion project, what I really like to call it, is my side thing. So, my mindset coaching. And the idea for that is, for me to be able to service more, so tailored more towards working businesswomen and helping them through burnout. Because I think like, all of us are experiencing burnout, especially with women where we feel like we have to wear so many different hats. And so like helping them understand like, okay, burnout doesn't need to, you don't need to have that factor in there to be successful. And my idea really, is to be able to have these like mental wellness, coaching weekend things where I bring on different providers. So, it could be somebody who's maybe doing yoga or somebody who's doing sound baths, someone who is talking about nutrition. And it's not even necessarily just like me talking about coaching and all of these, like different mental wellness strategies, but bringing in also other people to let them know, like, okay, there's so many different avenues that you can take to make sure that you don't get to this point of burnout. And so that you're also making sure that you're servicing your people at the best that you can, and you're creating these connections at the best of your ability.
Pualena 03:24
Dang. So, I totally now see how they work together. Because it was I wasn't sure exactly, you know, where your full-time career sort of that like clinical practice where that line was, and where your coaching started. Super epic ideas and amazing way to serve literally everybody in the state. I love the idea of addressing burnout. I just listened to a podcast episode. I'll send this to you after. And the woman spoke about the 2024 signs of burnout, which are different from signs of burnout in the past. And the way that it, she called it the canary in the coal mine. And it's sort of like your body's signs that you are experiencing burnout. What are your thoughts around that? Like, how do we know that we're burned out when we're just sort of like, this is just my life? Like, there's no other way for all this stuff to get done? Like, you can't help me. This is just how I have to live.
Cassie 04:35
Yeah. And I think that's the biggest thing, right? It's like feeling like you have to live this way. Right? Okay. Like, I just have to grind I just have to hustle. Like it doesn't have to be that way. And I think we're starting to shift as a culture a little more into understanding that it doesn't have to be this hustle culture, right? Like we don't have to wake up and 24/7 be doing something in order to feel like we are being productive. But I still think that there's like this, this underlying tone of like, okay, if we're not doing something, then we must not be utilizing ourselves to the best of our ability. And like, that's something I try to tell. Even my clients I've tried to tell myself too right, is rest is just as important as whatever productive things you need to do in the day. And so like listening to your body, one of the biggest things I noticed when I started to experience burnout is I isolate myself from everybody. And I'm just like, go, go, go, go, go. And that's when I noticed like, Okay, I need to take a step back, reevaluate, like what am I doing? If I noticed that like, my everyday, mental health, like coping things like my journaling, I stopped doing. If I noticed, like, I stopped working out or, yeah, I stopped, like reaching out to my family and my friends, then that those are like, my big telltale signs, like, Okay, you're like, on the precipice of a big burnout, you know, meltdown happening. So, I think it's just being able to recognize in your body, like, what is it that you notice your every day, things are starting to lack? And how do you start to get back into that routine, so that you don't get to that point of like, burning out?
Pualena 06:26
Hmm, interesting. I wonder what mine would be. When I think about that. There's this like, overwhelming feeling of guilt, like, if I know I'm going to start to become overwhelmed. And I hear you, I should be resting and practicing self-care and journaling and making sure I'm getting my workouts in and just having like, quiet, empty space. And yet, in that space, I sit there and I'm like, Oh, my God, I could be doing this. I could be, I should be doing that. Bla bla bla bla. How do you? How would I even start to alleviate those feelings of guilt? And like, I'm just not doing enough?
Cassie 07:06
Yeah. I mean, that's a big one, I think for all of us, right? It's like feeling guilty. And I think like, you and I are very similar in the sense that we like to spread ourselves very thin and say yes to everybody. Right? It's just like, in our personality, it's just like, okay, sure, I'm gonna do it. Because I love you, I want to show that I care. And so I'm gonna say yes to all of these different things. But something I like to do, or something I've started to do is actually build out in my schedule is like, that quiet time that break time. And even if it's only like, 15 minutes, where throughout the day, you're having a time to just like not even scroll, not even think about like, okay, during this 15 minutes, I'm gonna write down my other to-do lists. And it's literally just like, time for yourself. And so I think like, trying to build it into our schedule is one way for it to start naturally. Being able to listen to your body and know like, Okay, this is what I need to do for myself.
Pualena 08:11
I like that it almost aligns with that hustle culture, hustle kind of mentality, or that tendency that we have. If it's scheduled, I have to do it. And it's just another part of my hustling day. And then surprise, you get some you time. Yeah, the issues run deep. Holy moly. I can't help but want to also bring this up. Because you did mention journaling. And I would love, so anybody that's just listening to this, I'm holding up a journal that Cassie created. And it's phenomenal. I could talk about it forever. And I'd love to just have you walk me through it. And, you know, what was your process around creating this? And this question came up, and I almost didn't ask it, but I think I'm going to. So, spoiler alert, I'm going to give people a little like, insight. This has no dates. And there's structure but not. It's also kind of open-ended. And it really is an interesting approach to helping people who feel like they have to do something every day. So, like you said, block out time in your calendar, like make sure you’re journaling and I was like, Oh, if the journaling becomes a thing that I have to do, am I still going to enjoy it? And I had all those thoughts. So, anyway, that was like not a real question. I just gave you a bunch of random things that came out of my mouth. So, let's talk about the journal.
Cassie 09:47
Yeah. Which I think is very much my thinking when I started to even cultivate okay, what was it that I wanted in a journal in my like, most ideal, perfect one? And what I realized is the same thing is like, when I was going to therapy, or I still go to therapy, but when like my therapist was like, okay, like Yeah, journal, and also learning about it in school, I was like, journaling, like, every single journal has like January 1st, 2020, for January second. And I'm like, I don't want to do this, or it's like, it has certain prompts. And it's like, every single day, you have to write your day, which I'm not saying those aren't good journals at all. Because if that works for you, then great, but for me, it felt like another thing like, Okay, I have to do this. If I don't, then I must be bad, quote-unquote bad or I must be, you know, off track. And also, it just felt like you said, another thing that I just needed to check off the box instead of doing it for something for me. And then, on the flip side of that, right, like, having something so structured on the other end, is having something where it's so open-ended. And I was like, wow, this is pretty daunting. Like, you tell me to journal and I just buy a notebook. And there's just open space, like, what the heck am I supposed to even write about? And so I actually was like, Okay, I need a little bit of both, I don't like to have it, where there's any dates in it. So, that's why I was like, I need it to be an open-date concept. And also the structure where it's like your top three, and that is very open to your own interpretation. So, my interpretation of my top three is like, I journal at the end of the night. So, it's like, what are the top three things that I am proud of myself that I have accomplished? Other people might take it as a clear whatever the top three things that I want to focus on the day or the top three people that have impacted me today. Right? So, it's very open to like, Okay, what is it that you want your focus of the day, for me, I like to use like, little affirmation cards as well. So, just bringing in a different tool for me to like, focus on this, like, quote that I use. And then also, there's like, gratitude in there. And also like, your little affirmations, which I always found, gratitude practices, something that really helps. Just to, naturally as people, we're very negative, and we like to look at like, Okay, how is everything going wrong? And I think starting your journal practice and looking at, okay, what are the things that actually went right for me today, can help to start to change how you even look at your day-to-day life.
Pualena 12:46
I love it, I actually didn't realize, like, my three could be anything other than what I used it for. Which, like, I was the kind of person, I journal in the morning, sometimes, but not always. And I love that that's okay. And it was like, what are the top three things I'm going to? Essentially it was like my checklist, like, what are the three things I'm going to do today, and that was big for me because I typically will have a checklist of like, 10 to 20 things in one day. And then I get very overwhelmed. And then I have this overwhelming feeling of failure at the end of the day because it's not possible to check all of those off. And when I was able, or almost, I'm gonna say forced, forced myself to just identify three, like, the rest. If they're done tomorrow, then I'm still winning. And that was a big shift for me. But I also love the idea of alternating between all the things you said, maybe it's three people today, maybe it's three, you know, things that I accomplished that I'm proud of on Friday, or, you know, whatever that looks like. So, that's awesome. You also have two questions or prompts that they've been monumental in shifting the way that I live my life and craft my business. And it's what energized me and what drained me. And being able to identify those on a day-to-day basis, not day-to-day. But you know, as often as I'm able and excited to do this. It helps me to identify things that I want to do more of and that I must let go of. And those two things. And the awareness around those has like really changed a lot for me. So, thanks.
Cassie 14:28
So, I'm glad. I'm glad that you have been utilizing it. And it's helped you. And yeah, and I think I don't know if I also mentioned but there's also open space in it. So, it's not only prompts, there's space where it's open, and I also strategically did it where it was dotted on the line or on the pages instead of lined just because I also realized that not everybody is the type of person who likes to write and so maybe if you're a journaling practice is a drawing or coloring or something where it doesn't have to feel like it's so formatted and you need to fit into this box. That's kind of why I did it dotted.
Pualena 15:13
You're so epic like you are so thoughtful about all of this. And it's funny because I do draw in here, but I didn't realize that I'm probably drawing because there are dots instead of lines. It just, it felt like that day. Or sometimes it'll be like little doodles and a quote, or like, it's so open to whatever helps you that day. And that's what I'm realizing, too is like, I can use this in so many different ways, depending on what I need in that moment. And that's kind of how we should be treating ourselves. Right, like, whatever you need in that moment is okay. And to just honor that. So, thank you. You're amazing. The journal is amazing. How do people get it?
Cassie 15:57
Thank you. It's on Amazon. And I think if you actually, Google my, or Amazon search, my name, my full name, my real name, then it's better. So, Cassandra Costillo, and then it'll pop up as the journal. And then I don't know, you can probably put it in the show notes or something else. I’ll send you the link to it and stuff.
Pualena 16:20
Awesome. Yeah, I definitely will put them in the show notes. Highly recommended if journaling has been a thing that you want to do but you feel like you're the kind of person that can't break the chain. And when you do, you have to throw the whole journal away. And it has two entries in it. I’ve done that so many times. I actually just have them and I'll throw them away. They're just here empty.
Cassie 16:43
Me too. And I literally, I think it actually helped me expand my journaling practice the way that I've started this journaling, because now I have multiple journals for other things like, Okay, what is my business journal going to be? Or what are my journals on the books that I've been reading and stuff? And so helping me expand in that way. But you're right, like, before that, I would start it and if it would feel like, oh, okay, well, I didn't do it for a week, then I'd be like, well, guess I gotta toss it. Guess I gotta start all over.
Pualena 17:16
Yeah, I love it. Something that I realized, you said it helped you expand your journaling. And even just this practice of quiet reflection, weaving that into your day. This allows you to kind of start small. Because you don't even have to fill up the whole page at the same time. And I've noticed that you know, the first time I sat down the first time and I was like, all in, I had my drinks, I had my like, my space, and I did the whole four pages and was like, that was great. I'm going to do that again tomorrow. And then I did half a page the next day. And I realized that even that was beneficial. And then I may have skipped the prompts the next day and just done like a free journal on the empty page. And allowing yourself the space to do that, in small chunks, imperfectly, actually helped to build the habit a lot stronger than forcing yourself to complete something like that every single day.
Cassie18:21
Yeah, like, I get that, you’re right. Because I think that's very, like you said, like, this is how we should be treating our overall life, right? And like, showing up for yourself messy, showing up for yourself even when you don't want to, showing up for yourself, like, even when you only can give 10%, I think that is the idea behind everything, right? It's like just showing up even when you feel like you don't want to. I mean, and in all honesty and all transparency, I was like, just came back from a trip. Do I really want to do this, do I really want to see my clients? And I was like, no, like, just show up, you'll feel better doing it after you do it. And I'm glad I did. Like, I'm glad that I didn't reschedule also, I'm glad that it was just like, Okay, you need to this is a commitment that you set for yourself also, right? And like, that is something that I'm learning is the more that you start committing to what you're saying or the actions that you want to put out, you start to feel better, too.
Pualena 19:27
Let's talk about that. Because I think there's different schools of thought, or I guess we go about life differently depending on how we view obligations, and if it's like, right? I need to do this because I probably should. Versus I know that this is something that lights me up and in the moment I'm not feeling myself or I'm tired. I'm curious like so when we think about burnout as a whole. Sometimes we are living in this like, default state of like, I should be doing this, I should be doing that. I don't want to let people down. I don't want people to look at me like I'm a failure. And so there's that school of thought where it's like, hold on, it's okay to breathe and rest, it's okay to reschedule, it's okay to cancel, it's okay to take care of yourself first. And it sounds like there's a way to differentiate between the things that we feel obligated to do, that we can release without guilt, versus the things that we've committed to because they're exciting for us, they're fun, they light us up, and there may just be some resistance, how do we assess that difference? And move forward with creating that sort of better quality of life for ourselves?
Cassie 20:48
Yeah, that's a really good question. Something I'm still trying to navigate. But I think one of the big things that has helped me decide like, Okay, is it true? Like, is it resistance? Or is it just something that I'm not passionate about? Right? Well, first is like, is it something that you're passionate about? And if you're doing things, and I know, some of us, we have to do things, because we have to, but if it's at the end of the day, like, if it's not something that you're passionate about, that lights you up, then it's like, okay, why are you giving any more energy than you need to? Because you really don't, right? And it's like, a lot of us, we do feel like, we have that obligation of like, we have to do this, we need to show up for this, or we need to go to this thing, when in actuality, it's like, no, we don't. And I think that's the biggest thing, too, is like realizing, you have complete control over yourself. And making those decisions, right of like, okay, I'm going to do this for myself because I want to, versus I'm going to do it because I feel like I have to. And I noticed like, even myself when I would do those, okay, I'm going to do this because I feel like I have to I would end up just resenting whatever I was doing or just being like, why am I here? Right? Like, why did I do this? Why did I say I was going to show up? But I think another part of that, right is like, I'm reading this book. It's The Big Leap. I don't know if you've ever read that. So, that's another thing. So like, for my example, like waking up being like, Okay, should I reschedule? Or should I not? It was me thinking like, is this my upper limit? Like, problem right now? Right, like, knowing that having this conversation with you was one, something that that I know, I was gonna be passionate about, but also that was going to just help me like, connection wise, us connect in a different way than we normally do. I was like, okay, me trying to make up excuses, even though Yeah, I did just come back from a trip or whatever, was just a way of like, my thinking, my limits, jumping in and being like, No, you can't, no, you shouldn't. And trying to distinguish that too, right? Like, is that self-talk that you're having, is it because you're fearful of like, what the next opportunity is going to be? Or is it just like, you know, listening, okay. Is it the fear? Or is it just because you need that push? Like, you need to do that extra thing? And so, this morning, it was me distinguishing, like, no, it's just a little bit of fear. It's just a little bit of like, even though like, Yeah, I know, Pua, I know that this conversation is gonna be fine. It's still a little bit like, well, this is my first like, interview podcast like, I’m nervous. And so like, that was a little bit of that.
Pualena 23:53
Oh, that's so that is actually really eye-opening for me, because, and I wanted to get into this more like, how did you recognize that? Because I find myself often sitting in either hoping that things get rescheduled or rescheduling them myself. Actually, I really try not to cancel or reschedule unless I absolutely have to. Just because I don’t know, I just like to show up for people. But at the same time, like, there have been moments where I'm like, I just can't, I have a marathon of calls today and by, you know, 4 pm I just can't do this last one. Or, you know, and usually, people are kind of like, oh, it works out better for me too. But I realize, as you're talking I'm like, oh my god, this is me. And it often shows up during like right before a consultation like a new client consultation. Where I'm like, Oh, I just hope they cancel. I hope they don't show up. And like sometimes they don't show up and I usually feel a little bit relieved. And I don't actually think it's because I don't want to do the call. I think it's because I'm afraid that I won't be able to support them or serve them. Right? Oh my god. That's crazy. I never thought about that.
Cassie 25:09
Yeah, and I think that's a little bit of like our imposter syndrome because I feel the same way, right? Like, I have a new client. And you know, whenever I see those calls, I'm like, Oh, I kind of wish that they just don't show or I'm on the call and like, in therapy, at least, you have to wait 15 minutes before you can, like, get off and like, call it a no show. But sometimes I like the three-minute mark. I'm like, okay, they're not showing up and then they show up. Right? And yeah, and I think it's the same. It's not because I don't want to, it's not because I feel like I'm not in the field that I'm supposed to be in. But I do think it's you’re right, it's like feeling okay, am I going to be the right fit for them? And I think it's also letting ourselves, you know, when that talk comes in, allowing ourselves to be okay, if we're not the right fit for them, either. Right? And which is hard, because it's like, Well, what did I do? What is wrong with me? Or why am I not the right coach for you, or the right therapist, right, but I think it's just understanding that you're not going to be everybody's pick of the letter, and that's okay. And that also allows it to be a little less scary when you walk in knowing like, okay, it's gonna work out. And if it doesn't, then that's okay. That just doesn't mean that we're meant to be in that the same energy, the same wavelength.
Pualena 26:36
Yeah, that's huge. It's really refreshing also, to speak to somebody who I feel like, if you're a specialist, or if you specialize in any particular field, people assume that you're perfect in that way. So like, as somebody who provides these types of services, to me, to hear you say that you also struggle with this, and it's something that you experience, I'm like, wow, she's human. And perhaps like we don't always know, it's a lot easier, I guess what I'm trying to say is like viewing other people's, even for me, like seeing other people's digital space or website, like I can sort of pinpoint opportunities for growth or adjustments. And it's really hard for us to see it for ourselves. And I'm curious what your thoughts are around, like, even you experienced these challenges where like, you hit those upper limits, or you have these thoughts or experiences, and you really have to focus on creating awareness for yourself. And you also go to therapy. And so having that external support, like what are your thoughts around people, sort of self-diagnosing, trying to figure it out themselves, trying to like, listen to all the guidance and do all the journaling? And like, I'm good, I got it, I'm gonna read the books, I'm gonna listen to the podcasts versus seeking external support and getting accountability. And that, you know, where's the balance? And what are your thoughts around that?
Cassie 28:15
Yeah, and I think, same, I was the same, which is funny because like, as a therapist, they all say, like, the best therapists are the ones that see a therapist, not saying I'm the best therapist, but I would say that actually seeking help has helped me uncover things that I didn't realize I was doing. Also, you know, just having somebody else aside from a friend or family member to talk to and to discuss things that are happening. So, I think it's a little bit of both, right? Like, you can do a lot of this stuff on your own. It's true, right? Like, you can start your own practices, you can start, you know, your own meditations, or whatever. But I think the importance of having a coach or a therapist, somebody who is a third party, not even anything in your life, it helps you to see the same thing that probably your friends in your family are telling you in a different way. Because my therapist tells me things that my friends and my family told me and I'm like, Yeah, I've heard that before. But for some reason, and I don't know the psychology behind it, but hearing it from somebody else, somebody else's voice. It just clicks for you, right and understanding like, oh, okay, this is what I'm doing. These are the things, how I'm showing up, and how I can start changing it. But when you hear it from your friend or your family, you immediately get defensive, and it's like, Why are you pointing that out? Or why are you saying it that way? And so I think it's just helpful, you know, the combination of both. Yeah, you can do your own practices. But again, like seeing somebody getting that professional help to uncover things that you may have been hearing for years and years, but that will just start to click for you, and just start your path and your path of healing a lot better.
Pualena 30:26
I love that. It reminded me of something someone told me. And I had also Okay, whoa, I do this. I have like four questions in my head at the same time, and then I don't know how to ask them properly in a way that makes sense. And so then I say nothing. Okay, question one. Or just statement one, somebody once told me a great coach is someone who asks great questions. It was something like that. Which then, like, skipped my brain over to the idea of like, I'm not sure I understand the difference between a therapist and a coach.
Cassie 31:08
Yeah. That's a good question. Because I think a lot of people don't, right? So, a therapist, I like to look at it, okay. Therapist is, if you are wanting to seek help, seek treatment in a way for something that is like clearly diagnoseable, the easiest example is like ADHD, right? So, like, say, you feel like you have ADHD, where you can't sit still, your mind's going a mile a minute, again, and these are just very generalized. So, for people listening or watching, like just very generalized statements, it doesn't mean that it's going to fit every single person. But if that is something that you want to work on, right, then therapy would probably be a better avenue. However, that person with ADHD could still see a coach. But maybe it's about something very specific, very niche down. So, I want to learn how to utilize my time more effectively. That might be like something that a coach does, doesn't step into the ADHD realm at all doesn't step into, like talking about the diagnosis, but it's very about, okay, like, how are we working on your time management, and that's all we're going to talk about. If it starts to get into anything therapeutic, then a coach should be like, Okay, that's something for your therapist to talk about. And some people see both, some people see a therapist and see a coach. And I just want to clear this up. Like, even though I'm doing the two hats. I never see the same client as a therapist and a coach. So, that is something to think about, like, you can see both, you can see a coach for your business, but you could see a therapist because you're having some interpersonal issues. And so just being able to distinguish, like, okay, is my problem, or my barrier, my challenge, something that I want to talk to a therapist about? Or is it something that I really want to focus on and niche down within a coaching setting?
Pualena 33:15
Interesting, for coaches that are listening and they're like, oh, my gosh, I think I might be blurring the lines. What can they sort of be aware of, so that they can really keep that relationship in the appropriate place and guide their clients perhaps who don't know, and they start, because they know, like, even my business coach, we end up talking about personal things, because your personal life affects your business. And even I can see like, was I asking things of her that really should have been asked of a therapist or you what does that look like for a coach to be able to say, like, you know, we're starting to get into therapist territory. And I recommend you see yours or, you know, go seek one out. Yeah. What are your thoughts on that?
Cassie 34:06
Yeah. So, I think if you're a coach, if you're listening as a coach, and one, it's like, feeling uncomfortable. So, if a question is being asked, or topics start to arise that make you as a coach feel uncomfortable, make you as a coach feel like, Oh, this isn't really what I am comfortable talking about, or what I am necessarily versed in, then perhaps it's something to just be like, Well, maybe you should seek a therapist about that. Or, you know, it's great that you brought this to the conversation, but that's not something that I'm here to talk about. You know, and so just being able to be very clear about that for yourself as a coach like understanding like, what is it specifically that your coaching businesses around. And you're right, like, a lot of coaches, it's going to end in therapy, too, there's going to be a lot of things that come up that aren't specific about why you came to them. But again, it's understanding like, Okay, this is something that's brought up every single time, right? Like, you know, every single time I see my client, and they're telling me as a coach, oh, you know, it was really hard for me to get out of bed, I just don't feel like waking up or something, then it's like, okay, perhaps that's territory for you to start seeing a therapist. Right? I think understanding that therapists are, do have this certain credentials, certain licensing to make sure that if that starts to, they hear that then they have the right resources, not saying that coaches don't, but sometimes it can be very, as a coach, I think feel like, oh, I have to take on all of this. And it's like, no, like, I think that the great thing about all of these services, mental health services, is that there's so much around that you can do and so being able to be like, Okay, I'm gonna, like, give you this person and you know, I'm gonna refer you to this, you know, certain organization or whatever, and knowing that you don't have to be alone in it. And you know, it's this one client isn't your burden.
Pualena 36:16
That's awesome. It reminds me of a quote. It's not a very crazy quote, why can I think of it? It takes a village to raise a child, something like that. And like, why can't it also take a village to keep us whole?
Cassie 36:32
Right. Honestly, though, like, I think that's what the shift of any type of well-being should be. Right? Is that understanding like, you don't mean only need to see one specialist in order for you to feel good or feel like you're best, you have to see all these different people. And you have to understand that like, that is just going to what makes you whole? Well, it makes you full.
Pualena 37:00
Yeah. Which I think is the beautiful part of the business that you offer is when I think about that I'm like, okay, so that means I have to pay for a coach, a therapist, a fitness trainer, right? Like, I'd love to, but that may not be, you know, in the cards for my bank account. However, you are putting together a beautiful service where you're actually bringing in experts from all of these different arenas to support people through your business. That's awesome. Does that exist yet? Can people learn more?
Cassie 37:42
Yeah, it's on the precipice. So, it's, yes, I'm hoping to have something by of this, like, all these different, you know, practitioners coming in, so like a weekend retreat. That is what I'm hoping for, by the summer. For it to happen. I am starting a group coaching. Yeah, a group coaching service, I guess, that is starting in February. So, like very soon, which is this weekend. It is pre-recorded lessons, but you also get the chance to be in a community, have questions getting asked within that space, I'll be in that space as well. And then there's also one-on-one coaching within those eight weeks as well. So, you can get a little taste of like, what coaching would even be like with me, but it just was the idea of being able to bring like-minded women together to be able to share in this space and understand that burnout isn't something that needs to be the norm.
Pualena 38:58
That's epic. Is that online? Can people join it from anywhere? Is it just for people in Hawaii?
Cassie 39:05
So, because it's my coaching part of my business, then yeah, you can be anywhere, you can join it. I will give you the details on how they can like send their information so that they can join but yeah, it is available for anybody around the world. And I think it'd just be a cool space for everybody to be able to share in their challenges and also their wins.
Pualena 39:35
I love that that's my favorite model is group coaching community and one-on-one support, all in one. A lot of people, especially coaches and especially people who serve one-on-one clients exclusively, are very hesitant to go into the group coaching space because it feels like you're giving less of yourself and you are therefore giving a lower quality of service. And I think it's the complete opposite. I think with the community aspect, you are doubling the support. And like humans are community beings, and to have that support, not just for, like, selfishly, for you to go in and be like all these people support me. But to learn from other people, you learn a lot from supporting someone else and hearing their story, and seeing how you support others in the community. I just think it's the depth and the additional layers. And that structure provides, I think, a higher quality experience, one-on-ones great too, very powerful. And it sounds like you're combining them both. And it's just, that's incredible. And I'm super excited for you. It's amazing.
Cassie 40:51
Thank you. Yeah, I know, that was the idea, just, you know, a lot of the times we can be in our own head and feel like we're all alone. And so being able to, I like the community aspect, too, is to know that, okay, I'm not the only one that's feeling this way. And there's 10 other people that are feeling exactly how I'm feeling.
Pualena 41:13
Definitely and I would say too, the thing that I've seen in communities, and from a consumer or client perspective, that there can also be resistance there, because people are like, especially for something like this. Therapy, life coaching, and even business coaching. I have a client who created a community around a group coaching program around processing grief after pet loss, very niche. It's a beautiful offering. And I can see why people are like, this is very personal, like, I don't necessarily want to do this in a group. And what I've seen time and time again, from myself as well is like I'm very introverted. And so people who are resistant to groups and communities often come in and sort of just, they're in observer mode, they're not super participatory. They're not like, you know, actively commenting or supporting people or participating in live calls. And two things happen. One, you still learn, you still get that boost, that experience, the knowledge, just listening, you absorb. But I also often noticed this in myself and others, that over time, you do start to participate more, and it becomes a very beautiful, safe space, and possibly the only safe space in your life, where you feel comfortable sharing in that way. So yeah, awesome. I love it.
Cassie 42:49
Thank you.
Pualena 42:49
Yes. Do you have a website? Do you have social links, anyway that people can learn more about you?
Cassie 42:58
Yes, my Instagram is @wholebycass. I do have a website, wholehawaiillc.com. I'll send it all to you. And you can share that. And I do have a podcast. It's W.H.O.L.E the Podcast. So, I share all things mental health on there. And just a little other avenue where you can listen in on things that not only you're probably dealing with, but that I'm dealing with as well.
Pualena 43:34
Your podcast is so awesome for those reasons, right? Like you share a lot of like, just practical strategies and tips and you're very vulnerable sharing your own personal journey. And your voice is just so lovely to listen to like, it relaxes me so much is that weird to say? I don't know, take it or leave it. And even like your energy here, I feel like I'm like, K, dial it back put like match the energy in the room. Because you're just so, you feel so grounded. And I think, especially when we're in this space where we're seeking a little bit of support, that groundedness goes a long way. So, thank you for being who you are and showing up in all of these spaces. I have to say, so Cassie and I dance hula together. We have traveled the world together. And you're, it's so cool to see you in the space. And I think we all kind of show up differently depending on the spaces that we're in and the people we're around. And I really admire what you do and the way that you do it. And the uniqueness at which you approach all of these things that you do because I think it's very easy to look around and say okay, well, I'm in the same industry as this person and this is how they do it. So, I'm just going to do it that way. You do it Cassie way. And I love that about you. So, thank you.
Cassie 45:04
Thank you. Thank you. That's very nice of you to say.
Pualena 45:11
Of course, I mean, you made a journal. Like, I feel like any business owner that has something tangible. It's like, what you built is real and I can touch it and hold it and give it to people and sell it. And it's, I don't know, I'm just so proud of you.
Cassie 45:28
Thank you. Thank you for having me on.
Pualena 45:32
Thank you for being on. I have a feeling we're going to do this again.
Cassie 45:36
I hope so. It was fun.
Pualena 45:40
Amazing. Well, thank you again, I will put all of your links and everything in the show notes. And yeah, you're amazing.
Cassie 45:47
Thank you. You're amazing.
Join Pua Pakele and Kari Lotzien on a journey to explore the challenges of work-life balance for business owners. The episode covers Kari's journey from a business owner to a leadership coach. Pua and Kari discuss imposter syndrome, strategic planning, and the three stages of business growth. Kari's approach helps entrepreneurs navigate challenges while maintaining passion and purpose. The conversation also delves into fostering authentic connections in both personal and business relationships.
The discussion further explores the importance of finding the right space for seeking support, particularly for small business owners facing unique challenges. Kari shares illuminating perspectives from her group coaching program, underscoring the significance of celebrating wins and fostering a sense of community. As Kari encourages small business owners to connect and share experiences, the conversation provides valuable insights into navigating the challenges of entrepreneurship.
Listeners are invited to reflect on the connections between their personal and professional goals to help gain a deeper understanding of what contributes to a successful and fulfilling entrepreneurial journey.
About Kari Lotzien
Kari, a visionary entrepreneur, is dedicated to supporting like-minded visionaries in achieving sustained success in both business and life. Her passion lies in businesses that prioritize service and community, believing in their potential to positively impact the world. Undeterred by skepticism, Kari encourages others to embrace ambitious visions for their businesses, drawing from her own experience of incorporating "making the world a better place" into her vision statement.
Visionary entrepreneurs, according to Kari, transcend industry boundaries, with her clients ranging from therapy clinics to insurance brokerages. For these entrepreneurs, business is about more than just turning a profit; it's about providing services that improve lives. Kari emphasizes the broader purpose that fuels visionary entrepreneurship, challenging the notion that it's limited to specific sectors and fostering a community of individuals committed to positive change.
Contact Pua Pakele | RBL Media:
Contact Kari Lotzien | Be the Anchor:
Transcript:
Kari 00:00
Impostor syndrome is not related to the status that you've achieved. There is a cell memory where we feel like we are not enough and whether you have achieved that insane level of success if you have it, you have it. And I think the way to overcome it, I think. the jury's still out on it. But I get emotional about it. I feel like there's a gateway that opens when we see it and others.
Pua 00:27
Boom, here we are, Kari. Yes, this is lovely. We've had I was just saying, like, I wish I had recorded the last three minutes because this is just we're talking about that, that dark corner in our brains where only the tax monster lives, and how we don't want to go there more often than we need to.
Kari 00:48
Right? We have to go in there and find receipts.
Pua 00:50
Yeah, that's where they are like, I can't find my receipt, I know exactly where it is. And I don't want to go find it. Let it die there. Amazing. You said something about a minute and a half ago that I can't get out of my head, and I don't ever want to get out of my head. And it is your number one highest value in business and life. Tell me about that.
Kari 01:14
My number one value right now is freedom and flexibility. And I'll be honest, it was not easy to get there. Because in my past, I owned a brick-and-mortar location for 22 years, and I was very attached to it. And when I started thinking about what I wanted next, and what I wanted life to look like next, and I wanted to be travelling more and seeing the world and being able to pick up and go support my family because they live far away. And I thought I want to do this by designing my business around the life that I want. Hence my tagline. Right, create the life you crave.
Pua 01:55
Beautiful, yeah. And that is often sort of a double-edged sword, right? Because we become business owners for that very reason. We want to have freedom, we want to have total control. That's the C word. Control over our schedule control over everything that we do so that we can have freedom. And yet more often than not entrepreneurs work longer hours harder, they're more stressed out. They're more financially unstable than anybody that I've ever met. Not to say it's not worth it. What are your thoughts around that and how we can navigate that space that would sometimes we find ourselves in?
Kari 02:37
It almost makes me emotional to hear you say that, because I think I was that business owner, I started my first company when I was in my 20s. And I left the security, right, I was working for the government, I had a very predictable job. And it just wasn't aligned, I thought no, I need to have more control of my time. And I want to do the things that I really believe in. So I left the cushy, you know, benefits and all the good things. And I started on my own. And I think at the time, what nobody tells you as an initial business owner is that you don't have someone else telling you what to do. But you can be your own worst enemy. And it happens so quickly that I kind of laughed like I think I talked about with my clients that businesses kind of go through three stages. So, there's the infant stage of business. And it's like caring for an infant like it wakes you up in the middle of the night, it affects your ability to eat and sleep and look after yourself like and you need to have that like you have to have that grit to lean into it so that it survives. And it sucks all of your time. But then it gets to a place where it's like it's at the child phase where you want it to start being independent. But you kind of go oh my gosh, I've created a monster because this business is so dependent on me for every little thing, and I've taken on every role. And I'm probably if I made it past the infant phase, I'm probably pretty good at a lot of things are good enough that it actually turned into a sustainable business. But now I'm my own worst enemy because I can't keep going like this. I'm tired. I don't want to, but I don't necessarily know how to get out of it. Like I've just created my own cave. And I think that's where, you know, I just got passionate about why isn't anybody talking about that part? Right? We kind of skipped over, we go Oh, I was this? You know, living on my parent's couch and things were hard and I was strapped for cash all the time. And then poof, now I'm making multiple seven figures. And I think no, that's not quite the way to happen. Right. I think we just need more support in how do you move past that to just start to let go, and start to build your team, and start to get some support. So, that you do get back to that, what you really wanted when you started the whole thing?
Pua 05:05
Oh my gosh, I can only imagine everybody listening right now is saying, who is this woman? What does she do? Where do I find her? Help me? Because you're right. It’s almost like, what's the word? Like? It's it's not an addiction, but it's like, Huh, look what I can do, what else can I do and you build this huge machine out of the skills that you didn't realize you had. And it's beautiful like entrepreneurs are my favorite breed of human. And at the same time that personality trait can quickly become totally just like a monster like, it eats you alive. So, tell us, what do you do? What's your business? How do you serve people? I usually save it for the end, but how can they find you, if they're like, tell me no more, I just need to speak to Kari right now.
Kari 05:56
So, I evolved, I had a brick-and-mortar practice. I was the owner of a private rehabilitation company for 22 years and then I sold it. And I started really thinking about business coaching, leadership coaching because I really do believe that you can't have a successful business past a certain point, unless you're a great leader, until you can, really, and not just being a great delegator, telling other people what to do, but really developing, sharing your passion and getting other people excited about why you do what you do and the thing that you serve. And it was nagging at me. But wonder if this is a thing. So, I started about four years ago, just supporting other service-based entrepreneurs to grow past the, I call it the teenager phase of business, right? When you're starting to think like, Oh, I'd like to get my time back. I like to be able to travel a little bit, I'd like to be able to not do all the jobs in my business, but maybe select the ones that I really like, and I'm really good at. And I think the difference too, is that a lot of my clients are service-based. So, they love the frontline. So, I work with a lot of health and wellness, businesses, chiropractors, massage therapists, psychologists, as well as like the financial industry, financial planners. And the truth is, the business coaching that's out there, says, Oh, you need to hire people to do the front line. And then you're going to be the owner, and you're going to oversee the business, but a lot of my clients they are the main revenue stream in their business. So, it doesn't work. So, the traditional kind of coaching just wasn't lining up. And then the advice they were getting of, well, you just have to do the work and you have to push through it. And you have to kind of give up the good parts of life, the traveling the family, the friends and I just thought no, no, I don't think you have to do it like that. So, now that's what I do. I teach service-based business owners, the logistics, like the how-to, of being aware of kind of the things that we do that stand in our own way, like you said, I mean, you talked about it. And you said it kind of hesitantly like an addiction. But it really is. And I think that when we're and I mean, let's be honest, we're getting that dopamine hit, when things are successful. And when it actually works. And you face that challenge and something was hard. And then you're like, oh my gosh, it worked. That is how addiction forms. And I think that what happens over time is we keep doing that. And it works, and we're good at it. But then there becomes a day where you think, Hey, wait, I'm not sure if this is where I really wanted to be. And I think that's the place where, with my clients, I lean in and say okay, like, where are we getting in our own way? And why? What do we really want? Because I think a lot of us have never, we don't want to open that up, especially if you've had a successful business. You don't want to say, but I don't want this anymore. Or I want something different. Like there's a sense of almost guilt that, well, why shouldn't I want this, this was what I've worked so hard for. And for a lot of my clients, I'm kind of the first person in a long time that they've said, You know what I really want, you know what I really crave. And they let it out and I just hold that so preciously. And then we start developing strategic plans around not only your business but around your life so that the two fit together so that when we're done working together, your life looks more like you want it to look.
Pua 09:42
Wow. I've never heard anybody describe it that way. And what came to mind is this kind of dangerous cycle where we, as you said, like we just kind of push and we work hard and we stay up late and we wake up early, to create something that will bring us to an outcome, which is usually a sale. And that sale is the reward that actually triggers our internal reward systems that says your hard work paid off, do it again. But that cycle can be very detrimental to our health. And so figuring out like, just because it worked one way doesn't mean it can't work another way. And yet without the awareness of that, like, in like the battle that we're playing against our quality of life, and what actually makes us happy, what we actually value, what we're trying to achieve by having a business versus the sale that was accomplished by this, like, dangerous cycle, I think without the awareness, we just keep doing it. Because you're right, like, we can't give up now, we can't show the people that we were so proud to start this business, and all of a sudden, we're giving up on it, like, what are they going to think? You know, I think there's a lot of that, too. So, thank you for bringing that awareness to people. I think it's really important and not talked about enough.
Kari 11:06
You know, and I don't want to totally own that idea. I need to give credit where it's due because it was actually my husband, whom we've just celebrated 25 years of marriage, it was his grandfather, actually, who introduced the concept. He used to always call me an anchor. And I thought he was insulting me. I thought he was saying like, you're like the ball and chain. And we've gone through hard times, right, which you do when you're a business owner and a mom of young kids and everything is just going so fast. And I was sitting down having coffee with him. And I said, you know, I just it's just all so much. And he goes yeah, but you know, hon, like, you know how to– I know be an anchor? And he says no, no, don't say it like that. And he said, When the seas of life get stormy, and they always will. He said it's not your job to Captain everybody else's ship, and do all the work. He said it is not your job to try and calm the waters of the ocean. It's your job to set your own destination and just be that stability for other people. And that day, I was like, Oh my gosh, that's it. That's leadership. Right? It's not a matter of like, doing all the paddling yourself. It's not a matter of trying to make it really easy. It's just you do your part, you be that point of stability to say, okay, like, where are we going? Are we still on course? How does this all work? And that was just how I started leading. And as like, my background was Occupational Therapy. So, I did a lot of work in neurology and working with our nervous system and knowing that we make the best decisions in life and business, when we're in that place where we're regulated. And I did that type of work for years. And then it was like, this sudden light bulb came on. And I went, wow, you know if we could bring this to the business world, I wonder what would happen? And here we are.
Pua 13:05
Here we are, that's beautiful. You said something earlier, that also got me thinking that, traditionally, we are essentially told the opposite of the advice that you were given, right? Like, your responsibility is to calm the waters for yourself and your team. So, get out there. Right? And you also said that a lot of times, we're given the advice to outsource the front-facing work, outsource the meetings, outsource the communication. And you're so right that a lot of business owners actually, not only enjoy that part of it but that's often what the clients are opting into. They want to talk to the business owner, they want to talk to the expert. And, you know, so knowing that it's almost a relief, right, like, Okay, I still get to talk to my clients. Awesome. I'm so thrilled with that. However, I still have all this other stuff. And I'm sure I could outsource some of it or build a team around supporting clients in other ways. So, what guidance do you share with your clients? Or what advice do you have in terms of figuring out the right things to bring external support in for?
Kari 14:27
I think the big thing is you get to decide. You get to decide, it's your business. Like there's no should, there's no how-to, there's no this is the right way to seven figures. It's really and I think that it changes over time. Like I know, what I loved doing in the business when I was in my 20s was different when I was older. And I moved from really wanting to be frontline. And then I went through a phase where I loved mentorship. I love teaching and taking a new team member and guiding them through and sharing how I think about things and how I would reason. And then I expanded from there. And then all of a sudden I just loved selling, I loved meeting with our stakeholders and pitching how amazing my team was and what we could do. And so I think that part of it is there's not like a one-size-fits-all. And there's not a one-size-fits-all for 30 years. It's what what works for you right now, what's lighting you up? What do you love in your business that gives you energy? And then we look at what are the parts that you really don't love? Right? So actually, I mean, it sounds so simple, but I have my clients go through. And we do just task lists. What are all the tasks that you're responsible for, and we break them down by daily, weekly, monthly, quarterly, and annually. And then I just have them go through and write them. Number one; things I love that just light me up, that gives me energy. Two; are the things that are my neutral, I can take it or leave it, it's fine. And three; I might be good at this. But it is sucking the energy out of me like I just dread the day. You and I were talking about finding receipts and doing bookkeeping. For me, that's it. And then we start there. Right, we start at the threes. And you get to decide what those are. And then we say, Okay, could we combine some of these things into a position or outsource? And then we decide, okay, is this something that you just want it off your plate, but you don't really care how it gets done? Or is this something that you, I talk about, like, you know, when you're passing over a gift to a little kid, and they don't let it go, you got to get into that struggle. I think that's the way it is with some tasks like we we kind of want to hand it over, but we kind of don't. And then we talk through those things like is that something that we maybe want to build a team member, we want to do some mentorship around, we want to make sure that when we pass that task over it has our fingerprints on it. And we talk through that. So, that's kind of the strategic approach that I work with, with all my clients, and then we just build it for them.
Pua 17:10
It's awesome. I love that you use the word mentorship and not like, I mean, training is fine too. Like training a team member feels different from like, mentorship and keeping your, you know, your sort of presence in a specific realm of your business where you feel like that's important. I'm wondering if you ever come across, I'm sure you do, as entrepreneurs, I feel like we have a little bit higher degree of control issues.
Kari 17:41
I think so.
Pua 17:42
And even the things right, like, I can think of a million things where, it's a tricky gauge because there are quality standards, there are standards of service that we hold ourselves and our businesses to. And so when we bring someone else in and allow them the opportunity to take on a role, we want to make sure that that quality is still upheld. And yet, perhaps they'll do it in a different way. Maybe it's better than our way, maybe it's just they'll innovate something right and providing the space and freedom and sort of allowing for that to happen means that we have to step back further than we'd like to. Do come across any sort of resistance to that, or what is your experience with your clients working through through those kinds of things?
Kari 18:36
Absolutely. The two words that you tied to, you said, you need space and freedom to do that. And I think that's a big thing is that we often will work ourselves to the point where we don't have a lot of capacity. And then when we go to delegate, or outsource or take those tasks off of our plate. When it's something that we're holding tight to that's hard to kind of let go of our trust, if we don't have the capacity and space to really share, okay, this is why this is really important to me. This is how I think about it. And then we need to have space so that when the person shares back to say, well, here's kind of the way I think about it. You need to have a buffer zone, that you can actually hear that and when you're at capacity, there's no ability to hear it. And I think that's the main thing is that when you're looking and I don't think we always think about it in this way. And I would say that certainly when I started my business, that's not the coaching that I got. The coaching I got was more that old school, here's what you do, here's when you do it by, here's how much I'm gonna pay you, or else. I just don't believe that that's how strong businesses operate. Even without sourcing, I think that it's more of a dance and you have to establish the relationship and that common trust. So, that even when you go through challenges, which you will. Like, there's going to be times when somebody doesn't do that thing the way that you thought they should, or when they misunderstood what you ask them for. And what comes back is something completely different. There's going, you have to expect that. But then the space allows you to go, Okay, let's have a conversation about this, I realize now that I wasn't very clear in how I communicated that. And then you have that dialogue back and forth. But I think when you're at capacity, you get into that place of fight or flight, which we don't tend to think about when it comes to being a business owner. But then we go, Oh, forget it, I'll just do it myself. Or we set someone up and we're almost angry with them that well, you know, I just need to find better people, or I just need, you know, to find someone who actually has a good work ethic like I do. To me, when I hear that it's like, no, that's probably a sign that you're not in a place where you're regulated.
Pua 21:01
Interesting. I feel like that's, that's gonna be hard for some people to hear it is because it forces us to look within and that's, we're often scared to do that. It will expose things that we're not ready to look at. So yeah, it's a good call.
Kari 21:22
And I think that's a point to that, you know, when you say, it's something we're scared to look at. I think the truth is, a lot of business owners, especially when they're small business owners, and they're in a place where they're in a position of leadership by themselves, you don't have somebody to bounce ideas off of, to have that kind of like safe place to talk things out or to figure it out. And I think that's where, like some of my group programs, it's the best part about it, because everyone's at a similar stage of business. And they can talk openly and support one another. And they're not just, you know, going to your spouse who really doesn't want to hear it anymore. Or going to the wrong person. Right? But I think it kind of gives us practice being vulnerable, because you do you armor up so often because you don't have that safe place to share.
Pua 22:08
Absolutely. Do you ever find that, because we are kind of in this world, and we are siloed, right? It's me, I have my business, I'm making all the decisions, I'm making all of the assumptions as well, like, so for us, when we're putting marketing materials together, a lot of clients will give us language, and like this works well for you because you understand this world. However, I don't know if your target audience is going to get this. And you know, so just an example of like, we're just in here all the time. And when we start to expand, maybe we're hiring a VA, maybe we're hiring a you know, somebody to take on a small chunk of the things that we do, or just to take some of what we're still going to do, but in a support role. And I've found this to be true for myself. And I've heard this with others, where you almost open up too much to that person because they're the one other person in your business, who can finally see the inside of everything and what's broken, what client is challenging, you know, and we start to kind of cross lines a little bit. They're not your business partner, they are not co-owners of this entity. And yet, sometimes we treat them that way. What are your thoughts around that? And have you seen that and experienced it?
Kari 23:30
Well, yes. I mean, I see it in myself sometimes. Right? Like, I think that number one, we're human, and they think we'd naturally have that, oh, my gosh, you get me. And we just have that sense of release. So, I think, I don't think there's anything wrong with it. Or I don't I think in most situations, I believe that we have more fear that we've over-shared than the person on the other end would feel. I think in most situations, that's the case. And for a lot of people, it's funny, even with myself, when people open up, I often will send them a message the next day, and just say, Okay, so today's the day of the vulnerability hangover, where you regret everything you said to me. And I think if you find yourself doing that with the wrong person, where you think, oh my gosh, I shared something that I shouldn't have. And now you have that feeling of, you know, the dread, the heaviness that sinks in and you think, oh my gosh, I shouldn't have done that. If that starts to become a pattern, then it's like you're probably not putting it in the right spot. And I think it's a journey because when you're in a small business, many of us have moved between being an employee so we're colleagues with the people that we were working with, and colleagues share different kinds of things, you complain about your boss, you complain about your spouse, you complain about your you know, so many different things. I think it takes a little bit to shake that off. And to recognize that actually, I'm holding a different role now. But I think give yourself some grace. And most of the time, it really doesn't have that much of a consequence. And if it does, people are probably starting to pull away from you, not answer their phones, not respond, and then you go, okay, maybe I need to kind of check in on this. But then when people do put it, I would say more often, people hold back, when they're working with a coach, or when they're in a group of people who truly do understand. And they feel they need to protect and then when they do release it. It takes a little bit, like, they'll judge themselves, and they come back to this feeling of oh, my gosh, I never should have said that. And it's not that I'm not grateful. I'm really grateful. I know that my business is doing well, but and when they're met with no judgment, and people who go no, no, I get it. Right? A lot of my clients right now, it, there's so many themes of people who are caring for parents who are going through illnesses, and they want to be there. They want to help, they want to be of support, but they feel they can't be because they have so many business commitments. And to be able to share that in a really safe space is beautiful. And then to recognize how many other people said, Oh, actually, that happened to me, too. And here's how I did it, or here's what I wish I would have done or, and just to see that support in the right space? It's a beautiful thing.
Pua 26:34
Yeah. You know, that really made me think about just the question I just asked is, are you opening up to a brand new team member or somebody who's just been hired to build you like a landing page? Like, not part of your business even? And is there perhaps another space that would not only be more appropriate, but more sort of supportive and receptive? I'm sure these people are like, Oh, my gosh, happy to listen to you. I don't know how much I can help you, but let it out. But at the same time, is that the best space for you to get the support that you need? And is that a sign that you're looking for a different type of support? And I love that you do group coaching, I love that you have a group program because I think community, especially for entrepreneurs of small teams or solo entrepreneurs is so underrated and can just elevate you, as a person, elevate your overall well-being, your mental health and your business as a result. So, that's awesome.
Kari 27:40
Yeah, and I think, you know, a lot of the trading, if you look at leadership podcasts, if you look at leadership training, it's amazing how many of them are directed towards corporate, where they have full teams of human resources people. And I think what about that person who has a team of four, who's trying to do it all themselves? And I think you're right, when I looked, I saw a major gap in the market. And now that it's going and I see the magic that happens in that group coaching program, and I'm really selective too. In our group coaching program, you have to have been in business for a minimum of a year, like your business can't be at that infant stage where it's taking all of you. And you have to be willing to be coachable, to open up and to go through the modules, and to really reflect on the business. And when I was able to curate that, and put this group together, who are from a variety of industries, so I have people from financial planning to virtual assistants to dance studios, and, you know, a really wide array, but when they come together, they're all facing similar challenges. Yeah, it's pretty amazing, actually.
Pua 28:50
That’s awesome. Yeah, it's, it's a sign too that like, just as we're all human, right, we go through like, our own physiological human experience. As a subset of that we as entrepreneurs, regardless of our industry, or our business. The size of the business, I think matters a little bit just depending on the type of community that you're joining. But it's so helpful to talk to people who get it from an energetic standpoint, right? Like you understand the hustle, you understand what it took to get there. Your path may have looked different than mine, but you still worked hard. And you still put in the same type of effort. And to be able to see that but from somebody who's not so close to it, that they can't see the holes, they can't see, both the holes and like the things that you really should be celebrating that you're not like, oh my god, do you realize what you just said, you just did this? And you're like, oh, but it was this and that and not perfect. And I didn't do this and you're like, Hold on. Let's just celebrate this thing that you just did. When you're just brushing over it and you're just gonna move on with your life right?
Kari 29:56
You know, and it's funny like you talk about opening up to the person who created your landing page and I think what, what we see in that sometimes is, Oh, here's another business owner, I can connect with them. Right? So, I think sometimes we search for that commonality, or we search for that common denominator to say, here's how we're like. And when I've seen, you know that in the group, and you talk tied to that celebration, we are so humble that we often don't kind of sing our own praises. This is one of my favorite things about the group is every week we talk about, okay, what were your wins, and people will kind of stumble over them. And then inevitably, somebody in the group will go, whoa, whoa, whoa, you what? And they give it praise. And I see this in, you know, it happened earlier in the group where we had a couple of members that felt like, oh, you know, I'm not a decade into my business. I'm not at the multi-seven figures yet. And they had to just trust, I put you in here for a reason, you do belong. And then, as they started talking about their wins, you could see all of a sudden, these other business owners who she was really looking up to. And they were able to feedback and say, Oh, my gosh, like, that is a roadblock that I didn't overcome until I was five years in like for you to be able to do that now is amazing. And they kind of like forced the praise, like, Please stop, like, appreciate that. And that's a pretty amazing thing to get to witness. Because all of a sudden, like, you know, their shoulders go back, it's like, oh, my gosh, I really am doing it. Yeah, pretty fun.
Pua 31:43
Totally. I love that. I had a business coach who was really big on celebrating because she knew that it would literally change like the chemical makeup of your experience of being business owner. And like, we go through so much challenge that I feel like celebrating, like pausing to celebrate, A. we feel like we're not worthy of the celebration, right? Like, there, we've done this, but we still have all these other things that we didn't do, or it's just a small part of a bigger goal that I'm not at yet. And we minimize and minimize and minimize and to create a space where that can be like, just take a breath of gratitude and a breath of celebration. And sometimes it takes other people to hold the mirror up and say like, you are amazing, you did this. And I love there's a lot of talk about comparison is the thief of joy, and we shouldn't be doing it and it's causing all this stuff. I would say that there is healthy comparison, in the example you just shared. Hey, that's amazing. It took me five years to do this, and you did it in three months, please pat yourself on the back like that, to me is praise. It is you know, comparing your story to mine in a way that helps you to understand the amazing thing that you just accomplished. Because without that, you may have no foundation for where it could have been for other people. So, it's really beautiful.
Kari 33:15
And you know, as you're sharing, I think the other thing, and it sounds like you had a coach that was amazing that way as well, which, what a gift. But to reckon, I think we're living in a world where comparison is so available. And we see you know, you go online, and you see YouTubers who have these insane homes and beautiful lives, and they're traveling all over the world. And I think they showcase that. And we get a really skewed view of how many people are succeeding at that level. And we forget that 99.9% of the world doesn't live like that at all. So, then we don't celebrate.
Pua 33:58
–they probably don't live like that.
Kari 33:59
They don't I mean, right? We know that. When you think about like, Okay, give me your small wins, like what we perceive as something minute, that's the norm. And I think we need as we are responsible to share more of that. So, that we can write this ship that is so off kilter. We need to start just celebrating the small things so that other people feel when they compare. It's like, oh, no, I feel like I am on track. I feel like I am recognized. I am doing a great job. Because if the only things they ever see are the really big extravagant wins. Yours just feels like nothing. So, I think it's our responsibility to put that out there.
Pua 34:45
Absolutely. It's like those videos you see. I'm thinking of a video of a dad had his daughter on the bathroom counter in the mirror. And he was like, repeat after me. I'm beautiful. I'm strong. I'm sure you've seen tons of videos like that. And everyone's like, Oh, what a great dad. Oh, this is such a good, you know, habit to build for such a young child, and yet as adults shouldn’t we still be doing that? Shouldn't we still be looking at ourselves in the mirror and saying you woke up today? You're showing up, you're amazing, you're intelligent, you're smart, you're beautiful, you are making an impact. And yet, we do the opposite. You're not good enough. Who are you to do this? Right, impostor syndrome is just that negative self-talk. And I think it's, we often need other people to remind us that it's okay to celebrate ourselves.
Kari 35:36
And it's not, I truly now, I know, I know for sure. Imposter syndrome is not related to the status that you've achieved. There is a cell memory where we feel like we are not enough and whether you have achieved that insane level of success. If you have it, you have it. And I think the way to overcome it. I think, the jury's still out on it, but I feel that there is a get emotional about it. I feel like there's a gateway that opens when we see it and others. Just before I got on this call, I was connecting with a gentleman that I have just come to know in the last few months, and I really enjoy him. And he's got some huge goals this year. And he said, my mantra this year is be better. And I said, Tell me more about that. Like, what is what is that? And he said, Well, I just want to be better, I want to show up more, I want to be kinder, I want to be braver, I want to be healthier. And it was wild to me because as soon as I reflected that back in him of what I saw in him, I could tell that there was like a switch flipped. Where then all of a sudden, he could see it in himself. And I think the more that we can do that for others, like just acknowledge when someone has changed your day, like small things. I think when we feel seen, it allows us to acknowledge ourselves a little more easily. And I think we're trying to come at it from this point of self-confidence and affirmations and you know, doing the work to change our own mindset. But I truly believe we're community people were designed to be in relationships. So, when we see it in someone else, inevitably, we will see it in ourselves.
Pua 37:22
That's beautiful.
Kari 37:25
It's my thought.
Pua 37:22
Yeah, no, It's so interesting the judgment that came up for me, when you told me that, oh, I want to be better. I'm like, Oh, you're good enough? Like, why don't know that? And yet, I would say the same thing. I want to be better than I was yesterday. And that feels like a very positive goal. And yet understanding that it's okay to progress as long as we understand that we're enough today. And that is so much easier to say to other people than it is to do until we practice it.
Kari 37:22
And you know, it's interesting, because when I heard that, when he first said it, I attached a tone to it, like be better, right? It sounded like military or something like, Come on, get it together. I had the same reaction where I was like, oh, gosh, that just sounds harsh. And then, luckily, I stayed curious. I was like, tell me more about that. Like, what's that all about? And then when he gave it back, I was like, Oh, okay. Yeah, no, it does feel like I'm good today, but I'm gonna be even better tomorrow. I was like, Yeah, I can get on board with that. And how can I? And that's been my thing is asking, like, how can I support you in that? Where would you like me to show up? And then be really committed to that, like I put it, it sounds crazy. But I put it in my calendar. Like, I will write a little note just to touch base. And how's that going? And just making sure that I stay connected. But sometimes don't always remember to do that when things get busy or crazy or stressful or whatever. So, I just put a little note, like a little checkbox to make sure I connect with that person to follow up.
Pua 39:02
Yeah, that's beautiful. I think those touchpoints mean, they're so meaningful. And even the intent and sort of the practice of reminding yourself because we're all so busy that we, in our hearts, right after a conversation like today. I'm like, I want to stay connected with Kari, for sure. And if I don't put that in my my calendar, it's not because I changed my mind tomorrow, and I decide I don't like Kari. No, I just truly forgot. And so those little hacks I think are really, really important. For business. Yes. And for that deeper human connection that I think we're really talking about and that method of support.
Kari 39:45
And it sounds kind of artificial. When I share that with people. I was really hesitant to share that at first because I thought it made me sound like I'm just not a naturally caring person. And then when I leaned into it, I thought, No, actually, it just allows me to be the type of person that I want to be. But it gives me a strategy. It's a system and a process that allows me to be the type of person I want to be. And if I'm, I feel terrible when something's gone six months, and I think, oh my gosh, I totally forgot that they had this big thing in their lives, or, you know, somebody had a graduation or they got a promotion, and I meant to connect with them. And then I just forgot. So, now I'm like, Nope, I have a system for that I slotted into my calendar, I make a checkbox, I do all the things. And it just, it aligns. But it sounds so artificial.
Pua 40:36
It doesn't really, I mean, I didn't think that. It truly sounded to me like a great idea. I need to start doing that. And even just saying hi, like, I am now wondering. So, I went to a conference last year. And I met up with a client who I'd never met before. And that was really magical and wonderful. And then through just sitting together with different people throughout the conference, we made a couple of friends. And you know, when you're in spaces like that you like to spend your lunch break together, you hang out at the social gatherings. And, you know, you're always like exchanging information. Oh, we'll keep in touch. Yeah, cool, we'll keep you posted. More often than not, you kind of just don't, and it's nobody's fault. But nobody, you know, has the awareness to start that conversation again. And I think everybody wants to, and they mean to, and one person in this group sends a text every, probably two to three months. Hey, just checking in, how's everything going? And we'll send little texts and updates. And you know, we've done one Zoom call, we have another one scheduled. And without that person doing that, we would not be in touch anymore. And I'm wondering if he has a similar setup, and it feels like Oh, my God, Mel is the best at staying in touch. He's just so natural at it. Even if he was doing that, like the feeling that I get when he checks in is the same. I don't care if he sets a reminder, it makes me feel great when I get a text from him, you know, so? Yeah.
Kari 42:12
Yeah. It's a system. And I think it's the same in business, right? Like, I think how many times we say to our team members, like, Oh, if you know, if you have an issue, like come talk to me, but we don't book the regular touchpoint meeting, we don't check in because it's like, oh, things are going fine. We don't need one. And I think that those routines of connection, whether it's every two or three months, you connect with someone that you met at a conference, so that you just keep that door open. Or if it's someone that you go, No, this is a person I want to connect with every two weeks or every month, you just set that parameter to say, Okay, here's what I'm going to do. But those routines of connection, no matter what, not when you have a problem, not when you have something great to share, but just checking in.
Pua 43:00
Yeah. The other thing is, I think people are afraid they're bothering you, right? I might, you know, Kari told me I could reach out to her any time, it's not that big of a deal. I don't want to bother her with this little thing. Right? And you if you had known that you'd been like, Why didn't you call me? So, having yeah, having regular touch points, I think alleviates that as well.
Kari 43:19
I think with clients too, right, like I think today was actually the last session of our group coaching program. And I was able to say to the audience, like, if you have something amazing that happens, and there's a little voice inside your head that goes, I'd love to tell Kari about this. Please do. And I said like that lights up my day, that's my favorite thing is to get a little win message from one of my clients, even if it's been years. Like, please do that. If you run into a challenge, and you're like, oh, gosh, like I just need this resource, right? I just love to know, a little bit. I'm like, please email me. Like, I think when we attach it and we say, Okay, here's what I do want, here's how you can stay connected, then it alleviates some of that doubt to say, Well, is this okay? Is this not okay? Like, how does this work? And then I also set some boundaries on the other side. So, if someone sends me a long email and says, Oh, I need all of these things. Now it's on my side to say, Okay, would you like to book a session? Or would you like just five minutes of feedback? Right, but I get to decide that. I think that's where the dance of those relationships comes in. But I think the clearer we are I you know, I think it's a Brene Brown quote, right? She says all the time clear is kind. Yeah, and I think there's so many things that we could be so much clearer on, you know, what's okay and what's not okay if you want to send me a text and tell me how amazing your year has been? Like, please do that. Yeah.
Pua 44:51
Yeah, that's beautiful. And I just from hearing you and meeting you and listening to your podcast. It feels genuine, you know, I think people sometimes you're like, Yeah, keep me posted. And may or may not mean it. But again, that's not clear, right? Like, thanks so much keep me posted, doesn't feel like a genuine offer where you're like, This is literally the best part of my day, please give me great days, like, I want you, I invite you to share that with me. And so I think you're right, being clear being genuine. It's all very energetic, and you can feel it. And I think if we are able to tap into that intuitive, like, understanding of something that's authentic and genuine, which I feel like as humans, we moved away from and we are starting to come back. There's a lot of guidance around that and just encouragement for us to reconnect with our intuition. And I believe that that's going to help us to differentiate between the offers that are sort of empty and those that actually are meaningful.
Kari 45:55
I truly hope so. I think you can feel it, you can feel it when people are like, Oh, no girl, I got you or right, I know what that feels like to be in that situation. And to just be there and listen, I think you can feel when it's authentic. And I'll be honest, like this is one of the challenges, I was really reluctant to actually to even call myself a coach. Because I thought the industry was so saturated with people who I don't always know have the best intentions. I think there's some time selling things for a ridiculous amount of money that don't have value. And so I really pulled back, I wanted to be called something different. And then I came up with all these fancy titles that nobody knew what they meant and ended up kind of right back where I started. But I think in the end, it comes back to you. It doesn't matter what you call yourself. It doesn't matter what service that you provide. It's are you representing what you can truly do? Are you not, you know, over-representing yourself selling something that secretly in your own gut, you know, you're not, there's a difference to me between imposter syndrome is you are, you've got the skill, you've got it. You just aren't comfortable in that outfit yet. Versus I think there's a different side of that where people are overselling something that secretly they know, there's no value there. And I listened to a podcast here about two weeks ago. And I always laugh, you know, what, do you ever talk back to podcasts?
Pua 47:29
All the time.
Kari 47:30
We're listening. And I'm like, what did you just say? And then I rewind it, and I'm like, Oh, my gosh, I can't believe you said that. And then I so want to phone them. But I heard this thing like that. It was all about marketing. And they were saying it doesn't matter. Even if you have a terrible product. You just need to keep selling it to people that even if it's terrible, you will find five out of 100 people will buy. I'm still worked up about it. Because I'm like, that's the worst advice ever. Like no.
Pua 47:58
Ever. That scares me that that's out there.
Kari 48:00
And I think you could have saved yourself 95 phone calls and terrible reviews, and a really hard business plan. If you would have just focused on creating something amazing, from the beginning, sell it to two people. And if they think it's amazing, they'll tell people, and then you just grow from there. Like, I don't think it's that hard. And I was just mind-blown that this, I mean, this was a top 10 podcast on Apple podcasts. Like, it was a big thing. And I thought we can't be here. We cannot be having this conversation. Please don't listen.
Pua 48:42
Oh my gosh, yikes. Well, thank goodness for you. And I hope that this becomes a top 10 Apple podcast and people listen to it. And they're like, Oh, I know what she's talking about. I'm glad that I didn't listen.
Kari 48:55
Right? Pua and I are gonna like go to the top and be like, listen.
Pua 48:53
Right? Just starting a revolution.
Kari 48:56
Give great service.
Pua 48:58
I love it. It's really it. I used to work for Yelp. And people would come up to me all the time. They're like, we hate you. And I'm like, Well, thankfully, I didn't invent this. It's just my job. So sorry. And if you give great service, you're gonna get great reviews. I know, it's not that easy. I know. It's I know that Yelp has. I actually like less of a fan, especially as a business owner. But I like if somebody had a bad experience, honor that and help to make it right. Don't get mad at the platform. Right?
Kari 49:29
Put your concerns where they need to go. And you know what, I think that's such a valid point to like, people who will take time out of their day to write a terrible Yelp review are probably not that happy, and what I love like even with Google reviews, how you can click on the actual reviewer and see what other reviews have they left because if maybe they only give one-star reviews. That's the only thing that gets attention in their life. But then I'm gonna push other people like if you have a decent experience, the way that you change that algorithm is don't let the people who are constantly giving negative reviews take the platform. Like it's kind of up to us. And I think as small business owners, it's one of my favorite things to do. Like, if I go into another business where I'm happy with the service, I'll let them know. And if they have created a situation where maybe I'm feeling a little disappointed, or I wasn't super happy with it, I will also take time out of my day to try to let them know without slamming it all over social media or creating a Facebook post or anything. Because I think you know what, no, I know this is hard. It is hard to be in a service-based industry. So, let's just support each other. So, I think like as small business owners, that's like such a simple thing that you can do. It doesn't cost you anything, just leave a decent review for people so that you're shifting that algorithm. And I wish more people, I just wish there was more data. Because I think the results are skewed.
Pua 50:56
Yeah, feedback is data. That's beautiful. Well, I would love for you to share one more time, how people can connect with you, share your podcast, how they can learn more about what you do. And if they're interested in joining one of your programs. Yeah, tell us all the things.
Kari 51:15
Absolutely. So, my podcast is Be The Anchor the podcast, and it's available on all major platforms. My audience for that is primarily small business owners. We're talking about it all, the challenges, hiring, delegating, mindset, all of that. And then my website is betheanchor.ca. And that's where you can find out more about the Anchored Leadership Academy. If you want to book an inquiry call, we can just chat. It's low-pressure, just find out if it's a good fit. And the next cohort will be going through starting in March. So, I'm really excited about that. And yeah, you can find me on Instagram, LinkedIn, Facebook.
Pua 51:54
Beautiful. Thank you so much. We'll put all that in the show notes. And it was an absolute pleasure to chat with you today. I truly look forward to staying connected for real. And yeah, thank you for what you do.
Kari 52:27
Well, Pua you put out the offer, as soon as you said, Oh, I'm in Hawaii, and just started sharing a little bit about that. I'm like, Oh, God, I'm the type of person that you will see me it might be 10 years from now. But yeah, I just so appreciate the opportunity to connect and for allowing space on your podcast today because you just have such a beautiful way of making me feel welcome and just sharing such a great message, and love your energy.
Pua 52:38
Amazing. We'll do round two in real life when you come here.
Kari 52:40
Yes, let's do it. I would invite you here. I don't know how attractive freezing weather and snow is to you. But you are absolutely welcome to come this way as well. And it'll just be a little bit of a different experience.
Pua 52:52
I need to use my jackets. My jackets and my hats and my scarves like yeah, we don't use those here. They are just collecting dust. I'll be there.
Kari 53:02
Sounds awesome.
Pua 53:03
Awesome. Thank you so much. Kari.
Kari 53:05
Thank you so much.
Entrepreneurs and course creators often find themselves contending with the challenges of launch delays, a common hurdle for many. Pua takes a deep dive into the intricacies of why these delays occur and how perfectionism, coupled with imposter syndrome, can impede the path to a successful launch. By shedding light on the impact of these psychological barriers, she underscores the significance of overcoming fear, embracing failures, and initiating imperfect launches as essential steps toward building resilience.
Pua advocates for embracing imperfections and learning from inevitable failures. Drawing from her own experiences, she emphasizes the importance of prioritizing content quality over external perfection, urging creators to focus on their message rather than getting bogged down by technical details. The podcast also touches on the pitfalls of involving friends and family in beta launches and suggests a middle-ground approach to gathering feedback while managing expectations. Pua concludes the episode by expressing her heartfelt wish for all listeners to achieve success in their launches and provides guidance on the path to attain that success.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
Pua 00:00
Through perceived failures, we often learn the most, we improve the most after them if we're able to. If we're able to take that as feedback, right and not let it emotionally derail us. I encourage you to fail often and fail quickly and recover quickly.
Pua 00:22
Hello, and welcome to the Rebel Media podcast. I'm your host Pua. And today we are talking about, well, I don't have a name for the episode yet. But here are the sort of keywords that are coming to mind as I think about what we're going to chat about today. Perfectionism, upper limits, launch delays, self, and these are like launch delays within our control, not like oh my gosh, I was going to launch with a webinar and my power went out or my email list. Like, there are reasons to delay your launch. Today, though, we are talking about why a lot of entrepreneurs and business owners and course creators and even product people tend to experience this phenomenon right before their expected launch. So, we work with a lot of people, obviously, online course creators are the bulk of our clientele. And there's usually a launch date for your program. This launch date could be based on several things, right? You could base it off of an auspicious date that you like, you could base it off of something that correlates with the subject, right? So, whenever we think of, or whenever I think of special days, you know how there's like National Donut Day, National Go Outside and Hike up a Mountain Day? Well, there is National Rhino Day. September 22, wait, let me Google this. Is it Rhino? Yeah, national Rhino Day. It's September 22. World Rhino Day, okay. It's world. It's global. It's not even national. So, this is like, let me back up. In the past, I was a part of a nonprofit organization called the Wild Aloha Foundation. I co-founded it with a couple of friends of mine. And we focused on having events to raise money for animal protection, the preservation of species, and the whole reason why we started it is because the co-founder and I who are high school classmates are obsessed with rhinos and like we need to save the rhinos, guys, rhinos are going to become extinct if we don't do something about it. And so we would, you know, share, like if there was an organization that was protecting the rhino in South Africa, or Tanzania or something, and she would send it to me, and we would donate, you know, $10 or $20. And it felt like nothing, it felt like we weren't even helping. And I know every dollar counts, everything, everything helps. But we just really wanted to be able to make a more impactful donation. And so we would have these events and every event had a dedicated animal and beneficiary. So, we would switch between like local causes like wine monk seals, and sea turtles. And we would have an event for that. And then we would have an event for something national, like rhinos, or pangolins, or anything that's trafficked, abused, poached. Anyway, this is not about me, this is not about the foundation. But what I'm trying to say is we correlated the event in September, with National Rhino Day. So, we would always have it as close to that day as possible. Woah, I really went off track here. Thanks for staying with me. So anyway, my point is, you typically will have a launch date for something that you're working on. Wow, reeling me back in. So, the entire reason why I'm talking about this is a lot of times right before we get to that launch date, we tend to start, like nitpicking and it's good, right? So, you know, I was working with a client, and he had just, he, he is not the client, the type of client that I'm talking about today. But he launched his program. You know, we spent about three weeks moving his course content over to a new platform and testing, designing the platform, branding it, and he brought his clients and he switched them over. And as he was in that process, or like the hour before, we found a bunch of things that needed to be fixed. And we went in and we like we fix them and that was sort of like the urgency around those final rounds of testing are the things that we may have missed in QA. So, there's that style, the other style is right before you launch, you all of a sudden find all of these things that didn't matter to you before. But now they are so important to you. So, people who are, right, you're about to launch. And all of a sudden you start testing and testing and testing and finding all of these things that you didn't find before. Or right, that's, that's good. We should test, we should test a lot. And then once we launch, we should keep testing and then we should ask for feedback. But the more problematic situation is when you all of a sudden decide you need to make all of these changes. Oh my god, you know what? My brand colors don't actually reflect who I am. Would you mind going back into my website and changing everything that was green to purple? I just liked that better. And then I'm gonna have my designer change my logo. So, we're gonna have to change that everywhere. I just, you know, I don't want to launch with something that doesn't feel aligned. Okay, cool. We'll change everything to purple. And then we're good to go. Okay, great. Actually, you know what I'm thinking about it, I think I'm going to rewrite my welcome sequence, how hard would it be to reschedule my webinar that I'm going to launch with, just to make sure that everything is good, you know, and we get stuck in this kind of, like cycle of perfectionism. And a client of mine, earlier this week, we were talking about this, and he was like, Oh, my gosh, perfectionism is procrastination in disguise. And it's so true. So, let's think about this. Let me look at my notes. Because I did outline this in a way that was very sequential, but I'm already totally off my notes. What is that called? Here are my notes. We want our entrepreneurial ventures to be perfect. But what happens when the pursuit of perfection becomes a hindrance rather than an asset? I really liked that. Okay, so let's think about this. It's okay to want things to look good. It's okay to want things to be impressive. First impressions are very important. I'm not downplaying that fact, at all. However, if we think about something like an online course, or like a product even, and we look at other people in our industry in the same space that we're in or even different spaces, look at what they launched with first, perhaps look at cars, okay. Automobile Manufacturers come out with these new versions of cars. And like, have you heard of a recall where the brakes stop working, or cars start catching on fire, like, these are life or death situations, and these automobile companies still put the car out there into the world. And then they got the feedback, right? Something happened, it wasn't perfect. And they recalled it, went back to the factory and fixed it. Okay, Boeing, two weeks ago, the side of a plane on an Alaska Airlines Flight fell off. And now there's all of these things that Boeing owes. They skipped quality control, blah, blah, blah, blah. Really? Like these are the things that should be perfected before they're launched. And even these people launched without perfection. Now, in those situations, like so not okay. But in our situation where we're launching a course that might have a color that's a little bit off, or a sentence that we might want to fix later, those things should not stop you from getting your product and service out into the world. Right? Perfectionism also doesn't really come from you wanting your client to have the best experience, sorry, you already want that or you wouldn't be an entrepreneur, because entrepreneurship is so hard. It is so incredibly exhausting, sometimes and challenging. And, you know, most entrepreneurs, I know, we're broke for a while. There are all these reasons why we probably shouldn't be doing this. But here we are because we love it. And we have that sort of rebel tendency where we have a solution that we want to get out into the world and we know that it's a good solution. And so we are sacrificing all of these aspects of our life in order to get it out there. That's why we're doing this. So, if you didn't care, you wouldn't be here. So, let's not lie ourselves. Let's not fool ourselves into thinking that you're trying to be perfect to provide a perfect experience. You want to help people, you want to make the world better. So, perfectionism is about you. It's about your fear of failure. It's about your fear of negative feedback. It's about you feeling like you aren't good enough, you have that impostor syndrome bubbling up inside of you. And you need to make sure that this thing is perfect. So, people don't see your imperfections. I know it's a tough pill to swallow. I just want to be real. I experienced this too. Like, I'm not saying this because I'm perfect. I'm not. I mean look at this podcast. Seriously. But it's, you know, I think. And the other thing, too, is right, if we put ourselves out there. And nobody buys this thing that we've spent so many hours building, it's not just an emotional hit. It's not just a loss of all of that time and effort. It can feel like a business loss, like you expected to make these many sales to bring in this much revenue to you know, recoup all of this time and effort that you've put into this. And you didn't, right? That's a legitimate fear. And yet, still not something that should stop you from launching. Because when you don't launch, you're also making $0. Right? And the reward, the payback, yes, hopefully people buy it. Hopefully, it's successful, and you can bring in some income from this effort. And if you don't, the real loss is not, it's like sitting in your quote, unquote, perceived failure, and not looking for data to collect, not getting feedback. Oh, I saw that you. You liked my post but didn't buy, can I ask you why I'm just looking for some feedback to improve my launch for next time. Asking for feedback can be difficult. It can force you to sort of put your tail between your legs and do the thing like, talk to people, like we talk to people? No, I don't want to do that. Right? So, I get it. But at the same time, like, you got to launch the thing. Because if you have this phenomenal course, or this incredible product or service, and you've been talking about it, and people are like oh my gosh, this is great. This is life-changing, you're going to change lives, you're going to help moms, you're going to help dads, you're going to help, you know, students and kids and whatever whoever your target audience is, by you not putting that out there. You are speaking into the universe, that you don't think that your product or service is good enough to help. If you believe that this will change people's lives, then you must take action in order to show other people, yourself and the universe that you believe that this is something worth buying. Okay? Okay.
Pua 13:18
So, this is something I see a lot, like a lot, a lot. And it comes through. So, my team and I build online courses, we build websites, we build funnels, we build landing pages, email sequences, all of these things to help you sell your stuff. And we work very closely with the business owners, we get to know you and your business deeply. We often feel like we are an extension of your team. Which is it, kind of is like, what is that word, schizophrenic? Like, I'm a realtor today. I am a business coach tomorrow. I am a life coach. I am a fitness coach. I work with a lot of coaches. But it's so interesting because we have to put all these hats on and sort of research these different industries and businesses and clientele in order to properly build. So, you know, it is a little bit of like, perform. We're like performers, we jump on a call I understand your market, jump on a call, I can speak your language. So, anyway, it's a thing. It's really fun. And when we get close to launch, things can get a bit tense. And I say that gently. And you know what, I'm just gonna come out and say it like sometimes I feel like our clients get frustrated with us and we get frustrated with our clients because they're all of a sudden, asking us for all of these things that over the last few weeks or months weren't necessarily important. They weren't an issue. They weren't anything that seemed important to the client and all of a sudden is the most important thing and must be changed right away. And for us, we're like, Oh, my God, where did this come from? Like I don't, and maybe the clients launching tomorrow. And so, you know, our team is very balanced, we have a lot of projects that we maintain. And I always make it very clear to our clients that we don't, we can't with integrity, promise, immediate responses and immediate action on the things that you're asking of us, with a few exceptions, right? If you are literally launching in five minutes, and we are supporting you with this launch, and helping you to manage your tech for the launch, of course, we're going to be there. And we're going to be, you know, flipping switches and pulling levers. But in general, we do need a little bit of time to execute on things, a day or two, you know, I'm not talking a week or two weeks. And yet, like when we when it gets up to that like right before launch, when all when we've tested, things are good, things are stable, we are ready to open the doors. And then all of a sudden, all these changes get submitted to us. And they're not done right away. And the clients like what's what's going on, oh my god, I'm in here, I'm looking at the website, it's not changed yet. And that is perfectionism, that is imposter syndrome. That is the clients need to feel like everything is so buttoned up, and so perfect, that they're going to start to see holes that may or may not actually be real, and have this, like urgent need to have them fixed right away. And it creates a very sort of, yeah, it creates tension. And it's not bad. You know, we've never had an experience that we aren't able to resolve. But I do want you to be aware of this because it does matter. If you have a service provider that you're working with and, you know, it matters how you speak to them. It matters how they speak to you, it matters, how you approach your pre-launch phase with them and with each other. Again, we're human, it happens. And you know, we've experienced it before, we will experience it again. But just something to be mindful of because I think sometimes people just don't understand why this is happening. And now that you have this awareness, perhaps you'll be able to take some deep breaths, launch, quote-unquote, imperfectly, you know, put your best foot forward but know that the act of launching is going to help you improve things better, faster, and, you know, with greater strides than you nitpicking right before you go live, right? We're also human, this is also an evolution, it's a muscle that we have to sort of train and practice. And this is very common with content creators. So, if you are aspiring to create a YouTube channel, this is huge. This happens all the time. Okay, so we have I like to follow a YouTube channel called Think Media. And they've been around for a long time. They are sort of leaders in the content creation space, they coach people on how to launch and maintain great YouTube channels. They are also really, really savvy with gear and cameras and tech and all of that. I think they were a videography team. And now they do like tech reviews and camera reviews are really really great. Sean Cannell and his team. So they, one of his mottos is just hit record. Think about that. Now. If you were to walk outside, and you're like, oh, I want to be a YouTube creator, I want to be a content creator, I want to have like 100,000 followers on Instagram. How do you do that? You create content, and you post it and you put it out there. And you do it consistently. You do it every day, you do it multiple times a day it becomes your life. Now, how are you going to create that much content and be able to put all of that out there? If you're stuck in a wheel of perfectionism and impostor syndrome? Look at these influencers. Look at all of the videos that you see posted on YouTube and social media. They are not perfect. In fact, the ones that do the best are the less perfect ones, right? The people who have great comedic timing who just hit record and film themselves walking outside down the street, I just I truly believe that the more you can practice your launching, the more you can practice putting things out into the world, the easier it will get in the less you'll feel like you need to tweak every little thing. Before we're talking about content creators real quick. Let's think about how people consume the content. The same thing is true for your online courses or your product. How do people and products I think are a different beast like those are something physical that people are holding the whole product review space, Yelp, not so much. That's a whole different beast as well. But like Amazon reviews, Google reviews for a product that you can take a picture of, if it's broken like something, I do think perfecting a product is more important, perhaps, than perfecting a something like an online course or content or social content. Probably going to get a lot of heat for what I just said. Hopefully, you know what I'm saying. And I don't have to backpedal too much, but Okay, so if you're an online course creator, right, and you are really wrapped up in your gear, in your tech, in your environment that you are recording in and having a light and a DSLR camera that is connected by USB to your computer, and you want to get like the best mic. Let me tell you, this may look like a shore, but it sure is not. This is a FDUCE. It's a knockoff, it looks really slick. You see this right here if you're watching this video, which this is an audio podcast, so you're probably not, although I'm thinking of putting this on YouTube. So, if you're watching this on YouTube, you can see this right here. This is Sharpie that I blocked. I blacked out the the Made in China name of this microphone, because who cares? It works just fine. And I have a podcast, I'm not like a sports anchor. So, don't get wrapped up in your tech cake. Here's Okay, here's my point. I don't think that anybody who needs to listen to your course content is going to be nitpicking that you did or did not have a ring light in front of you, or that you did or did not have the most curated beautiful background. It's like, yes, have a professional background. If you have to do in front of a blank wall do in front of a blank wall, you know why, your content is king or queen, or neither or both? It's royalty, your content is what matters. Your content is what people are buying, you can always rerecord later when you've brought in some money and you can upgrade your tech. But without being able to teach people and guide people into the transformation or results that they're looking for. Nobody's gonna care that you don't have any of your fancy stuff. Now, when people consume course content, sometimes they're consuming it in the car, that means they're not even watching you. Okay, I, in the past, purchased a $15,000 course, that when I took advantage of the fast action discount, it was $9,000. Still, that is that's tons of money. I went into credit card debt for it, we can talk about that another day. I don't recommend doing that. But I did it. So, we can all learn from my mistakes, I'll do that in another episode. Now, that course was phenomenal. It was so expensive because their promise was that they could help you to recoup that money by utilizing their techniques and their strategies. Now, that is a sales tactic, again, that I am not super, super obsessed with but their entire course, was audio with subtitles, like across the screen. So, they would have this like, very, you know, blank background or, you know, some sort of stylized background and the words would just scroll. That was it, you listened to it. And then sometimes they did a screen share so it was a course that taught you how to utilize your essentially like fine-tuning your onboarding sequence and utilizing Facebook ads to bring people into your ecosystem in order to get them to buy. It was a really, really cool formula. And it worked like a charm like their content was phenomenal. And where I needed to watch a video they had a video and it was a screenshare, right? The people you, I rarely saw the people I saw them sometimes. You know, I think that's important. Show your face smile, like let people connect with you as a human. But again, don't get so wrapped up in your gear and you're perfecting like your recording because you're just keeping things from people. This podcast, I have said so many things, I have paused, I've said um a million times. And if it was my first one I would be like oh my god, do we need to go in and edit all of those things and maybe you do that maybe you don't? I'm gonna tell you right now you don't need to you know why? People are gonna listen to this podcast and hopefully, I'm hoping that they kind of chuckle when I say something stupid or make a joke of myself or talk to myself which is something that I do constantly because I am a podcast host of one. So, there it is right like that. So, anyway, you get my point. If you want to put something out there, if you want to help people, if you want to get a message out there, if you want to be a content creator, if you want to be an influencer, if you want to be a course creator, if you want to put a product out there, do it, launch it, and get feedback, improve upon the product or service or course or content, based on the feedback and launch again, that needs to be your cycle. The other reason, when you proofread your own stuff, remember back in grade school, when we went to school before the internet before chatGPT, when we had to go to the library to do research, like the good old days, right? Anyways, we could proofread our own paper five times and never catch the same mistake. Or never catch the mistake, right? Like, it's the same thing. If you're proofreading your own stuff, you're proofing your own stuff, you're testing your own stuff, you may not catch something that is important. And you might see things that aren't important that you get fixated on. The best way to improve upon your product or service is to launch, collect feedback from those who consumed it, iterate on that feedback and launch again, and let that be your cycle. Okay, if you have an internal team, if you're queuing things for testing for making sure that emails are deploying and that, you know, you don't have typos, that's great, I think you should keep doing that. But don't get fixated on the little details that don't matter that keep you from launching.
Pua 26:26
Okay, so let's talk a little bit about friends, family and beta launches. Oh, I'm laughing because beta launches have been around for so long, and they feel very outdated to me, I've never liked the idea of a beta launch. And here I am, once again, coming back around to something that exists for a reason. I think beta launching is important to do. Sort of like, okay, this is going to be sort of my personal opinion piece, and take it or leave it. Now. This whole podcast is that I hope you know that. We have helped people through all sorts of launches, we've helped people who have zero list, to build a little bit of a list, to launch to their friends and family to overcome that fear of posting on their own social media. That word comes up a lot. When you know, if you are new to business, you don't have a list for your business, you haven't collected email addresses. But you do have a personal network. And you're probably on social media. And if you're not good for you, but you probably still have a phone with people's contact. And you can individually call your friends and family and tell them what you're doing. You can send a Christmas card, you can send a mailer, like there are so many ways, if you really want to get this out there, you will figure out a way. So, there's friends and family really tricky, really, really tricky. So, our friends and our family want to support us, they want to follow us on social media and help us to get those numbers, they want to have access to your stuff for free because they told you that they'll give you feedback, and then they're so proud of you. And more often than not, they are not your target audience. And so they will likely either not use it at all, or not give you actionable, real honest feedback. They'll say, oh my god, this is so good. You're so great on camera, you, you know, this is gonna help so many people. Cool. Thank you for the ego boost. What constructive feedback do you have that I can use to make this better? Oh, I don't know. I mean, I'm not a parent. So, this is for parents, and I'm not really sure what they need. Okay, great. Thanks so much. You know, it's like, be selective. and honor them, be grateful for their support, if they want access to it, don't sweat off your back, give them access. But just know that if you are doing a launch, and you're discounting it or giving it to people for free, that you may get less feedback from friends and family especially, or anybody that's been opted in for free, versus having to pay even a little bit. And the feedback won't be as good. Now, if you are feeling like you are not in a place where you can launch this at full price, or you do want to get a little bit of feedback and make some adjustments based on that feedback before you do a big launch. And the difference between this could be beta launching to an existing list versus a public launch with ad money behind it. Right, because you want to make sure that you are sending ads for a good product. I totally understand that. You can do a launch where you tell people, hey, this is something that I just created. And as my inner circle, aka my email list subscribers or my social media followers, I would love to provide you with access to this product for 50% off something that I won't ever offer again. And all I ask is, I would love any feedback that you have, as you go through the program, and a testimonial, either written or video, at the end of the program, you're going to be in a cohort together, I'll be there every step of the way with you. This is a one-time and once-in-a-lifetime opportunity where I'm going to personally guide you through the program, live calls, you know, whatever that looks like for you. I think it's worth doing, A. because it removes the pressure of that being this full launch and you get to tell people, Hey, this is new, there might be mistakes, there might be holes, there might be things that are broken and things that you don't understand. We've done our we've put our best foot forward to put something amazing together, and we need you to help us to get it to the finish line. That to me feels like a really, really solid, middle ground. For anybody who feels like you just can't get past the perfectionism. Like, you're like it's just who I am. I just can't put anything out there that I don't feel good about how do you feel good about it, you have real people get real results from it, that will tell you that it's good. Right? If I am a fitness coach, and I have a program to help people who work nine to five desk jobs to be more active. And you want to find your measuring stick, right? What is that? What are your qualitative and quantitative before and after metrics that you can use to assess the results and the transformation of the clients that go through your program? So, for something like this, I don't even think it would be weight loss, they might also lose weight along the way, which would be cool. But I think it would be you know, how are they feeling? What are their energy levels like? How does this affect their relationships, their family time, their productivity? And so having them maybe, you know, on a scale of one to 10, how productive are you at work right now, before the program? At the end, on a scale of one to 10? You know, we've implemented things like quick morning walks before work, walks after lunch with your co-workers, do a 20-minute visit to the gym after work. I don't know this is I made this up. But it's worth having those types of results. And I highly recommend if you do have a course, to do a pre and post-assessment and have these metrics available. Because they're very helpful in case studies, they're helpful to call on for writing your website copy, for social media graphics, and social proof, and just think it's a very, very good idea. And it will help you to understand that you have created something that works. You've created something that is impactful, that makes a difference in people's lives that brings them the results that they desire the results that you've promised, right? So, all right.
Pua 33:14
I'm pretty sure that was the majority of what I wanted to share. I just, I want so badly for you as a creator, as an entrepreneur, as a business owner, as a human, as you know, somebody who's part of a family and a community and yeah, just someone on this planet who is trying to do good things. We don't need to create more frustration, more tension, more self-doubt. I want you to feel empowered, I want you to feel like you're here for a reason, you're doing this because you are called to. And it's worth putting it out there it is. It's it's worth the, oh gosh, am I even gonna say this? I am. It's worth the potential failure. And I see this because through perceived failures, we often learn the most, we improve the most after them if we're able to, if we're able to take that as feedback, right, and not let it emotionally derail us. I encourage you to fail often, and fail quickly, and recover quickly. I know a lot of people who follow sort of like Guru launch plans, which exists because they work there. They exist because they're good. And a lot of times their first launch flops and their second launch flops and that can be a very sort of, I can't think of words today. What is that? Is that? Is that brain fog? Um, and I haven't fasted my brain should be firing. Not disappointing. I mean, disappointing. Yes. discouraging. That's the word. Who wouldn't be discouraged if you have multiple failed launches in a row? Now, if you are able to collect data and able to see where in these launches were you hitting your goals? And then where do people fall off? Right? If it's a webinar, how many people even saw your stuff? If you have no list yet? Please don't feel bad about a launch that doesn't get any sales. We're building, we're learning, right? So, my point is, collect the feedback, collect the data. Assess what needs to be changed, iterate and launch again, right? Yes, it takes energy. Yes, it takes effort. Yes, it takes resources, time, money, sacrifice, right? So, be smart about it. But don't not do it. Okay, how many more ways can I say that?
Pua 35:49
Awesome. I'm going to wrap it up here. Thank you so much for being here. Thank you for being a rebel in business, doing what you do, following your heart, following that calling that you've had to get you to this place that you are today. Please share your story. Share your story with the world, share your story with me if you want to. Follow me on Instagram that is my social media platform of choice @RBL.media. And I am going to be starting a YouTube channel for real, probably putting some of this long-form content on there and also exploring YouTube shorts. I know YouTube's been around for so long and I've dabbled in it here and there. Maybe this is another dabble and maybe this is a forever but I would love any tips that you have, any guidance that you have around growing a YouTube channel. I'm starting from scratch again. So, you can also find me on YouTube at RBL Media. And as always, keep crushing
Welcome to the inaugural episode of the RBL Media Podcast. In this debut installment, host Pua engages in a dynamic conversation with Tiago Faria, a seasoned marketing expert. Join us as Tiago imparts invaluable insights into the intricacies of effective communication and the continuous refinement of marketing strategies. Tiago stresses the importance of engaging with people to understand their challenges thoroughly, advocating for the use of their language to craft compelling marketing messages. Drawing on practical examples, he encourages businesses to conduct interviews with potential clients, leveraging these conversations to gain valuable insights into client frustrations and urgent problems that need solutions. Tiago emphasizes the need for continuous refinement and evolution of offers based on client feedback, highlighting the pursuit of delivering exceptional results.
Transitioning into the realm of referral programs, Tiago and Pua address the challenges associated with referrals and offer actionable strategies for successful implementation. Tiago underscores the significance of cultivating active relationships when seeking referrals, providing a step-by-step approach to capturing attention and fostering a culture of enthusiastic advocates.
The episode delves into the power of genuine conversations, stressing the importance of contextual timing in transforming potential clients into valuable referral sources. Tiago shares his personal journey of overcoming content creation fears through a transformative 90-day challenge, emphasizing the enduring benefits of acquiring skills that would typically take years to develop. This episode serves as a comprehensive guide to effective communication, marketing refinement, and the strategic implementation of referral programs.
About Tiago Faria
Tiago Faria, a former Google employee turned business mentor, is based in Lisbon, Portugal. Tiago focuses on the health industry, employing an anti-marketing approach to simplify processes. Passionate about authentic relationship-building, he guides businesses through effective referral programs and transformative content creation. Leveraging his wealth of marketing expertise, Tiago assists clients in overcoming challenges and gaining confidence in their marketing efforts.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Tiago Faria:
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Transcript:
Tiago 00:00
Make sure that in every interaction you have with people, you do the task, and you do brainstorm about who else you can help. Not only interactions with clients, maybe also with your friends, with the networks, with the connections get in the habit of doing that. What's the worst thing that can happen? Nothing.
Pualena 00:20
Welcome, officially, to the Rebel Media podcast. I am thrilled today to be chatting with Tiago Faria.
Tiago 00:30
Awesome, perfect.
Pualena 00:31
Did I do it? Yes, incredible. We just met and I took a peek at your website. And I just kind of, I have a million questions for you. And I would love for you to just give us a brief introduction to who you are and what you do so that the audience can also get super excited for the conversation that we have coming up in the next hour.
Tiago 00:55
Yes, perfect. Thank you so much for having me. It's a true pleasure and honor. It's amazing how how we're gonna interconnect. We're just chatting offline. You're in Hawaii, I'm in Lisbon, Portugal. This is insane. That we're here. And we're going to have some fun. Yeah. So, my name is Tiago. I'm from Lisbon, Portugal. And I'm a business mentor for in the help industry. So, I help coaches, consultants, mentors that want to help others succeed in some sphere of life and business. And I'd love to adopt the what I call the anti marketing method, because I myself, have had been struggling with, you know, the shiny objects and losing myself with Google ads. Because I started I worked at Google for eight years. So, I came from that background. And when I started my own business, I hit against a brick wall. Because you know, I was trying to do overly complex things for my own business and my clients with funnels, ads, and all those crazy things. And it was not working because you know, consulting, very huge corporations that are overly very proven offers that they already have, it's very much easier than creating your own business from scratch. So, I was, you know, for three years, I was struggling with that. And then adding with the fact that I was already exploring many of those gurus that are, you know, showing you multiple, fast tactics and amazing tricks that will work from night to day. And I've been trying to simplify my processes for both for myself and my clients. And it wasn’t until I read this book from Mr. Jay Abraham, getting everything you can out of all you've got focused on this last sentence all you've got. So, I started thinking, Okay, what do I have? What do we all have at our disposal ready to start, you know, creating an amazing business and sustainable and fun business? And I figured out that we all have contacts will have contact list of previous clients, leads, we all have a friends list, we have an audience, we have a network of people that could be potentially highly networked and connected with each other. So, I started simplifying and finding ways to okay, how can I leverage everything I have in my own world, to forget about all the complex marketing strategies and just focus on what we have to create an amazing business. And that's how it all started. So, I started doing it for myself, leveraging my contact lists, talking to people around me, talking to my previous clients, etc, in order to not only collect valuable information for them, because when we start creating our offers and our businesses, we stay in our own mind, and we try to create everything from scratch and then launch it to the world. And then sometimes nothing happens when we should be doing the opposite. We should start talking to people around us that are valuable potential clients, asking them questions like, What are your main frustrations? What do you been through? How is it day to day for you? What is your main objective, how has it been lately, if we talk to people we collect extremely valuable Intel, that afterwards, we can use to create our own offers and reflect what people actually want in the market. And just the fact that you're talking to people around you opens up many doors, you collected valuable data, you can go back to them and say, Hey, I just created this amazing program that solves the program problem that you told me you had, maybe there's a match here, so leveraging your current connections, and offering your program to people who need it, but also to people who don't need it. There's also another solution, which is leveraging referrals, which Jay Abraham defends strongly and I really love this creating proactively referral program and incentivizing people around you to send you clients, and then you offer a commission or a fee for that. So, you can basically overall, you can leverage everything, all the people around you, to help them help you create your own offer, give it to people who need it, and also for people who don't need it. Everyone needs money, everyone loves to help each other. So, we can also leverage our contact lists and audience lists in that sense. So, that's the basics of the anti marketing method.
Pualena 04:41
Beautiful, so you are a rebel, and what you do. Because you came from the marketing world and you were like, Ah, I think that there's an easier way. I think there's a more approachable way especially for new entrepreneurs. Like anybody listening to this, who has thought okay, I'm going to launch my business and the first thing I'm going to do is make a website. And the second thing I'm going to do is run ads to my website. That is so common. Everyone's so when do we start Facebook ads? How do I run a Google ad and I'm like, hold on, let's get some results for you? Let's get some clients through the door. And we do have so much at our disposal for little to zero cost. And that is such a smart place to start. I love your approach so much and I would love to dive into that. And I don't want to forget to loop back also to referrals, because I think that's also super powerful. And I have a few questions for you on that, too. So, from somebody who came from Google, and you've seen the power that that platform has to connect people, and if you pay Google enough, they'll put you at the top of the list. But share with me a little bit more about the success that you've seen for yourself and your clients doing things the more organic route and taking a more sort of hands on personal intentional approach to bringing people into your business.
Tiago 06:09
Yeah, absolutely. So, as I was mentioning before, it all starts with, okay, being very clear about who you actually want to serve, like your niche. I don't know if you say in the US niche. So, who exactly are you serving? What is the person and what is the specific problem that you are trying to generate a transformation for? Right? It all starts there. Because if you've got it very clear, all the rest becomes even more simpler, your communication becomes simpler, you know exactly who you're talking to. Selling to those people becomes very easy, because you know, which points to touch. Exactly. And also delivering your programming services becomes easy, because you know, exactly the path to deliver from A to Z. So, it all basically starts there. And by that starting point, everything gets unlocked. And what I like to do with my clients is okay, so what do you have a list of clients, you have a list of leads, let's let's reach out to them and interview them. So, the first thing to do is schedule an interview with five to ten people around you, very simple. Just you can post on your social media if you want, or you can send a message saying, hey, I want to create this new program around this specific topic. And I'd love to have your feedback, I would love to have your opinion. Do you have 10 to 15 minutes for us to book a quick Zoom call? And you'll be surprised by how many people say yes, it's very easy. Yes. People have to give opinions. People have to give help to who they know, or they have to, you have to have some sort of relationship with those people, right? And it's going to be very easy. Yes. And then during those interviews, the goal is to really ask those questions to uncover like, what are the frustrations? And what does it feel like to get the emotional language, emotional words, because those are the ones that we will later use in our marketing and communication, that will resonate very easily with those people, right, we're going to use the same language as our potential clients. So, you don't have to really sell too much. Because you're basically saying, Look, you have this problem, and I know how to solve it. So, it's an easy match. And the fact that you have a very clear, specific niche helps you do that. So, for example, if you are a relationship coach, and you position yourself as just a generic relationship coach, or whoever comes is a good point, it's very different than you say, Look, I'm helping men that are on the verge of divorce, and I help you turn it around, and you know, have an amazing marriage for the rest of your life. So, it becomes very clear exactly who you're talking to. And if you interact or interview those people, you get all the amazing language that they wish to have the things that are suffering day to day, what actually keeps them awake at night. And so it's amazing what it can uncover. But it seems like a very easy thing to do, right? Just talk to people around you. But we don't do it because it's too easy, right? It sounds too easy. It's very easy not to do as well, right? And some mistakes that I've been doing. And it's a mistake I've been doing for too long. And now it completely unlocks everything and my clients feel the same. So, it's an exercise that is most of the time it's transformational. Because oh my god, I never really talked to people around me about what how they feel and how they felt working with me, etc. Those interactions, you know, unlock multiple opportunities, because you get the language, you can sell it back to them a new program, you can ask, oh, by the way, do you know anyone else who will be interested in this? So, just tapping into your current clients and previous leads, like it's already you can unlock three, seven, ten people into your world and become amazing clients. But not only that there is the contact list of your clients and previous people you've worked with. But you can do the same in your audience. So, if you have a following on social media, most of us already have at least 1000-2000 people. I'm pretty sure that you already have three to seven people that are ready to buy now your new offer that you never communicated in a specific way before you ever told them that you had something first sale, right? And the way I like to do it is using those kinds of hand-raising posts, where you say, I'm looking for like five people who want to reach this goal. So, if you're this, this, and this, like if you have those specific characteristics that qualify you for a good client, then just send me a message or comment below from some word. And that gives you the excuse to start conversations, again, like to talk to people. And then you can uncover through chatting, like cause what do you make for problems, what I've been trying to do that didn't work. And then it's an easy way for you to then Okay, after that, after the conversation, you can bring her to your worlds have a video call, show your program, sell to them, become clients, and then leverage referrals again, even if the person says no, referrals are always there for you to tap to make business. Either way that it happens. So, if the person says no, okay, totally understand this is not exactly for you. But by the way, do you know anyone who this will be a great fit, actually have a referral program that will, you know, give you a commission? So, there's all the all these things that we could play around with, using everything we have at our disposal, but just leveraging it in an intentional way, right? And be very strategic about the way you approach people. And, and don't take no for like, Okay, I've just lost his client, screw this. No, just take it as okay, it's not a good match for this person. But maybe she knows someone will be interested. So, this positive approach really makes your business start growing faster, without needing ads.
Pualena 11:31
I love that. Yes, I love that. It seems that you have a very, sort of formulaic and simple approach to business growth. And it can be applied to anybody in any industry. Right? It's that sort of like a centralizing to the things that you have already, the things that you need most. And what I love about that interview process is, you're so right, we often operate in these silos where we kind of, we know what we know. And we think that we can describe the problem because we've probably gone through it, and we've studied it, and we have all of this language that we use to talk about it. And oftentimes, that language loses people, because we're using terms that they're not familiar with, or that they don't resonate with or there's a coach, I think this is James Wedmore that says this, I could be wrong. And he says, sell them what they want, give them what they need, right? And that's like using their language to connect with them to create that sort of relational dialogue, or I guess, if you're having a conversation, where you can say, like, instead of, do you need to, I always use fitness as an example. Because I think it's fairly relatable, right? I used to be in the fitness space. And we used to teach high-intensity interval training, which if you have no idea if you're just like, I just want to get healthy. And you're like, cool, are you ready for intensity interval training? And they're like, Nah, whatever that is, I don't want to take it. Yeah, so I love that approach. And something that you said, it really resonated with me from a content creation perspective. Because something in this web design world that took me so long to wrap my mind around was, Why can't people write copy for their own business? It is so difficult to write your own bio, to write your own mission statement, to write your own sales pages. And that's a sticking point for so many people. And I think it is because we are too close to it. And so when we let other people describe to us what the issues are, what their pain points are, what the results are that they're looking for, that's our copy, but they write it for us, we don't write it for ourselves. Right?
Tiago 13:55
It's unfortunately, we have this natural tendency to think too much about frameworks, you know, the way we operate like the root causes of the problems, this is your root cause of your problem, this is why you were feeling this. But when we should actually not we should use that afterward in our programs in our services to help people but before that, like you said we need to go exactly where they are and have the conversation they're already having in their minds, right, what keeps them up at night? And the most essential key that I think it will be very helpful to drill down now in this conversation is that we should focus on a problem that the person is experiencing, a symptom, an actual symptom that she's experiencing now. A now problem, not like, oh, one day I'll solve this problem. I don't know. But it has to be something that they want to solve right now urgently. Because those are the problems that people are willing to pay well for and really to say yes for. And if you talk to that exactly the specific problem that you're feeling, they will listen to you like I'm exactly the situation Tiago understands me, and if he understands me as well as he is showing it means is capable of helping me solve this problem. And yeah.
Pualena 15:06
Do you have any examples of that?
Tiago 15:08
Yeah, so I was actually thinking about it. So, the example of someone that wants to, if you create a program about losing weight, since you've talked about losing weight, or fitness, etc, if you say, Look, I'll help you lose, you know, 10 kilos in the next, whatever, three months or something like that. That kind of messaging is already very generic and people don't actually believe it that much, because they've tried so many things before it doesn't work. You say, yeah, one day, I lose those kilos. And I just don't feel like doing it now. And it's very easy to say no because I've tried many things before they believe it or whatever. And it sounds very generic, right? Versus if you try to tackle a now problem that they're facing. So, imagine they're overweight, they might be having some other issues that are, you know, related to that. Like, for example, they have some severe back pain or some knee pains that doesn't allow them to go upstairs, or they cannot just pick up their own daughter, the babies anymore because of the back pains. You know, if we find out, okay, what are my people suffering with daily that keeps them up at night? And then they feel I might, I need to solve this right now. Those are the problems that we should be going after. And you only find it out by talking to people, right, by interacting with them and asking exactly what are their main frustrations? And how does it make you feel? Can you describe it to me a bit more? You know, asking those probing questions is how you extract the emotional words and imagery that will work very well in the future. And if you talk to 10 people more, you start seeing maybe a pattern of those symptoms. Okay, this is the way to go. Or you find a very specific symptom that one or two people are feeling. And you feel okay, this is exactly the way I want to go. And maybe more people, for sure more people feel the same. And yes, I think the key to creating an amazing offer is finding that now problem that people want to solve right now. Right, and that they're willing to pay very well for it.
Pualena 17:08
Yeah, that's phenomenal advice. And I also love what you said about, you know, when you're talking to people looking for patterns, I think that's a big thing. And taking the time to just reflect, you know, after a call, oh, my gosh, this is the third person this week who has said this, perhaps I could weave that into my messaging. And you also said, you know, just because somebody said no to opting into whatever paid programmer service, you might be talking to them about, it doesn’t mean that was a total loss? Right. They also could be giving you language for your messaging. They also could be a great referral partner, as you said, and something that I question I have for you in terms of referrals–
Tiago 17:47
They also can give you objections that you might have to solve, later on. Right, like, wow, this, maybe people are stopping here because they don't believe in a specific process, or they don't like to do the specific steps. So, I need to, by design, remove that objection in my own offer. That's another way. Sorry to interrupt.
Pualena 18:05
Absolutely. No, not at all. I think that's great. And it's something that we often talk about, you know, like, where are people falling out in the funnel? Where do they? What loses their interest? And if that piece of the funnel happens to be on a call with you, it can be difficult for us to look back and you know, ask like, what did I do wrong? You maybe didn't do anything wrong. Maybe they weren't the right fit. But it is worth reflecting and saying like, what? What could I offer that would help somebody in this situation to turn that into a yes? And I think that can be a sticky place, right? Because we don't want to try to solve everybody's problems and be a yes for everyone. Some no’s are very healthy. So, what are your thoughts on sort of understanding your niche well enough to know that, you know, I feel confident in my offer, confident in my service, and yet being flexible to sort of listen to pain points and make adjustments as needed?
Tiago 19:08
Absolutely. I think that's crucial. And the offer you create, for the first time is not going to be the offer you'll have in the next six months, one year, five years. It's constantly mutating because once you bring people to the process, you will see flaws in your process and your systems and your frameworks, you will start adjusting things because it just didn't work very well. I have to try this different approach. Maybe I'll have to bring some expert from outside who is better than me at a specific point in your program. And if you start seeing exactly where people are starting to clog, you know, starting to the normal programs, we'll always have a specific place where people struggle a bit more so and you'll find that only by working with them. And then you have to be very intentional again on improving your offer as much as possible to make it easier and faster to generate results because in the end, we're in the results business, right? This helps industries, we’re in the results business, we need to generate results to people otherwise, you know, we're not going to get testimonials, we're not going to get success cases, we're not going to get referrals that as much as, as we want. And it's hard to keep a business, sustainable business in this industry, if we don't generate results, you know, it ends up, things go badly, and you just didn't really need to focus. And this is something that is not too discussed in this industry. You know, we talk too much about marketing about having clients and close as many clients as possible. But we talk very little about the other part of generating transformations and working a lot on your program to make sure it's as best as possible. Because if you have that, you can be terrible at marketing, but those clients that go through your help, they will be amazing advocates, they're like, oh, my god, yeah, this is amazing. I want to work again with you. And then to create new offers for those people to solve bigger problems. And you already have clients that love you, and they want to keep working with you. And you just keep building new things to help them with the next problem and the next problem. And those people will for sure tell lots of great things about you to others, right, and refer people to you. And then marketing becomes much easier if we focus on, you know, generating results. So, that should be something that we should work on every day, not just the marketing, and the sales, we should also have at least part of our day focused on okay, how can I improve my program? Where are people getting blocked? What are the main objections that I should bring, again, to my sales and marketing processes? Yes, I rambled a bit. But I think you got the point.
Pualena 21:39
No, yeah, I think you're dead on. And if we focus on results, first, the rest will come, right? If you have one client, you're like, I think I want to be a coach, a relationship coach, and you work with one person, you get them a phenomenal result. They become a case study, they can give you testimonials, they can provide feedback so that you can improve your program. And it got me thinking about how many times we've referred people and said, You know, I'm thinking of a company that I use to get something printed once. And so now anytime anybody asks me, Oh, who do you use for printing, I always say go here, their websites terrible, but their product is amazing. And it's like, you know, they're having a good website would be really helpful for them. And I hope at some point, they decide to revamp. But the result is so good that the terrible website doesn't really matter, I'm still going to use them. I'm still going to email them when it should be a form on the website, like, there are so many wonderful services that do have terrible marketing. And I would much prefer that over somebody who has amazing. I mean, if you have amazing marketing and a beautiful website and all these promises that you don't deliver on, that's the definition of a scam, you have to have both. And if you don't have both, you have to at least have the results and the integrity behind your business. So, I'm so glad that you brought that up.
Tiago 23:14
Absolutely, of course, the ideal scenario would be to have great marketing and great sales, amazing delivery. And that's the goal, right? The Holy Grail for a lot of us, but I think you're completely right that at the beginning stages, leveraging what I told you about the anti marketing, or whatever what you have, but then focus a lot on creating amazing results for people. And I think that's the, it launches you to, you know, everything opens up later. And you can start thinking about scaling and blah, blah, blah. But it's really crucial. And it's a natural tendency that all of us have to focus a lot on sales, sales, sales, sales, marketing, marketing, and then okay, they're already in my program, okay, I can think about new clients, new clients, new clients all the time, right? And it should not be that way, we should think about the opposite. We should think about treating like kings, our clients, right? Make sure they are super happy. And make sure that they bring us more clients. Because like this, we have to, we can start thinking less about new clients all the time, we can start thinking okay, the lifetime value of all our current clients, like what else can I offer them? What other problems can I solve for them? And then being proactive about asking for referrals, not being afraid of it. Many people are like, I've talked to many businesses that depend totally on referrals. And it's passive like they expect people to talk to each other as the goodwill of people. And that's not a business. It's like just a hoping business. And maybe one day we'll they will dry up, the referrals stop working. So yeah, the focusing on the clients. Being proactive about referrals is super crucial.
Pualena 24:48
Yeah, I want to talk about being proactive about referrals because that is a pain point for a lot of people as you said. But one thing before we move to that, what I love so much about what you just said is in the website design world, which is like we are, that's what we do. There are so many people that come to us before they begin their business. And they think the first thing they need is a website, they may have everything planned out, like, I'm gonna launch this coaching service, I'm gonna have this online course, I'm gonna have this product suite or the services. And so we're building around that. And what ends up happening is people get very caught up in making sure that their website and their Instagram and their whatever is absolutely perfect, before they start serving any clients at all. And it can almost become this, like, it's something that we hide behind. Because we're afraid to be vulnerable, we're afraid, maybe we're afraid to talk to people, maybe we're afraid that we're going to fail, maybe we're afraid to tell our friends and family that we just left our job and we're doing this now. And it just becomes this cycle where we don't actually serve anybody because we're so stuck in creating the marketing assets. So, if you're listening to this, I encourage you to reflect and if you feel like you might be in that space. Who can you serve today? Who can you get a result for? Who can you focus on that allows you to get experience and get a testimonial and get a result under your belt so that you can all these other things will come easier, as you said? So, anyway, just wanted to throw that out there anything more to add on that before we move into referrals?
Tiago 26:34
I was gonna say something about it. But now I completely lost it. Never mind, we can go ahead. It will come back.
Pualena 26:44
It'll come back. And we can always jump around. Yeah, so let's talk about referrals. Because one of the things that I hear a lot, and this has happened to me as well, is we have a referral opportunity, you know, an affiliate program, we create special links for people. And we say oh my gosh, I'll give you 50% commission if you share this or you know, whatever that looks like. And it's a great deal. It's a no-brainer, all you got to do is talk about it to a couple people, tell somebody that you know who might be interested. And it's crickets. Nobody shares. What is your experience with that? And what are your thoughts around having a more intentional and more active referral program?
Tiago 27:30
That's a great question and happens a lot indeed. I think the first thing to think about is okay, who do I have an active relationship with, okay, so some like it cannot be just random people on your network, like an Instagram friend or a Facebook friend, it has to be someone that you've been having an established relationship with at some point. It could be a client that you have, or a previous client from before, friends, or somebody you've been networking with proactively already for a while. And like you said, for you to be able to get the attention of the person, of course, you cannot just say look, I'm gonna give you money, if you give me some clients. No, you have to start thinking about, for example, with clients, remember how we worked before? How did it feel? What are you up to working together? What were the main results you got? How did it make you feel before, and your clients will tell you something, and then you can follow up with that and say, That's great. So, do you know anyone who would also benefit from those results that you got, like, remind people, the person that, you know, the benefits of working with you. And then but like this, you can start, you know, slowly capturing the attention of the person, because she's already connected. You also have to help the person to think a bit of who could they refer to you. Because most of the time, we don't have it done on top of our mind like, I don't know, have to think about it. But if you start making a brainstorm with the person, like let's think about like your friends, or do you have any association that you do go through or some networking group or, you know, your previous job. So, you know, you make a quick brainstorm with the person that you're talking to, in order for them to be more, thinking a bit about it, otherwise, they won't think about it and just goes through. And of course, mention that you have an amazing incentive for them if they bring a client. Those are the things that I feel like you should do like position yourself as someone who really helps people, remind them that the result amazing results you can provide to people, help them think about who they know in their own world and describe exactly who is the ideal client that you can help generate the fastest, easiest results. And it's much better than just simply sending an email look at this referral program. Send me clients, I’ll pay you this. So, it's actually having conversations with people. And by taking the time to book calls with them. And of course, not only the clients that you do work with before people around you, but even if you, like we said, even when you are talking to a potential client that doesn't know you, and imagine the person says yes to your program, that's the perfect timing already for you to also say, Oh, that's awesome that you're going together. By the way, do you know when no one else will be interested in this? I actually have a referral discount. So, if you come to our program, and you bring someone else I can give you actual discount for both of you like the percentage something like that and that is already a way for you to, you know, get in the habit of systematically asking for referrals in the perfect timings, timings where people are more warmed up and looking forward to working with you and knowing exactly what they will get. And also the other approach is what we talked about, like transforming, you know, the person who's talking to you, so you get to know you into potential yeses through yeses, it's like asking, so I know, this is another ideal scenario for you, but you actually know someone who will be who would benefit from this program that I'm building here. I truly believe in this software is like, I want to generate transformations. For people, it's I know this works very well. So, then you can brainstorm again with that person before saying bye. And you'll see that some most people are willing to help. If you are in the right context, if you ask the right questions, etc.
Pualena 31:27
I love this. I've noticed three themes that we've been touching on throughout this conversation. One, obviously, use what you got, which people like to not, for some reason, like to make life hard. Two, talk to people. At this point, people also don't like to do that for some reason. And I do think it's that sort of fear of vulnerability. And once we start to have these conversations, everyone gets easier and easier and easier. And it's just a matter of like, start with the first few and get a little uncomfortable and realize that it's actually not that bad. And three, ask for what you want. Right? Like, we've all heard ask for the sale. But you can also ask for the language, ask people what their pain points are, ask people what they want results in, ask people for the referrals, the right referrals for you. I love that you said that. And that that's part of your framework for having referral conversations. Because there's also a tendency for people to sort of misunderstand what it is that you do and what you offer in the result that you provide, and send you people that aren't appropriate for your product or service. So, I love that you have that as part of your framework.
Tiago 32:46
Absolutely, otherwise it's going to be a bit more of a waste of your time, right? If the person sends you irrelevant, or unqualified prospects, so the ideal scenario is that if you describe exactly who you want, who you can help the best, right? If you position like that, look, I can help this kind of people that have these characteristics, the best and I can generate them the easiest, the fastest and smoothest transformations possible. Then you make them think about it, like, brainstorm together with the person. And you make sure that they will send you only like, ideal clients. That's that's really the goal. Yeah.
Pualena 33:21
Absolutely. I used to be in a networking group called BNI, and it was completely relationship and referral-based, right? And so part of the meeting was to go around and you have, you know, a minute or so to say, like, who do you know, who X, Y, Z, right? And it's like, you identify your perfect referral partner or your perfect referral client, and describe that to the group so that they can very intentionally connect you with people that might be a good fit. And I'm no longer in that group. But I always remember that as a really beautiful way to phrase it. Everybody started with you know, here's who I am, here's what I do. Who do you know, who might need a new website? Who do you know, who might be starting a new business and could use consulting on marketing, you know, whatever that looks like. But–
Tiago 34:12
That's a great lesson.
Pualena 34:14
It's so easy too. Like it doesn't have to be complicated. We don't have to, like, list out our ideal client avatar in 10 different ways, we can just very simply say, this is the person that I'm looking for right now.
Tiago 34:28
Absolutely. And get in the habit of doing that. I think that's something that we tend to forget if we don't have a system in place. We should really write down whatever we do every day, or we make a script for sale script and at the end like a referral, ask for a referral. Make sure that in every interaction we have with people you do the ask and you do the brainstorm about who else you can help. Not only interactions with clients, maybe also with your friends, with the networks, with the connections, get in the habit of doing that. What's the worst thing that can happen? Nothing, nothing. People say No, I don't know anyone. Okay, cool. You just kept going. And it really is a habit that you gain. And it's one of the most profitable habits that you can create in your life that I still don't do as much as I should. But I know that's the way. And it really works when you do.
Pualena 35:14
Absolutely. It's a muscle, right? And I think part of building a muscle is, I'm going to say, combating our fears, and its perceived fears that may or may not really exist. And what is the biggest fear that somebody could have in a conversation like that? Somebody says, No, somebody says, No, thank you to your program and no, thank you, I don't know anybody who I want to refer you to. Like, okay, next. We're going to be okay, we're gonna survive that no. And the more often we have those conversations, I think we'll either be super surprised at how helpful people are. And, you know, we'll surprise ourselves at how resilient we are. If we hear a no and we're like, Oh, that wasn't so bad. Alright, let's do this again. That was kind of fun.
Tiago 36:02
Exactly. And maybe that no is a temporary no. You know, maybe the person six months from now, a year from now will remember, Ah, Tiago helps exactly on this. And this person just told me he needs this help. You know, you never know. So, you never know. You just keep gaining that amount of muscle flexing the muscle, like you said, and doing it consistently, every single day. Unfortunately, that's the key for everything in business is doing consistently, something every day. Very boring. Miles Beckler, a guy that I follow one of my first mentors, he said that successful businesses are boring. So, because you find something that works, no, first of all, you do something consistently until it explodes. And then you find something that works, and you go double down on it and just keep doing what works and is that it's completely true. Of course, then you can be creative and do other things. Once you figure out something that's working in the great systems around it and make sure it's working on its own, then it can be creative. But until then, we always want, us as entrepreneurs, we're creative creatures, right? We always want new things, oh, this is fun, oh this is more fun. But we should limit it a bit, at least until we find something that works, and then create systems around it. And then have fun with other things, at least have to be more systematic in their approach.
Pualena 37:20
Absolutely. Let's talk about consistency because you have a couple of experiments that I read about. And it sounds like they really paid off, you did some content creation challenges. And I'd love for you to share sort of your what sparked that idea? And what was that experience like? What were the results like after that was done? And while you were going through it? Did you have any roadblocks or fears or aha moments?
Tiago 37:58
Yeah, absolutely. They came from Miles Beckler, one of my first mentors. The concept is like, do something for 90 days that you don't like to but you feel that is a necessary skill to gain until you become just good and forget about all your fears. And it's actually true. It's like, using brute force to get rid of limiting beliefs you have or to gain quickly a skill. It's an incredible approach. Because first of all, you commit to yourself and maybe to others around, you can tell your spouse, you can tell your friends look, for 90 days, I'm going to create a one piece of content. And no matter what, even if I go on holidays, even if I'm sick, you just commit yourself to do it. And I started doing a 90-day challenge on YouTube. Because I never felt that was a content creator. And I've always felt that I was… No, actually I started on my blog post. So, I started with my blog because I never felt that I was a writer or just a consumer of content. And I wanted to get rid of that limiting belief. Because I wanted to start the business that I'm doing now. Back in 2018, I was still at Google. I was working at Google when I started a blog. And I saw that the 90-Day Challenge, okay, let's do it. And it has multiple benefits. Because first of all, you start, you know, slowly deconstructing the belief that you have that you're not good at something. Of course, your first blog posts or videos, or whatever, are going to be horrible, you're going to hate them. But you're still going to publish it and forget about it and keep going for the next one. And you slowly start seeing that okay, this is getting easier now. I don't take three hours to create a blog post. Now it's this one and a half as you started getting the momentum, you see results because at some point, no matter where you are like if you're creating blog posts, you'll see the platform's giving you more eyeballs like Google will start exposing me for more people. More people will find my blog, you start seeing some results. Okay, this is cool. You position yourself as a content partner with those platforms, which benefits you as they expose you to more people. You start this by removing the idea that you're not good at something you gain a skill very quickly in a condensed space of time, instead of years, you can become prolific in a space of 90 days. And then after those 90 days, okay, I'm amazing. And I can write very well I know exactly what works better, how to make a good intro, how to make a great headline. Because only through the motion and through the action do things start happening. You get feedback from people that read it, or when you share it on social media. And yeah, it has multiple benefits. And then after that blog post, I made a video because I was very shy, I was very introverted. I couldn't I even hated public presentations or sales presentations in public. So yeah, I need I needed to destroy that belief. And I did a 90-day challenge on YouTube, which I afterward extended to 120 days, just because okay, just stretch a bit more and things were working and I was enjoying the process. And yeah, then nowadays, I'm super comfortable on camera, like I make lives. It's amazing how much magic you can create if you commit to something for a long enough period of time consistently, every single day. I was on holidays, I was sick, I was still okay, I need to shoot something today, no matter what, even if it's a short video, two minutes or one minute. Just shoot something because you'll feel the sense of accomplishment, you did something good that you progressed. And at the end of the end of the challenge, you'll have a huge library of content that you would never think you would ever create. And if they're like it's published, it's out in the world and you feel proud of it. And then it opens up so many opportunities, you start getting more traffic, people notice you more. The pieces of content I created before on my blog posts and on YouTube, still, nowadays, they bring still clients that find me, because I focused on search engines, right? YouTube, Google, instead of just creating reels on Instagram that disappear the next day. I focus on creating assets. So, yeah, multiple benefits that came from those challenges.
Pualena 42:05
Did you find that people started to expect that from you and look forward to it? And then when you stopped, did you get anybody asking, you know, where, where's my daily video?
Tiago 42:16
Yeah because I was also sharing with my email list. So, people notice that for sure. And then the one thing that I forgot to say is that, especially with the video, I was the first 30 videos, I was forcing myself to be something I was not. I was trying to be something, showing myself as an authority, someone bigger than I am now. And at some point someone commented on one of my videos saying Tiago, why are you using the, in Portuguese we have informal and formal way of saying you like Tu or Vocé. And I was using the formal way because I was, you knwo business or I have to talk formally to people. And someone asked me why are you using that? It's like so, so distant, you know, why are you doing that? And that made me think, man, what am I doing? I'm not being myself. And I'm not talking exactly to the persons that I want to be talking to. So, in the next video, I opened up and I said, Look, you, I'm talking to you right now. I started using the informal way, this is the kind of person I want to help. And this is how it's going to be from now on. And I slowly started finding my voice, started being my genuine me, bringing my best self to the video. And it was it from that point onwards that more opportunities started coming. Because the more you are yourself, you know, the more you are authentic, the best it is for when you're creating content, it really attracts much more people, it's easy for you because you're not forcing yourself to be something you're not. You can just bring your true self and then have fun. It was something amazing to happen.
Pualena 43:48
Absolutely, I love that. And what an interesting turning point that you may not have experienced if you didn't do that challenge.
Tiago 43:55
It would never. I mean, all would take me years, maybe?
Pualena 43:59
You might still be very formal, and inauthentic.
Tiago 44:03
In a suit and tie.
Pualena 44:04
No, you're very good on camera. And you're very personable. And I think it's helpful to get a glimpse of what it would be like to work with you, when seeing you you know on camera, on video. I'm wondering, did you ever miss a day?
Tiago 44:21
No, no those channels. If I missed the day, I would do it the next day, two posts you know, two videos to compensate for it. But it only happened like once or twice if I was on holidays and it was in my wife's country and I was sick some of those days. But I was, I felt bad if I didn't do it during that, ah, I missed it. Which really is like a challenge. It's a game. And it's–
Pualena 44:49
Right? 90 days is a long time. Like I think people get like it's so easy to opt in and be like I'm in 90 days let's do it or even 30 days or 7 days like, I think we, we get a very attracted to the idea of accomplishing, like what that'll look like at the end. And when we're, you know, a few days in we're like, oh my god, am I really doing this? Is this my life now? So, there's this challenge called 75 hard. Have you heard of it? It's sort of like a very intensive personal development transformation challenge, where you have a certain number of things that you have to check off your list every day, which is like, drinking a gallon of water, do two workouts, read a 10-pages in a book. It's insane. I think it's totally absurd. I did it once and I was like, so burned out by the end. And I don't think that these challenges are nearly that intense or crazy. But there is a point where you're like, I just want to throw in the towel for whatever reason, you're sick, you're traveling, you're not into it, you're not feeling motivated or inspired that day. And it's those days, when you do the thing that you look back and you're like, oh, my gosh, I feel so accomplished. I did something that was difficult. I did something that I didn't want to do that day, and look at what came from it. And I think those are the lessons are in the hard days. And the celebrations are in the easy days, right? It's like, there's definitely balance. But to hear that you've done two 90-plus-day challenges is really inspiring to me.
Tiago 46:32
And one on marketing as well. There's also daily emails for 90 days. So, of course, it was in separate occasions, right? It's not all at the same time. I gave myself a break. But you mentioned there's something that is super crucial for me the days where you didn't feel like doing it or you're almost on the brink of quitting. Two things that I think helped me and probably will help someone who tries to do it is to think, Okay, you're not just to remove yourself from the equation. You're not doing this for yourself. You're doing this to serve a specific set of clients that need your help, like you're here to serve people, and they need your help, they need you to be present, they need you. You never know which kind of content will resonate the most with them and make them change their perspective, the way of thinking, and ah, shit I should be doing this. I should talk to Tiago. I should do something about it. So, think about the clients who you're serving, you're here to serve. And I actually put a sheet of paper when I was doing it like I'm talking to Tiago or whoever it was. He's facing these issues and I need to solve all these problems. So, I'll talk about everything around everything that he is feeling in this bit in the business. And the other thing is to think of why you're doing this long term, right? What is your vision in three years? Where do you want to be, not just a number of like a revenue you want to achieve, but the life you want to obtain, the kind of life you want to live in the future? So, whenever you feel down or you feel like I don't feel like doing it, you think of those two things, and then you get inspired again. And then okay, I'll just do it. At the end of the two-minute video to solve a problem for my virtual client. I think those were very helpful for me.
Pualena 48:22
I love that. That's super inspiring. I am considering, I'm gonna say I’m just considering doing a similar challenge because I'm the same way like content creation, to me is a sticking point. And the more that we can practice actually doing the content creation in whatever form that might be video, writing, podcast. Exactly. It allows us to, I think the biggest takeaway is probably the confidence that we can. Right? It's like, we all have the ability, we think we might not be that good at it. We might be slow at it. Over time, those skills get sharpened. But it sounds like to me the biggest sort of result at the end was conquering that fear right? You said you didn't like speaking in front of people, you didn't like being on camera. Now look at you, right, I think that is a sustainable, long-lasting impact that something like this that can have its set of challenges makes it totally worth doing
Tiago 49:31
You gain a skill for life basically that's why so powerful. In a condensed period of time, okay, you might suffer a bit, you might hate the initial process. But if you just hold on to it for long enough and you finish the finish the 90 days, you're basically a new person. Exactly. I actually became a new person by this skill again of creating content not just for creating content, but also to create video courses. You know, it's very important for you to deliver your content, to have video calls with your clients. It's an important skill that I would need to gain, it probably would take me years to gain that confidence if I hadn't pushed myself in that way. So, in the was everything.
Pualena 50:09
And where would we be? We would have no Tiago in in the world. We wouldn't know who you are. I wouldn’t be talking to you today.
Tiago 50:18
Exactly. You wouldn't be talking to me today. But I think it's not only for for content creation, you can use it for anything that you feel there's a skill that you need to quickly gain. Then our copywriting, you know, right writing everyday, sales page, if you want to become good at it, or asking for referrals, if you're not good at asking for referrals, force yourself to at least once per day, talk to someone and ask for a referral. And then you'll gain that skill, you can never have it again that it's amazing. I think it's underrated, this kind of scale that you can create.
Pualena 50:52
Yes, for sure. Well, on that note, how can we be or how could I and this podcast, be a good referral source for you? And who, you know, let us know who to send you to, people who are listening, if they want to reach out if they are interested in learning more about what you do? What are the best ways for them to connect with you?
Tiago 51:14
Of course. So, I'm in the beginning stages of internationalizing my brand, I think you saw my website. But thank God, there's Google Chrome and you can Google Translate. Yeah, so you can you can go to TiagoFaria.pt, is for Portugal. You can look for me a bit there. Or you can even book a free call with me on the top right corner. If you want to have a brainstorm, just talk about what we discussed here. And, you know, I just love to meet new people in this area. Or you can just shoot me an email if you want to ask him a question and the comments at tiago@tiagofaria.pt. Yeah.
Pualena 51:49
Fantastic. I hope everyone takes you up on that because it is a joy to chat with you. You offer a phenomenal service. And so many people, I think just need just to sort of esentialize and do all of the things that you shared today. You know, use what you got, talk to people, ask for what you need. So, thank you for sharing that with our audience. And I look forward to staying in touch. You are amazing.
Tiago 52:21
Oh, thank you so much. Cool. It was a true true honor. I had so much fun. And I really hope someone takes something out of this talk that we had just implemented, right? It's the crucial thing is to take action, right? And maybe create a 90-day challenge or something and then and then let us know in the comments or shoot us some message or something.
Pualena 52:39
Yes, please let seriously if you're listening to this and you're like, Okay, I'm going to do a 90-day challenge. I'm going to implement something, let us know. We would love to hear what you took away from this. You can reach out to me on Instagram @RBL.media and I will pass the message along or directly to Tiago. Please feel free and thank you again for sharing with our audience. I am so grateful.
In this week's episode, host Pua engages with Bridgitte Mallinson, a dynamic entrepreneur and founder of GutPersonal. Bridgitte shares her journey as a two-time founder, emphasizing the unconventional growth of her businesses, rooted in empowering women to achieve optimal health and wealth. Bridgitte's personal health challenges led her to discover the importance of gut health, prompting her to start GutPersonal and provide solutions through physical products and education.
The episode explores her unique approach to affiliate marketing, creating an affiliate experience that fosters a sense of family and shared mission. Bridgitte highlights the significance of setting daily intentions and the ripple effect of aligning with one's body and gut health. Bridgitte's story is a reminder to embrace imperfection, take messy action, and prioritize our health as the foundation for achieving our entrepreneurial dreams.
About Bridgitte Mallinson
Bridgitte Mallinson, MS, RDN, is the visionary founder and CEO of GutPersonal, a supplement company committed to eradicating gut issues permanently through personalized approaches. Overcoming her own lifelong struggle with gut health, Bridgitte brings over a decade of expertise as a registered functional dietitian, specializing in functional medicine and nutrition. Her mission goes beyond health, aiming to elevate the well-being and prosperity of both women and men.
GutPersonal stands out as not just female-founded but predominantly female-funded, reflecting Bridgitte's dedication to fostering a community where women excel. Leading a team of experienced clinicians, marketers, and operational experts, she embodies the spirit of women who strive for both professional success and a life they passionately love.
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Contact Pua Pakele | RBL Media:
Contact Bridgitte Mallinson | GutPersonal:
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Transcript:
Pualena 00:00
Putting yourself, exposing yourself to new audiences, I think is one of the biggest challenges that content creators in general, the people are out there they exist. How do we connect with them and show them where we are?
Pualena 00:17
We are live, here we go. Oh my gosh, I wish you guys could see this, Bridgitte is bringing the fire. I, you know, we just met like four minutes ago. And we're best friends. And I love it. And I don't even want to give you an introduction, I would just love for you to share with us who you are, what you do, what is GutPersonal. And I will share with you all I'm sure in due time, why I'm such a big fan.
Bridgitte 00:46
Oh my gosh, I love this so much. I feel like we are kindred spirits already we are having a partay. So yeah, I am a two-time founder. My first business I started during the pandemic. So, I'm a, what you'd say a newer entrepreneur, but have had a lot of success already. And I'm so excited to share that with your community. Because I feel like, you know, we all see people doing it in different ways. And like growing a business. And I've definitely grown it in an unconventional way, like, really organically and just being myself and sharing the vision. So, I'm really excited about that. I want to take you guys back to my health journey because really, both of my companies are rooted in supporting women to feel amazing in their body, and also through wealth. And that's kind of a side aspect. But I was a registered dietitian. And I always felt like there was something missing in my education, but really something missing in my body, I was going to all these different doctors and wasn't really getting answers. And I know a lot of women can relate to that. And men but mainly us women where we're not getting answers of what's going on in our body, whether it's our gut health or our hormones, or just mystery symptoms. And so I wasn't getting answers. And then I went into functional medicine. And functional medicine finally gave me this platform of understanding my body of it's, it's not like a disease, but there's something going wrong, right? Like, it's not labeled as this unconventional medicine. But there are things that are going on in my body that are causing thyroid issues, migraines, sleeplessness, constipation, bloating, like you name it, I had everything ADHD, like I couldn't focus at all. All of it was rooted in my gut health, poor gut health. And I did a poop test, which actually, we still do at GutPersonal we do poop testing, to figure out like, what was the root cause. And why I'm sharing this is because it was such a pain point for me, in my life, and of trying to figure out what was going on in my body and how I could feel my best. And so because I heal my body through this information that I got, heal my gut, I started my businesses on that. And I really, you know, have had this purpose and this passion of growing the business. Which is why when we started my first business, we hit seven figures, and it was a service-based business. So, course creation, group programming, and then one-on-one. We hit seven figures in 16 months. And basically being a solopreneur. Let's go, baby. Yes. And then I started GutPersonal out of this need of like, I wanted to help millions of women instead of just hundreds. And so and I wanted to do that with a physical product. One that I knew people were going to take, they would notice a really big difference. Of course, you've noticed that already with just taking your magnesium. So, we launched GutPersonal two years ago almost to the day.
Pualena 04:02
Amazing. Happy anniversary.
Bridgitte 04:04
Thank you. So, I've been in Yeah, a couple of different areas of business. And I just love it.
Pualena 04:10
Amazing, I love your story. So so much. And what really draws me to you even through our verbal or written communication over the last few weeks, is your energy. And I feel like that probably is who you are inside. And I would love to hear you know, as you were working through these physical challenges, did you feel like there was an energy that was like, you weren't able to tap into that because you were so exhausted and sort of feeling uncomfortable? Like, what was that like?
Bridgitte 04:42
Oh my gosh, yes. And this is honestly where I talked to a lot of entrepreneurs who are trying to grow business but they feel like crap in their body. It's like, that is the foundation our health is the foundation of feeling amazing. And so for me, yeah, I was in grad school becoming, you know, I was already a dietitian, and I was expanding, you know, my education. And I couldn't like, kill it in other areas of life, like I could literally just survive and be in grad school. And that was kind of it. And it was after grad school where I was finally able to be like, alright, like, I need to put attention towards my health. When actuality when I was in grad school, I needed to have probably paused and said, like, oh, no, I need to focus on my health first. My health comes first, my health always comes first. And I think that's a lesson for entrepreneurs too, is like, your health, it needs to always come first because then your business will skyrocket. And so that's honestly a lot of people that we serve our entrepreneurs with GutPersonal. So yeah, it was, you know, and I think energy too, is like all about intention, right? Like, I am so jazzed for the most part on life, but I'm so jazzed about our mission and what we're doing in the world that like that shines through. And I think with growing both of my businesses, we've been able to grow so quickly, because people know that my energy is authentic, that my purpose and my passion for my business come through when I speak about it, whether it's on social media or a podcast, you know what I mean?
Pualena 06:23
Absolutely, I cannot agree more that like, for an entrepreneur who loves your business so much, and wants nothing more than for their clients to be happy and served and to, you know, shout their names from the rooftops, we often put our clients before ourselves, and then after that, we put our families before ourselves, and sometimes we put our clients before our families. That is, we have such a backwards way of looking at life as an entrepreneur, and it's nobody's fault. It's just sort of like the hustle that we agreed to, you know when we registered our business and decided, like, Oh, I'm not gonna work nine to five anymore, like, I'm gonna be free, and then you're just tethered to your work at all times. And I hear this a lot. And I've also experienced this, where there's just that, like, you can't shut it down. But also, you're not very efficient. And you're not actually getting a lot done. But you're just sitting there staring at your desk and tinkering around and feeling tired. And like, you're just busy all the time, but nothing's happening. Can you share a little bit about how like, just finding alignment within your body and your gut health and sort of your overall wellness can create a ripple effect to help us not to feel like that so much anymore?
Bridgitte 07:43
Yeah wow, that is so important. And I think it comes back to our intentions. You know, it's like setting intentions. And I think when we're busy, or we're in this hustle of like, entrepreneurship or just even life, right, like, I'm a new mom. And if it like, there's a lot going on, if I don't set a daily intention of how I want to feel, and actually I have my team do this, too. So, everyone can steal this hack. At the beginning of the day, I actually have my team tune into, how do they want to feel for that day? And what actions are they going to take? And that's what I do for myself. Because if we, if we don't set that intention, and we just like rollover from the like, day before, and let's say the day before, we felt scattered and busy and all these things, and then we move into the next day, not reflecting on that, and then setting an intention for the day, then it doesn't work, and then we're not leaving a really intentional life. So, I think it starts with intention setting and then tapping into the energy and the emotion of how you want to feel helps you be more productive. Because if I say, like, I should even pull up my slack right now and see what I said. But I think I said I wanted to feel present. And I wanted to feel, gosh, I think presence was a really big one for me today. And so if I have the intention of presence today, I'm not going to run through my day, like kind of what you said of like the blah. I think I also said I wanted to feel inspired. So, like right now sitting on this podcast with you. I'm like, How do I feel really present with you right now and then also feel inspired or inspiring? So, I really think it's setting intentions.
Pualena 09:33
Love that, I couldn't agree more. It's something that we, it's free. It's a tool that we have available to us every day and something that we can definitely tap into. And on that note too, I think. I mean, let's talk about like you have physical products. That help people with their gut health. I am a super fan. I have tried your magnesium. It is phenomenal. And yet, I really want to tap into this today, because I think it's so cool. So, speaking of thinking outside the box and being a rebel in what you do in your industry, and as an entrepreneur, you have physical products that are sort of, you know, supplements and health products. And your audience seems to be very much comprised of entrepreneurs and business owners and, you know, busy moms and people who tend to sort of forget about their own health and wellness until they meet you. And I'd love to hear sort of, you know, as somebody who has a product that every human could benefit from, how did you decide? Or how did this become your niche?
Bridgitte 10:45
Wait, can you come on to my marketing team? Because I feel like you just gave me a lot of clarity of like, wait a minute, I don't even think I ever have realized that in three years.
Pualena 10:54
I could be wrong.
Bridgitte 10:56
No, no, you are 1,000%, right. Which makes, I mean, people, if you're listening to this podcast, you've probably gained a lot of knowledge from you. Because sitting with this demographic for three years, I've never thought about it like that. So, thank you, I'll pay you in magnesium later. You know, it's funny, because I think, you know, from my story, it's like, you serve who you are. Right? And I think that in some ways I am that rebel. You know, I don't subscribe to typical marketing, you know, we've grown GutPersonal, let's just, you know, the physical product company, almost a $2 million without any ads. You know, we do it a lot through affiliate marketing, which is kind of unconventional, right? And, I mean, another unconventional thing that as a founder, like, I'm always tuning into my gut instinct. And so I think we have to have these people that we hire or that, you know, coaches or business coaches or, you know, like people that we learn from, but I think what's unconventional about me and where I am a rebel is I always take it through my own lens. I take it through my body, and like, how does that feel when someone says we should do it that way? You know what I mean? So, I think that that's a piece of the rebel entrepreneurship that I that I do. And that's been really successful for me. And I think we just speak to that person and their pain points of like, they are really busy. And they are, you know, health does come last some time. So, yeah, that's a revelation for me. Thank you.
Pualena 12:39
Yay, of course, that's awesome. And I think you do several things that are really innovative, and out of the box. One of them is your affiliate experience. And I say that, like most people have an affiliate program, you have an affiliate experience, where like, affiliates can sort of be these, like, external contacts that you give a link to, and then they share the link, and then they get the money, like, it's transactional. But I feel like for you, and for the gut, personal affiliates, you kind of bring them into your ecosystem, and they become a part of your team. I mean, you have calls all the time you have all of these resources and ways to support them. And I just the way that you do affiliates, Could you walk us through that? Because it's so epic?
Bridgitte 13:25
Oh, my gosh, Thank you.
Pualena 13:29
Absolutely, Thank you.
Bridgitte 13:31
So, like, you know, I've always thought about our customers and our affiliates. Well, let me take you back, actually. So, my first business, I ended up you know, I'm a dietician, and I was seeing one-on-one clients and had all the services. But then I went into business coaching, because I was having a really successful company, and a lot of other dieticians, were asking me, holy shit, how are you having, you know, my first month in business was $42,000. And my girlfriends who also went online at the same time, were like, Oh, my God, how did you do that? And so I started business coaching, and I've really loved it. And I do business coaching still. And it's a big passion of mine because I just want to see women win so much. And I think wealth creation is a way that we can win. It's a way that we can, gives us more freedom and decision-making and time. And so when I was creating GutPersonal I was like, my vision for this company is not only health for millions of women and their families to amplify that. It's also wealth. And so again, when I was creating GutPersonal, one of my intentions and it goes back to this is like one of my intentions is to create wealth for women. And so how do we do that? We build a bomb ass affiliate team, where they come in, they feel like they're part of our family, and that they can also be a part of it in, in growing wealth. And, you know, we actually decided to take on female investors as well, which just speaks to that mission of creating wealth for women. So, I think when I was building the affiliate program, and when we build it now, we have 250 affiliates who, you know, I think of all of them as an extension of our brand. And I, it's funny, because I’ll voice notes, some of them, and they'll be like, Oh, my God, I cannot believe your voice noting me. And it's like girlfriend, you are a part of this team. And so I think, if anyone has an affiliate program, it's like, set those people up for success. So, if I'm gonna have a call with my team about a launch plan, I should probably have a call with our affiliates on a launch plan. So, it's clear communication. Yeah, that's how we kind of do it.
Pualena 16:00
I love that. And the thing too, like, we work with a lot of course creators who have amazing courses, and they're like, you know, I have guest teachers, and I've given them an affiliate link, and they don't share it, what's going on. And I think people, you know, we can't expect other people to love our business as much as we do, unless we bring them into the fold and give them all of the tools so that they can fall in love with it, right? Otherwise, you're just another business where they have a link, and they're not going to share it. Because why would they? Right? So, I think that's really beautiful to actually like, treat them like part of your team. And even more importantly, I think for you, they become part of this beautiful family, where not only are they inspired to share because they get like, you know, commission or whatever. But it's like, how can you not share? That's how we want affiliates. That's how we get affiliates to win. Right? That's it's a win-win. Affiliate is Win-Win, always. So, you do a great job.
Bridgitte 17:04
I love that. And I think especially with course creators, I think what goes wrong with the affiliate program are probably two things. One, they're not giving enough commission, you know if you are really working on scaling your course, and this is your zone of genius, so don't let me speak to it too much.
Pualena 17:21
No, go for it!
Bridgitte 17:22
But like, when you're working on a scalable, let's say it's an evergreen course, and you're giving someone 10%, they're, you know, maybe they're getting $20 per sale if it's something that's super scalable, that you don't have to put a lot of one-on-one time and give them 50 - 40, 50% of the sale, which you are like, Yas, Queen. That's like a huge mistake I see most course creators do. And then also, they're not thinking it of it when they're creating their launch plan. I think affiliate marketing sometimes can take an afterthought. And so for me and my team, it's always like an aspect of the launch. So, you know, we're going through, okay, what's our email marketing? What's our social media marketing? What's our affiliate marketing strategy? So, making sure you're bringing it more to the forefront? And that you also have someone on your team, whether it's you as the founder, or if it's your director of marketing, or, you know, now we just hired a director of partnerships, because it's scaling so big is that they're focused on affiliate marketing in the service. So yeah, that's what I would say about that.
Pualena 18:39
Beautiful, again, they're part of the team. They're part of the family. They're part of the communication. And, you know, the way that you guys communicate with your affiliates, you communicate often, and you offer a lot of opportunity to connect, which I think is another it's a community that in and of itself. Beautiful. I love that. Let's talk about and you said that you did a little bit of course creation, right? Is that in on the business coaching side, or the GutPersonal side?
Bridgitte 19:13
GutPersonal. So, we do have courses and our most successful course has always been a part of our group program. So, our group program I launched three years ago, I mean three and a half at this point. It's like dating. I'm like, I'm in the early entrepreneur, and I'm like, Oh, my God, three and a half years ago. So, that's been our most successful course launch. To be honest, you know, I could learn a lot from you on launching courses in and of themselves. What I've, you know, my first business what I was really great at is launching one-on-one coaching and high ticket and now of course, the supplements have scaled. But I think there's always the area of opportunity, especially with the courses where there's so much you could do. And, you know, people, and I'm sure people who work with you are scaling courses to be, you know, six figures, multi-six figures, and millions of dollars a year and we haven't gotten our courses to that. I think it comes back to like, focus. You know what I mean? We haven't really focused on that. So, where your energy goes, oh, gosh, I'm gonna butcher this.
Pualena 20:22
I love this quote.
Bridgitte 20:24
What is it? Can you say it? I always butcher it.
Pualena 20:27
I'm scared. Where energy go?
Bridgitte 20:31
I got it. I got it.
Pualena 20:33
Where– you got it. Okay, do it.
Bridgitte 20:35
I got it. Where intention goes, energy flows. Boom baby.
Pualena 20:38
There it is.
Bridgitte 20:42
I screwed that up on a stage in front of 1000 people once and I was like, Yeah, that was pretty good.
Pualena 20:48
You know what, I love it. It's when speakers are not showing their human side, it makes me really uncomfortable. So, good job.
Bridgitte 20:57
So, we haven't intended to like really grow that part of our business. But yeah, the one that's part of our group program like does really well. And it's kind of our bread and butter.
Pualena 21:09
Awesome. I, you know, courses have limitless potential. And I think that's part of the overwhelm of what keeps people from really focusing on him because they can serve so many purposes. And for what you do and how much you focus on intention. It sounds like the course is serving. It's providing the service that it needs to provide at this moment. And if there's, you know, the intention to serve a specific part of your business in a new way, you know, next year or being able to put that course in front of a new audience, like you always have that at your disposal. But it sounds like it's a success, whether it's, you know, seven figures or four figures, it doesn't really matter. It's more of if it's given results and changed people's lives, right?
Bridgitte 21:57
Yeah, absolutely. It's beautiful.
Pualena 22:01
I love that. And I love that you, again, like a lot of there are so many supplement companies and health and wellness products, and companies that strictly focus on promoting the products. Yeah, the products are probably great. They're probably, I think that there are a lot of companies out there that put a lot of great intention into their products. But less people and less founders and business owners focus on education. And that to me, like, I can be coerced by an ad to buy something and take it because I think it's going to be good for me and like, cross my fingers hope for the best and not really know if it's working. If we're armed with education, we can then make decisions that feel like they're actually intentionally solving challenges or, you know, enhancing our life. How have you found that piece of your business to benefit your clients?
Bridgitte 23:00
Oh, my God, this is so good. We really come from a place of empowerment. And I always think about not only what's going to sell, right, because we're growing a business, you know, I have huge goals for selling the business for $300 million. Yes, to show other women that we frickin can do this unconventionally. So, when I'm thinking of, how do we grow the business, it's not only okay, how do we grow, you know, our revenue, but then how do we grow our impact? And people have to feel I believe, in the health space or any space empowered to make a decision. And so we come, we support them in their journey of empowerment through education, of saying, you know, I think a big pain point that our audience has is that they think they have food sensitivities, and that foods are causing problems for them. And that's actually not the case. Even though if you ingest a food, let's use gluten, for example. If you ingest gluten, and it gives you a reaction, that's actually not the gluten that's causing the reaction, your gut is a mess if you're sensitive to foods, and so a piece that we are continually educating on I was literally talking to someone in the DM’s today who was like, I think I need a food sensitivity test. I was like you actually don't. And you need a poop test because the poop test is then going to tell you what’s going on in your gut. And so we educate through the DM’s like in one-on-one education, we educate you know, through social media, and then we also host you know, free master classes, and then we do have a membership where, you know, people can come more into our community. My golden retriever is trying to protect me right now. He's growling.
Pualena 24:58
I heard poop Yeah.
Bridgitte 25:00
Yeah, he’s like what the hell? That they can educate, get educated with us in many different ways. And we do a weekly live and you know, some things I hear from entrepreneurs is that like, oh, that's dead. You know, like, for example, like lives are dead, don't do lives anymore or masterclasses are dead don't do that. We're not really concerned with what's always with what's working, what's not in terms of education, we're just continually asking ourselves, like, how can we educate more? If that makes sense?
Pualena 25:34
Definitely. Well, I find to like, you know, everybody says Facebook groups are dead. But I'm in a bunch of Facebook groups that are very much alive. And I think it's less about the platform and more about the community and the content. And if you are, like, I will go wherever you are, if you're on YouTube, I'll put YouTube on my phone, just to find your content, like it's putting yourself, exposing yourself to new audiences, I think is one of the biggest challenges that content creators in general, the people are out there. They exist. How do we connect with them and show them where we are?
Bridgitte 26:11
Oh my god, I am like this whole time, I'm like writing notes over here, like, that is exactly how I feel, but I'm not a marketer by trade. You know what I mean? I'm a founder. I'm that visionary. And I feel like the way you're just putting things down, I'm like, yes. Okay. Tell me. which podcasts of yours to listen to? Because you're so good at this.
Pualena 26:34
Oh, yay. Oh, I'm glad it's helpful. I don't know. I just, love good energy. I love people who do cool things. So, it's easy to just, I don't know, shoot ideas around and talk about it. You have great energy too, which is, I think part of what has built your business. Yes, your product is phenomenal. Yes, you are very knowledgeable. And you attract people who want to be in your energy. And I think that's part of your content strategy as well, whether it's on paper or not like you being in front of people, and being part of the education process is probably a huge part of why you succeed.
Bridgitte 27:13
Yeah. Thank you for the reminder. Yay.
Pualena 27:20
Yeah, that's awesome. So, as a founder, a visionary, a content creator, a product developer, a fierce and badass woman with huge goals and have a mission to change the world. What would you tell somebody who's like, Man, I have this idea. I've been thinking about it for a while. I don't know how to do it. I feel like I'm ready. What do we do? Like? What's the first step? What do you tell that person?
Bridgitte 27:52
The first step is to take the step, you know what I mean? I think, like, just taking that first step, and celebrating wins, right? When you take the small step, when you take that action, you have to celebrate yourself, you have to be proud of yourself, because then that attracts really good energy. And I was actually on a call with someone today. So, like I was saying earlier, I do business coaching still. And it's not something that I put out there a lot. But I was on an intensive session with someone. And I was talking to her about being proud of herself. And just releasing the things that feel heavy, and attracting the things that feel light. So, for example, in her business, she's a visionary, and she was doing all the operations. And so I asked her, I was like, Okay, before our next session, I want you to write down what feels heavy and what feels light in your business. And a lot of the times for us visionaries or founders, what feels really heavy is the how, and that's something I have never allowed myself to feel weighed down by. So, we hire people for the how, whether we need a business coach or someone to help us think through the how, or we hire someone in operations, whether it's a VA or an OBM. But what trips a lot of people up is like, Okay, I need a business now, how do I create an LLC? Like girlfriend, just start making money, like just get started doing what feels good. Like start putting your services out there on Instagram, like, you know, or like maybe you're a content creator or you're an entrepreneur and you're scared to make a real like start on stories or take one of your stories and make it as a real and I think was always helped me as well as just messy action. Just take the action. It's not going to be perfect. act. But perfection is something that we will never achieve. So, why strive for it?
Pualena 30:05
Amen. I love that, you know, my favorite exercise and sort of thing to tell people to do if they're feeling uninspired or nervous or scared, is find your favorite content creator, somebody that you aspire to be like, or that you really appreciate their work. And go back as far as you can on their platform. If it’s Youtuve, go all the way to their first video and watch it, you will feel so much better about where you're at and what you're about to create. Because it's part of their journey, that janky video, got them to the 4 million followers they have today. Without that video, they would not be in front of you. So yeah, messy action.
Bridgitte 30:48
God, I’m gonna do that. I'm gonna go through my old videos, so I can feel inspired.
Pualena 30:52
Right? Yeah, that’s like, Oh, I remember doing that. It's really funny, too. Because sometimes, in the moment, you're like, God, this is so terrible. But here we go. And two years later, you look at it, and you're like, hey, that’s not that bad. Tha’s pretty good.
Bridgitte 31:07
Literally, yes, absolutely. I love that so much.
Pualena 31:13
Oh, amazing. Well, I know that we are coming up on time. And I honestly could keep you forever. Like, if you don't have to leave, please don't. But I want to make sure that we are able to talk about, you know, what inspires you, what's next for you? And how can people join that movement and join you on that journey?
Bridgitte 31:37
Yeah. So, what's next for us in me is, you know, like I said, I'm a new mom, my daughter is three and a half months is being in this season of this and that, of I can be a very successful entrepreneur, and I can be a mom and I can be a great wife. And I can be a great friend, like I can be all those things and just learning you know, learning about myself as an entrepreneur and learning about myself as a mom and editing as I go. And we're going to the, we’re skyrocketing with GutPersonal, you know, we have five incredible women on my team that I just love, and I love, you know, growing the business with them. And, you know, I really hope that like next year, we've tripled the amount of people we've helped, we've helped 5,000 women already. And that numbers really important to me, because as I shared with you, like my mission is to help a million women in their families feel better in their body. And so yeah, I'm hoping we triple that for next year. And if anyone wants to try our products, we have a discount code for your community. It's RBL10. And you just go to guypersonal.com/rbl10. And
Pualena 32:50
I think it's RBL10
Bridgitte 32:54
As in RBL. Sorry, I'm so sorry. RBL10.
Pualena 32:57
That’s awesome. Thank you I'm stoked.
Bridgitte 33:01
See guys the action on like, oh, I can't even read what your podcast is. RBL 10, make sure you go to gutpersonal.com. If you're feeling not so great in your body, we have a great quiz. That is awesome. I know your favorite product is our magnesium.
Pualena 33:19
It is. Oh my gosh. I like I promise you Bridgitte did not pay me to say that. This is my favorite magnesium of all time. And I have tried all the magnesium’s. Like if you're caught like high-cal magnesium. I'm so sorry. But if you are a cal-magnesium person, you should try this and you'll never go back. It's so tasty. It is really like it's a delight to drink. You don't have to be like, Okay, here's my magnesium and like force it down. It is really enjoyable.
Bridgitte 33:53
So glad. That's the goal. That is the goal.
Pualena 33:57
Oh, amazing. Well, I'm so grateful to be connected with you. How can I support you?
Bridgitte 34:04
Oh, my God. I mean, keep taking the magnesium girlfriend, share about the mission. And yeah, I'd love to have you in our family more, affiliate family.
Pualena 34:15
Absolutely. Thank you. Thank you for what you do. Thank you for inspiring people. I love this and that. I wrote that down. It's like, I wrote it on my desk with my marker. Because I think we often think that we have to be one or the other and we can't have it all and we can't be both or everything. And this is a beautiful testament to your mission. Allowing people especially women who love to serve everybody but themselves that we can practice self-care, we can heal our bodies. We can do all of these things to keep ourselves functioning and happy and feeling really good. And also be there for our families, serve our kids not serve our kids. I hate saying that because then I feel like anyway you get what I'm saying, but yeah, we serve. We serve people around us from a place of love. And we want to make sure that it's truly from a place of love and not from a place of black. Right?
Bridgitte 35:11
Yeah, I think that the, you can have it all, is something that I tell you know, my clients all the time. It's something that I that I preached so yeah, I loved that. And I love this conversation and we could go on and on. So, if anyone has any questions, we can do a part two.
Pualena 35:26
Oh, my gosh, it's happening. I'm just gonna send you the link as soon as we're off. Again, you're phenomenal. And we will chat again soon.
Bridgitte 35:36
Sounds good. Thanks.
In this episode, Pualena and Dr. Anjali Agrawal explore her unique role as a non-cracking chiropractor, emphasizing gentle adjustments, functional nutrition, and ergonomic insights for holistic health. Dr. Agrawal shares her transformative journey into chiropractic care, recounting a pivotal moment that redirected her career path. From being an audible junkie to embracing low-force techniques, she highlights the effectiveness of these adjustments for long-lasting results.
The conversation delves into the significance of addressing physical, nutritional, and chemical stressors for resilience and preventing strain accumulation. Dr. Agrawal's insights extend to nutritional support, dispelling myths about pregnancy, and her comprehensive workplace wellness course, challenging common health misconceptions. Pualena expresses awe at Dr. Agrawal's approach, referring to her as the answer for those seeking ways to feel better, move better, and enhance longevity. Dr. Agrawal's holistic approach integrates movement, nutrition, and lifestyle choices, providing a valuable perspective on optimal well-being.
About Dr. Anjali Agrawal
Dr. Anjali Agrawal is a holistic healthcare practitioner, combining chiropractic and nutrition to specialize in pediatric and women's health. With a background in Biochemistry/Cell Biology from UCSD and a Doctor of Chiropractic from Palmer College, she is certified in Internal Health and the Webster Technique. Her approach integrates gentle hands-on techniques, physiotherapy, and nutritional supplements.
Dr. Agrawal discovered chiropractic's holistic benefits during a summer job, where a chiropractic adjustment miraculously cured her cold. This personal experience led her to pursue a chiropractic career, fueled by a passion for family health, fertility, and comprehensive prenatal and postnatal care. She is dedicated to providing a whole-body approach, offering her expertise in chiropractic, nutrition, digestive health, and allergy relief/neurological stress reduction therapy.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Dr. Anjali Agrawal | Back In Balance:
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Transcript:
Pualena 00:00
So, I'm just sitting here, I'm like, please let everybody in the planet learn about this woman, you are really the answer to every humans out there Googling, how do I feel better? How do I eat? How should I move? Like, how do I create longevity for myself? And you are the answer.
Pualena 00:31
Okay, well, we are live. I am here with Dr. Anjali. I am thrilled and so excited. I did a little bit of research on you beforehand. And I absolutely love what you do, how you, the framework that you provide your services around is really fascinating. And so I will let you introduce yourself and just share, I wish you guys could see her setup. I'm looking at a lot of spines and skeletons and amazing, really interesting things. And so you guys can just close your eyes and imagine that as you listen to her introduce herself. But please share with us who you are, what you do and how you got here.
Anjali 01:13
Yeah, well, thank you for having me. First of all, I am Dr. Anjali Agrawal, I am a non-cracking non-popping chiropractor, helping families make more empowered decisions regarding their health and wellness from their journey, from conception to adulthood. And I utilize gentle chiropractic adjustments, I integrate functional nutrition, and some interesting testing modalities and my background in corporate ergonomics to help come up with recommendations that are individualized to each person.
Pualena 01:50
Beautiful beautiful, please go on. I'm sorry, today.
Anjali 01:54
Oh, no, I was just gonna say I, I got into it. Because while I wanted to go into healthcare, you know, as many kids say, they want to be doctors and I stuck with that. But I didn't know what my options looked like outside of the traditional medical model of being a doctor and I pursued the volunteer opportunity at Stanford Hospital throughout high school just to explore what that looked like. And while I knew I still wanted to pursue healthcare, I was a little disheartened by the fact that I felt like those were my only options. And so luckily, I came across the chiropractic world after I was enrolled as pre-med, and came to look for a summer job really, and found an office that needed Front Desk support for the summer. And so, I started working at a chiropractic office. And that whole experience was really the pivot for my healthcare journey.
Pualena 02:59
Interesting, I cannot wait to dig into this. What. So, you know, when you were looking at the different facets of health care, and we, as you said, you know, as kids, you're like, I want to be a doctor, I want to help people, I want to heal people, which I'm sure after knowing you, I mean, we just met but I, you seemed just very, like empathetic and compassionate. And so I imagine being able to help and heal people was probably part of your motivation. And I'm so curious, what about the chiropractic field drew you in versus what you saw in the medical field?
Anjali 03:37
Well, it was a few different things. What I really liked about the chiropractic approach was that you were working on the whole body, right? And so whether or not someone came in, with a specific complaint, which is typically what happens when we say, well, I have low back pain, or I'm getting a headache, or my elbow hurts, whatever that might be, we tend to have a very focused complaint that we're coming in with, or that seems to be calling our attention. And what I really liked about chiropractic was that, at least what my training was, and how I practice today is that when someone comes in, we still look at the whole spine, because everything is connected. Like if you remember the story, the song as a kid, you know, the hip bone is connected to the knee bone and all of that. And it's true, right? Everything is connected inside our bodies. And so the idea was that just because you have a specific complaint, it doesn't actually mean that the source of that complaint is from the area where you feel it, right? So, I often give headaches as an example because almost everybody has experienced a headache at some point in time. And with headaches. You know, it could be a variety of reasons, right? Like, it could be that you're dehydrated. It could be that you sat in front of the computer too long or maybe you slept funny on your neck. It could be that you're stressed out about a deadline at work or something happening in your home life. So, that really ties into the philosophy behind misalignments in general, which the founder of chiropractic, Dr. DD Palmer said that it's based on thoughts, traumas or toxins, right? And we often think of pain as being, we think of musculoskeletal pain as being a musculoskeletal cause. But if we go back to the headaches example, it really could be any one of those three types of stress. And that's what's really exciting to me because no two bodies are the same. But no two presentations for the same body are the same either. So, somebody could come in one week and say they have headaches and then a couple of months later, say like, oh, I injured myself, and now I have low back pain. Which is, yes, there might be a musculoskeletal component to it. But I get to investigate further and identify, well, what are your eating habits like? What is your digestion like? What is your mental stress level like? What is your work setup like? Do you sit in front of a laptop? Do have external equipment? So, we get to dig in from a much broader perspective, to really make the changes for that person, that would be most relevant for them, right? So, rather than feeling like you have to make all of these changes to your life, which may or may not be realistic for you, or doable on a long-term basis. But if we can narrow that down and say, here are three things that you can change, for you to give you the most impact, to improve your health and well-being, then that makes it a lot more doable for and motivating for that person to carry forward with those recommendations first, and then we can work on the other aspects as we go along.
Pualena 06:54
Oh, my gosh, I love this so much. You're like so, one of my really good friends is a chiropractor here. And she was telling me, you know, what she does, but her sort of framework is and mindset is, and I was like, Oh my gosh, you are like the digital strategist for the human body. Because like alignment, or lack thereof, can affect all these other things that we don't think are connected, right? It's like, I love that and actually love, like, you are really motivated to find the root cause, like a true root cause rather than sort of fixing the localized pain, or what we assume to be the source of what our discomfort is coming from, right? Amazing, oh my gosh.
Anjali 07:45
I like that, the digital strategist for the human body. I need to use that.
Pualena 07:48
It’s almost like, you know what alignment, alignment is key. Alignment in your brand. Yeah, I love it. Amazing. Um, so I do want to get into I think everybody listening is like, tell me how to sit properly because I am a digital entrepreneur, and I am at my computer way too often. And like, we're all aware, we're here, right? We're like, I need to get up and move. I need to get up and adjust my eyes, let my body relax, but sometimes we don't. More often they're not, unfortunately. And I, there was one other question and I was like, Pua don't forget, and it'll come back to me. But let's talk about that. Because I know that is something that you focus on, right?
Anjali 08:32
Yes, absolutely. Yeah. Well, the reality is that we weren't designed to sit or stand for long stretches of time, right? So, when standing desks started becoming more prevalent, people got really excited because they, you know, sitting was the new smoking was kind of the saying that was going around, and standing is great as well. But we weren't designed to stand in one place for hours a day. So, what tends to happen for people is that when they are sitting, they tend to slouch because, you know, we can only hold ourselves upright for so long, before we start slouching in front of the computer. And then when people stand for long stretches of time, they'll load one hip, like, they'll stand more on one leg versus the other, or they'll kind of lean forward on their desk just to take some of the pressure off. So, what I encourage people to do is rather than thinking of sitting up straight or standing straight, because that tends to put us in a very rigid posture, right? We get really braced for sitting up or standing up. Yeah. And that's really tough to do. And that's not actually good for us because you're actually contracting the muscles to maintain this seemingly unnatural posture. So, what I encourage people to do instead is simply think of taking taking a deep breath every hour. So, in order to take a deep breath, we naturally will bring our shoulders back we'll relax our arms will kind of expand our chest and letter head settle into a good position. So, don't think about sitting or standing straight, just think about taking a deep breath. And that automatically will put you into a more relaxed neutral position. Regardless of what your posture is, right? You could do the sitting, standing, moving around, like, you don't have any parameters to limit you with this exercise.
Pualena 10:24
Oh, my gosh. So, it's funny, because a lot of times if we're, if I'm talking to somebody who's sort of movement based, or they give us some kind of protocol, like, if you're driving don't do this. This is even good when you're driving. Right?
Anjali 10:35
Exactly, especially when you are driving because you're stuck in traffic, probably.
Pualena 10:40
Oh, my gosh, I love that I am such a, I'm guilty of having a standing desk and then like, beating myself up for not standing at it enough. And I have this like, balance board thing under the desk. Is that, is that a good idea? Or bad idea?
Anjali 10:58
That’s great, yeah. Because the balance board encourages your core to be involved. And it encourages movement, right? So, you're not really in a static posture then. So, yeah, I do want me to go into tips for?
Pualena 11:10
If you're willing to, don't give us all your secrets if you don't want to, but if you want, we are here.
Anjali 11:18
Well, some of the basic things. So, the idea behind taking a deep breath every hour is kind of based on the concept of muscle memory patterns. And so muscle memory usually starts to kick in after about 45 to 90 minutes of a static posture, right? So, if you continue sitting for a couple of hours, if you continue standing for a couple of hours, if you're even if you're walking around and moving for a couple of hours, if you're kind of in that same posture, right, if you're running a marathon or going for a long hike or something like that, your muscles will start to adapt to that to that movement or to that posture. And so the idea behind or the benefit to sit/stand desk is really that you could continue working in a different posture, right? So, if you've been sitting, even if you stand up for a few minutes, and then sit back down, you can continue working without having to take a break in that sense. But ideally, if you could actually take a break every hour when you take your deep breath, if you could change your posture, and do a stretch, that would be amazing, because then you're not just getting the movement, but you're actually elongating the bustles by doing a stretch, and then returning back to your activity. So, what I like to encourage people to do is take a one-minute break, or maybe a two-minute break, take a deep breath, change your posture or do a stretch, and then return back to your movement. With the idea being that you could effectively accomplish a lot more by the sets of better biomechanics in less than 15 minutes a day, as compared to trying to allocate 30 to 60 minutes to do a full-on yoga session. So, not to say that yoga is not helpful, because I think it's amazing. But I think people often get stuck into this mindset of thinking that I can sit for eight hours a day, and then it's okay, I'm just going to work out for an hour or I'm going to stretch for half an hour an hour. And then I should be good. But the reality is that it's really hard to undo and practically impossible, I'd say to undo 6 to 10 hours of anything with an hour or something else, right? Like, just mathematically that doesn't work out that way. So, if you could give the micro brakes to your body, you will actually retrain those muscles to maintain a more neutral posture. So, that you don't go into muscle fatigue. And then we don't start to get to that slouched or lady-over position, because your muscles don't get as fatigued.
Pualena 14:03
You are changing lives. I mean, if we think about it, too, right? It's the like, gut reaction that I got when you were like, you know, take a break every hour, one or two minutes. And I was like, but what if I can't, you know, it's like, I'm in the flow, I'm not going to take a break. And that is crazy talk. Because you're literally if I'm sitting even at an 8 or a 10 hour day, that's 8 or 10 times you're gonna rest. Like it's not crazy. We're not asking people to do something super insane. And it's, you know, as easy as a deep breath, standing up walking around, right? And I think it's so important for us to like, reconnect with the fact that we are humans. And the work that we're doing is not more important than our own wellness. Right. No matter what you get up to, right? Yeah. Totally. I really appreciate, and I love really just sort of small and approachable protocols that allow us to just implement right away without, you know, I'm gonna plan, I have to plan ahead of time to like, start doing this thing. And I'm going to start on Monday, it's like no, just start now get up, if you haven't gotten up for a couple of hours, like, take a deep breath, and get back to it. Oh, my gosh, amazing. Thank you. We will share more about the course that you have because I'm sure you have tons and tons of tips and strategies for people to literally create more alignment for themselves. And I imagine when we align our bodies, everything around us the things we're working on our relationships, our family life, all of that. Do you see a trend where that sort of tends to also shift back into place for people?
Anjali 15:50
Yeah, I mean, it's a lot of energy to be in pain or be a discount for right, whether or not it's severe pain or not, even if you have a mild headache, I think sometimes that's even more draining than having something big happening because you're just getting this nagging sensation in the back of your head for as much as you can focus on it. And so I think that, from what I've seen, and one of the big reasons that I really enjoy integrating the nutrition work along with the adjustments is that because the structure and function are connected, right, the nerves are going to every part of our body, whether it's an organ, or a muscle, or our skin, which is an organ, but you know, it's going to every part of our body. And so you cannot separate it, to say that this is just going to a muscle and it's not impacting another part of how my body is functioning, or another system in my body is not just the musculoskeletal system involved. And so what I think people often don't think about is that, let's say you are getting low back pain. Yes, it's certainly possible that it's a musculoskeletal issue. And maybe we need to get your back back into alignment or the ability to work on the muscles and do some soft tissue work. But it's also where your kidneys and adrenal glands are located. So, are you drinking enough water? Are you taking care of your body in that capacity, and kind of going back to the three types of stress whether it's thoughts, traumas or toxins? When we address the physical trauma is how Dr. Palmer identified physical or structural stress. And when we identify toxins, which is how we identified nutritional or chemical stress, then you tend to have a lot more bandwidth to handle the mental and emotional stress, which sometimes people don't have as much control to make as dramatic changes with right? So, you might have work stress or home stress. And it may not be in your immediate capacity to change jobs, or to do something differently about your home life. But you certainly can do something differently about what the physical alignment of your nervous system is like, you can do something to improve the digestion in your body, to absorb the nutrients better, to make better choices in terms of the foods that you're eating. So, that it allows your body to absorb the nutrients in a more effective and optimal way. So, we can make those changes to give you the bigger reserve to handle your day-to-day life in a more adaptable way. So, that you're not just running on fumes all the time, right? So, you have more reserves. It's kind of like how so many kids can bounce back so quickly from many things, right? They may not sleep great one night, but the second night there. Or the next day, even they're kind of they figure it out, they're back to normal, seemingly normal, or they might not eat something that's great for them, but they can bounce back from it. So, likewise, it's my goal to give adults that bandwidth to bounce back from these day-to-day stressors as well, so that it doesn't accumulate and create more, more of a drain on their systems.
Pualena 19:15
Yeah, that's beautiful. And I think we don't realize what we take on sometimes, right? We're pretty resilient beings. And we abuse our bodies quite a bit. And yet, we're all here, right? And so it's sort of creating awareness around those things and protocols for solutions and things that we have no idea about, which is why you're here.
Anjali 19:44
Well, yeah, that's the interesting thing is that we only feel about 10% of what's happening in our bodies, right? So, we don't feel all of the chemical reactions that are happening beneath the surface. So, I give the analogy of an iceberg, right, because you only see the tip of an iceberg, you don't see the bulk, the massive iceberg that's beneath the surface. And similarly, in our bodies, we don't feel our body taking calcium from our bones or teeth and giving it to our blood. Like, we just don't know what's happening. So, when people ask us how we're feeling, we actually give them very skewed response to that question, because we just don't know. And so, if we ignore the indicators that are coming up on the dashboard to say, like, Hey, this is feeling a little achy, or, you know, I feel like I just need to cross my legs, because it's just become a habit to do so. Or I'm just feeling tired. If we don't pay attention to that queue, and we just push past it, or we somehow deal with it, right? Either you drink some coffee or you decide you're going to stretch a little bit, but you don't actually address the cause of the issue, then you continue putting more stress on the body that you're supporting it. And the challenge is that people often equate age, with their symptoms in the sense that like, like, you know, like–
Pualena 21:07
Oh, I’m just getting older, that's why I’m sore.
Anjali 21:10
Yes, exactly. Like, and age is certainly a factor, I won't discount it entirely. But working with so many kids I work with even newborns who are dealing with challenges of their bodies. But even if we talk about older kids, like teenagers who are dealing with challenges, and then I have people in their 80s, who I aspire to be like one day because they're doing so amazingly well, in their bodies and their overall health. So, age is a factor, but it's not the only factor. But I think the reason age becomes a factor is again, because we just continue stressing our bodies more than we support it. And our bodies will adapt to a degree and compensate to a degree, but then it reaches a threshold for where it says, Okay, I can't keep going at this rate, we need to do something. And if you don't pay attention to that whisper or those initial signals, unfortunately, we don't have a dashboard in our bodies like we do in our cars. But if we don't pay attention to that, then that has to accumulate, or that has to manage and take resources from other directions, other systems in order to continue pushing forward. But either the symptom gets worse, and/or you start to get more symptoms, and then you just have to figure out what your threshold is for what you can tolerate before you decide you're going to do something different about it. So…
Pualena 22:36
Yeah, wouldn't it be nice if we had a dashboard? It's like, I feel we used to have a dashboard that we all were like really keyed into. And over time, it's like society and stresses of life to sort of teach us to turn it off. Right. Like our intuition. Amazing. So, I would love to get into the nutrition side of what you do as well. But first, I want to touch on a part of your catchphrase, subtitle, whatever you want to call it. The non-cracking part of being a chiropractor that is so fascinating to me, please share.
Anjali 23:20
Well, yeah, when I was in school for chiropractic school, I was an audible junkie in the sense that I really felt I truly believed that the adjustment did not take place unless I could hear the movement happen, or the hearing that release happen. And we were taught, you know, our professors would tell us that it's really not about the sound, it's about the movement. And I didn't really believe them. And I started in practice, over 16 years ago. And when I, within my first year of practice, the chiropractor who I was an associate for, she had learned a different technique for adjusting the low back and pelvis, which didn't involve the traditional being on your side. Many people call it kind of the pretzel loop, because you're on your side and then going into that position. So, when I learned that technique from her, I thought that was really cool, because being a fairly petite person and working on people who are often larger than me is like, oh, that gives me another way to adjust the pelvis and low back. So, even though I didn't hear the audible release with that, I felt like it was a very effective way to actually work on the pelvis and low back and I would see the difference before and after the adjustment. And then I started getting a lot of people who were really nervous about getting their neck adjusted. So I had to figure out a different way to adjust their neck because I don't want to put them into more stress by by doing something that's uncomfortable for them. And so I was using a low force tool to adjust people but I used it very sparingly, prior to that, and then as these people started coming in expressing concern about that, I would adjust the rest of their body, the rest of their spine manually, and I would adjust their neck using these low force techniques. And interestingly, what started happening is that people actually started holding their neck alignments better for longer stretches of time. So it's like, okay, this is interesting because it was kind of like the win-win, right people were happy to not have to make as many appointments, I was happy that their body was holding their alignment because I don't really want to be someone's Band-Aid, either, right? I don't, I don't want someone to be dependent on an adjustment in order to be able to live the life that they want. So, I started looking into this more, and I was adjusting the pelvis and low back using this low-force technique as well. So, it was really only the mid-back that I was adjusting manually at this point. And then, over time, it started shifting where I was adjusting the whole spine using low-force techniques. And what that means is basically, that with most adjustments, besides the direction of the adjustment that you're trying to work on, you are primarily using speed and force. And I'd say the majority of chiropractors that have given me manual adjustments over the years, most of them are not very fast. And so most of them will use a lot more force rather than speed. And what that means is you're basically, you as the chiropractor, you're using more of your muscle mass to push past someone's tight muscles and get that adjustment to happen. And that usually means that the adjustment will happen. But because the body has moved very quickly, and in a way that required a little bit more force, the body kind of wants to bounce back to what it has remembered more quickly. So, the analogy is like a Theraband versus Theraputty, right? So, Theranad, when you stretch it, it wants to recoil back pretty quickly. As soon as you let go, it'll go back to its original shape. Versus putty. If you stretch it out, it may go back to its original shape, but it takes a really long time to get there. And our muscles and our ligaments and joints are a combination of the two. So, we need a little bit of the quick release. But we also need the slow aspect of it, which is kind of the difference between movement and yoga, right? In yoga, you're holding a stretch to get that elongation of the muscles, versus just movement where you're getting the quick change, but then you're going back to the original position. And so what the low force techniques allow us to do is use more speed, rather than force. So, you're allowing that change to happen. But the body takes time to go back to its learned muscle memory patterns. And so if we can spread out your adjustments, because you're holding your alignment, better for longer periods of time, then we don't have to retrain your body quite as frequently as we would compared to the traditional chiropractic methods or techniques used.
Pualena 28:17
Oh my gosh, okay, let's, and I promise everybody listening, we're gonna get into like, courses and you know that stuff. But and I hope that everybody is as fascinated with this as I am because it matters. It doesn't matter who you are digital entrepreneur, construction worker, like, we all have bodies with spines. And so this is just I think it's it's really interesting. A couple of things. One, just to sort of clarify for our listeners when we talk about like holding the alignment, right? And please correct me if I'm wrong, you are the chiropractor. But it's sort of like when we are somewhat misaligned. And we come when we get an adjustment. There's like a somewhat, I'm going to say force, that might not be the word but right, we're like, forcing the spine back into its proper place. And then over time, it kind of wants to go back. And so that's why we keep coming so that it continues to align, right? Is that sort of kind of on par with what? Please explain.
Anjali 29:18
Sure. So, the idea behind misalignments of the spine. And the reason that people, you know, often say that once you start going to a chiropractor, you have to go for the rest of your life. And that's only true because we continue stressing our bodies, right? So, we weren't designed to have ongoing stress. We were really designed to have episodic stress. The whole concept of fight or flight because of a bear showing up in your path, right, but now the stress is virtually 24/7 for almost all of us, right? Probably anybody listening to this podcast, because unless you were in some remote area of the world where you don't have access to all of this stuff, you're probably dealing with some aspect of it and stress, again, can be the physical structural, so we're probably having somewhat static movements in our day or maybe lack of movement, static postures in our day, what we eat, the air we breathe, the water we drink, all of that impacts our chemical and nutritional stress. So, perhaps we're not making the right food choices for our bodies, perhaps we're breathing in air that has been more polluted than what our bodies could keep up with on a day-to-day basis, perhaps the water is not as clean as what our body might need. So, all of those parts can impact it. And then, of course, mental and emotional stress is, is there as well. And so the idea behind stress is that that is what causes our body to shift its alignment of the vertebrae in our spine because our vertebrae and our nervous system are always responding to all those different stresses and trying to manage all of that. And so when you get the vertebrae corrected in its alignment, our goal as your chiropractor, the goal is to help ensure that we can support your body in as many ways as possible so that you can hold your alignment as well as possible for as long as possible. And that's why we talk about, in our practice, we talk about moving well, eating well and living well. So, moving well we talk about what are the day-to-day things that you could incorporate, such as taking a deep breath every hour, what are the day-to-day things that you can do to help your body hold its alignment better? What are the nutritional/ chemical changes that we need to make for you? Do we need to provide you with better-quality supplements? Do we need to make food modifications based on your body and your digestive system? What are the ways that we can help your mental/emotional well being whether it needs doing a gratitude journal or doing some exercises to engage the brain in a different way? Really trying to focus that for each individual, so that you can maintain your alignment as best as possible. But yeah, that's the idea behind when you have a misalignment and then holding in alignment would be how well you can maintain that alignment for.
Pualena 32:12
Beautiful. Thank you, please don't let me explain chiropractic things anymore. And it's great, like, I love that we get to just sort of clarify how our bodies function because we literally are our bodies. And yet, I think a lot of us don't understand the way that it works, and how we can best support ourselves. So, thank you this is so epic. And on that note, I would love to sort of touch on the way that you also provide nutritional support for people. And that is also this very, like mysterious space where there's so much noise. Don't eat carbs. Eat this. Don't eat that. Like there's just organic, not organic. What? And it's so interesting, because, and I would love to dive into this with you in terms of not just what's best for us as individuals. But also I think thinking about like, what is our genetic makeup and sort of historically, our personal ancestors, right? Does that affect the way that we process different kinds of nutrients and foods and what we want to eat and how we crave things or, you know, yeah, let's talk about it all.
Anjali 33:39
Alright, excellent. So, in terms of genetic expression, or genetic tendencies, I feel like I feel like a lot of us want to assign it's not necessarily blame, but we want to explain why something is the way it is, right? So, if someone has a family history of diabetes, we almost feel like we're destined to get it. So, it becomes okay, if we get it. Or as we get older, it becomes okay, if we have arthritis, because that happens to many people. And so, one of the things that I like to clarify for people is that just because it's common, doesn't mean that it's normal, right? And I think that really came to light for me because people would say, Well, I'm experiencing this, but it's okay. It's just because I have X, Y or Z, or I would see that a lot because I focus a lot with prenatal care. So people would say like, Oh, I'm just getting food cravings, but that's okay. I'm just pregnant or I'm experiencing nausea, but it's okay. I'm pregnant. Right and right, you are pregnant or you're X amount of years old or you have a family history. Yes. But if that were true, if that were normal, then that would mean that everybody in your family would have it or that would be that every pregnant person would experience this or that would be that every 75-year-old person would experience this. And that's not true, right? So, we are unique individual human beings and there could be different parts of our DNA and our bodies that make it more likely or less likely to experience things. But at the end of the day, it is all governed by enzymes and these chemical reactions. So, we have the ability to magnify or suppress those enzymatic reactions by taking control of what we're doing. And what the tricky part is, is that really making it customized for each person, because there are many good things in the world like, but eating salads isn't right for everybody. Taking vitamin D isn't right for everybody, taking calcium isn't right for everybody, right? So, rather than just going out and making these decisions based on what your neighbor is doing, or what your sister is doing, or so and so posted on Instagram, that this is the new thing to be considering. There is a lot of noise. And I think it gets really overwhelming. And I think what people end up doing is really just finding research to support their views on things, and then just going forward with that, as opposed to just saying, What does my body need? And how do I get a better analysis of what's happening in terms of my internal reactions and shifts in the body and kind of going back to the iceberg analogy of where we only feel about 10% of what's happening in our systems? When we talk about blood work, because that's what most people think of when it comes to their health, right? You go to your doctor, they take bloodwork, it comes back normal, they said, Well, everything looks great, you're fine. And you're like well, great, except I don't feel great internally, right, there's still something happening in my body. That is now not explained, I don't know what to do. And with nutrition work, what we look at is we can do a functional analysis of bloodwork, which is a little bit different than the critical analysis that most practitioners will do. So, we can look at that. However, if we look at the health spectrum, so if this is somebody in perfect health on one end of the spectrum, and somebody close to their deathbed, on the other end of the spectrum, symptoms don't appear when you're in perfect health, right symptoms really start to appear, typically about halfway down that spectrum. And bloodwork is really only testing that last 10% because our body's highest priority is to keep our blood happy like it will take resources from anywhere else in our body, in order to keep our blood happy. So, part of that iceberg thing of only feeling 10%, I gave the example of not feeling the calcium being taken from our bones or our teeth and going to the blood. So, if our blood needs calcium, it will likely take it from our bones or our teeth. If our blood needs magnesium, if it needs potassium, whatever it needs, the body will try to find it from other systems in our body to keep our blood happy. Which is why when you get a blood test, and it says that everything is quote-unquote, normal, or looks good. It doesn't actually tell you where is your body taking resources from in order to keep your blood happy. And if it's showing up normal in the blood test, it just means that it hasn't depleted your body is not depleted enough where it's actually draining it from your blood as well. So–
Pualena 38:46
Woah and if it's depleted in your blood tests, then you're in trouble. Right?
Anjali 38:50
Right, then it’s more urgent in the sense that your body is really needing not infusion specifically, but it needs these nutrients ASAP, right? And so what I've done, I've integrated functional nutrition nearly the whole time I was in practice. And I used to use a lot of different companies for different types of tests. So, I had to prioritize what I was really wanting to get information on. Because cost is always a reality for almost everybody that I work with. And so I had to prioritize what was really my goal to get information on. And we could test virtually any other tissue of the body, whether we're talking about hair, our saliva, our skin, our urine, our stool. We could test anything and that would give us a much better indication as to where our body's taking resources from. However, even with those tests, they were pretty limited in terms are focused on what a few things that they were looking at identifying and so I came across a different testing company about six years ago that does hair and saliva testing. It is hands down the most comprehensive analysis that I've come across. And so it looks at all the different systems in our body, it looks at food sensitivities, which is different than food allergies, but it looks at sensitivities. It looks at how our body's absorbing nutrients, what is happening with our hormone levels, if we've had pathogen exposure, that that hasn't been cleared out of our system, like if someone had mono, and it just kind of laid dormant into their systems, and then it also looks at what are the specific nutritional supplements, that would actually start to bring your body towards balance, which is fascinating because most testing just tells you what's wrong, but it doesn't actually tell you what to do. And if they do tell you what to do, it's usually based on a cookie-cutter protocol, like if this is high, take this, if this is low, take this. And this one is actually a completely customized recommendation based on what's happening with your body. So, no two recommendations have ever been the same in my last six years of doing this analysis. So, that's really how I look at testing for each individual, but that is looking at how are they digesting the nutrients? What are the changes that we could make for their day-to-day thing, so maybe it doesn't mean… Maybe it means having, I don't know like whole grain instead of refined grains, maybe it means having a certain type of vegetable, maybe it means that they have to steam it a little bit rather than having it raw, maybe it means they have to have a raw instead of having it cooked. Right? So really identifying for that person. So, you're not just making random choices based on the overwhelming amount of information that is present.
Pualena 41:51
Oh, my gosh, I am blown away. But truly, this is just very eye-opening, because I agree I think a lot of people see a blood test as the pinnacle marker for where you're at in your health. And so the test that you're talking about do you have a link? Could anybody take it? Is it something that's special through you? How do people sort of start that journey? And I hope they want to start with you. Because I think having you to guide people through the results and how to sort of utilize your very holistic and well-rounded approach, I think is a phenomenal service.
Anjali 42:33
Oh, thank you. Yeah, that's only available through practitioners. It's not. I think it's too confusing to order a test. Yeah. So that's only available through practitioners. But you can go onto my website and get a 15-minute complimentary call. And then we can certainly talk about if that's what you would like to explore further, then I'd be happy to set you up with that.
Pualena 42:56
Amazing. That's phenomenal. And I just I really appreciate the grounded approach that you have, you know, and I don't think that other people are wrong in their approach necessarily, but I think most, not most, the people who appreciate something that is grounded in science and research and something that is a very, it's just databased, you know, that's it feels like it will be a, it will yield results, I think is what we're looking for. Right? That's what everybody wants. Yeah. Yeah.
Anjali 43:31
Yeah, so my goal is always that within two weeks of working together, that you would start to see some kind of changes, whatever that would be based on your history and your goals. But I want to know that what I'm suggesting for you is working also, right, it's not my goal to just have you keep coming in and not see changes happen.
Pualena 43:51
Definitely. Amazing. So, does this mean that if somebody does not live in your area and can't necessarily come in as a traditional patient or client of yours? Do you offer sort of online services, either one-on-one group coaching? Walk us through everything that you have to offer for people who may live near you and may not?
Anjali 44:15
Yeah, so I'm in the Bay Area in California for the people who live or work close to me. Yes, they could certainly come in to be chiropractic patients or practice members. I have not figured out how to do chiropractic adjustments virtually, yet.
Pualena 44:33
If you do, you will be a bazillionaire.
Anjali 44:37
Right? But certainly for stretching, movement. I do virtual ergonomic assessments for people at their home office or their workplace. I set up with a number of companies to do virtual assessments in that capacity or going through stretches and things like that would be helpful for people to be able to again target to see what would be most helpful for them. I also have the YouTube channel for stretches available as well. And then for nutrition, certainly I can do that in person or virtually it doesn't matter where people are located for that. That is, well, I should say it's still most conducive to being in the United States. For it, I haven't figured out all of the aspects to be international for all countries, some countries are easier to navigate in terms of getting the testing or getting the recommendations, more feasibly to them. But certainly, in the United States, it’s not a problem.
Pualena 45:35
Amazing. And you also have some courses coming up. Tell us about those.
Anjali 45:42
I do, yes. So, the first course that is launching is the workplace wellness course. And that is really designed to help people regardless of whether or not you work in a traditional like computer desk, or in an office setting, or if you're working from home, whatever your day-to-day movements tend to be, it is to help better support that. And it is we call it supporting workplace wellness, through moving well, eating well and living well. And so we go into these different facets of how you can start to make some changes and understand your body better, whether it's looking at how you're moving it, how to set up your workspace, so that you can stand in the kitchen with more ease so that you can work in front of your computer with more ease. Understanding digestion and how it actually works. So, that before you take an antiacid, or before you take a digestive enzyme, you understand what the process actually is like, and looking at what it actually is presenting like if you're having trouble breaking down proteins or carbs, or fats so that you can make more informed decisions about your health and well being. And then we talk about living well, in the sense of what does it look like when you're in pain? What is the impact of that? What is the impact of you getting sick? How do we help support your body navigate that? And how do we look at supplements, because not all supplements are created equally. We talk about that. So, if you're going to the local store and making choices that you can make better-informed choices of what you're taking. We talk about different exercises that you can incorporate on a very easy basis. You don't need any equipment for them. And it's different from the stretching because this is actually neuro-sensory integration or things to help your brain function better. It's so that we can better support your mental and emotional well-being as well.
Pualena 47:45
Oh my gosh, oh, you are not even done. I am so sorry. I just can’t wait for everybody to–
Anjali 47:48
No, that was the first course.
Pualena 47:51
I'm sitting here I'm like, please let everybody in the planet learn about this woman, you are really the answer to every humans out there googling, how do I feel better? How do I eat? How should I move? Like, how do I create longevity for myself? And you are the answer. Please. I'm so sorry. I cut you off. This is amazing.
Anjali 48:18
Not at all. I appreciate your enthusiasm. The second course is about navigating the five trimesters of pregnancy and I call it the five trimesters because I consider conception that trimester and then going through the three trimesters of pregnancy and postpartum care. And it's more about breaking the myths associated with that whole journey. And also understanding how moving well, eating well, living well, plays into those different trimesters because we often are not aware of what our options are. So, if somebody is having infertility challenges, if they are experiencing the morning sickness, or nausea or fatigue in first trimester, these are times when people are not often talking to many people about what they're going through. And so you may not have a lot of resources available to you, in terms of what your options could look like, and even a second trimester, for many women, it tends to be a smoother experience. But if you're dealing with things like heartburn or some back pain, unless you have somebody who is informing you to maybe try chiropractic care or seek out more holistic measures, which is dependent on your OB, or two people baby, specifically telling you to seek out alternative resources, you're still feeling pretty limited because there's not a whole lot of support that can often be given during those periods or those months of your life. And that whole journey, and that even for postpartum care, right, a lot of things get written off as being normal even though it's common and not normal. So, a better understanding, how do you avoid postpartum depression? How do you or at least minimize it as much as possible? How do you avoid the hair loss that often comes after having a child? So, those are the things that we would talk about in that course.
Pualena 50:25
Oh, my goodness, seriously. And what I love so much about what you've put together is, traditionally, if you are a chiropractor, or anybody who provides that type of care, you can only engage with people who are in your area, who decide to come in to see you, who can afford that kind of care, right? It's like, it's a very limited pool of people if you think about the entire planet. And you are now creating spaces. And this is like, the whole premise behind this podcast, is how do we take our unique gifts, and talents, and experiences, and skills, and passions, and create opportunities to serve more people and to change lives, literally, for anybody on the planet who you could be potentially exposed to? So, thank you so much for diving into the world of online courses and saying yes to serving audiences that are beyond your, you know, physical proximity. I think it's beautiful work that you do is absolutely fascinating. I could literally talk to you for days. I do not want this to end. And just thank you for your generosity too and for sharing so openly. And just your passion for helping people is very, very palpable. And I just really appreciate it.
Anjali 51:51
Well, thank you so much. I really appreciated getting to chat with you. And likewise, I could talk with you forever.
Pualena 51:57
Well, we should do a part two. Definitely. Yeah. And you know, if anything else comes up, let me know. I'm happy to share with our audience. How can people learn more about you? How can they maybe experience some of your offers?
Anjali 52:14
Well, I think the best place would be to either go to my website, which is backinbalancehealth.com Or the YouTube channel, it's Dr. Anjali Agrawal, or on my LinkedIn page, Dr. Anjali Agrawal.
Pualena 52:29
Amazing. Thank you so much. Do you have any final thoughts or anything that you want to share that we didn’t touch on?
Anjali 52:35
No. Well, the gift that all your listeners is I'd love to share a downloadable PDF, which has some stretches on there that you could do which is also on the YouTube channel, but it's on a printed or it's in a PDF format. And then on the flip side of that is actually some basic guidelines for how to set up your desk because most people are in front of a computer at some point in their day. And so just a set of guidelines to look at when you're setting that up. So, I'd love to share that with your listeners.
Pualena 53:05
Phenomenal. We will definitely include that in the show notes and you are incredible. Thank you for doing what you do. And let's definitely stay in touch.
Anjali 53:16
I would love that. Thank you so much.
Pualena 53:17
Amazing.
In this episode, Pualena emphasizes the need for businesses to stay ahead of the curve and future-proof themselves for success in 2024. She offers valuable insights into the trends that are shaping the future of online businesses, such as the increased accessibility of AI tools and shifts in consumer behavior. Furthermore, Pualena provides practical advice on setting up a content calendar for the upcoming year. She highlights the significance of storytelling and the resilience of a brand in connecting with the target audience.
Pualena shares her thoughts on the importance of providing high-touch affiliate experiences and how entrepreneurs can adapt to the changing landscape by embracing innovative collaborations and strategic networking. By sharing her expertise, Pualena encourages entrepreneurs to think creatively and strategically about their businesses and to take advantage of the opportunities presented by emerging technologies and changing consumer preferences. This episode is a must-listen for entrepreneurs who want to gain valuable knowledge and practical advice from Pua on how to future-proof their business and take advantage of emerging opportunities.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 00:00
Create before you consume. So, get up, do your thing, go workout, drink your coffee, whatever you do in the morning, and then create. If you need to write emails, if you need to create social media content, whatever. And then like later on open your Instagram instead of rolling over in bed reaching over for your phone. And as soon as your eyeballs open, you're tapping on that app.
Pualena 00:27
Hello, and welcome back to the Course Creators Academy podcast, what will soon be the Rebel Media podcast in January of 2024. Super excited for that shift, same content style, more amazing interviews, and just sort of broadening our topics to include interviews with, it will still be mostly online entrepreneurs, people who are perhaps using online courses, and also people who are just building incredible businesses, with or without an online course. And I just wanted to create a more inclusive space. And you really focus on how entrepreneurs are using their unique brilliance, their talents, their skills, their passions, and going against the grain, to provide phenomenal services, innovative technology, and products. I just am so excited for what we have in store for early next year. So, you're here, you are most likely an online entrepreneur, probably a course creator. And today I want to have, I'm gonna say a discussion or a conversation. And it's always just in the solo episodes, me pretending that you're sitting with me and that we're chatting about these things. Of course, you're going to just get sort of my experience and my perspective, and bringing in tidbits from conversations that I've been having. And I think this is a really important place for us to sit and reflect as we are wrapping up the year and getting ready to jump into 2024. And thinking about, you know, what does our business look like next year, and, you know, New Year sort of energy and kind of, there's a little bit of added pressure with the turn of a new year, right? A turn of a quarter people don't really even blink an eye like, you know, March to April. Is that ever really focused on other than maybe your financials or your internal roadmap for your business, but everybody on the whole planet celebrates this transition from our current year to the next year. And I think that we often put a lot of pressure on ourselves to make these big changes or utilize this opportunity, as a global transition, to be able to announce or make shifts or bring new energy, or new products or services or, you know, whatever that looks like for you and your business. We often will take this opportunity to do those things. And I don't think that that's bad. Why not? I mean, everybody else is celebrating and, you know, there's really expansive, exciting energy around a new year. And so I think it's a great time to make shifts that will continue to bring your business forward and progress things in the right way, or even in the wrong way. Because you know, we either win or we learn. So, I want to just talk through ways that you might consider setting yourself up for success in 2024, based on trends, based on things that we've seen, and things that we anticipate might be coming soon, and how you can jump on that, create a beautiful ecosystem for your clients to be able to continue moving forward. You know, since I've been talking and sort of rambling, this is the longest intro ever. Thank you for sticking with me. I'm thinking about the Kodak film company and I often use this as an example of companies that were thriving. I mean, when film cameras were, before digital cameras, when all we had was film, Kodak, and like I think it was Fuji film. Were the two like top camera companies and film companies and they essentially had like, well, they did not have a monopoly on the market. There were other film companies but they were the leading film producers, by far. Everybody like Kodak was a household name. As soon as digital cameras came into the picture, I think, I studied this in school 20 years ago. I don't quite remember the details. I should have looked this up but this just sort of came to mind. Kodak did not really pivot. And if they did, nobody knew about it. Right? Everybody still knew, okay, so I'm gonna get my digital camera from, you know, remember Coolpix? Or like, you know, all the big camera companies came out with them, Sony had these cool little point-shoots. They were like waterproof, little digital cameras. They made them so affordable and accessible, that anybody that was using film was starting to explore the digital space. And then, of course, there were digital SLRs, they weren't as good back then as they are now. And for a while, I don't think that they truly replaced film and the quality that you could get from film and the artistry that you could get from film. And I still think today, yes, you can capture phenomenal images, and you can just put it on auto and start to shoot. If you are trained in capturing images on film, you are a true artist. And it's a dying art, I think. And it's sort of vintage, like, there are people who still shoot on film, and it's this very niche market. So, I think Kodak kind of understood that digital work couldn't replace film. But what I don't think they counted on was that most people wouldn't care. Right? Like, I think a lot of people were like, awesome, I'm gonna go on a vacation with my family and I get to capture memories. Are they professional quality, amazing photos? No, but people didn't want that, they didn't need it. So, Kodak's inability to successfully pivot with the market caused that company to plummet. And I don't even know if they're still around. Are they still around today? I imagine they might be in some capacity. But I still like I don't see Kodak as a leading camera company. I see them as a film company. And if I ever were to acquire a film camera, I would probably, you know, look for Kodak film, maybe. I'm gonna see, is Kodak still in business? All right. Yeah, they still continue to provide commercial digital printing products and services, motion picture, film, and still film. This was January 19, 2023. Interesting. So, they're still in the film business. Wild. Anyway, my point is, let's not be Kodak, let's pivot and shift with the market and continue to innovate and utilize these new tools at our disposal.
Pualena 07:40
2023 was a big year for AI. And we're gonna get into that. And I think, I mean, AI has been around for many years before. And I think similarly to digital cameras, AI was not as readily accessible. I mean, ChatGPT is free for everybody. Canva. So, I have a paid Canva account and I don't quite understand what I have available to me versus the free account. But what I think I can gather is the AI features and apps in Canva, which include like, you can text to picture and you can say, like, create me a picture of a dog with sunglasses playing ukulele. And it will create you like four versions of that, they're really cool. They're not perfect, but there's, it's incredible what it can do. And I think if you have the free version, you get like a limited number of something like, you know, five prompts or five requests versus 500. I don't know what it is. But what I'm getting at is AI features across the board are either completely free or very reasonably priced. I mean, there's also expensive stuff like podcast editors and stuff. But I think that this is the year that AI became very accessible to the general public. And it's not going away. And so that's a trend that we can look at. But yeah.
Pualena 09:10
I think there's, so, here are a few things that I've been chatting with other people about recently. And one of them is shifts in consumer behavior. This is sort of a, it requires a little bit of observation, and perhaps talking to people in Hawaiian and we call it “kilo”. And typically that's referred to as like you're going to observe a natural event or you know, like standing out on the shoreline and observing tides, to be able to make decisions for things like that. So, that's sort of like the traditional way to kilo but I think about kilo when we talk about consumer behavior because it's subtle, it's very subtle, but it changes actually quite quickly. So, if we think about the way that we consume advertising now, versus even a year ago, or three or five years ago, you know, we're not necessarily consuming a lot of TV advertising. Even like Hulu, or YouTube, when you see ads playing between videos or in the middle of videos, we are sort of passively consuming that and there is a threshold for where a business should probably be before they run ads on those platforms. And otherwise, you're wasting your money, right? Because those ads need to be thoughtfully produced. And considering the audience, right, they need to consider that you have a passive audience that you're watching a specific topic, a specific show, a specific video, and they need to capture your attention in a couple of seconds. Or you can either skip the ad or just sort of go do other things, while the ads running. There's a lot that goes into that kind of advertising, and it's no longer 30-second commercials. Although those still exist, we still see them, and some people still have cable. So, that's not totally dead. But, you know, there's that type of advertising. But what is more common, what we see more often, and what has a lower point of entry, both cost-wise, and just accessibility is things like Facebook, and Instagram, and LinkedIn, and TikTok. And we have like, official ads, right? So, there's like actual companies that are creating ad copy and ad campaigns and putting them out, creating graphics and video and captions. And then there's the influencer market. These are people who are using their platforms as one gigantic advertising platform, and taking like, they aren't paying Instagram to run an ad and place that ad in front of a targeted audience. They are curating their own audience, and then creating content to drive people to affiliate links. That didn't exist before, at all. Affiliate links didn't exist before. So, now we not only have this official copa– So, there's like levels, right? There's official official, right? That's like TV ads, even I would say Hulu, and all of those kinds of high-level broad audience ads, where you're just probably paying a lot more money to get in front of these audiences. And then we have YouTube, right? Anybody could run an ad on YouTube. But you'd probably want to be thoughtful about it so that you're not wasting your money, then we've got like Facebook and Instagram ads also can be relatively expensive. And then there's also the influencer market. The cost you're paying as an influencer, perhaps before you're big enough to get free products into you, you're buying products, you're reviewing products, you might be spending a lot of energy, creating your content to grow your audience. So, even if it's not necessarily a financial investment, in that straightforward term of paying a platform to run an ad, you're probably still putting money into whatever it takes for you to create engaging content. So, that's not an exhaustive list. I mean, there are tons of ways that people are consuming and getting exposed to new products. And this is so great, because 10 years ago, if you innovated something, you had a very small network, and you had to hustle and you have to go on your to constantly, like, get in front of audiences and do presentations and talk to people and, you know, send out mailers and, and now, if you create a product, you can get it in front of a pretty big audience pretty quickly, as long as you know how to work the system. Now, on the other side of that, as a consumer, we have become much more passive, right? It's much harder to capture our attention, a great hook, like a commercial hook that worked. I don't know 5-10 years ago, won't work now. People are just so like, tuned out and just kind of scrolling like zombies. And it's sad. It's a little bit difficult to think about because as humanity, we are like not paying attention to anything or anyone ever, we're so distracted. And I just think there's just too much input. I saw a great quote this morning from Marie Forleo. And it was very ironic as I was scrolling my Instagram, and she posted something that said, create before you consume. Create before you consume. So, get up, do your thing, go workout, drink your coffee, whatever you do in the morning, and then create. Write your, you know, if you need to write emails if you need to create social media content, whatever. And then like later on open your Instagram, instead of rolling over in bed reaching over for your phone, and as soon as your eyeballs open, you're tapping on that app. It's okay, if that's you, it's okay. I do it too. And I'm going to consciously really work towards not doing that. Anyway, but like, that's it, right? That's how passively you're consuming content. I could see 10 Instagram stories in the first minute that I woke up and remember none of it. Which also means repeated messaging is much more important now. So, before, right, it would be like don't spam my feed, like, why are you posting so many things? Or, why are you talking about the same thing over and over and over? Now, if you spam your feed, quote-unquote, nobody will even notice. For two reasons. One, we're distracted, we're consuming passively. But two, that algorithm is not going to put your stuff in front of the same people twice. So, people probably like if you have 1000 followers, I don’t know, 50 of them might see it. 100 people if you're lucky. So, repeated messaging is actually really important now. And it's unfortunately, forcing us to create more content, which means we have to be smarter about creating our content. Something that I chatted with one of my clients about yesterday, is putting together like, you know, we have a long holiday weekend coming up. Actually, by the time you listen to this, the holiday weekend will be over. But you have weekends in your life coming up, regardless of when you're listening to this. It's worth, let's say you get up on a Saturday, and you spend a little time with your family or you get up before your family wakes up. Whatever this looks like for you to steal a couple of hours for yourself. In like a beautiful setting, if you're always working from home, don't do this at home, go to your favorite coffee shop or, you know, get out in nature. It's so funny, right? Because I'm like, go to a park. Like, if you really think about taking your laptop to a park and jumping on your hotspot, and there's like flies flying around you and wind and there's like sun, so you can't see your screen, and there's like too much glare. Anyway, it's so funny because I've tried this a few times and I'm just like this is not, parks are meant for you to just enjoy nature, it's not meant for you to take your computer. So, do what you need to do to get out of your environment and find somewhere that's conducive to getting some work done, and create your 2024 content calendar. And here's what I would strongly recommend, okay, I'm gonna give you top to bottom, exactly how this could work for you.
Pualena 17:48
There are 12 months in a year. Every month, next year, and okay, I'm gonna preface this by saying you might not want to lock yourself into all 12 months of next year. Your business could change, your outlook could change, I hope that you're, going to call it like your basket of knowledge is going to get bigger, you're going to learn new things, you're going to want to talk about different things. So, an option is to give every month of next year a theme. What I might suggest to do instead though, to sort of leave room for this adjustment is to start with six months and then do this again in like April. But if you want to do the whole year and make adjustments as you go, if you need to, great. If you don't need to and you want to schedule the whole year, and just like call it good. And you're confident that that's going to, like be good for you, which I think is completely possible for a lot of us. Do that. Okay, so then you have 12 themes for your content. That's it, 12. Take each theme, flush it out, write some bullet points about it. Now break each month down by the week and this is where you get to make some decisions for yourself on how you want your content to be created, how you want your content to be delivered, what platforms you're on, this was very different depending on your business and your personal preferences. Some people will theme their days, right? Let's say I have a daily blog. I'm just going to, say that, people do it, hey love it. That sounds terrible to me. But if I have one, right? So, if I have a daily blog, and every month has a specific theme, does every day of the week have a theme, and then does every week of the month have a theme? Because then you create this grid for yourself and you can start to essentially fill in the blank. It's like a giant year-long Madlib and your content creation then becomes formulaic. Okay, so let's say the theme of January is, of course, I'm totally drawing a blank. Let's see, the theme of January is… Okay if I'm an interior decorator, January is houseplants, as I sit here and look at a plant. And the first week is selecting the best house plants for your lifestyle. And you can go from, you know, fake plants, to succulents, to plants that need to be by windows. I don't know, this is becoming a really bad example. But you know, I hope that you can see what I mean by this, even with a bad example, and sort of so like, okay, maybe every Monday is like, actionable tip, right? Hey, do you have a black thumb? Great, go to Target and get yourself a fake plant and put it in your environment, and see how that changes your mood. And then, you know, next Monday is, do you have a fiddly fig and it's not doing so well, scoot it over closer to a window and see what happens. Like it. That's totally up to you. But what I'm saying is if you have a framework, the content creation then becomes fun. Because then you can just tap into the things that you're passionate about the things that you know, the things that you understand deeply, and fit them into each of these categories. Instead of sitting there and being like, what am I going to create today? What am I going to write about today? I'm not inspired today. And then you can batch-create your content. We've talked about this before. But I think now is a perfect opportunity, as we are at the end of the year to look ahead of next year and see like this actually doesn't have to be overwhelming. It doesn't have to be hard, and it doesn't have to take that much time. Right? Okay. Anyway, if you want to hear more about that reach out to me, we got to move on.
Pualena 21:55
Okay, so, let's talk a little bit about trends, like changing trends and stable trends. So, what I mean by that is, Instagram is probably not going to go away next year, although it might, which is why we always say build your email list. Because if Instagram decides to just say, you know, what? TikTok, you’re King, I'm leaving. Please don't let that happen. But it could. Anyway, I don't think it's going to. I think we will have Instagram the same way that we've had Facebook since 2004. Wow, 20 years of Facebook, that's crazy. So, being on a platform is a decision that you can make and feel like you can sort of plan around that. What we aren't always able to do, is see what features are coming on that specific platform. The trend that Instagram is used by many people will probably be the same. The trends of how people use Instagram will probably change. Okay, so, it's pretty important to keep up with the way that we consume content, you know, long-form versus short-form videos, long-form versus short-form text. I know people who blog, and they write like two paragraphs, and they just include all their keywords for that topic. And that blog has only one objective. It's not a resource, it's not for people to actually get value, although they probably could get some, it is 100% for search engine optimization to drive people back to that person's business. Is that still viable? And like, you know, why would they do that? Why would they create a blog with no intention of providing value? Perhaps it's because people aren't really reading blogs anymore. People aren't really subscribing to blogs, right? That been around for so long. And when we build new websites for clients, a lot of times the clients are like, Oh, I think I need a blog. Can we do a blog? And it was like, tell me why you want to blog? Oh, well, you know, I heard it's good. I heard it's good for SEO. If you have a blog, that's good for SEO, it's a very active blog that's very consistent, and you're providing lots of value. Is that something that you're willing to commit to? Oh, yeah, you know, I guess I could do that. It needs to be like I love writing. Or I have a team member who, her entire job description is around this blog, like a blog is a commitment, especially now because the reason why we have blogs is different. So, you know, if you have, you know, you're a personal chef and your blog is recipes. I actually think those kinds of blogs can still work quite well and they might still attract subscribers. But people are typically only subscribing to audio and video content now. And if they are going to subscribe to written content, they might be subscribing to like Kindle, you know, like they want to read, not really reading blogs. They’re reading articles, they're reading books, listening to books, it's very different. Correct me if I'm wrong, this is just based on my experience, and if blogs are still, you know, alive and well, and if you know for yourself that you, people are still subscribing to blog content, please let me know. And I'm so happy to come on here and change my tune. But I truly think that that is the intention for blogs is shifting quite a bit. Now, if you do love to write and you want to have a blog, it is still pretty good for SEO, right? Because people are like, they're going on Google. And they're like, how do I edit a podcast video? And if you've written a blog on how to edit a podcast video that might show up in the search. People are going to see that they might, you know, end up clicking through to your website. So, that actually still works as a great lead-in to your business, to your website, to your services, to your products. If you're going to write a blog about how to edit a good podcast video, you probably want to do a YouTube video. And if you are thinking about what kind of content to create, YouTube is probably going to be more effective than a blog. But again, it's a commitment. If you're going to have a YouTube channel that you want to grow and you want to use to attract business, it's going to need to be consistent. YouTube is a lot more work too. You need to edit it and have a little intro/outro. The little clips at the end, tagging, great captions, thumbnails. All of that is very important on YouTube. So, just think about the platform and the type of content you're creating, and the commitment that you're willing to put forth. Okay.
Pualena 26:54
Your brand must be resilient. And, you know, double down on your brand. Use your colors, use your fonts everywhere, put your logo on things, and get them made like hats and sweatshirts, and T-shirts. Like if you think about your favorite entrepreneur, and I'm thinking of a couple of people who you don't typically see doing this, like Amy Porterfield and Marie Forleo. Like, they're often you know, their clothing is very curated, and their videos are beautifully edited. However, I can see their logos in my head. So, they must be using them somewhere they must be repeating that messaging somewhere, right? It is so important that your brand becomes a household name for your target audience. And if it's not yet, we got to do all the things we talked about earlier, to bring it in front of people repeatedly, so that they understand who you are, what you do, and hopefully feel like they can trust your brand to support their challenges, whatever that is. Whatever problem that your services or product solve, these people, who are your target audience, should be thinking about you. Right, like, so I'm grateful that I have a network that if somebody is like, hey, I really need a new website, people they text me all the time. They're like, Hey, Pua. I just got one like, a few minutes ago. Pua, this is so and so, she needs help with her website. She's a doctor in New Hampshire. Pua this, you know, so and so this is Pua, she does great work, she might be able to help you with your website. That to me is so beautiful. I'm so grateful because that means that they trust you as a service provider, somebody who has a great product and they're willing to refer their friends to you. You are the one that comes to mind when somebody comes to them and they're like, oh, I need x y&z, right? So, that is who we want to become in our networks in our spaces. And allow your brand to sort of represent you and your company and your product and your services. Double down on it, right? Utilize storytelling. Your brand should tell a story. And then people should be able to tell your brand story to other people. Right? Oh my gosh, there's this great company, I ordered their magnesium, the CEO, she's awesome. I saw her on a Facebook Live or a podcast. And you know, she created this company because she had this problem. Storytelling is what connects people to who you are and what you do. And if your brand doesn't have a story, if you don't have a story, I think that's not true. I just think you haven't taken the time to sit down and reflect on how you got here and what– everybody has a story. You're here. Like how did you get to do what you're doing? Sit down and tell somebody that and then figure out what parts of that story feel really compelling and vulnerable and authentic and worth sharing, right? That's so important is to bring storytelling into your brand experience.
Pualena 30:15
Networking and collaboration. Okay, so I had a really cool conversation, this episode is essentially just me pulling my notes together from all of the conversations that I've had over the last few weeks. So, I was talking to somebody about affiliates. And you're going to hear from her actually. She's coming on the podcast in a few episodes from now. And she has a phenomenal affiliate program. And I told her, you don't have an affiliate program, you have an affiliate experience, you have an affiliate family. The way that this woman runs her affiliates and provides them with resources and calls and support and keeps them keyed into, you know, new things that are coming and ways that the products have been helping people like I just, it's a really high touch affiliate experience. And there's a lot of effort that goes into it. And I think it's well worth it, she does really phenomenal job. And that, to me, I think is one of the only ways to create a successful affiliate program. No longer are people going to say like, oh, my gosh, I have this link. And if I talk about your program that I know almost nothing about people are just going to buy it, and then I'm gonna get some cash. That’s not a thing. So, as a business owner, you need to understand that that's not a thing. You can't be like, Hey, I'm launching this course and I haven't, do you want an affiliate link, and you can share about it, you know, like, post about it on social media, and I can give you a couple of like, social media tiles, and, you know, you can, can just post it, and then you know, if people buy it, then you're gonna get 50% Commission, like, it's such a great way to make some cash. And people are like, oh, yeah, cool, send me the link, send me, here's my email, send me the tiles. They're never going to post it for you and if they do, it's not going to pan it out, pan out, pan out, pan in, what is it? It's not going to result in sales. They're not trained, their audience is not your audience, they aren't putting effort into it, they're just doing it as a favor to you to show you that they care. And they do care. They love you. That's why they're doing it. But it's not going to be successful. Because for all the reasons I just said. So when we're looking at networking and collaboration, and figuring out how we can bring other people into the fold and create this, like, community around your product and service. And think about this, too, like people have their own stuff to worry about. They have their own jobs, their own businesses, their own families. They aren't thinking about your business 24/7, the way that you're thinking about it 24/7. So, why would they be sharing it in the same way that you're sharing it without any guidance, or buy-in, or understanding why this is such a no-brainer to share and why it's so important for them to get people to opt into whatever it is that you're selling, right? So, we need to be thoughtful about our collaborations, especially as we move into this, even more passive consumption and passive content space. Unfortunately, I don't think that's going away, I think people are just going to get more and more sort of zombied out. And the way that I think collaboration is going to continue to move towards and successful collaboration is– like true collaboration, right, it's not sharing an affiliate link. It's not saying like, Oh, come be like a guest teacher in my course. It's co-creating, literally, like two business owners coming together and saying how can we combine our unique brilliances, and our talents, and our skills to serve this audience? Like true collaborations. Now, this happens a lot in online businesses where let's say like, I'm a web designer, and you're a business coach, and we come together and we create this program, this six-week course with live calls and coaching and like course area and recordings and this community, and, you know, you get business coaching, and then you can also instantly apply that to your digital space. And it's this experience, anyway, there's that and then there's also a lot of product collaborations, and I think that needs to be more and more on the table. So, for example, I do Jiu Jitsu and I see a lot of like, our school, we're really lucky to have this really awesome person, and he's a black belt. He owns a GI company and he does a lot of great collaborations with local businesses. So, for example, he did a collab with a local brewery, beer, and Jiu Jitsu GIs? You would never think that that collaboration would exist. And it was, it was so epic, you know, and the beer company had like a tagline and their logo on the GI and, and, I think they did like a launch party at one of their locations. Collaborations can be very creative. And I think they can just, you're utilizing each other's audiences, right? So, there might be some people who frequent this brewery who do Jiu Jitsu but aren't aware of this other company, this GI company, and now they are and vice versa. And maybe somebody hadn't tried those beers. And then, but they often purchase GIs from this company, and they go to this event and they are exposed to those new products. You know, it's, I think it's really beautiful. It's really effective. And it's so fun. It's a way for you, especially if you're a solo entrepreneur, to sort of get out and connect with other people and collaborate and sort of create this expansive experience with somebody else.
Pualena 36:22
Okay, this has gone on too long. I am going to wrap it up, we might do a part two. We being me. I might do a part two because I had a few other things on my list and I was just sort of sitting here reading it live and wanting to flesh them out a little bit more before I talk them through. And maybe I can have a guest to talk to about these things so that it's not just me. Either way, I will bring you more of this juicy goodness. And thank you for being here. Thank you for listening. I look forward to staying connected with you and seeing how your business grows and thrives into the new year. All right, talk to you soon.
In this insightful episode of the Course Creators Academy podcast, Pualena delves into the dynamic landscape of online course creation, offering valuable trends and strategies for course creators. She emphasizes the pivotal role of personalized learning experiences, encouraging creators to understand and cater to the specific needs of their target audience.
Pualena sheds light on the growing influence of artificial intelligence (AI) in content creation, describing how tools like ChatGPT can be harnessed to generate course outlines and content. She advocates for a nuanced approach, where creators use AI as a foundation but infuse their unique personality and expertise into the material, making it their own.
The episode also tackles the challenge of ensuring quality in a space flooded with service providers, urging creators to showcase their personal value and guide clients in researching the product market thoroughly. Pualena emphasizes the power of repetitive messaging in a saturated market, stressing the importance of consistent and repeating communication to capture and retain audience attention. Looking ahead to 2024, she predicts a trend toward collaborative learning platforms, where creators join forces to develop courses, bringing diverse perspectives to the table. The episode concludes with a heartfelt call for reflection and celebration of personal and professional accomplishments as the year draws to a close.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 00:00
Find your target audience, identify them, and get very clear on who they are, and be relentless with your messaging. Now, I don't mean to spam your feed, that's different. No, you want to keep delivering value. You want to keep being consistent. But you don't want to assume that because you've posted about something once that everybody who needs to see it has seen it and has understood it, and has taken action on it.
Pualena 00:29
Hello, and welcome back to what is now the Course Creators Academy podcast and what will soon be the Rebel Media podcast, or the RBL media podcast. I think I'm going to say rebel. And on our last episode, I was kind of flip-flopping back and forth between, do we call it Rebel Media? Do we call it RBL media? And quite honestly, that is also something that I experience in my business every day, most people are referring to it as RBL media. Sometimes I also refer to it as that if I'm giving out like the URL, or my email address because there are no “ee’s”. So, we will ease into and sort of feel into what this podcast is called verbally. But the, it will be all it will be spelled RBL Media podcast, and I'm really looking forward to asking guests this question. What makes you a rebel in business? And if you're sitting there and you're like, Oh, my God, I want to answer that question, shoot me a message, shoot me an email. And I would love to have you on the podcast because this is all about providing a space for business owners and entrepreneurs who are just thinking outside the box constantly, which I think is most entrepreneurs, and giving them a space and a stage to share their message with the world to just, you know, inspire people. And I love the idea of having you know, people that you may have never heard of. And after being on the podcast after you hear them, you may become their biggest fan. So, why not? Right? So anyway, that is going to be very exciting. But for now, it is mid-November, 2023. Well, when did that happen? How did this year, like just fly by? I was talking to a friend of mine and she has young kids, she has three daughters. And one of her daughters is, I think she just turned 13, or she's turning 13. And she goes, I can't believe I have a teenager like five years ago, which to us as adults, five years ago doesn't actually seem like it's anything. 2018 could have been last year, right? Like, it feels like it's a blink of an eye. But if you have a 13-year-old, five years ago, you had an eight-year-old, and the difference in age, and just the personality and how your child exists in the world when they're eight versus when they're 13 is completely different. So, just I don't know, time. Time is funny. And that brings us to the conversation today. And you know, I think we're talking about trends and what we're seeing and what's working and what's not working in this online course space. And when we talk about online courses, I do think that it often includes a heavy percentage of coaching, consulting, and elearning in general is sort of an extension of the coaching industry. So, I think these can be kind of cross-pollinated across the board. But I'd love to just recap like, from what I've learned working with our clients, and trends that we've seen, what, you know, what can we expect? What should we be focusing on? What can we be working on, as we think about moving into the new year into 2024? So, what sort of comes to mind when we think about how this industry has evolved? And what trends we're looking at, there is a heavy emphasis on personalized learning experiences. And if you're thinking about this from an online course perspective, you know, it's not necessarily building a specific course for a specific person, but it is building a specific course for a specific target audience, a specific type of person, right? Your audience is typically one person, one consumer of this content. And they are typically you know, they have certain traits, they have certain qualifications that makes them your ideal buyer, your ideal target audience. And the way that you know, coaches, consultants e-learning, and e-course creators are developing personalized content is through their experience, right? We talked about this last week, or in our last episode, ask questions, pull your audience, do user interviews, and understand what those pain points are for your people. We do this so much as entrepreneurs, especially as solo entrepreneurs, you know, maybe have a business coach. I hope that you do, who you speak with regularly, you can ask them questions, you can bounce ideas off of them. Ideally, you have some kind of community where you're able to share and ask ideas. But many of us, even if we have these things, maybe our business coaches are focused on helping you hit a specific set of goals, or, you know, they're helping you with your finances, or whatever that looks like, we often aren't able to get good, reliable feedback and data on the things that we're creating. I take that back, we are able to, but we often don't. Because it takes talking to people. Sometimes it's like, single entrepreneurs who work from home and you know, their little home office in their cave, we are kind of introverted, and we don't want to talk to people or you know, it can be scary. I don't want to ask somebody what their thoughts are because what if they don't like it? Or what if they have a suggestion that I'm not able to follow through with? Making, like, yes, I acknowledge those fears, acknowledge those perceived roadblocks, and find a way to slowly but surely work through those. And the best way to do that is to take action and talk to people anyway, right? We want to ask people, what are they struggling with? what are their pain points? How did they feel? What were they going through before they took our course, that's great for your sales page, right? Use list pain points that are in the language of your clients and consumers. Again, using the fitness model, the fitness example, Hey, I have high-intensity interval classes, my classes are 30 minutes, and you come in, you do you know, a series of four intervals, and then you leave and then it's gonna increase your metabolic rate at rest and blah, blah, blah. And everyone's like, I don't know what that means. Nor do I care. I just want to lose weight. What are you struggling with? Low Energy, I feel slow, I feel tired. I feel lethargic. I don't like the way that I look like these are pain points that people are, real people are struggling with. We want to use their language, right? How do we get their language, we talk to them, we ask them questions. And then we create content around what it is that they need. So, when I say personalized learning experiences, you're creating this user experience around a specific type of person, a specific challenge, a specific result that this group of people who share this, you know, one experience or trait or desire. That's who we're talking to. Okay? So, you can think about it as one person, if you want to. This results in higher satisfaction and higher engagement levels amongst your learners. If I feel like you are talking to me, if I'm taking a course, I'm taking your high-intensity interval training course that you've called, feel great in 30 days, I don't know, terrible title. But that's speaking to the result that I'm looking for. Right? I want to feel good. I want to make sure that I'm taking my health into my own hands. And I would like guidance through that. I can't afford personal training, but I can afford to purchase this 30-day course, right? We want people to feel like we understand their problems and their challenges, what they're going through, and their desired results, so deeply, that it feels like they're talking to me. Right? So, these personalized learning experiences are helping me to stay motivated, to feel heard, to feel understood, and to stay engaged. This all still works. Okay. So, if you're thinking of creating a new course, or redesigning your course next year, those are some things to consider.
Pualena 9:52
Now, I don't think that we can talk about course creation trends without mentioning AI. This year AI has blown up, AI is not like terribly new, but I think ChatGPT and a couple of other early adopters to this technology that, you know, had the resources and the capability to get them into the hands of the general public. For an affordable amount. I mean, ChatGPT is free, you can also pay for it. But that, to me is like that put AI on the map because then every single human potentially was able to understand the power of AI. And the thing is learning every day. Yes, creepy. Yes. How do I feel about AI? I'm not sure. However, it's cool. If it ends up taking over the world, and, you know, taking on its own intelligence, becoming smarter than us and then destroying us. Yeah, I think that's a real possibility. And I think it’s a little concerning, but from a content creation perspective, it's very useful. And I think that you know, you can open ChatGPT. And there, there are two kinds of course creators who use AI and I'm just gonna use ChatGPT because it's something that I use often, I also use other types of AI, and the same rules, I think will apply. So, if I am creating a new course, one kind of person goes into ChatGPT and says, write me an online course outline for a 30-day course for high-intensity interval workouts. Actually, I'm just gonna do this right now. Write me a 30-day online course outline. You should spell correctly too, for a high-intensity interval training course. With a new workout and new every week, every day. And a new theme or focus every week. It's all in the prompt. So, right now, ChatGPT is generating a response, and it is wild. Wow. So, it broke it down by week. Wait till you see this. Oh my gosh. Okay. So, it's calling it the 30-day high-intensity interval training, parenthesis HIT online course outline, week one foundation and form, day one welcome and introduction, three bullet points overview of the course, introduction to the HIT concept, and setting personal fitness goals. Day two basics of HIT, explanation of high-intensity intervals and rest periods, importance of proper warmup and cooldown. Day three, bodyweight basics day for active recovery. Day five, equipment introduction basics, nutrition for HIT. Day seven, weekly reflection. Week two, cardiovascular endurance. Day eight cardio basics interval. So and all of these have at least two to three bullet points underneath. And this is it's decent, it really is. In, like, cool, like this is, kay so, right, there's two kinds of people, one, somebody who is going to take this and they're just going to build with it. This is the outline. It did all the work for me; I'm creating this course. Boom, put it out there, create market, create market. Yeah, this is great if you want to get things out fast. Okay, the other person who uses ChatGPT to create your course outline, you are using it as a starting point. But you realize that people are buying into you as a personal brand, you as your personality, your ability to inspire them to motivate them, your knowledge, your experience. So, you're going to take this as a starting point. And you are going to weave your personality, your knowledge, your experience into this and you are going to change things. Okay? Yes, great idea. The weekly outlines pretty good. Maybe day to day you have a different approach to HIT training. Maybe you want to break this up differently. Based on your experience I actually don't want to introduce equipment on day, whatever five, right? So, I think that is the way to go when it comes to AI. Use it. It's a phenomenal tool. It exists to support us. It doesn't exist to replace us. Okay? I talk to a lot of copywriters and some of them have come on this podcast and I always ask, do you think AI is going to replace you and your job? Everybody says no, at this point in the game, copywriters are pretty confident that they can write better than a machine. Now, it depends, right? If you want to just pump content out and like, yeah, ChatGPT can write an entire copy, an entire landing page copy. And you can put it out in the world and it might work. But at this point, I also think that most people can tell when something's been generated by AI. A lot of the AI-generated images, headshots, right, people are doing that they're like, their profile pictures are AI, really, really good, like, really scary how close it is to a photo. More often than not, I can still tell that it's AI. And it might take really small adjustments. And maybe there are some programs out there that can create something so good that I won't be able to notice. And I think the time is coming quickly. And I guess, I don't know when we're able to sort of integrate reality and AI so well, that you can't differentiate them anymore, I think that's going to be a really interesting turning point for humanity. Until we get there, I recommend using AI as a, yeah, a support tool, and not a way for you to sort of get out of doing the work. Because energy is still very tangible. Wow. Is it? It's actually not it is like the least tangible thing. What am I trying to say? I think people feel energy, they will feel your energy, they will feel ChatGPT’s energy, they will feel my energy, right? Everything's different and your people are following you. They are opted into your email list. They are waiting for your content because they like you. They trust you. They appreciate your perspective. Okay, so just something to think about when we've talked about AI. All right, and like to be fair AI is more than just writing copy, wordsmithing, making images, like AI can there's like AI podcast editors, so I have a human team. Astronomic Audio is my podcast editor, Alex, and his team, huge shout out because they are absolutely phenomenal. And, I mean, they might use AI to support the work that they do. But they are a team of humans who are completing the projects and doing the editing work. There are plenty of platforms out there that probably cost less than what I'm paying, and I don't want to use them because I trust that the quality assurance and the energy and sort of the perception of the humans who are editing the podcast that's meaningful to me at this at this point in the game, but there are you know, AI podcast editing tools that will automatically pull ums and likes and blank spaces and pauses out and you know, make your your life and your job a lot easier if you're especially if you're self-editing or editing your own podcast. But again, I just, if you can have a human and their energy and sort of their special touch, I just at this point, I don't see AI fully replacing that yet. So, thank you Astronomic Audio.
Pualena 18:42
Okay, moving on. Ah, looking at my notes. Okay, I let's talk about like, so those were kind of the big end-of-the-year trends to me, right, like keep it personalized. AI is in everybody's face, it's the elephant in the room. It's like people are, it exists, it's here to stay. So, let's talk about how we're going to use it. And, on that note, right, like everybody can potentially access AI. Everybody can potentially, you know, sign up for an e-learning platform and create a course. And this has been true, you know, in the coaching space, right? Even before all of this, anybody can be a coach. And there's like a, it's a Wild Wild West, anybody can create a product, right? Like that's the beauty of living in this sort of space of freedom. And yet, there is a significant issue around the lack of standardization of quality. I see this all the time in the web design world. Anybody can be a web designer, and the challenging thing is, as you know, especially the target audience of entrepreneurs, startups, business owners, people who are, you know, we value where we spend our money. We want to make good financial decisions. And sometimes we have to make sacrifices either in quality, how do I say this? Okay, so like, if you hire a web designer to build you a website for $500, you most likely are going to get a $500 website, that is going to be very different from a website that costs you $5,000. Perhaps all you want is a good start and you can go in and make the adjustments you need to make, more often than not, you will be left with a big heavy bag of frustrations. And it's a shame also that like, you know, it doesn't take much to learn how to use a drag-and-drop template, and then kind of label yourself as a web designer, put yourself out on these freelancing websites, get a handful of clients that you can sort of like, serve, to like, give them the bare minimum of what they've asked for, they won't be super satisfied, but there'll be like oh well technically you delivered. Right? And that's because it's very challenging to figure out how do we standardize quality in this space? How do you standardize quality in coaching and consulting? Which is why having these, you know, landing pages and websites and certifications, and highlighting those, highlighting what you know, highlighting testimonials and how you help people solve problems, and how you deliver your results. All of that is really important and as consumers, we have to be vigilant and do our due diligence. And, you know, I always tell my clients, before they hire me, feel free, go look at my portfolio. Click on those websites, they're real people, they're real businesses, and ask them what was it like to work with me. What was their experience? If they had a bad experience, and they tell you, they had a bad experience, I welcome it. Feedback is data. I'm sad. Like, I don't want anybody to have a bad experience. But the other thing is, like, if they say, Oh, Pua is, you know, she's really friendly, we did a weekly call every week, I was very involved in the collaborative process of building together. And that person's like, oh, well, I'm just looking for somebody to send all my information to, they're gonna put a website together for me, and then they're gonna give it back. That's not how I deliver websites. Like we have a very, like unique and customized experience. Learning about the business owner is an important part of that process for us. So, that's great, because then we realize they're not the right fit. That is absolutely perfect. I love that. I yeah. So this, I don't know, I think it's just something to be aware of if you are a consumer, and if you are a course creator, coach, consultant, service provider, how can you build that standard for yourself, and showcase it to your potential clients? How do you invite them to do their due diligence? How do you show them what you're capable of, and help them to figure out if they're the right fit? Right? So, that one is more of just something for you to think about. We can definitely dive deeper into that and talk about some strategies. But I think it's worth mentioning because it is an issue. And if you're listening to this, you probably have a very legitimate concept for your business, you provide high-quality services, you have ideas for great, you know, products and courses that you want to put out there. And people need to know you're the real deal. And once people get burned enough, also, they're going to have this sort of wall up when it comes to investing in, especially coaching. They're so like, if especially web design, right? Most people I talk to have been burned by a web designer, they've paid 1000s of dollars, it wasn't what they expected, they got locked out of their website, their web designer disappeared, you know, and being on the other side, there's like, it's just so crucial to find the right fit. Find a service provider, a coach, a designer, who you resonate with, who you appreciate their aesthetic, who you feel that you can have open communication with, who you just feel like is a good person and means well, yeah.
Pualena 24:43
All right. Let's look at the next one. Okay, so on that note, because there are so many people out there providing all these services and you are essentially, I'm going to use the word competing, against countless other people in your industry doing almost the same thing, right? And this can be challenging from a messaging perspective, from a positioning perspective, how do you differentiate yourself? How do you reach your target audience that may already be inundated by other people targeting them for the same services? How do we, you know, increase how you show up on search, all of these things need to be considered. And on the other side, we have consumers, we have your target audience, and all of these people sitting in this pool, they're on Facebook, and they're getting all these ads thrown at their face. They also have just like major overwhelm, like just overwhelm of choice, right? I need to hire a business coach. Okay. Well, I'm gonna Google Business Coaches in Honolulu, holy moly. And that's not even considering the business coaches that are all over the rest of the world, who work remotely, who would be willing to work with my timezone. How on earth am I going to choose? This is where we just have to get creative and relentless with our messaging. If you think about how you consume social media, I can be on Instagram for 10 minutes, and not even remember what I looked at four seconds ago, literally. I could do it right now to prove it to you. So, if I am in your target audience, and I start to receive posts from you, the algorithm starts to show me your content, because of some hashtags that you used and something that I searched. And slowly, but surely, I'm seeing more, and more, and more, and maybe the sixth, or the seventh time I see a post from you, I'm like, oh, business coach, scroll on, oh, this is coaching my area scroll, oh, business coach for web designers. I feel like I saw something about this a couple of weeks ago, right? And so the messaging has to be repeated. Oh, you have a download a free download for this. I'll tell you right now, this gets me all the time, free web design proposal templates. I probably have 50 of them. I love to look at web design proposals. Do I use them all? No. How many have I used? Two maybe, and I didn't actually end up using them at all, like, they just gave me ideas. But because I am the perfect target audience for people who are coaching web designers, or they have a platform to organize web design tasks or invoices, you know, whatever that is, find your target audience, identify them, get very clear on who they are, and be relentless with your messaging. Now, I don't mean to spam your feed, that's different. No, you want to keep delivering value, you want to keep being consistent. But you don't want to assume that because you've posted about something once that everybody that needs to see it has seen it and has understood it and has taken action on it. You'd be surprised how many people I talk to and they're like, Well, I have this, this free webinar and I posted about it on my Instagram, but nobody signed up. I was like, Honey, I bet you if 10 people saw that, zero people actually saw it. And then next week, when you post it again, 20 people see it and one person might stop scrolling. It's not that your post is bad. It's not that your caption is bad. It's not that you don't have great copy or images. It's not that you're providing a bad service. It's that people are so distracted, and they are so passive. We know this by now. But I think it doesn't hurt to say it again, just in case you're sort of beating yourself up over, maybe you had like a launch that didn't pan out the way that you thought it would and your marketing channels are limited to whatever you have free access to, which is often social media email list. Those things are great. They're very powerful. You just have to be relentless with your messaging. Do not underestimate the power of repetition. Okay?
Pualena 29:17
Okay, let's take a look ahead a little bit. And, like, what's in store for this space, in 2024? I'm not a fortune teller. I am not a seer. I don't have any insight information for many platforms. So, this is speculation. This is just, you know, based on the past year, the past four years, what I've seen the direction that I think we're probably going in is, I would say collaborative learning platforms. You know, being able to and we already see some of this right? And I think it goes beyond the kind of affiliate partnerships, which is something that has been really popular in the last few years. But I think more like true collaboration, right, I'm going to develop a course, with another coach. I’m going to sort of integrate the people who have successfully achieved this transformation and they will then become part of the curriculum for this next version of my course. I'm going to have, you know, this person who graduated from my course six months ago, come in and teach a couple of modules, or maybe they are opening their own business and we want to have like a 50/50, split and co-create this together. Lots of options for that and I'm seeing a lot more of that style of content creation and just like raw collaboration. I think it's beautiful. I think it's powerful. You get to utilize each other's networks, and contacts, and followers. It's really cool. And like, above all, it seems super fun. Right? There's one thing, maybe you have fun recording your own course, alone in a room with a tripod, and a mic and a camera and a computer, and then you edit it and then you know, for some people, that's fun. I actually think it's like, it's kind of fun. How much more fun would it be to do it with someone else? Right? So, I sat and I pondered this for a bit. And that was really the trend that I could come up with that I feel like is exciting. It's like, find collaboration partners, I think it's just if that's the direction that we're going, then I'm stoked for next year. And yes, keep track of AI and all that it can do and all that is available to you with that like that's not going anywhere. And yet human-to-human connection and interaction, I think will continue to prevail. So, that's the good news. I hope I'm right. Yeah, I think you know, as we wrap up the year and sort of reflect on the learnings from the year and the strides that you've made, and the challenges that you've, you've overcome, and may still be working through and really celebrate. Celebrate, celebrate, celebrate. And if you need to just sit and reflect, you know, I'm not, I'm personally quite– reframe. I have a lot of room for, not room for improvement. What do people say? Whatever, you know what I mean, there's a lot of room for improvement for me to celebrate more. Celebrate the small wins, the big wins. And what ends up happening is when we don't celebrate, when we don't acknowledge the things that we've accomplished or the steps that we've made towards a specific goal or achieving something or getting better at a skill set, we forget that we did it at all, right? And so just, you know, take some time to really think about the things that you've accomplished and the ways that you've impacted people and the relationships that you've made, and the personal growth that you've experienced. Now is the time, I know we're gonna start to get into like, you know, New Year's resolutions and blah, blah, blah. End of the year, it's just a natural time for us to start reflecting. And I really encourage you to just be intentional about that, and carve out some time to do it, it is so worth it. It's so meaningful and it can really provide you a beautiful way to wrap up the end of the year and move forward with just a good energy around, feeling proud about what you've accomplished, and who you've become over the last 10 to 12 months. It's really cool and really beautiful to share this space with you. So, thank you for being here. I appreciate you. And I cannot wait to quote-unquote, see you in the next episode. Talk to you soon.
In this episode, Pualena continues her exploration of effective product development by guiding listeners through the process of conducting user interviews. She emphasizes the importance of finding candidates to interview who represent your target audience. She also underscores the importance of empathy to understand user challenges without justification.
Once you've completed interviews, Pualena highlights the critical step of data analysis and how to identify patterns and pain points. She introduces a systematic technique of using digital boards to categorize feedback, making it easier for designers to make informed decisions. Pualena stresses the value of transparently sharing findings with your team to foster understanding and collaboration.
The episode concludes with Pualena encouraging an iterative approach to product development. This involves testing and creating new versions based on user feedback. This episode equips listeners with valuable insights into mastering user interviews for exceptional UX design, setting the stage for a user-centric approach to product development. This episode equips listeners with valuable insights into mastering user interviews for exceptional UX design, setting the stage for a user-centric approach to product development.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Transcript:
Pualena 00:00
So, we all those people in your life are like, Oh my god, she'll be really honest but I don't know if I can handle that. That's a great person to do a user interview with. The person who is so brutally honest that you are almost like, Oh, god, I just, they're gonna just make this thing, poke so many holes in it that I'm gonna have to start over.
Pualena 00:25
Hello, and welcome back to what is currently the Course Creators Academy podcast. And what will very soon become the Rebel Media podcast. And I am, I guess, announcing that officially today. I believe last week or the last episode, a couple of weeks ago, I may have introduced the idea of doing that, and I've decided to move forward with it. One thing that I've been considering is, and I'd love to hear your thoughts, please feel free to reach out to me on Instagram @RBL.Media. Do we call this the rebel media podcast? Or do we call it the RBL media podcast? So, this is a thing that has been sort of a surprise in my business. RBL is Rebel without the “ee’s”. That's just Rebel Media actually was a company name that was already taken. And after talking with, you know, consulting with certain people, people that worked in like the business registry office, et cetera, my business coach, we decided on RBL as sort of a play on the word rebel. And everyone's like, Oh, what does RBL stand for, and most people say RBL Media. So, a lot of people don't realize that that's what it stands for, which is cool. I don't mind I think, you know, at some point, I should develop an acronym. But we'll cross that bridge a little bit later. I wanted to let you know that that change is coming. I'm really excited about it. And this episode, I think, is also going to give us a little bit of a sneak peek into the types of content that I'm really excited to deliver. And, yeah, let's get into it.
Pualena 02:17
So, I recently participated in a boot camp for UX, which is User Experience. And if this is a phrase that's new-ish to you, I'm sure you've heard people throw around the phrase is UX UI, which stands for User Experience, User Interface. And it's, to me, this was a little bit of a newer concept, it's been around for a while, but I really did not dive too deeply into it. And from, you know, a design perspective, and it, you know, essentially, User Experience is exactly what it sounds like. And if you are a freelance designer or developer, you most likely have some process around this, even if it's not the traditional sort of industry-standard setup that UX professionals in big, you know, software development companies and big tech companies will utilize. But I did have the opportunity to learn that process. It's really interesting, very thoughtful, I understand why it exists. And I wanted to share a little bit of that with you. Because as we move into 2024, that is the direction that this business is going to go in, we are going to heavily focus on UX for our design clients and our design projects, and allow for more, I want to serve more entrepreneurs, more business owners who are innovating and creating really impactful products and services. And that goes beyond just course creators. Course creators are amazing and we will always serve course creators because we believe so strongly in the power of online courses, and more. So, let's dive into user experience from a more broad perspective. This can absolutely be applied to online courses. It absolutely should be applied to online courses. But that being said, what is UX? The one definition of this is essentially referring to the overall experience and satisfaction that a user has when they interact with a product, service or system. That's it. So, if you've ever sat down and spent time brainstorming your client journey, or what experience we want them to have as they move through our digital space or your storefront or indulge in your products or your services, you've done UX concepting of some sort, so like don't get too wrapped up in the technicality of it. That's essentially what it is. It encompasses user perceptions, emotions, responses, and the way that they engage with a particular design. And it does not matter, again, if it's a website, a mobile app, a physical product, any form of tech or interface, what we're shooting for is a positive user experience. Typically, that comes with ease of use, efficiency, effectiveness, and fulfilling the user's expectations, and hopefully exceeding them, right? So, UX actually, in and of itself, UX design is a field that focuses on creating designs and interfaces that prioritize this user side of user satisfaction and usability, through user-centered research, testing, and an iterative design process. Okay, so here's a few differences that might come up between the way that you currently serve your clients and the way that you might consider to serve your clients through a more UX-focused lens, is perhaps we don't do a whole lot of research. Research is a big part of UX. And if we think about it, research is a big part of any product lifecycle. I used to live in Shanghai, in China. And I, for a few months, worked at an international marketing firm. And our only job was to help U.S. companies enter the Chinese market. We worked with like Lay's potato chips, we have like, oh, gosh, it was a nut company, they had almonds and peanuts and cashews anyway, I can't remember. We'd like drink companies. So, we would get in touch with these American companies who wanted to have their products in the markets in China. And my main job was to write these beefy market reports, they were between like 60 and 100 pages, and I would go to these markets, I'd go to like little gas station type markets, big supermarkets and everything in between, and I would go and I would find all of their competitor products, and I'd look at their price points and their, the sizes and the labeling, and then they would, you know, the representatives from these companies would fly over to China, and we would take them to these lavish dinners, and we would go to these trade shows. And it was it was a really interesting job. And research was like more than half of what we provided to these people, because it's so important to understand your market, you need to understand your competitors. And I say that we're like, oh, there's no competition. I agree with that. I'm just going to call them competitors because that's something we can relate to. It's just other people who do something similar. Let's just leave it at that. Okay? But understanding, you know, what, where's your price ceiling? Right? Like, how much can you spend developing your product, before you're gonna push yourself so far into like this, this price bracket that nobody is gonna want to purchase from you? These words, there is a much more eloquent way to say what I'm saying I hope you guys understand. Right? So, you need to figure out like, what are your materials costing? And how do we want them? How do we want people to experience the product, right? What is your brand? What is your packaging? Do you use humour? Do you use beautiful aesthetics? Like what is that? So, even though we're talking about this in a website, digital format, it's important to understand that this is applicable across the board. Okay? And user experience requires research. Research, testing, and an iterative design process. User-centered, I forgot to say that.
Pualena 08:57
Okay, so now that we've beaten that dead horse and defined UX 400 times, let's talk. Today I want to talk specifically about one part of the research process of UX that I've been doing with a project recently, it's really fun. And you know, you don't need to go through a full UX Boot Camp certification program, to be able to apply some of these really useful strategies as you design your own products and services. Or if you're a freelancer, applying this to how you serve your clients. This particular research strategy is called user interviews. And it's something that is incredibly eye-opening. It's a way to essentially test the user experience that you're developing with real people as you develop it. So, you can do user interviews while you're in sort of that wireframing prototyping phase, all the way up until you have a working viable product and you want people to look at it and test it and give you feedback. And this can happen, you know, well into the post-deployment phase as well. So, you have a product or a page or website, it's out there in the world. And you're like, Huh, I wonder if I can make this better, do some user interviews, come back, re, you know, iterate on some new features and design. So, I wanted to walk through this a little bit, because I think it is extremely useful. A couple of things to keep in mind. When we do user interviews, we are essentially saying here, hold my baby, and then tell me about him or her. And they'll be like, well, your baby's kinda cute, little bit fussy, smells pretty good. Could smell better. I mean, you know, I don't really know what its personality is going to be. But it seems alright, I hang out with him again. But I, you know, I'm good for now. And you're like, What, you don't think this is the cutest baby in the world, you don't think that he or she is the smartest, most interesting, capable, wonderful baby and you don't want to spend all of your time with this baby? I just don't understand. That's essentially what we're doing when we're giving people our products. So, first and foremost, we want to come into these user interviews, knowing that people are here to give you feedback. I attended a UX conference two weeks ago, which is why all of this is sort of like top of mind for me as well. And UX is sort of a budding industry here in Hawaii, it's not, there's not a lot of tech here, there's not a lot of software development. If there is, people who are working in those spaces are living here, but they have remote positions, somewhere like Silicon Valley, New York, LA, you know, it's, anyway. It was very interesting to hear people's experiences and perspectives. And there was a guy who had been in the UX product development and design world for, you know, 25 or 30 years. And separately, he also was very, into yoga and breath work and meditation. And he led a session that brought both of those together. And one of the exercises that he taught was box breathing, which at this point, I think we've all heard of, essentially you are inhaling for four slow and steady counts, hold your breath in for four counts, exhale for four counts, and then hold it out for four counts. And you repeat that, you know, 3 to 10 times or whatever helps you to just sort of feel grounded and centered and ready to move into whatever you have coming up next. And he was like, you know, I recommend doing this before you go into your client meetings, before feedback sessions, maybe even after feedback sessions. So, I and it's actually phenomenal. I used it this past week before some user interviews and it was. And before some meetings, right, we sometimes you come into meetings, and we have these expectations and then when the expectations aren't met, we feel defeated or frustrated. And so like, it really is a very powerful tool. So, I just wanted to throw that little nugget in there, take it or leave it. But essentially, like, know that you're going into the user interviews with people who have been asked to provide feedback. And so, good people, the people who are good at providing feedback will give you both positive and constructive feedback. They might poke holes in something that you feel strongly about and that's the power of user interviews. We often iterate on things that we think are good ideas. Oh, I love this design. And when we design something we are, it's like artwork, right? We feel very drawn to it, we feel very connected to it, and we feel so proud of it. And I've been in user interviews where they're like, this feature does nothing for me, or this feature is very confusing, or I missed this completely. And it's something that I'd spent hours designing and I realized I had to scrap it. Maybe you can adjust it. But sometimes we have to get rid of things that we've worked very hard on. Sometimes things that we think are good ideas are bad ideas. And it just we just have to roll with that. You know, and the other thing is like, you may hear something from one person and they're like, I absolutely hate this. And then three other people say, Oh, I love this. So, there's a whole post-interview, organization structure and prioritization of new features and what yeah, anyway, so I digress. Let's talk about key reasons why these user interviews are important. And there are three. The first is empathy. Right? We are allowing ourselves to step into our users' shoes and understand their challenges and their motivations. How they experience things, how they use things, what's going on in their mind, right? If we're doing web design, walking, like letting them go through a page, and just observing, seeing what they click on, seeing what they read, how fast or slow they scroll through, what questions they have. And the thing about user interviews is we don't want to lead the witness, we can talk about specific questions that we want to have prepared. But we want to see how the users explore the product on their own, right? Or else it doesn't, it's not as meaningful. The second one, so it's empathy is number one. Number two, uncovering insights. You can uncover extremely valuable insights that might not be apparent through other research methods. Because you actually have real people in real life going through your product. I call it a product. I'm like interchanging website and product. You know what you have, you know what you offer. Take the language I'm using and apply what you need to what you have, okay, I just, I realized that that can be confusing. Insights, uncovering insights, is number two. Number three, validation. It's a way to validate your design decisions and ensure that they align with user expectations or not. Okay? Again, we are not here, what I don't want you to do is find a bunch of people who you know, will agree and tell you that everything is super beautiful and it's such a great product and a great website and I just love everything. Find people who you trust, trust their yes and trust their no. Trust that they'll say, this doesn't work for me. It's beautiful but doesn't work. Or could you add this here, because I feel like I would click here to find this feature and it's not there. You know, and people at this point, they know what they're used to. And they know what will be helpful and what will be frustrating. It's also they're not as close to it as you are, maybe they've never seen it before, which would be even better. And it's a really important step to get those perspectives.
Pualena 17:07
Alright, so now that we have a sort of foundational understanding of what these interviews are going to provide for you, let's talk about planning and preparing for these interviews. What we don't want to do is develop a page, call your friend say, Hey, will you jump on a quick Zoom with me and walk through this page? I'm saying this because I've done this. I was like, I'm gonna do user interviews today. And I didn't prepare and it was fine. They gave me some good information but I could have gotten a lot more, you can get a ton of good information from these sessions, and you want to show up prepared so that you can optimize and maximize that time. You want to start by defining your goals. Yes, this is an annoying first step, most first steps start by defining your goals and we usually skip that. This is very important. You want an objective when you come into these interviews. What do you want to learn? What specific problems or questions do you need answers to? A great question that we can ask someone is, what would you need to x? Right? So, I'm working on a project right now. And the project is designed to either collect donations and/or encourage the user to share. So, we can say, would you donate? If they say no, we can ask, what would you need for that to turn into a yes? Or you can say on a scale of 1 to 10, how likely are you to donate? And they're like a 4. And you're like, what would it take to get to a 10? Maybe they say an 8. Cool, what would it take to get to a 10? Would you share this on a scale of 1 to 10? 7? What would it take to get to a 10? What do you need? Sometimes people won't know. Sometimes people might feel weird telling you. So, it's important to create a really, you know, welcoming, safe space. And that's why also it's important to find the right people, we’ll talk about this after. Anyway, define your goals, know what specific problems or questions you need answers to, and let's say you have a whole website with like a lot of different services and consultations and online courses and books that you can buy. You may want to do several rounds of interviews and focus on the one or two things that you would like to launch first or that you would like specific feedback on. So, if you're launching a course and you have a page, a sales page that's specific for your course you can ask, would you buy this course after visiting this page? On a scale of 1 to 10? How likely are you to buy it? No, I'm an 8. Cool, what would it take to get to a 10? Just for the course, right? You can do it for the book. You can do it, but I would get specific. It's definitely more helpful. But again, it depends on your goals. Recruitment is number two. Carefully select your interview participants. This is crucial, they should represent your target audience. If you don't know who your target audience is, it's very helpful to spend some time crafting your user personas. And if you are following, you know, top-to-bottom UX development strategy, you will have a user persona that comes before these interviews. It comes before the design phase, all of that. At this point, if you're listening to this podcast, my assumption, which could be wrong, is that you have a pretty clear idea of the audience that you serve. So, we want a sample of that audience. If you are a coach for dog owners, you don't want to find people who have cats and don't like dogs. Because their feedback will be very different. I mean, duh. But it's worth it's worth mentioning, right? Please be open to the feedback that can come from a difficult person. So, we all those people in your life are like, Oh, my God, she'll be really honest but I don't know if I can handle that. That's a great person to do a user interview with. The person who is so brutally honest that you are almost like, Oh god, I just, they're gonna just make this thing, poke so many holes in it that I'm gonna have to start over. You don't have to take action on every bit of feedback that you receive. But bring somebody in that will tell you the truth. Don't ask your mom, she loves you too much. Don't ask your spouse. Don't ask your siblings. Unless, you know like, yeah. Anyway, let's move on. Number three, create an interview guide. Ask Google, ask chat GPT. Honestly, prepare a list of questions to guide the interviewer. There are like standard UX questions I just gave you one a few minutes ago. These are typically open-ended questions. For example, can you walk me through your experience on our website? What feelings did you have as you scrolled through? What we don't want to do is say, did you want to click on the give button? Did you see that there? Go scroll back up, scroll back up. Right? This is an observation-based exercise. It's really so, when we're talking about websites, these are really easy because we can jump on a zoom, say, could you share your screen and walk through this site, and I'm just going to observe. And then you do that. And then you ask some open-ended questions. And you've got a big bucket of feedback to take action on or at least to, you know, analyze, and then decide how you want to prioritize your updates. So, yeah, create an interview guide, it's going to help you, right, as you do more interviews, you can change your guide, add to it, adjust it. It does help to have similar questions to ask each person because that serves as sort of a foundational baseline, where you can start to pick up patterns and themes. And number four, choose the right tools. Consider the tools that you're going to use for your interviews. Again, Zoom is great, right? In-person meetings are great. If you just have if you need to use like the telephone, and you don't do FaceTime, and you have a product and you want to watch people use it. If they can always tell you about it, it's better than nothing. You know, get creative, do what you can with what you got. Another really cool thing, if you're in person, like you're going out to dinner, and you guys are waiting for your food and you've already ordered and there's like a lull in the conversation, you can say like, Hey, can I show you something I'm working on, and then they bring out their phone. And then you can watch them go through it on the mobile view, which a lot of times on Zoom, we don't actually get. You can force them to do it by like narrowing the screen down, you know, but it's really helpful also to get people who are experiencing your digital product on all different platforms, different web browsers, different devices Have somebody do an iPad, Microsoft Surface, you know, an Android phone, an Apple phone. The other thing is very important. Consider the web browsers that you don't think are important. We launched a website. It looked great. We tested it. We tested it on Safari and Chrome and on mobile Safari and mobile Chrome and that's pretty much all I tested it on because I was like, what else do people use in 2023? Apparently, a lot of people use a lot of other things, okay, and this website, thankfully, looks decent on most other web browsers. But someone uses Firefox, and it looked absolutely crazy. It did not look even like the same site. Now, you can use tools like, write this down, Hotjar, Fullstory, these are tools that allow you to see statistics on how people are using your site. So, it sort of serves as a user interview-ish type tool, because you can, like watch recordings of people scrolling through the site, you can see where they click. Sometimes you can even see where they come from, you can see where their location is, geographically, if you want to know if you have clients or visitors in Australia versus U.S. and Japan, you know, it's, it's not meant to be creepy. It's meant to give you data. And something that can be very interesting is what platforms are using to see your you know, what, if sometimes, it'll tell you if it's mobile or desktop, and then it'll tell you what web browsers they're on. So, perhaps this person who looked at it on Firefox is the only person in the world who uses Firefox still? Or maybe they're not, right? So, it's really important to start to gather this kind of data.
Pualena 26:17
Okay, let's talk about the interview itself. Like, you know, it can be one thing if you're talking to your friends. If you want to interview your friends, you can. My recommendation, again, is to find somebody who's a little less biased in your favor. And, you know, say like, I have this project, my target audience is this, does anybody know someone who might be a good fit for a user interview? And you know, post that on Instagram or Facebook or ask you know, a trusted friend, networking group, and talk to people who are strangers. Who fit your target audience. And here's some tips. Number one, build rapport. Do not just jump right into the interview if you don't know the person. It's, I mean, yeah, you can get to business. You don't want them to feel like you're wasting their time. Take like two to five minutes, max, but have casual conversation to help them feel comfortable and to learn a little bit about them. Right? We want to know, you know, for your course about dogs, does this person have a puppy an older dog? Is this their first dog? Have they always had a dog? Do they have multiple dogs? Where did they get their dog? Oh, you got it at the Humane Society. That's awesome. I know. I love, I'll only adopt strays as well. Where do you live? Oh, I live in New York City. Oh, wow. So, do you live in an apartment? Yeah. Oh, so you have to you know, can't just open the door and let the dog out, you have to walk them up and down the street. Right? Yeah. But it's nice. You know, I get to talk to the people. I like my doorman, right? So, you start to have these, like, kind of small talky conversations. But it gives you background information that can be really useful. Right? Maybe in your course, you talk a lot about letting your dog out in the yard. And you realize that a lot of people in your target audience live in apartments and they can't do that. Right? And you learn that from small talk. So, there you go. Okay. ask open-ended questions, we talked about this. Encourage the participants to share their thoughts. A great question can be, What do you mean by that? Does this navigation bar work for you? Kind of I mean, it's a little confusing. What do you mean by that? Okay, get them to talk, get them to give you more information. Listen actively, and take notes. When you take notes, you're actually trying to listen, sometimes, especially on Zoom, I have this weird habit of like looking them in the eye because they feel like that's not rude. Like it's like eye contact. And if I am typing or writing, I'm looking down or at the screen next to them, and then I'm being rude. And eye contact isn't real on Zoom. And we have to remember that and we can even say, I really appreciate you answering these thoroughly, I'm going to be taking notes on what you say. So, if I'm not, you know, looking up or if it doesn't look like I'm paying attention, I'm just looking at my notebook. So, you can let them know so you're not being rude. But sometimes when I'm looking at people on Zoom, is when I tend to zone out. So, actively taking notes is helpful for me. Maybe it's helpful for you. Okay, number four is empathize. Show empathy, when they share challenges and experiences. This will help you to build trust with them. And this is something if you need to write empathy on the wall in front of you when you do these interviews, do it because the last thing we want to do is defend our choices. Right? Oh, you know, I don't really like this purple here. Oh, but purple that's supposed to represent like the, I don't know. It's a terrible example. I can't think of anything. But we don't want to like, give justifications for things that aren't working for them. Because the whole idea why they're giving you this feedback is because you want their honest opinion. So, we want to listen, we want to empathize. Thank you so much for sharing, I definitely understand. Tell me more about that. Right? Always help them to feel as comfortable as they can. Okay. All right, let's move now into the post-interview phase. We need to analyze the data. And this, like, don't skip this, you have all of your lists of notes, and you're like, cool, I'm just gonna take this and take action. Nope, nope, nope. The analysis is just as important as the feedback itself. What you want to do is create a space that helps you to identify what features or parts of these pages, or websites or products need to be tended to first, if at all. So, we want to transcribe, we want to summarize the interviews and make summaries of key points. And the thing we want to do is look for patterns and trends. And you can do this in a bunch of different ways. Like most old school, and way that works phenomenally well. If you're taking handwritten notes, then go get a highlighter or two, and start to highlight themes and patterns. Okay? I like to use like a mural board or a fig jam board, and break things up into themes, and then create little stickies with pieces of feedback and drop them into the themes. So, for example, we built this page, and the page has this beautiful long scrolling experience, where different pieces of information sort of appear in these animations as you scroll. And a lot of people commented on the length of the scroll. Some people like it, oh, it's so nice, I get to have a journey and I get to like, slow down and relax and read this and other people are like this is way too long, there's no way that I'm going to scroll all the way through just to get to the bottom of this. So, the theme is page scroll. And then you drop everything that anybody says on a little card and you put it in the box, the page scroll box. Maybe you have like a branding, you know, typography, is the font legible? Do you like it? Does it match? So, any theme that starts to come up over and over again, you start to create these boxes, and then you drop the feedback in those boxes. And that gives you a great visual of like, where people are actually really focused. And where multiple people had things to say? So, maybe one person commented on the colors, but ten people commented on the fonts. There's something with those fonts, either they love it, and we should do more of it, or it's hard to read and we need to change it immediately. Because everybody talks about it. Right? Identify pain points. Where our users struggling over and over and over. That's probably a great place to start with your updates and iterations. Ideation. Number three, ideation. Use the insights to brainstorm potential solutions and design changes. This allows you to make changes that are founded on data rather than changes that in your head, you're like, I'm going to change this because I think that's the right thing to do right now. And the last one, share findings, if you have a team or a stakeholder, transparency here is really key because it allows people to see why you are requesting the changes that you're requesting, especially if you're on a team. Sometimes as leaders or as people who are very close to these things like design concepts and the decision-making spaces. And then we say like, okay, team, let's change all of this. And they're like, are you kidding? That's going to take hours, and we just did it? And you're like, yep, but it needs to be changed. So, let's go and they just roll their eyes and walk away. Instead, you could say, I know, I thought this was a great idea. And you know, we built it. We thought it would work. However, I just did ten user interviews and every single person said that it was too hard to read. So, unfortunately, we have to change it on every page in every location. Oh my gosh, that sucks, we worked so hard on this, but I totally get it. Okay, let's go. Right? Your team also wants what's best for your users. So, if you clue them in on that decision-making process, they will most likely be on board. Okay? All right. Last one, iterate, and test. You have your user insights. It is time to iterate. That just means, do it, build it, test it. And testing is a whole thing in and of itself. We can talk about it in another episode if you're interested. It is also a step that we often either skip or abbreviate to the point where, you know. Testing isn't that fun. Like, I don't know, is there a way to make it fun, I think it could be really fun to like test the thing you just built, right? It's like it came to life. So, you've identified things that need to be updated. Maybe somebody needs a menu where there was none before. So, we build the menu, we have to make sure that all of the links work, and that they go to the right pages or the right section on the page. Do we like the way that when we click on this menu item that just drops us further down the page? Do we like the way that it drops us down? Or does it just instantly go there and cuts to that section? And it's not a very good transition, right? So, you want to test and potentially, in that testing phase, you might be doing more interviews. Before you know, if you're doing a prototype before you actually pull the trigger on going into development, maybe you want to ask a few people, hey, does this change satisfy the need that you expressed to me in that interview the other day? And they can say yes or no, then you're not wasting resources on development if you didn't nail it, right? So, and like these interviewees, we, they may become your biggest fans. Usually, people say, like, you know, let me know, if you want to jump on again, I'd be happy to give you more feedback, when you make changes, or, you know, a lot of times people start to feel a little bit invested in the project because they've been a part of it. Something I didn't mention was compensation. So, you know, if you feel like you want to, if you have the resources for it, and you want to either offer, you know, some sort of like, thank you or compensation for these interviews, make it clear that like, they'll get, if you are going to pay someone, you know, you get paid, regardless of the type of feedback, we're not paying you to just validate our decisions, we really want to make sure that this is a viable product. And so your honesty is appreciated. Yeah, those are definitely options. And I encourage you to start doing user interviews, start to build a pool of people that you can call on when you want to test things or ask questions. It's a really solid way to deploy new or updated features or pages or entire websites that can launch at a really high level. You already know that a lot of the bugs are going to be worked out. And so when you do those public launches, especially if you're pushing ad spend towards them, that you're launching something that is viable. It's people understand it, they enjoy the experience of it. All right. I'm going to wrap this up here. Thank you so much for listening and for making it this far. I will keep you posted on the rebrand of the podcast and I am grateful that you are here. We'll see you next time.
Pualena introduces the concept of agile project management for digital products, specifically for online course creation. She discusses the strategy behind the methodology, the tools available to use, and the benefits of using an agile method. You’ll hear how organizing your workflow, tracking your time, and creating an adaptable framework helps you serve your clients better and sets your business up for long-term success.
Some of the themes Pua shares in this episode include prioritizing your ideas in a backlog, breaking tasks into smaller chunks to show progress, and tracking your time to create more freedom. She also highlights how an organized system can help entrepreneurs, especially creatives, avoid and manage challenges such as scope creep and setting boundaries. And, for listeners who stay until the end, you’ll have an opportunity to provide input on the scope of the podcast in 2024!
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 00:00
You want to make sure that the setup is intuitive for you and give yourself time to learn the platform, learn the features, do a free trial. And once you've decided on one that works for you, make sure that you're then able to communicate that to anybody that joins your team.
Pualena 00:24
Hello, and welcome back to the Course Creators Academy podcast, I'm your host Pua. And today, we are talking about something a little bit different. I have been very lucky to have a sort of mentorship relationship with somebody in the product development space, and project management space. And I've been learning some really, really cool tips and tricks and strategies on project management. And, you know, since I miss solo entrepreneur, I have not really been on any, you know, product development or design teams, at least not from a, I guess, corporate or traditional standpoint. So, my experience in this space has very much been from a freelancer standpoint, which does typically sort of take on some of the traditional project management roles and strategies, but it's very flexible. And the only people that I really need to be accountable to are my clients, I don't necessarily have a design team, a development team, a project manager, or I actually do have a project manager, I don't know if anybody listening is a past or current client, but I do have a Kelly, and I hope that every business owner can find a Kelly because she is out of this world phenomenal. She is a project manager, client support, all things tech troubleshooting, she's amazing. So I do have one person that I sort of internally report to. Other than that, you know, it's, it doesn't necessarily… the only person who, who is affected, if my internal organization is not super, super stringent, is me. As long as you know, the client work gets done, things are, you know, tested and they're of quality, it can sort of stay in my head, right. So if we think about it, if I'm building a page, and I know all of the things I need to do, I need to test, etc., I just do it, because nobody needs to understand where I am in the project other than, you know, the regular check-ins with the client. So, in our project management platform, we typically have four columns, we have to do in progress, in review, and done. And any task or ticket can sort of migrate between those statuses. And we can leave notes, you know, Kelly, and I will drop comments to each other. Sometimes our clients are also in our project management platform, which happens to be ClickUp, I highly recommend it, I will drop a link in the shownotes. If you're interested in checking out. ClickUp It is a very robust, very powerful, very easy to use, easy to learn, and beautifully customizable platform. And I'm happy to share how we use that. But it's, we have this sort of very simple setup. Now I have been coached by somebody who has been a part of several corporate-level product teams, and she's teaching me about something called Agile Project Management. And so I thought it would be really interesting to apply that to something like agile project management for digital products, and more specifically for online course development. And when we take a broader look at what this is, it's, you know, a way to organize your tasks. And whether you're developing a product, a course, a book, a podcast, you know, social media campaign. You'll all have these, this is useful for everything that you're creating within your business. But this is the Course Creators Academy podcast and so I thought it would be interesting to apply it to the course space and just really do a very deep dive into what this is. And I will caveat this by saying agile project management is a very general term for something that is very, there are many ways to set up an agile project flow and agile workflow. There are many structures and it really depends on the type of project you have, the type and size of your team and the training that you are, able are interested in sort of investing in and investing in for your team. Because this is, you know, something that if there's just one person who's not bought into the system, the whole thing will, will fail. And this is true for any project management system or platform.
Pualena 5:19
Quick story, I used to work for Yelp. I was an intern when I was in grad school. And the, it was very interesting and sort of humbling, because a lot of business owners would come up to me when I was working these marketing booths at like, street, you know, food truck fares, or you know, I'm, I'm an intern, I'm 22. And people come up to me, they're like, I hate Yelp. Like, well, could I offer you this cool little, like, dog bandana. And I can let my manager know your feedback. But you know, we didn't develop the app, we're just here to spread the word to the people. I don't know it was interesting. But I, I mentioned that because we used I'm not sure if they still use it, the CRM of choice for Yelp at that time, which I think was like 2013 was Salesforce. And I was expected to go into Salesforce with every interaction, every new business that I came across every business owner that I met, and input their contact information and details about our conversation, what they do, and how we, you know, what, what they did with us or for us, or what we did for them. And I realized very quickly that this only works if everybody uses it. Otherwise, your day-to-day workflow becomes very inefficient. And you're asking questions. And the reason why you're asking the questions is the answers aren't where they're supposed to be. So, when we talk about things like meetings, we want meetings with other people to be a high-value activity. When you are having a meeting with your team, or your clients or any collaborative space, this should be full of, you know, high-level conversations, and brainstorming and idea, ideating. And all of those things that happen. And that's sort of the magic that evolves when humans come together and start to create together and bring their creative energies together. When meetings are less efficient, is when they are sort of just regurgitating things that could be an email or you know, a list of updates, you should be able to read updates. And that's where solid project management platforms and systems and processes come into place where if you have a project management flow, that is maximized, maximally efficient, and effective, people are in there making updates at such high detail, that you can go in and see exactly where the project is, and exactly where each to do task or item or ticket is at any given moment. And it's essentially a live up to date snapshot. So that in these meetings, you can ask high-level questions. Hey, I see this ticket is here in the blocked column. And it's been there for two days, let's talk about the blockers that you're experiencing, and how we can move this ticket through. Right? That's really good brainstorming material for an internal project team meeting, not tell me where we are with this project. And believe me, I have been there, it's really, really easy to get there. And it's really, really, it takes some time, I like to say, you really have to slow down and fine-tune this process in order to speed up it's worth it because it makes your process and your entire workflow more efficient, but you do have to dedicate the time and energy to transitioning to this workflow, and putting the practice in and sort of holding your team accountable and giving them the resources that they need to be successful with it. All that being said, what exactly is an agile workflow or agile project management?
Pualena 09:23
So, understanding agile project management may mean to understand where it came from, and at the very foundation, it is an iterative and very flexible approach that originated in the realm of software development. Right. So, it is built on the Agile Manifesto, which prioritizes individuals and interactions, working solutions, and customer collaboration. So, in essence, it's about embracing change, right? And how do we put change into a framework? Right, software development is innovative. Innovation. It's it signifies change, right? We are changing the environment in which this software is going to live, we are changing the way that it impacts its users. And when we go through these development cycles, what we're doing is recommending change based on a number of factors, whether it's feedback, whether it's testing, whether it's data brought in from, like, observe the way that people are using specific platforms, or if your software already exists, you can poll your existing customers to see where their pain points are or where they're getting stuck, where there's opportunity to shift and change. For course creators, right, we are innovating as well. We are creating courses because we want and see a need for something in the market that either doesn't exist or doesn't exist in the way that you envision your course to serve. Right. If I’m a fitness trainer. Here we go again with that example. There are, I would guess, millions of online courses about fitness, fitness trainers, CrossFit people, gymnastics people, yoga instructors, people who do foam rolling and stretching, it is anything that you want is already out there. It already exists. Why do I need to make another course on tabatas? Buy my course you get 20 Tabata workouts for $9.99? Why do I think people need that? Because I believe I have a framework, I have a solution to a gap in the market. I'm creating change. Hopefully, I'm creating a little bit of competition for the people that are already out there. Because my product is so good that we may take customers from other people, that's business. We're not necessarily going out and like individually poaching people, but somebody may resonate with the way that you teach tabatas more than they resonate with the person that they're already purchasing a Tabata course from, you know, this is a terrible example. But, you understand what I'm saying. So, I digress. Agile, project management is about embracing, and formulaically migrating through a proposed change. Okay. So, when we talk about online course development, we want to talk about all of the components of creating your course, that may need to go through some sort of transformation, whether it's creating it for the first time, updating existing content, getting feedback, et cetera, et cetera. I am going to sort of go back and forth between traditional agile setups. And what we probably will do as single entrepreneurs or small business owners, because while you probably don't need to be as detail-oriented for the way that you set this up, it can be very helpful to keep you on track. And more importantly, should you bring somebody on your team, whether it's a video editor, a content developer or an admin position, we want them to be able to jump right in. And with a few training sessions, deeply understand how you've set up your agile project management, and how they can just jump in right away and start using it. So the way that I've learned to set this up, is we've been using Trello, between me and my coach, although things go from Trello for our learning purposes, and I will move them into ClickUP. The platform doesn't matter. It's the system that you use. So we've created these statuses. And we've got essentially a prioritized backlog. So that is your brain dump, you are just figuring out what needs to get done. And you throw it there, right? It doesn't necessarily have a prioritized order yet. I will get there. But if you have anything that comes across your plate, either you're starting a project and you know, these are the things that you must do in order for this thing to launch. Or as you're building and things come up or as people are giving you feedback, you continue to add things to your backlog. Now every day you want to get in the habit of prioritizing this backlog, otherwise it will things will get lost. There are methods to prioritizing which I won't get into here because that's probably another episode in itself. But you do want to start to figure out what your framework for prioritization is, I believe we've talked about the Eisenhower decision matrix on here, which is essentially, the act of assessing your tasks based on urgency and importance or lack thereof. So that is a legitimate way to look at prioritizing your backlog. But for now, I'll trust that you understand how to make things a priority, whether it's energetic output, whether it is urgency dependency, again, we can talk about that more in detail. So you're going to, it will become a prioritized backlog. From there, essentially, ideally, you'll take the ticket or the task at the top, and bring it into a column called in progress. It is what it says: you're working on it. And it will stay here until you're ready to test. So if you're creating your course content, drag that over into in progress. And if you need to break that up into smaller tickets, do that, right, because we want to be able to see progress. So if you are creating written course content in the outline form, you want to you know, under that ticket, you'll say Create Course Outline, okay, in progress, then you'll move it down the line of the statuses and to done eventually. Then from there, maybe you need to create your video scripts. From there, you need to film your videos from there, you need to edit your videos, you need to create your worksheets, right? So all of this falls under creating your course content. But you do want to chunk it down a) so that you understand within that larger framework what needs to happen. And then also so that you can visually show progress to somebody who may jump in and look at this, right, because if they just see, you're still working on your course content, and it's been in progress for six days, that's a it's sort of a red flag, like what is keeping you stuck here, versus if they see that it's broken down into mini chat mini tasks, or mini chunks that are slowly being worked on and completed. You're showing progress. The next status here is blockers. So let's say we are in the middle of recording our videos, and your camera breaks. You drag that into blockers and your blocker is camera broke. And you need a solution. Okay, so anything in the blockers column? It's also a red flag of like, how are we going to troubleshoot this? And what do we need to do to get it back in progress ASAP, because anything in blockers is basically paused. It's not moving forward until there's a solution. So when you start your day, and you're looking at, you know, all of the tasks that you have ready to tackle, you may consider starting with the blockers just to make sure that you have eyeballs on it to say like this is troubleshooting in progress, or I haven't looked at this, it's still in the blockers and nothing can move forward or this task can't move forward until I figure it out. And then creating tasks that help you to do that.
Pualena 18:08
The next status is in QA or in UAT. QA is quality assurance. And a lot of times you know, this is a very common phrase in the software development world. But it may not be something that you're familiar with as a solo entrepreneur, somebody who may just be entering the course creation space, the digital space. And it is a very important step. Essentially, you're testing. UAT is user acceptance testing, same idea. They have slightly different definitions. But we are going to simply look at this as testing your product. So, when you've got your course content created, when you've built it into your platform, you want to test it thoroughly to make sure that every bit of this user experience is smooth. Until you've thoroughly tested you should not take anything to market. And a very key step in this process is to clearly identify what those steps in the testing are that make your product accessible or acceptable to take to market, right? So, oftentimes this is referred to as the acceptance test criteria. And you absolutely cannot pass this through to the Done column, which essentially is like the launch column the to you know, deliver to market column until all of those test criteria have been checked off. And these are criteria that you ideally want to identify at the start of the creation of this task. So if you are creating a task for developing, you know, the back end or the customer facing online course, area, you have all of these criteria that you want to include in that maybe you have smaller tickets within that larger task. In the creation of that task, identify the test criteria, I want the clients to be or my students to be able to receive announcements by email, I want them to see this, be able to see the status of where they are in the course, I want to send them reminders, if they haven't logged in for 30 days, you know, all of these things. If these are parts of the UX that you have envisioned for your course, they must be identified in detail, in the test criteria of those tickets. Okay.
Pualena 20:56
I don't want to lose you. And I know that this may, I might be starting to use information or language that is it's feels a little bit foreign. It's okay, it's sort of, it felt foreign to me as well until about a week ago. And it's, you know, language that, again, the product development industry is familiar with. And, so just in in a best practices situation, should you take your digital product to another company or start to talk to other people, maybe they want to invest in it, maybe they want to purchase a license, they may use similar terminology. So it's to your advantage to just at least let it become a little bit familiar to you. You don't have to use it in your day-to-day processes and efforts. Okay, where were we? We touched on tools just a little bit. Yeah, again, this is not a one-size-fits-all all methodology. So, you know, if you want it to geek out on this a little bit, and look at different agile workflows, and what they are, what they mean how they're set up, you may want to look at strategies like Scrum, Kanban, and Lean are sort of three of the commonly used methodologies. Each of them are a little bit different. And they have a different place in the overall sort of marketplace of design and development. But each one, you may find one, you're like, wow, I really, I really jive with how this is set up. And then you may look at one and you're like, this does not make any sense to me at all. So you know, watch some YouTube videos to get a little bit of visual representation of what each of these may include. But it really can help you to get organized to really get a good feel for your flow for some of the like design and development sprint that you might want to do. And it's really, really helpful when we look at overall big-picture planning. You know, a lot of people are doing 2024, content calendar planning, and having a very, very solid project management system can be really helpful in creating a content calendar that is realistic based on all of the things that you have going on. So one thing that I want to mention, within every single ticket or task or to do item, we want to talk about time, in two ways. We want to be able to estimate about how long it's going to take us to complete this task. And then we also to the best of our ability, want to start to see, in actuality, how long did this take me? Now this was one that I really had to, like, swallow my pride on. And that's because I was always sort of proud that I am an entrepreneur, and I don't have to report my time to anybody. I don't have to trade my dollars for hours. And so never again, do I have to track my time for anything ever. You know, and it was it's not that. I'm not that opposed to it. You know, I I'm not that bratty about it, but it was sort of triggering for me because I spent all of this time and effort really creating this, this lifestyle that on the surface could allow me to work anywhere to you know, have flexible hours and, and all of this and then all of a sudden I'm like so you want me to track my time like absolutely not. And what I realized is when we track our time, we are actually creating more freedom for ourselves. We can very clearly say based on historical data of tracking similar tasks, I know that a task like this will take me about this long, I can schedule it in, I can estimate when I will have it done. And I can plan accordingly. Which means if I want to, you know, go surfing one morning from 10am to 12pm, I know that when I come back and I get back to my desk about 1pm, that I won't be able to either complete this task that I've realized, you know, over time, will take me three hours, or I won't have time today to complete this task. And it's a very, like, it's a yes or no. And if I'm planning my week, I know that I'm surfing on that day. And so I'm not going to quote to the client that I will have it done today, I'm going to quote that I'll have it done, let's say today's Wednesday, I'm gonna quote that I'll have it done on Friday. And I will deliver it on Thursday. Right, we want to over… no, under promise and over deliver. One of the worst things you can do. And I've been guilty of this, and I've actually lost clients from this is saying, I will deliver this to you on this day, and then defaulting on that and not doing it. If you are going to do that if you need to life happens, I get it. Communicate, holy smokes. And again, I definitely learned this one the hard way. We are all a work in progress. And if you resonate with this, it's not too late. This does not define you, you get to keep improving who you are and how you work every single day.
Pualena 26:33
Okay, whoa, that was a tangent. Let's get back on track. Here we go. Let's talk. So we talked about tools, right? Again, like, explore what works for you. Here are some of the most commonly used project management platforms, it doesn't mean that these are any better or worse than things that I may not list off that you may be excited to try or that you're already using. ClickUp. I think it's like the industry standard. If it can literally fit anybody's needs. They do have a pretty great free option. There is Trello, obviously, JIRA. So Trello is a product of JIRA, and JIRA is a they have a lot of project management tools. So you might want to just check them out. Asana is one that I've used in the past, and I know many people use it, there is Monday.com, there's I got there so many. My brain is like overwhelmed. There's also like, like, Apple has free ones, Google Calendar, you have tasks that you can create, like, you can use a spreadsheet, right? It doesn't, the platform platforms are designed to make these processes easier. Things like ClickUp actually have agile workflows built into some of their templates, which is really cool. But it's not complicated to set up. And what matters is that the system works for you. Okay, it just takes some some playing with I will say two, there is a little bit of a learning curve. So if you are a solo entrepreneur, I would give yourself a month to try these platforms, there's Base Camp, I forgot about that. You want to make sure that the setup is intuitive for you and give yourself time to learn the platform, learn the features, do a free trial. And once you've decided on one that works for you, make sure that you're then able to communicate that to anybody that joins your team. So, anybody that may, you may need to train on that platform, just make sure that you understand it deeply enough to be able to communicate how you want people to use it.
Pualena 25:41
All right, just a couple of things to keep in mind, and reasons why this workflow can work so well. So, we're going back to the framework of creating this around or for an online course. Something that we like to do as entrepreneurs and creative people is continue to add, add, add, add, add ideas, and features and resources and worksheets and downloads. And this adds to the scope of the project. And even if we don't have clients, if we are our own client, we can impose scope creep on ourselves. So scope creep is something that let's say like, it happens to us a lot actually, as web designers, especially for people who are you know, we're web designers for online course creators and so we do our initial call. Cool, you need a website, you need one course you need a funnel to your free lead magnet perfect those are the deliverables will define what each of those include. And let's do this. As we build Oh, instead of a PDF, I want a mini course for my lead magnet. Okay. All right, technically, that does not infringe on the contract. So okay, we'll build that. Oh my gosh. You know, as I build my big course, and as I build out this mini-course, that sort of is supposed to feed into the big course, I realized that the big course actually needs to be three small courses. But that's okay, right? Like we've already done the content, all you need to do is break it up. Okay, well, I guess Yeah. Okay. Okay. And then we'll actually each of the small courses also needs its own sales page and its own sales funnel, can you break that over, you know, and so it just becomes this, this monster that's never done, and it never ends. And it's always the fault of the service provider, not setting their own boundaries. Yes, as a client, you should be mindful of this and not take advantage of people who just say “yes” to you. But that happens, right? That was a kind of an extreme example, usually, it's a little bit more subtle. And perhaps both parties don't even realize it's happening until you have all of these new deliverables in place. And this happens, because you don't have a solid sort of visual plan and specific tickets on what exactly you need to be working on from start to finish, and timelines. So due dates, estimated time for delivery, all of these things really, really matter. So when you set up your agile workflow, you know, these are exactly the things that I'm focusing on here. If you want to add to that, you're adding new tickets, and you were very intentional about making sure you know where that fits in, if that's going to cause a delay in your launch plan. Like you're going in and you are making those adjustments, like manually so that you are have full awareness around the impact of adding to your plan. Okay.
Pualena 31:48
Okay. Yeah, I am just looking through my notes. I think that covers it, I feel like that was a lot. And I hope that this was valuable. I hope it didn't confuse you. Again, there are so many resources out there that walk you through agile workflows, it can be a little bit jarring. And like, just, it's a different way to look at a project and create a system around a project. And if you're somebody, I think creative people tend to not be super like, organized, for lack of a better word, right? We kind of like to fly by the seat of our pants, and say ”oh I love this idea and this idea and this idea.” And so what I encourage you to do, if this feels like you, that sounds like you, and you often find yourself craving a little bit of structure, and you know, things like structure and deadlines will actually help you to stay accountable and enhance your creative energy and your creative flow. Knowing that you're not going to stress about all the things that you keep in your head. And I'm with you on this, we can find a balance, right, we can figure out how to take something so strictly structured as an agile workflow and create a space that gives you just enough structure to feel like you're in control and that you have sort of start and end each of these projects instead of these ongoing brain children that never actually come to fruition. It allows you to actually follow through with what you say you're going to do, which you know how many people are out there? Oh, I started writing this course. I started filming this course. And I never finished it. I started writing my book, never finished it. I thought about launching a podcast and I got like my cover image designed by someone on Fiverr. And I bought a microphone and headphones and a, you know, nice camera, but I never actually started my podcast, right? So, it keeps us accountable and sort of nudges us along our proposed timelines. Especially for people who are solo entrepreneurs. We need something because we don't have someone to push us. Right.
Pualena 34:19
Okay, well, thank you for listening to this if you found this valuable. Oh, something I wanted to post anybody who is kind enough to stay all the way to the end of this episode. We are wrapping up 2023. How that is happening. I don't even know like did this year, not just start. It is past mid-October and it's just blowing my mind. And I am sort of thinking about the pivots and the shifts and the ways that I wanted to align things in the new year. And one of my themes for next year is simplicity and alignment. And I have a business RBL Media RBLmedia.co is my website and I have the course creators Academy podcast. And this all made sense because I was a digital media creator and designer and developer for people who have online courses. And I am shifting my target audience, sort of broadening it just a bit. And would love to also broaden the audience and broaden the focus and the sort of impact that this podcast has to include maybe like people who don't have courses or want courses, or are course creators. I love talking with business owners, from all different industries who are innovating and are creative and who are rebels in their space. And so I'm considering changing the name to either the RBL Media Podcast or Rebels in Business Podcast or something that aligns my brand, brings in that rebellious energy. Because I think business owners are innovators and as innovators inherently we are rebels because we think outside the box and so I would love your thoughts on that any sort of initial reactions that you have, as I talk through that with you hear any feedback, any ideas that you have around what that could be? And I am excited to bring you along that journey with me. So, on that note, keep crushing and I will talk to you soon.
In this episode, Pua dives into the critical decision of choosing the ideal platform for hosting online courses. She emphasizes the importance of user experience, urging listeners to eliminate any potential roadblocks that might hinder clients from achieving their desired transformations. While Pua expresses a personal preference for Kajabi, she acknowledges that it may not be the perfect fit for everyone and briefly touches on alternative platforms like Thinkific, Teachable, Podia, and others. The episode provides invaluable insights into factors such as scalability, the need for an all-in-one solution, and the significance of marketing tools and analytics in ensuring a seamless client experience.
Throughout the episode, Pua underscores the pivotal role of content in driving client success. She encourages listeners not to allow the choice of a platform to impede their content creation process. Pua also offers practical advice on testing content before committing to a platform. The episode concludes with an invitation for listener feedback on potentially rebranding the podcast to align with Pua's business, RBL Media, and a special offer from Kajabi for interested listeners.
Resources discussed in this episode:
Course Platforms
Upload Courses (takes % of sales)
Course Creation Features
Analytics
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Contact Pua Pakele | RBL Media:
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Transcript
Pualena 00:00
Think about your user experience. Think about any roadblocks that might come up that keep your clients from getting to that transformation and depending on the industry, and then the service that you provide, maybe the smallest hindrance can make or break their experience and their ability to get that transformation that they desire and to achieve the results that they want.
Pualena 00:30
Hello, and welcome back to the Course Creators Academy podcast. I'm your host Pua. And today, we are talking about course platforms. This is a question I get a lot. And usually, it's, it actually comes up in casual conversation, oh, hey, what do you do? Oh, you know, I do web design for course creators, oh, my gosh, I'm thinking of having a course or I have a course or I have a lot of content that I want to turn into a course or I have a book that I want to turn into a course. And so it's almost like, you know, people want to be an author, people want to write a book, people want to have a course it's become that thing. I want to, I'm planning on launching a podcast soon, I'm planning on writing a book soon I'm planning on writing, or creating a course. And what the sort of hang-up for people is, or what a perceived hang-up is, is not knowing what platform to use. I say that because it's the same thing with podcasting. It's the same thing with writing a book. What do you need to write a book? I mean you just start writing it on whatever you have, wasn’t Harry Potter started on a napkin? Same with a podcast, most computers come with recording software. You know what I am recording this for you on GarageBand. Do you know what GarageBand is? It's the free recording software that has come on every Mac laptop in the last 15 years. So, I say that because having your course platform decided on, is a great step. But don't let that stop you from beginning to create your course content. Okay, so let's say that you're like, got it, I'm good. I just want to know what the platform is that you want to recommend or what to look for. And I will say like, if you've listened to this podcast for a while, you know, that my course creation platform of choice is Kajabi. It has been the, I've sort of been like a loyal Kajabi user and I am involved in their community, a lot of my clients come from the Kajabi community, I've built my business around that platform. And so I do have a little bit of a bias towards it. And I feel really good about that decision. I know that not every platform is perfect. I know some platforms out there, offer different features, they may be better than Kajabi at certain things and worse than Kajabi at certain things or their focus may be different. But overall, if you are, and I'm gonna say, a somewhat established business owner, Kajabi could be a good fit for you. I don't think Kajabi is for everybody. So, it's interesting, because I have people who look at my website, and they're like, Wow, what did you build that on? I was like, it's built on Kajabi. It's like, my website is actually built on Kajabi’s like old builder, which is we can go there and in another episode, but it's, you know, people are like, Oh my gosh, maybe I should check out Kajabi. And I'm like, Oh, cool. Do you have a course in mind? Are you going to do like a membership? What do you do? And they're like, No, I just want a nice website. Cool, then definitely Kajabi is not for you. Because it's very, it's if you just get it for a website. Number one, I love you Kajabi. But you don't have the best website builder. I just know how to use it really well. And it's expensive. If it's just for a website, and you're not using any of the other features like you are wasting your money. What I will say because a lot of people do say oh Kajabi is way too expensive. There's no way I can afford that. And if you are a startup, or if you are just sort of like you have ideas in your head about wanting to do a course. Don't sign up for Kajabi yet, you're just not ready. On the other side of that if you are ready to start like moving on your course. There is sort of power in like knowing you're paying for a platform and you want to use what you're paying for because it is a bigger investment depending on where you're at. I also like you want to be bringing in the number of clients that makes it feel like that investment is not going to like sink your business. So Kajabi starts at 150 a month, that is the like basic plan, if you pay annually, I think that drops down to 120 a month, something like that. And then it goes up from there. Now, if you have piecemealed together your business, and you have a website, and you have an email manager, or a CRM, and a, like another course platform, you know that like these little subscriptions, really start to add up. So, let's take a look at like some of the features that you would have in a course platform. Again, I am most familiar with Kajabi. So, I'm going to highlight what it can do. But if you're looking for an all-in-one platform, as a course creator, or an entrepreneur who has e-learning components to your business, you may consider releasing some of the platforms that you subscribe to, and looking for an all-in-one solution like Kajabi, to sort of streamline your business. Course creation, obviously. And this comes with the ability to automate announcements and emails, your community, your coaching platform, all of that you're like the communication to your clients. All of that can be automated within the course creation process, a website builder, email marketing, sales funnels, community analytics, there is a mobile app, let me come back to that. You can process your payments through Kajabi. And I say that because Kajabi has a sort of checkout feature. It does integrate with other payment platforms. So, you will be relying on an integration with Stripe, or PayPal, they are soon to be releasing Google Pay, Apple Pay, other things, I can't remember exactly what's included in that, and it is a little bit behind the times on that I will say but they're getting there. So yeah, like, if you're paying for all of these things separately, and you decide to bring it all under one roof, you probably will pay honestly less per month with the 150 or the 120.
Pualena 07:30
So anyway, I do sort of want to give a caveat as well. If course creation is on your list of things that you want to do. And you're thinking about signing up for a platform that you're going to have to pay for. Get as far as you can, with your course creation, before you sign up for the platform. One of my favorite things to do with our clients is to encourage them to create their entire course, or at least start creating their course, before we even sign up for Kajabi. So, what we do on our end is we will do wireframing and making sure that we have all of the automations, all of the emails drafted and get everything ready to plug and play the moment the client signs up for the platform. So, and this often doesn't work exactly as we think it will, which is good. Okay, so I have an affiliate link for Kajabi. My affiliate link offers a 30-day free trial where if you sign up on the website, you get a 14-day free trial. And so my game is can I get this client's entire ecosystem developed and built out in the platform within like one to two weeks, so that they have the ability in week two or week three of their trial to start selling their course. Ideally, you are never actually paying out of pocket for your subscription. You have those 30 days to actually it's not even in those 30 days, those 30 days are on us. It's before the 30-day free trial that you are creating all of your content. Now it's very easy to get stuck there, right? Because you're like, ah, there's no skin in the game. Like I'm not paying for anything yet other than Pua. And like, you know, I can take my time. So, there that's there's another like realm of motivation there. But if we can get everything ready, create your course, and then create a marketing and client acquisition strategy to begin to implement as soon as things are built that allows you to potentially recoup the cost of the platform and never have actually have to pay for it out of pocket. The caveat to that is you must have a list to sell to. A lot of people are like, Okay, well, I'll create my course, and I'll like, get my website together. And then I will just post it on Instagram, and I'll like, make a story about it, or I'll put it on my Facebook, or my TikTok and then like people will buy it, you know, like, you know, three of my friends will probably buy it. Here's kind of the mindset around that. Now, I will say I do not offer marketing, advertising, promotional services, ours are strictly in the like design and development phase. I wish I did. It just, it's not my realm of genius and I don't have the capacity to bring on a team to handle that yet. But if you don't have a list to sell to, if you don't have a strategy for promotion, this plan won't work. Plain and simple. You can post on Facebook till the cows come home, your friends will want to support you, maybe a couple of them will buy your product, if they're not your target audience. It's that's just just not gonna fly. So, it does sound great. And for some people, it's an awesome plan. Now, it's interesting, right? Because the people who that will work for, if they have a list, they're probably somewhat established. And so paying for the platform before they're making money on it, it is not as high up on their priorities, like, it's fine, I'll pay them 150 a month, like, let's just do it, right, let's just build it and take our time. So, I do want you to understand that those are sort of some of the details that come into play, when we're talking about this kind of timeline and strategy. Not so, on that note, right? You're like, Okay, fine. Well, I'm a new business. I'm not established, I don't have a list. So, what options do I have? This is why we really like to build an email opt-in sequence, like a, I had a colleague and a friend, Nick Trevelyan, phenomenal coach, he calls this The Three Step Hero Funnel. And it's basically just, I don't know, if you've heard of like the OVO offer value offer structure, where you offer something, right, you have like a landing page. Very simple. Hey, get my free PDF download. There's offer number one, deliver the value, right? Drop your name and email, or like, click here to get it. And then you click and there's like, there could be like a little pop-up or squeeze page, collect the information that you need from them, name and email, send them the download, and then give them another offer. Right? Give them more value. Hey, thanks so much for downloading this PDF. I hope you enjoy it. Please join my Facebook group. It's a community of people just like you who are doing X, Y, and Z in this industry. Right? There's another piece of value from that same sequence, we are then going to deploy a series of emails. The first email has the PDF. The second and it's you know, hey, welcome, thank you so much. Here's your PDF, here's what to expect. Here's how to use it. Maybe a quick link to the Facebook group one more time. Email number two, right? Hey, just checking in to see if you were using the thing I gave you. Here's some tips on how to use it well. Respond back, I read every email, right? That's a strategy. If you do, if you don't read every email, don't say it. Just be honest. Okay? And then email number three, more value, next steps, right? Here are all the ways that you can engage with our business. Some things are free, some things are for purchase, choose your own adventure. A very quick and dirty description of/or explanation of The Three Step Hero Funnel. But essentially, that's all you need. And so if that's the first thing that you create, that is what you're going to share on Facebook and Instagram and TikTok and texting your friends. And it's in talking about it all the time. Because if you aren't willing to pay, which is fine, for your reach, then you must do it organically with the network that you have. And talking about it and posting about it and making sure that people are aware that that's what you do. And this is what you have to offer. And you will build a list of people that hopefully are within your target audience. So, that when you do launch your paid product, your course you have a list to sell to. So, that really should be your first step is getting that three-step hero funnel built and starting to share. So, for people who are not established business owners, who don't have a list, that's usually what I recommend, hey, let's get this three-step funnel all fleshed out. Get your download, ready to go. Email copy. What do we want to say on those pages? What do we want them to look like? What are those offers, and what is the value that we're providing? Get all of that ready to build, then you initiate your free trial, we build that, and you share it as we continue to build. So, for those people, ironically, unfortunately, you may be paying for your subscription out of pocket for a few months until you get your course content and your website content ready to go.
Pualena 15:29
Alright, I digress. Let's go back to platforms. So, here are a few things that we want to start looking at when we're making a decision on platforms. And I do want to sort of name a few of the other course platforms that are out there that I've had limited experience with. And they're great, there are dozens, THINKIFIC is one, and Teachable is another and Podia is another and I say all of these three, almost in like rapid fire, because they're very similar. And these are three probably of the most common platforms that are specifically for online courses that you own, right? There's platforms like Udemy and Skillshare. Those you can have your course uploaded to those platforms, and they take a percentage of your sales. These platforms you pay for, but you keep your sales minus credit card fees. And there are other platforms also, that offer course creation features, but they're not course creation-specific platforms. Things like ClickFunnels has a course area. It's alright. WordPress, you can have a, they're actually some pretty decent course plugins, LifterLMS is one that I would highly recommend. If you are on WordPress, and you want to do a course, there is a podcast episode with the LifterLMS founder. His name is Chris, something I'm really bad at remembering people's last names. Chris, please don't take offence to this if you hear this. And I will find this and drop it in the show notes. But I highly recommend checking that episode out if you're on WordPress, and you like WordPress and you want to stay on WordPress and you want to have a course. Anyway. So, like know that Kajabi is sort of my jam. But it is not the only option that you have. Okay, I really want to drive home that this is not like a Kajabi-sponsored episode. It's just what I'm most familiar with. So, let's talk about some, like features and benefits that you might want to be looking for in a course platform. Do you want an all-in-one solution? I think most people would say yes. Because it's kind of like a shiny object, right? Like, oh, that sounds great, then I don't have to log into all these different platforms. Yes. And if you have a setup that is set up well, and you were able to manage it. Perhaps you don't need an all-in-one. Like, don't fix something if it's not broken. But my question for you is, can your current setup scale? If you are the one who holds the passwords to all the things, and you've got like this Zapier thing that goes to like a type form thing, and your type form is on a certain subscription that only takes however many entries and you have to manage like are we getting close to the subscription limit and on this platform and that platform. And if I change platforms, we have to change my Zapier and blah, blah, blah it can get very complicated. So, if you have a simple setup that you or your team can effectively manage at scale, keep it I guess, if you want to. If what I just said resonates a little bit too deeply with you and you actually have a hard time managing all the platforms that you have and getting them to talk to each other. And you're doing more manual work than you need to. And you know that you don't have to do this much manual work but you are. Perhaps an all-in-one solution, or at least sort of streamlining and combining some of your options is something to consider. So just throwing that out there.
Pualena 19:30
User experience. This is a big one. And I want this to be true for you and your customers. And I enjoy Kajabi for that reason, because overall, it's pretty easy to use on both sides. Yes, there are things that people find and complain about and there's problems and like every platform will have problems. You can't make every human happy. But I think that if in general, you have a pretty simple system, which I like, keep it simple, even if you're a ginormous business, bringing in 10s of 1000s of dollars a month or a week or a day, you can still have a very simple setup. If you need complexity, if your business relies on, you know, segmentation and tracking of like very, very specific analytics, and actions, and triggers, and emails, and all of that, like maybe Kajabi is not for you. Kajabi is for entrepreneurs and small businesses. Okay, so remember that if you are a large corporation, or if you have scaled your small business to be something massive, Kajabi may not be enough for you. I know a lot of larger businesses or small businesses that bring in very, very high revenue, who use Kajabi in conjunction with a couple of other platforms that fill the gaps, and they're perfectly happy. So that is an option as well, like Kajabi may not be your all-in-one, or any whatever platform you choose, right? But scalability definitely is a big one. Marketing tools, what do you need for your business to succeed? What tools do you need? What analytics do you need, what functionalities do you need in order for all of your systems to talk to each other properly and your clients to feel served and seen and appreciated and like they aren't just another number in your business space. If you want people to have a phenomenal experience, from their very first exposure to you to their very last interaction, your marketing tools can make or break that. So, do you have an email manager that can help you automate some of your nurturing of your leads and your clients, instead of you having to do it on your own, but still allowing them to feel like they've been served. I'm not saying this to trick them, you can provide a fantastic service that is largely automated. Because you understand your target audience, you understand their pain points, you understand what they need in order to get the resources that they need to get results. And if you have that deep of an understanding, then you can create some automated sequences and resources and communication, to meet them where they're at, to understand what they need when they need it. And to help them make decisions on how to move forward through your ecosystem of digital products or physical products or services. Right? Tied into this is analytics. And I will say Kajabi has mid-range analytics, mid to low, it's just very simple, right? They're not, you can't drill down super deep into many of the analytics that other platforms pride themselves on. I won't get too deep into the weeds here. But a lot of people will integrate Kajabi or utilize other tools, Google Analytics. If you're sending emails, if you're looking at like page views for your pages, you'll use things like Hotjar or FullStory, just to give you like more depth and more insight into how your users are experiencing the spaces. So, something to consider. And again, whatever platform you land on, you may need to have one or two other platforms that help you and support you in achieving the goals of your business. But largely, if you are a small business and entrepreneur, you are focusing on serving your clients, and you don't want to focus on all of your tech and making sure that it's all working. So, an all-in-one platform can alleviate a lot of the time and energy that you spend making your platforms cooperate.
Pualena 23:58
Okay. I know that this was probably drinking out of a firehose, and you're like, maybe you don't feel like you know what platform like you’re less sure now than when the episode started. I talked a lot about Kajabi. I briefly mentioned some other platforms. I mentioned things that you want to consider when you're making a choice of a platform. And I want to leave you with this. If you're listening to this, it's probably because you have a course and you want to choose what platform to launch your course on. It is that simple. And I mentioned in the beginning, not to let your decision of a platform get in the way of you actually taking action and creating your content. I stand by that. Now I want to leave you with a quote, and a caveat, the quote is, “Content is king or queen.” Your content is what matters. So, if you have this thing inside you, and you're like, I want to have a course, because I can help people, by teaching them this or walking them through this or providing this guidance or coaching or experience. That is what matters most, find a way to get that content into a way that is digestible, and accessible to the people that need it most. Because until you do that people are out there suffering because you have not put your solutions into the world. Okay? Now, what matters almost as much is the ability to successfully deliver a transformation. There is responsibility on the client, I will not deny that. If you have the best course in the world, and the client doesn't have the right motivation or accountability or just inner drive to take that content, consume it, and then take action on it, so they get the result. That's on them. But we can make that easier. And that's what platforms do. Platforms allow you to provide a user experience that removes hurdles, it allows clients to like, log in easily and access their content easily. And like, I'm sure many platforms have this feature, where if I log into my course, and I click this button, resume, it takes me back to instantly where I was before, like Netflix, right? Instead of having to go back from the beginning, where was I only like a bookmark, right? So, think about your user experience. Think about any roadblocks that might come up that keep your clients from getting to that transformation and depending on the industry, and then the service that you provide, maybe the smallest hindrance can make or break their experience and their ability to get that transformation that they desire and to achieve the results that they want. Really, really think about that and consider it when you're making these decisions. Because investing in a platform could allow you to grow and scale because that user experience is so good. On the other side of that, you can test before you buy. Test your content, give people a live four-week session of what your course is going to be. Deliver in a Facebook group, those are free, deliver it in a Google Drive, you know, like, there are ways to test this for free. So, don't let the platform thing again, oh, I can't test it until I've chosen my platform. Not true. Definitely test it before you choose your platform. I strongly recommend that.
Pualena 28:06
Okay. This was a lot. I hope it was helpful. I look forward to chatting with you again. I'm considering changing the name of this podcast. And I would love your feedback. So, right now, my business is Rebel Media. RBLmedia.co is my website. RBL.media is my Instagram. And yet I have this Course Creators Academy podcast. And so I, and I have a Course Creators Academy Instagram account that I'm sure people find. And then they're like, why is this not current? And I should probably delete that. Or, like, hide it? I just looked at it on my phone. I'm going to stop. So anyway, I like the Course Creators Academy podcast as a title because it just tells you exactly what it is. And it identifies my target audience. However, I love my brand. And I'm curious to my listeners, there might be like two of you. Or there might be 200 or 2000. I actually have no idea. But what do you think about like, the Rebel Media podcast, or Rebel and Business podcasts? I don't know. I've been like really thinking about this. So, I would love to have you participate in what this podcast becomes. I think, you know, part of what makes me really excited about this podcast is bringing guests in that are experienced in all different types of businesses, and they're at different stages in their business journey. And so having something that's more targeted to the general small business owner, or the aspiring business owner or the entrepreneur, yeah, I just think that there is a shift about to happen and I love your thoughts and your feedback because you are why I do this podcast. So, feel free to reach out to me. Instagram is probably the best place for that @RBL.media or you could reach out to my email support@rblmedia.co R-B-L-media.co Or just like a contact form on the website. I really need to just streamline, do you agree? Yeah. So, I'd love your thoughts. So after listening to this, if you think that you are ready to pull the trigger on a course platform, and you are sold on Kajabi, then yay, I have something really special for you. Again, I don't want to make this feel like I'm pressuring my listeners into the Kajabi platform. It's just, it is a platform that I use. And so, I there's benefit if you decide to move forward in that direction. I super would love and appreciate any questions that you have about that. Please feel free to reach out and yeah, enjoy. Definitely sign up for the trial anyway, even if you, you know aren't sure or decide not to move forward. Just you can play with the platform, see if it'll work for what you need. And again, if you have any questions at all, please don't hesitate to reach out and I will wrap this up. Thank you so much for listening, and I look forward to seeing you in a couple weeks.
In this episode, Pua delves into the world of coaching, exploring the nuances of coaching, differentiating it from therapy, and discussing the challenges and stigmas associated with the coaching industry. Pua emphasizes the importance of highlighting transformations over features and benefits when marketing coaching services. She also offers valuable insights for both coaches and consumers, encouraging due diligence and transparency in the industry. Pua touches on the potential integration of online courses for coaches to scale their impact while maintaining the essence of transformation-focused coaching.
Pua emphasizes the importance of coaching by discussing the challenges and stigmas associated with the industry. She shares several red flags to watch out for in language used by coaches and how to recognize credible coaching programs. Pua also encourages coaches to focus on showcasing transformations and highlights the need for due diligence when seeking coaching services.
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Contact Pua Pakele | RBL Media:
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Transcript
Pualena 0:00
If I'm a coach, and I know, I am aware, either because I listened to this episode, or because I have talked to other humans in the digital business space, I know that there is a little bit of a stigma around coaching. I feel compelled to be a coach. It's my calling. I've, you know, provided great transformation for people. Maybe I have some certifications. It's something that I know that I'm passionate about. And I would like to pursue. Please pursue it. We need coaches, coaches change lives.
Pualena 0:39
Hello, and welcome back to the Course Creators Academy podcast. I'm your host, Pua. I am the owner of RBL Media, Rebel Media. It's interesting because I started this company wanting to call it Rebel Media. And the way that the name of the company turned out was RBL. And everybody asks me, What does RBL stand for?" And I always say, it's Rebel without the “e’s”. Because, you know, rebels don't need vowels. And it's such a weird response, that sort of, it came to me spontaneously one day, and I've always thought I should figure out something for this acronym, RBL. It could be something really cool. I just, you know, rebels in business and in life. Somebody, please give me something better than that. But I digress. Today, I am very excited, as usual, to continue a conversation. I mean, it'll be a monologue, because I'm here in a solo episode. But it's a conversation that has been ongoing. For me and many spaces for, I don't know, 10 years now. It's been a very personal conversation at one point in my entrepreneurial journey. It's been a conversation with my clients, with other entrepreneurs and people in this space, conversation with people who are not entrepreneurs, who don't necessarily engage with or in, or practice any sort of coaching. So I didn't even introduce the topic yet. But here we are, we are talking about coaching today. And I'm coming to this space, from more of a theoretical standpoint, today, it's not necessarily going to give you a ton of actionable steps to take action on if you are a coach. Actually, that’s not true, I think it will. But more just having a, sharing thoughts and experiences, both building websites and courses in digital spaces for coaches and also having briefly participated as a coach in this space. And I think coaching in and of itself is sort of a buzzword, it's a little bit depending on who you talk to. It's either a buzzword or a bad word, to be honest. It's either, you know, oh, I know, I need a coach, or do you have a business coach? Do you have a life coach? Do you know a business coach? Do you have a fitness coach and coaching has become this thing that is sought after, both from the client's perspective of, Oh, I heard I'm supposed to have a business coach if I have a business. I, you know, fitness coaching has been around for a long time. And I think that space is very cut and dry. And again, I will use that as for many examples today, because it's an industry that I both used to work in and also seems fairly relatable, especially for the coaching conversation. I think it's a good comparison because there are many parallels. And you know, I think it's a conversation worth having because of all the reasons why coaching is a bad word. Right? Let's talk about that. Let's like, it's sort of the elephant in the room when people are like, introducing themselves. Oh, what do you do? I'm a life coach. Okay. Right? It's, and we don't want people to have that reaction. We also don't want people who are fantastic life coaches to say, to feel ashamed to tell people, I'm a life coach. And it's very interesting. So, I used to have a business that I co-founded with a friend of mine, and this business had many iterations, it went through many different names. And one of the names that we came up with was best life ever. And we were business coaches. We were, you know, time and energy and productivity coaches, and we did corporate consulting and workshops and so we were not life coaches, but because our business was called best life ever. And you know, we named it this because work-life balance is not a thing like you must integrate it all. And if you have a wonderful work life, you have your best life, right? It's part of your best life. And so that was sort of the idea behind the name. But everybody on the planet thought we were life coaches, and I remember just like cringing, when people would come up to me, and they'd say, like, Oh, are you still life coaching, and I'm like, I never did that. And I would get so defensive. Even still, to this day, people will say, like, Oh, we're sorry, were you still doing that life coaching thing and like, ugh. But I want to talk about that visceral reaction, because there are phenomenal life coaches out there, there are people who are literally changing lives every second of every day, through the act of life coaching, and business coaching, and all the other kinds of coaching. And I want to talk about why we have this reaction and how we can shift, especially if you are a business coach listening to this. I hope that you're listening to this. I hope that you can get something out of this, to be able to talk about your business with pride and to know that the transformation that you provide is worthwhile and that your services are worth investing in. That's my hope and my vision for the future of this industry. But in order to get there, we need to talk about the reasons why people have these reactions to life coaching and business coaching and coaching in general.
Pualena 06:49
Why do you think that the reputation of the coaching industry has become so negative? Is that justified? Is it possible for this industry to reverse itself? And when I asked people about this, many times, the first or, you know, one of the first answers that comes to the table is well, you know, I'm not opposed to the idea of having a life coach or being a life coach, or knowing somebody who's a life coach. But, you know, what's the difference between that and therapy? And how do I know like, What are the qualifications that somebody needs to become a life coach, because at least a therapist has to go through med school and get you know, they're qualified, they have to have their degrees and certifications. And it's sort of a, like, it's a medical field. Coaching, if you want to be a coach, you put up a website, and then you start telling people, you're a coach, and you're a coach. So, I think that's a big part of why, you know, it's the wild, wild west, like there's no real bar for becoming a coach. Yes, there are certifications, yes, there are programs and, you know, qualifications that you can get, it's optional. Some consumer, some clients will look for this, but not all. And here's the thing is, over the years, as social media has taken over things, like you know, print mailers, and ads in the paper, we have been granted the opportunity to be and do anything we want and market ourselves for very, very little cost or for free. I can decide I'm a business coach, I can open a brand new Instagram account, I can put my new website up there and open a scheduling platform Calendly, whatever, and say, Hey, guys, I'm a coach now. Go ahead and sign up, $100 an hour, right? Like anybody can do that. And so there is a huge gap for how we do our due diligence and figure out if somebody is qualified and legitimate. I think that is one of the biggest reasons why this industry has the reputation that it does.
Pualena 09:27
So, the other thing is, like, what is a coach, actually? This is a very ambiguous term. And I think that's also part of why people don't get it. What's the difference between a coach and a therapist? I had somebody explain it to me as a therapist is there to, let's google it, shall we? What is the difference between coaching and therapy? Should I say life coaching? Therapy focuses on mental health, life coaching focuses on goals. The major difference between therapy and life coaching is the focus of the work. Therapy focuses on mental health and emotional healing. While Life Coaching focuses on setting and achieving goals. Interesting. I'm curious, if you're listening, if you agree with that. I can sort of see where they're coming from with this. This is just the very first thing that popped up on Google, it's probably sponsored. The source is zencare.co. I mean, it does kind of makes sense. So let's think about it. Like, is there are therapists trained in mental health and emotional healing? What kind of training do life coaches have around setting and achieving goals? I think life coaches also touch on mental health, emotional health, you know, anyway, it's a big conversation, right? And I think, you know, a big part of that also is identifying and defining what coaching is, and what kind, and we're gonna focus more on life coaching today. But, you know, business coaching, fitness coaching, so let's look at fitness coaching, from this definition of, you know, if I have a goal, am I seeking out a coach in order to help me achieve that goal? I think that makes sense. If I want to compete in a jujitsu tournament, next summer, I will want to have a coach who I can tell this goal to and they can give me a prescribed formula or, you know, training plan in order to get me to this tournament next year. That sounds pretty legitimate. Will a therapist, let's see if I tell a therapist. Yeah, I see. Yeah, I think this definition makes sense to me in this moment. So anyway, when we think about coaching, what I would love to encourage you to do, is think about coaching from a transformation perspective. So, I see this all the time on Instagram, or social media in general, I'm sure it's on, I don't have TikTok, but I'm sure it's on TikTok, people who decide, okay, I'm gonna go into the coaching industry, regardless of if they have certifications, training programs, if they have a coach of their own. I see this so much where people are like, yeah, so I'm a life coach now. And I do coaching and I think coaching is something that everybody needs. And so if you're interested in coaching, I can tell you what coaching is, and how coaching, you know, was beneficial for me and why I think coaching is beneficial for you. Tell me, if you think that that is at all effective for attracting an ideal target audience for piquing somebody's interest? Like I say, No, it is not. You know why? Nobody wakes up in the morning and says, I'm gonna go invest in coaching today. Although they might, but I don't think they do. Most people say, I want to do this, I want to get better at that. I want my life to be better. And so in order to get there, I want to do this. These are results. These are transformations. These are goals that people are looking for. So, if you're a life coach, and you have a niche to help people get through, you see, here's the other thing, right? Like, I'm thinking, as a life coach, there are realms of life, right? Business Coaching, divorce coaching, marriage coaching, what's the difference between marriage coaching and marriage counselling, and couples therapy? Right? There's like, all these realms of life that people may invest in, in coaching and I have so somebody on my team said, you know, do you know of a good business coach, and I am sitting there and I'm, I know of business coaches, but I want to know what her specific goals are, because then I can actually connect her with the person who is works in that realm. So think business life, even fitness coaching, what kind of fitness coaching do you want? Do you want to lose weight? Do you want to be healthy? Do you want to maintain whatever fitness you have now? Do you want to participate in a specific sport or a specific activity or event? Do you want to run a marathon? Do you want to, you know, paddle canoe race even like it's there's like so many niches and nuances to this space? So, being very specific about as a coach, you know, what? What is your transformation? What is your niche? I am a life coach who specifically supports new moms. Perfect. You don't have to say I'm a new mom coach. But you do have to identify your specific realm of expertise. On the consumer side, you do also have to specify your goals right? And we can think about people who are just really struggling. And they're like, I don't know what my goals are, I don't know what I need. I just know that I'm unhappy, I'm depressed, I'm feeling terrible. And I heard from somebody that I should look into getting a life coach. If that's your story, think about the kind of coach that you would resonate with. Possibly, you know, what their story is, what their specialty is, what their expertise is, because everyone's going to have an expertise. Or, and if they don't, I caution you not to work with them. If they're like, no matter what your problem is, I can help you. Red flag fully.
Pualena 15:51
So, on that note, let's talk about your expertise, your niche. How do you know what that is? Some people know some people are like, this is something that I've experienced, or this is training that I have invested in that I've received. And so this is the niche or the arena that I want to serve in. Great. Now, this is a this is another, not an industry red flag, but something to consider. Let's say I am an interior design coach. I don't know how that's different from an interior designer, but whatever. So, I decide that I want to be an interior design coach because I bought a house and I designed it. I designed the inside and I thought it was so cool and beautiful. And I had a couple of friends come over and they also told me that I did a great job. And so I'm like, You know what, I'm so good at this, I'm going to now be an interior design coach. That's my story. That's my qualification. It is very important. Like, if that's cool with you, as a consumer, to invest money into somebody who has done that for themselves. Good on you, go for it. Maybe ask for pictures of their home just so you can make sure that their design style resonates with you. But you know, make your own decisions. For me. That's not enough. I don't just want somebody who has been through the problem and come out the other side. I also want someone who has helped others through and can deliver proof of their results. At this point. I don't necessarily want to invest in somebody that's new to the game. I know that's unfair. Well, is it? I know it's difficult to become, to be a new service provider in any realm. And put yourself out there without the experience or the track record. But there are ways to do that, right? I'm not interested in being somebody's beta tester. But many people are. If you're new to the space, do a presale, do a beta launch, give it away at a significantly discounted price. And get people those awesome results. Get testimonials, get case studies, get qualitative results that prove ROI. And then go out there and serve. Right? I would say, you know if you are serious about your goals, if you are ready to invest in your own transformation, potentially you want to find somebody that's established and that's okay.
Pualena 18:37
Okay. So in this wild, wild west, it is up to the consumer to do their due diligence. How do you do this? Well, for one, reach out, get on discovery calls or breakthrough calls or free consultations, or whatever they call it, and have a good list of questions to ask, you know, what, how did you get into this space? How long have you been doing this? Who's your favourite client? What client did you have that you did not like? Have you ever had to fire a client? Like, ask? And why? Right? Ask these good, deep questions that allow you to understand who this person is. What makes them qualified to deliver this type of coaching? And do you like them? Do you resonate with them? Can you listen to the sound of their voice for an hour? That's important, right? Does their guidance feel like it's in alignment with your goals and the way that you want to move forward? Does their style of feedback feel good to you? Right? Some people need tough love. They need to be told, you know, do this or this is your consequence. Other people thrive on positive reinforcement, right? So, do your due diligence. The other thing that I strongly encourage you to do is to reach out and if you do your initial call, you're like I think I kind of liked this person. Before you say yes. And this is going to be tough, because some coaches are going to offer you know Oh, if you say yes and sign up within 24 hours, I'm going to give you this price. And after 24 or 48 hours, you know, it's going to go up. And, you know, it's an urgency, I would say, negotiate with them, if you can, you know, can we extend this because I would like to reach out to some of your current or past clients to get their feedback and just make sure that you'd be a good fit. There will be people who will say, you know, my client list is completely confidential, I'm not able to give you that information. And I would push back a little bit and say, you know, I don't mind waiting a few days, if you're able to reach out to some of your clients and ask them if it's okay, to share their information, I just like to talk to them. It can be a very quick email, Hey, I just did a call with so and so I'm thinking of working with them, I'd like to hear your honest feedback of what it was like to work with them. I've had, I have clients do this for me, and I tell them to do it, I say, you know, here's a list of my some of my recent clients, feel free to reach out to them to ask what their experience was like, you can curate that list, right? I have worked with clients, and we were not good fits for each other. And, you know, I've had to let them go, they have let me go. And I wouldn't give people those names, right? But I've had far more very, very happy clients who have gone off to be really successful. And those are the clients that I would definitely connect them with. I also have a portfolio on my website, and it doesn't bother me, if somebody who might want to work with me reaches out to all of those people to ask what their experience was, like. If I am confident in my service, that should not be an issue. I understand if there's confidentiality, but as a service provider, I would have a list of clients that you can sort of ask that of, most people won't mind. You know, I think it's a great call. I've been burned by a coach, spent 1000s on this coach, and was not able to get a refund, we weren't a good fit. They, you know, to me, it felt like a scam. And I actually think that they were, they're a good person, they were doing their best, but it was not a good fit. Their coaching style did not feel in alignment with my goals. And that can be enough to make something feel scammy. Would I recommend this coaches anybody else, I wouldn't necessarily, but not to say that they don't have their own target audience that they can successfully coach. So, just something to think about.
Pualena 22:43
Okay, let's wrap this up, by sort of drilling down into the space that we are in now with buyer psychology, paid advertising, all of the noise that we are battling against, both as a consumer and as a service provider. If I'm a coach, and I know, I am aware, either because I listen to this episode, or because I have talked to other humans in the digital business space. I know that there is a little bit of a stigma around coaching, I feel compelled to be a coach, it's my calling. I've, you know, provided great transformation for people. Maybe I have some certifications. It's something that I know that I'm passionate about. And I would like to pursue. Please pursue it. We need coaches, coaches change lives. So, I do want to encourage you to follow your dreams here. This is not supposed to be a discouraging episode. I just want to make sure that you are armed with all of the information that you need in order to go out there and be successful. So, when we're talking about our coaching services and our business, I encourage you to again, focus on the transformation and find ways to highlight transformations that you've provided for other people, maybe you have a podcast and you interview your clients, maybe you have you know social media features client features, quick little, you know, people will go live on Instagram, let's say with, and interview their clients, maybe you have a blog, or you write articles. So, it's something to be aware of in terms of anything that you sell. You want to share the transformation as often as possible, as opposed to sharing benefits and features of your program that has a time and a place and you can always do that. But I would do that probably like 15% of the time. And it's really important to create a trusted space that provides value. So, if I am following you in on on Instagram, and you always share your Motivational Monday tips just really resonate with me. Keep doing it, do it every Monday, because I'm going to come there, and I'm going to check. And I'm going to look forward to your Motivational Monday posts. And I'm going to look forward to your shareable Tuesday tweetable as or, you know, whatever, but continue to provide value, and showcase your expertise in that way. Rather than it people can feel when you're essentially begging them to sign up, oh, you know, I have this, here's the link in my bio, we can do coaching, you know, anytime that you want. I can even do like a free session for you. And, you know, if it feels like you're begging, people will not, that doesn't sell, you know, buyer psychology does not respond well to begging. And if it is transformation-focused, people will be able to see right away, like, do I relate with the story, do I resonate with the story and this guidance and how they got to this transformation? That's what sells. So, I highly encourage you to talk about that, even if you're selling a product.
Pualena 26:18
So, let's talk about multilevel marketing for a second, another bad word that's potentially, you know, a potentially bad word. Many people do it, many people are really successful with it. Many people are really turned off by it. Those who I see are successful in the multilevel marketing space, are showcasing people using their products, and that those transformations. They're not talking about sign up under me and you can get $100 this month, and there's a special promotion and blah, blah, blah. No we want people to relate with the actual transformation. They don't need the logistics of what it means to sign up under you and what they get, as a person who sells that stuff that actually scares people. People want to know that this product is so good, that it works so well, then, of course, they're going to sign up under you because it's so easy to help other people achieve this transformation through their own channels. Right? So, showcase yourself using it showcase other people using it, talk to other people about it. Again, testimonials, interviews, blog posts, all of those things. And then as the consumer, if you are looking for coaching, fitness coaching, business coaching, life coaching, whatever, know that you can be tricked. Okay? And as a service provider, know that people are out there tricking other people, and it's going to make your job harder. But it just means that you need to be stand firm and the transformation that you provide, and continue to highlight that authentically and vulnerably. Because people will see through the BS eventually, as a consumer know that people throw 1000s of dollars at advertising in order to get their ads in front of your face. So, if you're seeing repeated messaging over and over and over, and it's starting to look appealing to you, do your due diligence, right, don't just buy spontaneously, unfortunately, in this space, that's just not something that we can do anymore. And if you're a coach, and you're offering those fast action discounts of you know, give them 24 hours, or else the price doubles, I'd really like to encourage you to rethink that. Maybe you can extend the time, right? Maybe, you know, let me know, within seven days, and give them the time to do their due diligence, encourage them to do it. You want to be so confident in your service, that if people are out there asking questions, and Googling your name, and scam, that nothing will come up because you are acting in Integrity with your business, your services and what you say you'll do. All right. So, how does this loop back to Course Creators? Well, many coaches become course creators. Why? Because we start coaching because we are good at something or we're good at providing this transformation for people and many coaches start with this sort of one-on-one experience, or maybe they start with group coaching. Think about it as in fitness, right? You can have a personal trainer, there's, you know, a group fitness class, right? And there are, you know, levels and tiers and subscriptions and pricing and offerings, all of these things. And eventually, we cannot scale our own time and energy anymore. Which is a lot of times the reason why people create courses. Now courses for coaches tend to be a little bit of a different animal. Coaching is effective, because it's the prescription or the formula that you're providing, right, based on your experience, based on your training, and you can customize that to your clients if you need to or want to. But you are there as the coach as the person to hold them accountable to give them the guidance, to carry them from start to finish. And beyond. Courses that are asynchronous, puts that responsibility back on the client. So, they either need to be self-motivated, or you can provide them with the tools to motivate themselves and to stay accountable. Or they won't do it. Right? So that's why a lot of coaches have online courses, in conjunction with communities or group calls to weave in a little bit of that personalized experience a little bit of accountability, a little bit of community. And that is something that is worth considering, you know, people do courses because they're like, Okay, I can't take on any more. So I'm just going to do this course and sell it, people will get the transformation on their own. It's just out there, I don't need to do anything. Remember, though, that if your service is transformation-oriented, selling an asynchronous course, without any accountability, without any way for them to get the results that they desire, may potentially end up with them being very dissatisfied with your course. So. we can talk about this in length in a future episode, but it is definitely something to consider. Now. If we want to put the onus on the client, we absolutely can we just need to be very transparent about that. Right? Hey, this is an asynchronous course, you get to go through this as quickly or as slowly as you'd like. This is the prescription that I suggest, right? Do a module every week, do a lesson every day. Here are some worksheets. Here are some feedback channels potentially, right? You can ask questions here. Here's a community of people that can lift you up, ask questions there, how are you going to manage your community? How are you going to respond to questions and feedback? So, there's a lot to consider as a coach in the online course space. But I do think that it can greatly enhance your service. And take a little bit of the time and energetic pressure off of you to be there, delivering every step of the way. If you do think that, you know, one-on-one, coaching is really the way to go for you. And really the best way for your clients to get results, perhaps providing a course that has supplemental content that can help you know, if you spend the first two sessions, teaching the same thing every single time. Maybe you can provide a course and say, you know, here's the introduction modules, go through these, listen to them, watch them, do the worksheets, so that your coaching clients can show up prepared so that they can show up understanding those foundational concepts or tools or whatever it is that you teach so that you can dive in at a deeper level from the start. So, anyway, just a few thoughts on how you can utilize online courses as a phenomenal coach in this industry, in this space. And I hope that this sparked some ideas for you and was a meaningful conversation slash monologue. And I'd love to hear your thoughts. Reach out on Instagram RBL.media. You can shoot a message to support at RBLmedia.co. Visit our website, my website RBLmedia.co. And I look forward to chatting with you again soon. All right, take it easy.
Host Pua invites Joel Cochran, co-host of the "Proclivity Podcast," to share his transformative journey from a speech communications graduate to a wellness advocate. He discusses recognizing the critical link between mindset and self-identity. Joel founded Proclivity to liberate individuals from negative self-perceptions. His conversation with Pualena ventures into the significance of vulnerability in leadership, the need for clear communication, and the power of setting expectations and seeking help in business teams.
The episode also delves into effective feedback strategies and the importance of creating shared understanding. Joel offers valuable advice on project naming, emphasizing curiosity and openness. He introduces the "50-10 rule" for time management, using Siri as a productivity tool to optimize focus and enhance overall efficiency. In sum, the episode delivers practical insights on leadership, communication, and personal growth through Joel's own experiences and actionable tips.
About Joel Cochran
Joel Cochran is a professional with a background in speech communications and a deep passion for helping people overcome negative self-identities. He is the co-host of the "Proclivity Podcast," where he explores the intersection of mindset, wellness, and personal growth. Joel's journey has led him to establish Proclivity, where he focuses on helping individuals break free from limiting beliefs and achieve personal transformation.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Joel Cochran | Proclivity:
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TRANSCRIPT:
Joel 00:00
Cool, I went from I need help, to I got you, to we got this. I recognize I need help. I tell you that I'm right there with you. And then we end with, we got this. So now we've solidified with, we're a team. And then if I come as the leader, as the CEO, and I say to somebody, I need your help, regardless who it is, the smallest to the highest, and say, I need help, instead of “Hey, will you do this?” That's a big difference. Because I'm saying to you, no matter how high up I am, how low you may be in the totem pole, I'm asking for help. And when we do that we normalize receiving it.
Pualena 00:43
So here we are. We're on the Course Creators Academy podcast. I have Joel Cochran here, who does a million things. No, you do a few things really, really well.
Joel 00:57
I like that, that resonates with me a lot more.
Pualena 01:00
Yeah, it's and it's true. We've been friends for a few minutes if you total everything up, but lifetimes it feels like and we’ve really
Joel 01:10
It is.
Pualena 01:11
I just appreciate what you do in the world in the many spheres that you are in. And I definitely binge-listened to your podcast.
Joel 01:23
Yes, good old Proclivity podcast.
Pualena 01:26
It’s fabulous. Could you tell us what your podcast is?
Joel 01:29
Yeah. My podcast is with my business partner, Emily Rodela. And it's the Proclivity podcast. If you haven't given it a listen, give it a shot, we talk two parts, both psychologically and physiologically when it comes to health and wellness. So, you might have nutrition coaches that may talk about some lifestyle and some of the psychological mindset to food. And then you might have some life coaches who may talk a little bit about nutrition and the importance of food. Well, we just separated and said, Hey, Emily, you're the greatest at this in terms of the nutrition and the physiological side. And I'm the best at the mindset side. So, instead of me spending time on trying to figure out nutrition or the physiological side, I just pass it on to her, or, you know, clients on to her, and vice versa. And that one-two combo really allows us to help people get unstuck from the identities that they have surrounding food, fitness, themselves, relationships, being parents, so on and so forth. Because in the end, what we find is that, most of the time when people are coming to us, it's just what's boiling at the top. And we're trying to turn off the burner. Because if we turn off the burner, then there is no more. Well, I just don't have time, or I'm super busy, or, you know, this doesn't work or that doesn't work. No, it's just we have the we have a poor identity of ours.
Pualena 03:01
Absolutely. It's such a brilliant combination because I think a lot of people. I mean, if I'm thinking about times where I would want to reach out for support, it's generally not when you're feeling super awesome. It's usually when you're feeling like garbage. And we assume that there's this issue that's making us feel bad, or we don't know what the issue is, but we're calling on help to like, dig into our trauma when maybe there is that, but there's also like, I'm not sleeping well, my nutrition is making my body feel terrible, which is adding to these challenges. And as I listen to the way that you guide people, both it's like, it's very holistic. And when I say that, I feel like that word sort of triggers this kind of, I don't even like the word woo-woo because I love it all. But you know, there's that like very intangible space that people relate within a holistic sense. For you guys, I feel like you just have this entire human experience that you address. It's so good.
Joel 04:13
Aw man, I can't wait to tell Emily. How much compliments we just got. I received all of those compliments 100% Pua, thank you.
Pualena 04:22
Oh, my gosh, you're both awesome. Definitely. Everybody. Go check out the Proclivity podcast. Is it the Proclivity podcast?
Joel 04:30
Yup, nailed it.
Pualena 04:33
Excellent.
Joel 04:34
That's a great question. So I graduated from the University of Nevada. I live in Reno, Nevada, and I graduated in 2009 with a speech communications degree and a minor in community health science. At the time, I was like, What am I going to do with that? And now here I am, you know, however many years later, like oh, that's exactly what I'm doing. Communications and yeah, health.
Pualena 04:58
Right? I was going to say you are communicating and helping us be healthy.
Joel 05:04
Yeah, funnily, nailed it 2009 Joel, well done. And so at right around that time, too, I got into CrossFit. And really, at a pivotal time in my life where I was gonna, like graduated college, what am I going to do here? It allowed me an outlet. It's something to focus on. Because I was really in like, a dark space at that time, I was in a relationship that really wasn't working. And I graduated, didn't really know what I wanted to do. And so it gave me a direction. And I fell in love with CrossFit and became a trainer and a coach and then started a business a Vence company called Human Performance Project. And we put on CrossFit competitions we bought, at the time $35,000 worth of mobile rogue equipment. So, we had an entire rig that we could set up in a parking lot. And we had all the barbells and all the weights and all the rings and all the things pull-up bars that you needed. And we would run competitions, and we ended up running one of the largest CrossFit competitions here in Reno, Nevada in terms of payout at $32,000. At that time, it was one of the largest payouts. And with integrating myself into that space, I ended up rubbing elbows with two brothers who are looking to open up a really large CrossFit affiliate here in Reno and they wanted me to come on as their general manager. And I came out in as their general manager, and we grew the first location, and then they want to open a second location. So then, went and grew that, and did that from basically 2014 to 2020 was really ingrained in nutrition, and that health and fitness. Yet, there was something that was still missing. Because I would see so many people, I mean, 1000s and 1000s of people, I think by the time I left, I had done over 4001 on-one introductions. So like, I'm meeting up with you, and we're talking about your health and that duh, duh, duh, duh, duh. So, all those reps really got me the ability to know people and know their problems and their pain points. And I realized, like, it's not nutrition, it's not fitness, it's not even lifestyle, is that these people have such poor, like, identities with themselves. Like they don't see themselves as the hero, they don't even see themselves as a good person. And so, they were using fitness as a way to try to work through that identity. But then when they didn't show up to a class because he had to miss class or whatever the case is, they fell back to the same identity. And then they felt terrible about themselves. And so, it was then when the pandemic came, that I went, you know, it's time for me to separate here and I'm gonna go start my own business. And that's when I broke off and started my own business, focusing on lifestyle and mindset. And I started working with different coaches and invested, you know, somewhere around the range of north of $40,000, and business coaches and lifestyle coaches. That's what brought me to where I'm at now, which is running Proclivity and helping people to identify poor identities, poor behaviors, and tell them to break free from their past when it comes to the stories that they have.
Pualena 08:44
That is beautiful. I feel like there's so much to unpack here in terms of, you know, like, just, we're such complex beings. And there are so many parts of us that we can support and sort of create optimal health around. And we're not going to find that all in one place. And that's what I think people are looking for. In, you know, this fitness class that I'm trying out or joining a CrossFit affiliate, and we feel there's that like adrenaline rush of like, I finally found my people, this is gonna fix me, and then you miss a class. And then you miss two classes, and then you miss two weeks. Right?
Joel 09:27
Yeah, well, and you know, what we say is that the imposter starts coming in. And so the imposter, some people might call it your shadow. And the reason they call it your shadow is because you're always going to have a shadow. And some people try to run away from their shadow. And so they're just constantly moving. But that's shadow is always going to be with you. So, when we actually started recognizing like, oh, wait a second, I can accept my shadow or I can accept this imposter. I don't have to listen to it. Yet, I can recognize that it's here. And the problem is that we tend not to accept all parts of who we are. We tend to want to, if you put a line in the middle, we tend to want to only accept all the parts on the right side. And that's, I started the business and I lost all the weight. And, you know, I'm a great mom and I got a second degree, third degree or whatever, look at all the things I do. But on the left side, are all those times that we stumbled, the times that we didn't get to the finish line, the times that we did gain weight, the times that we said that really bad thing, the time that we really felt poor about that decision. And if we try to run away from those, and we don't actually accept those pieces and parts of us, then we can't fully accept ourselves, we're only accepting this part. So, then we continue to chase the carrot. I need to keep stacking because if I stop, I'm gonna look back and see this part of me that I don't like. So, I have to keep stacking the odds, in favour of me doing great. And this is why so many people topple over when the business project doesn't work, when they don't get the promotion, when the investment doesn't come through. Because now they put all their chips in being able to stack on this right side. And it just ended up stacking more on the left. And that they don't accept that side. And they don't know how to accept that side. This becomes a big turmoil in their life. And this is where we'll see physical manifestations of inflammation, you know, heart disease, indigestion, all these things that might pop up, and people were like, but I'm eating healthy, and I'm doing these things. But you're in full turmoil with yourself. So, quite interesting.
Pualena 12:04
Very. And I think it's so, it's probably magnified with social media and all of the comparisons that we're seeing. Really interesting, though, I had a conversation the other day about vulnerability for leaders, and how if you are in a position where you know that people are looking up to you, whether you're a business coach, or a thought leader, or a content creator even, and people are mimicking what you're doing or following your guidance, when you share that, you know, I didn't start out this way, I released 450 videos before one went viral, or I even would appreciate if someone said, you know, I grew up in a very wealthy family, and my father invested in my business. And so I got a leg up. And I know that that's not the case for most people, you know, if those kinds of stories if we normalize that, I'm wondering if this misalignment or this imbalance that we feel inside could start to shift and we realize that okay, people do struggle and struggles okay, and I can relate and identify with that as much as I can identify with my successes.
Joel 13:23
So true. Yet, we'd have to be vulnerable.
Pualena 13:27
But who asked you?
Joel 13:29
Of all, you know, yeah,
Pualena 13:32
It's hard, it really is.
Joel 13:33
Vulnerability is one of the most powerful emotions that we have, it's the most most connective emotion, if you've ever been vulnerable with somebody, and it was fully received, how safe and how incredible does that feel? It's like one of those like, whoa, like, I'm totally connected with you now. Ya know it's that late night for, you know, guys and girls to, you know, half a bottle down a wine or whiskey, and you're going like, Man, I'm gonna be vulnerable, I'm gonna open up because all the walls are broken down. And then we say the thing, you know, that we're struggling with, but we need a half a bottle of wine or whiskey to be able to get to the point of being able to open up. Being able to do that in the workspace, in your relationship, to be able to show and I don't necessarily agree with when people say weakness, because when we classify something as weak, saying, I have too much on my plate. And I'm not being able to be as mobile, as I know I can be that and I was calling that weakness, right? I'm just feeling weak. Whoa, no, you just aren't as mobile because there's so much on your plate. And so why don't we call it what it is? Hey, I have so much on my plate. I'm not being able to be mobile. And so, therefore, I'm feeling stuck. And so what I'm asking is I need help to be able to remove some of this from my plate, so I can be more mobile so that I actually can get more things done, that need to be accomplished. Yet, we first have to come and say, I need help. And help is the most courageous word that we have, and can use. And when we start classifying help as courageous, instead of weak, things can start changing.
Pualena 15:24
Beautiful. Is that a space that you intentionally curate, for your team to, you know, come to you and say, I didn't do this thing? I'm feeling stuck, you know? And is there? What guidance do you have for people who may be in leadership positions or just like stepping into? There are a lot of solo entrepreneurs who are on the cusp of bringing on a team who may never have led people before, and they're just looking for ways to do it right? Or ways to sort of course correct.
Joel 15:58
Totally, such a great question. And we normalize the sentence, I need help. Or can I get help in our business? And our response is, I got you. As simple as that. I need help. I got you. You don't have to explain it. You don't, no, I got you. And if I can't get you, right, because I have too much or that would press too much onto my load is I got you, let me get you in touch with whoever it needs, whatever situation. And we got this. Cool. I went from I need help, to I got you, to we got this. I recognize I need help. I tell you that I'm right there with you. And then we end with, we got this. So, now we've solidified with we’re a team. And then it, I come as the leader, as the CEO. And I say to somebody, I need your help, regardless of who it is, the smallest to the highest. And say I need help. And so Hey, will you do this? That's a big difference. Because I'm saying to you no matter how high up I am, how low you may be in the totem pole. I'm asking for help. And when we do that, we normalize receiving it.
Pualena 17:28
Oh, that's so good. And I feel like it comes across in a more genuine way than you know, we, we try to use language like could you do this? Would you mind doing this? Consider this. And even that I feel it, you know, well intended as it may be, sometimes can come across a little bit antagonistic, or, you know, condescending, this is very vulnerable. Hey, I'm unable to handle this. And I would love to be able to lean on you. That's how that feels. And it's beautiful.
Joel 18:00
Absolutely, absolutely. Yeah, we, I work with a lot of teams in being able to be careful with that language, because the language really does matter. And one of the things that we, the first thing that we work on teams with when we do like a corporate wellness program, is getting everybody on the same language. And so what we were referring to is known as soft talk or soft language. And so soft language is the use of softening words, to create ambiguity or uncertainty about a certain topic or choice or decision. And we hear it all the time, particularly for my corporate folks out there. When you get an email or you send an email that says, Hey, Dan, I'm just checking up on that project, wanted to see where we might be at? Just in might, two soft words. Hey, Dan, I'm checking up on that project. Where are we at? Took out might, took out just. Which one is more firm? The second one. So, now what we do is instead of dancing around, what some people may look at it and go, Wow, that's I mean, that's really forward. You know, what are they going to think? What you're actually doing is you're doing a favor to them, because you're giving them the power of choice. Hey, Dan, where are we at with that project? Dan now has the ability to say we're at this point. Great, roger that, now I know we're at. When we're saying just and might and kinda and we probably need to get that done within maybe the next month. That person is uncertain because you haven't given them a direction by eliminating soft words, we are able to be firm, when we're firm with our talk, it gives them a choice. Because if we stand in the middle of the road, for too long, sooner or later, we get run over by a car. And this is what happens with so many people at work. They're just standing the wall, I don't know, and I'm kind of waiting on it, I'll just wait until they respond to me, and then wham, they get ran over. And then who do they blame? They blame the car. Where I'm sitting there going, like, what were you doing in the middle of the road, you know, get on one side or the other. And by being able to say, this is what I need, or I need help, we're now giving power to the other person to make the decision. We're actually disempowering the person when we speak in a soft language that is ambiguous and uncertain.
Pualena 20:53
Awesome. I'm thinking of like, a million different ways that I could implement this right now. And the one thing that's coming to my mind is feedback. Because I feel like you'd have a lot of good suggestions about feedback. And this is always something that's kind of top of mind for me, because it is so much a part of what we do, right we are, we do design work. And so we're often giving each other feedback, gathering feedback from clients, providing feedback to clients. And it's always a little bit of a dance, because feedback for things like design, for things like content, you know. If our clients give us content, and we're like, oh, God, like, that is not going to work on this page. But maybe they spent a lot of time writing it. People are very attached to what they create. And I myself, like if somebody's like, I hate this page, like, Oh, my God, should I just quit this job, go find work somewhere, like, so, it's a dance on both ends. I'm curious what your thoughts are on providing feedback and also receiving feedback.
Joel 22:06
So, I would say the base is, and this is for any leaders out there, or anybody that you're, you know, whether you have a large corporation, or you have a small business, but anybody in between, we first have to understand the definition of communication. When we're talking about feedback, before feed, whatever, we have to understand first and foremost, communication. So, the definition of communication is a shared meaning between the sender and the receiver. So, if I'm talking, I'm the sender. If you're listening, you're the receiver, we need to create shared meaning. Now, here's the example I'm gonna give you and if you guys are listening on the podcast, you can't see I'm holding up a white water bottle. And if I said to Pua, hey, this is an orange water bottle. What would you say?
Pualena 22:57
I disagree. It's white.
Joel 23:00
Oh, okay. Now we could get stuck on the colour. Or I could say it's definitely white. I have no idea what you're talking about. Or it's definitely orange. I have no idea what you're talking about. Pua is this a water bottle?
Pualena 23:15
Yes.
Joel 23:16
What's the reason? Or what's the main focus of a water bottle?
Pualena 23:23
To hold water.
Joel 23:24
I agree. I agree. So now if I'm with Pua, and I say, Hey, will you hand me my water bottle? And I'm thinking it's orange. And she knows it's white. We've created shared meaning that's a water bottle. And the main focus of that water bottle is to hold water, where I want to be hydrated. So, now I've created shared meaning. And I can let go, that it's orange or white. I can move past it. But so many people get stuck on the small things. No, that's orange. No, it's white. No, it's orange. Instead of getting past it and going, okay? We don't, aren't agreeing there. That's okay, what is the main outcome or purpose of this then and being able to get to the same point. And then when we do feel like we're getting to the same shared meaning, to be able to ask this and this is very good for relationships as well guys. So bonus points, is being able to ask, what did you hear me say? Or if I'm the receiver, Pua, what I heard you say is that this bottle is meant to hold water and can help hydrate me. Is that correct?
Pualena 24:48
Yes.
Joel 24:49
Shared meaning. Now we're at a shared meaning. So when we're talking about feedback, the very first thing that we want to do is make sure that we have shared meaning before we proceed forward. Because I've worked with this with people who invest in houses and people who run businesses, that when they do ask for help, they don't ask for specific help. Hey, will you paint the walls? Hey, will you paint? Will you help me out and paint the walls with three coats of painting, and make sure that the trim at the bottom is brown? And do two coats there? And allow it to sit and wait and rest for two hours before adding the third coat? Does that, do you understand that? Yes. Okay. What I heard you say is… Now we're all on the same page, we've created shared meaning. Ah, but too often, we want to dance around with soft talk. Well, you think you could paint the room? Do you think you could paint the room? Am I asking for help? Or am I just thinking about help? No, ask for help. Straightforward. And then when I get feedback, or I see something, that's when again, we remove soft talk. And again, soft talk, you guys, I think, maybe, probably, sorta, could, should, kinda, these words that we throw around all the time, just, sorry. How often do we say sorry, for what? My business partner in the beginning would say sorry, if I kicked her in the back of the foot.
Pualena 26:28
She sounds like me.
26:31
We don't say sorry, here. We apologize, in our business. Right? Hey, I want to apologize for the way that I acted, because. Because connects you to what you're saying. Because I can say, hey, I apologize for being a jerk. Hey, I apologize for acting like a jerk, because I cherish our partnership or friendship. And I want to make sure that you know that I fully respect you. That's a big difference. And we just added in the because to it. So, I know you asked about feedback. But communication is so much larger than that. And it's being able to be very clear, what side of the street am I on? Do you hear me? I heard you say, that is correct. Do we have shared meaning? We do. Awesome. Let's proceed forward then, together.
Pualena 27:27
Great advice for life period. It works great for feedback in the workplace, and also for relationships of all kinds. What really, I was thinking a lot about, as you were speaking like, this really sounds like when people say, I hired a VA, or I'm outsourcing my social media. And I asked them to do this and they did it wrong, or it's not what I expected. Oftentimes, we expect people to read our minds, especially and like, okay, like I told you about my business. I told you what I do, I told you about my clients, why can't you create social media that looks the way I want it to look? And there's no shared definition of what everyone's talking about, and the VA is probably thinking they're nailing it, and they're doing their best, right? It's this. It's kind of a really destructive cycle that I hear about a lot. Because I think, we as business owners who do all the things don't understand necessarily the goal of what we're being, what we're asking others to do. Why are you having people create social media posts for you? Oh, it's for just to keep a presence and consistency. Why? Oh, I don't know I'm supposed to, right? There's a lot there. Anyway, that's the example that was coming to my mind. But um.
Joel 28:59
That's dead on. And what happens is and you had a perfect example, and this is what I asked people, I say, what's the outcome of producing 20, you know, clips every single month, what's the outcome? Oh, to get more, you know, social engagement. Is that the outcome? No, what's the outcome? Oh, the outcome is to close on five clients a month. Okay. So the outcome is to be actually able to close on five clients. How are we going to do that with 20 posts? What are you getting from those posts? Oh, well, if I can get five people engaged, are you going to close five people? Do you need 25? Or do you need 50? When we start really needling down and going, what is my true outcome of this? Or I want to have a conversation with my spouse. I'm going to talk to her about– What's the outcome? Or are you just emotional? And you need to figure out what's going on within you. Because if you feel like you just have the right to spew your emotions in work or in personal life, this is a you issue, not anyone else. And you need to step back. Because you're getting upset because you hired a VA, and you give him 25 minutes and expect to know everything about your business. Because you haven't created the space. Because you keep folding to everyone else. When somebody asks for your time, you just constantly give it to him. This is not a VA problem. This is a you problem. Create the space by being able to say no. Yes and no are a complete sentence. You need to say nothing else. But we tend to want to say yes or no. Because we have an insecurity. We don't want to feel left out. Right? There was a there was a trauma when I was a kid, I don't value myself worth enough. I feel like I need to do more. And so we're constantly on the go. Welcome to entrepreneurship in America.
Pualena 31:14
Yeah, you said something in a podcast that sort of made me stop. And I was like, you know, you're very, you're generally I think, from the now probably an hour and 15 minutes that we've known each other. Positive, very level-headed, you when we first met you were like, it's the best day ever. Like, I like this guy. And you said something in this podcast, you said, I love telling people that they're not special. This feels a little bit like that. Tell us about that.
Joel 31:52
Yes, Yes. You know, I love using that because it catches people's attention really quick. And we need sometimes those slaps across the face for us to be like, Whoa, there needs to be a change. And I use that sentence of you're not special. When it comes to time in the day. You're not special, you don't get another hour, no matter who you are. If you're Jeff Bezos, and you're the richest man in the world, or you're homeless on the street, everyone gets 24 hours. How are you spending those 24 hours is the most vital thing you can do every single day. And when I tell people I live the best day ever, every single day is because I know that clock is ticking, that I have 24 hours or less to be able to squeeze everything out of this day. Because I know I'm not guaranteed that tomorrow will be here. So what am I doing today, to make this day the best day that I can? Because guess what, y'all, the clock is ticking on all of us. And this isn't a doomsday. It's a wake-up call that you are losing days and weeks, and months and years faster than you can imagine. So, how do you want to spend that? How do you want to be able to put your effort into each day. And I'll tell you what, I want to be able to smile at the end of the day. I want to be able to feel complete at the end of the day. And sometimes what that means is I'm not going to finish the project. And that's just fine. And I will answer with firm talk the next day to whoever it may be. I didn't finish that. And this is when I will and I don't have to explain myself, I don't have to say my kids this or you know my work this or, and that takes time to be able to get yourself to a place or space where you can believe in yourself to be able to make those complete sentences.
Pualena 34:02
Yeah, and practice probably, right?
Joel 34:04
Repetition is the mother of all skill. Gotta put the reps in, trust the reps.
Pualena 34:13
I love it, amazing. I am like, I just, I can't get enough of you and I know that might sound weird and creepy and
Joel 34:21
It’s fully received.
Pualena 34:22
It is what it is. I would love I have just, you know what I'm going to rephrase that I have a question for you.
Joel 34:30
Please do.
Pualena 34:31
How did you come up with the name Proclivity?
Joel 34:38
So, that's another great question. I've had multiple different businesses. And if anybody knows anything about CrossFit, it when you're applying for like an affiliate name, it's most likely taken. You're like, Oh, no way somebody's got it. Because you can apply for an LLC in the state of Nevada. And there can be a Proclivity in Nevada and a Proclivity in Tennessee. Like there could be a Proclivity in Hawaii, that's fine. There's no big deal. But as an affiliate, there only can be one. And so when we were looking at names when we were starting the CrossFit affiliate, it was like note taking, note taking, note taking. And then when I was looking to open up in my own affiliate, it was note taking, note taking, note taking. And what I ended up doing is, I ended up going online, and I started off with putting in the definition of a word. I can't even remember how I got to Proclivity because it was so many different words down the line. But think about like you type in courageous, and then you look for the synonyms. And then you click on that one. And then of that word, you look at the synonym of that those and that word, you look at the synonyms of those. And what it was is I believe I was looking at like In Lifted that that's one of the coaching programs I've gone through and I'm looking at In Lift is really cool, you know, like In Lifted, lifted spirits and lifted thinking. And I believe that's what pulled me to proclivity. And when I got to proclivity, and the definition of proclivity, I was like, yeah, absolutely, right, to have a proclivity of health or proclivity of nutrition, to have a tendency or upward movement of something, right, so that I have a tendency to do something. And so with our language, I have a proclivity to positive language, I have a proclivity to positive living, positive health. So, it just landed and there was only one other proclivity in the country. And of course, they had the website www.proclivity.com. So, we dot-coded, we just dropped off the M, and it was cooler anyways.
Pualena 36:56
Totally as a fellow dot co-er. I see you.
Joel 37:02
Fellow dot co-er, yes. I love it. It's true.
Pualena 37:04
I love, yeah. And that the process of naming is much less glamorous and magical than people think it will be. Typically, we are actually I take that back. It's totally magical. It does take a little bit of time. We're, I'm in the process of naming a project right now. And we're doing these like deep brainstorming sessions. Same thing, right? We like drop a bunch of names on a list. How do we want people to feel? What are the outcome buckets that we're looking at? We want people to read the name and know exactly what it is. Do you want it to be abstract? Do you want to make up a word? Like, there's so much that comes into it? And then there's the domain, right? Does somebody else have it? Does the domain, is the domain available? And I think there's this fantasy that names will come to you in a dream. And I don't doubt that that happens. I just, as like, being someone in the process of it. It feels like a, it comes to you in ways that you don't expect. Much like when you sort of manifest things into your life. They come to you in ways that you aren't, you're praying for it to come in this way. And it shows up a year and a half later in this way. And you're like, oh, that's what that was?
Joel 38:29
Yes. Yes, absolutely. It's, you know, just like in so many things in life, we can force things instead of allow things. Allow it to come. And that doesn't mean that you're lazy with it, it doesn't mean that you know, you're sitting on a rock and it's just going to smack you like a butterfly in the face. It's being able to go, Hmm, I'm going to stay curious through this process. Because all too often in business and in life. We tend to get into conflict way too quick. That name is not available. Gosh, dang, it, see, oh my gosh, you know, I'm never going to be able to find a business name that works in this. You know, this is how it's starting right now. How's it going to end? And maybe I shouldn't be a business owner and whoa. Why don't we do this go, Oh, Hmm. Interesting. That name is taken. Alright, that makes sense. Now, we are still allowing ourselves to stay open, stay open to the solution. Because if we freak out naturally as humans, we have the fight or flight response. Right? The sympathetic and parasympathetic is part of our nervous system. And what most people don't realize is it is driving majority of your decisions. And you're just pointing into your like your reality. But really, if we start understanding when the sympathetic, the fight or flight is on, we are not going to find a solution, dang near anytime. That's when the horse blinders come on. And we get tunnel vision. We've heard the saying, like you can't see the forest through the tree. That's what happens when we get really freaked out about something, we only see the threat that's right in front of us. You know, we've ever been in like a high intense situation, we only remember seeing exactly what's in front of me. When they're like, Yeah, you didn't see the dinosaur crossing the street, right? No, I only saw that kid like, walking towards the pool and I knew I had to save them. That's the only thing we see. Because that's what is meant for our body to do is quick, bring us in. So, as business owners, if we can stay curious, by using a simple technique that sounds like this. Hmm. That is a cue to your brain to go, look around. Hmm. Interesting. When you see most people, the wise people, even movies or whatever else, you'll see him just kind of lean back and go. Hmm. Okay. And the other person's like, what do you mean? Okay, what are you talking about?
Pualena 41:20
That can be so intimidating. When you're like talking to someone they're like, huh, you're like, what does that mean?
Joel 41:25
Exactly? If you're an upregulated state, you're gonna be like, was does that mean? Zazoop That's what I was telling you about my girls. Today on my team just climbing the tree. They were climbing the tree, they got stuck on something, they just got zoop, zoop, zoop, zoop, zoop. And they didn't see. All they saw was a threat right in front. When you come in as a leader, and you're already downregulated, you go, it’s right there. And they go, Oh, my gosh, how did you do that? There was nothing special, right? You were just in a parasympathetic or rest state where the brain is open. And it's not right in front of your eyes. And so when you–
Pualena 42:09
I feel like I might need to talk to you every single day.
Joel 42:14
Yeah, come to join the team.
Pualena 42:16
You are just so downregulated as that you're like a neutral state, or you work hard to make sure that that is a thing that you have a muscle that you created for yourself. And I do feel like that I tend to lean towards a little bit of a higher frequency of I don't know what the word is.
Joel 42:37
Up there. You climb the ladder.
Pualena 42:40
Yeah. Like what does that mean? This is what it must mean. If it means that then there's this and this and this and this and this and the whole story is created in my head. And then I have to restart when I learned what the real story is.
Joel 42:52
Oh my gosh, you would love hanging out with the Proclivity girls. That's exactly what happens. That's exactly what happens. And usually when it gets to that point, Pua, I go. Okay, let's get up. Let's go take a walk. Because we need to shake it off or let's get up and we do this quite often. We go play Frisbee out in the parking lot. And what it does is it shakes us off. Because sometimes what we need and I was talking to my business partner, Emily about this, is she was getting really stuck on a client who was getting really upregulated. And when somebody gets really upregulated on call because there's some fear that's coming in. What we need to do, is we need to help them down-regulate, and we can do that but with talking slow, maybe asking them to start breathing a little bit. Or I can take them to right field. They’re in left field, I can take them right field and I go did you see the Barbie movie? And immediately they're gonna go? Well, we were talking about deep trauma and you're talking about the Barbie movie. Yeah, did you see the Barbie movie? You haven't? Or you did? What do you think about it? What it does, it takes us completely out of the situation and brings us into a new thought pattern. So, it's a cognitive reappraisal or cognitive shift. And sometimes as leaders, what we need to do is recognize that everybody is way up in their chest and super tunnel vision. And we go, alright, everybody get up. And everyone's gonna be like, woah we're in this heated conversation. Everybody get up. We're going for a walk. Actually, leave your shoes here. Everybody take your shoes off. And I want you to be bare feet. And everybody's like, what is happening? But it's there already left that intense conversation because they're like wait we’re barefoot walking through the office now. Yep, come on. Let's go. And what people will do is that are now too, they went from left field right field. Now their brain is going, Wait, what's happening here, and they've left that behind. So, then you could walk them around the office, bring them back, have them jump up a couple times, reset that central nervous system, and then go cool. Let's sit down. And now people can get back to business, right? We're open to it.
Pualena 45:18
I love that. It's for people who relate as sort of perfectionist, or, you know, having to finish the project. Or the longer I sit at my desk, the more my business will succeed. I've had that thought, right, like, you're sitting here, and you're like, opening and closing emails, and you're like, I'm doing stuff right now. And so, therefore, I will make money soon. This like, weird thing that we do to ourselves. And there's a very, what is it called? Gosh, I'm totally blanking on the phrase. Anyway. If we can intentionally trick almost like trick ourselves, right? We set an alarm, we set calendar notifications, go for a walk, get up, you've been sitting here for too long. I love the thing on the Apple Watch where it's like, you haven't stood up for 15 minutes, time to walk around, you know, and it's breaking those patterns that we've created for ourselves in those sort of stories that we tell ourselves that we believe to be true, even though there's no evidence that me sitting here for eight hours straight without a break means that I will be more successful. It's, we do so many funny things in our heads. But I love that just sort of changing your state and shaking it up and understanding that getting up and walking around for 10 minutes will improve your productivity not to take away from it.
Joel 46:58
That's right.
Pualena 47:00
Yeah, I will think of the word probably in a week and a half.
Joel 47:03
Yes. Well. One of the things that I do, and I do this personally, and I do this in business, one, I talk to Siri all the time, all the time. Okay. And it's one of the most productive tools that I can give to any business person. One, and I'll give you and we’ll talk in terms of time management because that is important. The 50-10 rule, and you've already nailed it all say to Siri, Hey, Siri, set a timer for 50 minutes. And Siri will say, starting now. And there she is. Right there. And what that does, to the brain, it goes, Oh, it's time to work. So for 50 minutes, no distractions work, at 10 minutes. Now there's a finish line. There's already a 50-minute timer. Okay? No, we're gonna just can't cancel you up. And so what it does is it really helps us to zone in, and I do it at home when it's time, like, I gotta clean the house. Okay, I'm gonna set a timer for 50 minutes. And then I'm just gonna go, I'm gonna clean my bathroom, I'm gonna do this. And I'm just gonna wait until the timer tells me, Okay, that's it. And then when it's in, I'm able to go, Alright, cool. If I need to tidy up, the last thing I'm finishing, cool. I'll tidy up the last thing I'm finishing, but then I'll be done. And being able to utilize that as a tool, I have found to be so essential. Some people use sand timers, and so on and so forth. But I always know that I'm gonna have Siri with me. And so being able to utilize that piece, and that tool has been lights out for me, in terms of productivity.
Pualena 48:55
I love it. It's kind of like a Pomodoro the kind of thing, like a giant work tabada.
Joel 49:01
Exactly. And as a cross fitter. That makes total sense to me. Maybe it doesn't to other people, but it does for me.
Pualena 49:14
So the the phrase I was looking for or I guess the law is Parkinson's Law where like, if you have a fixed like a task and you give it a fixed amount of time, I'm going to give this task eight hours of my whole day. It'll probably take me eight hours with a lot of distraction. If I give it 50 minutes. Maybe I'll get a chunk of it done, but you know, you'll probably be a little more productive. Anyway. Just wanted to pat myself on the back for googling that and find out before we jump off.
Joel 49:42
I love it, I love it. Good old Google.
Pualena 49:46
Oh, good old Google almost as good as Siri.
Joel 49:50
But not
Pualena 49:53
Oh, amazing. I truly could talk to you forever. And I'm super grateful that you were that you agreed to spend this time with me today. And just for the work that you do in the world, you are an incredible human, your energy is something I think we all need a little bit of. And if anybody's listening to this, and they're like, please don't hang up yet. There's more, Joel, go to the Proclivity podcast and just enjoy this grounded, very, like approachable, kind, and yet direct and intentional energy that you bring to the world. I really appreciate it. It is a breath of fresh air for someone like me, who just tends to be a little high-strung. And it's been an absolute pleasure working with you and chatting with you. And I hope this is just the beginning.
Joel 50:48
It is just the beginning and Pua I really appreciate you bringing me on your podcast, and yeah, I'm here anytime you need me to just pull down that balloon. That's known as Pua ground you there for a little bit, just let me know.
Pualena 51:04
Oh, thank you. How can people find you? How can they learn more about what you do and all that?
Joel 51:11
You guys if you're interested in learning more about Proclivity, of course, you can go to our social on Instagram, it's proclivity.co you can go to our website www.proclivity.co or you can email us at joel@proclivity.co or email Emily, who's the nutrition brains of it at emily@proclivity.co.
Pualena 51:35
Excellent. Thank you so much again. I appreciate you. I'll talk to you soon.
Joel 51:39
Thank you. Talk to you soon.
In this episode, Pua engages in a conversation with Jessica Lamarre, a mother and the founder of a female empowerment business. Jessica shares her personal journey from electrical engineering to her current role of guiding women toward self-discovery and empowerment. She talks about the struggle of feeling unfulfilled despite outward success and her journey of reconnecting with her true self. This episode is your time to be introspective and give yourself space to absorb the discussion and insights.
Jessica emphasizes the importance of embracing emotions, especially those that might hold us back. She discusses how healing involves addressing different aspects of ourselves and transforming our inner relationships. The conversation explores topics such as finding one's purpose, navigating fear and judgment, the role of meditation in healing, and understanding the relationship between action and inspiration. Jessica provides insight into her course creation process and encourages listeners to trust divine timing in their own journeys.
About Jessica Lamarre
Jessica Lamarre is a mother of three and the founder of a female empowerment business. She transitioned from a career as an electrical engineer to becoming a healer and empowerment coach. Her journey of personal transformation and rediscovering her purpose led her to create courses and resources that help women connect with their true selves and embrace their desires. Jessica's work focuses on healing, self-awareness, and empowerment.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Jessica LaMarre:
Transcript:
Jessica 0:00
When we have feelings, it's for a reason, it's sad. Or it, you know, there's outrage within us, there's hurt within us. And if the true goal is to love all of ourselves, then we must allow all of ourselves to be present. And even love the sadness, and the hurt and the pain.
Pualena 0:30
Amazing. Well, welcome to the podcast. I am so thrilled and so excited to have Jessica Lamar from Love Personal Growth here on the podcast today. Welcome. And thank you so much for being here.
Jessica 0:45
Thank you, Pua, so much for having me. It's an honour to be here. I'm excited to inspire some people, feel some joy to take some action.
Pualena 0:54
Love it. It's so I, if anybody is listening and not watching, I mean, the video is not available anywhere, as of today. So, you probably are all listening. I just need you to know like Jessica has the most infectious smile I've ever seen. Like, I just you just can't help but feel really good. And we just met but I'm like, Yeah, we're gonna be besties. Oh, my gosh. Well, thank you, again for being here. And I would love for you to share with our audience, just introduce yourself. And you know, how did you get into the work that you do? What was your journey like? I know that's a loaded question. But feel free to take it in whatever direction you'd like.
Jessica 1:38
Yes. So now, I'm a mother of three. And I run a female empowerment business. And I do courses and live and digital. But really, it's all about reconnecting women back to the divine essence of who they are and uncovering what they want. How did I get there? Quite a long journey, but I woke up. It was over time, right? But one day, it just became too much. I didn't know who I was. I didn't know what I wanted. I didn't know how to get what I wanted, even if I did. And so but I created a beautiful, wonderful life for myself. I was an electrical engineer, I spent 15 years in technology. You know, I had multiple homes still and the cars. I had all the things that I was taught to want, all of the things that from the outside in looks so amazing, like great Instagram pics posts, but from the inside out, felt such a deep void. Who am I? What am I hear for? What am I truly called to do? Well, I had a really cool career and in technology, and it just I knew that wasn't the reason that I was placed here. And so I started the journey back to myself, I went through a very difficult this like, just difficult time in my life and 2017-2018 in which I was pregnant, and we didn't know if the baby would make it. And it was just so hard to be in a space in which you're holding a child that you don't know will live, to giving birth to a pure miracle. And saying this is just show me what you want me to do. And I'll do it. I'm ready to transform, and then spending the time to do my own healing work so that I can show up and do support other women and their healing work.
Pualena 3:35
Oh my gosh, that's beautiful. And thank you for being here and doing what you do and bringing your story to light and to life. I think a lot of people who are going through challenges and sort of feeling that emptiness sort of suffer in silence thinking like maybe this is a phase. Everything is exactly what I've wanted. Why do I feel this way? And I'd love to hear you know, do you have anything to share with someone who may not even realize they're feeling that way until they hear this podcast?
Jessica 4:12
Yes. It's so funny that you say that because I was talking to a couple people on my team today. And they said the women don't even realize that they need you. So, we need to make sure that we're sharing the message that they can hear. And there's a quote by Albert Einstein that says you can't solve the problem with the same brain you used to create it. So, you can't solve this problem on the same level of thinking, right? You have to shift your thinking and shift your perspective. You can know right now, that life isn't exactly what you want. But being on that frequency, if you will, that vibration isn't going to get you to where you want to go. In order to get you to where you want to go. First of all, you have to realize what you don't want and that's a great place to start. Like, what don't you want? I didn't want to feel such resentment to my partner. Like, I felt such resentment. I didn't want to snap at my kids. I didn't want to work in a career that just didn't feel fulfilling. I didn't want to not know what I liked, and what I had wanted. I wanted time for myself. I wanted to know who I was, I wanted to know what my purpose was, I wanted to know what my passions were, I wanted to travel, I wanted all of these things. But at the time, I was just so focused on what I didn't want. And that's a beautiful place to start. So, start there.
Pualena 5:37
Oh, I love that. You, it's when you describe sort of that energy of, you know, how do we make the shift? How do we create that awareness? It's almost like when you proofread your own stuff, you're like, it's perfect. And someone else reads it, and they're like, are you serious? So, I love and to me, like, your approach already feels just very gentle. And I think a lot of times, if we start to feel this way, we start to really get down on ourselves like, Well, come on, like, why don't you understand what you want and what you don't want, it's you, like, the only person that can make that decision is you. And I love that really gentle approach. Like it's okay to not know, the awareness is the first step. And then we can move through what the rest of that looks like. And another question that came to mind as you were speaking, a lot of guidance out there, coaches, like self-help, a lot of that is around like finding your purpose and connecting your purpose to your passion and doing what you love. And I talk to a lot of people, you know, I'm in the course creation space. And there's sort of two schools of thought, right? There are people who have this passion or this, you know, they have a realm of expertise, that they want to turn into a course and teach other people and create a legacy. And then there's these other people who love the idea of creating legacy and sharing knowledge, but they aren't quite sure what that should be or what that is for them. And so there's a lot of pressure around like, What is my purpose? How do I know? How do I find that? I don't think I'm living it right now. Do you have any guidance or support for people who might just be trying to figure that part out?
Jessica 7:31
Absolutely. So, first, what I'll say is that place can be pretty lonely. And I just want to honour how you're feeling there. Because you can feel like something is missing from you. So, just honoring that it feels like something's missing. And then taking a shift in perspective, to say, it's showing me what I truly desire. And so when we're in that space, and here's what I've discovered, I've done 1000s of hours of healing and holistic education, and I'm learning and I'm getting ready to start my master's in women's spirituality. I'm so invested and passionate about what I do. Is that once we start doing healing work, and when I say healing work, I mean, honoring where we are, getting, you know, looking at the cycles in our life, the patterns in our life that just don't like even the pattern. I don't know what my purpose is, I don't want my passion is, well, then how does that make me feel that makes me feel alone, that makes me feel like I don't know what I'm doing that makes me feel behind in life. Well, let's look into that cycle. So, that's the healing that I'm talking about. And then, I mean, I go really, really deep, but that let's just stay there. And so being in that cycle, once we let go of that, once we heal that, what happens is more space inside of us opens. And our gifts intuitively come to the surface, our passions intuitively come to the surface, and here's why. So, that part that is so focused on what she doesn't have that passion or that purpose or that lack, she is so focused on that and she's working to control it and perfect it. And that's where the energy is going into controlling and perfectionism. And most likely people pleasing. She wants to please others. Where when we release that it opens her up to a creativity that she's never experienced before. And one of the best ways to do this is just write it down. What is my cycle when I start to think about this? When I think well, I don't know my purpose. I don't know my passion, and everybody else seems to know it and I feel so behind. Okay, well I want you to write it, draw a circle. And then I want you to write I don't know my passion, then write how does this make me feel? Write that down. What happens when I feel this way? What are my behaviours, and then just keep going around in the circle and watch how it's manifesting in your life? Awareness is the first step to healing.
Pualena 10:16
That is so beautiful. Again, very gentle, very approachable. And it's, I think, giving somebody a starting place can be so powerful, because a lot of times you're like, Googling, how do I find my purpose? How do I find it, right? It's like, we're not looking at, we're not looking within, we're looking at everything around us, which just leads to that sort of like cycle of overwhelm. So, I love this approach so much, and it's very, it just feels like you're almost like setting up a date with yourself. Like, I'm gonna pour my favourite drink, I'm going to sit down, and I'm just going to reflect. I'm going to draw this circle and just see what happens. You know, it's just, I think that even that, in and of itself can shift our energy, it did for me as you were talking about it. So, take it or leave it, but that's hopefully something.
Jessica 11:09
Love it. Love it.
Pualena 11:11
Amazing. Yeah. And I love your approach to healing as well. And I think that is sort of a buzzword these days, where people are like, healing, do I need that? I feel like I need that, I need to heal. Do I reach out to a healer? Like, what is the first step of that actual healing process? And do we ever come to a place where we don't need healing anymore? Or where it's not beneficial? Or is it kind of like, you know, you can get to a place of maintenance healing, like, what is that journey in that process for you?
Jessica 11:46
Yeah, I'm getting emotional as you ask that question. So, I'll take you just a little bit on my journey to give you insight. So, I'm a high achiever, okay? And so the women that come to me are typically high achievers. So, we've taken and I'll classify trauma in the same way that because that can be a trigger word, how Nicole LePera says it, it's when we truly can't be ourselves. Like when we can't fully be ourselves. So, we've all experienced that, where we can't be ourselves, we can't show up as ourselves. So, we take that, and then we turn that into achievement. And so I thrived on achievement. That's, that's how I lived. And then when I started my healing journey, I did the same thing. So, I did every single week, I was doing different types of healing. Then I went in and I did like eight, then I got qualified and certified in angel energy healing and Reiki master and all these different healing modalities, right? Like I just took it to the extreme, because that was the achiever in me. But then once I realized that we have this whole lifetime to heal, we don't have to rush. There is no need to rush. Everything happens in divine timing. I was able to slow down. And, and that's what I would say to those who say, Yeah, I know, healing is a buzzword, and I maybe, I don't know where to begin, but I know I need healing. Okay, beautiful, just start within, start within yourself. It doesn't have to be hard, and we don't have to make it bigger than it is. And I know meditation is really hard for some people, believe me, I know, I've been there. And it's I'm looking at the clock. And I'm like, what it feels like four hours has been two minutes. Are you joking? Um, but I create meditations. And once we allow the parts of us and let them come, like the one that's overwhelmed the one that wants to talk about everything, and the one that wants to get a point across and the observer who's also hearing everything, and we acknowledge them. And we say, Hey, I see you, I hear you, I'm gonna let you talk for a few minutes. And then I just want I like it just a couple minutes of, not quiet time. Because, you know, it's kind of unrealistic, but some time just for peace within me. That's a beautiful way to start a relationship with yourself. Because it's all healing really is, is healing the relationship with ourselves.
Pualena 14:16
That is so beautiful. And I am wondering, so when you talk about people feeling like it's difficult to meditate or, you know, we sort of bury ourselves in our achievements. It almost sounds like allowing ourselves the quiet space for our thoughts and our feelings to sort of come into our body is a place that we're very uncomfortable. And so how can we just keep ourselves as busy as possible and you know, achievements are things that are meant to be recognized externally. So, if people are looking at our achievements they're distracted, and not paying attention to the parts of us that we may feel vulnerable about, or the parts that we feel might be broken. And that is kind of a scary place for a lot of people to be. And so I love that you offer the support that you do because it can be scary, it can be lonely. There, it can, there's a lot of uncertainty. And so to have resources like you and what you've created and have available to people, it's really beautiful. And I would say, you know, if somebody's like, Oh my God, that's me. They're describing me. Like, yeah, do you have meditations that are available? Or how can people dip their toe in the water of this process? If they're feeling like, Okay, I don't know. I think I might need this, but I'm not sure.
Jessica 15:50
Absolutely. So, you can go to lovepersonalgrowth.com or @ lovepersonalgrowth on Instagram. And it's in my bio, free meditations. They're free. Go to my website, www.love personalgrowth.com, go to work with me, free meditations. They are free.
Pualena 16:07
Beautiful. Thank you. That is that's really, really generous. And I hope that people take you up on that. I promised we’re not wrapping up, usually, that's the question we asked at the end. But I just wanted to throw that in there. We can talk about it again at the end. But yeah, I love that. And I'm curious. If someone's listening to this, and they're like, I actually feel pretty good. I don't feel broken. I don't feel like I need to be fixed. I don't feel like I need healing. But perhaps I may not be rising to my full potential or there might be something that I'm not aware is missing. Is that a space that you serve? And what are your thoughts around that?
Jessica 16:49
That's the space that I serve the most. Yes, that's the space that I serve the most. So, I support the women who support women. I, if you are out there, and you're feeling like, gosh, I know that I was meant to step in my into my power to speak my truth, to share what I know, to share this knowledge. But I have an irrational fear. Like it doesn't, I don't know exactly where it comes from. I don't know where it's rising from. That's the work that I do. So, that can show up in a couple of ways. And I just want to give some examples. So, that you know, that can show up in self-sabotage. That can, so, let's say, Okay, well, I'm going to post this, I promise, I'm going to post this and then you don't post it, or I'm going to get this out there. And then you don't get it out there. This is how it shows up. This is how it shows up so that you can see it. So you can physically see what's happening. It will also show up in ways in your relationships. So, relationships are a direct mirror for us. So, let's say that you have a partner and you don't feel supported. And you're like, well, they just don't support me. I work a lot with women on that as well. Because really, it's just a mirror, am I supporting myself? Am I giving myself what I need? So, those are just a couple of ways in business and in home. And then in the relationship with yourself, what can sometimes happen is that you don't give yourself what you need. So, you push and you push and you push and you're giving to everyone else. But then when it comes to you, you're either not getting enough adequate rest or not getting enough time to yourself. And I'm not talking about just like self-care, I'm talking about truly loving yourself. And being there for yourself. Self-care is important. And also so is loving yourself and having compassion.
Pualena 18:52
Oh my gosh. You guys can see me as you're speaking I was like, Oh my God, that's me. It’s so and like, even there's a lot of judgment, self-judgment that comes through, right, like, how could I let myself do that? Or I don't want to admit to anybody that there are ways that I like, don't follow through with what I'm going to say or let things slide or, you know, take care of others before myself. It feels like when we are in a position of authority, we don't want to show that vulnerable underbelly of like, wait, I'm not perfect, but people can't know that. Do you find that that's true for you and sort of how you show up to your audience?
Jessica 19:41
Yeah, absolutely. So, I did not come from a place of feeling. I spent 15 years in technology where I could not share how I felt. And now when I share how I feel or if I have a difficult time and I need to share about that can be very, very difficult for me. Also, something else that is very difficult for me is sharing some of the knowledge and the wisdom that I have, because of the patriarchal beliefs that have been instilled within me. And honouring that there's parts of me that are scared. And so I want to address this, because sometimes we can, like you talked about that judgment, there are times when we do need to slow down. And we need to uncover where is this coming from? Is this coming from a place that this part of me is not ready to share? Because if it is, then I need to understand that part of me and help it feel better. So, that we work together. Because when we don't, that's when the sabotage comes. So, if we can get them on the same page, you can imagine, I don't know if you've ever seen the movie Inside Out, where it has like little parts, or if you've seen the movie Frozen two where she goes into Ahtohallan at the end, and she's, there's this like, river full of memories, and she sees all the memories. And she sees herself as a small child, and then she sees the snow that's like inside of us. And that monster that she created, if you will, and those other parts of her that she created, those are like inside of us. And if we don't honour them, then they're gonna slow us down. And they're not doing it maliciously. They're not bad. They're just scared. And so it's when we go inside and say, Okay, I keep not posting this, and I know that I want to, I'm not going to judge myself, I'm going to understand myself.
Pualena 21:45
Wow, that is, again, just a beautiful awareness around some of these sort of signs that we can be gentle with ourselves, we can work through this, it doesn't have to be these traits, or these habits that we've created, because we are having these experiences. Sometimes feel like they define us, right? Like, I'm just a procrastinator. I'm just someone who doesn't follow through. And I don't think that that has to be true. It's just, as you said, awareness is key. And then we move forward from there. So, beautiful. I love it.
Jessica 22:24
I love your questions, by the way, they're amazing.
Pualena 22:30
Oh, it's just sort of, I don't know, they just come to me I wish I had left. But I don't. Yeah, I would love to talk a little bit about courses. And just from a framework of, you know, as somebody who is a service provider, you are, you know, a healer, a guide, a coach, whatever that language is for you or for anybody else. That is a space that we feel very connected to and drawn to. And I'm sure you know, you wake up every day feeling pulled to continue to serve. And I'm so curious what your journey has been in, you know, creating your course. Like what came first, your services or your course? And how did you decide to translate what you do into a course? And what is that customer experience like for you?
Jessica 23:28
Yes. So, I did healing sessions first, intuitive guidance sessions first, to understand really what the main struggles were. And even prior to that, actually, I took my own journey. And I think that that's the most powerful thing we can do, is take our own journey of transformation, of liberation, of independence, freedom, whatever you want to call it, and channel that into the work that we do. And then we take what we know, what worked for us, and we share it with others. And then we can take that and put that into a course. So, I have a few digital courses. However, currently in the process of creating a course that lights me up, just like light me, up I'm so excited. This is like the perfect timing to be on this call because that is what it was, you know, it took me, I'm a very vulnerable transparent person. So, it took me a while to create this course. This course specifically that I'm recording right now, has been in the works since October of last year. And I had to allow the messages to flow through. I had to write, I had to journal, I had to experience what was possible and then bring it forth. I had to, and then I also had to use what I knew, and the healing sessions that I do and the intuitive guidance sessions that I do. And then once I had that foundation, I said, Okay, now I'm ready to share this, and teach and give this insight to women who are ready to receive it. And here's what I want to share. Not everybody is ready to receive our message. And that's not personal at all. That's not personal at all. It is just some people are not ready to receive what we have. And that's okay, we are not for everyone.
Pualena 25:41
Oh, let us just dive into this. Because what you're what I'm hearing from you is hopefully relieving to so many people. A lot of the clients that we work with, well, I would say half and half, half of them have a course already, they just want redesigned or, you know, we're just sort of revamping, you know, painting the house, if you will. The other half they are in the course creation process. And they may either be looking for accountability or guidance or, you know, they've sort of been like hitting their head against the wall saying, like, why can't I get this course done? What is what's wrong with me? This is something that I want to teach, but I just can't seem to either write the outline or finish the recordings, or, you know, what is it. And so they reach out, because perhaps we just need a nudge, or somebody to hold our hand and guide us along. And what I'm hearing from you, which is so beautiful, is that it's a process that must unfold. And when we don't allow it to, and we don't allow the messages to come through. I would like, so I had this conversation the other day, and I'm trying to figure out how to like, properly explain this in the context of our conversation. We were talking about the difference between somebody who is like, inspired to create an impact and a legacy and a transformation and results, versus somebody who has heard that the course creation space is like a really big deal right now. And they just are like, what could I teach? What kind of course could I sell? And I don't think that you're a bad person if you're if you think that, right? Like if you're inspired to create a course because you know that this is a space, that could be a great place to share your knowledge. Like that's great. But without the inspiration, without that connection to the person that you're serving, and the transformation that you're providing, something will feel off. And what I hear from you is that the journey that you allowed yourself to go through, is going to make sure that the course feels complete and that that transformation feels heartfelt and intentional. And so then I feel like that's gonna give people a little bit of like an excuse of like, well, I'm just gonna let the messages come through, and I don't need to finish it. All right, okay, I hear you. What, what do we do about that? Right? Like, is that just your way of continuing to not take action? Or are we really giving space to those messages?
Jessica 28:31
Yeah. So, what I would invite people to do as they're listening or being with their course, is where do you feel it in your body? So, when you talked about the those who are inspired, I felt that in my heart. You feel it in the heart, you know that it's coming through, you know that there's something greater that's working through you, you know, it, you, there's no doubt. Those who know that digital courses are helpful, and they can serve a lot of people. I feel that in my sacral, so down in the womb space, right? Because it's creation, that's where creation happens. So, are you filling it there? And when you talked about sharing the message and allowing it to come through you and am I just going to wait for the message or am I going to hold, I feel that in my throat. And so if it stuck in your throat, and you're not getting it out, that's your indicator. If you could feel it in your heart, and you know that it's coming through you, you know that there's a message that is coming through, and maybe you just start with the first little bits that you have, and you put it into a Canva presentation, and it may not all be there because that's exactly what I did. And in December I had like his entire presentation like I have no idea what to do with this presentation, but I'm just going to hold it until I'm ready. And then more and more and more came through. But I knew in my heart that there was something greater. I wasn't just trying to create to create a course, I didn't even know what that would be used for. But I knew in my heart that it would be used. And then once I started to feel like, Oh, this is really coming through, I'm ready to get this out there. It was time. So, that's the distinction. It's tapping into our bodies, to allow our bodies to inform us if are we stuck. Are we procrastinating because we're scared? Or are we waiting and listening and allowing the messages to flow through us?
Pualena 30:51
Thank you for giving us a strategy of how to listen to our intuition. That is, you know, people say it all the time. What is your intuition telling you? What is your gut check? And like, I don't know, I don't know how to listen to that. Like, what is it? It's telling me something, but I don't know what that is. But when you feel it in certain parts of your body, and I love Oh, my gosh, I love that you created a positive distinction around both of those schools of thought, because they are both positive and beneficial. And the intention can be good. And this stuckness is something that I feel often. And it's almost as if like, is the, I'm talking pointing to my throat, by the way, I realize, again, people are listening. Is that the feeling in your throat can kind of feel a little bit fear based? Is that?
Jessica 31:51
Absolutely. It can be terrifying to speak your truth and to share what you know. Absolutely terrifying. Because, I mean, there are many reasons for it, some of which we won't get into here. But when we speak or when we've spoken as young children or even now, there's a great fear of judgment. Will they like what I say? Will it resonate with them? Will they learn from it, so all of these things, but when we come from that heart space, and we know that no matter who hears it, they will feel it on some level of their being. You know, that is where like just moves through. And the throat is able to just speak it out and share it knowing that it will find the right people. It will. There's no doubt about it because it was inspired to come through us.
Pualena 32:52
You are I've had chicken skin or goosebumps, chicken skin, I think is like Hawaii's way of saying that it. Have you heard that before chicken skin?
Jessica 32:57
Yes, I have my sister in law lives in Maui.
Pualena 33:03
Is she okay? There's a lot going on there right now.
Jessica 33:06
Yeah, that was terrifying. She was volunteering yesterday when my daughter called her, she's praying for all of the people in Maui right now. Especially Lahaina.
Pualena 33:15
Horrible, horrible situation. Yeah, we'll just give a moment of space for that. But they’re okay?
Jessica 33:24
Yeah, she is yeah. She is on the other side of the island.
Pualena 33:30
I'm sure I believe this comes out in a week or two. So, hopefully, by that point, things will have been a lot more settled. But right now holy moly. I almost I was very distracted by it before we jumped on. And I really had to just like take a few breaths. And this is actually the perfect podcast for us to be recording today because you are very keyed into energy and how we can sort of allow energy to move through our body to create positive impact. And somebody once told me and so we are referring to there were wildfires that tore through the town of Lahaina on Tuesday, and there is just destruction and death. And it's the recovery efforts are underway. And so it just it the vibe has been very heavy. And somebody once told me, you know, you can feel sad when things happen, you know, you can think about animals being abused and fires and all of these things. And your sadness is part of the vibration and the energy that goes out into the world. Where if we can uplift that energy and provide, you know, it's happening, regardless of what our energy is. And so if we can shift into a space of hope and inspiration and support and love that can both help ourselves to sort of become a little bit more hopeful. And also, you know, energy is powerful. And so I always think about that. And I think about, you know, how am I showing up in times like this, and I think you really bring that to light in a way that like, obviously, I'm tripping over my words, I don't know how to talk about this. This is your realm. Any thoughts? I know, it's not course-related or business-related. But any thoughts around that as somebody who does this in their everyday life?
Jessica 35:28
Yeah. So, first of all, I’ll say that was beautiful. And second of all, I'll say, yes, let's give into the uplifting energy after we feel our true feeling. We don't want to gaslight ourselves. We wouldn't say to someone else, so don't be sad. Just be happy. Send them love. Right? When we have feelings, it's for a reason, it's sad. Or it, you know, there's outrage within us, there's hurt within us. And if the true goal is to love all of ourselves, then we must allow all of ourselves to be present. And even love the sadness, and the hurt and the pain.
Pualena 36:19
You are probably my favourite person. I just love every word that comes out of your mouth. And I just thank you. I love, love, love that. And I almost want to take that little snippet and share it today. I mean. Yeah, it's, that's beautiful. And I think you're right, there's a lot of like, you know, be happy, be positive. That's how you're supposed to live. And there are parts of us that, you know, we are balanced. And we have to honour that. So juicy. I am Okay, where were we? We were talking about courses? And I did have a question. And I can't remember what that was, Oh, okay. So, there's a lot of like when we talk to our clients who are in the process of creating courses, where there were no courses before, there was only, you know, personal coach, like one on one coaching, or maybe small group coaching or in-person events. And, you know, COVID really brought this course space to light, very widely. And even before that, we all knew that course, like online courses was a way for us to essentially serve an unlimited audience where we ourselves would have energetic limits. So, super beautiful. And yet, there's a lot that comes up with people where they're like, I can serve people better. You know, if I talk to them, or this isn't, it's not going to be enough? Or how do I know that they're going to take the course? How do I know that the transformation is going to happen? And that can often stop people from wanting to create courses or put them out there. And what are your just sort of thoughts around that space? And how have you navigated being able to provide your service via this sort of asynchronous experience?
Jessica 38:28
A couple of thoughts come to mind there, you're gonna have to go with me into the mystical for this answer. But there is no time and space, right? In all actuality, gravity creates time here. And so we are with them. And while we can help multiple people, if you have a course, and it's not getting a lot of use, since there is technically no time or space, wherever they are there watching you and it is impacting your energy. So, you must open your energy up to a wider, vaster space, if you will, or network to hold the space for all of the people who want to watch your course. So, I'll say that. You are there with them, whether it is live or recorded. You're there with them. Okay, so that was getting into the mystical. Into well, I don't know what will happen with their transformation that comes into control and letting go of control. That is not easy. I will tell you. It's not easy, but that comes down to trust. Trusting that what you are putting out there will make the impact that is necessary and needed at that time.
Pualena 39:54
This is, I'm just going to give this episode to every single person that comes through the door. It's beautiful. And I that it's very difficult to let go of control. I think as an entrepreneur, as a female, as someone who perhaps is a high achiever, or, you know, there's a part of us as course creators and service providers and healers. And, you know, we feel a sense of responsibility that if we're going to put ourselves out there, that we are responsible for taking people to where they need to go. They're giving us their money, they're giving us their energy, their time, we need to ensure that we are honouring that. And I will say, just by putting the course out there, you are honouring that. And I love again, that sort of approach of like, people will hear the message when they're ready, and not everybody's ready. And so if somebody buys your course, and they don't make it through Module One, it doesn't mean your course was terrible, it means that they just weren't ready, right?
Jessica 41:02
Absolutely, yes. Yes, you do what lights you up, you do what feels good, and you share the messages that feel good within you. And whoever is ready to hear that will hear it.
Pualena 41:17
Beautiful. It's, I feel like I'm just gonna put that like somewhere up here, so that anytime we record a podcast, we get to relieve that pressure of, you know, how am I going to get this to the people that need it, the people that need it will hear it.
Jessica 41:33
Yeah, and that's a very, that's the prime difference between masculine and feminine energy, right? Masculine energy is very much about going out and getting, right? They’re the hunters, where the females, they attract what they need, right? But it will come to us. And so when we allow that when we allow, this is going to be, but when we allow ourselves to be taken care of when we allow ourselves to receive love, when we allow that to come to us. It changes.
Pualena 42:04
I'd imagine, and let me know if this is true for you and your experience that when we work through these sort of inner feelings and inner workings and we go through these healing processes for ourselves as humans and in our personal life, we then start to reflect those attractions and the abundance may start to flourish. Also, in our business, even though inside we like to keep those things very separate.
Jessica 42:37
Absolutely, yes.
Pualena 42:40
That was a hard yes, people.
Jessica 42:42
Hard yes.
Pualena 42:44
Oh, I love it. And it feels very, sometimes we can feel like we have to force things, you know, like, I have to write my weekly email newsletter, I have to build my list, I have to post every day, I have to do all these things. And if I do that consistently, for long enough, all these other challenges will start to go away. Right? I will eventually grow my list, I will eventually bring leads into the pipeline, I will, if I do this thing that I'm supposed to do, even though I don't want to do it, then the results will come. And that feels like a really, I don't know, it feels like a very exhausting place to come from. And it's not sustainable. And so when we are inspired when we allow ourselves to feel these things, I would say, you know, not only will the stuff that we feel like we should be doing may start to feel easier and more joyful. But we may not feel like we have to do them all in that way at all. Right?
Jessica 43:48
Yeah, that energy feels very unsupported. I have to do this. I have to do it all. And I would just ask, well, what's your intention? What is your intention?
Pualena 44:03
And I'd like to make a distinction because I, in the past have sort of been in this place of like, okay, I believe in attraction methodology. I'm just gonna let it happen. I'm just gonna let ‘em come. But the difference was, I didn't, there was nothing for people to do, to see and do and by. I was like, people will come, right? I have a website, they'll come. I have this, they'll show up. And so there is a little bit of like, for me personally, I really had to understand that attraction and action are partners. And action and inspiration are partners and so letting this sort of become a more holistic view was really the catalyst for me, I was like okay, inspired action. That phrase means something very different to me now. And the attraction then followed and the abundance then followed. So, just you know if anyone's out there being like, Well, okay, here we go. Come to me.
Jessica 45:11
Yeah, let me be very clear about that. You can manifest and you can mantra all day long. But until you do that work, you're gonna wonder why your vision isn't coming to life. So yes, I would give.
Pualena 45:27
Totally I have notebooks where I'm like, I have, I've $10,000 a month, I have $10,000 A month I've done you know, I was like, this stuff is supposed to work. So, let's do it. Like, how are you gonna have $10,000 a month when you have nothing for people to buy?
Jessica 45:44
Yeah, and not just that, how did it make you feel to write that? I mean, didn't make you feel more abundant. It made you feel more lack? I didn't spend, I'm gonna just gonna share this because there may be some people here who listen to the manifestation, which is beautiful. And also know that if you've ever heard of the book, The Secret by or the movie, after Rhonda wrote The Secret, she was depressed. And then she wrote the book called The Greatest Secret. And that's about honouring and accepting and loving all of you. So, just know that if you're in that manifestation period, and you're really trying to bring forth what you want, what if you're blocking what's really meant for you?
Pualena 46:35
Wow, I almost just want to, like, let people simmer on that. It's really, I mean, and I love that you've taken us into this space. Because again, I think the space of letting yourself feel and think and be quiet a little bit with yourself can be very scary. And so, you know, anybody listening to this, who's feeling both inspired and scared? Join the club, I am right there with you. And you've really, really touched on a lot of things that are inspiring me to sort of do things a bit differently and just honour, you know, where we're at and honour the way that we're feeling. Honour, that change can be okay. That what worked for us in the past may not work for us anymore, and that's okay. And you know, just moving with it gently and gracefully and with support. And you, oh my gosh, you support people and women in so many ways. And I would love for you to share and we shared a little bit earlier but if you wanted to recap that or add anything in, how can people learn more about what you do? How can they connect with you and find support with you?
Jessica 48:01
Yeah, absolutely. So, I wrote a book, my first book called Reclaim Your self and it's really the healing journey, it's the process, I share my story, I share the healing journey and then I give my engineering brain gets a three-step process to help you discover yourself. My engineering brain’s like okay great, love the story and make the process. So, I invite you it's Reclaim Your and then space Self by Jessica Lamarre, L A M A R R E on Amazon. So, you could pick that up. You can go to my website, download those free meditations, check out the courses available. It's truly an honour just to share this space with you, Pua. I'm so grateful. I'm grateful that we were able to honour those in Maui. And hopefully walking away people just feel a little bit more compassionate to themselves. They feel inspired to create what comes from their heart and to take action to bring forth what they're called to in the world.
Pualena 48:59
Beautiful. Thank you so much for sharing today, for the work that you do in the world. We will link to all of your resources in the show notes. And I look forward to staying in touch with you because you are such a light and I'm just so grateful.
Jessica 49:13
Thank you.
In this episode, Pua and Annie engage in an eye-opening discussion on personal finance and money mindset. Annie, once skeptical of the finance world, is now a thriving money coach helping clients overcome financial stress. She emphasizes the significance of intentionality and mindset in managing money and dispels the myth that financial coaching simply involves cutting expenses. Instead, she advocates for purposeful spending, saving, and investing.
The conversation delves into actionable steps for financial improvement, including crafting intentional money plans, reframing thoughts about money, and celebrating financial successes. Annie introduces her coaching approach based on confidentiality, vulnerability, and honesty, creating a safe space for discussing financial challenges. She also shares valuable resources that are helpful for all stages of financial development.
Annie also offers insights into pricing services and the importance of valuing expertise while catering to different pricing levels. The episode concludes with the idea of confidently embracing rejection as a stepping stone toward financial growth. Overall, the episode illuminates the balance between mindset and money, providing actionable strategies for cultivating healthier financial relationships and working toward financial freedom.
About Annie Jay Wizinowich
Annie is the Founder and Head Money Coach at Annie Jay Coaching. In 2016, she started money coaching—the coolest job on the planet. Annie’s mission is to help others realize that money doesn’t have to be an intimidating part of life. Money doesn't have to be an intimidating part of life. Despite nobody ever teaching us about debt, saving, and investing, it turns out it's possible to feel financially stable, even if you don't have a master's in Economics. Discovering this led Annie to her passion for helping others ditch money stress so they can live their best life. When she’s not with clients, you’ll most likely find her biking (only the downhills) around Hawaii, eating chocolate-covered almonds in a treehouse, or accidentally burning her husband's toast (every morning around 7:03 am).
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Annie Jay Wizinowich | Annie Jay Coaching:
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Transcript:
Annie 0:00
Money is a tool. It doesn't have to do with our self-worth. It doesn't have to do with our like personal value. It's a tool. It's a number. It's like data. It's amoral. There's no similar to a brick. You can use a brick to build a house or break someone's windows, right and like, rob their car. So money is a tool.
Pualena 0:28
Yay. We are live. From Jay, you are a rockstar. Thank you so much for being here today. Welcome to the Course Creators Academy podcast.
Annie 0:38
Does anyone ever say anything other than it's great to be here today? And I'm so excited. Every podcast–
Pualena 0:49
You know that's exactly what I would say. But now that you say that I'm like, determined to find something different.
Annie 0:53
Why didn't I come up with something more creative? But okay, it's great to be here. Thanks for having me. There's what's expected to be said.
Pualena 1:02
I love it. By the end, you'll be like, I got it. Yeah. Let's let's pop this in. And we can we can edit it. Amazing. Well, thank you for being here I am. I always say this too. And so you know, we’re creatures of habit. I am so excited. I'm so I start every podcast like that. And I'm sure people are like, okay, it's like, written in your script. It's not, I'm always excited. And I'm always like, so stoked for the conversations that we're gonna have. So, today is no different. I'm thrilled and super excited for all the juicy stuff we're gonna dive into today.
Annie 1:38
Yes, let's do it. Money. Yeah, it's a sexy topic that is never talked about. So, this is great.
Pualena 1:46
Totally. I love it. And it's something that I think the more we talk about, the more sexy it becomes. And the less sort of like, icky and scary and like taboo, so let's do it. Amazing. Well, feel free to share a little bit about who you are, what your business is, and how you got to this place of getting to talk about money for your job.
Annie 2:10
Oh, yes. Money. It's so funny. I think, like a few years ago if someone would have told me that I would be in the finance world. I don't think I would have laughed, I think I would have like seriously been offended. Like, I'm not some nerd that's just gonna look at Excel sheets all day. Like, I'm not an accountant. I don't want to be a banker. Like, I'm not a boring person. Okay, there's much more to life than money and numbers, I would never do finance–
Pualena 2:36
No offence speakers.
Annie 2:38
And here I am. And I absolutely love personal finance, way more than I thought I would. But it didn't always start that way. So money was extremely stressful. Growing up, my parents would argue about money. I remember they're just like, no matter how much we saved, there was never any money for anything. And I like, it clicked one day when I realized that money is the thing holding us back from living, like the life that we dream of. And then out of high school, I realized, this isn't just my family struggling financially, like all these people that I thought were doing really well because they have nice houses, nice cars, all the fancy clothing. It turns out, they're extremely financially stressed because they have no plan. So, that's when I first got into personal finance. And it started as just like one on one coaching with people creating like personalized spending plans and improving their money mindset, talking to their spouse about money. And since then, it's kind of morphed into, like, all things personal finance and life-related. So, people are always saying like, why didn't we learn this in school? I wish they taught us this in college. Okay, let's get it on the college campuses. Let's go. Your employees keep asking for pay raises, like let's help them make the most of it. So, doing workshops for companies. So, all things personal finance, and just I love helping people create a world where money isn't the thing holding them back.
Pualena 4:09
Beautiful. I love this so much. And it's a topic near and dear to my heart. Because I've, as entrepreneurs, money means something a little different than it means to somebody who gets a paycheck regularly. So, like the idea of money mindset becomes that much more powerful and almost like vital to being able to run a business that provides for you in all the other ways of life. So, I'm really, really looking forward to this. And I would love to just dive in right away and just ask like, what are some sort of, not red flags, but like when you talk to people about money mindset or about the struggles that they've had with money, or even their goals? What are some things mister adages that you share with them right off the bat? And what are some things that you would advise people maybe to avoid when it comes to how we perceive or think about money?
Annie 5:11
Oh, yeah, there are so many patterns, it's kind of fascinating. So, people often think that when they meet with a money coach, like, we're gonna sit down, and I'm going to tell them never eat out, move to a smaller house, move to a cheaper part of town, like, cancel your phone line, I don't know. They think I'm just gonna come in and tell them like stop spending money. And that is not it at all. I'm naturally a spender. And there's a way that you can do it. There's a way that you can spend money, like be a free-spirited individual, enjoy spontaneous like adventures, and save for your future and be investing. So, one of my favourite things is to just help people spend intentionally. So, put you spend money on what's important to you, I'm gonna spend money on what's important to me. I won't judge you, you don't judge me, okay? You can go and spend–
Pualena 8:10
I love that.
Annie 8:11
–like hundreds of dollars on dogs sweaters, and I'm gonna go spend hundreds of dollars on like skydiving or something dumb. And there's no judgment in that because it lines up with like, our values, what's important to us. So, I think people always think like, I ran into one of my clients at Starbucks the other day, and she was like, expecting me to shun her for going to Starbucks, because people are always like, if you spend $8 a day at Starbucks, like if you took that money and invested it, you know, like stop eating, or stop drinking Starbucks, do better things with your money. And I was like, I'm at Starbucks. Also, like, $8 isn't gonna make you go bankrupt. Like, enjoy your Starbucks, enjoy your manicures. Enjoy the fancy things that you enjoy, and do it intentionally.
Pualena 6:59
That's beautiful. There's so much judgment around how we spend our money and our resources. And I always think like, why is there so much more? Why are we so much more critical about where we spend our money than where we spend our time? Even though we can make more money, we can't make more time, but that is so much more, like frivolously wasted. So, just a shower thoughts for today.
Annie 7:26
Yeah, it is so true. Right. And it's also kind of interesting, like I see incomes, like on both ends of the spectrum. I've worked with people that make like $2,000 a month and people that make $20,000 a month. And both of them are financially stressed like so. Oftentimes, it's not an income issue, it's more of like an intentionality issue. And where the hell is my money going issue? So yeah, it's interesting to see those patterns.
Pualena 7:59
Yeah, and what, I guess you've shared a little bit about this already. But let's dive into more of like, what the source of that stress is. And you did mention sort of intentionality and planning, and sort of what that might look like, as somebody who has experienced your coaching. Don't give us all your secrets. But I'd love to have, you know, just some quick tips for our audience.
Annie 8:23
Yes, certainly. So, one of the questions I always ask people is like, what do you want to leave this session with? And it's almost always like, clarity. Like, I want to know, how am I doing? What do I do next? They're really looking for like a step-by-step money plan. So, the first step with that is create a vision, like, what are we even working towards? What is your goal? What do you want your life to look like one year from now? Everything else factors, like that decision, is a factor for all the other decisions. So, our first step is always like, what do you want your life to look like from one year from now? Do you want to be travelling more, you want to be home with your kids more, you want to be quitting your job and leaving that toxic environment? After we have that the other places or the other steps can fall into place. So, after you have a vision, we work on a practical money step of saving $1,000, which it seems like so like basic, yet more than like 50% of us don't have it. Most people don't have that tiny little cushion in their checking or savings account. And that's just a little cushion between like us and reality. The $1,000 is obviously not like a full emergency fund, but it's a starter it'll get you there. It's a, yeah, it's a starter to get us on to the next steps. So, after you have a little starter emergency fund, and you know what you're even working towards what your goal is, then it's time to focus on the debt. And debt is a really interesting topic. There's like some financial gurus that are like, avoid debt like if you have any debt like live on rice and beans and don't travel and just like get rid of your debt. And it is totally a personal opinion. Personal Finance is personal. So, what we often do with clients is we'll make a debt payoff plan, which can often be extremely eye-opening to people, they've never seen all their debts in one place. They've never figured out their interest rates and like the 1000s of dollars, it's costing them an interest. After we lay it all out there, we run some different scenarios as to which debt makes sense to pay off first. Usually, it's something like the credit cards, but sometimes there's an emotional piece to it. So like, if someone has a personal loan that has their divorce fees on it, or like lawyer fees from a lawsuit, or someone lost a loved one, and it has like funeral expenses on it, those types of things. We take those emotional things into consideration, too. So, that's where I think like in the finance world, some people get caught up in like the numbers. But also like we're humans, it's behavioural things too, it's emotional. So there's more than one way to pay off debt. After we figure out debt payoff plan. That's where we like start to build up the emergency fund, and then we can start getting you invested. And then we start funding, what I call like our YOLO goals, like what are those crazy things in life that you want to be doing, you want to like, go spend two months in Europe, you want to pet a penguin in Antarctica, like let's start saving for those crazy goals. That seemed really unrealistic a year ago. So, after we get people to the place where they now have an emergency fund, they got a clear plan to pay off their debt, they are investing for their retirement, they're saving for their YOLO goals, then money became becomes even more fun and they can start living a life of generosity. So, they're pretty much-building wealth at this point. And now they get to just like, go to local coffee shops, or do like one latte and then just sneak the waitress like $100 tip and run out the door like that's when money gets so fun. People have like, no clue what they're missing out on when they're in those first few steps. Like you think getting a manicure is fun. Wait till you like surprise, someone who's struggling with a huge tip, or like an Uber driver. And it like is the highlight of their year, it's the highlight of your month. It's just one of the coolest experiences. That's a quick overview of like, a money journey for people.
Pualena 12:35
Oh my gosh, you're like my new favourite person. There's so much there. Like, first of all, thank you for laying this all out. Because there are parts of people's money journeys that feel very exciting. And, you know, one day I'll get there. And then there's the parts of like, the debt payoff that I love that you so beautifully identified that not all debt is equal. And not all sources of debt are equal, just because on paper, it makes more sense to pay off, like a high-interest credit card. But never once have I ever considered that there are strings attached to all of our debts. And some of those strings are much more emotionally charged. And every time we see that debt, we're reminded of that feeling. And it's, I don't think any debt really like feels like super awesome. But some probably could like take us into a spiral, you know, and that's so genius. I've never heard that before. And you don't really get that advice unless you work with a coach who is there to support your human experience. Right?
Annie 13:46
Yeah. Yeah, yeah, I think the emotional side of money like personal finance, like it has so little to do with numbers. It's kind of ridiculous. So, much of it is behavioural and emotional. And if it was as easy as just like spending less money than we make, like, then everyone would be wealthy. And like, obviously, there's more to it because so many of Americans are like struggling to pay rent right now. And like, a dozen of eggs is expensive. Yeah, people I think often overlook the emotional side of it. Yeah. Leading with that–
Pualena 14:20
It’s kind of like fitness. Right? Like, calories in, calories out. Makes sense to everybody. But there's a reason why the fitness industry is so massive, right?
Annie 14:30
Yeah, yeah, they have so many parallels. The fitness and finance worlds are so similar and it comes down to a lot of habits. Like, let's build some good health habits. And let's build some good like financer like wealth, habits, wealth and health habits. There you go.
Pualena 14:46
Yeah, I love it. I want to go back to a couple things that you said before, but while we're on the subject, what are some really solid, daily or regular habits that people can create around their money?
Annie 15:00
Yeah, having an intentional money plan. So, that typically looks like a spending plan. Some people call it a budget, I tend to avoid the word budget because it has like that like diet sort of vibe to it. It's like a negative connotation. But an intentional spending plan just gives you the freedom to spend money on the things that are important to you. So, I'll give you an example. Like my husband and I combined our finances and he likes surfing. He has like seven surfboards. And I'm like, why would you ever want another surfboard, but in our spending plan, we set aside money, like a couple $100 a month for Winton to spend whatever he wants to spend it on. A couple $100 for me to spend whatever I want to spend my money on. I'll go and like have dinner with friends or do little inner Island trips those and he will save his money up and then buy $1,000 surfboard. But the beautiful thing about it is that there's like no judgment, no shame, because that's his money. That's my money to spend guilt-free. So, practical money tip, spend money intentionally in the form of a budget or a spending plan. And while you do that, plan for some fun things, plan for the things that are important to your values, and then also plan for things to not go as planned, build in a buffer to whatever plan you're making, whether it's an investing plan, a debt payoff plan, a spending plan, build in a buffer, because we all know, life doesn't go as planned. Yeah, that's probably the number one. The number one habit and just being aware of your current money habits is a really good step in the right direction.
Pualena 16:36
Yeah. And what, do you have any like tools or tips on how people can start to create that awareness? Like, if we're paralleling this to fitness, right? It's like writing down what you eat or logging your workouts? Is there something similar that you recommend?
Annie 16:50
Yeah, I think it really, just like everything else, it's comes down to personal preference. But there are some really cool money apps, some are a little more nerdy, where they might tell you things like your net worth, which is always a good thing to know. You can hook up all your bank accounts, and it like puts all your money in a clearer picture. And it's like $10 to $20 per month. So, some good options for that would be Mint, Mint money, M I N T. And another one is called YNAB, that's an app, you can just download on your phone. And it stands for “You Need a Budget”. So YNAB, they make it fun. It's like entertaining, and very simple, user-friendly, meant for people that aren't really like, number nerds and don't want to spend all day in an Excel sheet. And then there's some free versions of apps. A third one is Every Dollar and you can just go in and like, you know, your paychecks coming. Where do you want that money to go? You're deciding ahead of time, your base expenses, and then also your goals like that trip to Europe or a new car you want to be buying. So, you can kind of map out the months ahead. So, free good apps Mint, Every Dollar and YNAB. Good resources.
Pualena 18:04
Beautiful. Yeah, that's awesome. We'll link to those in the show notes. for sure. I love that you have such an approachable approach around this. And you know, it's almost one of those things where like, people are like, I know, I'm in a bad spot, I'll call you when like things are a little bit less shameful. Like, you know, like, let's talk when I've gotten some of my debt paid off, or, you know, there's just a lot of shame around sharing where we're at. What would you say to someone like that, who is really just looking for some support, but might not be, they may not have awareness, they're like, I just swiped my credit card. I don't know what my bank account looks like. I don't know what my debt looks like, and I can't look at it.
Annie 18:50
Yeah, my advice would be show up, get some accountability, find an expert, and show up. So, I start like any new client, I start our coaching sessions with three spoken agreements. And one is just a note on confidentiality. And then the second note is a note on vulnerability, like money is a weird thing to talk about whether you have a history with like gambling, or you just got like a huge inheritance and it's suddenly gone. Whatever it is, like money's a weird thing to talk about. So, just being open to being vulnerable about it as cheesy as it sounds, but knowing that that coaching session is a safe space for it. And then the third note is a note on honesty and just like throwing it out there like hey if you're only making $200 a month, or if you make $20,000 a month, like let's just be honest and throw it out there. I just I just call it out right away and then they're like, Okay, I can admit like, yeah, I just talked to a woman who got a huge inheritance like millions and millions of dollars, which I do not see very often, like rarely do I meet with those people, but it's gone, like, millions of dollars gone. So, we talked about it, and we put together a plan like she can't be living her life the way she was four years ago when she had that money coming in every month. But those things are hard to admit. And we have to kind of like put our ego to the side and be like, Hey, I sincerely don't know what I'm doing. Like, I need help. I need someone to hold my hand. And that's what coaches are there for.
Pualena 20:31
Totally. And I think that's so beautiful that you brought that out, because, like, so I used to be in like, the fitness space. And people used to come and say, oh I'm not in good enough shape to start working with you yet. That's what we're here for, like, we love to help you get to a place where you feel confident. And so anyway, I and I, you know, when you shared that story like I opened my mouth out of judgment, and I was like, Oh, my God, it's gone. And yet, if I really think about my own sort of habits and history, being a business owner means sometimes you get huge influxes of cash. And then you have like, it's like feast or famine all the time until you figure out sort of what your, what that formula is for you and your business. And I this is like my third business. And so coming out of a couple of businesses in the past that didn't financially pan out. And we were always in that sort of like, do we take a chance on this thing, with the hope that it will solve our problems, or bring in money, or be the thing that fixes everything, right? And so there was a lot of like leaps of faith that required an investment that never really came back to us. So, there's like trauma around that, right? But on the other side, like, you come out of that space, and you finally you're getting money, and you're like, oh my gosh, now I can't invest in that video editor that I don't need, but I want so badly or you know, and so like the money comes in, and then it goes out. And it may not be in the form of millions of dollars, but it's still in the form of unpredictability and spending more than you're reliably bringing in. And I think that that sort of habit or tendency might be more common than we think. And so instead of me being like, Oh my God, this lady spent millions of dollars, I'm inclined to ask instead, you know what, let's talk about money mindset a little bit. And because I've also been in a place in the past, where I was, like, if I just write 10 times in a notebook, like, I'm going to make $10,000 this month, I'm gonna make $10,000 this month, then it's gonna happen. Like, I've run the gamut. So, let's talk about like what money mindset strategies do you like to share and sort of anything actionable that our audience can practice?
Annie 22:54
Oh, yeah, I love that. So, I wouldn't call myself like a money mindset expert. I have friends that are like, very into, like the manifestation and like the wealth-building path through that avenue. And I was recently reading a book and she talked about this interaction with a wealthy person, where she noticed that this wealthy person, like doesn't ever like, talk about like her abundance mindset. I don't know, I guess I'm saying this in this book. This woman was just like, she took the action to build the wealth. So, I feel like sometimes people get so caught up in the money mindset, like yes, I've journaled so many things that never happened. And it turns out, maybe my actions didn't quite line up with it. So, I'm not a money mindset expert, but some practical tips. One is to reflect on your history with money. So, reflect on your past experiences with money. What was money like growing up? For me, I grew up in a pretty poor family, like we were financially struggling, always like to just get food on the table. So, I therefore always assume that people will never be able to afford my prices because everyone's struggling financially in my eyes. So, just realizing what money was like growing up and figuring out what truths about money are no longer true. What childhood money truths are no longer true for you? And another one, I think, is just realizing that money is a tool. Like it doesn't have to do with our self-worth. It doesn't have to do with our like, personal value or, like it's a tool. It's a number. It's like data, you know? Yeah, it's amoral it. There's no similar to like a brick. You can use a brick to build a house or break someone's windows, right and like rob their car. So, money is a tool and then reframing your money thoughts. The way we do think about money definitely impacts our reality. I think it's one of the factors. So reframe your thoughts and don't forget to make your actions line up with it.
Pualena 25:06
Thank you for saying that.
Annie 25:11
Yeah, I also think celebrating the wins, people are so stuck in comparing, like, oh, like, they did reach a 10-figure month and I didn't. But hey, if you started from nowhere, and now you're making $2,000 a month with your side hustle, that's a huge win. Don't forget to celebrate it. So, we're huge on celebrating the little victories, and it just helps us keep going one step at a time.
Pualena 25:37
I love that. And I. So the part of that that really just made my heart sing. And again, like, I am not pooping on anybody's money manifestation parade. I personally felt like, and maybe this was my interpretation at the time. The exercises around money mindset, like maybe I was looking for a quick fix. But I just did the exercises without the action. And there was nobody sort of like checking me on that. And so it was like but I did the journaling, like, where's the money? And you know, it my business partner and I at the time we like, really, like sat down. And we're like, I remember there was one conversation in particular that now when I look back on it, I just can't stop laughing. So, we actually started a podcast, which was the first thing that we did for our business. And the podcast was like, we had no audience, we just like, we were coworkers at a gym. And our audience were like, the people in our classes that we were like, Hey, we're gonna start this podcast. And this was probably almost 10 years ago now. And all of the people that we followed, you know, on their podcasts, they would have like their sponsor clips. And like, we heard that you can make money on podcasting. So, we had this big plan to make millions with a podcast and to make it, right away. And so we were like, you know, we registered this business, we have a website, we have a podcast, but like, we're not making any money. So, we're like, well, what are we selling? Like there's nothing for sale. Okay, back to the drawing board. And it sounds silly. But like, I think when you're in that moment of like, it's all brand new. And it's really exciting. And we're not, you know, we didn't have a business plan. We had a podcast, we didn't think it would become a business, but it sort of like snowballed into one. And so there's all of these, like hopes and dreams. And I love hopes and dreams. I think there's so much value in that, especially, and maybe only when paired with action. It doesn't have to be even the right action, but some action is necessary for that energy to be returned to you. So, anyway, I love that you said that. And I just, it's a funny story now that it's in the past but back then we were like, what's going on?
Annie 28:05
That is, yeah, that is so real. I feel like I see it all the time. And I feel like that was me until like, last year like I was the queen of like journaling and like visualizing them like, Okay, here's my like, six-month visualization. Like, I can picture it, it's gonna happen. And then I was like, yeah, my actions. I look at my calendar, and I'm like, Oh, these two are not matching. Yeah, they're really good team, though. If you can get the action and the mindset, then I think, yeah. There's some serious momentum.
Pualena 28:34
Yeah. And it's like part of our journey, right? Like, there's the action feels especially special and necessary, once you've been in a place where like, you see what happens when there's no action.
Annie 28:46
Yeah, Yeah, for sure.
Pualena 28:48
Amazing. Well, you are seriously like, I could not love your approach more. And I feel like there's, there are a lot of people out there who probably also feel like they might be in a good place. And they are, you know, they're feeling good, their bills are covered. Maybe they don't have that much debt or any debt. But they have goals. And they might, you know, maybe they're saving for something, they've got a savings account. What would you share with somebody who may not be, have considered working with a money coach, but might be open to the idea of working with a money coach to, you know, create some extra tools or strategies or accountability? What opportunities are there for people who might just be looking for how they can maximize what they've already got going on?
Annie 29:38
I love this. I love that you asked that so much. So, I feel like we always focus on the people that are like financially stressed. But we don't always realize that there's like there's so much more to it than that. So, like most of my clients have debt, don't have savings and have no clue what they're doing. They're fighting with their spouse all the time. And then sometimes, and just recently I had someone fill out my form. And I looked at her results. And I was like, why? Why did she book a call? She's doing extremely well on paper. This woman has more savings than I do, which automatically makes me feel unqualified. She's making like triple what I make in a year. And but when it came to the question about money stress on like a scale of like one to five, how stressed we are about money, she put that she was pretty stressed, even though she had tons of savings, was completely debt free. She was just planning on taking like a year off and going to Thailand. Like she's living the dream life. And I hopped on a call is just like, how are you like stress? Like, I don't get it, what's missing for you? Like, it seems like you have everything. And her situation was she's got parents and family pressuring her to make these like huge investments. She's got her parents that are like, you need to be buying a house right now. Like you have a great income. You know, she's got bosses that are like, you need to take this promotion because you're doing so well. And she just hopped on the call. And she's like, do I have to do those like to be financially, like successful? And so for her, it was a conversation around money boundaries, and how that fits into like the rest of her life. So, we put together a plan for her to have the conversation, we like wrote out some scripts for her to have the conversation with her parents. It was like, Hey, I know you guys want me to buy a house and you expect me to buy a house this year. I'm going to be doing that in two years. Because right now, I'm not taking that promotion, I'm not buying that house. I'm going to Thailand, peace out. So, even when people have savings, even when they're debt free, even when they have great income, they can still appreciate and find value in just like validating where they're at. And their next steps.
Pualena 31:48
That is so awesome. And I agree like just because on paper, somebody might be very financially stable. There's a lot of stress around like it's, so I remember growing up like I was in a very blessed home, me and my sister both went to private schools, like my dad had a really, really stable high paying job. And yet all of our decisions were made as if we had zero money. Is that like, what is that about?
Annie 32:24
When you have those memories.
Pualena 32:26
That’s bizarre. Yeah, that's how I see money. Like, I think money is always gonna go away. I always want to, like, go the cheapest route. And it's not necessary. You know, and I still to this day, I'm sort of confused about like, why we grew up like that, and where that comes from? And how I can let that go. Because it just is it feels very limiting. And it's just unnecessary, I think.
Annie 32:51
Yeah, yeah, that's a lot to work through. Like, I mean, same for me. I grew up like–
Pualena 32:53
Time for a session.
Annie 32:57
Yeah, it's funny, I'm actually going through a training to become an accredited financial therapist and help people more so with like that side of it. It's a real thing. Yeah. I don't know where to start.
Pualena 33:13
Don't worry, neither do I. Yeah, it's and I think that there's a lot of like, you know, however your family handled money is, those are the habits that we tend to inherit. And we could be in a completely different situation, but still see money and treat money in the same way.
Annie 33:33
Yeah, I have a client. And both her parents worked in the stock market. They were like actively managing, like, invest like mutual funds and stuff. So, it's interesting to hear her story because even though she grew up, like in the stock market, like that was her life growing up. Now she's on the opposite end. And she's like, all she has are memories of her parents picking the stock market over her. Therefore, she's like, completely zoned it out. And she's like, I want nothing to do with investing. I want nothing to do with all those graphs and green red things. And, like, all I remember, are my parents picking that over me. So, even people that grew up in like the finance world have a lot of traumas around money to process. It's a big thing.
Pualena 34:18
Yeah, man, so I'm like so interested in just everything that we've talked about. I've had to hold myself back from like, continuing to ask a zillion questions so that we can get everything in in this interview. So, thank you for just sharing so openly. And the last time we chatted, we talked a little bit about a topic that you said was not necessarily part of your services, but we're willing to talk about it. And I would love to just sort of scratch the surface on this from the perspective of we are this complex human and our business, our life, our family, our finances, our happiness, our health like all of it is very connected. And something that personally, I get asked, I would say like, at least five times a week, if not every single day is about pricing for services and sort of what that process looks like, how do I price? How do I value my time, especially for coaches and service providers and people who may be trying to like assess their hourly value, which to me is bonkers. Like, how are we supposed to put our lifetime worth of expertise and experiences and skills into this like finite hourly rate? It's just it's mind-blowing to me. So, anyway, can we just dig very briefly into that? And just, yeah, what are your thoughts around pricing and all of that?
Annie 35:57
I love it. This should be an entirely different episode. Honestly. There's so much to talk about with pricing your services, especially, yeah, especially entrepreneurs. One practical tip that I started doing because I was struggling with pricing my services was to provide different pricing levels, like having a simpler course or service that's like entry-level, and then maybe you have your high ticket item. I feel like that's like a clear action step. No, like mindset jargon is involved. For those that are, like, looking for a really simple step. There you go. Different levels. I think another important thing is to realize that whatever price, like it doesn't matter what you charge, money is not the issue. At the end of the day, money is really just a number and people spend money on what they value. So, I would not spend $10,000 on a car, I even have an older car than that I spent like $5,000 on a car. But I easily spent $10,000 on a business coach, that was like a no-brainer to me, because that's something that I value. So, realize that people spend money on what they value. I have friends that won't spend $100 on a yoga membership, but they'll spend $100 on their dog in a heartbeat, right? Spend money on what you value, and people will do the same thing. And when they value your course, your services and products, it'll be a no-brainer for them. And then, I think my third tip with it is when you figure out like, I've changed my prices, so many times, I'm not like afraid to admit it. But whatever price structure you come up with, don't be afraid of people saying no, in fact, I would say the opposite of like, in not only don't be afraid of it, but like chase the no’s, like go out and collect your nose because that means that you're an action. And my business coach actually inspired me with one of his stories. He got 22 no’s in a row. So, he had this proposal for this like elite course that he had put together. It was no, no, no, no, all these like huge corporations saying no. The 23rd person said yes. And that was a $55,000 deal. So, like don't look at no as a rejection, it's not a personal stab, it's not like someone isn't interested in you or your service. It's just like they're not interested right now like moving on. Stay in action. Get out there collect your no’s. Know your value, charge it confidently. Collect your no’s people.
Pualena 38:39
I love that. Have you read the book believe it by Jamie Kern Lima?
Annie 38:44
No, no. I’ll add it to my list.
Pualena 38:48
You must. Yeah, she founded iT Cosmetics. And the book is her story about how she wanted to create this inclusive clean makeup line. And she got like, she was rejected so many times. The entire book is a basically a journal of her rejections until she was given a chance. And then like she just sold the company to I think L'Oreal earlier this year. I mean, she is like, she's one of the most inspirational speakers I've ever heard live as well. So, I got to hear her speak at a conference earlier this year too. Just the most wonderful human and her story basically, it's like if you're getting rejected, keep going. There's that's kind of loaded, right? Like we want to make sure that our product or our services are quality and all of that but if you stand behind what you do and what you have and what you have to offer, collect those no’s. That is the best advice.
Annie 39:51
Yeah. And to add to that, it's even interesting like in the money coaching world, people are like, how can you charge for that, like no one can afford your service? And people are paying thousands of dollars for money coaches because they know that it will get them to where they want to be like. They don't have $1,000 but they will literally like go into more debt. It'll be the last thing they put on their credit card. You know, like, if they want it, they'll make it happen. So yeah, go out there. It's fine if people reject you, keep moving on.
Pualena 40:22
Yeah, I saw something really interesting the other day. I think it was like in a Facebook group. Somebody asked, How do you? What was the question? It was something like, what do you… It was what do you charge per hour for your services? And the comments, there was like hundreds of comments, and people were just, you're being snarky, serious, like, you know, the whole gamut, right? Like, millet, like all the trolls in the world were on this post. But someone said something really interesting. They were like, I charge for the transformation that I provide. That makes total sense. And what value does your client put on that transformation? What does that mean to them? And I would say to like, if I again, I use fitness all the time as an example, because it's just easy for people to sort of wrap their minds around. If you want to lose five pounds, to someone paying $5, to a coach to help them lose five pounds might be enough to get them to take action. For other people, spending $500 on a coach to help them lose five pounds is what they need to actually do the work. I love that. So, it's sort of like, it's literally an energetic exchange based on what you need and what you value. So, I don't know if that helps anybody or just confuses everybody more.
Annie 41:47
I love that. Yeah, that's a really solid reminder. Yeah.
Pualena 41:51
Yeah. And like, We're all just trying to figure it out. So, Write down and put it out there and see what happens.
Annie 41:58
You can always change it. Yeah.
Pualena 42:04
Absolutely. That's amazing. I am just, I like, I feel like we are going to be lifelong friends. And we're going to do many more podcast episodes together. Because this is really just sparked a lot of ideas and hopefully brought a lot of hope and like awareness and light to this sometimes dark or taboo topic. And I imagine other people listening to this are as much of a superfan of you as I am. And so I'd love for you to share how they can get in touch with you and how they can connect with you.
Annie 42:40
Yeah, so my fax number is. I would love to keep in touch with everyone. My Instagram is anniejaycoaching. So, A N N I E, J A Y coaching. My website is anniejaycoaching.com. And snail mail is always welcome a PO box 7097 I've never shared that. Yeah, if someone writes me a letter, I always respond. So PO box 7097 Kabwela Hawaii.
Pualena 43:13
Seriously, can somebody please write Annie a letter and mail it? And take a picture of the letter? If anybody does that, like I'm gonna send you something awesome. I'm gonna send you a T-shirt or something.
Annie 43:26
I was. I was on like, it was like a sales training call this morning. And one of her pieces of advice was like as a follow-up, she literally advised people she was like, send a fax, it's you stand out like everyone sending emails, send a fax, and I was like, I don't know how to do that.
Pualena 43:41
Honestly, I don't think I would do that either.
Annie 43:48
Anyways, snail mail is still a thing so.
Pualena 43:52
That it's hilarious. You know, there's like some state offices here that still require you to fax them documents. Like, how does even somebody do that? Like, can you do that online? And the fact that you have to ask. That is insane. Anyway, I was alive when fax machines were a thing, by the way. Just in case people are like these kids.
Annie 44:16
Good stuff. Thank you, Pau, for having me. Wonderful, wonderful discussion. I love your podcast. I love what you're doing. And I'm coming to you because I'm going to be ready to make a course soon. So, you're on my mind a lot.
Pualena 44:31
Yay, let's do it. And I'm sure like, let's, whatever, whenever that happens, we can come back on here and share with the world everything about your course. And yeah, that's awesome. I was going to ask, you don't already have one. People we would be knocking down your door to get a course from you. So, I'm glad you're doing that.
Annie 44:50
I need you. Yeah, I need you because it's like it's my next big thing and I haven't really taken a lot of action. So yes, we need to talk outside of the podcast.
Pualena 45:01
Perfect. We'll just like record live all of our course brainstorms. Nah, just kidding.
Annie 45:04
I’m here for it.
Pualena 45:05
Amazing. Well, thank you again. This was so valuable, literally valuable and worth money. And I really appreciate your time. And yeah, we'll talk soon.
Annie 45:23
Thanks, Pua.
Ever wonder how funnels work? Pua explains the concepts of funnels and their critical role in online course sales. She covers the four main steps of a funnel—launch strategy, target audience, nurturing, and conversion. The episode covers the importance of understanding your target audience and their pain points and how to create compelling lead magnets, landing pages, and email sequences to nurture your leads. Pua emphasizes the need for consistency in branding and mobile-friendliness to optimize conversions.
The discussion includes valuable tips on launch strategies, including open and closed cart launches, affiliate offers, and evergreen funnels. Pua also explores a membership or mastermind funnel model and its effectiveness for online course creators. Additionally, she highlights the significance of tracking and analyzing funnel performance to identify areas for improvement and ensure successful launches.
Throughout the episode, Pua emphasizes the value of experimentation and continuous adjustments in entrepreneurship. She advises utilizing resources efficiently, including time, money, and energy, to create appealing and conversion-friendly sales funnels. Following Pua's expert advice will give listeners valuable insights into building effective funnels to succeed in the online course space.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Transcript:
Pualena 0:00
Keep your branding consistent, that's really the key to most digital spaces, that will psychologically help people to feel like they can trust you because your space is predictable. When we have too much chaos, that creates a lot of distrust.
Pualena 0:24
Hello, and welcome back to the Course Creators Academy podcast. I'm your host Pua. And this is a space where we get to inspire and empower you, the entrepreneur, the course creator, to thrive in the digital world. I am, as always super excited today, because I'm going to talk about a topic that's been coming up in many, many conversations. Most of them actually happen in our web design consultations. So this is when you know, however, people find me, whether it's a Google search, or in, you know, a community, a Facebook group, a referral, those are kind of my main lead sources, if anybody was curious about that. So, you know, they come to me, our potential clients come to us from all walks of life. And for many spaces, and they are in many places in their entrepreneurial journey. Some people are thinking about starting a business, and they're thinking about creating an online course. Others have launched their own business and they sort of DIY things, and they're ready to have somebody sort of “zhuzh it up”, a little bit. Maybe they used a template, or they just kind of watched some YouTube videos, and it was okay for when they started out. But they're ready to take that next step to the next level and have their digital space automated or the design a little bit more tightened up, maybe they're rebranding. Some people come to us and they've had wildly successful courses for many years, they have a huge following. And they have a big team and you know, their systems didn't grow as fast as they did. And so things are a little clunky. And we're taking a look at things and helping them to automate and make things a little bit smoother, and enhancing their user experience. So we get people from all over the place, all over the world, in all different points of their entrepreneurial journey. And yet, one of the most common questions I get asked from people in all different places in their sort of business success and their business trajectory is what kinds of funnels do they need? What is a funnel? How do I create funnels? Do you build funnels? And that word, I mean, we've done episodes on funnels in the past. And I just wanted to bring that to the forefront again, because I think, as we move through summer, so summer is kind of halfway or more, you know, we're halfway through summer, at least. And fall is typically when people sort of focus on launching, some people are looking very far ahead. And they begin to focus on there, you know, beginning of the year of 2024 launches. That's ideally where you want to be right now. Some people are also looking ahead at their fall launch, and they're saying, Oh, my gosh, I need some funnels in order to get people into my ecosystem so that I can launch this thing that I want to launch in September or October. And so it's just we've just been talking funnels quite a bit. So just want to share, I guess, some things that maybe I've learned or have become clear to me as a service provider over the last few months since we last had this funnel conversation and just share some reminders of you know, what is a funnel? Why is it so important? How can we optimize our funnels for some of the, you know, latest trends or things that are out there? What tools can we use to build funnels a little bit faster, that are a little bit more conversion driven? So that's what today's conversation is going to be about. And when I say conversation, I definitely mean monologue, because you got me today.
Pualena 4:23
So let's dive in. And I first want to just have a high-level conversation around, conversation, discussion, all of these are, they infer that this is a two-way engagement. So, I hope that you're over there responding to me as I ask these questions to myself, but you know, what, what exactly is a funnel and why is it crucial for your products or services to succeed in the online space? At this point, if you're listening to this, I'm assuming you probably have an A idea of what an online funnel is. But really like, I want you to look at it more of a strategic process than a tangible thing. Yes, there are digital pages, you can actually touch them. But we often think about a funnel as this, like, you know, landing page, squeeze page, opt-in page, thank you page, email sequence, like a funnel needs to morph to your needs and the needs of your audience in order to act as a connection process. So the strategy that we're utilizing here is a process to get people into your ecosystem that need what you have to offer, and connect them with you in a way that allows them to experience and discover the ways that you can help them. It's a communication vehicle. So the first part of the funnel is, you know, it, the steps will consist of the same things, right, lead generation, nurturing, and conversion, if we really boil it down into three components of a funnel, lead generation is the act of connecting with your ideal audience. This is what makes building funnels. So, I don't wanna say challenging, it's kind of fun, right? But there's, once you find the method to the madness, the fun begins, but you know that that stage where you're like, I know, my ideal audience, but how do I find them? How do I get people to connect with me? That's that whole lead generation space. And that's kind of the experimental space. We don't know exactly what will convert, we don't know exactly where we're going to find people. So we optimize our spaces to increase the chances that someone will find us, right? There's usually a conversation here around organic versus paid traffic, and how we can leverage some of the networks that are in existence, right, Facebook has all of this data on its users. So that's why utilizing Facebook ads is highly desired. But it's also very costly. Why? Because you have to test the ads, you have to spend money in the experimentation phase to figure out what works, what ad copy works, what images work, or videos, what ads style works, right? Are you asking them to click through to a website to an opt-in? Are you asking them to join a Facebook group, and what's the call to action? So there's a lot of variables with ads. So I highly recommend that if you have the budget for ads. If you have the budget for ads, please also consider you know, putting some money aside to hire an expert, they will save you time, they will save you. Yeah, time, time really is a big one and money. Facebook ads and and you know, traffic and ads, experts in general are a bit of an investment typically, especially if they're really good. So if you aren't in that space yet, do not throw money at adverts ads, ad spend. Without confidently being able to fund I would say two to four weeks of testing. And I've heard on average, like 10 to $50 a day is kind of what you're going to be looking at spending as like a test for testing your ads. If that feels like no big deal to you. Maybe ads are something you can look into. If that sounds like whoa, 10 to $50 a day, then revisit it, there's tons of organic options that you can utilize. One that I really, really want to strongly recommend to you is creating a Google business profile. I think this used to be called Google My Business. Is it still? I believe they recently changed names too, let me just let me just google this real fast. Google business profile. Okay, yeah, so it's free. And I highly, highly, highly recommend that you create a Google business profile. So, some best practices on this right? Fill out as much information as you can, and solicit from your current or past clients, at least five Google reviews on this profile, and continue to ask people to write to leave a review for you. This is going to really help people to find you if you know, I always tell people if you're thinking about Google versus Facebook ads, look at your business and look at your target audience and your service and what people might be doing in order to get to you so for web design services, it may make more sense for me to run Google ads. And it would mean would make for me to run Facebook ads. Why? Because Facebook ads, you are targeting a specific audience. And then you are putting the ad in front of people. And you're guessing that you're putting it in front of the right people. Google Ads require people to search for your service. So the gamble that you're making is whether you are utilizing the right keywords to help your ad show up, but in front of the right searches. But if you are a product-based business, you may be, you may have better success, running ads to Facebook, where you're just sort of showcasing your product in front of a targeted group of people. Not to say that you can't do either one, you know, vice versa, flip-flop, everything I just said. People are largely successful with that as well. It's just a matter of, again, your budget, your willingness to test, and your funnel, and the “conversionability”. I know that's not a word of your funnel, will largely give you the ROI or not on your ads.
Pualena 11:19
So let's talk about that. Back to my notes. All right. So three types, three steps of a funnel, lead generation, nurturing and conversion, okay, keep it as simple as that you've got this group of people, you've generated these leads, you have then are responsible for nurturing those leads before you convert them. Very, very important. If you spend a bunch of time collecting leads getting people to opt into your sequences, getting them into your funnels, and then you don't send anything to them until you're ready to sell something, these people will not convert, because they'll say, Oh, I only hear from her when she's selling something. Instead of Oh my gosh, I love this newsletter, she gives us so much value every month when she sends out her newsletter. So, I know this program is probably going to be great. I'm gonna check it out. Right? So there is an order to the madness. All right, so we've got those, what it consists of. Now let's look at sort of the puzzle pieces. So we're gonna lay all these pieces out on the table. This is our out-of-the-funnel puzzle box. And essentially, we're looking at lead magnets, landing pages, email sequences, sales pages, thank-you pages, opt-in pages, squeeze pages. Offer pages, did I say offer pages already? Right. So we have a lot of options, we have a lot of tools at our disposal. And when I say, you know, a thank you page versus a sales page versus a landing page versus an opt in page. And you're like you're speaking French, like I don't understand what the difference is between all of these. And if I have those. If you have a website builder of any sort, you can create these pages, anything that's called a page landing page sales page, thank-you page. It's a page. So just know that if you have a page builder, you can create funnels. If you have something to send emails, you can create funnels. Now the reason why funnels are called funnels, and they're sort of in this fixed system is ideally, this is all automated. So you do want something that can ideally, take information in through some sort of page. Let's say it's their email address, and drop that into an automated sequence where they're going to get a series of emails, and they're going to be put on a list. And they're going to be nurtured automatically. And once you're ready to convert, they're then given opportunities to opt into that sales experience, whatever that looks like for your webinars, straight to a sales page, whatever, whatever that is. But I want you to know that you have options, and a funnel is not a one size fits all thing. And also simple funnels work. So I've just listed off a bunch of things that you might want to use. Remember, keep it simple, keep it simple for you, because that will help you to actually create the funnel and get it out there and launch it. Right because we often get stuck in our own overwhelm. And that overwhelm is often not actually accurate. It's something we create in our minds. Oh my gosh, I was listening to this podcast and Pua told me that I have to have like a sales page and a thank you page and an opt-in sequence and an opt-in page and blah, blah, blah, blah. I hope you're still listening after I made that list, because my whole point is, you don't need to use all of those in every funnel. Most funnels have three steps, an opt-in, a thank-you page, and an email sequence. Okay, this can get so like, I'll walk you through sort of the how we utilize those three steps in order to create a more complex funnel. A lot of your funnels will be in the messaging. So lead generation, you got to get people to your page, that's, that's the lift. Once they're there, they're on your list. The next lift is to figure out how you'll properly nurture them. The final lift is how you'll convert them. Again, we're going in threes. This was all very sort of high, when I say high level, I mean, not that, like you have to be super advanced understand it, but just like, you're literally up above looking at this. Below is like components, right? We haven't gotten into the how yet. We just talked about the what, what is a sales funnel, and what are all the things that are included in funnels that you'll be creating.
Pualena 16:13
So, we'll now talk about the actual creation of your sales funnel. So taking a deep, nice deep breath. Because I can tend to be a little bit overwhelming, I don't mean to be, but I know that that's something that I do. Okay, so here we go, we're gonna break this down also into three steps. Step one, and you may already have this, you might be listening to this, because you just want to learn how to actually put the pieces together. But in case you don't it's worth mentioning, identify your launch strategy. So this is for your course. And we're gonna kind of work backwards from the launch and execution of your course experience. It's vitally important to have, an appropriate and a successful funnel, to know how you're going to get people into your course. And what that experience looks like. What I mean is, do you have a recorded course, where all of the content lives in this container, and you can sell it whenever you want to, people just buy it, they consume the content, there's no community, there's no real like, interaction with them and you. It's just sort of a one-way delivery of information. If that is your course experience, great, I feel like you have created the ultimate residual income machine, that is awesome. And you can literally launch this every second of every day of every month of every year. So, your funnel is going to look like an evergreen funnel that can just exist, and you can run ads to it. And you can send calls to action to it in your social media captions and your emails. So and that funnel can pretty much go without adjustment, unless you decide you want to make some changes, right? That is probably going to be the most straightforward trajectory of launching and funnel creation. It is not the most common though, most people find that when you create a little bit of urgency, even if your course could be delivered like that, having an open and closed cart launch strategy and creating the urgency around only being able to access that content for a fixed period of time brings people sort of a larger conversion rate in a shorter period of time. So you're getting a little bit of a cash injection, you are putting in a little bit of extra work, but it's for a very fixed time period. So for most people, that's it seems to be worth it. And again, it just depends on your goals, it depends on your business model. And what you want that experience to be. A lot of people who do that sort of like open closed cart, also have some sort of live component to their course or their membership. So maybe they are welcoming people into like a cohort where, you know, if I sign up between August 1st and August 7th, I'm joining this, you know, fourth cohort of this business course experience, and I have these people and I'm going to get to know them over the course of eight weeks. And I'm going to be guided by the person who created the course and there's a little bit of a community or a Zoom, you know, a regular Zoom calls or something like that. So that style tends to be more common in the core space. Now people will often do a combination of those two things. They will have a course that is evergreen, you can buy it whenever you want, or, you know sections of the larger course right, you can buy part one, you can buy part two, or you can buy the package. Or if you want to wait until August, I'm launching the mastermind or version of this where you're with a cohort, you have a guided Zoom sessions every week, you know, so that sort of like a higher level, higher value experience. And so that's totally an option as well. And if that's the case, you typically are running two separate funnels, one evergreen funnel to the course content, standalone, and then one sort of open closed cart funnel and the accompanying launch materials every so often whenever you launch that open closed cart experience. Okay. Something to note, not that I want to, you know, make any of this more complex, but I think it's worth mentioning. If that is your setup. If you have, you know, part one, you can purchase, part two you can purchase, you can purchase them together, you get a little bit of a deal. Or you can get this big mastermind experience twice a year, when you sell part one, you are also opting them into a long-term funnel. Okay, so if you're selling your course, asynchronously, and you do offer this next-level experience, anybody who purchases the asynchronous options must be entered into a funnel as a long-term upsell to the mastermind. Okay, I'm using language here just to sort of get my point across, it can be a mastermind, it can be a membership, it can be a, whatever you want to call it. But I hope that you understand that the standalone course has the same content that you're going to walk people through in the live experience but it will be guided. There will be a community there will be support, there will be other people on that journey with you versus an asynchronous watch when you have time. You are accountable for yourself kind of experience. Okay, it's a beautiful model. And we can do another episode completely separately of this of how to set that up and why it's great. But I just went from a funnel perspective, you're looking at a few different options when you have that ecosystem setup. If this feels really overwhelming to you, don't worry about it. If this sounds interesting to you, shoot me a message like I would love to jump on and like we can hash this out. We can do some brainstorming together to see what we can set up. And you know how we can make this ecosystem work really well for your clients. But yeah, okay. So, Whoa, we went way off track. So, step one, identify your launch strategy. Okay, right. So we talked about it? Is this sacred asynchronous? Is it evergreen? Do you have fixed closed an open cart periods? Do you have an affiliate offer? Do you have, essentially, people in your network who are out there selling this for you? And what does that look like? And do you need a separate funnel for your affiliates? Now the answer could be no. I could say hey, my friend, Sarah has this course and I think it's awesome. Here's the link, I think you'd be a great fit, check it out, they click the link, it's connected to me, a cookies dropped on their browser, they buy it a week later, I get credited for that. But they are now a part of that apart part of Sarah's ecosystem, right? So, they've opted in there and she's going to nurture them from there on she's going to, you know, give them everything that they need to succeed in that course. But it's an option, you could create a different funnel experience for anybody who has been referred to you by someone else. Okay. The reason why I might suggest that you do this is that's an that's a cold audience that knows nothing about you. So, you may want to give them a little bit more of a long-term like welcome sequence, giving them a little bit about you maybe opting them into a mini course or giving them some sort of like free download, so that they can get to know you your services, the solutions that you offer. And because you are a referral to them, then know like and trust factor is a little bit higher than if they were totally cold. So, you have that at your as an advantage, right? So anyway, okay, we have belaboured step one.
Pualena 24:52
Step two, define your target audience and understand their pain point. So, this is going to be crucial for targeting. Right? So, if we are targeting brand new entrepreneurs who are thinking about creating an online course, our messaging is going to be very different than if we're targeting established business owners who have online courses and maybe they're, they need to optimize their course experience, or you have a course but you're not selling it, how can we, these are terrible examples. But basically, understand where someone is at in their journey, whatever that solution is that you offer, and what their pain points are, are typically what people are searching for. So, if you're doing something like running ads, and you want to be able to target the search keywords, you need to very deeply understand who your target audience is, and what they see as their pain points, not what you see as their pain points. So, if you enter in fitness, my favourite example, and your target audience is people in their 30s to 50s, who work desk jobs who want to be healthier, but they don't know where to start. You will identify their challenge, maybe as an obese lifestyle, you know that they could be utilizing high-intensity intervals, all they need is 30 minutes a day, you know, maybe they don't need to be have any experience. But they need to be, you know, highly motivated, or whatever you decide what that is. The language that you use is typically not going to be the language that they use. So, if I'm sedentary in that target age group, I'm searching, you know, weight loss in my city, or beginners fitness classes, where to go, gym memberships, and pricing. So I'm interested enough to be searching for these things. So you're not trying to convince me to go to the gym. But I don't know what I don't know. I'm not searching 30-minute High-Intensity Interval trainings in Honolulu, that is definitely not what I'm looking for. So, it's worth talking to people in your ideal audience. And, you know, you can survey them, you can do Zoom calls, this is like sort of like market research or user interviews. Figure out what language they are using and utilize that, in your marketing/in your messaging. Something to consider also is creating a lead magnet around what these pain points are, offering (we've talked about this before) a mini win, a small little solution, a little result in the direction that they want to go so that they want more, you're giving them a little bit of a dopamine hit, right? We've talked about this before, if you're going to do a five-day sugar detox, I'm gonna tell you what, most Americans if they detox from sugar for five days, they're gonna lose some weight. So you're giving them a little win. Or they can say, oh my gosh, if you do this for me in five days, I'm in for whatever you're selling. Okay? So, that will get you their email address, and get you and get them into your ecosystem, into your funnel. Right?
Pualena 28:32
So step three, how are you going to nurture them? Typically, this is a series of well-crafted emails that provide value, that build trust, and position yourself as an authority. You are the expert, and you have to prove this to them. You can prove it by telling them that you're an expert, but that typically doesn't work. You want to show them. Show them testimonials from your clients, video testimonials are so good. Give them that little quick win, share with them some strategies for free, some value for free, that they can implement and say, Okay, this chick knows what she's doing. I'm in, tell me more. Right? This is crucial. Because once your audience is in your ecosystem, you want to continue to message them to keep them engaged and interested in what you do. Once they sort of forget about you, or this happens a lot like if I go to a clothing website that I'm interested in, and I dropped my email so that I can get the 10% off. And then I get the 10% off but I don't use it right away. If they don't message me again and remind me that I have it, I'm probably never going to use it. But it's not that I think they're a bad company or bad people or that I decide that I hate the products. It's just that life happens and it's no longer top of mind five minutes after I put my email in, okay, so I usually recommend one email to go out immediately. So, day zero, minute zero. And then your three-step welcome sequence is going to be daily for three days. Then the fourth email goes out between five and seven days later. And then you can sort of OPT them into your regular cadence. Most people do weekly emails, some people do, you know, a few times a week, I would say, at minimum, you want to have a monthly newsletter, or an email go out with highlights lots of value, and just ways for people to learn who you are, and why they can trust you to solve whatever challenges they're going through.
Pualena 30:41
Final step of this, step four of your sales funnel is the conversion step. So and this looks so drastically different for every business, that I almost hesitate going into this too deeply here. But basically, you know, we hear a lot in from like, you know, sales gurus in the entrepreneurial space of like, what is the irresistible offer? What is your irresistible offer? What are you, do you have on the table that they absolutely cannot refuse? And in order to set them up for this, we need to, I mean, there are so many ways to do this, right, you could do webinars, you could do, you know, like dangling the carrot in front of them, where you have like a few emails where you're like, I'm launching something so awesome. I've launched it to a fixed number of people, these are the results that they got, I can't wait to share more about it with you, keep an eye on your emails, I'll be, you know, announcing this in three days, or, you know, creating some sort of build-up around what that thing is getting people super excited, you could pre-sell, you could have them opt into an announcement live, Instagram Live, Facebook Live, YouTube Live. There are so so so many ways to do this. And it really depends on step one, which is what is your launch strategy. So, we can save that conversation for another podcast episode. But just know that those are going to be the four steps that you want to kind of hone in on as you're thinking about creating your sales funnel. So step one, identify your launch strategy. Step two, define your target audience and understand their pain points, step three, nurturing your leads. And step four, conversion. Okay? All right.
Pualena 32:37
So, we are now going to just sort of touch the surface of designing your sales funnel. We want to make sure that it is appealing and effective both visually and psychologically. Now, I would say as a designer, if you are not a designer, I’ll frame it this way, you can absolutely create a beautiful, conversion-friendly sales funnel by following one bit of advice. Keep your branding consistent. That's really the key to like most digital spaces, consistent branding, don't change fonts, don't change colors of buttons. Keep all of your corners, either, you know, if you're going to do like 90-degree angles in your corners, you're going to round the edges, do it across the entire space. Do everything consistently, that will psychologically help people to feel like they can trust you because your space is predictable. When we have too much chaos, that creates a lot of distrust and it's very subconscious. Nobody can, most people won't be able to identify that. But it will look like you just don't have your you know what together. Okay, once you have your sort of aesthetic decided on, decide on the components of the funnel that you need in order to be successful. You probably need an opt-in, you probably need a thank you something, either a thank you page, thank you email, ideally, both. You could get away without having a thank you page as long as you have that follow-up email sequence, and like a solid email sequence with a call to action to the thing that you're selling, near the end of the sequence. This is a lot. Again, I hope if you are taking notes. Yeah, I'm going to hope that the show notes can help to sort of get some structure around this conversation. But I say this because I'm sort of like jumping around. But if we're talking about your email sequence from your funnel, you don't have to reveal what you're selling at the beginning of the email sequence. In fact, it's better if you don't. So about four minutes ago I talked about sort of dangling that carrot like I'm going to be a announcing this in a few days, you know, so you can do things like that throughout your funnels, email sequence, and reveal the actual thing that you're selling closer to the end. So, when I'm thinking about it, if you go back and listen to the podcast episode about Brendon Burchard’s presentation at the Kajabi Hero Live conference, I walk you through, I think it's like a 10-step email sequence, or 10 email sequence for launching a product or a service, or a course. And that's what I recommend. And that's sort of the sequence that I have in mind when we're talking about funnels specifically for launching a course, this is different from just a general opt-in email sequence. I mean, it can be and it should be. Okay, so your landing pages and sales pages should be visually appealing, easy to navigate, and optimize for conversions. And you're like, Oh, that's a loaded sentence like, can you please give me some tips on how I can do all of those things. So here's where like, it gets a little bit hard to teach you how to do this in a one-way, podcast episode. It equally important are, your copy your images, your branding, and your calls to action. Now that, again, is so unique to each product, to each service, to each course. That again, I can't really give you any sort of unique, specific guidance in this podcast episode. But I would say spend resources. This doesn't have to be money, it can be time. But I would say, time, energy or money are like the three resources that I have in mind. It can be a combination of those, whatever you have at your disposal, spend resources on these things. Your copy, so this is your page copy, your landing page, your sales page, your opt-in page, thank-you page, your email sequences, spend resources on your copy, spend resources on your images and your graphics. This could be used spending two hours going through unsplash.com and the nounproject.com to find great photos and icons that are free, royalty-free images. But spend time on this, what we don't want to do is have janky blurry images that have nothing to do with your target audience that are just sort of, you know, you just needed an image here. And so you put that there you have, you know, a screenshot or an old smartphone photo. Crisp, clean images can make or break a page. So spend time or resources, on your images. Understand your audience enough to know what those calls to action for them need to be. Is it booking a call? Is that part of your flow to get people opted in? Is it sending them straight to a sales page? Is it having them watch a webinar? Is it directing them to some sort of resource or free download? Make sure you understand what that call to action needs to be in order for people to successfully opt into your course. Okay, the other thing about your anything digital, but since we're talking about funnels, it really like it is crucial for it to be mobile-friendly. It must work well on mobile. Most people are on their phones, and most of the time your calls to action. So, that's gonna come in emails or social media captions, or links in bio, all of those will be accessed by somebody's phone, typically. So, if your pages don't look good on mobile, or if they're sections that aren't, like overlapping, or, you know, if you have a funky mobile experience, don't think that the desktop is gonna save you. It must be optimized for mobile. Okay. So if you were working with some a service provider or web designer, make sure that that is like a line item in something that they are delivering to you. And if it's not ask them about it and make sure that that is part of the final delivery. If you have questions about this section, the design again, really difficult to talk about specifically in a podcast but send me your questions and I'm happy to clarify or offer some additional episodes around that.
Pualena 39:33
And finally, let's just like very briefly talk about best practices for launching your online course in your sales funnel. Timing is crucial. So, these need to be planned well in advance. Again, if you are doing an upcoming launch, it is right now the end of July/early August 2023, ideally, right now you're planning your January 2024 launch, not your September 2023 launch. It is too late for that, if we're really, if I'm really being honest with you. It can be done, people do it all the time, you could have a phenomenal September launch if you plan it three weeks in advance, you will have an even better launch in January if you plan it four months in advance. Just trust me on that. Utilize your networks, leverage your email list, your social media platforms, your collaborations with your colleagues or fellow entrepreneurs in different communities or networks. You know, professional networks can be really, really, really great when you're launching. Things like you know, Rotary Clubs, or BNI. Or if you have like a local group that you're a part of, share your lunch with them. And you know, ask Who do you know that might be looking for a six-week fitness jumpstart before the new year, before the holidays? There's a lot, so there, I'm treading lightly around the word discount, because people tend to either like or dislike this option. But I'll throw it out there. Early Bird discounts work really well. So, consider early bird discounts. What's really good also is bonuses. So, if you don't want to discount the service, or the course or the experience, add bonuses to it. Give them an extra call, give them three VIP calls, give them one on one coaching session. You know, if you have affiliates, ask your affiliates if they want to offer something, you know, private guest speaker at the first call, you know, you can get creative with it. But bonuses are really really great to incentivize early signups. People will wait to the very, very last minute to do anything ever. It's like one of the most annoying parts of being a human, I don't know, we like to be last minute. So, if you want to have a little bit of financial cushion to carry you through your launch, offer Earlybird incentives so that you get a little bit of a cash influx at the beginning of your launch. Okay, most importantly, and this is like, most people say, Yeah, of course, I'm going to do this. Why would I not like it's such a crucial step, I totally get it. Most people don't do it. Track and analyze your funnel's performance to identify areas for improvement. Do a launch debrief at the end, even if it's, okay, so if you're doing an evergreen funnel, and there is no end, periodically check your analytics and see, you know, where are people dropping off? Yeah, a bunch of people opt into the email list, they open the first email, and then they don't open the emails again. And then they unsubscribe, like what's going on? Or they got to the opt-in page. And then they even got to the webinar or they signed up for the webinar. But I only had this many people show up, or of the people that showed up only this many people watching the next step. Feedback and data are like feedback is data. So if someone's like, if you say like, Oh, could I ask, you know, why didn't you stay to the end of the webinar? Or why didn't you buy and someone's like, well, the webinar was super boring and I wasn't interested, that can be so hurtful. And we can just, you know, that can keep us up at night. But if we see feedback as data, we can say, okay, the webinar was boring. How? How can I make it more interesting? What can I improve, to keep/ to retain people in my funnel a little bit longer, or at a higher level, so that they convert at the end? Without that, you're just living in your own ignorance, and you have the data, so you must use it. It is so powerful, and sometimes the smallest adjustment can take a failed launch and, you know, flip it one-eighty your next launch, you can bring in you know, 50 new students. So, it's really it is a very cumbersome and time-consuming process sometimes. But do your launch debrief, understand your numbers, understand your data, and make those changes and adjustments for the next time that you launch. Or, you know, every few months, adjust your funnel to optimize it just a little bit more maybe, you know, check out the mobile experience, maybe add a different free opt-in or a download and see how that performs. Entrepreneurship is experimentation. That's it. So, if we just see every day as a way to adjust our experiment and see what works, what's working today, what's not working tomorrow, what is working tomorrow, you know, it's as if we can pivot and adjust constantly, we will come out on top. If we keep things at status quo, just kind of sit and hope and pray that the next one works even though this one didn't work. It's, you know, there, it can work sometimes, but you're just gonna get lucky. We want to have evidence, we want to make good decisions. We want to make educated guesses, right? Your resources are valuable, your time is valuable, your money's valuable, your energy is valuable. So, we want to make sure that we're utilizing all of those things, and really optimizing them to be most efficient. Why? Because you're in this business, because you have a passion for what you do. And you also want a life, right? We are entrepreneurs because we want freedom, we want to be able to make our own schedule, go you know, do things on our own time. And to provide a service and in an ecosystem to help people that doesn't exist. We are innovators. So for you to be able to do that and optimize it to its potential while you also can live a high-quality life, it's imperative that you make improvements when they need to be made. Okay. Okay, I'm done. If you have questions, I am super excited to hear from you. Go to RBLmedia.co, you can fill out the contact form there, RBL.media on Instagram, shoot me a message. I am happy to chat and I will talk to you soon.
In this episode, Pua interviews Jennifer, the founder of Staats Solutions, a successful virtual real estate brokerage management company serving clients nationwide. Jennifer shares her journey from being a realtor to starting her own business after her husband wanted to move. She now runs 20 brokerages with a staff of 12 and plans to offer coaching and master classes for other entrepreneurs.
The conversation focuses on crucial boundary-setting tips for business owners, including setting client expectations and balancing work and personal life. Jennifer provides insights on creating space for self-care and handling emergencies without disruption. The discussion also covers best practices for hiring, delegation, and building a strong team culture in virtual workplaces, with ideas for fostering connections among team members.
The episode concludes with Jennifer's advice for entrepreneurs to take small steps toward their goals by systematizing, automating, or delegating tasks, leading to a more enjoyable and successful entrepreneurial journey. Listeners gain valuable guidance on growing their businesses and improving work-life balance.
About Jennifer Staats
Owner and founder of Staats Solutions, Jennifer is the driving force behind the success of this company. Having spent over a decade in her field, Jennifer has a broad knowledge of real estate. As a licensed agent, she has sold many properties and managed agents and brokers with transactions nationwide. She has also opened multiple businesses and franchises across the U.S. When she finds the time, you can find Jennifer outside, exploring with her two daughters, loving husband, and many animals.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Jennifer Staats | Staats Solutions:
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Transcript:
Jennifer 0:00
Nothing should be an emergency if we can get ahead of it, right? So, if something does come up for a client or something like that, where we kind of do, deem it an emergency, actually take a step back and go, why did that happen? Why did that specific thing happen? And how can we get ahead of it in the future? So, there isn't a bottleneck at the end of the week.
Pualena 0:26
All right. Let's dive right in. I am so thrilled to have Jennifer Staats here on the Course Creators Academy podcast. Welcome, Jennifer, thanks for being here.
Jennifer 0:38
Thanks so much for having me. I'm so excited for our chat today. I've been listening to all of your podcasts and I just love like all the chats you have with everybody.
Pualena 0:47
Oh, thanks. It's so fun. I mean, people are like, what do you, what do you podcast? What does it, like how much money does it make you? And I was like, I probably none. It's just really, really fun. And I get to meet really cool people.
Jennifer 0:59
You get to meet so many awesome people.
Pualena 1:03
Yeah, absolutely. And I'm really excited for our chat. We just briefly for like, I don't know, three minutes, we just had a quick little catch-up. And even then I was like, I can't wait to share you with this audience. Yeah, amazing. Well, I would love for you to just give us a brief introduction of who you are. What is your business? How did you? How did you find yourself in this space? And yeah, please.
Jennifer 1:29
It's such a funny story, because I think I kind of fell into it. But I think a lot of us entrepreneurs kind of fall into it. I was I started off as a realtor. When I was 20, I got my license, I decided to drop out of college, get my real estate license, that's what I was gonna do. And I had the opportunity to start running an office. So, I started while I was selling, also running the operations of a real estate brokerage. I did that for a long time, really liked it, figured out I was really good at it. For some funny reason, like with no degree or anything like that. And my husband said I want to move. Like I don't want to raise our children here. We just had our first child and we're doing the whole rat race thing where we were like salaried employees, we drive back and forth, and with commuting, and he was commuting like two hours each way. And he's like, I want to move, I want to move. And, you know, I was like, I'm a California realtor. I've been running a brokerage here, like, what am I going to do? And so we started to kind of talking about that. And he had the opportunity to move us there. And I said, Okay, well, I'm going to stay here. And I'm going to, I'm going to start a business because I want I don't want to work for someone when I move. And I'm going to work on selling our house while you move there. And I started the business while I had like a six-month-old baby, while I was still working. And it just took off. And my business is running real estate brokerages virtually. So, I really wanted to still be able to manage people's business and like really work on scaling it. And I do it all virtually. And so I moved to Colorado and I already had enough clients to start hiring. And it's just grown from there. And I think we run 20 brokerages and teams now currently, we have a staff of 12. And we run brokerages all across the nation now and it's so fun.
Pualena 3:22
Oh my gosh, isn't that funny how you just sort of like follow an inkling and things just kind of fall into place? Not that there's not challenge, but it's sort of like, signs that you're on the right path. Right?
Jennifer 3:36
Yeah, it was a lot of work. I mean, I was doing stuff that obviously I was still working full time. So, it was like night time, I would take my hour lunch and I'd work before I'd get there early and I do stuff baby would go down, I do stuff. And I had some amazing clients that were super flexible with me because they understood I was starting that they believed in what I was doing. And a bunch of those clients are still with me actually, which is pretty funny. Like they've just stuck with me and they're like, No, I believe in you. I'm your biggest fan. And they're still with me. And it's fun, because now all of our employees are virtual. So, they all get to do the same kind of thing with me. Like they have families where they want to work out or they want to do whatever they want to do or they want to travel. And we all get to do it from home.
Pualena 4:23
That's beautiful. And I think that they have a, I mean it sounds like your people stick with you because you provide a great service and you are a great role model and you walk your talk and I can't wait to dive into so what is it that you do currently and it sounds like you may have a couple of things on the horizon in terms of services for your business and your clients?
Jennifer 4:48
Yeah, so we right now we are focused is operations and marketing and we're very niche now, like we are very niche in the fact that like our client is real estate clients. Only currently, but over the past year, kind of my passion project, haven't been charging for it or doing anything like that. But I've really just been loving helping other business owners, I've always turned down like helping other people. But then as I'm starting to talk to other business owners, I'm able to like help them work through very quickly some of their issues or problems they're having. And I've had multiple other friends or clients or women just be like, Why are you not coaching? Like, why are you not helping other people do this like on a larger scale? And so I think that's something that we're probably going to be releasing in the next few months, we're going to put out some master classes, and probably a little bit of coaching around that. And it's really just a passion project of mine. I think it's just super fun. Because for me, like, I set some pretty heavy boundaries, I work less than 30 hours a week, I don't work on Thursdays, I don't work on weekends, I set business hours, mainly because my clients are realtors, so they're always working. And so I had to set those boundaries very, very early on with them. And now I have people asking me, like, how do you do that? And I'm like, you just set the boundaries, and you work within it. And no one questions it and it’s like the craziest thing. And now I have clients asking like, can we help set up boundaries for me? There's other business owners that are like, Hey, let's talk about what that looks like. And I realized something that like everybody needs right now.
Pualena 6:31
Yeah, let's dive into that. Because it's really heartbreaking to see entrepreneurs starting businesses because they're so passionate about what they do. And to your point, like, a lot of people's clients also work with them, because they believe in their skills and their abilities. And it becomes a double-edged sword where those clients who you want to serve so deeply, there's that like, unwillingness to be the person that lets them down. And so we work ourselves into a point of burnout, where we're letting everybody down, including ourselves. And it's yeah, let's talk about that. Because they, I would really love for people to hear A. like, you don't need it but here's your permission to close your laptop. Right. Like, you don't have to check your phone first thing in the morning, you don't have to respond to that email right away. So what are maybe like three entry-level boundary-setting tips that you would have for a business owner?
Jennifer 7:38
Yeah, I mean, I think from like the very first thing, it just starts with setting expectations. Like from that first, like from my first client console, I mean, now I have a team to back me up, so it's less about that. But for a while, it was like, Hey, my name is Jennifer Staats, I own a company called Staat Solutions. This is what we can do for you. Just so you know, ahead of time. So it's not a surprise, I take Thursdays off, to be a mom and be with my kids. I said that right from day one. And so there's no question when they call me on Thursday, why don't answer. Or sometimes I'll even tell my clients like, Hey, I don't work Thursdays, I'm with my kids, it's my day to like, have the yoga pants, the mamba and the pick the kids up from school to do to take them to baby gym class, all the things. So I'll tell the client like, Hey, if you call me on a Thursday, I'm gonna think it's an emergency. And I will answer the phone. But I will have kids in the back of my car. And I don't normally do stuff like that. And so the calls stop. Like, and I even have clients like call and they'll be like, Oh my God, it's Thursday. I'm so sorry. Like, I know, it's your day off. And it's so funny because it just starts with that first setting those expectations and nobody has a problem with it. They respect it so much. So I would say like that one. And then, like, my husband's been really helpful and in the fact that he helps me kind of set those boundaries. And he reminds me because I'm a total workaholic. So he's setting the boundaries and the only working 30 hours like that doesn't come naturally to me at all. Like I could work 100 hours a week if someone allowed me to. But he reminded me like, Jennifer, when you come home at the end of the day, you are on our time now. Like we need your full attention. And so, it, he makes these funny comments to me of just like, Jennifer, you're on my time because like I go down the route of looking at my phone or something. He's like, What are you doing like, you're on my time now. Is this actually an emergency? Or are you just like in your business right now? And I’m like, it's not an emergency, it doesn't need to be done now it can be done in the morning. So I think it's like setting expectations with clients, but also having your family or your friends also helping you set expectations on the other side of your business. And then I think, like probably the last one is just like really like organizing our time blocking your day. And not time blocking your day and the fact that like, you know, we all do, where we put a bunch of things on our calendar that we don't actually ever do, or we put like, the whole day, we just fill up to be completely coloured. There's no realistic way of you actually doing all those things. It's like organizing your day. So it's creating space for doing more. So being able to let yourself think, go for a walk, like, really allow yourself to get all of those things done and set, I'm gonna say expectations again but set realistic expectations of like what work you can accomplish that day. So that's been really helpful for me because I used to just like, load so many things, there'd be like 30 meetings on my calendar. And by the end of the day, I was burnt. I didn't get anything done, I was completely burnt out, I would almost have to go back to my laptop after dinner because there was like things that actually had to get done. So and I think that's a big thing, too. I mean, I can see all my client's calendars. And I just didn't see the time blocking may put on there. And I know they didn't prospect for three hours. Like they didn't go work out this morning at 5 am. Like don't put it on your calendar, if you're not actually going to do it, put stuff in because it makes you feel bad about yourself too.
Pualena 11:45
Totally, that's I'm so glad you're talking about this because that sort of like scheduling of your entire day has been a tool and a strategy that so many productivity people have shared guidance on. I think there's a certain personality type that it could work for. But for the most part, people do it because they're supposed to. And what I see happening in this is myself to maybe I'll time block two hours to work on a project. And I either don't start right away, or I get distracted, or it takes longer than the two hours. And so everything after that gets bumped, then you've got a call and then everything, right? And I love that you talked about space. And I like to dig into that just a little bit more and figure out like what does that look like? And how do you stay flexible with yourself with the things that kind of come and go during the day? And what are your strategies on how to sort of create a container for the fires and the emergencies so that they're not always pulling you out of your flow?
Jennifer 12:48
Yeah, I mean, that's hard. And I think it depends on like what you quantify as an emergency. Because I think with all of us, we're so passionate about our business, that everything almost feels like an emergency, you know? Like, I have to answer that email, I have to answer that phone call, I have to do that thing. And we always approach at Staat Solutions, we approach the fact of like, nothing should be an emergency, if we can get ahead of it. Right? So if something does come up for a client or something like that, where we kind of do, deem it an emergency, actually, take a step back and go, Why did that happen? Like, why did that specific thing happen? And how can we get ahead of it in the future? So there isn't a bottleneck, at the end of the week, or the first of the month, we have way too many client intakes or something like that. Like, I like to look at it like that, because to me that it's usually something that we can prevent. On the other side of it, I actually think that creating a little bit of space does allow for some of those emergencies, right, where there's something that comes up that takes longer. But now you had given yourself an extra hour or two throughout the day to work on a training or create content or something. And now you kind of have a little bit of flexibility where you're not like, Why have meetings like I can't cancel the meetings with people I've booked. You know, there's no, there's nothing I can do with that. And so now all of a sudden, like, I've talked to a bunch of business owners that are like, Yeah, I put the kids to bed and then I sit there and I work on emails while my husband watches TV for like three hours. And then I wake back up at 5 am. And I'm like, that's not a sustainable business model. Like you're not spending any time with your husband. And you're going to totally get burnt out. I mean, I know we all do it. We 100% all do it. I mean heck, I worked last night until like 11 but that sounds like a normal thing for me. And I think a lot of it's yeah, just creating a little bit of space in your day, but then also being able to figure out is this really an emergency. Whatever we are thinking in our mind, that email, that phone call, could it wait till tomorrow? Could there just be a proper expectation I set with that person that called that said, hey, I'll just give you a call first thing in the morning. I think are all things you just have to think through. Otherwise, it's so easy to get overwhelmed.
Pualena 15:19
Absolutely. I love that distinction. And you're so right, like something can feel very emergent to us. Because we just want to serve our clients, we want to make sure that they're happy. And sometimes other people's priorities can feel like they're more important than our own. So it's definitely a good thing to reflect on.
Jennifer 15:37
I know we've all been on like vacation or something, we see that call come in, we're like, we have to take this. Do you really? Because I promise you, if you take it tomorrow, it's probably fine. Like, you know?
Pualena 15:48
Totally, I always tell my team like, if there's something that comes through, or you know, they have something on their to-do list, and they can't get to it today, nothing in this world is an emergency, very few things, right? Like maybe the clients launching neck in the hour, and something needs to be done. Most of the time, that's not true. And I'm always like, do it tomorrow, just communicate, like, Hey, I'm not gonna get this to this today. And yet, it's hard for me to take that advice and like, put it to practice myself. So this was a great reminder. Thank you.
Jennifer 16:22
I mean, it is just hard. I mean, we all look at like, I'm a big thing of like, all the little red dots on my phone, like drive me insane. I can't leave emails unread all the stuff. So it's really hard for me to, like, really practice it. But it's almost necessary because otherwise I go home, I'm working, then my kids complain, or say, Mommy, why are you always on your phone, then I feel guilty. Then I go to work and I feel guilty. It's like, you have to create that space for yourself, whatever fills your bucket, you almost have to, to be able to go and really serve your clients whenever you're doing.
Pualena 16:59
Absolutely. And I always say to like I, as someone else's client, I want to know that that service provider is happy and feels good and is living a full life like I don't want to be the source of their stress or the reason they don't sleep. And so I think remembering that people are your clients are humans too, and they want the best for you. Because they know that if you're happy, you are providing a better service for them. So that’s some good reminders. I love it. And on this note, I would love to dive into a conversation around, you know, when we are feeling overwhelmed, and we're realizing that maybe we're overwhelmed, either because, you know, we may have some adjustments to make in our schedule or our workload, or perhaps our business has grown so much that we're ready to bring on support. And hiring has been, it's a big conversation and it always will be for entrepreneurs. And I'd love any thoughts or guidance that you might have around great, you know, best practices for hiring, as well as some things that we might fall into that we should probably look to avoid.
Jennifer 18:11
Yeah. I've become a–
Pualena 18:13
Big subject, big question.
Jennifer 18:15
I've been like the master at this, because I just I think I jumped into it really quickly and just learned all the wrong things to do. And from that, we've built a team of amazing people that, you know, we really have a team that sticks around fairly long term. Some of my staff has been with me for four or five years now they've moved to different countries during their employment with me, and they've grown the business with me. And I mean, I think, like, for me, when I needed help, because I took on a bunch of clients, and I was like in the middle of moving and I was like, Oh my gosh, like I need to start hiring and finding people to help me. And at first, it was in a support role, where I really just needed support with some of the work I was doing. They didn't really have any direct contact with my clients. I just had to start figuring out like, what I needed, what can I delegate out. And what I work with, with a lot of our clients now is I actually do this whole exercise with them, which is kind of funny, it sounds so old school, but I'm like, take a yellow pad, put it on your desk right here. And every time you're working on something that you think could be delegated/taught, someone could maybe do it better than you write it down for it all down. And then after about like a week or two, you're going to look at that list and you're going to kind of see is there a big chunk that you think you can delegate out to one person? That's very important because I think most people make the mistake of just being like, Oh, I'm just gonna hire one person and they're gonna do it all. No, they're probably not, they might but they're probably not like they're one person is probably not going to do, make your reels, do your accounting and bathe your dog, like it's not realistic and needs to be like one person. Or you need to hire like a contractor for all the little things. But I like to just start with like that one thing. So for with our real estate brokerages, a lot of time, it's one position, which is a transaction coordinator. So we're like, let's get that a big chunk of your stuff off your plate first, and then we can work on all the little things. So figuring out what you're hiring for first would definitely be the first thing. And then the second thing and people don't really don't think about this is that you need to make sure that you have the space and the time to work with your new hire. If it's not like a CPA or something that already knows what they're doing exactly. If they're working in your business, you need to make sure you have the time to spend with this person. Not only to train them, because obviously that's super important, but get to know them. Like, especially in a virtual business. Because I see this more often than not where people hire a VA and stuff like that. They're like, here, like, do all this. And they wonder why they have high turnover. Because they never once asked about their family. How are you today? Are you feeling fulfilled by the work you're working on? And then they come to me and they're like, you know, Jennifer, I just, I can't keep a VA longer than 30 days. And they're just not doing their job and blah, blah. And I'm like, when's the last time you checked in with them or like treated like them? Like they're part of their your team? And they're like, Oh, what an interesting thought. And I'm like, wouldn't you like if, if the person was sitting next to you? Wouldn't you have maybe taken them to lunch? Or like bought them a coffee? Or ask them a question? Yeah, I would have, like, it's the same thing. It's the same idea. So, I mean, I'm a virtual company, we provide virtual services for all of our clients. So that's big for us. Like we do a lot of video calls and check-ins. We do like gifts for our clients. I do gifts for my employees to make sure like we're all really engaged, they're feeling like they're getting to know the client. They're not just sitting at home full time not communicating with anyone. So space is a big one. And make sure you have systems they can actually plug into and actually work in. So like a lot of our clients in the beginning, they're like, Well, I have a file folder back here with all of my transaction documents. And I'm like, well, that doesn't actually help me at all. I'm never gonna go to your office. So I need a system that like is easy for us to work together to build your business. So you have to make sure that there's ways of communicating training and systems. And you can do that really easily without making it this big. People think of like SOPs and training is like this huge, crazy project. And it's like, no, every time you train your VA, maybe record it, put it somewhere, it doesn't need to be this big, fancy branded thing, it can be, but you take it piece by piece. So I mean, those are a couple things that I see people get hung up on is like choosing the right person, making sure you can train them and then actually training them.
Pualena 23:23
That's brilliant. I feel like just that alone is going to save people a ton of time. If not only, you know, having a more efficient team and hiring better people. But firing is the worst thing in the whole wide world. So if we can avoid doing that.
Jennifer 23:41
The worst, it's 100% the worst. Luckily I haven't had to deal with that very often. But man, you just, you want to really pick the right person and have them stick around long term. So you don't have that turnover. Because it's so hard in any business owner and you get invested in this person they leave. But you want to make sure you're doing everything you can and then do everything you can, so it's repeatable. So if you're making training for this person, I like to always make sure that's stored somewhere. There's replicable system somewhere. So if this person, I don't like to say leaves, but if we promote them throughout the company, and we have to move someone in underneath them, we can very easily.
Pualena 24:26
That's brilliant. I love that so much. And it's so true. I think sometimes in the heat of the moment, like, especially in the energy of overwhelm. And that reminds me, I have a follow-up question around that sort of mindset. But like, it can be very tempting to hire very quickly to just get stuff off your plate and like, Okay, here's the VA, they've been a VA for a while, so they can look at my website, understand my business, love it as much as I do and then know what to do. It’s like, it sounds crazy. But I've been there and I know other people have to. So you know, getting to know people. I think just hearing that from you and knowing that is like, it's important to remember that our team, our virtual team members are people and teams are like family, especially for small businesses and entrepreneurs. And when we want people to be bought into what it is that we do, and what we're all about, that connection is so key. So thank you for sharing that.
Jennifer 25:29
Yeah, it's really important. I mean, I think it just it gives them a sense of fulfillment, and wants them to really like buy into the culture. But then I also feel like their work is better too, like when I have an employee that really understands what we are trying to do. My marketing is better, my systems are better, the meetings with my clients are better, because like, the, my team member gets it, like they get everything we're about. And I'll be on a meeting and I'm like, Yes, that was awesome. Like, that's exactly how I would have said or even better. But that would they wouldn't get that if they didn't spend time with you and really understand your message. So.
Pualena 26:15
Absolutely. What would you say is sort of the ideal cadence for connection calls or checking calls or, you know, standing meetings just to make sure that those relationships are strengthened?
Jennifer 26:28
I think it's different for every single person, I think it really truly is, because I've had some employees that that was very important to them, like they needed face-to-face time. And I can feel tha,t I can see that I can, I can see their messages in Slack. And I just know they're off. And I know, they just need a phone call. Where I have other employees that they just really want to just do their work, they find meetings to kind of be like waste of time, I'll ping them. I've realized I have a couple of employees that really find gifs to be really funny. Like they just that's how they communicate for some reason, like they've just so I actually like put like a plugin into our Slack account, so they could all communicate with gifs. So I probably don't have like, let's say a regular other than like, every 90 days, we'll do like an actual check in like official one hour you and me, we're here. But we do like group huddles, we do team meetings. So there's kind of like a, we have different methods of checking in with each other, whether video or chat, or even like internally. We just did I thought it was gonna fall flat. But everyone loved it. We did like an hour-long trivia thing. The teams thought it was like the best check-in ever. And they all got to know each other because they figured out like, who got the answers for what, right? And like, who was all these things? So I would say like, use your intuition. Like, obviously, don't overdo it, because you're going to set yourself up for failure. But I would say like, just put on your calendar that you're going to check in once a week, or you're in check in once a month or that so there's a normal cadence to it. But then if you feel like something's off, check-in. Or, hey, you just had a baby. How are you? I heard this it like normal stuff. Just a ping them.
Pualena 28:28
Yeah, that's awesome. I love, your approach is so approachable. It's, yeah, like I think it's advice that everybody can sort of take in bite-sized pieces and not feel overwhelmed. And I just I appreciate it so much.
Jennifer 28:47
I don't do anything crazy, HR-wise, or whatever. I'm not like you have to do this many touchpoints to every single person, it's just like, Hey, make sure that everyone's still building culture internally and I tell my team leads the same thing. Like they'll do little quick 15-minute huddles with their team just to make sure everyone's engaged. And we do that with my clients to like, Hey, you have staff also, are you checking in with your TC, how are your agents doing? We do kind of the same thing like goal setting, check-ins, huddles, team meetings, it's kind of like the same flow with each but not like exact.
Pualena 29:24
I love that. And I think playing is so key also in creating those experiences together and then shared, not necessarily so I recently did a team training and someone called hold it trauma bonding. Like, is this traumatic for you? Like this is a nonprofit organization that I volunteer with and we went to a one of those escape rooms and someone just had like, a terrible time like they just they were like this is so difficult like I'm so frustrated. But it was funny and like that, you know, it became this like, funny thing where like, don't ask this person to solve a code, you know. And it's something that can create that shared experience outside of the context of work that actually helps to bring people together. And I think we forget about that, because we're so deep in like, everything that has to happen every day for this machine to keep moving or working. And yeah, I love that you said that.
Jennifer 30:30
So funny, trauma bonding. And we’ve done a couple things and it doesn't always hit the mark. Right? So like trivia hit was a big success. I thought it was going to, I don't like trivia. So I was like, oh, it's gonna be awful. They had a lot of fun. I didn't get any of the answers, right, which was super funny as the business owner because like, they all kicked my butt. I also did one recently or probably a couple months ago that we like we did a craft together. Like we made signs, I had like custom signs that for everybody that they got to paint. Total dud. Total dud, but it was funny, because they all got to laugh at how bad their signs were. So I mean, it's just like the little things of showing you care. And then they get to know each other's personalities, too.
Pualena 31:12
Yeah, it's something in the virtual space that I think can be implemented more, and it requires us to be a little bit creative. Because you know, you take an office out for a night of bowling, and that's one thing, but virtual trivia sounds amazing. Oh, that is so awesome. Well, I am Oh, I did want to ask. So when we are feeling super overwhelmed, and we decide, I have all these things on my plate, this is how I'm strategically going to hire. And the hiring process can be a little bit lengthy. And there's that whole, like, hire slow, fire fast kind of thing. Do you have any guidance around sort of navigating that space where like you're hiring, because you just don't have time? And yet, you're about to put a lot more time on your schedule to train to connect with your new hire, to make sure that you're talking to enough candidates that you're hiring the right person? What are your thoughts and guidance around that?
Jennifer 32:20
That's hard. Because yeah, you are coming from a space of probably either getting ready to launch something or you are really busy, or you have some sort of life event that's making you need to like step back a little bit. You need to plan for it, one. So I like to kind of look at it like okay, maybe I am going to batch shoot all of my content right now. So I have more space to do that over the next couple of weeks. Because I know I'm going to be hiring or wherever that like extra time in your business that maybe you write a lot like maybe you blog or something like that, is that something that you can maybe do more of to kind of batch and get that off of your list. Or maybe for the next three weeks, you don't prospect as much like there needs to be something that kind of gives, in my opinion, if you're going to be going into that because it is going to be more work. There's no if ands or buts about it, it will but there's tools that you can use when you're hiring to kind of take that legwork off, we use a tool called WizeHire. And so we run all of our job ads through WizeHire. I use it for all of our clients, I use it for Staats, and it allows me to filter through like our last job posting, we posted I think for Staats got 6,000 applicants in a series of four days. I mean, Whoa, number one, right? Like, whoa, but WizeHire actually like allows us to ask a series of questions. They put their resume in, they can put all these things in, I can filter people out based on their answers to the questions. And then it also like filters them by like their personality tests they took. That allows me to like really filter out the people that I know wouldn't be a good fit. Like if it's like, I'm hiring for an operations manager for a real estate company and they put they have no real estate experience. Okay, I can X out like 7,000 people just by hitting that little button, I can go through that. So that will save people a lot of money, like a lot of time, effort. And I've actually found a lot of business owners it saves them a lot of money because they've been running a lot of ads and stuff like that to try to get applicants and filter through them or use recruiters and you can use a tool like that to save a ton of time and then it also organizes all your applicants really nicely. So you can move them through like the funnel and like the interview process, and then be strategic about who you're interviewing. Like I have a bad habit of like wanting to interview like 20 different people. And then I want to talk to them each for an hour. And like hear their entire life story and I feel for them, and then I'm starting to care about them already. And I'm like, I need to hire all of you. It's like, No, you need to be like really strategic. So if there's like questions you want to ask, maybe you do that before the interview to try to filter them out a little bit. Now, a lot of times, I might have one of my team members do a couple of the calls before I get to them, just to say, Hey, can you do a couple quick phone calls to see if like, you know, you can ask them like three different questions and see if we can't narrow down to the top three. So there's different things you can do to try to like make it not so crazy of a process. We've done with marketers, we've done like a test before we did an actual interview, like, Hey, can you send me samples? Or, hey, if I gave you these, this branding, and these different data points, what kind of social media graphic would you put together, shoot it back. And that filters out a lot of people because they're like, Yeah, I'm a graphic designer, and I get it back. And I'm like, You're not a graphic designer at all? Like, that's no, you're not. So there's just different things you can do so you save yourself some time.
Pualena 36:03
I love that. That tool, and we'll link to it in the show notes, if you have like a link that you want to share, feel free. Thank you. And I think that's really, really helpful, because part of the challenge with hiring is like, how do you direct a job listing on your website to a group of people that could potentially be a good fit? That alone is a really tall task and it can be challenging, especially right? Like if you don't have an ADS budget, or a network of people that you can ask to share that application or so that resource, I think is gold.
Jennifer 36:43
It’s super hard. And it really is. I mean, it was overwhelming when I first started, like, I'm like, how am I gonna go through all of these people and find like the right one? And I don't even know how I found that. But I think someone was like, Oh, you use this tool. And I'm like, Oh, what, like that's insane. Like, it's that simple, right? And it just helps you filter everyone out, you can organize it. And then it allows you to like, pause when you're not hiring so that it doesn't cost money while you're not using it.
Pualena 37:12
Oh nice, and you can sort of save that job listing for future hires?
Jennifer 37:14
Yep.
Pualena 37:15
Awesome.
Jennifer 37:15
Super cool.
Pualena 37:16
That's incredible. We will link to that for sure. Amazing. Well, you are a wealth of knowledge in so many ways, in addition to the services that you provide, and I am so grateful. I can't wait for people to hear this episode. And if there is somebody out there, they are an entrepreneur, and maybe they have a small team, maybe they are, they don't even have to be new, like so many established business owners still have these same challenges. What is some advice that you would share with them on just helping them to keep on going and to, you know, maybe some small shifts that they could make to make their life a little bit lighter and a little bit more enjoyable?
Jennifer 38:02
Yeah, I like to look at everything and like really small little stepping stones. So like, what are you working towards? And like, what little things can we do to like, get something off of your plate, make something more efficient? The little things, because I think so many of us get overwhelmed because we're looking at this big huge thing we're working towards. And it's like, wait a second, let's look at the things that you're doing today that maybe we can just systematize or automate or delegate out. And that right there, it's like we can all of a sudden, we find 10 hours extra a week. And we're like, Wait a second. What has happened here? Like what did I do? So I think just taking it step by step and just looking at like, what your issues are and like where are you spending most of your time, and I can almost guarantee there's something in there that we can systematize automate or delegate out, one of the three or all three.
Pualena 38:55
Really brilliant. I love it, slow down to speed up, right? Awesome. Well, I can only imagine that people are gonna listen to this and say, oh my gosh, how can I get in touch with Jennifer? How can I, you know, connect with you work with you follow you on social media? What are the all of the best places for people to connect with you?
Jennifer 39:15
Yeah, I mean, I'm pretty active on Instagram. You can follow me @jennifertherealtor.com. You should go follow me because usually there's always goat pictures and stuff like that on my private Instagram so and I all, you know, I'm always happy to like jump on a call. I love doing coffee chats with other entrepreneurs or just I could do like a quick voice clip of like what I would do in a situation. I'm always there to help.
Pualena 39:38
Brilliant. That is so awesome and generous. I hope. I really hope people take you up on that because you are, the way your brain works and the way that you see this space is very refreshing. It's unique and it's very it's well rounded. You know, it's not you're not like all about the hustle. You understand that things need to get done. People have business, they love their clients and we are humans. We must take care of each other. We must take care of ourselves. And I just love that that's what you're all about. So, thank you so much for sharing today.
Jennifer 40:11
Thanks for having me. It was so fun.
Pualena 40:15
Absolutely. We will stay connected and chat soon for sure.
Jennifer 40:19
Talk to you soon. Thank you.
In this episode, Kate De Palma, the owner of Scented Designs, shares her journey from being an English teacher to founding her candle company. She emphasizes the importance of following one's passion and facing fears during transitions. Kate educates listeners on the benefits of using eco-friendly soy wax in candles. She offers tips for choosing safe and high-quality candles.
The episode delves into the significance of two-way engagement for product-based businesses and building a strong connection with customers. Kate also discusses how personalized gifts and custom scents can elevate a service-based business's customer experience. The importance of surrounding oneself with supportive communities and mentors is highlighted. Kate offers valuable advice for aspiring product-based entrepreneurs. The episode concludes with Kate providing a special offer for listeners interested in exploring candles for their businesses.
About Kate De Palma
Kate is the founder and owner of Scented Designs, a woman-run candle company in San Jose, California. She grew up in the San Francisco Bay Area and is a lover of books, fashion, travel, and board games. Kate was an English major and an English teacher for 8 years. Scented Designs was born in 2016 after Kate had been making candles as a hobby for a few years. She could only burn so many candles herself, and her friends and family were in the same boat. So, when a space opened up at a local craft boutique that Kate had frequented with her mom as a kid (in the days before Etsy...), She brought in her candles and snagged her first brick-and-mortar retail opportunity.
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Contact Pua Pakele | RBL Media:
Contact Kate De Palma | Scented Designs:
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Transcript:
Kate 0:00
Surround yourself with people who are farther along in the journey than you are because they're going to help you feel less fearful around taking the next steps, which we were talking about earlier, and at the same time not being intimidated by their success or where they are because their journey is not your journey.
Pualena 0:24
We are live, sort of, we're not actually live. But we're recording. And I am so grateful to be here with Kate, Kate De Palma did I get that right? Amazing. And I will let you introduce yourself and all the incredible things that you do. And I just want to give a little bit of a teaser, that Kate is a, one of the few product-based businesses that have joined us on the podcast, at least up until now. That's very exciting to me for many reasons. And I'm sure we'll dive into all of those as we go. So, I will let you introduce yourself. What do you do? How did you get to where you are today?
Kate 1:04
Well, first of all, thanks so much for having me on your show. I'm so excited to be here. And like you said, it is a little bit different for me as a product-based business to be chatting with you today. But I think there's so much crossover. So, I'm really excited about that. But I am the founder of a candle company. It's called Scented Designs and we're based in San Jose, California. And we're all about clean crafted candles. And we started out primarily for retail and then since then have moved into the wholesale space, and then also into the client gifting, corporate gifting, you know, special events in your life space, trying to do it all really. But I started out as a teacher, actually. So, this was a complete one-eighty for me, jumping into starting a business. And that's happened, I launched the business in 2016. So, it's been all of a sudden and number of years, but a side hustle for most of those. So, transitioning into full-time was a whole thing too.
Pualena 2:05
Oh, I can't wait to dig into that. That's amazing. So, you're fully full-time. This is all you do now.
Kate 2:10
That is correct.
Pualena 2:11
All you do, I just did that in hand quotes because we all know.
Kate 2:16
Capital letters, that I do.
Pualena 2:19
Yeah, amazing. That's awesome. What was that transition like? Like if somebody with a lot of people who are like, I just want to do my passion project full time. There's fear there. There's a lot of conflicting guidance out there. So, what was that like for you? And what would you share with somebody who might be in that space?
Kate 2:38
I would say there's definitely fear. You have to kind of reframe that fear and look at it as excitement and opportunity instead. And I say that because I actually left my teaching job twice to run the business. And the first time I did it, I ran the business full-time for about two years and I got scared. And I went back to teaching and I kept up running the business, kind of as a side hustle. Because I really loved it. And I cared a lot about it, I just, that idea of overnight success, being able to make it and pay your bills right away. That wasn't happening for me. And I essentially freaked out, I got scared and I went back to my day job. And it wasn't after a couple more years of running it as a side hustle, watching it continue to grow, doing all these different things to get it to grow, that I kind of took a second look at it and realized, you know what, this is something that I can do. And on the one hand, the journey I've been on, I wouldn't change it. That's just what it is. And my second batch of teaching, I met a lot of wonderful colleagues and kids. But I also at the same time kind of regret not sticking with it the first time because I felt like, you know, that was a couple of years lost where I could have made these great strides if I had had the confidence and didn't give in to that fear. So, I think it's the fear is there. It's going to be like with any big leap in life, but it's just thinking about weighing it, is it? Is it worth it? Would the change that is going to bring it into your life, is that worth the risk? Is it worth kind of tackling that fear? And for me, it took it took me two times. And I would say it has ultimately been totally worth it. And I don't have any plans to go back.
Pualena 4:39
That's amazing. Thank you for sharing that. I think it's worth hearing that it's not, you're not like giving up or surrendering or submitting to failure if you go back and just make sure that you're taken care of. And I think that there's a lot of I mean, you know, let me know what your experience was. But I feel like there's a lot of clarity that comes when you're not in that, like, stressed-out financial hustle mode all the time, and you can just breathe. You've got that paycheck coming in. Yeah, you have a little less time. But you can also make decisions from a place of like, do I really want to be doing this? Is this where I want to be? You know, it's a lot of people feel like they are giving up, you're like, God, it just didn't work. That's it, I'm going back into corporate, my dream is dead. And you know, it's sometimes that's part of the journey.
Kate 5:35
Absolutely. And I think what you said about the finances part, and obviously, we all need to pay our bills, we all money matters. And it is, it's true making decisions about your business, when it's not coming from that place of fear, or that place of financial scarcity, where you are able to look at it a little bit differently. And that did make a difference for me.
Pualena 6:00
Beautiful. Well, you are doing the thing now, and I was on your website earlier, I am a big candle fan. And I just was, yeah, and I love that you... Let's, I know that this is geared towards sort of business development, we're gonna get into all of that. But I want to ask, you know, what is? What about candles sort of drew you into wanting to create an entire ecosystem around that product? And you know, soy wax is a thing that people are sort of looking for, but maybe might not know a whole lot about. And there's like wax blends and soy blends. And I would love to sort of learn just about your product and why you love it and why it's unique to what you do?
Kate 6:46
One of my favourite things to talk about. So, yes, of course. One of the reasons I got into candlemaking was because I loved the kind of tactile feel of it. I mean, very sensory, very, in a world that's so digital, even as a teacher, so there was so much on the computer, and I wanted something to do with my hands, something to do after school that was not stressful and not grading papers. So, I just picked it up as a hobby, and I kind of fell in love with it. Like, I'm a candle lover as well, just the ambiance and the, again, the sensory element of it. And I just loved getting to work with the different scents and blend them and you'll learn how to create a really nice candle and learn about the different types of waxes and oils and materials that were available. Because the candles because they're everywhere, right? I mean, I've I have a lot of candles in my house, but everyone I know, you know, maybe you have a candle laying around your house. So, they're kind of everywhere. And despite that, we don't know a lot necessarily about where they came from, what goes into them, how they were made, you know what we're actually putting into our air when we burned them. We just kind of accept that that's the candle we have and we're gonna burn it and you know, that's that, but when you delve into it, and especially, I've now been making candles for over a decade, which is kind of crazy to say. I've seen the evolution of the raw supplies even just from 10 years ago, the oils that were available and how clean burning they were versus what's available now has definitely evolved. And there, I think there does need to be more education around the different types of wax and what I was just saying about the ingredients that we're putting in our candles and burning in our air.
Pualena 8:42
I love it and so what would you say because like I have always been that person you go to Target and you see that you go down the candle aisle and you're like oh my god this smells so good. You bring it home, you don't really think about it you you love the way that it makes your home smell. What should we be looking for sort of as red flags and also as things that we may want to prioritize when we're looking at things like candles?
Kate 9:11
Obviously scent matters. I mean, I agree, show me some of those smells amazing and I'm all in but a lot of the kind of more widely commercially available candles like the ones at Target or Bath and Bodyworks, Andy candle. A lot of them are made with paraffin wax and kind of what we've learned a little bit more about is paraffin is a petroleum byproduct. So, the, there's toxins in that wax that when burned basically releases the same kind of compounds as what's found in diesel fumes. And that includes, I know yucky right, and that includes a number of known carcinogens. So, with the industry is trying to move I think in a sense towards more plant-based waxes. Here at Scented Designs, we use soy wax, which comes from soybeans, it's a cleaner burning wax, it's biodegradable, it comes from a renewable resource, it burns really clean and it burns longer too. So, you actually get more bang for your buck with the same size candle. So, it's a little bit more efficient in that sense, too. But coconut wax is another one. One thing to look out for as a consumer is, if it says soy wax blend, this is my hot insider tip here is that for it to be called a soy candle or soy blend, it only needs to be 51% soy. So, it could be a para/soy blend and have the paraffin in it because I think it is cheaper to source. So, look for that paraffin-free candle or soy 100%, soy candle, natural soy candle, something like that is one of my one of my tips for consumers.
Pualena 10:52
Good to know, I feel like again, like this kind of education is, I don’t know, no not many people wake up and they're like, I wonder what kind of waxes in my candles?
Kate 11:02
Right? There's no reason to, but that appeals to my teacher heart too, I would say that.
Pualena 11:08
Totally, and that was like, I am so excited that we're going in this direction. Because I mean, it's the Course Creators Academy podcast. And even if you don't have a course, like it is education based, right? Like we're all using our experiences to provide some sort of education for people that may not already exist. So, I'm curious, how do you provide, you know, these little tips or educational bits for people to just like, you know, I think it's hard because we don't want to get up on a soapbox or a wax box. Like, you know, just preach and preach and preach. And people will be like, can she just stop already? But it is important. And I think it's it's kind of tricky, because this is not something that's top of mind. But as you said, most homes have candles. So, it's this sort of like sneaky toxin that's in all of our homes. And it's worth talking about.
Kate 12:05
Absolutely and when I first started the business, I did a lot of in-person markets, just you know, craft fairs and pop-ups and stuff like that. And that was cool because it really gave me the opportunity to talk with my customers and tell them these things we're talking about here and give them candle care tips and do's and don'ts and just recommendations and having to then take kind of that interaction and translate it to a website to the online space. How do you do that? And definitely a work in progress. But things like blog posts, things like I mean, social media is such a great way to interact with the audience and have your videos and your tips. And you know, asking them questions about, you know how they prefer to burn a candle or when or, I think there's, it's so important to still be making that connection. And even something simple like not just what goes in the candle, but how to burn the candle. One thing I would talk about a lot is you see candles that tunnel that have sort of that they kind of burned down around the wick and they don't burn all that wax around the edge. And people seen it but they don't know why it happens. So, even something super simple. And I put this on the little matchboxes that I give out, you know with each purchase and it's basically burn the candle long enough for the wax to melt to the edge of the container because wax has memory, especially soy wax because it's a softer wax, so, you can't just burn it for 10 minutes, then blow it out because you only have a little melt pool and the next time it's just gonna burn straight down that wick so you gotta have that first burn, have patience, let it burn, let it enjoy. The cent will get better, stronger also anyway. So, that's just kind of one example of, here, let me give you, I'm creating this product and helping you get the most out of it too.
Pualena 14:09
Beautiful and that's what I want to dive into today. Like the most epic transition ever. Cause I think with products and even services right, like I have a web design service and I could potentially create somebody's website, hand it off, say peace out and go about my business or we can provide education, maintenance tips like ways to I never do that I am so all of my candles are just pits. Question selfishly, if you've already done that to your candles, is it too late to fix it?
Kate 14:46
You know, I don't know how official this is but I totally will just take a spoon and kind of scrape off some of that extra wax around the edge. Not official but–
Pualena 14:56
Good to know.
Kate 14:57
–and then if you have a little like wax smelter or something you can then take some of that extra little wax from the candle and just melt it in your in your little melter. So, it doesn't totally go to waste.
Pualena 15:07
Brilliant, thank you, I feel satisfied. No, but I love that. Yeah, it's and right, like these are, these are little tips and it's almost. So, I was at a conference a couple of weeks ago, about a month ago now. And somebody spoke about community versus audience and sort of the differences between the two. And she said, what did she say, I have it in my notebook right here, I'm going to make some noise as I look at it, but basically, it's like engagement versus like, one-way communication was essentially what she said. And for product-based businesses, what I'm seeing is a lot more two-way engagement. So, there's a lot more like community around the product. And you may not need to have like a full-blown Facebook group or whatever that looks like. But social media, live videos, you know, reels. We get to learn what our clients and our customers are wanting to learn or have questions about. Or you can like, what I keep seeing over and over again, is people who have products, who share a little bit about how to use it, or how they made it or, you know, some sort of background that triggers engagement, and it opens a conversation. Have you experienced this?
Kate 16:30
100%? Actually, it's funny, I just responded to a comment on my Instagram, where was someone saying, thanks so much for sharing the process. It's cool to see how you make these. And not only did that give me a way to connect with people, but it's cool, because as a small business, the kinds of things I'm promoting are woman-owned, handcrafted in the US, eco-friendly and just to be able to kind of show that and put your money where your mouth is like if these are the things I'm selling the product as or the you know, under these labels, I need to show that I need to like show them why it matters that we're women-owned, why it matters that they're handcrafted, what that means, and being able to get their responses and hear that they think that's cool, and what their questions are about the process that all just makes, I don't know, it's a story, we're creating a story together. And that is invaluable and fun.
Pualena 17:36
Absolutely, absolutely. And I, so the quote was an audience is a monologue and a community is a dialogue. So, when we can take our audience and like, you know, these seemingly one-way channels like Instagram, and create a dialogue there, you start to create a community, even on a space that was designed for one single direction communication. So, I love that. And I think that engagement from you really matters because there are probably 100 conscious candle-making companies right, trying to do the same thing, getting, you know, good quality ingredients into people's homes. So, you are what people are buying, they're buying candles by Kate, they're not buying candles, right? And that. So, I just bought this like underwater housing for my phone, because I'm going to Tahiti. And I post it, It's become this like thing, I looked for weeks on how I could either house my camera or house, my phone. But I knew I needed something to take pictures underwater. And I did all this research and I found this company. They're in South Africa. And I took it out to test it over the weekend. And I posted on my Instagram story and I tagged them. And they commented back and said, make sure that you put the water droplet spray on the dome. So, it's just like it's a housing with this big dome. So, not only do they see my tag, and they like, hearted it or whatever. But they engaged, a real person saw something that I was doing wrong, and they gave me a solution. And that felt amazing. It makes you feel like the company cares, it makes you feel like they are not just in it for the money that they're providing a quality of service and that they are passionate about what they do. So much so that they are just helping this little nobody who is just posting and tagging, you know, and the fact that you hear and listen to the people that are engaging with you and then provide solutions and answers to them. Regardless of who they are. They don't have to be an influencer for you to pay attention to them. That is so valuable.
Kate 19:56
Yeah, I love that story too, that you just shared because it is and I feel the same way with it's that back to that candle burning, and I want you to get the most out of it, I want you to get your money's worth and get that big beautiful burn and big beautiful fragrance. And the best way to do it is, you know, here's the tip for that.
Pualena 20:13
Yeah, that's incredible. I love that. So, when we're talking about having a business for you, it's creating products that potentially like you could explode. I'm sure you already have actually, how do, like we talk to a lot of course creators and online entrepreneurs with digital products and how they plan to scale? So, a lot of people who do sort of like coaching or service-based things who are looking to scale through e-learning, it seems to be an economical alternative to hiring. Right? So like, instead of hiring more coaches, you create an online course so that you can essentially duplicate yourself. For products, you know, what does that scaling journey look like for you? And how would that, like what parts of your business might you be thinking about scaling that people with products might not think about? Like, obviously, you want to scale the actual product to make that really efficient and what and what that looks like. And are there other parts of your business that you're looking to expand? Or, you know, create content around? What does that look like for you?
Kate 21:24
It's been a journey as I'm sure you're aware, and yes, definitely some differences with the actual creation of the product, but so much of it, too, is what's online as well. So, responding to email inquiries and having social media just the back and forth on custom orders and what they're looking for, answering questions that people might have. Visibility just getting out there in front of people. website maintenance, email marketing, there's a lot that is also that, you know, any business owner needs to do to be visible and make the sales and keep the customer retention and ascension. So, work in progress for sure. But some of the first people I hired besides like photographer kind of, you know, contract for one-off projects, photographer videographer, but some of the first people I hired were a virtual assistant just to help me keep up with the emails and the inquiries, an online business manager to help me organize launches and email marketing and content creation, oh, my goodness, that is a never-ending: blog posts and SEO and keywords and product listings and photos for the products. And so, getting people to help me kind of with all that stuff on the website, and the email marketing and the sales funnels and the customer CRM stuff. I'll go back to the I was a teacher, I have no experience with any of this, really. So, just getting people to help me with that. And having a business coach and a community of other business owners to really help me elevate and accelerate my business and my scaling. So, I made a big list of all the tasks I was doing. And I made of those, which ones do I enjoy doing, which ones am I good at, which ones are the income-producing ones? And then from there, I started to delegate.
Pualena 23:32
Epic, like the last like three minutes, I hope everybody goes back and listens to that like four times.
Kate 22:35
They might need to because I was all over the place, but…
Pualena 22:41
No, you said, I mean, so, basically what I'm hearing is like, you are a business owner, and these are the things that you have on your plate, regardless of what you do. Courses, coach, products, all of those things are things that we all hopefully are doing or should be doing. And it's a lot, but we all do it at first. And then you're like, oh, fast track to burnout, who's the first person I should hire? And a lot of times we get that wrong. And we hire where we think we need to hire and it doesn't help us. You're like, why am I still doing everything, I have helped now. So, what are your thoughts? I love that tip too, just take note of everything that you do. A lot of times people are like, I don't have time to do that, like well, make the time or else you're gonna keep doing it forever. And yeah, that's brilliant. So, when you, looking back on your journey and your sort of hiring process, if you feel comfortable sharing, like, what mistakes did you make in the hiring process? And where would you recommend somebody who is listening, they're like, yes, this is exactly where I am and I want to make sure that I'm making good decisions. Where should they start with the delegation and the hiring?
Kate 25:00
I think there's a difference between kind of hiring for the tasks you feel like you should be doing, versus the ones that you actually need someone to do. So, I at one point was paying quite a bit of money for a social media manager. And because I felt like I needed one, like, I didn't have a lot of Instagram followers, like, Okay, let me get more, let me. I feel like I should be doing social media. But that's not where I'm making the sales. So, I ultimately was putting a lot of money towards this woman who was fabulous. She was great. And I enjoyed working with her. But that's not where the money should have been going at that point. But I went for it, because I didn't really know what else to do. I was like, oh, I should be delegating. I'm not quite sure who I should delegate to. So, social media, let's do that, without actually taking a closer look at my business. And where I'm actually making the sales, that's where the investment needs to go. Not social media, because I wanted it to look pretty. So, I would say you know your business better than anyone. Where are your people coming in? Where are they coming from? What's the gap between in when they come into your, your universe and when you make the conversion? And where can someone help you with that with the customer journey? Even something for me for our business, like inquiries, we get a number of inquiries now that we're doing a lot more with corporate gifting and bulk gifting. We get, you know, fairly steady stream of inquiries about if they're hosting an event and want candles for swag bags or holidays coming up. They want holiday gifts for their employees. And we just weren't responding in a timely manner to all the inquiries we're getting. And you can template like I created a template to use to help me speed up that process. But even then, it wasn't providing the kind of personalized attention I do want to give them because they've told me here's what I need by filling out the form. And I was just giving them this canned response, because that's all we had time to descend. So, I was able to identify that as that's a hiccup in the customer journey. And if I can kind of fix that area by getting some help with someone who I can train and who then is familiar enough with my business to be able to respond in a timely manner, that made a big difference. So, conversions from that inquiry forum shot up after that. So, just looking for those places, you know, where can you get the most bang for your buck? Where are you not able to keep up or don't want to? And let's plug that gap.
Pualena 27:47
Oh, my gosh, you are full of just like golden nuggets.
Kate 27:52
You’re so sweet.
Pualena 27:5e
Everybody, everyone I talk to is like, I need to hire for social media. And in fact, I actually get a lot of requests to do social media for people as like, you know, I don't blame them. I do claim to do digital media. And yet I don't do social media. It’s like a weird thing. But I think that that's, it's a big time suck for people. And I think the misconception is that if your social media was better, you would get more clients. Like people will find you if you had great, consistent social media. And I'm not saying social media is not important, it is massively important. But we put so much weight there to fix all of our problems, when that's not where the problems are.
Kate 28:40
Exactly.
Pualena 28:38
And I've done it. I've hired like three different social media people. It's hard when you have, like, it requires more training than we think. Also, because they don't know your business. They just know social media. So, you have to train them on your business first. And they're gonna create things that you don't like, why don't you like it because they don't understand who you are and what you do and what your brand is. And that's not their fault. So, anyway, stepping down off of my wax box. Yeah, I love that.
Kate 29:17
I just want to say I've made the mistake too, though, of hiring someone and then not taking the time to train them. And as soon as they do something I don't like or that's not what I was expecting. I freaked out about the money I'm spending essentially, instead of realizing no, this is, I need to train them that that's on me. That's not on them. That's on me.
Pualena 29:38
Totally. That yeah, hiring is such a, it's not something that we immediately know that we're going to have to get ourselves into when we start businesses. And it is not easy. And firing is the worst. And yeah, it's, we could talk about that for a whole episode. Oh my gosh, well, and you also just gave great advice about figuring out like, where in the customer journey are you falling behind that is misaligned with the way that you want to serve, right? I'm sure you don't want to neglect people's emails, and I'm sure you don't want to give them canned responses. That's not who you are. But it's sometimes like, that's how we just keep the wheel spinning. Right? And I just, I love so much that you dialled in on that. Because I was just talking to someone about communication and how that in and of itself can make people feel safe and that safety builds trust. And I have, I've been in that situation so many times where it's like, you mean, well, you want to respond, but you don't. And those opportunities just fall away. So yeah, thank you for sharing that.
Kate 31:02
Yeah, absolutely. And the follow up too. A lot of the sales are made in the follow-up. And if you don't have a system or some sort of organized way of keeping track of those, having an assistant even just follow up maybe with a template response, at that point, nothing wrong with templates. Just having/looking for those opportunities, where are you losing people? And how can you get them back?
Pualena 31:27
Completely. I love that. I don't want to forget to talk about your, is have you been referring to it as corporate gifting or the sort of the customized options that you offer people that sounded so amazing, and I almost hope that my team's not listening, because they’re getting candles.
Kate 31:53
They are great gifts. Yeah, I call it, I mean, corporate gifting, or client gifting. I've definitely I've played around with terms and search terms people use to find it, etcetera. But essentially, it's the idea that I can create a candle with a custom label for a business with their logo and their branding on it and maybe a message and they can then use that as a way to connect with people and build relationships, whether employee appreciation, or client thank yous for signing on. And what's been really cool for me with that is because I've been able to put a tangible product in the hands of other business owners who don't have a tangible product, who don't have a product line, who don't want their own product line. But it's a way to kind of create something physical, for service-based business owners like, I work with a lot of like photographers, and makeup artists and realtors, where it's, you know, you guys do such amazing work here, here's a candle, it has your information on it, it's a reminder of you know, in someone's home, in their living room, they're burning it. It's just it's a cool gift. It's taking swag, or corporate gifting, or merch or whatever you want to call it and kind of making it, elevating it a little bit, elevating your customers journey by having this extra little, thank you or extra little touch. And it's cool for me to get to create something that helps other business owners as well. And I really enjoy that.
Pualena 33:35
Completely. And I love this so much because there's so many, there's so much guidance out there about like, sending a welcome box or a thank you gift or and I love that like gifting is my love language, receiving it, giving it, I love it. And yet, there's like maybe somebody doesn't want a Rebel Media t-shirt. Or maybe they don't want another notebook and pen, like notebooks are so useful but I have 10 blank ones that I'm never going to use. And when it comes to creating a user experience, like that's, we throw that term around, but think about the word, like you are creating a customer experience. And a candle allows you to tap into all of the senses. So, like, what web designer is going to send their clients a candle, the one that every time they light it, they're going to feel relaxed, they're gonna feel taken care of, they're gonna remember you? Oh my god, it's so smart.
Kate 34:38
You know, I mean, I'm not sure I can take credit for that. I'm sure.
Pualena 34:44
You totally can.
Kate 34:46
But it is interesting that with all the branding that's being done because studies have shown how important personalization is especially kind of in this day and age, people want to feel taken care of and they want to feel seen and heard and valued and kind of that personalized element really plays into that. But I don't see a ton with candles. And I just think candles are so smart, because they have such wide appeal. And because like you said, it is an experience, you light it, you smell it, you get that feeling. And there's such a powerful connection between scent and memory in the brain as well. So, if you're going to harness the power of scent, and get people thinking about you and your business, that just a brilliant.
Pualena 35:28
Totally, and you better provide a good service, or else that scent will forever be burned into their brain. That is so awesome. I just, I love that so much. And it's almost like, it reminds me of creating like a hotel experience where like, every Hilton smells the same or, you know, it's like, do you do custom scents for brands?
Kate 35:54
Occasionally, yes, kind of depends on just, you know, logistics and order volume and stuff like that. But it's, we tend to start with sort of like, here's kind of the basic ones, because we've been working with them for so long and we know their customer favourites. And we know like people are gonna love them. You can get a little, you know, a little risky, a little adventurous and have us create something. I just created a, it was a rose teakwood blend, for a boudoir photographer, actually. She wanted something a little sensual, but a little feminine. And it was great. It was perfect for her. And I was really happy to create that for her brand. And then a lot of people to just, that's a lot to deal with. And you, they want like a simplified like, which is your relaxing scent. Yes, I want that. I know people will love it. But you know, that's the cool thing too, is that we can customize what we're creating for the brand, not just the label, but the container and the scent, too. So really, what are you looking for? What's your vision of it, and let's work together. However involved, you want to be in that process, and just get you something that you and your customers will both love.
Pualena 37:11
Beautiful. Okay, another selfish question, is there a minimum that you can order for the branded candles?
Kate 37:20
You know, I have, we have sort of our standard minimums, and it's based on the size of the container. But I think I've shared with you a special link for friends of Scented Designs, listeners of podcasts that I'm on that has a lowered minimum order so that you can get started with some candles for your business without having to, you know, break the bank on 100 candles at once. So, I think we actually set the order minimum at 12 candles for anyone who is sort of a friend of Scented Designs or of your show. So, that's the link I shared with you.
Pualena 37:59
Amazing. I'll make sure that goes in the show notes. If that's, you want to share that widely. Okay, beautiful. Thank you. That's super generous and very exciting.
Kate 30:08
I want to be able to work with businesses at all stages, like obviously working with bigger businesses, bigger orders, that's great for us. But I care so much about working with other business owners, small business, I was there I was, I want to work with them, too. So, that's sort of our way with the lowered minimum order to get those candles in the hands of businesses just starting out too or just who don't have tons and tons of clients but want to do something special or don't have a big team.
Pualena 38:43
Yeah, amazing. Well, that is very exciting. I am, like itching to go shopping now on your website. No, but thank you. And thank you for just having that passion to serve. I feel like you have a product. Again, like there are so many candles in this world. But I don't know anybody who creates them from the energy and the mission that you have. And for you to be able to get out and share that. Like it's so brilliant of you to join podcasts and start to share that message with people's audiences who are probably like, again, I don't wake up and I'm like, I want to find the best candle person ever. Like I hope I talked to my favorite candle person. But now I'm like, I know who my favourite candle person is. It's Kate. And we want, right, like, we want you to be everybody's favourite candle woman. You know, I think that is the goal. I want to be everybody's favourite website girl. You know, it's like people will connect to the person behind the business and you do that so, so well. Even you know, I think on a website that we often will use, like stock imagery or you know pictures of candles. You use pictures of people, you have so many people on your website. And that just creates a little bit of like a subconscious connection to the energy and the sort of transformation that can come when you just light a candle in your space. It's just you've done everything so well. I know it's been a journey and it's not an overnight thing. But whatever you're doing, like keep it up because you are, you're nailing.
Kate 40:25
And you're right. It was a journey. When I first started, it was product, product, product product, product. And I didn't even want to show my face as a business owner. And then you realize over time, no people do care. They do want to know who's behind it. And it took me a little while to step out from behind the product. But when I did, that's the honestly, that's things changed. So, thank you for saying all that.
Pualena 40:48
Yeah, absolutely. Yeah, it can be. I'm the same way like I'd rather not show my face, I'd rather be behind the scenes and not take credit. And like, you know, I think there's a fine line between sort of that humility and wanting people to recognize your success quietly, versus, you know, being a little bit more vulnerable and accessible. Because, yeah, people want to see you. You're very inspiring. So, thank you for being here. Amazing. I think we're almost coming up on time. I just want to thank you for what you do. Thank you for saying yes to your dream and doing what it takes to bring it to fruition. And, you know, I'm sure the journey will continue. But do you have any sort of closing thoughts for people who are listening, who might want to maybe start a product-based business or just be in the business space in general? What would you have to share with them?
Kate 41:50
I would say, it's so cliche, network. Network, network.
Pualena 41:57
No, it's, that’s huge.
Kate 41:59
It's huge. Surround yourself with people who are farther along in the journey than you are, because they're going to help you feel less fearful around taking the next steps, which we were talking about earlier. And at the same time, not being intimidated by their success, or where they are because their journey is not your journey and it's great that they're farther along than you because they're going to help you. So, that kind of comparison syndrome or whatever you want to call it. Kind of watching out for that, but not being afraid to get in the groove with those people who have been doing it and are, you know, people you can look up to. And otherwise, I would say too that, if you're interested in a product-based business is also 100% okay, to start it and have it just be a side hustle. Because that's, the passion is there and you're having fun with it. I don't think I know anyone who runs a side hustle, who doesn't love what they do with it, and it's okay to not take it full-time. Like, don't feel that pressure, if it's not right for you. So listen, listen to your gut.
Pualena 43:13
Beautiful I've loved both of those so much. And the thing that I want to touch on with like, surrounding yourself with people who are ahead of the game is, or ahead of wherever you are in the journey, I would say. It's very easy to connect yourself and attach to people who are sort of peers, like that's a very comfortable place to be. And it's sort of like the blind leading the blind. And I mean that in like the best way possible. But like so, I do jujitsu and it's so easy for like a white belt to come in with a friend who's a white belt and partner together because they both don't really know much. And it's like, there's no judgement because it's, you're both sort of in that same realm. But then there's nobody with you to show you the proper techniques, or, you know, it's literally the blind leading the blind, and it's like, people can get hurt. Where, you know, if you feel like there's like, Oh, they're not going to want to help me or I don't want to bother them. Most people who have sort of this entrepreneurial experience and story and journey. Oh my god, we just want to help you. We just want to help you save time, stress, money, get there faster, right? Yeah. So, if anything that if you feel that way, reach out to Kate or me because at least you know, we want to help you.
Kate 44:31
That's why we're here. That's why we're having this conversation right now.
Pualena 44:35
Totally, totally. And I do want to touch on like, if you, so I had a business before this. And the guidance that we had and it was a side hustle. My business partner and I had, you know, we both worked at a gym and we worked, we had a paycheck. It wasn't much but we did have something and we dove headfirst into like the power of broke. And people were like burn the boats and you'll be able to figure it out on the way. And we're like, okay. Debt is not figuring it out. Debt is really, really depressing and difficult. And if you can keep yourself in a vibration of abundance, and do your side hustle on the side until you can, like project your month-to-month and not have to guess or feel like you have to like hustle a little extra because you don't know where that next person is coming from. That energy is very, very exhausting, very fast. And I wish someone had told me that before. So, thank you for spreading that message because I think it needs to. It needs to be out there a little bit more.
Kate 45:43
Yeah, of course.
Pualena 45:55
Amazing. Well, thank you again. You are an absolute joy. I cannot wait to stay connected with you and to get candles and just I'm very grateful for your time.
Kate 46:06
Likewise. Thank you so much. And to everyone who's listening as well.
Pualena 46:10
Absolutely. One more thing. How can people find you?
Kate 46:14
People can find our website is scnenteddesigns.com. I'm on Instagram @scendteddesignscandleco and those are probably the first two places to look.
Pualena 46:25
Brilliant. We'll pop those in the show notes for sure. And thank you again.
Kate 46:30
Thank you.
Pualena 46:31
Talk to you soon.
Kate 46:31
Bye!
In this episode, Pua provides a Part 2 episode of her recap of the Kajabi Hero Live Event and explores the theme of community within a business context. She highlights the insights shared by two speakers, Priya Parker and Jessie Dooley. Pua discusses the role of recognition and celebration within a community. She raises questions about how to celebrate member accomplishments and emphasizes the importance of recognizing meaningful goals and milestones. Pua acknowledges that creating a perfect community might seem overwhelming, but encourages listeners to take action and launch their community, involving the members in the process of shaping its rules and milestones.
In Priya Parker’s session, she emphasizes that every community is a mini-universe, an alternate reality created by a leader. Pua expands on Priya's concept, discussing the importance of themes and rules in building a universe within a community. She explains how these rules can be fun, engaging, and memorable for the members. Pua also emphasizes the significance of giving a community a name, as it becomes something people can connect to and attach themselves to.
In Jessie Dooley's session, Pua praises her energy, charisma, and passion for community building. Jessie emphasizes that an audience is served through a monologue, while a community is served through dialogue. Pua relates this concept to her own podcast and discusses ways to transform it into a community-driven platform. Jessie's advocacy for celebration resonates with Pua, who explores the idea of celebration as an act of gratitude. She shares personal reflections on her approach to celebrating birthdays and the importance of framing celebration as an expression of gratefulness.
Listeners curious about starting a community don’t want to miss this episode!
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 0:00
Celebration must be part of your community. Celebration is infectious. The energy of celebration is the energy of gratitude, especially if you intentionally frame it that way.
Pualena 0:12
Hello, and welcome back to the Course Creators Academy podcast. I'm your host Pua. And today we are going into episode two of our recap from the Kajabi Live, or Kajabi Hero Live, conference that was in Austin, Texas at the beginning of June. And I am really, really grateful that I've decided to do this because it's forced me to go back through my notes. And I'm like reliving the sessions. And I'm getting re-excited about them and re-inspired and motivated to implement the things that I learned or the things that I was excited to come home and implement and talk about and do. And classic conference, post-conference. Life gets in the way, right? So, another just another recap episode today. And we're talking about community, which is a huge thing, not just for course creators. But I think if you have even a physical product, and you have a community component to your customer experience, you're instantly going to elevate the experience, how memorable you are as a company, you are as a founder, as a CEO, as a leader. And the overall experience, if you do it, right, I think can be really, really beneficial. So, we're going to talk all about that. And I also want to plant a seed for you listeners, that I may be shifting in the future, to bring another layer of I don't know what the word is necessarily, the word that had come to mind was value. So, another layer of value for the content that I'm creating through the Course Creators Academy. And that is playing with some live-streaming options when I'm recording podcasts. So, I am going to give you more as I get this sort of figured out and planned. But I am considering a YouTube Live and possibly other channels, Facebook, maybe Instagram. I'm using a streaming service right now to do my interviews. And I don't even use it for streaming. And I thought if I have it, and I'm using it, let's explore that. So, I would love your feedback, because I do want to be able to provide more for you as a community, as we talk about community today, and start to actually build a community here. So, that's part of this conversation. And I just thought it would be appropriate to bring you into that, as a listener who hopefully is getting a lot of value out of this and may want more connection, more engagement, and different ways to consume and implement the content that's being shared here. Also, different ways to connect with our guests to ask questions. So, anyway, more to come soon. But expect some announcements. And yeah, I'm excited to hear what you have to say about that. If anything, drop me a note on Instagram @RBL.media. And I'll see you over there.
Pualena 3:48
Okay, let's dive in. I am going to actually do a recap of two sessions. One of the sessions was like the very first day and the other session was the very, very, very last session. The first speaker that I'm going to talk about today, her name is Priya Parker, and she wrote the book, The Art of Gathering. The second person I'm going to talk about and I'm going to probably bounce back and forth just a little bit between these two. They are very different people. They talked about very different things. But if we look at what they shared, I think a lot of things can be infused together. So, the second speaker is Jessie Dooley, and she's actually a fitness coach, who has a very firm grasp on how to curate and nurture a community that really thrives. So, and I want to let you know that Jesse Dooley spoke after Jamie Kern Lima. So, if you didn't listen to the other episode about the Kajabi Hero Live conference or if you are unfamiliar, Jamie Kern Lima wrote the book “Believe IT” and she founded “IT Cosmetics” and has a really interesting story. It's difficult for me to nutshell her story, because it was just there's a lot to it. But basically, when she created “IT Cosmetics”, she was turned down hundreds of times and like that sentence in and of itself just doesn't pay homage to the emotional and energetic like distress that she went through and that business owners go through throughout the course of rejection. And she could have given up many times and many people probably told her to and hoped that she would so that she could like get her life back. And she didn't because she didn't give up, because she had a vision and relentlessly fought for what she was creating. She was eventually successful and even through her successes, she had great challenges. If you haven't read her book, “Believe IT” by Jamie Kern Lima please pick it up, or listen to the audiobook. It is fantastic. Anyway, she's a speaker now she is a, she ended up selling IT cosmetics to L'Oreal, I believe recently. I mean, she's unbelievably successful. And her story is very, very captivating and inspiring. And she speaks all over the world. And she was a great speaker. I mean, she was she was it. Jamie Kern Lima and Brendon Burchard, I think were the two sort of heavy-hitter speakers. Everybody else knocked it out of the park. Phenomenal people, they were just kind of like the most famous. So, anyway, Jesse Dooley had to follow Jamie. And I'm sure I wasn't the only person in the audience who looked over to the person sitting next to me. And I was like, what a tough act to follow. Like, seriously, what a challenge, potentially challenging place that she had. And she crushed it. I mean, this woman had energy, she had charisma, she had people standing up on their feet, like dancing. And, you know, you hear that happening at a conference and you're like, screw that, I'm not gonna dance. I'm gonna watch you all dance. And I'm just gonna sit here and wait for everybody to sit down so I can keep taking my notes. But she just had it. And she was just, she was very, very, very good. She really stepped up in that very difficult position. So, anyway, I just wanted to frame that like these two women really, really nailed it. So, let's go back let's talk about Priya Parker and The Art of Gathering, which another phenomenal book, highly recommend it. And I really appreciated the way Priya framed community. And what really stuck with me, it's she said that, community is a mini-universe. A community is a mini-universe. I was like, Oh my God, that's cool. And like I, you know, I don't mean any disrespect here from a religious standpoint. But basically, if we’re creating our community, like we are playing God a little bit. And we are and not in a bad way. But just like you get to create this thing, and you get to be the leader of it. And so you know, with great power comes great responsibility. So, create something awesome, that is beneficial, that provides engagement and support and not something that can be destructive. That's all I have to say about that. So, you're creating a mini-universe, an alternate reality. So, if you think about your favourite community, whether you're in a Facebook community, or a networking group, or a fitness class, when you walk through those doors, whether they are real or electronic, or digital, what universe are you stepping into? Are you, do you have any sort of rituals in place, right? So, for example, I do jujitsu. And when you step on the mat, you bow and I sort of just kind of do it out of habit now. And sometimes I actually tell myself, like be intentional with your bow, like, step into your practice, be here, let that be the sign to your mind and your body to be present. So, you know, there's a little bit of that but like, that's just like a ritual that just happens, you bow onto the mat. And then you start your practice. You know, same with yoga, right? Like at the very end, there are some classes that end with Namaste. And it's just kind of like a thing that you come to expect. And that's like, that's the universe. If you walk into a boot camp class, and there's music pumping, and you're everybody's kind of like sitting down on the mat and chit-chatting like that's a universe that you've entered that has been created by someone or some group of people. So, think about if you have a community, like what is the experience of the universe or the alternate reality that you've created, and it is a temporary reality, right? So, if it's a Facebook group, I enter that reality, every time I go into the group, and then I exit their reality. When I leave the group, to fitness class, I walk in for 45 minutes or an hour or 30 minutes. I'm there, I am in the universe, and then I leave, and then I enter whatever that next universe is. If it's a networking group, maybe you meet every Wednesday at seven o'clock, and every time you know, for an hour and a half, that's where you are. That's your alternate reality. And in that networking group, maybe there are rules, right? Maybe you stay on mute, if it's on Zoom. And that's one of the rules and you just know that that's an expectation. Maybe it's, you know, maybe you have a role in that universe. So, there's a networking group that I'm a part of, and I am a visitor host. And so when people come and visit the meeting, I welcome them. And I say, Hey, how's it going, Nicole, like, great to have you here. Let us know what your business is, we're excited to support you. Like, that's just my expected role. So, anyway, think about what that is like for you, whether it's a community that you're a part of, and/or a community that you lead or host. And again, like, if we think about temporary rules, right? A lot of times, so if we think about the Facebook group, reality or universe, sometimes, most times, and I hope that if you have a Facebook community that you also have this in place, there are rules of engagement. Right? When you enter, when you ask to be a member of that community, you are agreeing to a set of rules before you can come in. I know a lot of people don't even read this, but it is, it will protect you if you have it. And it sort of like it acts as a deterrent. Because if somebody is going to come in and be a troll, and they see that you have these rules, maybe they won't come there anyway. So, the rules can be like, you know, no hate speech. This is a supportive community. This is a safe space, make sure that you are, you know, abiding by these rules of kindness, compassion and support. I like those rules. Now, there are other types of rules, right? So, Priya talked about hosting a dinner party. When you host a dinner party, you're creating an alternate reality. And she talked about this from two perspectives. One, like, she was like, Have you ever gone to a wedding or a party or you know, and you just kind of like, felt like it was flat, like something was missing? Probably that host did not curate a universe, right? So, this doesn't have to be a repeating community. It doesn't have to be something that you host and is ongoing, but it can be, but it can also be something like a dinner party, right? So, if you go to your dinner party, and like that's why themes work so well. Like, I think if you're going to host any kind of party, one of the first questions that you should ask the organizers is what should the theme be? Because it starts to build a universe, an alternate reality that has rules, right? The rules can be fun. So, one of the rules that she said, the example she gave was, you're not allowed to pour your own drink. So, if you come to a dinner party, and your glass is empty, you must either ask someone to pour you a drink, which encourages engagement, and communication and sort of, you know, it's almost like a mini icebreaker that's happening all the time. Or, and probably hopefully, both, you're getting up and you're pouring drinks for other people or other people are pouring drinks for you. And it becomes this really fun thing. Same with, going back to the fitness thing. So, like at the gym that I used to work at, one of the rules was like you can't be late. If you're late, you can't join class. And this was like, the classes were 30-minute, very, like high-intensity interval focused. And if you were late, you missed the warm-up. And then it was actually quite dangerous. So, it was a safety thing. But then it was like, I only had to enforce that when the rule was new. And then after a while other members were like, oh, gosh, that person is like running in from their car. Can we wait like 30 seconds or like somebody would walk in the door, and another member would be sitting there they're like, oh my god, I'm so sorry, like they just started. Can you wait for the next class, you know, and so like it sort of becomes this like self-managing thing within the community and not necessarily needing to come from the leader. But there's another way to do it right, like if you're late, you do 10 push-ups, or if you're late, everybody does 10 push-ups, and then all of a sudden, nobody's late anymore, right? So, we can create rules that can be fun that can drive engagement that can be both beneficial, and memorable and create these experiences that make people laugh or experiences that make people like, you know, I'm gonna say joyfully suffer together, like doing 10 push-ups is it's not super fun. But it's also not like, a very negative experience like people. It's like that trauma bond, right? We want to create, like, positive trauma bonds in the form of pushups, or burpees, or whatever that is. So, it's, that's all part of the game design. So, if you have a community, or if you're thinking about starting one, or you're putting one together, what's the game design of your community? What are those rules and sort of little things that are true in your reality, but not beyond it? Right? I can go to dinner with any group of people and I don't have to pour them a drink, I can pour my own drink. But in this one little alternate reality, that is absolutely not allowed. Right?
Pualena 16:10
So, the other thing that she talks about is giving your thing a name. That matters, the name matters. So, and I think that we all understand that, like, when you name your business, or you name your course, or you name your products, like that's a thing. When we put intention into that. But sometimes we don't necessarily put too much thought into naming like, would you just name like, the monthly dinner that you go to with your friends? Maybe not? But if you did, how much more connected would everybody feel to that experience? Right? And then it becomes a part of your language, a part of the culture of your company of your customer experience, of your membership, of your courses. So, that was a very interesting takeaway for me. I don't really, you know, like the Course Creators Academy podcast, like, it just sort of came together or Rebel Media, the media company that I have. It seemingly is like, oh, yeah, that makes sense, that’s what you have. But there was so much time and intention that went into these names. And it becomes the thing that people connect to and attach to. And if they have a good experience, like that word is connected to the good experience, if they have a bad experience, it's also connected, that word is connected to the bad experience, right? So, there is a little bit of pressure, but in a good way, to curate an experience that is impactful and memorable. And a place that people look forward to going to, knowing that is this it's just this like little temporary escape into an alternate reality, where they get to be themselves or be this person or, you know, I think communities are great for introverts. And what I love seeing is when people build communities for their courses, or their programs or their products, and the introverts who don't necessarily participate in a lot of things, voluntarily in real life, like, it's, you know, they would sit quietly in a group of people and just listen, happily. But they're there in the community offering words of support or sharing their experiences. And it offers these little safe spaces for people to connect and engage. And the more people that create communities like that, the more we get to include our fellow entrepreneurs, and course creators and fellow humans to participate in spaces where they normally may not. So, I encourage you, if you're listening to this, you're probably a very heart-led entrepreneur, who for some reason, resonates with the something that I said some time, and that's why you're here. And I imagine and I really, truly hope that I attract people who just want to do good in the world. And this is a way that you can do good.
Pualena 19:33
A lot of people tell me, I don't want to have to manage a community. And I get that, and I have the same visceral reaction when I think about starting a community for something. And at the beginning of this episode, I shared that I might be doing live videos regularly. And that is a way of that's a type of community that I will be starting, and there will be rules of engagement. And they will have a name, you know, like, there'll be all these things that I really need to be intentional about. And I would say, build a community for you. Build something that you would want to be a part of. And then it doesn't become you having to manage a community, it becomes you getting to enjoy the space that you've created. And most of the most beautiful communities that I've seen our clients create, and that I'm a part of, the community leader, the business owner, the CEO, you know, whatever it is that you call yourself, ends up getting so much from their members as well. You know, I have a friend who I'm helping her create a new community for pet loss. So, she's an animal communicator, and she is building a community for people who have recently lost or are preparing for the loss of a family pet. And I connected with her yesterday to talk about the membership. And I was like, how's it going, and she goes, it's been a rough one today. And she told me about, you know, a family and they recently lost one of their dogs that she had connected with. And then very shortly thereafter, the dog's sibling who also lived in that household passed away, and it was just very heavy for her. And I was like, you are going to benefit from this space as much as everybody in it. I know it’s yours. I know you're the leader. I know you're here to help people and guide people. But on a day like this, aren't you so excited to have this space where you can go to and say, Hey, guys, and girls, I that's a habit of mine. I say, Hey, guys, and I don't mean anything bad by it. I'm so sorry. Like, Hey, everybody. I had a rough one today, here's what I'm going through and letting the people who are there, who have been a recipient of your teachings and your knowledge and your support, to then support you. So, build a space that you are also excited to hang out in. And if you don't know what that is yet, it's okay to not build it yet. I didn't know, I've been in business for almost four years in this business. I've had Facebook groups in the past, and I didn't like being there. And so I think this with the live component and just showing up in service on the days that I do. I'm excited for that. Like, I think that's going to be rad. So, anyway, that is The Art of Gathering. We may loop back a little bit with Priya Parker, but I am going to move forward and share a little bit about Jessie Dooley.
Pualena: 22:42
So, Jessie again, she like, she brought the fire she brought the energy, she's kind of an edgy person, I would say. Very heart-led, and just really, really passionate about the way that community can serve a business and a business can serve their clients through community. And something that she said, that really resonated with me. And part of why this whole live thing is happening is she said, an audience is served through a monologue, a community is served through dialogue. An audience is served through monologue, a community is served through dialogue. So, right now, I am literally the epitome of monologuing. That wasn't English, it's fine. You know what I mean? A podcast is a monologue, through and through, and you all listening are my audience, and I am grateful for you. I don't have a community here. I can't say, oh, this is my podcast community. Because there is no dialogue. It is one way. If you're super cool, you're leaving me a review and I'm very grateful. But that's still not dialogue. If you're reaching out to me on social media, that is dialogue, but it's between two people. It's not really a community. So, I would say that if you have a space or have some kind of content creation that you think, like this podcast, like before I heard that, if somebody were to say is your podcast, your community, maybe I would say possibly. It feels like it, right? I feel like I have a small community of listeners, but it's not and how can I create a community from this monologue-driven vehicle? Live podcasting. Makes sense? All right. I think so too. The, one of the things that Jessie was super, super, she was an advocate through and through on this, was celebration. And one of the things she said was celebrating is gratitude in action. Celebrating is gratitude in action. And you know what that made me think of? I'm not a big birthday celebrator, I am obsessed with other people's birthdays. I love birthday dinners and surprise parties. Like I could celebrate other people's birthdays every day of my life. I don't feel the need to celebrate my own. I don't it's weird. Like it's a kind of like a weirdly, no, I'm not depressing, like I don't, getting older doesn't feel depressing to me. I just, I don't feel like I need to be the center of attention on a day that is the day that I was born. Like, if anything, I want to thank my mom, my parents. And then I heard her say that and I was like, wow, how many things am I grateful for, to just be here and alive? If I celebrate my birthday, and I look at this celebration, as gratitude in action. I am grateful for my parents for bringing me into the world on that day. I'm grateful to be alive. I'm grateful to be breathing and able to have friends around me to celebrate. I'm so grateful. And every time you celebrate you are in the energy of gratitude. So, I was nominated for an award and I'm going to some award ceremony tomorrow for it. And I didn't want to talk about it. I didn't want to tell people about it. Because I was like, oh, like I probably am not gonna win. And I just you know, it feels very like boastful. But if I celebrate that I was nominated for this. It's a pretty major award here in Hawaii. I'll tell you what it is. Because I'm going to practice celebrating right now with you all. So, I designed an album cover for my, I dance hula. And a hula teacher is called the Kumu Hula, a Kumu Hula, the coolest teacher. So, my Kumu Hula are also musicians, and they release albums every so often, every few years. And I was invited to design the album cover and the all the inserts and the CD itself. Yes, it's a physical CD. It is 2023. I know. But it's still a thing. Like people still make CDs. And so I got to design that. Anyway, I didn't know but I was nominated for something called the Na Hoku Hanohano Award, which is like, the Hawaiian version of like, the Grammys, the Emmys? You know what I actually don't know the difference. And I'm very, very sorry. One of those. And it's a big deal to be nominated. And I'm so like, shocked still. And it feels weird to talk about it until I think about it from a space of gratitude. How absolutely, epically grateful am I that somehow somebody thought that it was good enough to make it to that top five list, like, Oh my God, I am so grateful. And I am so grateful to my Kumu who like, asked me to be a part of this. And I get to go to the awards, like, as soon as you shift that, it becomes not even like I get to celebrate, I must celebrate. I must celebrate this client that I got this week because I'm just so grateful that they found me and they trust me and they want to work with me. Oh my gosh. Right? So, I go off on this little celebration tangent, because celebration must be part of your community. Celebration is infectious. The energy of celebration is the energy of gratitude, especially if you intentionally frame it that way. And she said she was full of quotables. I mean, I feel like I should just make it a habit to like listen to her content regularly because it was just it was very, very memorable, very inspiring. Jessie said, Oh, no, she said, celebrate to elevate. You celebrate together everybody rises, elevate the energy elevate the transformation that's possible within the community. And as you celebrate people, other people will be inspired. Now, here's something that I also thought of. And I'd like this to be like, I know I'm here talking alone into a microphone, but let's make this into a conversation and please like send me your thoughts. So, I am in a Kajabi community on Facebook. And Kajabi is so epic with their celebrations and every time they've identified specific financial milestones of like, revenue to your business where they send you a swag box. It's so cool and yes, money is just one component of a great business. And, you know, there are so many ways to look at this. But I think it's really genius and really beautiful and really heartfelt to help us celebrate the hard work that we put into bringing that revenue into our business. And many people like to take pictures with their swag and their swag box or do like, you know, a box opening thing, what’ sit called, an unboxing video, and post it in the community. Most of the time, everybody is celebrating with them in the comments, great job amazing, like, keep it up. So cool. Like, the comments can be in the hundreds. And they're mostly, like, so supportive. And then once in a while, someone will leave a comment and it will say something like, and I don't know if this is a comment on the photo itself. But somewhere in the community, someone will say like, you know, oh, it's so boastful for people to post about their milestones. And I'd rather people just like, you know, quietly work until they're successful and have their success speak for themselves. And I see both sides, I really do. Now. I don't feel like making people feel bad for sharing their successes is necessarily, super called for. And I feel like I'm only bringing this up, because I think there's a way that we can approach celebration without it being egotistical. Like, oh, my God, look at me, I'm so awesome, that energy is different from Wow, I'm so grateful for everything that has brought me to this place, to this moment in time. And so I think it's important to intentionally weave gratitude into celebration, because that, in and of itself, sort of dissolves any ego that might come with it. So, if I think about these milestone celebrations, and again, I've done it like it's it people are very well intended. But if you're like, Yeah, I hit the $100,000 mark, and I got my, I forget what they give you it's a maybe it's like a zip up hoodie or a beanie or something. Like, I think it's a zip-up hoodie, I try to look back on my picture. And you like hold up this little badge, this little pin that they gave you that has the number on it. And you're like, Oh, that's so rad. Like, I'm so stoked. And you're in this like high vibe state. But maybe your caption feels like you're peacocking a little bit, right? Whereas if you're like, wow, everything that got me to this place, I am just, I cannot be more grateful for all of it. That will be received differently. The energy is the same, if not, like, more wholesome. But anyway, I'm like totally babbling here. I just, I feel like it's important. And those two little words that she said or three little words, you know, celebrating his gratitude in action. Like, I'm literally only counting the big words. That's so funny. It's five words, celebrating is gratitude in action. I wrote, If you are not celebrating, if you can't find something to celebrate, you're not paying attention. Oh, interesting. Awareness is key.
Pualena 33:29
So, then she goes on to talk about rituals of recognition. And then I think at that point, I closed my notebook. And I was just super present, because I didn't write anything after that. Also, she did have us like getting up on our feet and celebrating, being there. You know, like, it was like, she actually like, walked us through. We did a meditation actually. And we like did a visualization. And she was she was great. So, what I think she meant by this was in your community, just like in the Kajabi community. What are your rituals of recognition? How do you recognize the successes of your members, and celebrate them? And what I would really encourage you to do is find many ways to celebrate the many facets of transformation that you provide. So, again, fitness, right? It's just easy. It's an easy example. My goal is to lose five pounds. I enter your program, I enter your community. And day one, introduce yourself why you're here and what you're excited about. Oh, I'm Pula. I am here because my friend Sarah told me about this and I want to lose five pounds. Thanks for having me. Over the course of six weeks, I learned things about nutrition, I learned about my body, I learned about exercise, I learned about recovery, I learned about different types of exercise, I learned about programming and ways to listen to my body and stretch and mobilize. And I learned all these things. So, at the end of the six weeks, maybe I lost five pounds, maybe I gained five pounds. And yet I have experienced so many other realms of transformation, that the pounds don't mean anything to me anymore. So, I could come in and say I lost five pounds, woohoo. Or I could say, Oh, my God, this program sucked, I didn't lose any weight. But if this community and this program is designed properly, I can say, oh, my gosh, the scale doesn't mean anything to me anymore. Because I feel like I have energy and I feel stronger. And I feel like I have control over my emotions around food. And, like, if we can shift mindsets, and offer layers and levels and many opportunities for celebration and gratitude, the one thing that we feel so stuck on may also dissolve. And I know that this is just a very small specific example that, you know, depending on what you do, and what you have, like, there are many layers and facets to this and your target audience and their pain points in your transformation that you provide. And it's worth dissecting that, to find ways to curate your community experience in a way that brings that really, really good energy to that ecosystem or the universe that you've created. Now, here's the thing, we are coming up at the end of the episode, and I've given you some information, hopefully, it was helpful. Maybe you're feeling like, well, now I really can't launch my community because I have all these things now that I need to make sure that I do for it to be perfect. And if I don't make this great universe with rules of engagement that are both really practical and fun and safe, and then having milestones for celebration and rituals, and blah, blah, blah, blah, blah, like now you've given me 100 more things to do. I'm never launching, you know what I'm gonna say JLS, Just Launch Something. You have the awareness and the other thing is a lot of the things that I said today, you could come up with a general starting framework, right, a general list of like rules to not be a jerk in your community and one fun thing. Let that be where you start. Maybe you don't have rituals for celebration yet, but you are going to create them once you know how people are reacting to your community and your content. Let your community be a part of the creation of this. Sometimes, okay, so I went to Tribe Live, which is Stu McLaren’s conference. It was in Toronto in 2019. I went with my former business partner, Kimmy, and Tribe is the community thing, like Stu is a community guy, he is the membership and community, guru of the world. I'm really confident to say that. And this what was I saying? Oh my goodness, my brain, it totally went blank. This is so funny. It's a lot more awkward when it's just me and I don't have someone to be like, you talk until I remember what I was gonna say. Oh, so there was this, it was some sort of creature, I think it was a monkey. And there was like a lot of monkeys around like a monkey and like bananas. And there was like, I just, it seemed very random, but fun like, and I'm not in his community, but many, many people there were. So, I was invited as a guest and there is some sort of inside joke about a monkey and I never really got it. But everybody just like, they loved this thing. And it didn't come from Stu. Students sit there the night before he launched his community and he was like, Oh my God, wait, monkey, there has to be like a monkey and like bananas. He did not come up with that. In fact, I think it was something to like, make fun of him or something. But it was the community that created this and it became this like integral part of his event. So, let your community be part of the creation of some of these things. And I think the natural evolution of what this ecosystem and universe starts to look and feel like can both be a product of your concepts and as your community grows, the energy that they bring in. Okay, So, don't let all of this stop you from launching and creating and dreaming up these beautiful communities. The last thing I want to say is if you're a product-based business, and I hope that if you are, you're still listening because I should have said this at the beginning, you can create a great community. I have a supplement company that's here locally that I buy supplements from, and they, you know, they have like, some apparel and some stuff, but they are heavily product based. They do have now have like a physical location. So, they have a gym, they do like, you know, functional fitness, they do jujitsu. So, they have like, all of that at their physical space. And that is sort of service-oriented, but their main focus is their supplement line. And they have a Facebook group. And you can go in there you can, you know, people love to post like, their recent orders, and they post workout programming and Yvette, you know, they, it's people are just very engaged and interactive there. It's not like super transformation based, it's more just a place to connect with other people who are using the same products. But they'll post like cool recipes or videos of people making like protein shakes or you know, it's just a space. It is an alternate universe for people to come to when they want to talk fitness, supplements, Jujitsu, even just like you know, share about an event. And it is a product-based business. Because of that community, I feel connected to the business, to the people in the business. And I wouldn't necessarily feel that way about a supplement company, had they not invited me to this other space where I can engage with people. So, just something to think about. If you are primarily product based, it is still totally possible and really beneficial to think about some kind of community.
Pualena 41:58
Okay, I am done. And I want to thank you for being here and being part of this space, being part of my audience that will hopefully soon become more of a community. And stay tuned for more on the live streaming of the podcast. I'm really really looking forward to sharing more about that. All right, keep crushing, talk to you soon.
Host Pualena interviews Holistic Fitness Specialist Jedd Ramos about his journey into physiotherapy and kinesiology. Jedd shares the story of his training to discover his passion leading to more than twelve years of experience in the field, including eight years at the YMCA. Some key topics discussed include the importance of communication and support for clients, building accountability, and tracking progress. The lessons and ideas shared here can be applied to any client-focused business.
Jedd talks about his focus on holistic coaching and why he chose to transition from one-on-one sessions to group settings. He emphasizes the need to be visible in today's society and the value of collaboration, education, and sharing knowledge within different communities. The conversation also touches on handling criticism, embracing uniqueness, and promoting a collaborative mindset in the fitness industry. Listeners are encouraged to take action, overcome comparison, and develop a strong mindset to navigate challenges and contribute to the collective goal of serving a greater community.
About Jeddd Ramos
Jedd Ramos is a holistic fitness specialist who focuses on helping clients transform their bodies and mindset. With over twelve years of working in the fitness coaching industry, Jedd has created a life-changing fitness model that is the synergy of modern exercise science and ancestral wisdom. His techniques holistically serve each client in mind, body, spirit, heart and soul. Limitless transformations are special and unique to each client and are not only “physical” transformations.
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Contact Pua Pakele | RBL Media:
Contact Jedd Ramos | Kaizen Fitness:
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Transcript:
Jedd 0:00
Yeah, you got to meet them where they're at. You got to speak their language. And the number one thing that separates me from everyone else is that I deeply listen, like I listen. I let them talk, you'd be surprised too, I mean, a lot of professionals will talk too much and ask too much, unless they have to, but then let them talk.
Pualena 0:23
Well, thank you so much, Jedd, for being here today. Welcome to The Course Creators Academy podcast. Thank you.
Jedd 0:32
Yeah. Thanks for having me. Appreciate being here.
Pualena 0:34
Absolutely, so just so you all know, Jedd and I have just met three and a half minutes ago. And we were connected by somebody that you all have heard from, and we'll hear from, again, Arliss Dudley Cash. She's kind of, uh, would you say she's like, a little bit of a local celebrity in the online business world?
Jedd 0:53
Oh, yeah, totally. I, you know, it's kind of like, I'm starstruck when I talk to her, but she feels the opposite way. Like, she just feels the same way with anyone else she talks to, we're just like, Okay, I don't understand. But hey, you know, that's just her being so humble and being so giving, that's the kind of person she is, but ya know, she's definitely a celebrity, for sure.
Pualena 1:15
She's like up for Speaker of the Year. And it's funny because I was like, is that in the world? Like, just, overall worldwide Speaker of the Year title? That's amazing.
Jedd 1:27
Yeah, this, it's something in Canada, but I don't know how that came about. But you know, people need to be recognized for their strengths and their talents. So, I'm like, immediately I've voted for so, that’s a no-brainer.
Pualena 1:40
Yeah, I love that. And I love that, you know, she really, this is a little bit of an Arliss and Arliss episode as well, I think she'll be stoked. She really takes the time to get to know people, to understand who you are, what connections would be really beneficial for you. She's the master connector. I get probably 10 emails a week from her, introducing me to other people. And so I know that when she does that, she's connecting me with people for a reason, it's not just random. And so she connected me with you. And I'm super excited. I did a little bit of research on your website before we jumped on. And I actually cannot wait for this.
Jedd 2:24
Oh, thank you so much. Yeah, she, the people that she surrounds herself with is just amazing. And she is a master connector. But you know, you have to surround yourself with like-minded people, you know, goal-oriented, go-getters, positive, optimistic, and at the same time, it's, and she does this to me too, I'm pretty sure she does want you to, is she actually does push you in a very loving, gentle way. But you know, there's some strength behind that. Like, it's not a very passive strength, like, she's like you better do it, or else kind of thing. But you want to be aligned with people like her. So, I'm glad that we can connect to, so I'm excited to for this episode.
Pualena 3:05
Absolutely. And on that note, I feel like you recognize that quality in her. Because it's probably a quality that you embody when you work with your clients. And so I'd love to transition and hear about you and your story, and how you got into what is on your website as holistic fitness, which I just thought was so interesting. It like that, really. It piqued my interest in many ways. I used to be in the fitness space. I really love and appreciate holistic approaches to things. I was like, Oh my gosh, tell me all the things. Who are you? What's your story? How did you get here today?
Jedd 3:49
Well, my name is Jedd Ramos, and I've been in this industry for the past 13 years. It's interesting how I got into this space. It's really weird, because if I had to think about it, it really started from an injury in high school. I was actually on the wrestling team and I got injured. And then I had to see this guy, I didn't know what he was. But he basically had me do all these different things to get better. And I was just super fascinated with this process. Like he's making me do like ice therapy, and he's stretching me and he's making me do all these other weird things. But then I got better. I'm like, man, and you know being in athletics and sports are is very exciting. And like, I want to be in this atmosphere, full of energy and just be around people like that. But at the same time, help them get better. So, that's what I want to do. And later on, I found out he was an athletic trainer. But then I thought it was physical therapy. So, I went to school for physical therapy, thinking that's what I was going to do. And there's all these subdivisions of physical therapy and I was like maybe I just want to work with people that just get physically hurt. I don't want to deal with you know, older people and whatever. I just want to work with athletes. But then this thing came about, It was a new program like KCC Kapiolani Community College, it was called the exercise and sports science. And I was like, you know what, like, I actually want to do that, you know, like, I don't want to just help people that got hurt, you know, like, I actually want to think about. Ya know, luckily, I was a forward thinker, back then I thought about, I just want to help people not get hurt in the first place. So, prevention. So, what better way than to do exercise, right? And exercise is not just this one thing, which I'll talk about later. So, I got into that program. And I'm like, kind of fell in love with it. And I fell in love with the people in it. And that's when I met my mentor who's still my mentor today to reach a very high level of rigor in the field. And that's when I got my first degree in exercise sports science. And basically, the rest is history from there. Then I went on to get another degree at UH Manoa, it was in Kinesiology and Rehabilitation Sciences. And then I studied stuff like strength and conditioning, biomechanics, exercise physiology, both applied in clinical, sports nutrition, even, you know, behavioral health, you know, as far as the behavioral aspects of physical fitness, and I just kept going and going, the snowballing effect of just really learning, learning, learning, you know, being this, you know, active bookworm, getting all that knowledge, I can't really invest myself in the field, because I care about it that much. Like, I really want to learn everything at a very deep level, so I can better understand that. But then for me to take that and use it and share it with people, so then I can add value to them. It's not for my sake, you know, to share this knowledge, this education that I've learned for many years and apply it to the people that I get to serve every day. And then you know, and at that point, I was getting side jobs and side gigs, as far as working like for the YMCA. I worked for the Y for eight and a half years. And that was kind of like a perfect breeding ground to really test everything I've learned from children as young as four years old, to senior citizens, to as old as 99 years old. And I basically tell people that today, like if you're between the ages of four and 99, I can train you, I can coach you, I can help you. So, that's mostly everybody except babies. And, you know, people that are, well, I never tried to someone over 100 I'm willing to do that. But anyways, so like, that was a perfect breeding grounds to really learn more and do more, not just to be book-smart, but to be street-smart too. You know, we can be very smart and memorize everything and recollect things just like that, and regurgitate it into an exam and get a very high-grade point average. But at the end of the day, is what you use that, you know, like Bruce Lee says that, you know, like you knowing is not enough, we must apply, you know, like willing is not enough we must do. So, like when we do that, and we apply then has much more power. So, that's the reason why I gained all this experience for the past 13 years. I've worked with doctors, medical professionals, you know allopathic doctors, osteopathic doctors, naturopathic doctors, and all the professionals underneath, in nurses, physical therapists, sports nutritionists, registered dietitians, radiologists, behavioural therapists, etc. And what happens is, they become clients of mine, I train their patients, but at the same time we learn from each other, which is great. You know, there's more knowledge, more education now, you know, learning about stuff like nutrition, Supranuclear palsy, and dementia, and Parkinson's and just injuries, different kinds of injuries of all kinds and medical conditions. And it really led me to the point to where fitness is not just this thing that we see, in mainstream media, it's not what we see in social media. It's not what we see once we step outside to big boxes, and studios and boutiques, all these places, it's not that fitness is actually a state. And once you take a deeper dive in what fitness is, it's a state of in the condition of being. So, three examples is one, being fit is being able to survive. So, that's where they have survival of the fittest. Right, can you survive in your environment? Two is just is it a good fit, meaning like being able to handle a task, or a position that you're in, like being a good fit for our job, being good fit for this task that I need you to do? Right? And then the other one is fit, meaning procreation and you know, being able to continue your generations to come, being fit to reproduce and continue your legacy, you know, to the children that you're going to have. So, what we do in exercise is we use that as a tool, instead of like, maybe life insurance or being a mechanic or being in you know, like a janitor. You know, you're doing this service to help increase our quality of life in people that helps them to be fit to live a life that they're meant to live. So, part of my slogan is that we do life-changing fitness, right? We offer life-changing fitness that creates limitless transformations. So, fitness can be used as a tool to help actually save lives. And I learned that early in my career. And that was really the catalyst that really changed everything. And it was a paradigm shift to now, I'm not just doing this as a profession, because I was interested in it because I got injured in high school. In 2011, or 12, I had a client that I trained her and she had a whole host of issues with her, you know, before her, it's just like working out, losing weight, looking good, optimizing athleticism, being the best that you can be. And then I come with this client, she's, she has all these long list of conditions and things wrong with her long list of stuff. And I didn't feel qualified to train her. And at the end, the kicker was that she was a nurse. And I was like, I thought nurses were healthy, because they're in the health field. Her goal was just to walk around Magic Island. What I mean, if you tell people what their goal is outside, they're gonna be like, so what? I can do that.
Pualena 11:04
For those of you who aren't familiar with that space, it's maybe a mile. Yeah. About that, maybe less? Yeah.
Jedd 11:11
Yeah, it's about a mile, a mile and a half. So, her goal was just to walk around at once and enjoy it, and not for it to be a struggle. So, you know, I worked with for three months, making a very long story short, we achieved their goal. And she told me, she was able to walk around it three times. And she was extremely emotional, she gave me a handwritten card, she gave me a gift. And she gave it to me personally, and she told me face to face that you saved my life. If it wasn't for you, I wouldn't be here. And that's when it really changed. I'm like, Okay, this is much more than what I thought it would be. And that's when it all started. And I started to think about, it's not just the modern science that I've studied for many years, it's not the science I've learned from the collaborations that had with all these medical professionals. There's got to be something more to it, there's the behavioural aspect of it. And there's this part called the ancestor wisdom part of it, that we tend to forget. So, that's why in my website, like you saw, I blend or fuse modern science with ancestral wisdom. These are things that we've forgotten for many years, decades, and/or we care not to think about them, because we think it's this hippie woo-woo concept. But it has everything to do what we do today. So, whether you're a fitness professional, or even just the average person that just wants to live life, especially if you're an entrepreneur, you know, there are a lot of things that we can do, when we take the best of both, and blend them. And then that's when I create customized coaching and personalized programs for each individual, for my clients today. That's kind of like the rough story to it. You know, besides I have underlying motivational and driven sources of energy that gets me going every day, you know, that pushes me to do this with passion, and loving what I do every day, because that's part of my mission in life. So, like me, as a human being my path, my mission in life is to be a servant, is to be a servant of the world. And for me to add value, like had mentioned to each person by sharing my knowledge, my skills, my abilities, my gifts, my talents with them, and hopefully that adds value to them. And at the end of the day, it has some impact on their life, because we want to be here for impact. Like we need to have a purpose. Like in Kaizen finished, we talk about your Ikigai your Ikigai’s your why, your why do you exist? Why do you get up in the morning? What's your purpose in life? And so my job is to help them find that as well, or rediscover it or re-spark it. And that, at that point, at the very end of this life, my end goal is for everyone to live a very high quality of life, whatever that may be for them. And that's there's a holistic approach to that. So, that's why I'm here. Kaizen fitness is all about holistic fitness, where we take every component of health, so whether it's health-related, or school-related components of fitness, and we talk about all these other dimensions of health, which is important to the client, and that can run the gamut. Like some people say there's like 8, there's 10, there’s 12. Like, you know, there's other things like social health, there's mental health, there's financial health, you know, there's career, there's all these other dimensions of health. And we explore those things together. You know, and I'm not an expert, like, I'm not a business consultant, like our list. You know, I'm not a financial advisor, but I understand how that plays in the puzzle of life that we deal with every day. And that's my job. And it's just for me, at the end of the day when I do my job, it's not a job. It's a passion. It's not work to me. My days go by really fast. And, you know, at the end of this day, too, when you go to bed, you should be able to answer three questions. One, did I live? Two, did I love? Three, did I matter? So, if you're able to do that to a full extent, then I think that was a good day, you know, and then you just repeat that every day. And just keep going as long as you can with energy, vitality, and just good vibes. Like I always talk to people. So, that was pretty long. That was a long answer.
Pualena 15:23
It was awesome. No, I love there's so many things there that I want to make sure that we touch on because you are, you're very well rounded, shall I say holistic? Like you not only, and what I what I really appreciate is you've learned from every aspect of the spectrum, you have deep scientific and academic achievements and experience, you also understand the sort of spiritual, holistic side of this, you understand the physiological side of this, the anatomic is that a word? Anatomical? Thank you. Yeah, like it's interesting, because I think a lot of people sort of choose one side or the other, they want to be very, very science-based. Okay, this is the stuff that works. These are the journals that prove that this works, here's all the data, or this is very, you know, I'm going to use the term Wol. I need people to know that I'm very woo. So, I don't use it in a bad way. But just like, you know, intuition and spirituality and like, oftentimes, those don't necessarily play together. And I love that you believe in utilize and promote both. Because I think it's all part of the reality that we live in. And to be able to serve people from this space of, you know, we, the way that we live life now is a very recent development. Sitting at a desk for 12 hours a day sometimes, is not how we as humans were, you know, it's not really what we were meant to do, perhaps, who knows what we were meant to do. But we sure didn't live like that not too long ago. And so I love that you bring in also that ancestral knowledge and the ways that we have moved our bodies, as we go back through generations and generations, and bringing that to the forefront so that we can sort of bridge that gap. Instead of saying, like, you know, we as humans are supposed to do this, like you are, you're sitting into the evolution and sort of melding it together. So, I'd love to chat about what that looks like and how you work with your clients who, like, let's talk about both ends of the spectrum. Maybe you have clients who are very sedentary, who maybe haven't done anything since high school PE. And then maybe you have clients who, they're professional athletes, or maybe they just want to be competitive as they continue through their adult years in, you know, martial arts or like Community Soccer, whatever that is. Yeah, let's dig into both of those.
Jedd 18:11
Yeah, everyone, like I said, that's the age range, right? So, it does encompass the sedentary and then it encompasses the high performer. Again, I was actually an assistant strength and conditioning coach at UH. I was part of a division one strength and conditioning program for about a year and a half. And that really, like opened my eyes to more possibilities on how I train people. And it was a very, very intense time, shout out to anyone listening that was in that group, you know who you are, they really helped me to sharpen my knives and actually find that different way to train clients outside of that realm. He then, you know, when I was thinking about, you know, like this, this thing called the periodization method, where you basically plan out the entire year for each athlete from day one to the last day. And I was like, why can't I just apply that to everyone else? So, what I did is I took that method, and I use it for all my clients now. But especially for the sedentary, we weren't specifically me, I always meet people where they're at. I meet them where they're at, and I speak their language. So, even though I'm very scientific and evidence-based, you gotta use plain English because that's what people really care about. And you know, that quote, about like, people don't know, they really don't care how much you know, unless they know how much you care. So, if you're gonna just talk a lot of scientific jargon to them and just passes them it's like, who cares? All I care about is you helping me.
Pualena 19:44
That's a brilliant marketing strategy as well, whether you're in fitness or not, you have language that you use every day in your expertise, in your industry, and to use that language that you use every day to talk to your potential clients is doing you a huge disservice because they don't understand it yet. So, I'm so glad that you brought that up.
Jedd 20:07
Yeah, you got to meet them where they're at, you got to speak their language. And the number one thing that separates me from everyone else is that I deeply listen, like I listen. I let them talk, you'd be surprised too, I mean, a lot of professionals will talk too much and ask too much, unless they have to, but then let them talk. So, like for the sedentary client, like the first step I always do is I have an initial consultation with all my potential clients. And that's always complimentary. There's no charge for that. And it's just a conversation. It's like, well, like how we're talking now, like, this could be a consultation, but we're just talking, talk story, very casually. But I do have a list of questions that I asked that are very important for me to know, for me to take a deeper dive in each person that I talked to. And it's that holistic approach, I talk about and ask questions about these different areas of their life. So, I can kind of paint a broad picture of who I'm talking to. And, you know, I listen, listen to what their needs are. And then I then get to the next step, which is the initial fitness assessment process, where I actually assess their fitness level currently, like wherever they're at now, and it doesn't have to be an astronomical level of fitness, like you could be, like, very bare bones bottom of the barrel fitness level, like completely sedentary, with a ton of health issues, which obviously happen, you know–
Pualena 21:27
Do you ever get people who say, I need to be a little bit more active before I work with you?
Jedd 21:34
Oh, yeah, for sure. Yeah, I get that all the time. But then, when is that going to happen?
Pualena 21:38
Right? How do you address that, we used to get that at the gym to that I worked out where the you know, people would say like, I would talk to them, like, oh, my gosh, you should come to a class. It's so fun. You, there's so much support, and it's all fitness levels. And they go okay, well, let me start working out first, and then I'll come, it's like, hold on. Yes, what do you say to that?
Jedd 22:00
It actually varies, it really does vary person to person, but it's like, no, let's get started now, because then let's see where you're at, let's get you moving together. Because we just want to make sure that we're, we take proactive action now. Because we don't want to wait for tomorrow, you know, because at that point, we're just trying to see if we can get all of our ducks in a row before we actually take massive action. But I believe in imperfect action. Let's take imperfect action. Let's just delve into it. You know, like it for the class part. That's kind of tough, because you shouldn't just dive into a class even though it says all fitness levels are welcome. You want to make sure your body is prepared, knowing proper form and technique, proper breathing techniques, proper biomechanics. And just to have the body a little conditioned, based on based on the class, it just depends on the class. But if it's a like a low-intensity type of class, yeah, dive in, go in. Because you want to be able to do things with other people. You know, we're human beings, we love to do things together in groups and numbers. And we're greater in numbers, whether we like it or not. So, I would actually promote it, depending on the class like you should dive in. But regardless of which way you want to take, take action now. Like, let's do stuff now. And when I create programs for the client, we do it, we start from the very bottom from where they're at, and we progressively go up, and we call that a linear progression. And we already and it doesn't have to be this astronomical rise. Like, it doesn't take 30 days, it's not 60 days, it's not 90 days, like we were led to believe, progress is very progressive, like the tortoise and the hare. You know, it really has, I heard that recently, that's why I brought it up. But it's really small steps, small slow steps toward where you want to be. And that's progress. And we want to be able to maintain that for a lifetime. So, if you're, if you have a routine now that you're doing. And if you ask the question, Can I do these things or this thing when I'm eighty-nine years old? And if it's no, you actually shouldn't be doing it for very long. But plan for that, do things that you know, for sure you can do in your 70s, 80s, 90s, right? But you just take them where they're at. And let's work together to slowly build you up properly based on the goals that we talked about, based on the assessments that we just did. And let's go to this point. And then we take it from there, from here, then let's get to the next step. So, it's a very progressive thing. It takes time and at the same time, you know, we have fun, really, we just have a good time. We, I make it as enjoyable as possible, because the truth is, this stuff is not fun. It's not easy. It takes long, you know, but that's the only path to success. It's like even an entrepreneurship. We can't just, you know, expect explosive growth like having 1000s of followers on Tik Tok on day one, and now you're a celebrity, but then thereafter, how long can you maintain that and what are you going to get from that besides just double clicks and double taps and hearts and thumbs ups? You know, but like we often make sure that we're taking our time and knowing that it does take time. But we can still have a good time doing it. And that's my job too. I make it a very unique experience for each client. Everyone's experience is different. So, for that sedentary person, maybe they need more nurturing, maybe they need more empathy, maybe they need a little bit more loving discipline, you know, as opposed to a high-performing athlete, then that kind of like this Jekyll Hyde thing that happens where, you know, like, you're like, when I do strength and conditioning, then, you know, Mr. High comes out. But luckily, it's all about control. You know, like, it's just the energy, it has to change. The language has to change, you know, when you talk to them. Sometimes profanity comes out. But we only do that because you want to get their attention. But that’s not something I do–
Pualena 25:49
Like Tony Robbins and his state changes.
Jedd 25:53
Yeah, yeah, that guy is bananas. Like he's not. But he's, you know, I listened to him too. And I've always admired him forever. But yeah, it's really just changing your language, changing how you approach each client, whether there's an interior or senior or an athlete, and you just speak their language, just like any other relationship, if you think about it, you know, like when you have conversations with your significant other, or if you talk to a six-year-old, and then you talk to a person that's not from here, you know, they're probably from the mainland, you got to change how you talk, right? So, it's really about communication. I think that's the key point.
Pualena 26:31
That's beautiful. And I love your approach to coaching where you know, you probably have somewhat of a formula for that long term transformation. But depending on who it is, what their experience is, what their goals are, you as a coach, and any coaches listening. If you listen, and you actively listen, and you truly listen, instead of pretend to listen and sit there, nod your head, you get cues that you can then utilize to provide the transformation that's appropriate for that person. I love that you said that it's so key. And I'm curious, if you, do you do just one on one coaching, or do you do anything on groups or anything online?
Jedd 27:14
I basically do it all, from a from a framework standpoint, one I do in-person training. So, it's called mobile training. So, I'll basically go to you, I'll go to your house, the park, the beach, your backyard, driveway, garage, anyplace, anyplace that has space. And I bring and provide everything that you need, if you don't have any equipment, or anything I'll provide that. It saves a lot of time, very convenient, you know, saves gas, saves stress, finding parking, sitting in traffic, especially King Street, or, you know, like the Artinya, you know, like, just saves a lot of time. The other one is online training. So, I train online. So, I have a fitness app that I use is a very simple app, which I delivered the workouts and our programs. And then I do weekly check-ins with them. But then if they want to tack on like a live training, which is like via Zoom, then we can tack that on to a completely virtual. And then the third one is hybrid training, where it's a mix of both. So, I have clients that I train in person, but if you happen to travel, and you're going to be away for a while, then I train them online, so I just switch up the mode, and then I train them from afar. And then when they come back, it's back to in-person. So, very, very convenient, very time efficient, very worth your time. And the way I do it is, you know, like for each person, the programs just vary so much, like it can be just plain workouts, but there are other things I would ask them to do, like maybe going for a walk, going for a walk five minutes a day, making a journal entry on three, at least three things you're you're grateful for, or I might have them do breathwork session, you know, things like box breathing. While I might tell him to do some grounding and earthing, which is part of that ancestral living part, go for a walk in the sunshine, breathe the fresh air, maybe do a barefoot if it's not too hot, and ground yourself in the earth, go into the beach, go into the ocean water, dig your feet into the sand, you know, all these things, go for a forest walk, you know, like, we don't really have forest’s, but you can walk amongst trees. But you know, those are things I can add into the program. You know, but besides that, you know, I train one on one. I train couples, so two people. I train small groups, between three to five people. I do group instruction. So, it could be from 15 to 25 people. And I do corporate wellness too. So, I can train companies. You know, whether you're a nonprofit, for-profit, private, it doesn't matter. It's all train basically one to 50 clients at one time, so I basically do it all.
Pualena 29:50
Amazing. That is awesome. Okay, so as you are on the Course Creators Academy podcast, a lot of our audience are sort of trying to do what you've achieved, where they do one on one coaching and may not be fitness, maybe life coaching, business coaching. And they want to expand for several reasons, right? Like, you can only really take so many one on one clients before you have to clone yourself, which, until that becomes an option, we then have to find other ways. So, a lot of the questions that I get asked are, how do you, Okay, so with a one-on-one client, it's very hands-on, you get to know them, you understand who they are, what motivates them, what their challenges are, why they feel stuck, how to overcome that, you learn about them as you work together. And that transformation, the result that they're looking for, is, that's top of mind for you, when you're working with them. And when people begin the sort of online course creation process or even group coaching, one of the concerns is that, because it's such a unique process, that they can't just guarantee the same transformation for everybody that wants to join virtually. How do you sort of, do you have any channels in place to measure progress to provide support for the people who are online or even in the groups?
Jedd 31:22
Yep. So, again, like the app, it's a very, very basic app where I can actually track like what they're doing, especially historically, whether it's the actual fitness part of it workouts, the behavioural stuff, you know, the ancestral part, I can actually see their progress. Some people and quite honestly, it's kind of weird, like in my profession in my many years, a lot of people don't really look for the stats, like I tell them, I offer, hey, I can graph your stats, like you can visually see your progress and whatnot, but they're like, for the majority for at least for my clientele, all they care about is just how they feel day to day. And I just take notes, like I take copious notes with every client, every single time I train them, every time I coach them. So, I do have a has a historical reference of their journey. But that's part of why I want them to journal too, so they have their own record of their own progress. And that's very personal to them. But it's just the system is actually I'm speaking of that I'm actually working on a program right now, it's still under construction, to where I can offer this to people virtually where it's a very, like you said, holistic program. I'm pretty sure there's some other ones out there. But again, I'm me. And Kaizen Fitness is one and then I'm a local company, here in Hawaii. So, there's only that I can go by as the only one so far in Hawaii, and it's going to be different, it's going to be unique. And from that point, then we can have it in cohorts where we have a group of people of maybe five, six people. And that in itself will be the accountability to make sure that people stay on track, and help push and motivate each other to be its own support group. And obviously, I'm going to be there to facilitate that. But as far as keeping track of progress, like I said, I keep copious notes, I have data sheets that when I do like the assessment, in the console, I have that and then I have the app to visually see their progress in real-time with their notes and my notes. And from there, we just reference back every three to five, well, we do cycles, we do micro cycles, mezzo cycles, and micro cycles. So, like every three months, we'll definitely check in and see how far they've come to see where they're at. And, you know, if we have to give it a number, we'll give it a number. So like, not everything is proven in science, but just give a very subjective number that they can, you know, give it like one to 10. One is bad, 10 is good. You know, so like, we'll just keep track of that during the check-ins. Every one or two months, we check in also just the progress report. And then the microscopic is like, every other day, maybe or two or three times a week, I check on them, Hey, how's it going? How are you feeling? And those little details really do matter to the client. So, it's like, man, like, he really does care about me, like, he texts me like, twice this week. You know, and you know, like, he really wants to know how I'm doing. So, for me, that's how, you know as far as like metrics go, but for them, it's like, just done feeling like they're being held accountable. And feeling supported on a regular daily slash weekly basis is usually their measurement of like progress, which we keep track of.
Pualena 34:33
Absolutely. I love that. And I, you said something earlier that I want to bring back that communication is key. And for people to feel supported, we often just need to communicate with them, right? Send an email, ask how they're doing. A lot of times when we put programs together for our clients, we will suggest some sort of email automation. And yes, it's automated. I'm not personally sending it every time however, it's meant to bring awareness back to the situation, and the client can respond to it, that response will come to us. We can answer the questions, right? So, I love that you said that and that that's built into the things that you offer. And I'm really excited to see what you're putting together. Let's keep in touch. And yeah, yes, I'd be stoked to help you share that once it's ready.
Jedd 35:25
Yes, yeah. I'm pretty excited about it's my first one. So, and actually, that's, our list is full.
Pualena 35:33
Her ears must be ringing today.
Jedd 35:36
I know or she's sneezing. You're like, you sneeze like, Oh, someone's talking about me right now. I'm gonna text her after it's like, okay, you know, I hope you weren't sneezing earlier.
Jedd 35:52
But, yeah, I mean, that's the plan. I mean, there are other things that I'm working on too, which is really cool. And it's new for me, because then I'm really starting to branch out, which is really good that I'm on here, is really just like spreading the word as part of it, you know, communicating with the public, because I used to be very to myself and wanted to just be this philanthropic type entity, where I didn't really want to be put out there, and I would just let word of mouth do its thing. But, you know, given the way our society is right now, it's just tough, you know, especially post-pandemic, like, we really want to be out there because no one's gonna know about me and what I have to offer unless I get out there. And part of that is being visible. So, being visible on social media and just using it properly, not being an influencer. But just to be more out there, doing podcasts, being part of workshops, and being part of business groups. And, you know, like doing a lot of collaborations, which is key for me, whether it's dream house, private/public charter school, in the beach, or with the Blue Zones Project Hawaii, which I'm a community partner with, or just even small local businesses around, you know, like, I can mention a number of them right now. But you know, collaborating with people to better serve people in their communities too, not just like mine, but in the like the chiropractic space, or the bio energetic theories, or like the naturopathic phase, or like just these different communities you can get into, to be more visible and to be to better help them. And to just talk, you know, just talk about share information, teach and educate people, get into work sites, community sites, you know, school sites, and just like teach our kids, let's teach our kupuna. Let's teach our fellow, you know, kama aina. And just, you know, spread the word, because, you know, knowledge is power, right, at least for the beginning. And then we get to the action part later. So, like the workshop, the project for this program is another way for me to do that.
Pualena 37:56
I love that, you keep, like dropping nuggets that, you know, they are very relevant for you and what you do. And they're also just really great bits of advice for any entrepreneur is like, be visible, allow yourself, I'm the same, like I would so much rather be behind the camera, not in front of it. Like, I don't want to talk about myself, I don't want to post about myself, just let the people come, just quietly, let yourself achieve success. It's not how it works. There are more visible we can be, the more we can serve. And I think when we continue to think of it that way. It stops feeling like it's about your ego, and it starts feeling about like it's about service. And that's I think what most of us want, so I love that.
Jedd 38:41
Yeah. Yeah, it's like my two mentors tell me two different things. One once told me that ego is not your Amigo. So, you have to let that go. The other thing is, well, you say you want to do all these things worldly. You want to save the world, right? But how can you save the world? If the world doesn't know you exist?
Pualena 39:03
Ah, good point. So, I tell that to people when they want to start like, oh, I want to write a book. I want to start a podcast. Like, cool, do it. They're like, yeah, when I'm ready. And I'm like, Okay, well, you know, what's stopping you from starting that process right now? And they go, you know, I just want to make sure that it's good, or that people will get value from it. Or maybe I need to learn more first before I do it. And I was like, well, guess how many people are getting value from your podcast now? Zero because it doesn't exist. So, if you launch it and you talk to one, you've one listener, you've helped one person whereas right now you're helping none. So, get it out there. Perfect it along the way.
Jedd 39:47
Yeah, exactly. Like I said, like they know we have this defence mechanism in our brain that wants to keep us safe, whether it's safe from scrutiny or negative feedback, or criticism from people. Like, well, I want to make sure like, you know, like you just said right? It has to be like, basically has to be perfect before I launch it. But you know, like, again, take imperfect action, right? Because for a lot of us, later always becomes never. You know, like you like so you might as well just doing like, I know for sure because that's exactly what happened to me during the pandemic, when I wanted to do a podcast, someone said that to me. And I did, I started it. I just did what I could, it was totally not perfect at all. I just put it out there. I was kind of scary to publish it. You know? You did it. You. If I press publish, it's out there. It's on Spotify. Yeah. As like, oh, here we go. But, hey, it’s okay, you know, like, it's out there. It's out there. But then just share. Even in the podcast, I shared this is imperfect. I know, it's not going to be the best. I'm not gonna have tons of followers and listeners right now. But the, this is just the first step. You just got to keep going and you learn and get better as you go along. And you're just going to continue to get better. And guess what, by the time you happen to be popular, then you're gonna be like, Wow, if she came up with like, 500 episodes already, you know,
Pualena 41:09
It took 500 for one to go viral.
Jedd 41:11
Yeah, exactly. That's how a lot of these celebrities now, if you really take a deep dive in their studies, like they've been around, like, for instance, for me, it's Jo Koy. You know, like Jo Koy has been around for a very long time, as a comedian, and only now people are starting to see his stuff just because of one Netflix special. That's all it took that one Netflix special, but he's been funny. It's not like he wasn't funny. All of a sudden, he's funny. Now he's on Netflix. He's been funny. And he's been working on it. And he continues to get better. Now he's doing all these things. And, you know, that's an example. But we think that stuff like that's like an overnight success, but that you don't know, you don't know the backstory. You know, like how Oprah was turned down at 21 years old. You know, like she I think she was fired. But now all people see is just this conglomerate of Oprah now like, but don't know what happened when she was thinking about taking some action. And she failed at some point, so but just got to do it, like you said, just do it. Just work and keep going, be able to be ready to be able to handle and taking in the criticisms. That's why I always promoted my clients is a strong mindset, to have a very strong resilient mindset, strong will, strong grip, to be able to handle these pressures from society that you will be receiving, you're going to have, you're going to have the negative feedback, you're going to have all these things being said about you. But you know, when you actually have that coming to you, that actually means you're doing something, right. If you're getting negative feedback from somebody, you have a critic.
Pualena 42:51
Totally and people are more like, I feel like, there for every person that wants to say something bad publicly in a comment or something, there's probably 10 to 100 people who are never going to say how great you make them feel or how helpful you are. And so I always like to just, if I listen to a podcast, or I see something on Instagram, I try to make it a point to like leave a positive comment. Because it's just not something that we, we're so quick to judge and we're so quick to make negativity in the world. And we're not as quick to share positivity. And that's the thing, too, is like, the comparison that we make with other people. So, I was on a podcast yesterday. So incredibly produced, they had their producer on with us, he would like share screen, we would go back and forth between views. It was live, it was streamed on all these platforms, it was just like, like the gold standard that I've seen personally. And I told him, I was like, gosh, my podcast feels like a grass shot compared to this. And what I realize is like the only person who's comparing is you, nobody else is saying, Wow, Pua, your podcast is not as polished as that one. I don't think anybody says that. They just want the content, they just want the value. They don't care what it looks like. So, if there's any sort of comparison going on, like, you know, let it be there, because we'll always compare it's human nature. But don't let it stop you. I would say too, the people, you're comparing yourself to, let yourself be inspired by them instead, let that be your goal. Right? Learn from them, instead of being like, well, they're already doing it and I can't do it because mines not as good. I can say that. It's super easy. And it's much more challenging to like build that muscle but it's worth building I think.
Jedd 44:49
Yeah, yeah. I mean, just naturally we're drawn to some negative news, especially like in mass media. There's something about it that draws our attention and we should be giving more praise and acknowledging more positive things. That's why if you ever pay attention to like news stories, like if you watch a broadcast, they might start off with a headline that's negative, like something that grabs your attention. And they'll probably end with something very nice and light and funny. So, like a cute kitten, at the end, because, ya know they want to lead you off in a good note, but then the main body of that podcast was negative news in the media. But you know, like, you know, it's important to pinpoint those things, because those are the things that matter. Like, if you take a whiteboard, that's completely clear, and you stare at it, and the white represents all the good that that thing or person is, and for some reason, there's a little black mark on that whiteboard, everyone's gonna stare at that black mark, they're just focused on that black mark. But they're, they totally forget, all the white around it, that represents all the good, the black represents something negative, something bad. So, we always do that. And those are the people that put comments in the board. And you have, you know, like you said, that's their perception, that sort of translation or interpretation of what they heard or saw. And you just have to take that with a whole bunch of salt, not even a grain of salt, you got to pour salt on that sucker. But when you do that, it's just when people express themselves, it's just a reflection of who they are, their mindset, their upbringing, their conditioning, you know, growing up, their belief systems, and they're imposing it on you in the form of a comment. And you should take that in, sometimes you might actually get something positive from it, you just transmute it into something positive you can use for fuel. Right? But, you know, we all are very unique, and we shouldn't compare, because even in business, there are these two things where you find what's called your USP. So, your unique selling point, or are your unique selling proposition? What sets you apart from everybody else that's doing the exact same thing you are? And then there's this one, there's another thing called your 1% Uniqueness factor. So, what is that 1% of view that does separate you from everybody else, and we all should know what that is, we need to find that out. If anything, if that's something we should do before we, you know, do any action that should be at least that. What makes us totally different from everybody else out there in the world, and even in Hawaii? Luckily, I found that out for myself. And I already know that when I'm in this journey, I'm not here to compare at all with anybody, if anything, I want to work with everybody in my field. I don't see any cutthroat mentalities anywhere, I don't see any competition anywhere. What there are tons of people that need us right now, there are tons of people that need what we have to offer. And we should be working together, we should promote each other, we should uplift each other, we should help each other, we should, you know, collaborate with each other, and just serve a greater community out there. Because that's why we're here. You know, we're here to be as a collective. And you know, that doesn't mean all those negative things won't happen, they're gonna happen. But if you have that right mindset, then you're basically immune to it. You know, unless you have a really bad day that day.
Pualena 48:19
We all have those.
Jedd 48:21
Yeah, so yeah, we're greater in numbers. And we should love and support each other and do what we can to help each other grow, you know, as a collective, as a state, as a people.
Pualena 48:30
I love that. I think that that is a beautiful note to end on. I would love for you to share how people can get more of you, how they can connect with you. And anything that you are excited to share with our audience today. If you have anything that you want to guide people towards, feel free to share.
Jedd 48:50
Yeah, so one, you can come to my website, it was finally, there's a big backstory behind the website, but you definitely can go to the website. It's kaizenfitnesshawaii.com. So, kaizenfitnesshawaii.com. That's one word. And that's kind of like the main hub for everything. So anything that's upcoming that's going to happen, whether it's the program that I'm working on, and just even podcast stuff, then, you know, just check it out in news and resources for people, then yes, I do have a podcast too. It's called The KaiZen Fitness podcast, and it's also on Spotify, Apple Podcast, Google podcasts, etc. And I'm just putting out there I would love you to be a guest as well. Yes. See, you guys heard that so. So, you got proof that she's gonna do it. And then just yeah, follow me on my Instagram, my Facebook pages. It's referenced on the website. You can just search for me. You can just search my name Jedd Ramos, or Kaizen Fitness Hawaii on Instagram and Facebook. I'm still debating on Tik Tok. I'm probably going to do it. I'm working on a YouTube page, as well. But other than that, I'm just excited for all these other projects that I'm doing with collaborations with different people. And you can see that in the social media sites to stay updated. So, yeah, and that's it.
Pualena 50:13
Amazing. Well, thank you so much for sharing today, for doing what you do. You are creating a beautiful, positive ripple effect in the world. And I just want you to know that it's doesn't go unnoticed. And I'm personally grateful that that energy is out here and keep going. Keep me posted. I'd love to support you and share when I can.
Jedd 50:36
Yes, definitely. Thank you so much for having me. You're awesome podcast. Seriously, awesome podcast. I don't know, don’t worry about that high-production one. You're great. Your energy is awesome. I love how you ask questions too. And I feel at home too. So, even your background, I feel like I'm at home.
Pualena 50:57
Awesome, oh yeah, Everyone can just relax in this very curated space. Thank you so much.
Jedd 51:03
Yeah. Thank you. Thank you so much, and hopefully we can do it again.
Pualena 51:07
Absolutely. Talk to you soon.
Jedd 51:09
All right. Thank you so much.
In this episode, Pualena recaps her experience attending the Kajabi Hero Live conference and shares her mindset shift and approach to networking and selling at the event. She emphasizes the importance of serving others while recognizing the value of her own services. She also highlights the focus on connection and relationship-building at the event with insights you can take to your own networking opportunities.
Pualena then provides a recap of Brendon Burchard's keynote speech, discussing his background as an online coaching pioneer and his formula for successful million-dollar launches. She explores the ten-email sequence of Brendon's deadline email sequence for open and closed cart launches, offering insights into each email's purpose and suggesting storytelling techniques for engagement. Listeners are encouraged to consider implementing these strategies to improve their launch efforts.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 0:00
Something with a deadline, anything where you can create some urgency around the action of making the purchase, will result in more sales. Period.
Pualena 0:19
Hello, and welcome back to the Course Creators Academy podcast, I am your host Pua. And today we are going to talk about one of the sessions that I attended a few weeks ago now at Kajabi Hero Live in Austin, Texas. I am really excited to finally debrief and share with you some things that I learned from the conference, there were so many good speakers, I can share in the show notes, the link to the event page where you can see who the speakers were, there were people that we, you know, as online entrepreneurs have probably heard of, and then there were speakers who I hadn't ever heard of, who really left an impact on me. And I just I'm very, very inspired still, which is it tells you something, if we are now three weeks out from returning home from a conference, and I'm still feeling inspired and motivated to continue to execute the things that I've learned. I feel like that was a successful conference. Because you and I both know, normally conferences are lots and lots of information, inspiration and potentially opportunities to buy products and services and packages and experiences. And then you get home and you're all jazzed. And then life happens, work happens and the motivation to actually do the things that you learned very quickly subsides. I don't feel that way. I and I'll share with you the mindset shift that I went into this conference with and sort of why I think possibly I could be having a different experience. I'm happy to share that with you. And maybe we'll start with that. Today, I do want to make sure that we get into a little bit of a debrief of Brendon Burchard. It's what, would I call it a keynote? I guess I would call it, ah, well, he spoke on the first day of the general admission ticket schedule. There was a day before that for the VIPs, I guess I should tell you like this was a conference put on by Kajabi. And anybody who was a Kajabi user was welcome to attend. And you know, they had tickets for sale, there were early bird tickets, there were VIP tickets, there were general admission tickets. I personally chose to do the general admission, just because it was my first time going and I just wanted to go and experience it and get a feel for what the conference was about. After experiencing it, next year, I'm definitely going again, and I might consider a VIP ticket. So, if that says anything about the event and my experience, and I will definitely share more. And as a website designer who specializes in Kajabi as a Kajabi expert, who has been vetted and is literally recognized by the platform itself as an expert in the platform. It was interesting for me to attend, and I wasn't quite sure how to approach, you know, preparing to go to the conference. I'm a service provider, which means literally everybody in the room was, potentially my ideal client. And I was like, do I go as a service provider? Do I talk about my business? Do I sell to people, like what is my approach here, and I, you know, I want to just be very honest, like that those things went through my mind. And sometimes it can feel a little bit weird, right to like, go somewhere with the preparing to sell and preparing to network from a place of learning about you, so that I can pitch to you, which sounds and feels kind of gross. But if we take the gross factor out of it, I can help. And if you are telling me, I have a Kajabi website that I hate and I think it's really difficult to build on it, and I'd like to hire a designer and I'm standing here and I'm like, don't pitch, don't pitch, don't pitch. I may be losing an opportunity, not only to like bring on a new client but more importantly to help you. Right? Like that's, I hope that that's your approach to everything that you do, is in service, knowing that your service is worth paying for and there should be no guilt about that if you're providing a great service. I can say all of that as many times as I want. When it comes to actually doing the thing, I feel very weird about it still, maybe someday I'll get over that. Maybe I won't. So, anyway, I was really kind of struggling, I got some new business cards printed and overnighted. I went out I bought like a bright blazer. My business coach Arliss, brilliantly guided me towards making a memorable impact, without being, you know, memorable in a bad way, or sleazy way, or a embarrassing way, but just sort of subtly being memorable. And one of those things was wearing something bright, bright colours, because, you know, people tend to mute the colours that they wear, or, you know, lean on wearing black to something like a conference. So, anyway, that's really how I approached it. If that helps you at all to go to a conference and feel like you can make an impact. I actually didn't really finish telling you, now that I think about it. So, anyway, I did show up with my business cards and my bag and my, you know, my bright blazer, my bright green blazer. And what I very quickly realized was, this event was designed completely for connection. It was designed for relationship building, it was designed for sharing knowledge, it was not designed for selling, it was not designed and not just for, you know, service providers, but even the speakers. It was a no-pitch event. So, they can't get on stage and say, Okay, everybody run to the back, we've got a 50% off discount for the next hour, go sign up for my program. No one was allowed to do that. Yes, they had QR codes, so that you do put your name and email and you can get a free download. And then you get entered into their ecosystem. And they can, you know, enter you into their process that way. None of them have, I mean, none of them have really sold to us in their emails. I think it was more for, if anything for just more exposure for them and to really come to serve. And I just thought that was beautiful. And wow, did they show up, they provided so much value. And every speaker left an impact. Every speaker was very intentionally selected and curated. And they really, really shared from their hearts. It was just, it was beautiful.
Pualena 6:58
So, I'm so excited to recap some of the speakers for you and share a little bit about them, a little bit about what I learned from each of them. And today we are starting with Brendon Burchard. If you have not heard of Brendon Burchard, that's probably because maybe you're newer to the online space. I don't know. He's been around for decades at this point. He's one of the, I would consider him one of the pioneers of the online coaching space. And he told his story to us at the conference. And you can hear him telling his story on dozens of YouTube videos and podcasts. And so, I won't bore you with that. But if you are looking for the Brendon Burchard story, just it takes a really quick Google and he'll tell you how he had no money, he was living in his girlfriend's tiny little one-bedroom studio apartment and working off of the bed, which was also his office and just she was supporting him. And he felt really guilty. And he wasn't really doing anything. And he was out looking for inspiration. And, he what he really needed to do is just, you know, take action every day, take a little action every day. So, he tells the story much better than I do. And he's now, he said this on stage. And he's known for having million-dollar launches over and over and over. And I think the number was either 27 or $29 million launches in a row. And the one thing where I'm like, can you give us a little bit of data around like how much you invest? How many affiliate partners you have, how much goes out in order to bring a million plus in, you know, I think that's important for people to not just be like, Whoa, if I follow everything you told me today, I'm gonna have a million dollar launch too, maybe, but so he did give us his formula. Everything that he does, the way that he sets up his entire ecosystem, his sales funnel, his email sequences for his million-dollar launches. So, I'm going to share some of that with you because I do think it's valuable. I think that you can have wonderfully successful launches with these strategies. I think they are sound, I think they work for everybody. Whether you have the resources, the number of people on your list, the exposure, the experience to bring in, you know, those huge numbers of dollars for, by implementing these, that's up to you. And some for some of us it will take, you could implement each of these. And you could have a flop launch after flop launch, right? There's so much that goes into a launch itself, the resources that you, I don't have to keep saying it. But just know that these are really great resources and if you aren't sure where to start or if you feel like you've just every time you launch anything, a new product if you are announcing something that you've done for a long time, but you think people don't remember that you're doing it, so you want them to know. If you're talking, sending an email about something, if you have a opening, like if you're a service provider, and you have space for a new client, you're sending messages to your email address, or posting on Instagram, whatever it is that you do, this could be helpful for you. So, I want to walk you through Brendon Burchard, deadline email sequence first. This is for an open and closed cart launch. What that means is, for whatever reason, you're giving people a deadline to opt-in. Now, people ask sometimes, if I have a program, you're telling me that I should only let people in during a certain fixed period of time. Yeah, that's one way to do it. That's what this would be best for. If that's you, great. Go ahead, apply this. If you have something that is evergreen, you could still use this and run, you know, seasonal deals, or special bonuses that expire or cohorts, right? So, you can get a little bit creative with this. But what I will say is something with a deadline, anything where you can create some urgency around the action of making the purchase, will result in more sales. Period. It's just buyer psychology. It's just how we work as humans. The only other thing that works sort of just as well, but it also actually has urgency, is if you're doing like a ramp-up to a new product launch. Potentially, if there's like huge demand for that product, you can create a lot of excitement around that and then open your cart, and then you know, hope to sell out. A lot of times for that, the businesses that do really well have limited, what is it called? Like? They're, they have limited edition products. So, that in and of itself is also urgency. But it's, it's, um, gosh, why can I create words today or recall words? It is quantity-based urgency, right? So, there's only a limited quantity, whereas what we're probably doing in the Course Creators Academy is creating the limited-time urgency. So, this deadline email sequence is a ten-email sequence, you're going to want to write them all and schedule them out. I would say this is one week, like seven to ten days, perhaps you can play with the time. Some people that I would say those are the two most common cart open periods, ten days or seven days. I'm going to run you through emails one through ten. I'm not going to tell you with the exception of the second half, when exactly you need to send them out. Right? It'll be self-explanatory for some of them. For others, you may want to send one email, wait a couple of days and the next one, wait a couple days, or you can send them day after day after day. Okay. So, email number one, you are announcing the offer and the deadline. So, if you wanted to create some excitement around this, you may have been talking about this offer, sort of vaguely in emails and messages and social media posts before this email. But in terms of the deadline email sequence, this is the official announcement, where you're going to give the all the information and give them the deadline. I imagine, in fact, I know it to be true that there are also templates, Brendon Burchard has templates and also a bunch of other people have taken this and sort of massaged it and created their own templates for it. So, you can search for those. I don't have any to share with you all necessarily, but I'm sharing with you the ten emails, you could also take this podcast, pause, play, pause, play, write down notes, go to the show notes, grab it there, and then create your own copy for this. It's enough to do that. Okay, so number one, announce the offer, the details and the deadline. Number two, this email has social proof. You can have testimonials, case studies, testimonial videos. I suggest a little bit of each of those if you have it. Make sure that some of them are very quantifiable. So, if you have any proof of ROI, how people could actually share any very easy to comprehend way what their return on investment was for this program? Now if this is the first time you're ever running the program, you potentially have no social proof. So, I would highly suggest before you do this full launch, is to run a beta group and have a couple people at least go through your program or your course, and share their results in the form of a testimonial or a case study, just so that you have something here. I wouldn't run this super cold. And generally, that's good advice for anybody who's launching a course. So, email two is social proof. We just want people to know, real people have done this, they've gotten real results. Do not lie. Do not write fake testimonials, people can tell, it will come back to bite you, I promise. Number three, recap the offer in a long-form email. I find these to be most engaging when they are written in a storytelling fashion. So, you know, introduce a character that your audience can relate with, introduce what they're struggling with, introduce what their what your offer is, and who's going to guide them through it. If it's you, you know, you can introduce yourself a little bit. If you have coaches, so, you can say I have an amazing group of coaches that you're going to be working with and here are their specialties. Walk them through a little bit of the journey, do not give them everything because they don't care. They do not need your curriculum. Do not include that in this or any of these emails. What you want to do is a high-level preview of what that experience will be. It's a three-month program, every two weeks, you're gonna jump on a call one on one with your coach, and then talk about the transformation. What is the result that you're promising them? Because that is what they want. And make sure that you're describing it in their words, if you don't know or you're not sure what their words are ask your beta testers. Ask your community if you have one. Okay, make sure you use their words and not yours. Because sometimes we often use technical terms that are, it's everyday language for us. And we forget that other people don't know what that means. So, like, if I were to launch something, I couldn't say in this email necessarily, I'm going to in this program, you're going to learn how to create conversion-driven funnels, and automations to your email list that have tags and like, people probably know what that stuff means. But it's way too technical, you're going to lose everybody, right? We're going to automate as much as we can in your digital space, so that you can get back to the parts of your business that you truly love. That's the transformation. Okay. So, that is email number three, recap offer and then long form email. Remember to include the deadline. Email number four. Okay, this is where it gets really interesting. And you would think that this comes earlier, but it doesn't. Okay, so anybody who's still opening and reading these emails at this point, they're interested, okay? People aren't going to buy to the last minute, but if they're opening these, they may want in. So, email number four is an iPhone video and a bonus. He was very specific to say iPhone video. Do you know what this means? No, it does not mean you need to go out and buy an iPhone. Although if you're an Android user, I would very much appreciate all of my bubbles being blue on my text messages if you know you know. No, you need to do a very casual phone, video. You know the kind where you're holding it yourself and it's very obvious. This is a very genuine way to communicate with somebody by video. I love this idea as much as I don't love and I'm uncomfortable with the idea of videoing myself and being on camera. This to me is genius. Because it serves many purposes, one they're hearing directly from you, so they know that you're a VA, maybe your VA is writing these but for the sake of your client who might be curious about your program. It's coming from you not your VA, not your coaches, not the AI that you're using. Right? This is a video of your face, your voice, you are talking to them directly. And there is absolutely guidance out there around what to say in this video how to craft it, what not to say right, what not to do. But I would say, you know, be genuine, be authentic. If you're not going to look into those resources, many of them you probably have to pay for, talk about it. I would recap your offer in video, share why this is so meaningful to you, share how you have affected clients in the past and include a bonus. Okay, a little extra sprinkles on the donut for people to say like, Oh, I really feel like a donut. Okay, I'm gonna go, let me go look in the donut case. Oh, yeah. Okay, these look okay. Right before they're gonna walk away the very last one. It's got the sprinkles and you're like, oh, man, I can't resist that, right? What is the bonus? Oh, it could be anything, you could bring in a guest coach. And the bonus is if you sign up by the deadline, you get one 15-minute session with the coach or you throw in this other course that you have, that's normally $4.99. And you're gonna throw it in as part of the package. Be creative with this. There are so many ways that you can add a bonus. So, yeah, maybe it's a live call with you, an extra call. Maybe it's a coaching call. Maybe it's a podcast interview. Who knows? Right? Okay, so, email number four iPhone video, and a bonus.
Pualena 20:59
Email number five is an FAQ. Okay? So, any questions that you may have been getting up until now make sure you write those down, keep a log somewhere. Maybe you have people, your beta testers, what questions would you have had before you jumped into the program? If you have a community, oh my gosh, you have a goldmine. Ask them questions, ask them about your program, go live in the group, take the questions that you're getting and build out an FAQ. You'll want to put this also on your sales page, for sure. And craft them in an email. What this does, and I would encourage you also to include questions that you haven't explicitly been asked that address objections. Okay, so if this is a high ticket program, you're going to want to address like, do you have a money-back guarantee? Do you have payment options? Can I cancel any time? You know, the money stuff, address the money stuff, address the time commitments, address whatever resources are going to have to be committed for them to be successful in the program. How much support am I getting? What happens if I don't like it? Can I join in future? What if I have to travel? What if I'm, do you record the calls? Like these are all questions that people are going to ask because they're afraid that the commitment and the investment is not going to be worth it. Those are going to be your objections. And it's real life. This is real money that people are spending and committing to you. And so I think it is worth answering their questions for sure. And again, if somebody is now reading email number five, they probably are considering jumping in, and you just need to ease their mind. Okay. Email five FAQ. All right, this is where you are going to get very specific guidance on when to send these emails out. So emails, 6, 7, 8, 9 and 10 have a very specific time. Email six is 72 hours left. So, you're really going to say like, Hey, guys, let's start to make some decisions here. Because you have three days. Now, Brendan didn't go into the content of these last few emails, he just let us know when to send them. So, I would say like, why don't you just go back to the beginning and just sort of like repeat, you, don't send the exact same email, but you could potentially follow a similar format. So, 72 hours left, maybe you recap the offer again, right? Because you just did an iPhone video, you just did an FAQ, it's time. So, that would be my suggestion. Again, either research and invest in some templates or some guidance around this beyond this or go with your intuition and use this as a framework. Okay, so email seven is 48 hours left and this one he did say he specified another iPhone video, or smartphone video, another phone video. Another genuine message from you, from your phone handheld, saying, Hey, you have two days. This is going to be awesome. Get in here. Okay, email 8, 24 hours left. Maybe there's a testimonial in there. Maybe you're bringing up some of the FAQs that are very, very popularly asked in over the last couple of days. You want to send a 20, So the last three email 8, 24 hours left email nine, last day, so 24 hours, right? You're probably going to close cart tomorrow. So, email nine, you said today, the day that your closing cart at the very beginning of the day, that is going to be in their inbox by the time they wake up. And then email 10, last call. Like, I would say, send this out 60 minutes before you close the cart. And then listen very carefully. Close the cart. Close the cart. Okay? If you have one person opting in, and you're running a group coaching program for one person, and you're like, oh, maybe I'll extend it for another day or another hour, do what you say you will do. People will remember this, you need to be true to your word, and close the cart if you have made zero sales, close the cart and run another full launch. I believe that there are exceptions to this, I believe that those exist, but from, at least from my perspective, I just think that we all just need to do what we say. Now, if somebody emails you, and they're like, oh, my gosh, I did not see these emails, I was on vacation. I've been looking forward to this, I really, really, really want to join. It's up to you, you can totally let that person in. But don't blast your list, saying, oh my gosh, guess what I'm extending this, after I sent you five emails in a row that I'm closing the cart. And this is the final announcement. And then oh my gosh, here, it's open again. Because that really, really does look and feel desperate. Okay, so you can make the calls one on one, if you meet somebody that you want to let in. Or if somebody emails you, and they truly did not see the emails and didn't opt-in in time, but don't publicly announce that you're extending your car open. Again, take this for what it is, you're an adult, you can do what you want. But that is my advice.
Pualena 27:01
So, Brendan did share a little bit more about his ecosystem of products and how he sets up his checkout carts. I'll walk through that real quick, if you're interested. But this was actually like my biggest takeaway from him. And it was so interesting, because some of the speakers had hundreds of slides. They just were up there, just giving and giving and giving and giving. And it was great, I think, different strokes for different folks. And if people love data, and they love seeing slides with lots of text, and I know that's a no, no, but some of them gave a lot of good information. I was taking pictures of slides. And I haven't really looked at those pictures since then. So, that should say something but I mean, it is what it is right? I probably would want to put some information on some slides. Brendan had, and he even said, I have four really badly designed slides. And they were, they were like really badly designed. They weren't designed. He just wrote he just, it was like, it was like drafts. But the information was there, the information was good. And he was a very engaging speaker. He has positioned himself as an absolute expert in this field. And he doesn't need fancy slides, he can deliver information, he can deliver content, he can deliver value in a very organic way. So, that's what he did. So, take it or leave it but I thought it was very effective. So, one of the slides was the deadline funnel. That wasn't the first slide. But again, that's what I wanted to focus on today. The other he did share a slide that had a triangle on it, and it had the three things that he does in order to sell high-performance coaching. And that's live promotions. So, webinars, workshops, anything that's live that gets him in front of an audience on a quote-unquote, stage, zoom, I would consider a stage at this point. So, live promos, Evergreen funnels. So, something that's out there, you know, Facebook ads, maybe you haven't an Evergreen, repeated recorded webinar funnel. And then the third one is content rhythm. So, finding consistency and creating and delivering content. Podcast, YouTube channel, Instagram, Facebook, LinkedIn, Tik Tok, whatever that is, finding a rhythm and being consistent. Those three things brought together allow him to sell high-performance coaching. The next thing he shared, I don't actually remember the order in which he shared these but another thing that he shared on another poorly designed but very effective slide was the offer grid. I believe I have doctored this a little bit. I'm looking at my notes versus his slides right now. But I'll share with you what he shared. And it may, what I may have doctored or like the prices. But he basically said, you're going to sell two topics, right? Find two topics that you can teach on or provide a service for, or provide a product for. So, for me, one was course creation. The other is website design. So, there's going to be a free thing, a free resource. Course creation, I said my free resource is a podcast, called The Course Creators Academy podcast, welcome to my free thing. The next thing is a $7 product, a download, a checklist and mini-course, something where people were are gonna pay a little bit, but it's a very approachable price point $7. Now, you can upsell from here, or, and/or have a standalone product that is a 49. I like seven. So I'm going to say $47 A month subscription. So, he's basically saying you have a $7. One time thing. You have a $ 49-a-month subscription, you have a 29? No 297 or $1,000? I don't know, it's I think it's like the range, medium ticket, I would say, right, there's the like super low ticket $7, the subscription at about $50 a month, there's the sort of medium ticket 297 or $1,000. And then the $10,000. It's a $10,000 group. So, here's my breakdown. I would say you have a topic, you have a free thing, podcast, YouTube, whatever, you have a $7 something, a download a checklist, a mini course, you have a roughly $50 a month subscription. So, perhaps this is a like a coaching subscription or group calls. Whatever that means to you. For me, I have an ongoing support subscription. Okay, so that's what I identified, that could be in my website design track. So, I don't, it's not coaching, it's like an actual service-oriented subscription. Then there's a course right, so the course is anywhere from 297 to $1,000. Standalone, no live component, no coaching. And then there's a $10,000 group coaching program, which could I think it was like $10,000 Plus, so it could be group coaching, it could be one on one coaching, but that you get an idea, right? Like this is the ecosystem that we're building. And you only need one or two tracks. The idea is each of these things builds on each other. So, if I get the $7 thing, it would make sense to have the opportunity to upsell to the subscription or the course or the coaching package. They're all related. So, you're not creating 10 different products or 10 different offers, you're just creating levels of accessibility. And you know what people are going to get and get out of each of those things. I apologize if I didn't explain that so super clearly. I would seek out resources where Brendon talks about these things, I believe he has a couple of podcast episodes. And if I can find those, I will link to those here. But I did think it was interesting, because I think a lot of times we focus on one thing, like maybe we only have right now a big group coaching program, but we don't have any standalone courses. So, people can opt-in at anything else than a super high ticket offer. And maybe they can't afford it, or they don't need it, or they don't want it, and we can serve people at other levels, we just have to create the opportunities. So, I really, really appreciated the simplicity of this and the way that it just creates a way for you to meet people where they're at, whether that's a commitment-based place or a financially-based place. It feels very service oriented and inclusive, which I really like. Okay, so that's the offer grid. The last thing I'm going to share with you today, I know this is a lot, I did want to recap feel free to listen to this multiple times, break it up, pause, take notes. I can share my notes with you, you know, whatever is helpful. The payment flow. So, this is how Brendon Burchard sets up his offer and his checkout pages or sales pages in order to, he said this is how he does his million dollar launches. Remember the caveat he didn't tell us what he puts into them to get the million dollars out. But these are the tools he uses. So, he has a main offer sales page buy now button, all the sales page stuff. Here's how to opt-in by now. See you on the other side. Then you get to the checkout page with the main offer. Okay, so you were on the sales page, you click the button I'm going to buy now, I'm over now to the checkout page where I'm going to put my name, my email, my phone number, my credit card, and then I'm going to see an order bump, where the opportunity in one click to add something to my order. Okay, so maybe I'm buying the $7 thing, and it's like, Hey, here's a checklist on everything that you need to create your online course. Right? Before you check out, Hey, I actually have a course that I put together, and it walks you through every single step of creating your outline, how to set up your room for the best recording, what equipment that you need. Great video editors that I recommend, you know, like, it's a $297 course, to get you to walk you through everything that you're buying in the $7 checklist. I don't know, that's take this with a grain of salt. I'm trying to think of examples off the top of my head, and they may not be great. Basically, you're going to add an opportunity to upsell, and then you're gonna do it again. Hey, do you love the idea of having all of these resources at your fingertips, but accountability is the thing that you know you need most, I have a three-month program. By the time you're done with those three months, you will have your course done. Click here, right? Somebody may say no thank you to all of those, they leave with the $7 thing, perfect. You're meeting them where they're at. But if they want additional resources if they want additional support. And that's what this is about. The way that I talk about it, I feel like a car salesman, because I'm trying to talk about examples that aren't natural to me. But I believe that you are offering levels of support that come at different price points. But either way, they're going to buy what they need. And then they're going to get to that thank you page. And they'll be on their way you. They are in your ecosystem, you can bring them up and down the ecosystem in whatever way you want after they become a client. And it's, you know, it never has to feel salesy. It never has to feel slimy or skeezy. Or, you know, I don't want to say the right word. But I think that this is a great place for us to start thinking about our offerings. And if you feel like you've sort of been stuck either, you're just starting out, you're not sure what to offer, but you have all of these ideas, this might be a great way for you to start to put those ideas into the right places. And if you have a few things that you've created that you already sell, but you aren't sure how to make them talk to each other. I'm hoping that this will provide a guideline for you to fit them into either the offer grid or just wrapping your mind around how you can deliver maybe your launch emails or you know, whatever it is, whatever I've said today that is helpful for you. I hope you can take something from it. And if you have questions, which I'm sure you do, because I tend to be long-winded and maybe I don't explain things very well. Please reach out, I am on Instagram. You can find me at Rebel Media. It's @RBL.media, on Instagram and at rebel media.co, RBLmedia.co, is my website. There's a contact form there. Feel free to drop me a note and I can't wait to hear from you. I hope this was helpful and I will talk to you soon.
In this episode, Pua and Allegra explore the world of digital marketing and copywriting. They highlight the benefits of organic marketing, specifically the power of SEO in connecting businesses with individuals actively searching for solutions and extending the lifespan of content. Monetization strategies are discussed, with a focus on transforming website traffic into engagement and leveraging blogs as effective opt-in tools.
The conversation then shifts to the advantages of utilizing Pinterest as a search engine. Allegra discusses why its user base is primed for purchasing and other factors that Pinterest brings to digital marketing. Additionally, she shares tips on using Canva to create visually appealing Pinterest posts, making it accessible for any business to tap into this platform. Additionally, Allegra and Pua delve into the role of AI in copywriting, emphasizing its potential to enhance, rather than replace, the work of copywriters.
Allegra shares practical copywriting tips, including crafting personal narratives and effectively selling one's own products. She provides advice for first-time copywriters and considerations for hiring a copywriter. The episode concludes with insights on content repurposing and the importance of utilizing one piece of long-form content to reach a wider audience. Listeners gain valuable knowledge and guidance from Allegra's expertise, making this episode a valuable resource for digital marketers and copywriters alike.
About Allegra Cook
Allegra Cook is proud to share that she is one of the rare copywriters still specializing in search engine optimization (SEO). She is genuinely fascinated by SEO and the positive impact it has on her client's brands. When she's not producing results-driving strategy and copywriting for her clients, you can find her hiking in the woods, diving in the ocean, or scribbling lines of poetry.
She claims that leveraging SEO was one of the smartest decisions she's ever made for her brand. Before figuring out SEO, she spent a ton of time on social media and cold pitching. Allegra was tired of showing up so often without seeing real results. Now, Allegra relies on SEO to grow her brand in so many ways. From bringing in qualified leads consistently while staying focused on her vision and clients. To being a true and reliable source of income through avenues like partnerships and affiliate marketing.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Allegra Cook | Allegra Cook
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Transcript
Allegra 0:00
It feels like we spend so much time trying to get ourselves in front of our audience and our clients. And what SEO really is at its core is it's a method for bringing your customers to you.
Pualena 0:18
I am, as always, super thrilled to have another amazing guest. We have Allegra Cook here on the podcast today. And she didn't know, but she signed up to be my guinea pig today because we are trying a new podcast recording platform. So, Allegra, as I said, you are my guinea pig today; you didn't know it. So, thank you so much for being open to testing a new platform with me. And yeah, I'm so thrilled to have you on. Apparently, copywriters are like my favorite people to interview because you have a skill set that I think a lot of people, it's almost that like unicorn skill set, where for a lot of people, they think oh, you know, I'll just write my own copy, I'll just like Google what it means to write a good sales page. And quickly find out that it's quite difficult to write copy for yourself. And it is an absolute skill set to write copy for different outcomes. So, thank you, we'll dive into all of that. But first, I just want to hear you know, who are you? What is your business? And how did you get into this world of copywriting?
Allegra 1:27
Yeah, thank you so much for having me, I'm so excited to be here. I can definitely give a little bit of my background. So, I am a content strategist and copywriter. The main area that I focus on really is organic growth. So, I help clients grow their audience and their credibility, and sales through organic channels like Pinterest and Google. I actually started my career in advertising. So, I worked at a big firm in New York City, I was really doing the corporate lifestyle. And you know, going through the experience that so many of us went through and 2020, I just really took a step back and thought about how I wanted my life to look like. And it kind of just caused me to decide that I wanted to go out on my own journey. And a few years later now, I'm just super grateful that it's all worked out really well. And I'm able to have my own business and clients. I definitely love working with other entrepreneurs who are also on this journey in the online space. So, I'm stoked to talk to your audience today.
Pualena 2:28
Amazing. Isn't that funny? I'm so excited, by the way, to get into like, organic marketing because I think a lot of people assume that it's pay-to-play or you just kind of struggle through it. So, let's definitely hit on that. But I have to say, isn't it funny how like, when you're in college, or even, you know, just after, the absolute pinnacle of success to you, it's like getting ready and going to work in New York, City. In your like business clothes?
Allegra 3:08
Exactly. I mean, it's because, like, when the movies that we would watch growing up, like the 2000s rom-coms. Like, there was always the girl going to work in the big fancy office with her heels on. And, you know, there's elements of it that was really fun and engaging. But there was also a lot of it that is not movie perfect.
Pualena 3:34
Long hours, quality of life. Yeah, totally. Well, congratulations, you are doing the thing. And let's dive in. And really, I'd love to learn from your expertise and your experience and sort of starting out with a conversation around why do you feel so drawn to support entrepreneurs, specifically around organic growth? What about that draws you to this field of work?
Allegra 4:03
Yeah, so I have always been really fascinated by the potential and idea of SEO ever since I started my business. I think, as online entrepreneurs and in working with them, it feels like we spend so much time trying to get ourselves in front of our audience and our clients. And what SEO really is, at its core, is it's a method for bringing your customers to you. And it's this area that I tend to see a lot of people missing out on in the online space. And I think that's because it does feel and it is like pretty technical and nuanced. Even the term itself like search engine optimization, feels a little daunting to try and figure out, but at its core, because if I can demystify it for anyone, at its core, just really thinking about it as this way to connect people who are actively searching for your solution with your resources and your offers.
Pualena 5:05
Oh my gosh, thank you. We can end right now, and everybody will be stoked. Because SEO everybody's like, Oh, I need SEO, you do that, right? And that's kind of all they know, right? And I love that you said it's almost like your sales force that sells for you when you're doing other things.
Allegra 5;26
Exactly. You can really think about it as if your website but coming to your virtual sales team because you have new customers, new email list subscribers, new potential buyers that are coming to your website while you are focused on your vision and the task that you want to focus on in your business.
Pualena 5:45
Ah, I love it. And while we're demystifying SEO, let's go a step further and let's really talk about like, what are the components of SEO? How does it work? What are its inner workings? And how does copy? Like how could something as simple as writing some good content for your website help to boost your SEO score?
Allegra 6:09
Yeah, definitely. So, I think the first place to kind of ground us would just be talking a little bit more about what those like larger benefits of SEO are and why someone would want to focus on those channels or incorporate those channels along with the other things that they're doing. The first thing that I kind of mentioned is just thinking about the lifespan of your content. So, I think as entrepreneurs, when we think about growing our audience and our brand, kind of one of the first places that our mind goes to is social media, just because that's where a lot of people are showing up. And while that is also a great place to build an audience, I do also hear a lot of people feeling a little bit burnt out trying to keep up with the algorithm and all of that. So, the first thing to think about is that, you know, when you're creating SEO content, which is essentially blog articles that you post on your website, Pinterest pins that you use to drive back to those blog articles. Those pieces of content are able to live on those search engines for months and even years to come. So, it's a great way to really think about using your time in a way that is going to amplify the impact that you're having over time. So, that's the biggest benefit that I would say that's relevant here. I can also go into a little bit more of what breaking down what that process actually looks like.
Pualena 7:42
Yeah, that'd be awesome. And I think you touched on a lot of things that people, again, there's this almost like, I'm a business owner, I have a website, so, I should be paying attention to my SEO, I should be blogging, I should be doing all these things. And maybe that's true, but a lot of people don't understand why. So, the more we can help them to understand what each of these components will do for them. And alternatively, I have a lot of people say, you know, I know I should have a blog, but I'm just not a writer, or I just don't want to commit to creating regular written content. So, I'm curious what you would share with people who are like, Oh, I don't think a blog is for me.
Allegra 8:29
Right. Well, even starting there, one of the other big benefits of this channel is that it is one of the channels that doesn't require your face or your physical presence. So, it's kind of one of the few channels these days that you can still outsource. So, I do want to encourage people, if you do feel like you're not if it feels totally out of your wheelhouse, it's definitely something that you can get support on. But also, it's an interesting time to be thinking about creating your own website content because AI can help with the process. And not that I would say you can use AI to actually create an entire piece from start to finish. But the ways that you can use it to bring in to help you with that keyword research and outlining and creating different sections, it definitely makes the barrier to entry much lower, but being able to kind of bring in those tools at your disposal. But I would say that, just to give in a larger step back and to give kind of an overview of SEO in general. There's really two key buckets to think about when you start to approach this channel. The first one is thinking about monetization. So, this is a piece that I think a lot of people miss, but the first thing you want to think about is how are you going to translate your site traffic into actual people who are engaging with your offers. So, a lot of people will view a blog article as something that is, you know, nice to have, maybe they post here and there, but it's not actually gaining a lot of traction for them in their business. And that's usually because they're not seeing it as what it is, which is a really powerful opt-in tool. So, a lot of us are constantly thinking about how do we grow our email list? That's a question that's on our minds all the time. A really simple content funnel that you can do, is create a blog article targeting a question that your audience is interested in. And then, in the first few sentences in that introduction of that article, you would also include an opt-in to a relevant piece of content that relates to the article that the audience might want to download in exchange for their email address. And then of course, once they get that freebie and their email, you want to send them a few more emails that tells them how to engage with your offers. So, when you think about it, that way, it really becomes more of an opt-in tool that also has all these other benefits as well. But I think viewing it as that helps people really see how it's tied to revenue and not just tied to, you know, a nice-to-have piece of content.
Pualena 11:28
Oh, that is so epic. Yes, and there are a lot of people, right, who are like, Oh, the way that I build my email list is with my freebie download. Yes, totally, and maybe people already have your download, or they don’t want the download, right? Maybe people are finding that one article, but they haven't actually gone to your main site. So, there's all these reasons, right? So, I love that you shared that, as also a way to kind of inspire and motivate people who are thinking, Oh, I'm sort of non-committal about this. Right? And so it becomes this somewhat regular way to share new information in exchange for an email address or, ideally, a sale down the line. What are your thoughts on the frequency, ideally? And then for those who are like, I can't do weekly, I definitely can't do daily. Do I have an option?
Allegra 12:31
Yeah, definitely. So, I would say, you know, one thing to keep in mind is that SEO it's definitely a channel that takes a little bit of time to see traction. I would say it's very similar, though, with things like social media. So, if you do decide to start blogging, it might take about two to three months to see a good bit of traction with it. But even just two to four blogs a month, with really targeted SEO, which essentially means making sure that you're incorporating the right keywords into your pieces. Even just two to four blogs a month can make a big impact. And what's really great about having those blogs is that then you can amplify that content on other channels. The one search engine that I think some entrepreneurs do a good job of taking advantage of, but a wide majority haven't really tapped into entirely, is Pinterest, because a lot of us think of that as a place to that's more of like a social platform just for getting inspiration. But it's actually a really powerful search engine. And the people that are going on Pinterest are people who are actively looking for digital products and resources. So, it's a great place actually to promote things like your freebie. The person who's on that platform is a lot further down the buyer journey because they're like actively looking for things, like a template and/or a digital guide, things like that. So, what you can do is you can actually create up to like 15 different Pinterest pins based on one blog article. So, if you're creating one piece of content, you can turn that into lots of different pins that can drive traffic back to them. And, you know, if you're someone who has a more high ticket program, it's obviously going to be harder to get someone to buy that high ticket right off the bat. But you can view that Pinterest and blog article as a way to incentivize them to opt into kind of like a lower level offer or a freebie, and then they're on your email list, where you can continue to nurture and eventually upsell them into that offer.
Pualena 14:54
That's gold. I did not expect you to say that. I thought you were gonna say LinkedIn.
Allegra 15:01
Yeah, I mean, there's definitely a lot of different channels that you could do it with. The one I find that I love to talk about is Pinterest. Just because people don't really realize it, I think.
Pualena 15:12
Totally, it almost feels like it's, if you don't have a visual offer, it's not the place for you. And I love that you said that that's just not true. And people are sort of more primed to buy if they're searching on Pinterest than other platforms.
Allegra 15:32
Right, and you make a good point like it is a bit of a visual platform. So, what that means, just to anyone listening, is that, although you will probably have to create a few different graphics in Canva, which you can do, you know, pretty easily. But as a writer myself and not a designer, I know that those tools can definitely take more time than you think. But what you can do is you can create like 10 templates that you then just switch out and use every time that you have a new article, so it can become like an easier and less time-consuming process.
Pualena 16:07
Oh my gosh, this is such gold. Thank you. Wow, okay, Pinterest. Yeah, I mean, please, audience listening. Let me know if you do, you know, tap into the Pinterest world. And I'll definitely connect you with Allegra because I think it's one thing to hear it, and it's another thing to say like I'm inspired to give that a try. So, I do hope that people you know connect with you and learn more or try to create some things themselves there. I'd love to go back to what you said. I very much geek out on conversations around copy and AI with copywriters. Because so many people who are not copywriters will say things like AI is going to put you out of business. Nobody needs a copywriter anymore. Nobody needs to have any writing skills anymore. And I think you and I both know the truth. And you sort of alluded to the fact that AI is a great tool; it can give you a good start. And with the right prompt, it can be a great support, but it doesn't do the work for you. What are your thoughts on AI and how to best sort of utilize it if somebody's wanting to either DIY or work with a copywriter?
Allegra 17:33
Yeah, I would say that if as a copywriter right now in this moment, the best thing that you can do, that I can do is learn how to leverage AI to make my process more efficient. Because some of the amazing things that it does, is it helps me to outline research faster it helps me with understanding my ideal audience. It helps me with putting together some like examples and metaphor. What I will say is that you then still need to take everything that AI creates and frame it in a way that is really compelling and appealing to your audience. And that takes a lot of not just time but also understanding what goes into creating a compelling message. And so there's a lot of talk right now about it replacing copywriters but the way that I see it is more of enhancing a copywriter's work so, that they can work even more efficiently. And I think it does help some business owners DIY their own content, someone who's still in the phase of business where they are willing to spend the time tinkering with AI and trying to use it themselves. There's always going to be people that are in that stage of business. And I think a good way to think about that is it similar to how Canva changes the design industry, you know, like, people can go in there and DIY their content, I can go in there and do that. But I still want to work with a designer who can take that off my plate entirely because when I go into Canva, it still takes me two hours to create a little PDF that I thought was gonna take me 20 minutes, you know, so it really just depends on that business owners priority and also their budget and their ability to work with someone who can really help them like create that compelling copy that I do believe that a copywriter is still the best person equipped to bring in the techniques that are going to lead to results.
Pualena 19:52
I could talk to you forever. You're just like dropping knowledge bombs left and right. I love that–
Allegra 19:57
Truth bomb.
Pualena 19:59
Yes, it's amazing and I've never really heard it explained in that way where there's almost like a hierarchy or not a hierarchy. But there are levels to entrepreneurship and to the resources that we have available to us. And what I love about what you just said is, you know, understand where you're at, and the tools that are available to you at whatever space that you're in and aspire to, you know, at some point, you are going to want to hire a copywriter, because there are, you know, and work with somebody like Allegra who can learn your business, learn your audience, and create great content for you. But until you get there, you know, leave that as a goal, utilize the tools that are in your wheelhouse, and use them well, right? So, we don't want to go into AI, we want to go to chat GPT, say, write me a blog article about web design, and then copy what it created and paste it to your website, hit publish, and move on with your day. That is like such a no, no. And I think maybe down the line, it'll get really good at sounding like a human. But right now, at least to me, it's very obvious when AI has written something.
Allegra 21:13
Right. Yeah, and I think you bring up a good point with all of that. And just thinking that, I do think that what it does is kind of separates really valuable copywriters from copywriters who are just kind of stringing words together, you know, and I do think that as the business owner, you have, it is in your right to make sure you're finding a copywriter who is bringing in those elements that AI can't emulate. And I think that now it's just more obvious when you find someone who's able to do that. And I will say that I think one of the biggest strengths of a copywriter that you can look for is someone who helps you bring out your stories and really identifies those like tidbits in your life that can connect back to your marketing because, in this age of AI, I think that's something we're gonna be missing even more, because obviously, you know, chat GPT, can't open an email with a story about your grandma that then connects back to the marketing message, unless you tell it to do that. And the everyday business owner just doesn't really know how to bring those stories out.
Pualena 22:27
Absolutely. You know, I appreciate so much the storytelling component of digital content. And you're right, like you can, I imagine that there's some AI out there that is starting to develop things around storytelling based on prompts, right? Like you could answer a series of questions. But there's something about having the intelligence of a human putting together a story and then, or like listening to a story and putting it together in a way that captivates a very specific audience. Right? It's not like a movie that you want to just sort of hit box office numbers that anybody can watch and be entertained by, you're targeting an audience for a very specific outcome. And I don't know, I think humans do that best still.
Allegra 23:24
Yeah. And I also think, especially as us in this little like online entrepreneur space, where there's so many amazing people. I just, I really believe that people are always going to want to work with people, you know? I don't think there will ever be a time when I only want to use AI to do everything in my business because it's just so, it's such a pleasure of being in this world to have interacting with other people in the space, who can help you bring out the best in yourself. And I think that's a really special aspect about our industry that maybe isn't true in all industries. But it's just fun that we get to be a part of that.
Pualena 24:04
I agree completely, and I think you saying that you are about to attract a bunch of people too, that are like, Thank God, this girl understands what I want. So, yeah, thank you. Amazing. Well, let's dive into I know we sort of like got off; we went down a couple of different paths. But when we are, I work with a lot of online course creators and online business creators in general, who have programs and products, and maybe they're selling like a digital ebook or a physical book, or you know, and there is a lot of messaging around selling your services, selling products. It's not just your homepage. It's not just your sales page. It's the confirmation emails. It's the checkout language, and there, people feel very pressured when it comes to the point in our service where we start talking about writing copy. And copy is not my strength, I can read good copy, I can sort of make edits and suggestions. But creating copy from scratch is something that also feels very overwhelming to me. And so I'd love to hear if you have any sort of tips for that person who's out there, and they're trying to figure out, you know, how do I, how do I write about myself? How do I write my bio? How do I sell my own products that I'm so close to, that it's actually quite difficult to craft a message around that?
Allegra 25:28
Right. I think the best way to kind of take the pressure off of yourself is to remember that the most important person to focus on is your audience. And I know that you know, we hear a lot of that in the online space, like, figure out your ideal client and speak to your audience. And so, I don't want people to think that they can't also bring in their own story, because like I said, like, especially today with so many people in this space, and with AI, like telling your story really is going to resonate with people and help bring the right folks in. But at the same time, I would say that the most important kind of messaging to focus on is what does your ideal audience need? What is the main problem that you can solve that relates to your offer? And you can ask yourself that question at any piece of content that you're creating. So, for example, if you are, you know, writing the sales page for a digital product, and you're thinking, Okay, this is the last step of the journey that my customer is going through before they might want to buy. So, what do they need in this moment? They might need some of their questions answered, they might need to hear again what that transformation is that they are going to go through. And I think just really bringing it back to that customer can give your research a good amount of clarity and knowing kind of who to speak to in that moment.
Pualena 27:17
Oh, my gosh, you are incredible. If you guys are listening to this, and you're like she's amazing. I can only imagine how much, just support you provide when people are working with you to get their copy created. That, it's interesting that that advice is something that we hear quite often, you know, what's the problem you solve? Who's your audience, all of that? Somehow, you've explained it a little bit differently. And I've heard it a little differently from you. And it just feels like it makes sense. It feels like it's a very approachable mindset, when it comes to creating something from scratch.
Allegra 28:02
I'm so glad to hear that, I'm blushing over here.
Pualena 28:06
Well, you are clearly an expert in your field. Is there anything that you have, any sort of advice that you want to share with anyone out there who might be either starting out on their journey, wanting to create and write copy for themselves that is, you know, impactful, maybe conversion focused? And/or perhaps some questions for the audience. Just help them figure out if hiring a copywriter might be a good move for them?
Allegra 28:37
Yeah, definitely, I would say, when you're first starting out on your journey, you just have, there's so many different elements of your marketing that you are trying to figure out. And you're trying to know where to put your energy and your focus. And I think the first step, that I would say, is to really just think about setting up a very simple content funnel that is going to help bring people into your email list. So, if you think about the signature offer that you want to sell, just try and think of what is one free piece of content that I could create that relates to that offer that my audience would be interested in. And then once you have that freebie created, you have a perfect piece of content that you can now promote across your channels. So, if you're wondering, like, what should I talk about on social, you can promote that freebie. From that free piece of content, you want to make sure you have a welcome email sequence setup that kind of just talks your audience through what the different offers are, that they can use to work with you. And that's going to drive back to wherever they can engage with that offer, whether that is your sales page or your website. And I know that when you're first starting out, you're just thinking that you have all these different places that you need to be showing up. So, I hope that that can give someone just a little bit more focus on what to set up first.
Pualena 30:08
I love that, everybody needs to know, where do I start?
Allegra 30:12
Yeah, exactly.
Pualena 30:14
It is a little overwhelming, and even if you're not starting out, but you are ready to evolve or level up, or maybe you're rebranding, that is also a great place to start when you are refreshing your content, right?
Allegra 30:32
Yeah, exactly. I mean, even me, like, now I'm thinking about adding a new offer. And the first place my brain goes is, okay, how can I bring people into my email list so that I can promote that offer to them? It's always like the first place to think about
Pualena 30:47
Brilliant, see the experts doing it; we should do it too. And if somebody is thinking about hiring a copywriter, and I thought of a question that I'm going to ask after this, this feels like a wrap-up. But I'm excited to ask a follow-up. Yeah, if somebody's like, am I ready for a copywriter? Is that a good move for me? Do you have any thoughts around guiding people towards that?
Allegra 31:12
Yeah. So, if you're looking for, I think there's a couple of different ways to answer this. I think if you are looking for a general copywriter, who can just help you figure out like your content strategy and different elements of your brand, it's really important to first have your business model nailed down. So, kind of like what your offers are and what you want to be promoting. And also have your idea of who your ideal client is nailed down. Because those are two things that it's really hard for someone to come in and create your messaging if those two things aren't clear. Now, if you need help with, for example, like carving out who your ideal audience could be, you might want to work with like a copywriter or content strategist, but make it very clear that you're still in that strategy portion of the process, because there's a lot of amazing people out there that can help you with your brand messaging and all of that. But just coming into that with the right expectation, that that's what it would be. Does that answer your question?
Pualena 32:18
Totally. And I have to say like that is, across the board, great advice. You know, I see a lot like clarity is key. And without that, when you hire somebody, and you aren't clear, you're not aligned with who you are, who you serve, what your business does, what your services are, you are setting yourself up for, like, mega disappointment across the board. And you're gonna think that it's the other person's fault. Right? Like, oh, I hired a terrible web designer, she didn't get me at all, and my website is garbage. Well, I tried, but you couldn't tell me what you did. You had no branding, you know, like, it's gonna be a terrible experience for everybody involved. So, spend the time to get that clarity. And yeah, work with the business coach, a strategist, talk to a friend. And as soon as you can nail that down, yeah. Like, the sky's the limit; hire all the experts in the world?
Allegra 33:15
Yes. I love that.
Pualena 33:17
Amazing. Okay, my next question, what, like mistakes, or pitfalls, or things that you see when you're browsing the web and it just makes you cringe? And you're like, Oh, why did they do that? What are some of those from a copy perspective? And how can we learn from those?
Allegra 33:42
Yeah, going back to the conversation around organic growth and SEO content, I think a mistake that I see a lot, is just people who are creating blog articles that are pretty short, maybe around like 500 words, and they don't really have like SEO keywords incorporated into them. And they're not driving people into the email list, when I see that, it just tells me that this person is creating, is putting a lot of their time and effort into creating that article and it's not gaining them a lot of traction in their business. So, I think that's the first, you know, main area that I usually see where I just love to come in and show people how they can actually be using that as a piece of content that's going to drive, you know, subscribers and sales and all of that.
Pualena 34:32
Brilliant. And what is the, I'm going to ask a question, and it almost feels like I'm asking like, how many calories should I be eating every day? And like, you're like, it's not about that. But if we are talking about word counts and everything, what is sort of the average good number of words for people to shoot for with a blog post?
Allegra 34:50
Yeah. So, this is where it might help to work with an SEO kind of strategist because it is going to depend on what terms that you're targeting. So, if you're targeting a term that is very, very competitive, then you're usually going to want to create a long-form piece of content that's around, you know, upwards of 2000 words. But if you're, you know, simply like blogging in your niche and targeting a few things that aren't as competitive, then it's usually going to be around 1500 words is I would say, is like the minimum. And that might feel kind of long. But what's amazing about that is that can then be repurposed into like 10 different topics that you talk about in your email or on social media. It's awesome to have one long-form piece that you can then just pull from to create your content and all the other channels.
Pualena 35:49
I love that we didn't even really talk about repurposing content, well we kind of Pinterest. So, there's a lot of people who are sort of laser-focused on one thing, so maybe they have a podcast, maybe they are a YouTuber, maybe they just create a ton of Instagram content, maybe they create no content, you know, like, is, I always tell people, they're like, Oh, should I, I'll back up. When I build websites, there's always the opportunity to highlight platforms that you're on for a quick link, right? Little icons. And sometimes, I asked people like, do you want to have your social media? Or your, you know, Spotify, YouTube, whatever? Do you want that linked on your website? And they go, Well, you know, I don't really have, I'm not really on anything. What do you suggest? I have a Twitter, an Instagram, a Facebook, a Pinterest, a LinkedIn, but I'm not really active on any of them. And I'm like, okay, choose the one that you think is the most fun, and focus your energy there. But even then, at this point in the game, repurposing content from one platform to another, it still requires a little bit of finesse. So, when it comes to sort of that ideal piece of content that you're creating, that can sort of trickle down to all the rest? Is there something that you suggest people do if they're starting from scratch? Or, you know, how do you guide people toward properly repurposing their content?
Allegra 37:25
Right. Well, the one piece that I totally agree with, one of the pieces is just that, it's really about finding the channel that you feel like aligns with your energy and where you want to spend your time. I will say that, it's so helpful to have one long-form piece of content that you are creating and spending the most time in, that you can then, you know, either bring in AI to help you kind of outsource that to other channels. But I'll explain what I mean. So, in terms of a long-form piece of content, that could be something like a long blog article. But that could also be something like if your channel is, you know, podcasts, for example, what we're doing right now, you know, this is almost an hour-long conversation that I'm sure that there was 10 different topics that we talked about today, that could then be kind of repurposed into different captions, and LinkedIn posts and things like that. So, starting with that one long form piece is awesome because it's then going to give you all these other like smaller ideas that you can pull from. I will say that this is actually a cool place to bring in a little bit of AI to help assist you with. What I have done before is I've taken a long-form blog post, just because that's, you know, my area that I like to do long-form in. I've taken that and put it into somewhere like chat GPT and said, Okay, take this piece of content, can you create an outline for X amount of social posts, X amount of LinkedIn posts, and maybe like Twitter, whichever platforms you're on? And I'll say, like, can you create a content outline using the topics in this blog article, and it can be really helpful with that, and it just gives you a place to at least start. But also then your content for that month is all going to be cohesive, because it's all coming from that one first piece of long-form content, and all ladders that back up to it but just take so much of that mental load off of you when you don't have to create 20 different pieces of fresh content.
Pualena 39:40
Completely, see, this is why we do what we do. It just relieves pressure. Because all anybody ever wants to do is serve their audience in the ways that makes them light up and a lot of times, creating a million pieces of content, is not that thing.
Allegra 39:59
Exactly. And it's a full, I mean, it is literally my full-time job. So, I know how time-consuming that this process is.
Pualena 40:06
Completely. Amazing, well Allegra, you are seriously one of the most incredible service providers, copywriters, just humans in general that I've met, do you have any final thoughts for our audience? And please share also how they can get in touch with you and connect with you.
Allegra 40:27
Yeah, thank you so much. This has been so wonderful to talk to you. I think it's a testament to how, just the environment that you have on your podcast and how you can bring it out of people. So, thank you for having me. I do have a piece of content that you can find on my website, which is theallegracook.com, and then it's /magneticmarketingmethod. And I'll send that link over to you. But that is going to give the audience just a three-step process of how to start thinking about their organic growth, and how to implement a few SEO strategies to help see more people coming to their website.
Pualena 41:08
Amazing. Thank you so much. I love that you walk your talk, I love just you're just real. And I think people really appreciate that. So, I look forward to staying in touch with you. Thank you again for sharing so generously with our audience. And yeah, we'll be in touch.
Allegra 41:28
Thank you so much.
In this episode, Pua discusses the topic of email lists and their importance for building a strong following. She shares best practices for building your list, including utilizing social media and offering a valuable lead magnet to attract subscribers. Pua also talks about the importance of curating your email list, focusing on conversion rates, open rates, and using email tags. Additionally, she provides insights into strategies for nurturing your email list and keeping them engaged.
Once you have subscribers, curating your email list becomes crucial for maximizing engagement and conversions. Pua highlights key metrics like conversion rates and open rates to track the effectiveness of your email campaigns. Finally, nurturing your email list is an ongoing process and Pua shares strategies to keep your subscribers engaged and satisfied. This episode offers practical advice for anyone looking to optimize their email list-building efforts, improve engagement rates, and cultivate a loyal audience through effective email marketing techniques.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript
Pualena 0:00
Your email list is something that you own. You can export it, you can take it with you from platform to platform, you could potentially take that email list and email each of those people individually, forever, right? That's yours, as long as they're opted in, and they don't unsubscribe, right? When it comes to your following on social media, you don't actually own that.
Pualena 0:26
Hello, and welcome back to the Course Creators Academy podcast. By the time you hear this episode, I will have returned from the Kajabi live conference, which I'm actually heading out to this evening in Austin, Texas. And I'm super, super excited. So, look out for some follow-up episodes. If Kajabi is your platform of choice, I'm excited to share any updates, anything that I learn, and just about the conference in the event itself. It's my first one, and it's Kajabi is first one since before COVID. So, I'm really, really looking forward to just meeting a bunch of Kajabi heroes, and seeing how they put an event together. You know Kajabi has got great swag. So, I actually am really looking forward to seeing what is going to be available there as well from the swag department, but I will absolutely share with you what I can. And yeah, it's gonna be awesome. So, today, I am really stoked. I'm stoked. I'm excited. I'm looking forward to, I'm inspired. I'm always all the things. Today we're talking about building your email list. And you're like, oh, my gosh, but everybody has already talked about this, I get it, I need to build a list. But are you building your list? If the answer is yes? Are you building your lists properly? Are you nurturing your list? Are you curating your list? Are you keeping, do you have good email list hygiene? Are you optimizing your ability to grow your list as much as possible? A lot of times, we put together, like everybody knows, right, you probably want to give something away on your website, 10% off your first purchase, or a download, a checklist, a mini course, these are all things that we've heard from, you know, we've heard the Guidance, we've read the books, we've seen the YouTube videos, we've listened to the podcasts. So, maybe you have one of those on your website. Great. Do you do anything with it? What do people get? And not just, you know, yes, they get the checklist or whatever the thing is, but do they get any guidance from you? Do you have any additional communication? How do you engage with them? So, today, we're going to talk about those strategies, and a really straightforward and foolproof way to get yourself set up for success with your email list.
Pualena 2:55
Now, let's talk about why building an email list is so important and while people are always just like reinforcing that you need to be building your list all the time, build your list, build your list, and you're like, Okay, I could do that. But, you know, I have 10,000 followers on Instagram, and my Tik Tok is kind of blowing up right now. And I have a really engaged Facebook group. So, I mean, email is important, I get it. But you know, it's not a priority. If that's you, pay extra close attention to this episode. Because emails are, unlike your email list is something that you own, you can export it, you can take it with you from platform to platform, you could potentially take that email list and email each of those people individually, forever, right? That's yours as long as they're opted in and they don't unsubscribe, right? When it comes to your following on social media, you don't actually own that. I don't know if you remember, there were like two days, or maybe it was even a day ,felt like a week, that Instagram and I think Facebook also went down last year, maybe 2022, 2021. I don't remember. But people freaked out. They were like, I'm launching today. I have, I pay $1,000 a day in ADS. And I've just lost two full days, like the platforms were just down. So, when we rely so heavily on platforms that we don't control. That's the risk that we're taking. So, yes, social media is great, and you should be building and nurturing your following there. But it's not a foolproof system. And if and I probably will say when those go down even temporarily or Instagram could get stuck in a giant lawsuit and just have to completely close altogether. It's sort of a beast, and I don't see that happening, but it's possible, right? Where do you sell then? Oh, your email list. Now, here's the thing if you've sort of been building an email list by collecting emails and giving something away, but not really doing anything with your list. And guilty I've been there, then your list is going to be really sensitive to the fact that they only hear from you when you're going to sell something or when you're launching or even when you need something from them, right? So, we want to be active, we want to be providing value. So, that's what today is all about. So, if you are convinced that growing your list is important, then here are a few steps for you to do that.
Pualena 5:31
We're breaking this up into two parts. The first part is just, you know, building your list, best practices for making that process, a great experience for yourself and for your clients and prospects. And then the second part is sort of curating and nurturing that list. I guess it's three parts. Yeah, building the list, curating the list, and nurturing list. Okay, so, build the list, offer a valuable lead magnet. I have to tell you, if you're a product-based business, offering 10 to 15% off of your first purchase works. Almost every time, if somebody is new to your business, they're exploring your products, they found your website for the first time, they may buy something. And if you give them a percent off of their first purchase, it's a great way for them to experience your products at a lower risk point. You're not, it's basically and you may get no profit from that, like, if your profit margin is 15% and you're giving away a 10% discount? Well, it's sort of you investing in the long-term relationship between you and that customer. And if that is your profit margin for a physical product, I may also suggest raising that just lightly. But valuable lead magnet. For this audience, as course creators, the best lead magnet is going to be a mini course, or at the very least a checklist or a mini planner or something that is engaging, and transformation, like mini transformation focused. So, what we want to do is give them a small taste of the transformation they're looking for to prove it, you know what you're talking about, that you can help them to achieve a transformation, because if you can do that on a small scale, they will trust that you can do it on a large scale. Let's say, so, like a lot of fitness facilities, using the fitness example, again, we'll do like a five-day sugar detox. And the reason why that is such a good lead magnet, is if you detox from sugar for five days, maybe you don't drink soda for five days, maybe you don't have dessert after a meal every day for five days, you will most likely lose weight. If consuming sugar is part of your day-to-day, and you stopped doing that for five days, you'll probably drop a couple pounds. And that is a quick win. That is going to motivate you to want more. You see what I'm saying? So, if you are a business coach, and you give away how to acquire a client in five days, I don't know if we want to guarantee that but you give somebody a five-step process on how to acquire a new client in a week. And they do it. They're gonna say, oh my gosh, where do I get more of this? Okay, so think about your lead magnet, make it valuable, make it transformation-focused, provide a quick win, a mini transformation. And we'll talk about how to leverage that excitement and that energy at the end of that transformation, to bring them further into your ecosystem. You do want to make sure that you optimize your website to get people to opt-in. What this means is you're not just putting one button somewhere, you're not just putting one form at the bottom of your homepage and expecting to grow your list. People need to be told what to do, remember? So, we want to have, this is my popups like I know they're annoying, and there's a way to make them a little bit less invasive, and in your face. And I'll give you some of those strategies but pop-ups work really well. Hey, 10% off, oh, yeah, that sounds great, 10% off. Okay, cool. Take my email address and then I'll think about buying but at that point, you already have my information. You can give them a, what's called a “Hello Bar” at the very top above your menu. That is there's a different colour, sometimes people will mark key this meaning they'll make it the words move across the screen. Sometimes opt-ins will pop up sort of like stuck to the bottom and this little pop-up window that's it doesn't pop up and take up the whole screen, it just sort of pops up and then like the lower right-hand corner, you can have like a form across the middle of your website as you're scrolling through pages, right? So, people are like, Oh, okay, I see that. Should I opt-in now, right? Like, and it's almost like Instagram, do you ever see an Instagram ad, you're scrolling through, you ignore the ad once you, ignored the ad twice. And then the third time you see it, you're like, oh, dog food, huh? Even though you've already seen it twice, you didn't even notice it the first two times. That's how people are consuming content on your website, too. So, don't, it'll feel like you're like, oh, my gosh, this is so in their face. But it's actually not because people need to see things repeatedly before they actually, there's any awareness around the fact that they actually saw it. So, put buttons pretty frequently, you can have a call to action button at the very top in your menu, I love to have buttons on the very far right of a menu and kind of a, you know, whatever your brightest brand colour is. So, search some best practices there. Utilize social media. Okay, so every social media caption that you write, should have a call to action, and you should have a strategy around this. So, for example, if you have one main social media platform of choice, which you should, make sure that every other platform in the caption, you're directing people there. So, let's say Instagram is your main social media platform of choice, but you also use Facebook, LinkedIn, and Tik Tok. In all of those captions, where it's appropriate, like, sometimes you're gonna have a call to action that takes them somewhere else. But if it's just a general post, to engage your audience, to provide a little value, to keep a consistent presence, you're gonna want to say for more of this, follow me on Instagram. So, guide people to that platform of choice. In the bio of your Instagram, and in all your captions that doesn't have like another specific call to action, keep pushing people back towards this email list. For my free five-day sugar detox, click the link in my bio, go to sugardetox.com, you know, whatever that is, just keep talking about it. Again, people need to be told what to do, and they need to hear it multiple times. Another great way to grow your list. And this one is a little bit more involved. But if you're up for it, this is a really fantastic way to grow your list. Host webinars and workshops, host them for free, charge low ticket, whatever that looks like for you. But when people again, they're going to give you their information, if they feel like they're receiving value, they're receiving a discount 10% off, they're receiving a mini transformation, something that will help them or they get to attend an event with you. The reason why this one is so good and worth the extra effort is it allows them to see you and hear you and learn directly from you, which is going to encourage them and allow them to decide whether they want to work with you further. Okay, so if you're a coach, if you have an online course, they're gonna want to know, like, do I like the sound of this person's voice? It may not explicitly ask anybody that including themselves, but it matters. They want to know that they resonate with your teaching style. And honestly, it sort of just humanizes you, you could have the exact same offer or better than somebody else who's also in their feed. But if they're seeing the other person and they're not seeing you, they may go with them just because they feel more connected to them. So, we can talk about this in a future episode, but webinars and workshops are really powerful, they're really useful, and they convert really well. So, consider doing a free 45-minute workshop. I know it's time, it takes time to put together. But you may get 100 opt-ins, you know, and then 20 of them will show up if we're being honest, because that's just how people show up to things right now. But for an hour of your time, and let's say two hours of prep work, maybe three hours of prep work, you got 100 emails, whereas you know, any given week, maybe you get five, if you're a brand new startup and you're not running ads or anything like that. So, you know, think about the return for your effort there. Okay?
Pualena 14:22
Okay, that was a very quick overview of some list-building strategies, many of them you probably already know. Now, we're gonna get a little bit deeper into email list health. So, when we talk about the health of your email list, it's if you're somebody who wants to pay very close attention to your analytics, you'll want to know like, you know, what is your open rate? What is your conversion rate? What are people clicking on? Did anybody make a purchase from this email? How many people are on your email list versus how many people purchased the offer that you were talking about in your email, that'll give you your email list conversion rate for that particular promotion. If you have an old list that you don't clean out, every once in a while, your numbers are going to be way off. Think about this, if you are, let's say, you just launched your business and you told all of your friends and your family on your personal Instagram page, and you said, go to my new website, join my email list, your support means so much to me, blah blah, blah, blah blah. So, your list is comprised of people you met at the gym, your mom, your auntie, your friends from college, all of these people who love you so much, and they really want to support you, who are not your ideal target audience, and they may not buy from you. They might, you never know. Okay, so, that's gonna be the start of your list. Now, a year from now, when you have more people on your list, but you still have these 50 people who joined when you first started to support you, those 50 people are skewing your numbers, because they're not going to unsubscribe, because they don't want to you to feel bad because they're your friends. But, you know, like, you can't really count that towards your numbers. So, like, that's kind of a weird excuse, because you're not going to necessarily go through and like, delete them or anyway, just know that there's going to be, there's going to be people on your list for many reasons, some of them don't belong there. Here are a few ways to keep your list a little bit cleaned out. Again, it will never be perfect, but for new people to join your list. And the other thing, like it's not just cleaning out friends and family, it's cleaning out like spam, like bots that sign up for your email list for whatever reason. So, the bot thing, something that is really helpful to make sure that everybody that's on your list A is a human, and B actually wants to be there is leveraging what's called a double opt-in. A lot of people think this is annoying, and it's a barrier to entry and their list will be smaller because not everybody that opts in is going to want to go to their email and then confirm their opt-in. However, quality over quantity, we don't want to just shoot for big numbers for our email list, we want our email list to be full of qualified leads. So, when we have a double opt-in, it gives us a better idea of who's on our list. And that they may potentially be a customer down the line because they've gone through the motions of confirming that they want to be there. Okay, most email platforms will give you this option, do you want a single or a double opt-in again, if you're just going for numbers, not ideal in terms of analytics, and actually utilizing your email list. Some people do just go for numbers like speakers will often go for big numbers, because in order to apply to be a speaker or guests on a podcast, sometimes you are required to have a number of people on your list. And that's because the promoters of the event or the podcast, want to know the reach that you have, and the influence that you have, when you share that opportunity, share their show, you know, whatever that is. So, up to you on what your goals are, I recommend having a list that is, you know, full of people that want to buy from you. The other thing that I highly recommend is segmenting your list. Now when people hear about email list segmenting, they sort of like shut down and they're like, oh my gosh, that sounds so complicated, I don't think I can do that. I don't want to do that. It's too much effort. It's really not. You just need to set it up properly from the beginning. And the automations will do the rest. What I mean by that is if you have an opt-in on your website, great, tag people who come through that form as main list, you always want a main list tag that just has everybody on it. And then name the tag for your opt-in. So, free Sugar Detox opt-in. This way, you can just email the people that opted into that and you can say, hey, remember when you did a free sugar detox, I'd love to hear from you. What, how did that work for you? What were your results? Do you have any questions? Or, Hey, I just launched an updated version of this five-day sugar detox. It's so great here all the improvements that I made. Here's how it will help you even more. You know, it's $5, there you just turn people who opted into something for free. And you may, let's, I don't know, if you sell 100, you made $500 off of one email that you sent to a segmented list. Okay, so I highly recommend utilizing tags, and sending specific messages to specific groups, it can really help. And it'll help people to feel like you actually care about what they care about and the results that they're looking for. And this is going to get better and better. As you build more opt-ins, more opportunities, maybe you have a workshop, and then you can message specifically the people that went to that workshop about that specific topic on something that you're launching or offering some kind of support or some kind of value. Okay? Now, number three, regularly clean your list, you just gotta want to periodically review everybody on your list, and go through and remove anybody who might be inactive or consistently don't open the emails or show no interest. This might include your uncle, or your friend from high school who, you know, doesn't have a computer. It's just time, it's like decluttering your house, maybe something meant something to you a year ago. But today it doesn't. And it could have a new home, right? So, I highly recommend that, does take some time. It is worthwhile. Okay, we're almost there.
Pualena 21:13
Now we're gonna go into nurturing your email list. So, this starts from the very first interaction, if you have an opt-in on your website, I encourage you to send a three-email welcome campaign. We did talk about this before. But just to recap, your first email is going to be a welcome, a very heartfelt thank you so much for being here. I am so and so here's who I am. This is what I do. This is why it means so much to me. Here is that thing that you wanted, here's your discount code. Here's your download, your free checklist, here is your mini course. So, deliver the thing in the first email. That'll get them to open it because they want the thing, right? Second email, engagement. Hey, you're halfway through your five-day sugar detox, how's it going? Any challenges I'm here to support you, shoot me an email, I read every one. Short, sweet, get them to respond. If you need more of this, I will link back to the other episode that we did about the five-step or the three-step hero funnel and this email sequence. Okay, email number three, wrap it up. Give them next steps. Thank you so much. I hope you got value out of that. I'd love to hear how it went for you. If you want more, here are a few things that I offer, something free, something paid, here's my podcast, here's my Facebook group, here's my $27 course on how to gain five pounds of muscle in one month. Whatever that is, okay, give them something to do next. While they're sort of hyped up on the success that you just gave them, on that transformation that they just experienced. Three-step welcome sequence. Number two, nurture your list by providing regular valuable content. It can be a podcast, it can be a YouTube channel, it can be a blog, it can be emails with tips, tricks, favorite apps of the week, whatever that looks like. If you're giving them value for free, they'll know that you'll give them value when they pay. Number three, personalization. People love when you use their name. A lot of email managers, if not every single one at this point, will allow you to use a little, like code. So, in Kajabi, what we use, the code is those little, like squiggly brackets, so two squiggly brackets, and then you can say like name or first name. And it'll say, Hey, Pua, I see that you've been checking out my stuff. And that probably means that you're a course creator. If you are, I have just the course for you. Here's my course on how to create an online course. Really bad example. But people want to know that, it just I think gives a little bit of a personal touch. And at this point, everybody knows that that's automated. Everybody knows that you didn't open your email, type their name and write them that message. Everybody's aware of that. However subconsciously, it still makes people feel good. So, I highly recommend utilizing the personalization as much as you can on your emails and use it in the email subject. That's a really good practice because people will see that they'll be like oh, is this for me? Alright, that's all I got for you today. I know that was a lot, again. I am here if you need anything, if you have questions, if you want to dive deeper into any of these in a future episode, shoot me a message. I would love to hear from you what is working, who you want to hear from. We have some really cool interviews coming up. So, stay tuned for those and you're crushing it. Keep it up, and I'll talk to you soon.
In this episode of the Course Creators Academy, Pua chats with Molly Rose Speed, an experienced virtual assistant and course creator. Throughout the episode, both Pua and Molly share their strategies for course creation through years of training and personal experience. From Molly's expertise in the VA industry, listeners can learn how best to approach hiring a VA and how to let go of control and achieve a clear vision. You'll also hear how VAs can assist you with course creation, the best ways to market your course, and the hot topic of AI and VAs. From start to finish, there are countless tips and advice to absorb for any course creator or virtual assistant.
Molly also provides valuable insights and guidance for aspiring course creators, virtual assistants (VAs), and those considering hiring a VA. Molly and Pua discuss the difference between US-based and Overseas VAs and how both can be beneficial. Through discussing her own experiences with clients, Molly gives vital tips on how to effectively work with a VA to get the most help possible. Additionally, Pua and Molly discuss how Molly was able to scale her business through course creation. Finally, they cover how to market your course and the impact AI may have on the future of the VA industry. From start to finish, there are countless tips and advice to absorb for any course creator or virtual assistant.
About Molly Rose Speed
Molly Rose Speed is an expert in creating what everyone wants more of -- time freedom. Through her methods of intelligent systems, automation, and outsourcing, her clients save between 10 and 15 hours per week with her services.
She founded the company Virtual Assistant Management, which provides trusted virtual assistant solutions and flawless tech execution for busy entrepreneurs. Molly Rose is the go-to professional for some of the most successful entrepreneurs and leaders in the financial and personal development industries.
Molly Rose is an awarded military spouse and solo world traveler who believes in creating a business and a life that allows you to do more of what you love.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Molly Rose Speed | Virtual Assistant Academy:
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Transcript:
Pualena 0:00
It's amazing how fast everybody pivoted, like chat GPT has not been out for that long and people have like, I'm seeing now almost every course that I see has like a bonus module on using AI to enhance whatever that results or whatever that experience is. It's wild.
Pualena 0:25
Molly, Molly, Rose Speed, you have the best name ever.
Molly 0:29
Thank you. I love it. I get that a lot. Married into the speed part of it. But I do like my name.
Pualena 0:35
Amazing. Well, it is phenomenal to meet you. I'm super excited to hang out and just talk assistance, courses, online businesses, all the ways that I think what your industry I will call it is like, your gift is to help people buy back their time. And I'd love to really like hear what your thoughts are on that. How did you get into this? Why do you love to do what you do? What's your business? Tell me the whole story.
Molly 1:04
Okay, yeah. So, back from the beginning, I was a corporate cubicle dweller, as they say. I was also a military spouse, my husband deployed at the time, all the time. And I was real quickly, at a young age lucky enough to have the awareness that this is not the life I want. So, I became what we all know now as a virtual assistant. This was 13-14 years ago, where that term was kind of a thing that usually now it was more like The Four Hour Workweek book came out by Tim Ferriss, and people were kind of getting a glimpse of that. And I quit my corporate job cold turkey and just dove right into this space. And that was the start of figuring out how, first of all, to be a virtual assistant doing the basic admin, to then doing all the things that online business owners need. So, helping with building websites and online courses, and managing communities and coaching platforms, and you name it. And along the way, I created this pretty cool-looking life, where I traveled when my husband would deploy, go to Europe and work from hostels and travel around and make money. And all my peers were asking me, military spouses, were like, how do I do what you do? And one too many conversations later I do what a good course creators do. I packaged it into a program and that became the Virtual Assistant Academy. So, now we have a training and certification for virtual assistants with everything that I've learned over the past 12-14 years into a placement agency as well. So, we place virtual assistants, as well. So, that's kind of the big overview of it. But I love the online space and I'm excited to be chatting about all of it.
Pualena 2:43
Oh my gosh. So, I’m really excited for this conversation to kind of be twofold, because there are so many people who could really leverage and benefit from investing in an assistant and just sort of like, allowing that to be a part of their everyday flow, which entrepreneurs are all very controlling. And so we think that's very difficult for people. And also to sort of geek out on the course space and how that's really changed your business. And it's like Inception, right? Like, you have a course. And then you train your VAs to help entrepreneurs create courses. It's this whole beautiful cycle.
Molly 3:21
Yes, yes, and then you create courses for your clients. Yeah. Yeah. So, where should we start?
Pualena 3:26
Yeah. So, let's start with your business and sort of what the ins and outs are of that. I'm curious, because they do talk to so many people who have assistants, who want assistance, who might want to be an assistant. And what often comes up is the US based, versus overseas-based assistance. What guidance do you have around that conversation?
Molly 3:53
Yeah, so, this is a big conversation and I'm really trying to, haven't figured this out yet. But really trying to figure out how to kind of reframe the conversation with US-based virtual assistants because it is so different than the overseas work. Not that the overseas employees and contractors aren't great. I use them myself, they're awesome people, but you have to be very specific with what you're doing, most of the time, right, with your outsourcing. So, let's say you're outsourcing, podcast editing. That's a very specific thing that someone does for you, a lot of times overseas, which is great, but then managing that whole start to finish projects such as or episodes such as getting the person to be interviewed, during the intake form, do you have their headshot, okay, it got edited, it got posted, it went to social or went to the website. That whole thing probably needs to be managed by someone in-house, someone US base that knows the language, knows all the ins and outs can speak with you on a regular basis. And so that's kind of the level of virtual assistant I'm talking about, can take a bigger vision and then use contractors in smaller pieces or be able to handle it start to finish. So, here's just one example of how that would be different. I say that the US-based virtual assistants that I certify, I help them enroll in your vision, and then execute, right? Like, that's what we all want. We're all so busy, we just want someone to take our idea and then run with it.
Pualena 5:19
Totally. I love that. And it kind of leads me, I love the idea of sort of guiding the relationship, especially at the start, right? Because sometimes, you know, you need help. And you finally find the right person. And then you're like, well, what do I give you? So, what does that look like in terms of enrolling your assistants that you train into their clients' vision, and you know, where is a great starting point for people?
Molly 5:50
Yeah, so, I walk my clients through kind of priority lists, and that looks different for each person. But usually, I have them kind of document for two weeks, everything that they do. And that alone is awareness, like, wow, I do all these things. When in reality, I started my business to be a, let's say, an online coach, or a, give me something else and interior designer or something, you know, in the online space, or an educator of a course. And then we end up wearing all these hats like bookkeeping, and social and marketing and email and calendar and all the things, right, that go into this. So, getting them really clear on what it is that they do, and then prioritizing what needs to come off their plate, realizing that their new hire isn't going to be able to take everything and run with it. So, start with baby steps. And my recommendation for that, if your email is something you're willing to let go, is to get them in your inbox. Because that's where business happens. That's where we can see customers needing things or signing up for things or people scheduling with you, or where you're making your money, where you're being requested to make your money, everything flows through your email. So, it's a good place to learn the business and then be able to take action out of it. That's just one example of how you can kind of start. And then in a lot of cases, social media seems to be one of the biggest grizzly bears and in our businesses, and people just don't want to do it. And it's a great thing to start outsourcing to a virtual assistant. Another great way for them to learn your business, get in your community, handle your DMS, know your brand, and all of that. So, just a few places to kind of get started and then sky's the limit.
Pualena 7:28
Brilliant. I love that. And I want to dive a little deeper into the email piece of this. Because that feels like something and I talk with people and even for myself, like, I have somebody now who I'm training to jump into my inbox. And I'm like, it's to that point where like, I want to make sure that the conversations are still feeling like they're coming, they don't have to come from me, like I don't mind if it's not from me. But it's that historical data that you have about your business, about the way that you serve your clients. When you bring someone new into that it can be almost a very steep learning curve, to get them caught up to all of those years that you've been doing what you do. So, what guidance do you have for people who are just like, I can't let go of this control? Email is like, yeah, it's so important to me.
Molly 8:24
Yeah, so the way I approached this in weeks, or longer if you want to take longer to do this, but the first is just simply have your new assistant read your emails, nothing else, read and unread, mark as unread. Just read your emails. And then once they kind of get the flow, or they're maybe they're asking you some questions throughout the week, like how would you handle this? Or I saw how you responded, okay, that makes sense. Where would I find that guide that you attach, just kind of get familiar to what you actually did. The next step would be then to read emails and write draft responses for how you might respond that then you can go ahead and review or edit and it becomes a teaching moment, don't actually send those have them come in and read back, it takes time. I know this takes time. And that might last a lot longer than a week. And then by then you're kind of like, okay, they're getting it. Now it's time for them to start responding on my behalf and go ahead and do that. The other trick is to restructure your G that I'm speaking in Gmail terms, your Gmail account under a priority inbox, which is just Bible, you're able to put four folders on your main view when you log into your email. And what's cool about that is, even if a virtual assistant doesn't respond, necessarily to anything customer related, maybe it's just scheduling stuff at first and then they can remove your junk. And then they can tag everything that's just for me to respond or just for the client to respond and those show up right there at the top for you to respond and the rest is taken care of. So, even just having them remove all the clutter can be a huge thing and again, being in there to read your, your emails and say, Hey, this client sounds like they really need this or this one is urgent because it's money related, someone's trying to pay you. So, they're able to highlight those things for you. There's lots of different angles without them just completely taking it over.
Pualena 10:13
That is amazing. Oh, my gosh. Great tips. Do you recommend that the VAs, this is like selfish questions that I have. But like, do they respond as you, like, they'll sign it off as Pua. Or as themselves as the assistant.
Molly 10:33
I see this happening different in all cases, over my years of doing it, that I responded as me, the ops manager or the assistant or whatever your title is, it doesn't matter. At times, I will respond as the client, but it's very rare. And I think it just works to have the assistant respond. Of course, if you're a coach or a mentor to your community, that's gonna look a little bit different. And you're gonna want to address that or let them know. And it might be coming from you hear from my assistant.
Pualena 11:04
Totally. I'm glad you said that. Because it did feel a little weird to think like, oh, you're masquerading as me. I mean, I've seen many people do it too, though.
Molly 11:16
Yeah, I operate with a lot of integrity. So, if it's the case, where you're giving advice to someone, you know, if it's a student of your course, or something like that. I think it's important that it is you. Now if it's something you're scheduling, or admin related, I think it's completely fine if they're masking as you in that case.
Pualena 11:35
Yeah, that's a good distinction. I think that's helpful for people. So, on the course, path here, I would love to hear specifically how courses has sort of changed how your business flows and functions and how you recommend, you know, your clients, because that, to me, online courses is like the ultimate productivity hack for entrepreneurs. And you are in the space of productivity to support people in creating more time for themselves. So, I just think you're fascinating that you are focused on this space. So, yeah, feel free to let's dive into that. And just geek out on courses for a bit.
Molly 12:17
Yeah, so, I never, like met most of us probably, I never thought I'd have an online course, I never thought I'd be an educator, teaching people how to create a work-from-anywhere career as a virtual assistant. And it kind of just came out of thin air and I picked a platform, put it together, and I've gone through a few iterations and updated it. But it is, when I get those core sales and then get a new student and they come into my community, it is the best feeling. And it usually happens when I'm traveling or something. I'm like, Oh, wow, I got a sale, I got a sale. You know, it's so fun. And it's, how you can educate and reach so many more people. There's no way I could have trained 150 virtual assistants one by one, right, this works, they go through the program, and they get the result, which is really cool. And I'm sure a lot of other course creators have that same feeling. So, that's why I love it. And the scalability is there. And now I have a lot of clients coming to me saying, Oh, you have this online course. Can you help me build an online course? So, we're kind of doing that side too. And it's just fun.
Pualena 13:18
Totally. That's, I love course creators. I feel like, everyone’s like how did you come to this niche? I was like, I don't even know, but I'm not leaving. Yeah, I love that. And it's so let's talk about how you, like what is what some guidance for assistants who might be listening to this episode, wanting to support their clients in either creating courses, maybe they need to like reach the subject, like, Hey, you're super busy, maybe a course would be helpful for you. And then what are some really great tasks and things that assistants can do to make the course creation process really easy? Because I asked this, because one of the most common, if not the most common place that we get stuck with clients is the actual creation of their course. We have this package where we do you know, web design, course design, email marketing, it's sort of like an all-inclusive, and everything gets done, but the course and it's like pulling teeth, and it's nobody's fault. Like I think people are busy creating course content can feel very heavy and time-consuming. And I do think that there's probably great places where they can enlist some help that maybe we didn't think about. So, I'd love to hear your thoughts on that.
Molly 14:38
Yeah, I do think that's interesting. And you know, business owners, entrepreneurs are so busy and it's the one thing that we can't do for them. They're the ones that have to get in front of the camera and record or in front of, in a studio if they want to go really advanced right, but we don't have to do that. That's a common misconception of people. So, I think virtual assistants or any support staff coming in and helping structure that and break it down into baby steps is really good. So, and a lot of like when I work with a client start to finish on a course, part of where I find it really helpful is slides, right, a lot of them are using slides, that's something a virtual assistant can build for you. I take chicken scratch on pieces of white paper, and it just says what you want the slide to say, we have their brand board and you can run with it, that's something they can totally do for you. Helping map out when you're going to record and then kind of hold you accountable. Like just start with one lesson a week, just start there. And we all know if you've done a course, once you start, you're going to get into it, you'll be like, Okay, we're just going to jam this out, and I'm in the group. But getting them there is really important. Helping build the course can be done. If you're someone that offers course, for services, using virtual assistants to help load the replays can be really helpful, set up the backend, the opt-ins, all of that. And then once you have a course functioning, I think the role of a virtual assistant to manage that customer support is awesome, passwords bomb or you're enrolling new students, onboarding new students, the business owner entrepreneur doesn't even have to worry about it, you have a standard operating process. And that's a really cool role for a virtual assistant. They love doing that, too. I'm sure you might have some too. But yeah, that's where I see it.
Pualena 16:24
Yeah, I would say if anybody's listening and you're an assistant, or if you have an assistant and like putting this plan together, sort of top to bottom, because I think people are very, you know, they just kind of want to see what's right in front of them. Especially because we're busy. And I, we talked about that word before this. And we're like, Oh, I hate saying that. I'm busy. But like, it's the nature of being a business owner, like we just, you know, it is what it is. And having someone come in and help you to develop your course is one thing. But also, I think there's a lot of fear and discomfort and like, cringe around having to like, maintain and support that course once it's launched. So, to have the VA just come in and say, Okay, here's how I'll support you in the build and moving forward, like, I don't want you to have to take tech support questions, or somebody can't access the course or somebody's email isn't working. And they're not getting the notifications like, that's huge. That is absolutely massive.
Molly 17:25
Yes. And if you've created courses, there's always tweaks or there's always, hey, this link isn't working, or this guide is out of place. There's just little things right, and they can handle that too. Just little things that come up or you want to enhance it. You're getting the same question from all of your students that have gone through it. Hey, I'm gonna create this quick video. They can pop it in there. All you have to do is record the video. Nothing else. Someone else can take the rest.
Pualena 17:47
FAQs and testimonials. Right? Yeah. Beautiful. I love it. Amazing. I am super curious. How has going from being a virtual assistant to training other virtual assistants? How has that helped you? Are you, do you still do virtual assistant work?
Molly 18:12
No, I do like outsourced COO work for select clients. But that's it. But I still love the client's work. I do like it. But no, I for the most part don't.
Pualena 18:24
Brilliant. So, you've essentially been able to scale your business and scale your position in the company through creating a resource for education.
Molly 18:38
Yes, absolutely. The dream, right?
Pualena 18:40
The dream! And would you say one of the catalysts for that was like saying yes to becoming a course creator?
Molly 18:49
Oh, absolutely. It again, I had no plan. It was just oh, this teachable thing looks cool. Which I don't use anymore. But I can record all this and pop it in there. And oh my gosh, someone bought it. You know, I had no plan to do it and then seeing it reach so many people. Yeah, definitely the catalyst and the reason why I'm able to scale in this way. Yeah.
Pualena 19:15
Amazing, I'm glad the answer is yes. I was like totally leading the witness there. But I think it's so, there are a lot of people in the space of like, I need to scale this because I'm tapped out. But I'm not at a place yet where I can like bring on a full team or you know, there's that like, it's a very uncomfortable, unpredictable place to be and to know that you have knowledge that you can literally spit into a video and package up for very, very cheap or even free like there's there are free ways to do this, but they're kind of janky and like, scale your business like that. I just people really need to hear this multiple times to know that it's a thing and it's possible. Did you get into a space where like you launched the course and people weren't finding it or buying it right away?
Molly 20:05
Oh, yeah, I mean, marketing is what the hardest part of all of this, you know, if you create the course, doesn't mean they're all going to come by it. I still struggle with that, you know, an algorithm changes or someone else gets out there or it's crazy. It's just a constant thing, that that becomes the business.
Pualena 20:25
Completely. Let's talk about that. Because people spend, like they put their heart and soul into these courses. It's finally created, we finally launch it and crickets. They are like but I posted on social media? What guidance or advice or just sort of like, words of hope do you have for people in that phase?
Molly 20:46
Yeah, I think, for me, don't underestimate your network and your existing students. So, fostering people that have gone through your course and making them your walking, talking testimonials. That has worked very well for me. That's where most of my enrollments have come from. I think being quiet on social and just saying, Oh, I don't need to do that, is not an option. I think we have to constantly create content, share expertise and become that expert. I think when people find your sales page, the next thing I do at least is I'll go look them up on Instagram, see what they're like, maybe see some videos of them talking? Do I relate? I'm gonna have to listen to this person's course. So, if you don't have that presence, it's super important. You know, it doesn't mean people are going to find you on Instagram and then buy from you. Although that would be better. I use it almost as a tool of Oh, they found my sales page. They're going to look at my socials, it better look great. So, I think that's really, really important. Paid advertising, you know, you gotta, you don't have to, but playing around with it doesn't hurt to start, build your list and then offer your free webinars or free masterclasses. That's something I'm working on right now my list, I kind of hit. I do a little paid marketing and then I'll reach out to my list and do a masterclass, a live one because people want that these days. So, that's something I'm in the process of doing. So, you just have to constantly try different things, don't get discouraged. Every little tweak changes something you know, all of that.
Pualena 22:19
Absolutely. I love that you said your Instagram is almost like your storefront where people are like, am I going to go inside here and check the store out? A lot of times people especially and like, I don't blame people at all, because I thought this as well. I posted on social media, shouldn't I be getting sales, right? And it's sort of people, the buyers like not psychology, but our activity online. And the way that we consume content and seek out expertise and do research like that is really changed. People do close on social media, they do absolutely sell on social media, but they do it at over time. And they nurture and it there's often like a long strategy behind that, It's not just a post that sells. So, anybody that's like doing a post, you're like, I don't understand, nobody even clicked on it. Like, as you said, keep on keeping on. Don't get discouraged. And there's so much information out there right now about strategy, like utilizing all of the tools at your disposal to play together, right? Send an email to your list, post something on social media and make sure that your page is looks super good, optimized and has all of the all the components that you need, right? So, yeah, it's all easier said than done.
Molly 23:53
All stuff virtual assistants can help you with too, right?
Pualena 23:57
Yes. Can we talk about AI for a second? This is the hottest topic ever. And I've spoken to a couple of copywriters and people who potentially their jobs could be changed drastically with the evolution of AI. How do you see AI, sort of changing the game for your assistants? Both, hopefully positively but is there anything that we want to watch out for?
Molly 24:27
Oh, yeah, I think that the beauty of AI is it's going to allow us to work faster. And I am hesitating to say smarter. But I do think that that is a part of it. But where I see virtual assistants keeping their jobs, which most people are like, Oh, this is going to ruin the industry. Well, we already are learning that ChatGPT and what's coming out of it sometimes can be false and it comes out, it sounds like it's AI. It's a great foundation, but a human needs to go in and humanize it and I've been, I use ChatGPT every day, I love it. But I write my social posts and then I take it and I tweak it, takes about five minutes for, versus writing new social posts will take me 20, because I hate writing, that's me. So, I think it's a, we're gonna work with it, not against it, in this space. But I am a huge fan of the AI movement. And I think it's gonna make the online space just that much more efficient and productive.
Pualena 25:27
Absolutely. And as long as we're still human, we can recognize, I think, and sort of, there's energy behind content, graphics, text, copy, and I feel like we can– right? like it's still very obvious, most of the time, I think that you're reading something that was AI generated versus something that was at least gone through the human filter. And I totally agree, like, I was on ChatGPT and I asked it to write me a top-to-bottom sales page, including statistics, testimonials and ROI. It made everything up. I mean, it sounded great. Like fake testimonials, fake statistics, because you can't, they don't know ROI, on a program that, you know, that doesn't exist. So, it was like, you know, great, this is where I will put that in the page. But I'm not going to use this because, you know, so kind of creepy, but mostly cool.
Molly 26:24
Yeah, and then, so to your point, that brings up the other thing, it's not only manipulating the output, but what you put into it, right? We keep hearing about what the inputs are so important, people are selling like 1000 input prompts on Instagram these days. But if it is more specific, you can get there. So, in that example, maybe and I don't know what it would do, but give me statistics with a source. I don't know if it would do that. But that might be something you know, another thing? A computer's not going to think of that. But a person would, yeah.
Pualena 26:55
Completely, yeah, I'm sure it would. It's amazing how fast everybody pivoted. Like, ChatGPT has not been out for that long and people have like, I'm seeing now almost every course that I see has like a bonus module on using AI to enhance whatever that results or whatever that experience is. It's wild. ClickUp just launched AI. It's yeah, it's pretty cool. I agree. It's, yeah, I dig it.
Molly 27:49
Yes.
Pualena 27:50
Amazing. Well, if somebody is listening, and they're like, oh my gosh, I need more Molly. That's an interesting sentence. If you don't know what we're talking about–
Molly 28:00
Well, my last name is Speed. So, if you want to go there.
Pualena 28:06
Oh my God, that's hilarious. I need Molly Rose Speed. Where can they get that?
Molly 28:12
Yes. So, I am mollyrosespeed.com and you can link to my academy from there, which is virtualassistantacademy.com, and my placement agency is also there. And then I've mentioned Instagram a few times @mollyrosespeed. I love to chat with anyone that has any questions about hiring, being a VA, anything we’ve talked about, happy to help anyone out.
Pualena 28:32
Phenomenal and are you currently, is there like an application process to be part of the academy or?
Molly 28:38
So, we take any enrollments of students and we certify you at the end. So, if they go through a business side of the program and a tech side, that's ever-changing as we know technology does as we just talked about AI. And then you get my stamp of approval through you know, I we actually onboard you. And then you're invited to apply for our placement team or agency and then we find you paying jobs and line you up with awesome entrepreneurs and business owners to do a lot of the things we talked about today.
Pualena 29:07
Incredible. You have created a phenomenal business. Thank you for the work that you do in the world. I'm super excited to just stay connected. This is amazing.
Molly 29:19
Same, thank you. This was a great interview. I really appreciate it and I hope your community got something out of it. Yeah, absolutely.
Pualena 29:25
Yeah, absolutely. Please connect with Molly, you guys. She's incredible. And we will talk soon.
Molly 29:28
All right.
In this episode, host Pualena begins an intriguing discussion with Anthony Greer from AG Creative Publishing about content creation and copywriting. They explore the skills and qualities required to be a successful content writer and discuss the importance of branding and brand identity in the context of content creation and copywriting. Pua and Anthony emphasize the importance of intent behind the writing as social media and shorter attention spans are changing the industry.
The hosts then shift their attention to the concept of branding and brand identity. They delve into the role of brand identity in shaping the tone, style, and overall messaging of content and how it helps establish a consistent and recognizable brand image. Throughout the episode, Pua and Anthony emphasize the importance of intention in content creation and copywriting.
Lastly, the hosts explore the essential aspect of promoting one's business through content. They stress the importance of commitment and consistency in sharing and distributing content to increase brand visibility and attract potential customers. Pua and Anthony give honest insights into their careers, journeys and details any listener will want to know about the content-creation and copywriting work.
About Anthony Greer
Anthony Greer is a highly skilled and experienced content writer who specializes in creating consistent, engaging and on-brand copy. He has developed skills in various industries, including leadership development, real estate and marketing. With a versatile background in B2C and B2B content writing, Anthony collaborates with a diverse range of clients, such as real estate companies, digital marketing agencies, HR consultants and change management professionals. Through his expertise, he has successfully helped numerous organizations bridge the gap between their messaging and their target audience's perception.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Anthony Greer | AG Creative Publishing:
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Transcript:
Anthony 0:00
Why they would want to read something in the first place and that's something you also have to think about with any time I get like a brief about an article is like, Okay, well, what's the customer gonna look for it and that goes beyond like SEO and you're trying to figure out like, you know how it's going to rank in Google and stuff. It's about, you know, what, who is the customer? And what about what I'm going to write is going to provide them the value they need?
Pualena 0:37
Oh my gosh, well, I as always, am super excited to welcome you to The Course Creators Academy podcast. I am super stoked to have this conversation today. Anthony and I met recently, and we talked all about copy, we talked about AI, we talked about online businesses and course creators. And I was like, we have to, more or less recreate this conversation on the podcast because it was so good and it was just sort of like a networking call and then we decided to work together. So, yeah, I would love to pass you the mic and just have you share your story. How did you get into the copywriting space? What do you love about it? All the things.
Anthony 1:25
Sure, of course, again, thank you so much for agreeing to talk with me again, because we had an amazing conversation, we hit it off right away. And I can't wait to actually like work with you on some projects in the future. So, pretty much. So, my name is Anthony Greer. My company is right now it's AG Creative. It's in the process of becoming Anthony Rights Content, LLC. And yes, so, I've always been a writer of some sorts, it was, it's always been like my own like, personal like my therapy, I guess, like how some people have gardening or other random backdoor activities, like writing is always been my therapy. And so when I was a little kid, I was an only child until about 10. Now I'm the oldest of five.
Pualena 2:05
Wow, that's turned quickly.
Anthony 2:07
Before I had, Yeah, I know, right? My family got very big, very quickly. But um, before I had, you know, four little brothers to play with, I would write because I was a shy kid. And so like, in, middle school or high school. And so like, that was like, that was like my activity like that, or, you know, Sonic the Hedgehog, but uh–
Pualena 2:30
Painting ourselves.
Anthony 2:34
Yes. So, it was short stories and screenplays and, really poorly written novels when I was you know, like, super young, like, you know, like 9, 10, 11. And then, in high school, I discovered journalism. And I was an editor for my school paper for all four years, I was an editor and chief for the final two. My second semester, my senior year, I actually taught the beginning journalisms class, of course, like our newspaper advisor was there, but that was kind of like my free period. And so I got to, you know, educate people and I like teach people in my school with like, all the things I learned along the way. And I continued that a little bit through college, but after high school, journaling was more of a hobby for me, like, I would do it for a couple local papers, you know, mostly writing like, reviews, or stuff like free concert tickets and, or, you know, stuff for, like, you know, shows at the paramount, which is like one of our local theatres around here. I always knew, like, I wanted to do some form of writing, like journalism, but not exactly like journalism, like, it wasn't like too much like a square peg in a round hole. It was like, an oval peg in a round hole. It was like, we're just like, not quite the perfect fit. And so anyway, I got back into fiction writing shortly after that. I wrote a novel, I had an agent for it. But it was not what publishers were looking for at the time. Because like, I mean, like, the publishing industry is really cyclical. And much, like fashion, though, is like, you know, basically I was trying to sell like bell bottom jeans in 2010, not, you know, the early 2000s or 1970s, or whatever. But anyways, then it was self-published anyway. And that got me inadvertently, that introduced me to the world of marketing of digital marketing, because you can't just, you know, publish something on Amazon and say, hey, all right, I'm gonna, you know, make millions now, you have to actually learn how to work, you have to find your target audience, you have to pitch it. And so I learned all of those skills when I published that and the second book in that series, and it was met with moderate success. They got over 10,000 downloads. Of course, most of them were, you know, like were like–
Pualena 4:44
Moderate at 10,000 downloads. That's amazing.
Anthony 4:48
Yeah, I mean, like, it was, I definitely I made a decent amount of money for it. At least like four, you know, like, as far as the first novel goes, and then right around then is when I discovered content writing. And basically like, what I tell people I do now is, I call it journalism for businesses and nonprofits. Because basically, instead of, you know, writing an article and publishing it in a paper, I'm writing an article or a blog post, and I'm publishing it on, you know, a website. And, you know, I use SEO keywords to help, you know, people, help businesses, target audience, find them, so that, you know, the content is seen by the people who it's going to most benefit. And, yeah, I mean, it started like, I kind of got into it organically. Like it started with writing a guest posts for a friend here and there. And then I did some writing for a blog for fun. And then when I went back to school and graduated with my degree in Business management's, my final project was to create a fictitious business plan for a hypothetical business. And I was like, well, it'd be cool if I could actually make a career of this. And like, back then I had no idea this is even a thing. But I made, I wrote the business plan for like the very first, the very, very, very first draft of what is now my business plan as a freelance content writer. And again, I was about six years ago. And since then, I've grown to the point where like, I've been doing it full-time, for a couple of years. I've probably worked with well over 100 clients, in probably a dozen or more articles. I also do some brand identity work. And yeah, so I'm pretty much like my tagline is that I write consistent engaging on-brand content. And yeah, my, uh, that's probably the long story long, so yeah.
Pualena 6:37
I love it, you literally have created a business around your passion. And it's not a business that took your passion and made it something that you hate, because that's what a lot of people, that's what happens, right? It's like, you know, you're an artist, so you start to sell your artwork and commission your get your artwork commissioned and all of that, and then all of a sudden, you hate painting, right? It sounds like you've created a space for yourself, where you can continue to do the parts of content writing that you love, charge money for it, you're great at it, like, you're living the dream.
Anthony 7:17
Yeah, I mean, that's really, um, now there, obviously, there are a few steps in between, like, obviously, like, if like, first off, and I'm sure like you know, that's just well, it's anyone like you have to find out what kind of clients like working with, you find out what projects you like, and there was definitely some guess and check work with me. And the cool thing about what I do is that I am constantly learning, because I work with, you know, I've worked in such a wide range of clients. And you know, like, when I get in, like, for example, one of my clients is a real estate investing firm, when I get a brief from them, like, I don't necessarily know everything about that topic, like there's gonna be a lot of research that I’ve got to do. And then basically like, when I go to do the research, you know, I have got to like, put it through like my own mental funnel, I guess, and figure out how to take that information and translate it in a way that everyday people, that who, you know, who knew even less than I did on the subjects can easily understand it. And so there's constantly like, reading information, learning about new things, filtering it out. Like, I feel like, in a way, I never left college. Like, I'm, you know, I'm taking classes on stuff, except I'm getting paid to do it, not paying for it. And then like, basically, sometimes like, especially like a long-form article can feel like a term paper. But I mean, I always liked writing those anyway, because there is something like wrong with me.
Pualena 8:49
We need more of you. In fact, it sounds like instead of going to college, students should just become content writers in whatever area of focus they want to learn about, because that might be a much more efficient way to gain the knowledge and skills that they would probably try to be gaining in four years and university without the debt. You know, let's all do that.
Anthony 9:13
Yeah I mean, that's, you might have that might be like a billion dollar idea.
Pualena 9:18
I'll be sure to share 50/50. Just kidding. I love that you explained that because a lot of times when we outsource things to freelancers, it's like, can you write me a blog posts about how to use social media to market your services and have it done by Wednesday? Cool, thanks. And then they're like, how much is it going to cost? That's ridiculous. And, you know, there's all of these objections that come in. I've heard them all. And what people don't realize is they're paying not only for the final product, you know, the 500 to 1000 words that you give them, but the research, the years of experience, that you've had, your own training and knowledge that you put into everything that you create, and all of that coming together in this blog post that you're writing for them. So, thank you for sharing a little bit about your process. Because I think that's, it's super important for people to understand exactly what goes into something like content creation, and copywriting. And you did mention a couple of times, branding and brand identity and understanding how to craft content around a specific brand, around their voice. What does that look like to you like, what is brand identity work in your world? And why is branding such an important part of what you do?
Anthony 10:42
So, I got really lucky early on in my career. One of my earliest clients, one I've been working with for five and a half years now, is brand identity. Well, it's basically, think that he calls it a messaging like he's trying to rebrand and branding into messaging. But basically, there's a company called Spencer Brenneman, out in Boston. And he, Douglas Spencer, who is the founder and president of that company, he specializes in helping people discover their verbal and visual brand identity. And you know, he's gone through several different iterations. Like he's, like, it's basically like, been his bread and butter for the last 15-20 years. And yeah, pretty much one day I when I was still trying to get my footing, I cold pitched him, and asked to ask if he'd be interested me working on his blog, and the conversation we had turned into me now becoming, now as like his, his lead writer for the brand agency. And so, yeah, I've gotten a front row seats, to see like, how his processes and how, you know, like, it's not just about like, basically all of the steps that involve trying to figure out exactly why a company like exists, like, why they're people like, why the people that created it, and run it, like get out of bed every day and go to work and what like, it's oftentimes, it's like, helping them rekindle their passion with an organization that they've been working with for years. Or if it's a startup, it's helping them be able to put what they do into words. And it's pretty much the process is, you know, it's we start by, you know, asking a ton of questions about, like, you know, what you do, why you do it, so what you enjoy about it, who are good clients for you, who are not great clients for you, you know, they can basically do all the general things you'd ask during the kickoff, depending on the size of the organization is also usually a lot of interviewing people that are, you know, either employees of the company, or have some sort of affiliation with the company. So, like, for example, if it's a nonprofit, you talk to donors, you would talk to people in the board, etc. And it's just all about taking all that information and trying to craft a messaging framework around what we know about this company through like, what we find in their websites and how they work things through the meetings that we have during this process, through those interviews. And pretty much we come up with their why statement, which is usually it's both inspirational and aspirational. It's larger than life. It's, you know, it's a big idea. Like Like something along the lines of like, like, for example, Spencer Brenneman is, we help those who help us all because his, his most center focus his mainly nonprofit focused, then, you know, like, you identify what you do, which is a little more literal. And it's like, you know, it'd be like a one sentence you'd write on, like, your LinkedIn profile, like, this is what we do. And then you know, like, how you do it differently than everyone else? And then also, the tone of your business. Like, what is, if your organization was a person, how would you describe them? Like you wouldn't, and like, you would work you use words like, you know, like, you know, like, fight vibrance, or, you know, kinds are charismatic, like, you wouldn't say like, you wouldn't call someone like cloud-based, or anything like that, like, because that's, like, I mean, it was like. Who was that awesome person, she's so cloud-based. It's crazy. Like, you wouldn't say that. And then from there, it's all about taking all that information, I create verbal identity guidelines, so that like anyone that like any of their writers for the company, could then look at this guy and be like, Okay, so we would say, you word things this way, not that way. And it's basically just you know, to help them with all of their, all of their marketing, you know, whether it's, you know, email copywriting grants, and yeah, and then you know, usually like this goes into like updating the website as well, but it's a little process and yeah, we regularly work, I think I have like four projects right now with this company right now, but uh, yeah, it's so I've gotten a really unique crash course education in branding. And so yeah, that's that that's been like one of my, consistently, it's been like 30% of a business from the get-go. So yeah, again, long story long.
Pualena 15:06
I love it. And as a web designer, as a brand specialist, I cannot, I can't emphasize enough how everything you said, can catapult a project. Because a lot of, most business owners, I would say like, high up in the 90 percentile, know exactly what they do, why they do it, they have an amazing service, they know how to provide the service, they know how to provide the results and the transformation. But they don't know how to put that into words. They don't know how to talk about it. And I think we're all just too close to what we do. I'm the same, I absolutely cannot write copy for myself, I cannot, without laundry listing everything and just sort of being like, this is what you get. And this is what you get. And this is what we do and blah, blah, blah and everybody just glazes over. And they're like what, you know, and that the voice the like that mission statement there. Why like all of these things, I think you put through this filter to bring out all of the ways that they can pack a punch, right like, and, and your gift, really as a copywriter, is the gift of like, it's almost minimalism in the form of words. Because especially now, everybody's attention spans are like this big. There's so, so short. And as, like I've seen so many people give me copy for their website, whether it was written by them, or perhaps even hired it out. But if you're sort of an old-school copywriter, you are writing more of like, novel-style copy, you can look at any page that was designed before 2000, the year 2000. And it is miles long, there's so much text because you know, 20 years ago, people wanted to read, reading was a thing. Now it's not. Now people want to scroll, and they want immediate information. And everything that you just told me, that guide that you create and present to your clients, allows them to capture the essence of everything that they do in these short statements. And I just think there's so much power in that. And if every business owner had a guide like that, building for them, creating copy, creating, I mean, captions for social media, like all of that, I think would be so much more straightforward and just easier for them to understand how to create. So, thank you, that was also a long response long.
Anthony 17:50
Yeah, you make a really good point cause even, I would say like, not even like 10 years ago, like I mean, those that those kinds of websites, those are really popular. But as we've gotten progressively more mobile, I think it was I don't know, the exact I want to say 2017/2018 is when people started accessing the internet more on their mobile devices than on you know, their laptops or desktops. And yeah, I mean, like we live in, we're scrolling society. So, your paragraphs need to be like one to three sentences long you have to speak in bullet points is like, like, especially like, as far as the copy goes, like, less is more, you have to get to the point as best you can, but also in a way that is still on brands tone specific. And in a way that's going to engage the people you're trying to engage with. That's not an easy thing to do.
Pualena 18:43
No, not at all. It's so hard.
Anthony 18:47
Especially, yeah, then again, like people have a goldfish memory like they you know, you have seconds, if not fractions of a second to show them that you know what you're talking about. And that you can then that your service or product is something that they can benefit from.
Pualena 19:03
I love the goldfish analogy because it's literally like you're writing the hook. And if you can't hook them, they're gone. They don't remember who you are. Nobody even knows why. Like, when we look at social media, right, that's this. So, I'm gonna go off-topic for just a second. But a lot of our clients have courses, obviously, and they want a community aspect to their course. Right? So, they're gonna, they're like figuring out if they want to use Facebook groups, or Slack or whatever. And there are so many people who use Facebook groups really successfully. And it's because people are already on Facebook. They're already sort of checking the app, checking their notifications. But the challenge is, if I'm going to Facebook to go to Anthony's community, I'm going to go there see notification for something else and get totally distracted and never make it to the community. So, then it's we like have to like push them back to another app or you know, something like that. And even more so like, because we are so used to being distracted, it's literally become a part of our lives like, Oh, why did I go here again, like that feeling should make us uncomfortable. But it doesn't, because we're so used to it. So, to have copy that hooks people in, like, the millisecond that we give them, it's becoming more and more of a crucial part of having a business and you have the secret sauce? Because that is a skill that most people don't have.
Anthony 20:33
Well, I mean, I’d like to think I do. Yeah, it takes, I mean, it takes a long time to, you know, figure out, you know, like to figure out customer intent, like, what's going to, you know, what's going to interest them? And you know, why? Why they would want to read something in the first place? And that's something else to think about with any time I get, like, a brief about an article is like, Okay, well, what's the customer gonna look for? And that and that goes beyond like SEO, and you're trying to figure out, like, you know, how it's going to rank in Google and stuff. It's about, you know, what, who is the customer? And what about what I'm going to write is going to provide them the value they need to get from this?
Pualena 21:14
That's huge. You know, what I love about that, too, is a lot of people, like blogging in general has been around for a very long time. And bloggers used to blow up. They used to use their content to get found like that. And that sort of the fantasy around that has not completely disappeared. And so a lot of people say like, oh, yeah, I should probably have a blog. And I should probably be writing regular blog posts. And so people are writing content just for the sake of having a blog. Because it's still a misconception that if you have a blog, people will find you. And what I love about what you just said, is, without the intention around the content that like, having a blog doesn't mean anything anymore, unless you have a very specific goal around why you're creating that content and how people are going to find it.
Anthony 22:11
Yeah, I think, let me look it up super quick. I think the last time I looked it up, there are okay, so according to Google, so don't quote me on this. It's Google's fault, if I'm wrong. There are 600 million blogs out there on 1.9 billion websites. So, 600 billion blogs, that's almost a blog for every 10 people for and when 1.9 billion websites, it's this website for before people. So, that's I mean, if you're going to make any kind of, if you're going to make headway like you've got to get through, you gotta stand out in that crowd. And obviously, like there are all sorts of different kinds of blogs and websites. But I mean, like in your industry, you're going to expect that you are competing with hundreds, if not thousands, or tens of thousands, or hundreds of thousands of similar businesses, or at least blogs that are trying to, you know, that are fighting to get those eyes on their page.
Pualena 23:05
Yeah. And I think it's different now too, because there was, like, if you find a blog, let's go back, let's pretend we're in 2004. And you find a blog, the customer activity was going to be to go to that website where the blog is, and read more blogs and subscribe. Right? Nobody does that anymore. And if they do, it's like they're, they've found a very, very niche blog that has something to do with what they're interested in. And so maybe they sign up for your newsletter, like, that, to me is probably a higher percentage of people who are going to sign up for the newsletter hoping that you tell them every time you have a new blog released. But there's also podcasts and YouTube and a million other things that are blog-like that didn't exist back then. So, you're not just fighting with other blogs, but you're sort of competing for space with all of these other platforms. And you said this in the very first, when you answered the very first question today, you talked about getting a crash course in, like, marketing yourself. And if you have you have a podcast, if you have a blog, if you have a YouTube channel, yes, you are searchable, but you also have to promote yourself. And I think people forget that, like this podcast, does not have a huge audience, and I don't actively promote it as much as I probably could and should. And people aren't just gonna find it, you know? So, yeah, I think that's really key and people need to remember that too.
Anthony 24:47
Yeah, I mean, this is gonna be terrible for me to say this. I'm just as guilty. What is it? What does it say? Like cobblers, children have no shoes. Yeah, cuz I mean, you know, I definitely need to, you know, spend more time promoting myself as well. And I don't because I mean, like, thankfully, like I haven't had to in a while. But I mean, eventually, I'm going to reach a point where I'm gonna have to hustle a little more. And, you know, start really like. And it's funny because like me, like, I have like an entire content strategy for myself, like, written down, like I know what I would do. And it's really just like the act of spending 10 minutes to schedule out posts. And yeah, so maybe we'll do that after this, because I should really get that…
Pualena 25:34
Yeah, let's hold each other accountable because I am inspired to do the same.
Anthony 25:38
We could be each other's accountability, buddy, that'd be great.
Pualena 25:40
I love it. I think it's a, you could also like, teach this skill, right? Could have a course, there are so many ways for you to kind of scale your business in a way that allows you to create content to create a ripple effect. And not necessarily just promote bringing on new clients, which again, I, my children have no shoes. My website needs to be updated so badly. And it's just we prioritize our clients, which I think is phenomenal. Like, our clients are our business. They mean the world to us. And, you know, it's maybe it's time to put our oxygen mask on first. Who knows?
Anthony 26:27
Yeah, I don't think the actually, no, that is what the flight attendants say on a plane, get, put your own oxygen mask on before others. Yeah, I think I mean, like, like, with me, and I don't know, if you had the same experience, like I focused on the initial foundation of my website, getting that fully functional. Because obviously, like, you know, like, your website is your, it's your virtual storefront. It's, you know, where people are going to be, it's where most people are going to find you. Unless, like, your entire business is around, you know, in person or, you know, now definitely these networking via Zoom. But, uh, yeah, I mean, I got the foundation going. I did some marketing, and I just gotta get back to marketing more, even though I tell my clients that said, that's what they need to do. But–
Pualena 27:15
Do as I say, not as they do. Well, I think too, it's one of those things that almost like our physical health, right? If we commit to moving our bodies every day, why can't we commit to growing our business every day? It just, it's business health, right? And that's something that I sort of, so I'm doing this. It's so funny, I'm saying this out loud. I'm doing a fitness challenge, where I have like a number of things that I need to accomplish every day. And it's both like movement-based, nutrition-based. And it's also, you know, read 10 pages a day, drink water, it's all of these things that are meant to create this very holistic health profile. And so I was thinking the other day, like, why don't add business activities into this, if I'm already checking things off every day, why don't I add 10 minutes of revenue-generating activity, or posting on social media, like all of these things that are often back burnered? Until we're desperate enough to have to like hustle for them? And then it's a little too late, you know? So, anyway, just a thought.
Anthony 28:22
No, I mean, that's definitely a good idea. Like we should both be doing that work. So, I guess we kind of go buddies.
Pualena 28:29
I’m in. Amazing. Well, I would love for you to share a little bit about the services that you currently have that you're really excited about. And feel free to share it, you know, what does that look like to work with you? Are you accepting new clients now? Who like what is your ideal client? Who do you love to work with? What kind of businesses do you love to work with?
Anthony 28:53
Okay, yeah, sure. So like, I guess, like the four main services that I do obviously, you know, blogging is one, writing web copy is another one, that those are the two obvious ones. Because you know, people need to have a well-written website in order for them to, you know, be taken seriously and so that, you know, when customers find them they notify the right people. Yes. Okay. So, we have a blogging, we have web copy. The branding aspect that I talked about earlier, is another key thing I do like, you know, a key while I'm losing my words. Yeah, it's another key component of my business. And then messaging audits where I, you know, I'll look at, you know, your website's messaging, and compare it to five of your, either your competitors that you believe are your closest competitors or your competitors on Google. And, you know, basically to kind of get SWOT analysis, so I’m analyzing for like, strengths, weaknesses, opportunities, so that you know, we can figure out exactly where you should be, what you should be saying, who should be targeting etc. And so those four services are the main things I provide. And of course, like, there's like some other stuff, like I'll do like LinkedIn profiles and email copy, which are always in vogue. And then, yeah, I'm always looking for new clients, I, you know, I make it a point to always leave extra time available for those for new clients. So, that, you know, I can always be, you know, constantly looking for, well, should be constantly looking for clients.
Pualena 30:31
Now, we will be
Anthony 30:33
Yes, now we will be. And, yeah, like, and then, um, the main issues right now, I've been doing a lot with real estate investors and agents, which is funny, because that's not at all where I thought my business would go when I first started. But I would say probably almost half of my business right now is working with real estate investors, like my, one of my clients is BiggerPockets, that is the largest real estate investing website in the world, they reach about 2 million people. It's an incredible company to work with, like they're constantly thinking of new and innovative ways to help everyday people invest in real estate, and show you all the ways you can. I worked with a couple of real estate agents, locally in Seattle and as well as I've actually got a couple in Vancouver as well, Calvin, Cuba, Canada. So anyway, it's like pretty much like me, like, the cool thing about my business is I can work anywhere, and you know, help anyone out, as long as I know the area well enough, where you know, at least like have understand what they need to be doing for them. They don't say like my next most popular, and most common clients are people in the marketing world. So, like marketing managers, people in web development, web design, and the neat thing about it, yep. Right? And the cool thing about working with people in marketing is that oftentimes, and I'm sure you've experienced this as well, marketers are really, good at like one or two things, and they'll do the rest of it, but it's not something they like, for me, for example, like, I love writing, I can kind of do graphic design, do I have an eye for it? No. Can I like, get basic stuff done? Yes. But like, I mean, if I like, I don't have the have the skills that you probably do, or even like a 10th of the skills honestly. But it's always good to like, with marketing, like with marketing people, I mean, that's often a lot of that leads to a lot of repeat work, you know, working, as they often will work as an extension of their business. And so you know, like that, that extends like Spencer Brenneman, which I mentioned earlier on, on our chat, and a couple other agencies that are local to me, but I'm constantly doing this with them. And, you know, the fun thing about working with marketing agencies also is that they have such a wide range of clients. It's like last summer in a single week. I, you know, I worked on a sex therapist websites, landscapers blog, email copy for a tech firm, and then a kickoff call with a private equity firm, which is like all over the place. But you know, it's, you know, it's their clients, and, you know, as long as I can understand enough to be able to write about what I'm doing and, you know, translate it into layman's terms like that. That's what I do.
Pualena 33:32
Oh, my God, you must have the craziest dreams.
Anthony 33:35
No, I have the craziest Google ads and yeah, it is. It's all over the place.
Pualena 33:44
Good. You're totally like tricking the algorithm into thinking it knows who you are. And it has no idea.
Anthony 33:49
Yeah, which is usually fun. Sometimes it backfires. So, okay, fun story. I worked for a, oh my god, what was the name of the company? I don't know. But like it's one of the companies that specialized it was a those of one of the company that specialized in, let's just say male enhancement. And so I wrote a little bit for them. And then I was having a few friends over for games and drinks before going out. And I had YouTube music on the backgrounds and all of a sudden those ads start coming up and I had some explaining to do, so it can backfire. Yeah.
Pualena 34:36
Incognito windows are your friend.
Anthony 34:40
I wish I knew that at that time. But yeah, so let's see. Um, so it's a real estate agents, real estate investors, marketing companies, and then I also work with a lot of HR consultants, because it's a really interesting time to be in that space because you have, you know, all these people that are working from home now or are hybrid working. All these companies trying to figure out how they want to run their business and, you know, adapt everything that's changing. So, yeah, I've been getting a lot of work, I've been doing a lot of amazing. Well, I think I am getting to help support the amazing work that they do. And so that's been great. And then, uh, also, nonprofits like I don't work with them as nearly as much as I would like, but I've worked with some amazing nonprofits in the past, gets a couple that come to mind are child advocacy centers that you know, are all about helping children, about preventing and healing children that are victims of abuse. And, you know, I can't imagine like a better cause than, you know, help kids that need the help.
Pualena 35:47
Yeah, absolutely. I love that. I love that you're so well-rounded. And just very, you have a diverse set of skills and a diverse interests and ways that you can help a number of different businesses and individuals and I'm just super grateful to be connected with you. And I cannot wait to work on some projects together. It's going to be super fun. I feel like they're right around the corner. If somebody is sitting here, and they're like, I need Anthony yesterday, how can they connect with you? Where can they find you?
Anthony 36:24
Of course, yeah, so my website is www.anthony-greer.com. I am eventually just gonna get anthonygreer.com. But to actually do that, it's called to, but it's anthony-greer, so it's like Praveen but with an r in it instead of an n. And then my similarly with my Gmail, you connect with me at anthonyegreer@gmail.com. So, I was not fast enough to get on that train either. So yes, my contact information is actually kind of hard to find now that I'm thinking, at least like over a podcast, but uh, those of us who can use Waze, you can find me on LinkedIn, under Anthony Edward Greer or actually, if you just go on LinkedIn and in the spacebar, you type in freelance-content-writer, my profile should come right up.
Pualena 37:21
Nice because it is optimized because your copy is that good.
Anthony 37:24
I got, I found out some tricks with LinkedIn. And yeah, that's actually yeah. So, something you should do as well.
Pualena 37:20
Hey, you know what–
Anthony 37:34
I’ve actually gotten sites because I updated my hyperlink notes, my links will look like that.
Pualena 37:38
Oh, my goodness. That's epic. Book a call with Anthony to learn how to do that for yourself, everybody. Amazing. Thank you so much. This was amazing. I cannot wait. We'll do it again. I feel like we should probably do these like once a month so that you are inspired to like, do stuff after? Maybe we should do that.
Anthony 38:05
We should totally do a thing.
Pualena 38:08
No, but thank you again, you are an absolute gift to the world of content creation. And yeah, I can't wait to collaborate and chat again soon.
Anthony 38:25
Yeah, again, thank you so much for considering me for your podcast. You're an incredible host and just you like have amazing energy and I can't wait to work with you. I'm sure it'd be a ton of fun. Absolutely.
Pualena 38:34
Absolutely, thanks so much.
Anthony 38:39
I will keep an eye out for projects where I can, you know, bring you on as well.
Pualena 38:44
Yes, collaborations. I love it. All right, Anthony. I'll talk to you soon.
Anthony 38:49
Talk to you soon.
In this episode, Pualena engages in an insightful conversation with James Tates, the founder of Soultribe Transformations. They delve into the world of personal growth and transformation, exploring how individuals can enhance their lives and find inner fulfillment. Pua and James discuss various techniques and practices that can be employed to overcome obstacles, tap into one's true potential and cultivate a positive mindset. Additionally, James discusses his goals of connecting coaches on a global scale to evoke meaningful change.
Pualena asks James about his process for guiding people in identifying their passions and turning them into meaningful service. James starts with the foundation of vulnerability and authenticity, encouraging individuals to reflect on their life path, struggles, turning points, and roadblocks. Additionally, James and Pualena each discuss their approach to coaching. They emphasize the importance of authenticity and transformation rather than using sales tactics or empty promises.
James also shares his insights on the immense power of collaboration and community-building, emphasizing the transformative impact it can have on individuals and society as a whole. Through their engaging dialogue, listeners gain valuable insights and practical tips for embarking on their own transformative journeys as clients or current/future coaches.
About James Tates
James Tates is a purpose and burnout life coach with a unique background as a former Marine and Army soldier. He experienced significant struggles after his military service, including PTSD, navigating fatherhood, and nearly reaching a point of despair. However, a transformative moment of prayer and surrender led him on a journey of personal growth and change.
Now, James Tates is the founder of Soultribe Transformations, a platform dedicated to empowering individuals on heir transformative journeys. Through his personal experiences and empathetic approach, James brings a deep understanding of resilience, personal growth, and the transformative power of finding one's purpose. As a purpose and burnout life coach, he dedicates his time to helping others navigate their own challenges and discover a path that brings them joy and fulfillment.
Resources discussed in this episode:
Contact Pua Pakele | RBL Media:
James Tates | Soultribe Transformations:
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Transcript:
James 0:00
To actually take that leap and that first step to like, put myself out there as a coach. That's the change I want to make. And to let people know that like, there's plenty of help out here. Just gotta raise your hand, say something. Because one thing for sure, two things for certain is, you know, the help is always there.
Pualena 0:36
Mr. James Tates you are in the house, and I cannot wait to dive in today. Thank you for being here.
James 0:44
No, thank you for having me. It's such a pleasure.
Pualena 0:46
I'm so grateful that somehow the universe led me to do what I do. Because this happens kind of a lot where I meet people in design consultations, and we become friends. And we do podcasts together. And I just, you are one of the most incredible people I've ever met in a consultation. And I have to, like, bring that day back to this space, because it was so, the transformation that we both went through on that call, I thought was this absolutely magical. And I remember you jumping on the call, and I promise we'll like go back, and you can introduce yourself and all of that. But you jumped on the call and you were like, I am so nervous. I was like, do you remember this?
James 1:33
Yes, actually, I do. I was very nervous, coming on to the consultation. And I was like, how am I going to do this? Like, where do I begin? Is my thoughts in line, everything? And I think the thing is, when like, getting something started, there's so much nervousness. But on the opposite side of it all, there's so much excitement, there's so much, you know, creativity, so much collaboration and walking away from it all. It was a change for the greater, it was a change for the better. It was amazing. It was magical.
Pualena 2:10
Yay. Yeah, that was, it was so interesting how vulnerable you were about that. And you're just like, I don't really know what to expect. So, just walk me through this. Like, you know, that's so true, especially when we're in a state of sort of flux and transition. And we're trying to figure out what we need, figure out how to talk about what we're doing. So, I'd love to start there and feel free, you know, as we dive into this to share who you are, how you got to this space, because I think it's all related, when I think about that day, because you were very much in a state of transition. And yet, deep down, you were very clear about why you were doing what you were doing even with all of the unknowns. And you had a very, very palpable and like tangible passion for what you were doing and how you explained it to me. And as we moved through the call, and as you know, we both got more comfortable with each other, the way that you spoke about what your vision was, was so incredible. So, please share with the audience who you are, what it is that you do and what that transition was like for you.
James 3:23
How do I even top that? Thank you. So, my name is James Tates. I am a purpose and burnout life coach. So, a little bit about me. I'm a prior Marine, prior Army soldier, did quite a few years in the military overall. Essentially, what led me to this space, in terms of coaching, how did coaching find me? I was one of the military survivors to wear during 911, being an administrator and doing casualty escorts, I left out with PTSD, essentially, it was a lot of struggle that I've came out with, from the military, jumping right into fatherhood, being a husband, and not taking the time to find myself of it all about now, four years ago, I almost you know, let myself go from a place of suicide. And I remember you know, receiving treatment and help and I remember that day where it was like a cool wind in May, mind you it was hot. So, that's beside the point, but it was hot in May. And I remember a cool wind just wasping around me and I remember I prayed and I was like, I don't know where you're taking me, Father, I trust you and everything just changed. I felt like I was on a Six Flags roller coaster ride and it was lots of twists and turns. But with that, it was a lot of change. It was a lot of growth. And the beautiful thing about it coming into the coaching piece, I remember I was at my previous job, my previous retail job and I didn't get the leadership position I interviewed for. And you know, when you go interview for these roles, you don't get it, there's a moment where you collect yourself, you reflect. And in my case, I was obviously irritated, right? And I remember I went on Facebook, this is kind of crazy. I was trying to find memes to laugh and joke. And ironically, I came across, it said, do you want to be a life coach? And I remember I was up until three in the morning that same night, just like identifying this stuff. Here it is now, fast forward a year and some change later, ended up being a life coach. I never thought I would say this, because my biggest dream was to go play football. Crazy, right? So, essentially, by me, being a life coach, I want to help people to find their purpose. Like, let's put it in a quick perspective, like we just had COVID and the restrictions that came about. And with that separation, it forced us to really go inward and identify as to what is really our purpose, what fulfills us as individuals. And you know, one thing for sure, and two things for certain, like, there's magic in curiosity. And the one thing I want to help people do is to find that passion, and find what it is that fulfills them, whether it’s their dream job, or whether if it's, you know, them going to embark on their own path and take that risk, take that leap of faith, and it's a beautiful feeling. It helps people realize that they are their own safety net, when going on their own journey.
Pualena 6:38
Beautiful, thank you for turning what probably felt like the darkest time of your life, and there was really no way out. Like, I'm sure that's exactly how you felt is like, this is it, this is my life, what more do I have, and you turned that feeling, which can be very hopeless, and a lot of people don't make it out of that feeling. And you turned that into this beautiful mission, to not just heal yourself, but creating a ripple effect, to provide healing for people who are feeling that same thing and unsure, like, I think COVID, you're right, like it forced a lot of us to go inward. And it created a lot of like, uncertainty and instability. And for a lot of people, that is uncomfortable enough for them to like, throw in the towel and say like, I don't know who I am anymore, because I, my job is gone. And that defined me or whatever that experience was like, because we all had a very different experience. And I love you, my favourite thing that you say, and you've already said it like twice today, there's magic and curiosity. And allowing people, like I feel like your gift is giving people the permission to be curious. And yes, we don't need that permission. But a lot of times, we spend so much time feeling like we have the pressure to be an adult and carry out all of these responsibilities. And curiosity almost feels irresponsible. Because it's imaginative and it's exciting. And that feeling is something that we aren't comfortable with as adults. So, what you do is you give people a space for that to be okay. It's really beautiful.
James 8:29
I couldn't agree anymore. I think that you are right, you know, curiosity in today's society has become I guess, for lack of better terms taboo in the sense, when we're locked down to our everyday routines. And by us being locked down to our everyday routines, our day-to-day, whether it fits within family, or our own lives, our personal professional life, so to speak, right? It becomes one of those things to where we don't understand what is within our right our birthright anymore. And that's the one thing I want people to understand that there's a lot of stuff that's within your birthright. Now, what that is, that's something that we're both discover together. However, once that birthright in, you know, comes out and you identify that, you take ownership of it, you take hold on it, you grab hold of it. Just like, you have the ability to create the reality that you want, that you deserve. Whether it's for yourself, your family, or for other people. And one thing that my mother told me, and I never understood this growing up, but the things that we do in life is always to serve other people. The rent that you pay on this earth is through the service of others, and that's from Muhammad Ali. So, how we do that? We don't know, that's where we identify our own gifts, whether if it’s creating music, whether if it's coaching, whether if it's what you're doing, you know, content creation and just having the ability to create, everybody has their own inner creator within them. It's just a matter of how you as an individual, bring it out.
Pualena 10:10
Absolutely. I think that's so key for us to remember. And I'm curious what your process is. And you don't need to give away your secret sauce here unless you want to. But when people are coming to you for this kind of support, and you know, your entire mission is, not your entire mission, part of your mission is to help people bring that passion out and identify what that is, and how they might be able to turn it into a service that allows them to make this world a better place, essentially. And I can only imagine, because I have also been here, that people will come to you and say, okay, I know that there's something inside me, I know that there is a bigger mission that I have on this planet. But I don't have a clue what that is. It's not my job that I'm at right now. I know that that's not where I'm supposed to be and where I'm meant to spend the rest of my days. But how do I figure out what that is for myself? What's your process to guide people through that?
James 11:17
Oh, that's a great question. First and foremost, I always started off with the vulnerability and authenticity. That's like the initial key component of it all. Right? So, that's like the foundation of it, is when we talk about authenticity, that overall awareness of self, that overall awareness of like, hey, I know, I'm meant for more than this. I know, my worth, I know, I'm worth more than this grocery job, per se, right? And then on top of that, from that vulnerability piece, right, when you think about vulnerability is, what's your story? Like, let's go back from when it all started. What did your life path look like up until this point? And what struggles did you encounter? How did you deal with that? What were your roadblocks? What was some of the things that, what were your turning points in your life, and I feel like in life, we go through a plethora of transformations. And some of it we don't become aware of until like what our average turnaround time is like in our 30s per se, right? But aside from that, that's authenticity and vulnerability is, I keep it simple. I think some like you know, less is more, simple is the best way about it. And I say that because everybody's journey and everybody's path is different. So, there's no cookie-cutter way of approaching all of this. But in terms of the journey, is really just having people to go within and where I come into play, I try to take part of that vessel, in terms of helping that client with transformation. And essentially, in simple terms, we try, I try to turn the mirror, to have them understand themself, a lot of times, you know, we can tend to steamroll and we don't take time to reflect and I think with COVID, at least for me, I'm speaking for myself, that was something that I've learned, but a lot of people, a lot of clients that I meet, they go through the same thing, and really take that time to understand the steamroller process and understand what it's like to reflect. And then lastly, is that, you know, it's the obvious return on investment. But when I say that, it's for that individual, all of that work that they've put in, understanding their life path, understanding the present, and knowing what they want to do in their future, and having a roadmap and committing to that. It goes a long way, Pua. It does. And I think for them to try to, you know, habit as such, it goes a long way.
Pualena 13:55
Absolutely, thank you for saying all of that, because I think it's really important. From we're speaking to two audiences here, one, potentially people who might want to work with you, and two other coaches who are looking for support and guidance and advice. And something that you said, really stood out to me. Keep it simple. And where we end up kind of getting it from a promotion and marketing perspective of selling your coaching program, or your coaching packages, we love to laundry list all the things you're going to get. And, you know, we think people want to read a longer list and that will make them want to buy. And the challenge with that, right? It's and it's so natural, and especially when it comes to money. We're like, what more can I promise you to get you to buy this thing that I know is awesome, but I need to prove to you that it's awesome? And you said several things that are very key. One, everybody's different. So, you are a coach who starts with a couple of foundational questions, authenticity, vulnerability, what's your story? One of my favourite quotes is, how can you turn your mess into your message? And I think that's what you're creating for people, right? Like, these experiences, these challenges, these impossible moments that we have survived, become a way for us to serve others. And you can't have the same formula to pull that out of every individual person. So, you start somewhere, and everybody's road leads to a different path. So, we have to figure out how to describe that without filling all of our promotional language with all of this fluff, because it's just not part of it. And I think as a buyer, we need to start understanding that just because you say that you are going to provide a transformation and your list is short, right? Like, here's what you're gonna get, you're gonna get calls with me and we are going to transform. What does that look like? Everybody's path is different. We start with authenticity and vulnerability. And we see where we go from there. That, to me, is more persuasive and more desirable than a coach who's saying like, first we're going to do this, then we're going to do this, then we're going to do this, and we're going to do this. How do I know that that will work for me just because it worked for this person? So, I love your approach. And I love that you keep it open-ended.
James 16:30
Yeah, I feel like, you know, just by being yourself. It's like, a no-nonsense approach. There's no, I think we both talked about it in our previous conversation. We don't do the whole salesy stuff, the whole glitz and glam and like, by paying X amount, your life is going to turn around, it's like, no, like, let's get to the nitty-gritty, let's take time to understand you, understand your path, understand where you want to go. And, you know, I love how you said, turn your mess into your message, right? Everybody has a story and in some cases, the pen or pencil in this case is in somebody else's hand. You have that right as the individual to take that pen and pencil to write your own story, you've always had that power. It has always been in your birthright and some people don't understand that. And that's and the biggest part about it is Pua, it's okay. It's okay, things in life shape itself out for these greater opportunities to come by. And that's what I would love to shed the light on for other clients, or even collaborating with other coaches, you know, just to share that. It's my way to give back to the coaching community, and our clients. And that's what I would like, that's what I aim to be, frankly, is to be that vessel, and that catalyst of change.
Pualena 17:58
Beautiful, I love it. And it's to me, as a society, but also as like an industry. I would love to start creating a new, sort of like revolutionising the way that we do coaching and the way that we sell coaching, and training, coaching clients to look for things, because there are a lot of people, unfortunately, who hear that there's money in coaching, and they're like, well, I'm going to coach them. And, you know, take all these programs and sell these really high ticket packages. And yet their purpose or what their intention is, is simply to sell as much coaching as they can. It's not to provide as much transformation as they can. And so to hear from you that the entire outcome is transformation, the outcome is making, bringing passion to the forefront of your awareness. Like that's the kind of transformation that people are looking for. And so training customers essentially, to listen for and look for specific ways that we are describing our services and how, like, what, what words are we using to describe our passion for helping you and using that as a way to connect with the right coach for you because a lot of people are getting burned out there. And it's not necessarily their fault, because there's a lot of very persuasive messaging and copywriting. And so I think and buyers are more savvy now than they used to be. And they're sort of seeing through the fluff of marketing, which is why I think visibility is so important and having people see you doing consultations, meeting people. And this is important on both sides. Because as a coach and a service provider, you want to make sure that the people that you work with are aligned with your energy, your personality, in your approach, right?
James 20:03
Absolutely. I think for me, it's like, just to what you said about coaching, right? Coaching has saved my life. And I genuinely say that, it took me away from the suicide, it took me away from like, not being able to deal with myself. It gave me permission to write my own story. And I genuinely want to give back to the coaching community, and to those who, for lack of better terms, they're stuck. And, you know, sometimes, you know, this is gonna sound crazy stuck is okay. Stuck is okay. And I say that because of the simple fact, it gives you a starting point, to where you can either write your own story, or in this case, recreate your own story. I recognize those feelings of burnout, I've recognized those feelings, to where I told my boss, I know, I'm worth more than this role to then discovering, oh, this is what I'm really here in this world for. And again, not to keep repeating the whole COVID piece. But COVID has really, at least for me, taught me from through all this separation, to go inward. And to identify the opportunity that I have to create my own community, and to collaborate with other communities. And to give that power to our clients from a place of them creating their own communities, and understanding where they belong, and how they want to make their own life up. It goes such a long way it’s very knee-deep.
Pualena 21:32
Beautiful, I love this so much. And the fact that you are a student of coaching, that you've experienced great coaching that literally saved your life, like that's the ripple effect that we want to see in this industry. We want people to use coaching to heal, and then hopefully, you know, some people will become coaches themselves and you are a coach because you see the power in that process. Rather than you know, let's get rid of the other scenario where coaching becomes this bad word, because there's so many. And then people are very guarded around it, right? Oh, coaching, oh, coaching, I think that this is our opportunity, one person at a time, one client at a time, one connection at a time, one consultation call at a time. And what I love so much, I talk about this often, is the ecosystem that we get to create to be able to support people at any level, right? So, maybe somebody's going to listen to this podcast, they're going to get one nugget from what you said, you'll never meet them. You'll never hear from them. I'll never hear from them. But we change them. We provide a mini transformation. That to me is just as valuable as somebody who pays $50,000 for 10 years of coaching or whatever that looks like, right? Because it's the rent we're paying on Earth.
James 22:58
Yes and I again, I totally agree with that, you know, I want to make sure that I'm providing a clear-cut service to where it is both fulfilling for myself, from a place of being a student of life, to then help other people to where that mirror is being turned. And they have that own their own power. I think just to what you said, from a place of creating, from the place of understanding, like change. I watch a lot of Deion Sanders, I've been watching a lot of him as of late. And you know his story from going from an HBCU to where he's at now from Colorado. But getting into that and watching him be a catalyst of change. This man was a full-blown All-Pro DB. And then to find out his actual, his truest gift was to give kids an opportunity. And the reason why I bring that up, for me, I want to be able to do, like create change on such a global scale. You know, from a place of truth, no-nonsense approach and enlighten, empowering the clients of the world all over that they too have their own power. And I feel like with the society and the world we changes, so to speak, we've been stripped away from that. Already for a little over, for even better, we grew up not even knowing that. And I want to make sure people unlock their own secret within themselves of like, Hey, this is the power that I have to be a catalyst of change. This is the power that I have to when I leave this earth, this is the legacy I leave, this the imprint of the world that I put on.
Pualena 24:36
Beautiful, it's almost as if you are, I hear two very clear missions for you one coaching for people who want to find their purpose, their passion. They want to get unstuck. They are working through some of life's greatest challenges. For sure that sounds like one of your target audiences. The other one deeply sounds like coaching coaches, and providing a space for coaches to be inspired or for people to say, oh, I might want to be a coach, who maybe they don't identify with that or resonate with that right now. But they've gone through something that they can use to support others. Like, I don't know if you've considered that as like two of your missions and audiences. But from my perspective, I'm hearing that loud and clear.
James 25:25
Yeah, you know, I never thought of the coaches, coaching, coaches, coaching other coaches try saying that three times. But, like, my biggest thing is Pua, I just want to create a world to where we redefine collaboration. And I want to be able to work with other you know, soulmate clients, and soulmate coaches of the world to make this big push. I read something on Psychology Today during my time, and my coaching school, shout out to Lumia. They talked in Psychology Today, they talked about, you know, how coaches are becoming the new middleman. And you think about it right, from a place of psychology, where therapists, they help people with the mental health aspect. And now, we've moved the needle on that now, where coaches come into play as people having the power or being empowered to take charge of their own life. Again, we see all these, we see a lot of opportunities in our country, let alone the world to where we have a leader for our country. And this is not to talk reckless or anything like that. But where I'm coming from is we can be our own leader, we can be our own leader to really change, we don't have to rely on one sole person to do that. And I think by doing so, and you sit in a room with like, five other people that want to collaborate, and that want to create change, whether it's a coach, or somebody that a coachee. That's all it takes really, you know, you see all the social injustice, injustice movements, and it's a bunch of people that wants to move, push the needle. And I feel like with us, as creators, coaches, whatever you want to call it, right, we want to create change, be the catalyst of change, be the vessel of change. Like this, maybe I should work in a furniture store with the amount of mirrors I'm looking to turn. However, with all of that being said, I want people to be able to walk in a den full of lies, and then come out dancing, and feel empowered and feel, not just that, but on a deeper perspective at peace, just at peace within their own lives. Whether they're in the worst of situations, or in the best of situation, they can say like, look, I feel great about myself, I did everything that I could, life is so short. And it's like we, this is the opportunity to be in this experience, to leave our imprint on things. And just keep it going right now when the biggest of opportunities to where we can create change as a world, this generation is setting the stage for the next and then on. It goes on, it runs deep. It goes a long way.
Pualena 28:12
Beautiful. I'm so inspired when I talk to you. And I would love to hear you know, what are the services that you're currently offering? And what's next for you? What are you working on? What are you building? What are you envisioning coming next?
James 28:28
Great question. So, right now, I'm currently doing one on one sessions. So, I'm working with other clients on a one-on-one basis, you know, again, not pushing it, not pushing the needle too heavy. But I'm also working on a package called the midheaven, to where I'm working with a multitude of people that want to be unstuck. And the main point behind that, and my vision behind that is to create a community. I remember in my journey, it was a lonely path that I walked. And the one thing that I wished was I had somebody to essentially, from a physical space to hold my hand and just assure me or just be in a position to be like, Hey, I get it, I understand where you're coming from. It's like that empathy piece. And with this package, I'm gonna be, I want to work with people, you know, so many clients who actually want to push that needle and be in a group within themselves to where we can altogether build a community of people that are also stuck and they can help each other, it's just opportunity, creating opportunities. And that's something I want to stack from there. So, that's what I'm looking at right now and in due time not to go too far off my visual hinges.
Pualena 29:48
Do it, this is the place to do it.
James 29:51
Yes, right? The next part is I just started up a YouTube, so I'm gonna be putting up some videos where people can see like coaching, of course, that's going to be at the discretion of the client from there. But when you think about it from people trying to search therapists, people searching coaches is one of those things is like, alright, I'm gonna go on the web, I got, how am I, to trust this person to help me and I've never met them or so forth. And the one biggest change that I want to make, and this is like, I guess, the rebel in me, I want people to be able to see that,
Pualena 30:25
Rebel Media.
James 30:26
I want people to be able to, exactly right, I want, I genuinely want people to see that, from that aspect. And it's like, it's to shine a light on coaching, and what that offers to let people know that, whether it's me or another coach, this is what it actually looks like. So, for potential clients to see the difference from an actual coach that genuinely wants to help their working of the heart versus somebody, you know, that's like, they can treat it as somebody that's doing it as a cash grab. And as I want people to be able to see that, and I'm looking to do group coaching sessions, for people of that nature to where they can be seen, their stories can be put out, I want to be able to have, work with people that want to bet on themselves, and understand that message. It can keep going, it's the gift that keeps giving, to continuously bet on yourself, and just live the life that you want.
Pualena 31:31
Oh, my gosh, I am so glad you said that. Because deep down, I was hoping you were gonna say podcasts or YouTube. And from a sort of, I'm always thinking on two sides, right? It's like one, I love the expansive brainstorming and heart storming and visioning. Like that is so exciting for me. And also the sort of the logistical side, the promotional side, because a lot of business owners, especially coaches have these incredible services and transformations. And they're just waiting to meet the right people, your soul clients, as you say, and figuring out how to attract those people to you can be very daunting. And there's a lot of information out there. And yet, we're all just sort of grasping at straws. And so, trying to boil that down into something that is doable, tangible, it won't break the bank, like YouTube is such an amazing way to be more visible. And for you, especially as a coach with such a genuine offer and personality, and you're just incredibly heart lead that is most visible in video. And so to allow people to see what you do, yeah, and to see who you are and your personality. There's nothing better than video. And I would say, I know, you said that this is sort of a mid-term goal of yours. But I would just start creating content and just start putting it out there. Because the longer you wait, the more people are out there trying to find you. So, you might as well just put something imperfect out there and see what happens.
James 33:18
It's funny how you say that. And it was one thing I forgot to mention there will be a podcast coming soon. So, I want yeah, The Abundantly Clear podcast. Yeah. So, that's coming soon. And again, my main goal of it all is to have people understand the vision behind coaching. And this is not just you know, promo for myself as a coach. Again, it's just to bring awareness from, you know, to all of the other coaches of the world that genuinely want to help others, you know, content creators that actually want to, you know, additionally, help those coaches as well. It's just collaboration on a global level. And I want to make sure I'm doing my part to, you know, to help those, you know, clients, first and foremost, but in addition to that, give back to coaching by helping other coaches. So, that's what I'm looking to do. So, in terms of the podcast, The Abundantly Clear podcast is really, you know, people that I've met along the way to tell their story, and to create a source of inspiration. And side note, I actually want to get video podcasts, you know, bigger than what it is. I think, again, you know, when you think about it from a racial standpoint, there's not a lot of black coaches, there's not a lot of black therapists, let alone minority coaches and or therapists. So, to actually take that leap and that first step to like, put myself out there as a coach. That's the change I want to make and to let people know that like, there's plenty of help out here. Just gotta raise your hand, say something. Because one thing for sure two things for certain is, you know, the help is always there. That's one of the biggest things I want to put out there, like that community of healing, community to help and community have just given back.
Pualena 35:13
Oh my gosh, thank goodness, you're doing that. After this, I was going to try to persuade you. So, I'm so glad that it's already on the books. May I offer a bit of advice?
James 35:22
Please, by all means, I'm all I'm here for it.
Pualena 35:26
And this was advice that was given to me, because I often say, you know, and this was specifically for my podcast, people are like, oh, you have a podcast, I didn't even know you don't talk about it. Like, yeah, you know, it's just really fun. Like, I just like to have cool conversations with amazing people. It's not about me. And it was brought to my attention, that I should make it about me, and I should talk about it. Because the more I can bring attention to the podcast that I'm creating, the more I can bring attention to the people that I have on it. So, you know, at the end of the day, it's about them still, if that makes you feel better. But it's up to you to attract people to the content. So, make it about you and talk about it. Because that's how you'll get people to, that's how you create the ripple effect.
James 36:20
You gave me some stuff to think about. You already noticed the wheels kind of spinning, right? No. Oh, my goodness, thank you. No, that makes a lot of sense is and one thing, you know, in terms of the metrics, the vision I’m putting out there is something that I had to learn to where it's like, I'm giving that to so much. What can I do to whack and make this a healthy version? About me? What is, we already know what selfishness looks like? But what does that healthy selfishness look like? It's like selfishness gone vegan, right? It’s selfishness from the place of like, how do I take bits and pieces of my story and have those conversations with potential guests to where they have their own story? And it's like, you're just bouncing off of that back and forth. So, yeah, I never thought I could put, you know, selfishness attached it to a die. But hey, that's a good portfolio.
Pualena 37:21
It's a first for everything. Yeah, I love it. And I, it's so natural, I think, especially for people who are very heart-led, service lead, we don't want it to be about us. Like, I'm here for you. I'm here to serve, like, don't look at me, you're the star, and being able to switch that and even more so around money. There's a lot of guilt around money, asking for money, asking people to pay, we want to give everything away for free. And then we end up attracting like people who want freebies, and we don't, we resent people like it's this very odd cycle, where if we are able to know our worth, know our value, attract the people who also see our value and are willing to exchange for it. It allows us opportunities to serve more, like we get to be even better and better and better. Once we understand that it's just a cycle. And I am one to talk because that is always a challenge for me. So, I'm a work in progress. And always but I think it's worth mentioning because I'm sure people out there are feeling the same.
James 38:30
Absolutely, I think sharing other people's stories to their road of abundance. And abundance don't end, when people start realizing that abundance is not just money. But it's more about that internal abundance, spiritual abundance, abundance of love, abundance of you know, family, you could take it to wherever you want it to go. And again, that’s going back to having that pen in your hand. And being told, like you have this permission to write your own story. How you write it, or how what you make of it is all up to you. And that's what it's really about, you know that's what I want to do. And just to say like, Man, this person, I was with this person on this journey, and they turned themselves around, or this person I had on my podcast, you know, had the luxury of making change. And this again, is like Kobe Bryant talked about on a Nike commercial about success stacking on top of success. It's you know, again, I just want to make sure I'm stacking opportunities on opportunities, change on top of change, I want to make sure this stuff goes down, you know, brick by brick.
Pualena 39:41
Absolutely. And you're doing it and you're doing an amazing job. And I'm so grateful to be connected with you. To just to hear your story again. It's just, you inspire me every time we chat and this has been really incredible. Is there any final words for our audience anything that you want to invite them to connect with you on specific platforms or anything like that?
James 40:05
Absolutely. So first and foremost, thank you for having me on. I'm humbled and yes I too, the feeling is mutual. In terms of, you know, our conversations, I actually enjoy it. For those that are watching. I can be found on Instagram and Twitter @soultribetransformations. That's actually my coaching company. Check me out on the link to bio if you ever want to schedule a service, it'll be on there. Just reach out or even if you want to email me I can be reached at jtates@soultribetransformations.com. If you have any questions, you need somebody to talk to. Again, the hand is always out to help so just uh, yeah, let's meet.
Pualena 40:49
Beautiful. Gang take him up on that because a conversation with James, you will leave a different person and you are just incredible. Thank you for what you do. I'm so excited to stay in touch and just continue to see what you're creating. And please keep me posted.
James 41:07
Absolutely. It’s again, it's been an honour to be on your podcast. I was again, I was nervous coming onto this, but it always works out.
Pualena 41:16
Absolutely. We'll talk to you soon. Thank you so much, James.
James 41:17
No problem.
Pualena explores the compelling reasons why online courses have become the smartest way to scale your business in 2023. She highlights the benefits of online courses, including being able to reach a larger audience, providing flexible learning options, and generating passive income. Pua later emphasizes the importance of creating high-quality courses that offer real value to students and the benefits of creating a community. Additionally, she explains how adding affiliates can help boost your course participation.
Unlike traditional methods of education that are limited to a physical location, online courses have no geographical barriers. Pua emphasizes this point and how flexibility can greatly benefit course consumption. Pualena further explores how to utilize your course and how it is a phenomenal way to establish yourself as an authority in your industry. She explains in detail how including community helps with motivation and accountability for your course. Not only can the community in your audience assist you, but other course creators too. She ends by emphasizing how affiliates can help your courses grow and how you can learn along the way. Pualena's This podcast episode serves as a valuable resource for current course creators and aspiring alike.
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Resources discussed in this episode:
Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 0:00
E-learning is expected to reach $336.98 billion by 2026, as an industry. This is largely due to COVID. So, while COVID was a very destructive period of time, it did bring about the acceptance of digital products. So, thank you for getting everybody online, including demographics that probably would not have gone to the online space had this not happened.
Pualena 0:38
Hello, and welcome back to the Course Creators Academy podcast. My name is Pua. I'm your host, the owner of Rebel Media. And today, we are talking all about scaling your business with online courses. If you have met me, if you have been listening to the podcast, you know that our company builds websites, we offer branding support, you can create an epic brand for you and your company. And our secret sauce is really online courses. We love course creators, obviously, because this is the Course Creators Academy podcast. 90% of our clients have online courses and are creating online courses. And I have just really fallen in love with this space in this industry. And this episode is to walk you through why you might consider an online course and why I think it is one of the most powerful ways to scale your business in 2023 and beyond. Now, there are many ways to scale a business. And a lot of those waves require a lot of resources, they require perhaps building and expanding a team or investing in new platforms, or like the list is literally endless. And many of those things do require some sort of financial and/or energetic or time investment. Online courses are kind of the same. And depending on the level, the production quality, the resources, the manpower, all of that, like courses can also include an investment, but they don't have to. And it's one of the best and I think smartest ways to scale, creating new ways to bring income to your business and provide a service, educate a group of people, offer a solution, in a way that does not need to scaleto like scale your time and energy or resources. So, if you have a product and you're scaling a product-based business, you must invest in getting more products created and that entire sales flow from start to finish. That obviously requires resources. To mass produce an online course means you're only creating one course and the work that is ahead of you is marketing that course but once you have the asset, you're no longer spending your time creating it, you're not spending your money, having it edited or you know, you might be paying for a hosting platform, but you can literally sell this course in like 100 different ways to every human who might be able to use it. Now the course needs to be good, it needs to actually solve a problem, provide a transformation, have some value. But once you've created it, you can sell it. And I feel like I'm preaching to the choir, because this is the Course Creators Academy podcast. And so you probably have a course if you're here. But if you're thinking about it, I really want you to consider creating something, getting it out there, don't spend a ton of time on it, don't I mean spend, spend the time that you need to make a good product, but don't invest in like the best video editors and all of the fanciest equipment right away. Just get something out there, just launch something and tweak it as you go. So, this was a very long introduction and a way of saying, I'm going to be walking you through some of the reasons why online courses aren't going anywhere. And why this is still a viable and very intelligent option to build and grow and scale your business.
Pualena 4:35
E-learning is expected to reach $336.98 billion by 2026, as an industry. This is largely due to COVID. So, while COVID was a very destructive period of time, it did bring about the acceptance of digital. So, thank you for getting everybody online, including demographics that probably would not have gone to the online space had this not happened. Like my mom using Zoom, probably never would have happened if we didn't have COVID. Now she uses it for her language classes every week. So, it's something to take advantage of. And people are finally saying. Do you remember when online courses for universities became a thing? And there were programs where you could either do ado like a full time program where you go to class every day, or you could do a part-time program where you do like evening classes. And then there were the online classes that were wildly unpopular, because nobody thought that you could learn as well online? Well, I also think back then online learning was not crafted very well, perhaps. But there are a lot of people who were like, you know what, I'm never gonna do an online class. Like, it's just not for me, I learned better in person. And those people are also shifting. So, great time to enter the market. It's already very saturated, but it's not. It's not too late. We talked about scaling, you don't have to add. And this is the other thing, right? Like sometimes people will deliver live training, live coaching, coaching one on one, coaching in groups, but that still requires you to be live with that group of people. You don't have to stop doing that. But what you could do is either record those sessions or record yourself delivering the same content as like a talking head to a camera and sell that without the live component. Yes, you don't get to, you know, answer questions. But perhaps there's a feedback channel that you can include, maybe you have a Facebook group, maybe you have a forum. I don't know if I recommend you just giving your email address out. But you could do like a support at whatever your businesses is .com, email address where that's just for questions, questions@onlinecourse.com. Right? And so allowing that to be how you scale your solution, scale your, you're like cloning yourself. Right? There is, there was a study by Docebo, online learning courses can increase productivity by 75%. This is because they are super, super flexible, so the learning can happen at the student's pace, on their own schedule. This is great for people who are working, this is great for people who are maybe trying to create or bring on a new skill. A lot of freelancers are doing online courses to either learn a new skill, so that they can do like a freelancing side hustle or improve their skills. I take courses all the, I take design courses all the time. And it's really, really cool. So, part of this is you get to be in front of instructors like world class, for me, world-class designers, who if I had signed up for even one session with them, it would be, for one, they don't live where I live, and it would be incredibly expensive. But they often will offer these courses for a couple 100 bucks, they get residual income, it doesn't matter to them. They'll never meet me. But I get to absorb their knowledge and learn from them. It's so cool. So, I really, really, really think that you shouldn't sleep on this. Now, speaking of people not living where I live, how else do you get to connect with and sell to people globally? With zoom? Yes, you can be a coach and coach people anywhere, you can have a group program, you know, it's made things really easy. But there are no geographical barriers now, when you have an online course you can mark it to whatever demographic, whatever geographic location that you want to and with the creepiness of Facebook, stalking all of us. Things like Facebook ads allow you to target specific audiences that can literally live anywhere. So it's really, I'm hesitating, because part of that. There's also a language barrier that we need to consider, the accessibility of your course that we need to consider. So, now there's AI and it can translate your course. So, if you speak English and you create an online course in English, but you want to create an Italian version of it or a Chinese version of it, there's now programs that can do that for you automatically. And I've just I've seen, I will find the website for this but there is an AI program that has like a person, like a talking head and they will read a script that you've written in one language, they'll read it in a different language, but the correct intonation, and it looks like a real person speaking. So, obviously, I believe there's a cost to this, but you, and it does, AI is really cool. And yes, it's no longer a human delivering the content, and it's no longer you. So, if you're gonna go that route, just remember, like, it becomes almost like they're reading. It's like an audiobook in a different language, which then like your personality may not be in it as much, which would affect your online course, in terms of marketing yourself as a personal brand. But the content will be the same. And hopefully, the solution and the transformation will be sound. So, definitely something to consider if you're looking to scale to like a worldwide audience, across different countries in different languages.
Pualena 11:05
Now, going back to utilizing your course, to share who you are, and to build your personality, into the content that you're delivering, courses are a phenomenal way to establish yourself as an authority in your industry. So, this, like, your reputation will, you can make or break your reputation with this, I think. So, make sure that your course isn't fluff. Because I actually have heard of quite a few people, big names in certain industries, who create courses because they heard it's cool, or somebody told them to, or their marketing person or their PR person encouraged them to create a course or you know, whatever the reason is, and the course by the big name is trash. And the same topic by somebody who is less well known, delivers far better content and a greater transformation. So, that bodes well for the unknown person, because you're literally being compared against this big fish, who has a terrible course. Not that I want great people to create bad courses so that the rest of us look good, but it really matters. And slowly, that kind of information does get out. I'm in a lot of groups, a lot of forums, a lot of Facebook groups for different industries, mostly web design, or platform-based groups. And people talk and they say, oh, you know, what's the best graphic design course for me to take right now, if I'm interested in logo and branding work, and people will throw names out there. And a lot of times, people will throw names like, you know, famous designers out there. And then everybody will comment, hey, I took that course, it actually wasn't that good, I didn't learn that much. But this person's course has, you know, worksheets and downloads and templates and very step-by-step, and there's like a Part A/Part B, great community. So, it bodes well for you to put some thought into your course and your client experience, and the resources that you provide and the community support that you offer. Community is really, really huge in this space. Because the courses are asynchronous, a lot of the time, you are sort of trusting that people are going to take the course content and actually consume it and actually do it and actually get the transformation that you promise. That's on you to create the content, but it's on them to consume it. And without things like community accountability, gamification, all of these things help people to actually finish the courses. That is a topic for another day, because a lot, a lot, a lot of people buy courses of those courses, a small percentage of them are actually completed, even if most of them are started. And I'm guilty of this too. I've gone halfway through a course and never come back to it. And sometimes it's okay. Sometimes I've bought a course, let's go back to the logo and branding course. And what I wanted to, this is a real situation, I bought a phenomenal course from a woman named Lindsay Marsh. I highly recommend her as a graphic designer, and she creates really, really good courses. I wanted to learn how she creates brand guides. And so I bought her logo and branding course and I got through the brand guide section and then I did the exercises. And then I never went back to the course. I probably should because a lot of these people, especially more seasoned course creators are great at sort of wrapping things all together, offering different support and resources. And a lot of that will come closer to the end of the course when they're like, you know, next steps, resources, all of that. Lindsay has a Facebook group, she's got an Instagram page, what she does well, is she features her students a lot. So, she'll, you know, if you provide some sort of something for the community to review in her Facebook group, she will sometimes put that on social media, she will, she has really cool things that you can purchase, I have three of her posters up in my office. And I took a picture of it. And she took that picture, and she put it on her Instagram, and it just makes people feel like they're part of something. So, I know that having a community requires a little bit of nurturing and moderation. So, you know, if you have the resources, or the time, or are inspired enough to do that, I think it really, really helps.
Pualena 16:02
Yeah, so, if you are not just a coach or a consultant, because those I think are the two, most common industries to be creating courses. So, it's sort of a no brainer, if you're a coach, if you're a life coach, a business coach, a fitness coach, an anything coach, having an online course really fits well, with the coaching process, the coaching industry, the way that people are delivering content and helping people through coaching. I love courses for coaches, because you can sell a course. Let's say you sell a course for 50 bucks, you can sell a one-on-one coaching session or a group coaching, where they have access to the course and you follow the course trajectory and the curriculum with the group. So, it almost serves as supporting resources. Where you know, today's session is going to be all about creating a brand, make sure you watch the branding module before we jump on, so that you know the fundamentals, it can be also a great space to drop the recordings for group sessions. There are many coaches who also offer their course with one on one coaching. So, you know, you sign up for one on one coaching with me, you get access to my course on this or my suite of products or, you know, whatever that looks like. So, it can be a bonus, it can also be amazing for affiliates. So, if you have, if there's another business out there who offers a complimentary service or something similar, and you offer them the opportunity to share your course with their audience, they get a little something every time they share it. And it's such a great way to expand your reach, utilizing other people's channels, other people's networks, audiences, and even sort of their like promotional strategies. It's worth reaching out and having a conversation around affiliates for your course. People are always asking, what's the right percentage for an affiliate? And this really ranges, this is not something that I'm super, super savvy with. But what I tend to see is for an affiliate who's just kind of sharing a link, and maybe I add you to my email newsletter and I say, you know, here's a great course that I think is cool for this audience because of these reasons. Maybe I get 5% to 10% for sharing a link. If I am a guest teacher in the course, maybe it's more like 50%. So, I've seen it broken down that way and sort of between 5% and 50%, is kind of the range. I've also heard that if it is a lower ticket, the percentage is greater, if it's a higher ticket, the percentage is smaller. That one is not as common, but I have heard people talk about it in that way. So, I would just assess, you know, where what's the price point of your course? What are you asking of the affiliates? So, if you're asking them to put it in an email, and then talk about it on social media, and maybe, they are running a community or a group program around your course. I've seen this happen where somebody, let's say you have a course and I'm selling people your course. And part of that is I have a group, so I'm essentially taking a cohort through your course with my guidance. So, this would make sense if I am collaborating with you, like a fellow designer, right, and I'm walking people through a design, your design process with my guidance with this cohort. That needs to be sort of fleshed out you need to make sure that your affiliate partners are aligned, that they understand your strategies and your like the way that you teach. So, I've seen coaches do this a lot, and specifically business coaches. A lot of times also, like, if I'm selling your course, I probably have some kind of deeper connection with you, whether it's me as a guest teacher in your course. Maybe I've graduated under you as a coach, maybe we've partnered on something. So, usually that kind of partnership, there's a little bit more depth there. But definitely, something that I've seen work really, really well.
Pualena 20:36
So, yeah, that brings me to the end of my list. And I would love to hear, if you are working on a course. Are you thinking of having a course? Do you already have a course? Are you redoing your course? Why are you redoing your course? That is so common, people are like I have, and I have this too. I have a course, I'm not actively selling it because I want to redo it. Cool. Let's do it. Let's redo our courses so we can get it out there because people are suffering without us. So, please reach out. My Instagram is Rebel Media, @rbl.media, and I'm super stoked to hear what you guys are working on. Definitely if you are inspired by this episode, leave me a review on iTunes and I will talk to you soon.
In today's episode of the Course Creator Academy podcast, Pualena dives into the basics of the five key areas to elevate your social media presence. Pua uses her own experiences to highlight mistakes to avoid and the essentials to cover if time is tight. She also gives essential tips for maintaining healthy boundaries with social media and how to tackle social media scheduling. Furthermore, she overviews the proper setup, optimization and maintenance strategies for any business wishing to expand its user reach through social media. She hopes her guide will help inspire and help get the listener started on their social media journey.
Pua clearly identifies the five areas to focus on when beginning or maintaining a social media presence. She reveals the importance of taking your time and optimizing your social media profiles. She later discusses how essential consistency, engagement and collaboration are. Each of the five factors plays a powerful and significant role in attracting and keeping clients active with your business. Additionally, Pualena explains why content is strongest when it is branded, engaging, high-quality and offers value. While listening to this podcast, you will leave having a clearer understanding of optimizing and maintaining your social media pages. And stay tuned for upcoming episodes where Pualena interviews a social media expert on the step-by-step approach to a full-length social media launch promotion.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 0:00
Using other people's audiences, and I see this a lot in the podcast world, in the YouTube space, where maybe you do a podcast episode and you ask your guest to share it with their audience. You then have that entire person or that entire business's audience, opening a newsletter that leads them to your podcast. That's so powerful.
Pualena 0:25
Hello, and welcome back to the Course Creators Academy podcast. I'm your host Pua and today we are talking about one of the most highly requested topics and a topic that I also would love to learn more about. And so I did in preparation for this episode. And that is utilizing and leveraging social media, and specifically, free and organic social media strategies to promote your business and to promote your online courses. Now, if you know me, you know that social media is something that kind of makes me cringe just a little bit. And I think that's more of a personal problem. So, I won't get into that too much here. But I don't think I'm alone. I think that there are a lot of solo entrepreneurs or small teams or small businesses that, they know that social media is important, it's useful, and not using it is just giving up a piece of the pie. So, if that's you, because that's me, I want you to know that you're not alone. And there are strategies that you can put into place, to nurture your audiences, to grow your audiences, so that you do have a platform to provide value to promote your products, your services, your courses, and hopefully, a place that does not feel so super heavy for you and a place that you can enjoy being. Part of what will create that enjoyment, or it's gonna be two things, one, making sure that you have really strong boundaries around your social media habits. Again, this is sort of more of like a personal thing. So, and I realize, like, one of the reasons why I don't like social media is it becomes a huge time waster for me. And when I go on social media, even if it's for my business, I end up just getting lost in the scroll. So, just utilizing platforms, team members, and you know, boundaries, if you have to set an actual alarm using, yeah, let's get into it. Let's get into boundaries, because I feel like that's like, tip number zero of the five. So, I use a, it's like a Google Chrome plugin. And I think there's an app also, I use the free version, and it is called. It's called Pause. Yep, it's called Pause. So, if I add in it, essentially, you can craft a list and it gives you a list of all the websites that might be distracting. All social media, Facebook, Instagram, Tik Tok, Facebook, or YouTube. And then like Amazon, Etsy, a bunch of stuff, like the list they have is huge. And it's actually pretty, pretty good. It's really thorough. And what it does is, when I open it, it forces me to pause for five seconds, this big screen comes up. And it says, let's actually do it. And so does this pause for a few seconds, and then there's a butterfly. So, it actually forces me to say like, oh, did I go here? Because it's a habit? Or did I go here because they actually need to go on this website? And then you can, you know, click through once those five seconds are up, and you can, you know, go on with your day. Or you can not pause that specific site for 24 hours, or you can change it on the list itself. It's really, really helped me to stay, to keep my boundaries around social media, at least from the entry point. It does not necessarily limit the amount of time that I spend on as a website, there are apps for that. And we don't have to get too deep into this but little hacks so that you can utilize the platforms but not be on them for an extended period of time. The other thing in terms of just posting content that you might want to leverage are platforms like Hootsuite or Later.com. These are scheduling platforms. So, you just go into that platform. So, I use Later for my Instagram. If you have Instagram, Twitter, LinkedIn, Facebook, and you want to use all of, you want to schedule posts for all of those platforms from one place, something like HootSuite is actually really useful. And then you create the content in there, and you don't need to go on the actual social media platform itself, to do anything, and then you don't get distracted. So, a couple of tips before we dive in.
Pualena 5:06
But today, we are talking about, there's three or five key areas that you could focus on in order to elevate your social media presence, to nurture your social media, audience and followers. And doing this will allow you to have a stronger foundation for promoting your course, or anything that you want to launch. A lot of times, what we end up doing is neglecting these audiences by like not posting or engaging at all, or just doing like the bare minimum, and hoping that when we do show up and have something to sell, that people are just there waiting for you, and we'll see it and you'll be able to just use the platform and pick it up where you left off. Maybe sometimes this works. Most of the time, it doesn't though. And if you have a very cold or kind of dead audience, not only will they not be used to seeing you, and you'll actually come off as like, oh, I only see this person when they when they want to sell something. But also the algorithm will not pick you up because you haven't been active, you haven't been engaging. And you're not, you're already not showing up on people's feeds. So, it's not just going to like magically put you in front of people, it's going to start you from the beginning, if not like below baseline to get you back into the algorithm. And the only way to get back up to where you were, is to go to get some sort of consistency in your posting. And we'll get into that in a little bit. But basically, what I'm trying to say is make sure that you are creating time to nurture the social media platforms that you want to be on. This is why I tell people like you could be on Instagram, Facebook, Twitter, YouTube, Tik Tok, LinkedIn, like, it's totally possible for you to be on all of those things. But if you want to actually nurture each of those audiences, you're not going to want to be on all those platforms. I want you to choose one, choose one platform period, this is going to be where you start. This is where you'll create your content and what you will optimize your content for. What that means is, every platform utilizes a little bit of a different layout and format and strategy to deliver content. The most like, it's obvious, right? YouTube is video. If you're not creating video content then what are you going to put on YouTube? It's kind of you know, like that, that one people understand. Where people often sort of mess this up, not mess this up, but get a little bit lazy. And I admit, this is me, or it was, I'm going to stop using Facebook is Instagram to Facebook. It's very easy to share an Instagram post to Facebook, and it's not going to kill you, it's not going to, you know, destroy your social media following or the algorithm or anything like that. But Instagram content is crafted a little bit differently than Facebook content. So, ideally, what you're looking for on Instagram is something like if we're doing static posts, which I'll go into video in a minute, because video performs way better than images at this point. But if you're doing an image post, you either want it to be a square or actually a little bit taller than a square because now Instagram in the feed, it can accommodate taller images. And so we want your image to take up more of the screen. So, if it's tall, or like portrait orientation, you're going to take up more of the screen, which is going to allow your content to be viewed. Like, primarily, instead of sharing space with whatever account is before after you. Okay? On Facebook, actually, the ideal orientation is landscape. So, it's a little bit of a longer image or square, right? So, and it depends too, are we optimizing for a desktop view or a mobile view? Most people are looking at their Instagram and their Facebook on their phones. So, does that change the way that people scroll through your content?
How about the way that they read the captions? Captions on Instagram show up a little bit differently than captions on Facebook. Now, I am not a social media expert. And I will not give you specifics on how to actually craft good content on each of these platforms. I'm just sort of letting you know that there is a difference. Which is why, like this will take all of your time if you try to optimize all of your content for all of the platforms. So, choose one, choose one, learn the platform, learn how to create the best content for that platform. And if you are on something else, let's say you're also on Tik Tok, and Instagram, and you create, you know, instructional videos that you think that are great for Tik Tok, in your call to action, in your profile, in your captions, direct people back to Instagram or wherever that other platform is. Because Instagram is where you want to grow the audience, if that was where your focus is. The other platforms are just ways to capture new groups of people who may not find your Instagram and direct them there. Okay, so if you got nothing else from this long, montage. Is what it's called? Monologue, not montage. Definitely choose one platform and hopefully, that releases a little bit of pressure. Now, if you have a social media manager, if you have a team, if you have somebody who's willing to take on the social media responsibilities, yeah, sure, branch out, use LinkedIn. LinkedIn is untapped potential. Everybody's talking about it. Getting on there, it’s on my list. That's the thing, right? Like, Instagram is my platform of choice. And I just don't want to learn a new platform right now. So, anyway, yeah. Okay. So, that was content creation for like platform-specific content.
Pualena 11:27
And when it comes to the actual content itself, the videos, the graphics, the images, the photos, the captions, we want that to be branded, engaging, high quality, and valuable. Branded, engaging, high quality and valuable. When I say branded, I don't necessarily think that you need to paste your logo across the picture. Or, you know, in the videos, what I mean is we want it to be brand aligned. Okay, so are you using brand colors or brand themes, this can, this can actually be really fun. So, let's say that you are doing video content, you don't have to have your logo on a poster behind you in a video. Or, you know, I see a lot of people doing like virtual backgrounds. And they have all of their business information that can be kind of cool for Zoom or whatever. But social media, you don't need that. What could be really fun is wearing a brand shirt, or a shirt that has one or two of your brand colors or hat. So, get creative with how you weave your branding into your posts. And again, you don't need to be super, super obvious and just use your logo on everything. But I do think that it's worth tying in different elements of your brand, using your brand fonts, your brand colors in many different ways. Something really cool that Canva just came out with, is you can, if you have like a pro account, so the paid Canva account, you can search in the elements by color. You can search for photos, that have the color hex code in the photo that is like the same color as your brand. So, for example, I have that like pink in my brand, in my logo. And I can grab that hex code, pop it into the search filter in Canva. And I'll get photos that have that specific shade of pink in the picture. And I can use that for my content. It's so cool. And it just creates that underlying sort of subconscious brand trust across all of your content. Okay? We want it to be high quality. So, there's nothing worse than seeing a picture on Instagram or anywhere else and it's super blurry. That just really, really it knocks your credibility, it shows that you haven't given thought or like you just didn't pay attention. And subconsciously, people will think that if that's how you treat your content, that's how you'll treat them as clients. So, it's really important to make sure that your stuff is very crisp, it's very clean. It feels very intentional. We don't want anything to feel like an accident or like there's no intention behind it. We want it to provide value. Now this is a tough one to swallow because we know how quickly people scroll. And if we spend an hour creating a post in a caption that has so much great value. It's gonna fall on deaf eyes, deaf ears and blind eyes because it's just going to be scrolled through. That's why this is a full-time job, because people's entire careers are around creating captivating content that's going to stop people from scrolling long enough that they might want to read the caption in than if they read the caption, they might want to do the call to action, and go to the link in your bio, and then click on the link in your bio, and then scroll through the LinkedIn bio list and then go to your website, like, it's a lot. Oh, and by the way, when they get to your website, they're going to want to have to stay on your website, because you want to retain their information or their attention, give them more information, and then turn them into a paid customer. That's a lot to ask of an Instagram post. So, this is why social media becomes such a heavy lift. Now, don't think that every post that you make has to make all of that happen, you're gonna have posts that get 3 likes, you're gonna have posts that get 300 likes, you're gonna have posts that get 3000 likes. You don't have to nail it every time. Because what is equally as important as the content you create, is the consistency at which you post it. So, consistency is what plays on the algorithm. Value is what plays on the human on the other side of the algorithm and you need both. Now, every single post does not have to deliver value in the form of a full-blown transformation. It can just be a little tip, or a quote, or something that makes someone smile or something that makes you memorable as a brand. Weaving that into more instructional or informational things, can help to create a well-rounded social media feed, that when people who are new to your business, visit your social media profile, and they click on something, they're going to have a good experience. Okay? That was a lot, that was all number one content creation. Again, this information is meant to inspire. If you're feeling overwhelmed, don't worry, just listen passively, find one or two nuggets that you want to take action on and just do those one or two things. That's all. If it's just like committing to being consistent, that really is the one that's going to open up all of the rest of the doors for you. So, start there, then from there, you can start making more value in your content, right? So, you know, choose one thing anyway, moving on.
Pualena 17:10
Number two, optimize your social media profiles. Optimize your profiles to reflect your brand. And if you're selling a course, if you are a course creator or a coach, have it also reflect the course experience, your coaching experience, right? You want to have a really, really good profile picture, maybe it's your logo, maybe it's a picture of you. If it's Facebook, or YouTube or LinkedIn, you want to have really, really good cover images that are also brand aligned. Again, I'm not going to give you specific strategies here because I don't know them. But I've seen a lot of different banners, some have, you know, information, some have calls to action, here's my website for my free course go here, or join my community go here. And all of that is sort of in text form on the banner itself, in the image. Those are legitimate strategies. And then in the profile itself, include links to wherever you want people to go. Again, you have to tell people what to do, they're not going to think to do it themselves. If in your caption of your posts, you're not saying visit the link in my bio to learn more, they're not going to go to your bio. It's as simple as that. They're just gonna keep on scrolling. They're gonna say, Oh, I wonder what Oh, but what is this down here? People are so distracted, and they're so distractible. So, tell people what to do. If you are launching, if you have a fixed launch window, where you have a cart open and a cart close, do not bother with link in bio stuff like, you know, the actual like link in bio. What is it called, Linktree? Yeah, don't bother with that, or anything like it. Give them one link to click on, that will take them to the lowest barrier to entry. Most of the time, this is going to be your landing page or your sales page for your course. If you're doing a fixed course launch, point them to your course sales page, use that link in your bio. And then when the launch is done, change it back or change it to your website or whatever you're launching next. You want to give people the easiest way to get what they want. That's why if you have a product, and you connect Shopify or whatever that platform is that you use, you can link directly to the individual product that you're posting about from Instagram. I think that's so cool. So, use the tools that you have for sure. And do that in your stories. You can add links to your stories. Send them directly to your sales page or your webinar registration or you know, whatever. Don't send them to your homepage of your website where they're going to have to find it is what you're talking about.
Pualena 19:58
Okay, number three is consistency and we did talk about this a little bit. And I will say it again, because it's just that important. Consistency is so key. If your algorithm is tarnished, and you haven't posted regularly, or you're sort of in and out, and you know, you reuse hashtags, is Shadow banning still a thing? Can somebody tell me? Someone sent me a message and let me know if that's still a thing. It used to be that if you reused hashtags, or captions, and you sort of acted spammy, the algorithm would shadow-ban you and actually, like, severely limit the people that you were exposed to. I don't know if that's still a thing. If it is, though, I mean, and you're not being consistent, and you're acting spammy, and you're reusing captions and hashtags, it could hurt you tremendously. So, be authentic, use real content, and just be super consistent. What I highly recommend is scheduling out about 30 days of posts at a time. And again, Hootsuite, Later, all of those things you can use to schedule out Instagram or social media posts. That way, you can just focus on engaging and know that they're being released on a schedule. And that is like, as consistent as you can get, it does it automatically. Now, I've heard that certain platforms actually don't give you as much reach if you've scheduled your posts, through a third-party platform, you get better results if you post directly in Instagram. Now, if you're gonna tell me, Okay, I'll do that. But I won't be as consistent as if I could schedule it out and just batch and do it one day a month. I'd go for the consistency over the like little edge that it gives you to post on directly on the platform, you could do both, you could create the content and set it like an alarm for yourself. Later.com has, there's two options, you can auto-post, or they can send you a notification that will alert you that it's time to post. So, you could really, really optimize it that way. Again, maybe this is for somebody on your team or your social media manager. If you're paying to get your social media done right. Yeah, you want them to do all of these things. If you're on your own, and you're doing this because you know, it's good for your business and you want to have as good of a feed as you can without totally just destroying your mental state and your mental health, then these strategies will be helpful for you. But consistency is key.
Pualena 22:47
Engagement is also kind of key. So, you can't just schedule your posts, and then close your Instagram for a month and never go back. You do want to make it a habit to check your DMS, check your comments, and reply. If you're a small business, if you're a course creator, people like to know that you're a real human, and they want to actually engage with you. They want to have a conversation with you. They want to ask you questions. Answering questions will allow people to know that you are the expert, and that you are worth investing in. Now this becomes a little bit of a slippery slope when you get big enough to get like trolls and spam and hate mail and whatever else people do behind a keyboard that's really disappointing for humanity, but something that we live with. If you're at that point, my guess is that you have created a brand and a company and a reputation that is large enough that you can invest in an in-house social media manager, who will help to filter through those things so that you don't have to read them. If you're at the point where you're getting rude comments, hateful comments, and it's really affecting your mental health. Find a way for you to not look at your comments. It's so not worth it. With that being said, though, I do think that it's still important to comment back and engage with people who are truly trying to reach you. There's nothing like commenting on like somebody that you admire and having them comment back or answer a question. Even if it's sort of random like if you're so huge that you just can't reply to every single one. Replying to a few, will show people that you're there but you might be busy or you know, it's just, do your best. But I would say when you're starting out, you have your circle of friends and maybe some strangers and some clients and you know you're getting a few, like a handful of comments on each post. Do your best to comment back, drop a little emoji something.
Pualena 24:55
Okay, number five, this one is sort of like next level and we can talk a little bit more about this. But collaboration with social media can be really fun, it can also alleviate some of the pressure that you might feel to create all of your own traffic and your own engagement and your own reach. Utilizing someone else's audience, who is has a similar audience to yours, can be really, really useful. So, now on Instagram, you can actually post on behalf of yourself and someone else. So, if I want to do a collaboration, say with Kajabi, and I post social media, or I post on Instagram that, you know, Rebel Media and Kajabi are together here. And they, you know, I think they have to approve it. I don't know how that works, because I think there's some sort of gatekeeping to that, but using other people's audiences, and I see this a lot in the podcast world in the YouTube space, where maybe you do a podcast episode, and you ask your guest to share it with their audience, you then have that entire person or that entire business's audience, opening a newsletter that leads them to your podcast, that's so powerful. And those are brand new ears, and it can create such a great ripple effect. Something that businesses also leverage quite a bit, if you are a product-based business is allowing, what we know of as influencers, which I think that word is a little bit cringy at this point, but I like to use user-generated content, that's the phrase or that's the term that I like to use. And basically, it's like, hey, you know, I hope you enjoy this product, please feel free to post a picture of you using it, or wearing it, or sharing it, you know, whatever it is on social media, and we will repost it, we'll follow you. User-generated content, it can be really powerful and it's almost like a testimonial. So, I, as a potential customer, can see that, in addition to what you create as a brand, you also have people who are using your stuff, consuming your content, taking your courses, enjoying it enough to post about it, so that I can see that you're a legitimate business, and that other people are getting results. Okay?
Pualena 27:27
I feel like that was already a lot. We can, and I'm actually going to have a social media expert on the podcast to dive deeper into some of these because it's probably so super worth providing some, like real grounded strategies that you can actually follow to do, to like, go through with a full launch promotion. And this stuff will get you started. The stuff we talked about today is, it's really just maintenance. It's like proper setup, optimization and maintenance. I would love to dive into launch strategy and how to leverage social media to promote a specific product or course, or experience, or coaching opportunity. And if you know of an amazing social media person, who could provide some cool content and some cool tips for you folks. I'd love to be introduced to them. So, feel free to reach out to me on Instagram because that's where I like to hang out. RBL.media. Send me your questions. Let me know if you enjoyed this. If you have any episodes that you want to hear, any guests that you want to have on. I am so open to providing that for you and I look forward to talking to you again soon. All right, keep crushing.
In this episode of Course Creators Academy, Pualena discusses essential marketing strategies for course creators. Using her background in course creation, she covers all the essential free marketing strategies course creators can work with and identifies areas where creators can fall short. Pua walks listeners through the three key elements to follow when marketing for online courses and why they are essential. Afterwards, she discusses how to establish initial interest with clients and how to maintain their engagement. Throughout this episode, you will learn how to attract more clients through intentional marketing methods focused on course creators.
Pua shares her strategies and other tips for taking clients further into your ecosystem beyond starting your course. This includes creating a community for your clients, along with what options exist for curating a space for engagement. While going over different marketing strategies, Pualena presses on the importance of a thorough and planned campaign that fits all the pieces of the puzzle together, including what your customers want most!
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 0:00
Being visible is very, very important. One of the best ways that I've seen course creators sell their products, is doing live workshops. And this could be in person, most people do this over Zoom, or some sort of video platform. But getting in front of people, breaks down a lot of barriers.
Pualena 0:24
Hello, and welcome back to the Course Creators Academy podcast. I'm your host Pua and today we are talking about setting yourself up to successfully market your online course. So, as always, you have probably tuned in because you searched keywords, marketing, or online course or online course creator. And podcasts are really fun, because you get to be inspired by the episode that you're listening to. Right? So, some people might be set up to take action right away, some people might be listening to this at their desk. Most people consume podcast content passively, maybe you're outside going for a walk, or you're driving or these are much more common in terms of listening to podcast episodes. I say this because I do the same thing. And if you're driving, if you are walking, if you're running or exercising or doing whatever you're doing, I don't expect you to be taking action here. What I, what my goal is, is to inspire you to come back to this and implement the actions later. So, this is going to be sort of a, we're going to look at some foundational things that need to be set up before you think about your marketing and touching on some ways that you can start to think about marketing your course and bringing the right students into what you've created.
Pualena 1:55
The thing about course creators, my favorite niche in the world, is you have spent so much of your time, so much of your energy, probably some money, but definitely effort and love on the creation of your course, on the creation of your entire digital space. To be honest, right? You have a website, you have a landing page, you have a payment gateway, you have social media, you have all of these things that you've invested in, so that they can come together and provide your students, your clients, your customers with a specific experience. So, I want you to start thinking of all of these components of your business, as members of your team. This is a collective effort between your email marketing, your social media marketing, your, the actual course content itself. All of these things come into play and if we can figure out where to put the puzzle pieces, so that everything works together to deliver that experience that you envision for your clients, that is when we win. That's when we can market successfully. And when we have created all of our own stuff, if you've created your own course, you've edited your own videos, you've written your own copy, even if you use AI, chat GPT can only get you so far. You've done the work, and you're very, very proud of it. And the number one marketing pitfall, for course creators, especially people who are, you do everything in your business, you wear all the hats, you are your business, the number one pitfall is you laundry list everything and all of the reasons why your courses amazing. We go out there on social media and you say like, oh my gosh, I have 20 lessons, and five weeks of content and you're gonna get, you know, downloads and worksheets and blah blah blah blah blah. That's all so great and I'm also super proud of you because I know how much work all of this takes and you want the other people on the other side, you want your students to know that you've put all this work into creating all the things that they're going to get. I believe I've said this before, and I probably will say it again. Unfortunately, I mean this with love, but nobody cares. Nobody cares. Nobody wants to know how much time you put into all of the things that you created for them. Nobody wants to hear about all of the things that they're gonna get, well sometimes people want to hear about what they're gonna get, but in a different way, right? What people want is the solution. They want the transformation. So, in your marketing again, this is a very like high-level conversation before we dive into the actual strategies. You need to plan on talking about the transformation that you deliver. A lot of people put the course together, the website together, the promotion strategy together, they try to get all of these things in a row and all these things really polished. And then they do this big launch. Okay? And because they're waiting for not only their online course, which takes longer than they expect, but their website and their funnels and their email campaigns and their entire, like, webinar launch, and this and that, which is its great planning is great. However, if you are launching for the first time, and you're waiting to have all of these things perfect, and you are on, let's say, on May 1st, you are flipping the switch, you are launching. If you have not brought anybody through your course, if you have not practiced the strategies that you teach on at least one person, if not, I would say at least five, you can't talk about the transformation, because you don't know that it's going to happen. You don't even know what that transformation looks like. And that is the number one thing for you to talk about in your marketing, when you are promoting your course, is the solution, the transformation that you provide. I don't ever want you to use the word guarantee necessarily, because that can get you in a world of trouble. Unless you have something that you can guarantee. Or if you have like a money-back guarantee, people like that because they feel safe making that purchase. I just, a friend of mine told me this the other week, JLS, Just Launch Something, is the PG version of that. But launch your course to a small group and get that transformation. Get your testimonials, get your case studies. Now that I've said that, let's dive in.
Pualena 7:00
So, again, marketing your course requires establishing a solid foundation, right? So, beyond knowing the transformation that you provide, you must also be crystal clear on your target audience, defining what's known as your Unique Selling Proposition. A lot of people use USP as the abbreviation for this, and creating an actual course that does provide that transformation. So, those are sort of the three key elements of being able to put your marketing together, reach the right audience and sell your course. Understanding your target audience is supercritical. And I'm hoping that you actually defined this before you created your course, because these are the people that you're talking to, right? These are your ideal students, these are the people that are going to achieve those transformative results. So, I will always use fitness here because it's something that I just always fall back on as an example. If you are targeting, let's say you are a fitness coach who wants to work with athletes of a specific sport. Being clear about who that target audience is, is really important because the language that you're using in your course, is going to be different if you're talking to a group of elite athletes, versus a group of adults who have never worked out before who want to get fit, right? So, yeah, know your target audience top to bottom. If you don't know, stop listening to this recording, and do some exercises to really get clear on who they are. Okay? Talk to your communities, talk to your coach, talk to people who have come through your programs, or your products, or your courses before, just create clarity around that.
Pualena 8:54
Okay. So, once you know, your target audience, you can start to develop that USP, that Unique Selling Proposition. This is what makes you and your course different from people out there who are doing something similar. This is what sets you apart from whoever your ideal target audience might be Googling and showing up first, ahead of you because they've put a lot of money into their SEO or they're buying Google ads. These are the people that you essentially are competing against. How do you differentiate yourself? It could be your teaching style. It could be the specific problem that you solve. It could be the specific set of results that your students can expect. Right? And this is key, your course content should be designed to deliver on your USP. It should be engaging, informative and provide real value to your students. So, again, this is where we can sort of get in that like car sales mini mindset of, well, okay, this person had great marketing, like their Facebook ad was awesome. And I didn't get anything from what they promised. We see this a lot, unfortunately, people, it's like borderline scammy, right? So, people are out there, they're running Facebook ads or selling products that don't exist, or pushing people into courses that aren't, I hear a lot of people, oh, this course wasn't very good. I can't believe I paid $500 or $1,000 or $5,000, right? So, in order for us to be in alignment, and in integrity with what we're selling, we want to make sure that the claims that we're making on our USP are actually grounded in something real. Okay, I've said it, I don't need to belabor that point. And if you have something that, you know, you have people that have gone through it, they've achieved that result. A really cool way to identify what your USP could be, is to ask them, and you could just flat out say, what makes my service, or my course, or my coaching, different from other people that you've invested in or had experiences with? Or, you know, how did you choose me over whoever else you may have been considering to work with? Asking other people is usually easier, especially when we get stuck, we can often get stuck creating our own copy, creating our own, you know, I don't know everything that we do for ourselves can feel a little bit harder, because we're very, very close to it. So, ask other people if you feel like you're stuck.
Pualena 11:38
Okay, let's dive in a little bit to the marketing strategy. Again, there are like literally hundreds of marketing strategies for course creators, so I'm not going to cover them all. I'm just going to cover the ones that I have seen my clients use, that I have guided my clients to use and seen results with. And I also, you know, this is very case specific, it depends on a lot of factors. It depends on what your content is, it depends on what your resources are, depends on how much time you're willing to put into this versus how much support you might have. If you have a team, if you have a lot of, you know, marketing, a big marketing budget or a small marketing budget. So, I will do my best to touch on some useful strategies that could be again, just used to inspire. I totally welcome feedback. I love hearing from you guys. So, if you hear something and you're like, can you talk more about this? Or you didn't talk about this? What about this? Let me know, reach out. I'm on Instagram, @RBL.media, that's the best place to find me. So, shoot me a message there. Okay? So, now that you have that solid foundation, right, you've got your target audience, you've got your USP, you've got the transformation, you have testimonials, you have case studies. Now we get to dive into all of the other things, right? Everything that I just mentioned, it's sort of dances around the product itself, it's dancing around your course. We need to start building that, I guess the, I was gonna say structure, but it's almost like padding around the course. So, like if your course is like the nucleus, and it's like in the middle. And it's, it's this amazing thing that we want people to find. We need to start creating all of the webs and all the places where people can sort of either like bump into, or we can grab them. And I'm sort of this is very, please don't actually grab people. But you know, if they're searching on Google, or if they're talking to people. How do we find out where your target audience is hanging out, probably somewhere online, don't stalk them in real life, and then get them to the course experience itself? Obviously, this will include, probably a website, right? Optimizing your website to be searchable. So, when we're talking SEO, we're talking keywords, creating a great website experience and I talk a lot about this, and this can actually be mirrored in your social media presence. So, we're really combating people's attention spans, once they have, and let's think back to the last episode about funnels. We're creating awareness. That awareness comes from social media, comes from people talking about you, it's comes from referrals. It comes from you talking about yourself, doing podcast interviews, speaking engagements, networking. Creating that awareness to drive people towards a thing or a place. If you have a physical product, you're creating awareness to drive them to your store, or your office. If you have an online product, you're probably driving people to your website, if not a specific landing page. So, this website or landing page must be optimized for a user experience that is very similar to the one that they're going to get in the course. Right? So, let's just say in an ideal world, they come to the website, they are greeted by something that reassures them that they're in the right place, and that you are the person that they want to be talking to. This could be a video, this could be imagery, this could be great copy, this could be an opt-in with a free giveaway, a download, a mini course, a video, that gives them a little bit of respite, a tiny micro solution to the big problem that they've come for. This is really key. So, you're gonna give them a download, and then you're gonna give them a welcome sequence, an email sequence, and you're gonna just say, first email, hey, thank you so much for downloading the thing, if you didn't get it already, here's a link to grab it. It's, you know, walk them through step by step, what they can expect, how to use it, best practices, and invite them to actually do it. Okay? So, that first email is just welcoming them to the space, very authentically introducing yourself in a very short way, providing the download one more time, walking them through it, and what to expect. Email number two, this is to elicit engagement. So, you want them to respond to the email potentially, if you feel like you could have the bandwidth to continue that conversation. And I'll go into that in a second. So, we do want them to engage somehow, we want them to either click on something or ideally, we want them to respond to the email, that helps with two things. One, it helps them to know that you're a real person who's going to get back to them, two, it helps with email deliverability. So, if you have a business email, and you're sending something from an email, where there is an unsubscribe link, which legally you must include, that will probably get filtered into some sort of promotions folder. We want your emails to go to the inbox, or at the very least not go to spam. So, if they are engaging with the email, if they're sending you something, it tells their email system, that it's not spam, and that this person wants to be notified of these messages. Okay, so you could do something real quick, like, hey, did you get that, or how's everything going with this system that I sent you in this download? I'd love to hear from you. If you have any questions, let me know, I check and respond to every email or you know.You can say something that helps them to know that you're human. Now, if you're gonna say that you must check and respond to every email, which sounds crazy, but that, right, we were talking about integrity and alignment and all of that. So, if you feel like you can't do that, don't offer it. If you feel like there might be somebody on your team that might be able to step in for you or if you'd like to do that, like, please, that's ideal, absolutely offer it. The other powerful thing about this is it begins a relationship, it starts a conversation. And we could probably save this strategy for another day. But once you start that conversation, it can lead to an invitation to work with you. Okay, so, this little relationship builder, not everybody's going to respond. In fact, there is a very small percentage of people who actually do but some will, and they are probably going to be pretty spicy hot leads.
Pualena 19:00
Okay. So, email number three in your welcome campaign. This is like such a tangent from what we were talking about, but I think it's important. Email number three is going to just be next steps. So hey, thank you so much for downloading this thing. I hope it was helpful. For more like this, do this. For more content like this, for more value like this, for more solutions like this? Take this action. This is a next step to get them further into your ecosystem. A lot of people will say for more like this, join my community on Facebook. For more of this, listen to my podcast, here's a great episode to start with. You must tell people what to do, because unfortunately, we're in this routine of just mindless consumption and scrolling. It's not even consumption. I wouldn't even call it that, people are just sort of like, glazed over and like they're opening an email, and they're just gonna sort of skim it and then close it and move on. So, be intentional, keep it short, have a button that sort of grabs their eye and say like, join my community or listen to this podcast episode and give them an episode to listen to that might be related to the download. If you say go to my podcast, they may get overwhelmed with the choices of just like scrolling through the titles and seeing what they want to listen to and then they'll leave. Be as specific and directional as possible. Okay? So, that is your website, that's creating a mini experience, a mini transformation that's similar to the experience and the transformation that they'll experience in your course. Okay? Again, you'll want to do more strategy and a little bit of a deeper dive into how you can utilize your welcome sequence and your download, to actually guide people to your course. The reason why I don't mention that the next steps in the next steps email, which it's not wrong, if you're like, hey, for more like this, check out my course. Yeah, absolutely do that. But sometimes people might need to like, their toes in the water and they might need to like, put their whole foot in before they put their whole body in. So, guiding them to another free resource is usually what people will do in that third email. But it doesn't need to stop at three. You could do a fourth email, you could do a weekly email, and then all of your continuing communication, you can start talking about your course.
Pualena 21:34
Okay, so we've got website, we've got email, welcome campaign, we've got free download. Let's talk a little bit about social media. I, personally, when I hear people say social media, and when I hear my own coach tell me that I need to be more active on social media and I need to get more visible and I need to get attention, I start to want to just crawl into a little ball and sit in the corner and cry. Because, like, if we're being honest, social media is a full-time gig. Like, if you don't have a full-time social media person, and you expect to be doing social media for your business, like it's just, it's a lot of work. Now, what I will say is there are actually a lot of great platforms out there that can help you to create content quickly, get it scheduled. And the way that this works without feeling like you're just mindlessly posting stuff, is to have a promotion schedule. So, I'm trying to decide how deep I want to go into the social media thing. I'm going to try to stay like just below the surface, because this is, we should do, I should do an episode just on social media promotion, because it's kind of a beast. And that's like not my world. I don't offer social media services. I don't have a super killer social media strategy and campaign myself, but I understand it enough to be able to talk about it in terms of promoting your online course. The thing about social media is even if you're on multiple platforms, and a strategist did teach me this, you want to guide people to the one platform that you're going to use for promotion, for links. So, let's say, like Instagram is where I like to be. Instagram is where I put the most effort. And if you go to my Instagram, you'll say, really because this doesn't look like there's any effort. You know what? I didn't say that it was good effort. I just said that's where I put the most effort. Now for a hot second, I had TikTok and I've moved away from that platform. But the social media strategist that I talked to, said your calls to action on Instagram vs TikTok are going to be different. You want because Instagram is where you want to be. Everything that you post on Tik Tok, you want to drive to Instagram. So, even in your profile, say for more tips on course creation or, you know, whatever that call to action is, follow me on Instagram. That will be the call to action for every single post, every single video, every single story. Now on the platform of choice, we want the calls to action to be varied with the exception of closed launch windows. So, when you have like a fixed launch and your like opening cart and then closing cart, pretty much everything that you're sending needs to be around that space. Like your email newsletter, you're gonna ramp those up, you're going to send emails more frequently, you're probably going to post more frequently on stories or whatever your social media platform of choice is. And all of that messaging is going to be three more days, two more days, 24 more hours, one more hour, right, we want to create a sense of urgency and just drive people to that call to action. Otherwise, we want to have a little bit of a balance of providing really good, valuable actionable content, as well as calls to action that build your list, that promote your course. Right? So, this is such a, this is why I am really hesitating to get too deep into the social media thing, because it's just a lot. Again, it is a 40-hour-a-week plus job. And the fact that you are a business owner, that you're doing all the things, you have any presence on social media at all. You're amazing, I'm proud of you, keep it up, because it's not a small task. So, I will leave the social media thing there for now. Because, yeah, we'll get back to it in another episode, for sure.
Pualena 26:16
I touched on this already a little bit. But you really want to utilize your email lists, like to me, if you have to choose between putting your energy towards social media or your email list, 100% of the time, I will recommend that you put it towards your email list. Why? You own your email list, those subscribers are yours, that's a list that you can like download into an Excel or a CSV file and you have that list to promote to forever. You do not own your social media following. Remember, when Instagram and Facebook went down for like a day and a half? People freaked out, they're like my ads are running, I just started my launch window and all of a sudden, I don't have anything that I can promote on social media, because my channels are down, you don't own that. So, curate a list that is yours that you have control over. And use that because people who give you their email address are like, they're really giving you something special. At this point, we get so much email that either the deal that you're giving, or the free download that they're getting is so good, that they're willing to give you their email address, knowing that they're going to delete everything that you ever send after that, or can be and/or they want what you have to say. And they're excited about you, they're excited enough to give you their email. So, not only do you need to have something awesome to give them but consistency in keeping that communication open and providing value in your email newsletters or your email marketing, is also really important because they won't be that excited forever. And if you are totally silent, and then one day you just pop in their inbox when you're ready to sell something, it's not going to feel super good. Okay, this is also nurturing a relationship that people have started by giving you their email address. Okay, so I know it can feel heavy, regular monthly newsletters is probably the minimum that you want to be doing in order to continue to nurture that relationship. Okay, engaging with your audience is something that I think course creators don't do enough of. And when it comes time to selling their course, it bites them in the butt. Being visible is very, very important. One of the best ways that I've seen course creators sell their products, is doing live workshops. And this could be in person, most people do this over zoom or some sort of video platform. But getting in front of people breaks down a lot of barriers. It helps them to know you're a real person, it proves that you are an expert in what you do, what you teach. It helps them to get to know your teaching style. Maybe they love what you do on paper and they see you in on, you know, zoom or in video and they're like, oh, man, I love everything that you have but your voice, I just can't do it. Do you have anything like a book that I can buy? It's a thing. I mean, let's be real. And the opposite could be true right, on paper, yeah, you're just like every other coach I've seen. And then in a workshop, they just totally resonate with everything that you say and the way that you say it gets through to them in a way that nobody else has been able to. Okay, getting in front of people is really important. That’s why speakers, getting speaking engagements, going on podcasts, allowing people to get to know who you are as a person behind the thing that you're selling will be a huge, huge benefit to the marketing of your product. Okay?
Pualena 30:15
The other thing that's really, really helpful if this is in alignment with how you want to be spending your time, is creating community. Now, I feel like this guidance is less common now. Facebook groups were all the rage like five years ago, and everybody who was anybody was telling everyone to have a Facebook group and nurture your Facebook group and show up in your Facebook group and go live on Facebook. That may still work. I know a few businesses who get almost all of their clients from a free Facebook group that they have moderators in and it's really engaged, people are there all the time. So, it's not a totally dead strategy. But I think we're shifting a little bit. And to be honest, I think that the floor is open a little on this one. People are very creative in the ways that they're creating community, a lot of people are going back into in-person stuff, you know, pay for this membership and once a month we meet up here. People are doing Zoom calls for their community where if you're on a specific email list, you get all of these, you know, weekly goodies in your email, and then you get a monthly group call, you know, so there are a lot of ways to curate community. I would, if this sounds like something that you might want to implement, figure out what it is that you enjoy. Where do you like to hang out? Where would you enjoy putting your energy and curate your community from there? Don't try to create a Facebook group knowing that you hate Facebook, or that you don't want to show up or that you don't want to go live or that you don't want to spend the time to hack the algorithm of why nobody's seeing your stuff. Facebook has made it very, very, very difficult to have communities now. Some people are using Slack or Discord, I've seen that work marginally well. And no matter where you are, no matter what you do, again, people need to be told what to do. So, if you are sending emails out to your community, you must guide them back to where you are all the time. If you use Discord, send regular emails to get people back into their Discord channel so that they can actually participate in the community that you've created. This does sound like a lot of work, create a system around it, make it regular, enlist your team for support. But if community is what you want to use, it can be a very, very, very effective marketing strategy. Why? Because people love you, they already know who you are, they know that you can deliver. So, when you release a new product, like a course, they're all over it. Okay? Being responsive, if you show up and respond to people in DM’S, or by email or in your communities if you are responsive, and you show up in the free spaces, people feel like you'll show up for them in the paid spaces. So, that's sort of like a bonus tip, is just wherever you are engage, respond or you know, have a plan in place or a team in place to do that. But it's a really, really important thing, if you're not going to be responsive, if you're not going to show up, don't create the channels. Because it just tarnishes your reputation. Even if you mean well. I am not perfect. I am human, I have had moments of unresponsiveness. And it is has like tarnished the ability for people to see how incredible your services and your courses will be. Because they remember that time that they felt ignored. And that's, it's disappointing, it leaves a little bit of a scar truly on the relationship. So, a little bit of responsiveness and a little bit of engagement goes a really long way. Okay, we are not going to get into the paid marketing strategies today. I feel like this was enough to chew on. And yeah, this was a lot. But I think that depending on where you are, depending on what you have, if you're listening to this and there was one little thing that you feel inspired to take action on, then awesome. Go ahead, take action on it. Again, reach out on Instagram, if you have any questions, that's where I like to hang out, @RBL.media, and I can't wait to hear from you. I can't wait to hear how things are going. Let me know what else you want to hear from. Let me know, I should say, let me know what else you want to hear about and who else you want to hear from. I am super excited for some of the interviews that we have coming up and I will talk to you soon. Keep crushing.
Curious about landing pages, ads, and funnels? Wondering how to optimize this strategy for your business? Get all your questions answered in this informative episode. Pua goes into great detail about what a funnel strategy is and the best way to apply it. She also explains how in many cases, it tends to be more of a filter than a funnel. She discusses each phase of this strategy and how utilizing her approaches can benefit your business and its activity.
Pua talks about the importance of filtering the right clients and why not all business is good business. She goes over each phase of the funnel strategy; awareness, interest, decision and action and shares her knowledge on the best ways to get clients to reach each stage of the funnel. Pua gives guidance on how to draw customers' attention, why they may express interest, what decision options they have and finally, action. When speaking further on the action phase, she shares integral information on why a client clicking away from your website can sometimes be beneficial to your business. Her advice on action transitions to how filtering in the right clients is essential to success in business.
Pua concludes the episode by discussing what actions to take to catch the client's interest and how to create client action through urgency. By the time the episode is over, you'll be excited and ready to create your funnel strategy.
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 0:00
So, we have to assume that there's not going to be any urgency that is just sort of naturally existed in the client's life. Of course, there are exceptions. But as business owners, we essentially need to create that urgency.
Pualena 0:17
Hello, and welcome back to The Course Creators Academy podcast. I'm your host Pua. And today we are talking all about funnels, funnel, funnel, funnel. So, today, my whole goal is to make funnels, instead of making it a word that you cringe at when you see it or hear it or you're like, that's sort of a buzzword, but I don't really know what it means. Or I'm very overwhelmed when I think about funnels. Or I know it's important, but I don't have a funnel yet, which is a myth that I'm excited to bust for you. Because if you have an online business where you've accepted money, you have a funnel. And you can have a funnel that is modelled after a formula, something that you learned something that you heard, maybe on a podcast that you love, called The Course Creators Academy podcast, who knows? Just kidding. But I'm excited to just dive into this very polarizing topic, is that the word because I think we all at this point, understand what a funnel is, and why we need one? And I also think that there's a lot of pressure. And it's not even misinformation, it's just sort of an overwhelming amount of information out there about what a funnel is, and why we want one or need one, maybe why we don't need one at all.
Pualena 1:46
So, let's dive in, what's a funnel, what even is this? So, for anybody who is out there listening, and maybe you have heard this word, and maybe you've Googled it, but you aren't quite sure, still exactly what it means. A funnel is just a way for you to connect with your ideal clients. Period, it's a way for people to find you, discover you, and become converted to some sort of action-taking member of your ecosystem of your business. Essentially, a funnel is usually broken down by leads, right? These are people who, for whatever, by whatever way they are led to you. And this could be a referral, this could be somebody that finds you on social media, this could be somebody that finds you by a Google search. So, this is called a funnel, because just like a funnel, it's bigger at the front, at the top than it is at the bottom. The issue that I have with that imagery and what I would love to offer instead as a sort of visual representation of what this might look like, is a filter. So, or something that maybe like sifts things out. So, ideally, your funnel takes a large group of people and starts to filter out the people that aren't going to become clients along the way. So, as they move through your funnel, so here's the funnel layout that I really love and appreciate and what I use with my clients. So, the top there's leads, and the first rung, I guess, of the funnel is awareness. So, people need to become aware of you. And this happens through anything but sitting and doing nothing. Right? If you are talking about your business, if you're posting about your business on social media, if you have adjusted your SEO, your search engine optimization on your website, your digital spaces so that people can find you on Google. If you just talk about your business. I went to a conference last year and someone talked about getting attention and they were like, you know, just get attention, get attention everywhere you go. And that should always be in the back of your mind, get attention, get attention, get attention. And this guy like he takes it to the extreme. It's really cool. He wrapped his truck with his business name and his business slogan. He's very active on social media and I think certain people have an easier time with this than others. But he's, you know, always wearing the T-shirts for his business, his hats, he's got lots of swag that he made. So, it's that's a part of the funnel that's creating awareness. From there, we then want people to express their interest or not. So, part of this funnel yes, we want people to become buyers but we also want the right people to become buyers. So, for example, if I am in the market for, okay, let's just say I'm not in the market for anything. And I'm scrolling on Instagram, and I see an ad. And the ad is for a duffel bag that turns into a backpack. So, I see that and I'm like, huh, that's pretty cool. That's kind of useful. I travel. Nice. I, they've created awareness, right? And it's piqued my interest. So, I've stopped scrolling. Now, I have to make a decision. I just told you the first three rungs of the funnel, awareness, interest, decision, this can all happen within like less than a minute, right? I see it on Instagram, looks cool. The decision in this moment is whether I'm going to go from stopping the scroll and looking at it, to doing anything beyond that. Right? I could scroll through if there's like five or six pictures of it, I could start swiping through to see if I want to do anything else. The last rung in this funnel is action. Okay, so leads go in the top and they go through the awareness, the interest, the decision and the action phase. So, when I'm looking at this backpack duffel bag, and I decide to click on it, to go to the website to see how much it is, I've taken an action. And then guess what? You repeat the funnel all over again. Okay, so a funnel is not always one landing page, to one squeeze page, to one offer page, to one checkout page, right? That's kind of what we think when we think of funnels, like all these complex email campaigns and sequences. Funnels are just a series of events. Right? So, once I'm on the website, it starts over, awareness. Now I'm being made aware of other products. And I am interested in them, maybe I'm interested in some, not others. I am making a decision. Do I want to look into this product page and take an action? Eventually, we want the action to be a purchase, an action could be an opt-in, it could just be me simply giving them their email address because yeah, this looks cool. Yeah, I think it's really, you know, useful. Would I use it? Do I like it? Yeah, I would. And I do like it. Am I travelling anytime soon? Nope. So, there is no urgency right now for me to buy that today. So, the funnel worked to get my email address. Maybe, I went to the website, dropped my name. But it did not work to convert me into a paid buyer, right now. So, thinking about that, there are different ways to create urgency. I'm not travelling next month, so I'm not going to need to buy that right now. But if when I'm on the website, you give me a 10% off discount code to use in the next seven days. That might get me to want to buy it, right? So, we have to assume that there's not going to be any urgency that is just sort of naturally existed in the client's life. Of course, there are exceptions. But as business owners, we essentially need to create that urgency.
Pualena 8:38
So, let's think about like an online business funnel, a very popular one is a Facebook ad, to a webinar, to like a calendar, booking and an application, to a call, to a high ticket program. Okay? Now, when we look at that funnel, there are many, many places where the client can drop off the funnel. And there it's gonna happen because maybe they realize that they don't like your teaching style. Maybe they think that it's a scam. That's totally legitimate reasoning. Maybe they clicked on it by accident, you know, like, who knows. And what we want to do, is we want to filter in the people who need us, filter in the people who are our ideal clients, and filter out the people that we know if they end up coming all the way to the end and making a purchase that your energies and your services will not be aligned with who they are and what they need. And they will be trouble. Every single time I get that instinctual sort of gut reaction of like, oh, don't, you don't want to work with this person. But then they're like, how do I pay you and you're like, ah, but I want to make a sale and you say yes, and you have to work with them one on one. Just don't do it. Trust your instincts. And this is sort of off-topic. But, you can always create different things that you have in your business to offer. So, that you don't have to work with somebody one on one. And this, you know, this is sort of less true for product-based businesses, although it can still ring true. If you are, an even then like, even if you have like an online course that you're like, oh, you know, my, I won't, I'm not accepting new coaching clients right now, or, you know, whatever the reasoning is, but I have this course, and they aren't a good fit for your teaching style, they're still going to complain, they probably going to ask for a refund. So, you know, it's advantageous to bring people through your funnel and allow them to self-eliminate as they go through. So, this can be really powerful, when it's done right. So, where were we, okay, the webinar funnel, so if we're looking at the Facebook ad to webinar, okay, so in that one sequence of events, I guess, you're creating awareness with the Facebook ad by targeting people who you think are going to be your ideal clients. I'm not going to into Facebook ads, right now, I'd love to have a Facebook ads expert on to tell us a little bit more about that. But essentially, you're targeting people who are on Facebook, at least, a higher match for you, than the entire planet who's on Facebook, right, and that would be a very expensive ad. So, you're creating awareness, they see the ad, they're clicking on it, they are interested, they make a decision to register. They make a decision and then the action they take is registering for your webinar. So, then your next little sub funnel is on the webinar, you're delivering information, you're creating the like and trust factor, you are sharing a little bit with them about who you are, your teaching style, whatever it is that you're selling. And again, awareness around the skill set that you have. They're interested, they think you can help them, they need to make a decision, and they need to take action.
Pualena 12:17
So, coming back to the urgency, people are less likely to make a decision and take action if there is no urgency at all, because they think you're not going anywhere and they can always do it later, or they're just unsure. And there will be those people who are going to make very impulsive decisions, and they're already sold on you. Maybe they've been following you for a while and waiting for you to release this, maybe you are highly recommended. Or maybe they're just one of those people that they just know what they want and when they see it, they just buy it. Most people are not like that. So, we create urgency by doing things like, you know, a fast action discount. Where if you, so let's say they go through the application process that you jump on a call with them, and you say, you know, here are your options. If you register or enroll in the next 24 hours, you get x amount of dollars off, and then it's full price or something like that. I have mixed feelings about that. Sometimes I feel like it's a little bit unfair, like I did a program, I will never call it the name of this program. And I will say they do a lot of great work in the world. And they have really incredible clients and I learned a ton, I still utilize some of the, you know, things that I learned in that program. However, they heavily focused on closing the sale, to the point where they would say, you know, okay, cool, your credit cards maxed out awesome, what other credit cards do you have, or, here's a link to sign up for new credit cards, so you can pay for this. That doesn't feel right to me. I just you know, so, that's sort of where I personally draw the line. You make your own decisions and do what feels best for you. And I will say like, they did that because they were so confident in their product that they, you know, said, if you go into debt, purchasing this, I can guarantee that if you follow what we teach, you will make your money back. That's kind of that's like a really bold statement. And I don't recommend making guarantees like that. But that is again, totally your call.
Pualena 14:28
So, the awareness is going to be getting attention either organically or by either investing some resource, right? Money for ads. It could be time and energy. If you sit let's say you do a podcast tour, and you target 50 podcasts that have similar audiences as you or if as your ideal clients and you reach out to 50 of them. This is actually a great thing for you to do. Let's say you reached out to 10 podcasts a week. Or if you wanted to do 10 a day, for a week long. And you just say ask if they're accepting any interviews, any guests, you can have a one sheet prepared that you can just send over. And that's a relatively inexpensive way to start building your audience. So, if you don't have the money for ads, or if you aren't comfortable in that space, that's definitely a great way to create awareness, social media, obviously, and building your email list, sending out newsletters, whatever it takes to build your awareness. And interest is what happens when your content aligns with the person who is aware of what you have, right? Social media content, emails, your website, making sure that it's really, really well branded. I highly recommend investing in a brand specialist, and then following their brand guidelines to a tee across everything that you have. So, interest is again, content decisions. Okay? That is going to be if, if there's urgency, right, if whatever you have is just super irresistible. Let's say you have an open and closed cart period, and they're interested in something that will not be available to them for purchase in three days from now. So, there's, there's your urgency, that will require them to take an action. Now, if they close the window, if they leave, if they bail on the site, that's also an action. And sometimes that's an action that we want. Okay, so again, your funnel is filtering people in and it's also filtering people out. So, the better, the more optimized and dialled in that your funnel is, the better and higher quality leads that you'll get, either, you know, sending you emails, booking calls with you, making purchases, and that's what we want. Now, this is very important. I want to make sure that you don't wait on creating your funnel and taking action on this until you feel like you have all of the components perfectly laid out, and curated, and designed, and prepared. I want you to start utilizing and testing the funnels that you already have. What you, this, your best friend here is going to be data. And yes, there are a lot of platforms that you can utilize to collect data and view data. One of the greatest ones is Google Analytics, which is free. And you can integrate that right into your website. But you can even look at like if you post on Instagram, for let's say you're posting about a product that you made. If you make jewelry, and you post a new set of hearings, how many people liked it, how many people clicked on it? You could, there's analytics if you have a business page on Instagram, and Facebook and most social media platforms. So, what you want to do is really start collecting and analyzing data. I usually tell people that feedback is nothing but data. So, let's say you have a business and you have a Yelp page, what are the people want? What are they saying? What are they asking for, and start to just pay attention to this? Utilize that data to dial in your funnel. If you notice that people start dropping off at this particular phase, start figuring out why. Right? Let's say you post a picture of those earrings that you made and you get hundreds of likes on it and you get a lot of DMS and people seem really excited about it. But they're not selling. My guess is if people are clicking on that on Instagram and they're going to your website, there might be something confusing on your product page, or whatever link that people are using to get to your website. Maybe they can't figure out how to buy it, maybe they get overwhelmed when they get there because there's too much for them to look at. So, we really just want to make sure that we know where people are entering the funnel, what they're doing in the funnel, and when they fall off of the funnel.
Pualena 19:24
Okay, so I think I'm gonna leave it at that today. And we can pick up next time with, yeah, okay. I'm gonna leave it there because I want you guys to actually start implementing this. Reach out, shoot me a message, support@rblmedia.co is the email address that you can use to send me questions. Just send feedback, questions, anything that you discovered. I'd love for you to start with what you already have here. The next solo episode, I'll dive into like website-specific strategies for, you know, implementing specific kinds of funnels that we use for our clients, and some tools that you can use for that as well. But as always, like you really just want to know where you're at with what you have. Because maybe you have a funnel that's already working amazing and you don't need anything else. It's just one or two steps of that that need to be optimized. So, I'd love to hear your takeaways where you're at. Anything that we can do to support you, any questions that you have that I can answer in the next episode, and I will talk to you soon. All right, keep crushing.
Pualena's guest, Dani Paige, is sharing advice for both entrepreneurs looking for a copywriter and copywriters looking to improve their skills. You'll hear tips on how to find the right copywriter for your business and how to be a successful copywriter in an ever-changing industry. Dani also discusses how important copywriting is, why she chose the niche of sales pages, and how understanding the client's voice is essential when writing.
Pualena and Dani have a riveting discussion about AI and how it is impacting the copywriting industry. You'll hear some of the benefits of using AI, the serious limitations of AI, how to use tools like Chat GPT to your advantage and what essential copy pieces still require a human touch.
This episode is an essential listen for those starting their copywriting journey, those who have worked in the industry for years and those hunting for the perfect copywriter to capture their voice and business.
About Dani Page
Dani Paige helps course creators uncover their own words to create compelling, engaging, and converting copy for sales pages. She invests skill, strategy, research, time and heart into your mission because she believes true success isn’t achieved alone. Dani has written launch copy that has generated over a million dollars in revenue for her clients, and she can do the same for you, too. In addition to providing high level copywriting services, she also mentors other copywriters through her program: Sales Page Prep School. She also helps course creators find their ideal copywriter through her service “Find Your Copywriter.” Essentially, she’s a corporate boycotter turned Online CEO with a knack for delivering top-notch customer experiences and copy that moves people to take action.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Dani Paige | Sales Page Prep School / Find Your Copywriter:
Transcript
Dani 0:00
Some of the more booked-out copywriters are more expensive. You can start with looking at those copywriters to see they have programs and kind of work backwards and see what they're producing. And then you might have copywriters under them. So, those are really good ways to kind of do your diligence on the program and where they're getting their certification from.
Pualena 0:18
All, right. Well, welcome to the Course Creators Academy Podcast. Dani, I'm so thrilled to have you.
Dani 0:26
I'm so pumped to be here. Thank you.
Pualena 0:28
Yeah. Amazing. And we were just chatting briefly before we hit record that copywriters are in high demand right now, I don't know if that's in general, but definitely in my world, people are like, you know, I can… and okay, so I create websites and courses for people. And every time we onboard a client, they're like: “No, it's alright, I got the copy covered. Like, I'll send that to you.” And then about halfway through, they're like: “Oh, my gosh, I just can't, I just need help. Yes.”
Dani 0:57
Then you realize how much copy it is? Oh, my gosh, it's crazy. How much copy, like I hear sometimes even writing for my business. Like, crap, I need to hire out a copywriter. Like there's just so much copy always.
Pualena 1:09
And that's the thing too, is I think people are too close to their own stuff and it's harder to write their own. Do you find that? That's true?
Dani 1:15
Yeah. Oh, absolutely. It's really hard to write for yourself, because, and often that comes if we're so excited about the course. So, we start talking about like, all the features and all of the stuff that's inside it. And then we're like, Okay, well, that's not what actually sells it, right? We gotta get to the benefits, we gotta get to the core of everything and take a step back and try to put ourselves in their eyes and sometimes, or their shoes. And sometimes it's harder when we're a little bit further on our journey now too, so yeah, for a lot of reasons. It's tough to write for yourself for sure.
Pualena 1:45
Absolutely. Well, we dove right in. Feel free to share a little bit about yourself about what you do. People are like, okay, cool. They're talking about copywriting? Is she a copywriter?
Dani 1:56
I am a copywriter. I gave it away. Yeah, I'm from a small town in Alberta. Like Western Canada. I grew up, kind of writing copy. But I didn't know that copywriting was a career that I could continue down. And I did. I'm so grateful for being here. So, I help course creators, you know write unboring launch copy that people actually enjoy reading. And yeah, I feel like I have the dream job. I get to work with the coolest entrepreneurs. And yeah, so grateful for being here.
Pualena 2:25
Aren’t course creators the best?
Dani 2:27
Right? Oh, so fun. And like, even for me to like, I get to see such cool courses from, like, all spectrums. So, actually, I feel like I have a pretty cool angle on seeing everything out in the world right now.
Pualena 2:40
Totally, high five for nailing an awesome niche. Amazing. So, and what you do is actually quite niche. You write sales pages, for course creators, and I'm sure that you have many, many other copywriting abilities and talents. But that's really, is that your main focus?
Dani 3:00
Yeah, that's the one I've honed in, that's actually the only thing I do offer. I'll add on like emails and stuff when people ask, but sales pages are the main thing. Like there's so much research and work that goes into it. And it's so profitable for the course grader too, in the sense of like being able to use the sales page for other areas of their business to write. So, I really have put all my focus on that one deliverable. So, yeah, that's really all I offer right now.
Pualena 3:28
Awesome. And share with me, you know, for those out there who are like, isn't it, you know, just a page that I'm gonna write some stuff on? Like, what about a sales page is so important that people should really be putting a lot of, you know, energy and focus into creating something like that?
Dani 3:45
Yeah, for sure. I mean, it's that one document, really, that decisions are made, like people come to you, and they're gonna make that buying decision, whether it's a yes or no. And we put so much time and like money and effort into getting people to that sales page, that like, we want to have the best chance that we can once they're finally there to convert them. So, that's why we really need to dig into giving them everything they need in order to make that best decision for themself. So, yeah, a lot a lot does weigh on the sales page, for sure.
Pualena 4:18
Totally. It's like a salesperson. That is always available.
Dani 4:21
It always is. Yeah. Which is nice. 24/7 Right? Yeah, that's why they are so long to, people are like, Well, why are they so long, but we need to get that info across and like, if people don't need to read that section, they'll just scroll down like it's okay if it's long. I find we just need to make sure that what they need to hear is on the page again, so they can make their decision for themselves.
Pualena 4:47
Absolutely. What are some mistakes that you see people making on sales pages? Are you, like, cringing when you read them?
Dani 4:59
Yeah, I don't know if I ever cringed. But I mean, there's definitely a structure to a sales page. When we just start with throwing all the features out, that's really not gonna pull someone in, there's a very strategic way we pull them in. And there's reasons we do it. Like, it's proven that that's the way that that's how people convert, right. So, just having a very curiosity-driven opening, pulling them in explaining why you might be the one to help them. And then offering your sales page, really setting up your sales page as that next best offer for them. So there's, I mean, there's lots of mistakes within that according to structure for sure. And really just not doing your program justice. Like, it hurts me when I read these sales pages that aren't doing justice. Because as a copywriter, like, I get access to the program and I take a look at it. And I come and I'm like, Listen, this program is fantastic. Like, we need to show this better on your sales page. Right? So, yeah, just really being that voice for your program, and really detailing out everything that's inside the modules, but most importantly, the transformation, because that's really what people need to hear that we need to be able to show them that transformation. And that like essentially, quote-unquote, better life doesn't need to be that drastic, but definitely been able to describe that transformation. So, people can really see what they're buying into.
Pualena 6:16
Absolutely. And people put so much effort into their courses and like providing that transformation, because that's what it is. And that's what people want. And what I see a lot of, and I'm curious about your thoughts on this is because, again, we're so close to our own content, we see the transformation, almost in a different way. And the way that we talk about it on our own website and our own sales pages, doesn't always resonate or connect with or hook the audience that needs to hear it. What are your thoughts on that? And sort of what tips would you have for people to tweak their copy in a way that allows them to attract their ideal client and showcase that transformation properly?
Dani 7:06
Yeah, I think a couple of things come to mind. One is research, really, just being able to like, truly understand who your client is, where they're coming from, why they want this transformation, really, like understanding them on a very deep level, and then also bringing stories into play. It's amazing what stories can do and that really can help resonate. And it might be a different story at different points in the page, right? Maybe they don't resonate with this thing. But as soon as you say it this way, or position it this way, something clicks, then they're able to resonate a little bit more. So, yeah, those two things really come up for me.
Pualena 7:42
Yeah, brilliant. You mentioned something about voice. And I find as a copywriter, you probably have to step into the shoes of your clients. And every company and every client probably, I would say definitely has a different voice, a different audience, a different energy. What are your strategies as a copywriter to understand the voice, understand the company culture enough to be able to write from the voice of that company?
Dani 8:14
Yeah, great question. And it's for sure, a worry for people like how are you ever going to be able to find my voice? When copywriters have really good processes in place, it's super simple to be able to step into that person and into their shoes. Really, at the very beginning, we do so much research to truly understand who the client is, in our onboarding, you know, jumping on a kickoff calls, a questionnaire, we get them to fill out, we also go through their program to understand their teaching style, we jump on calls with, you know, members who have gone through their program. And all of these steps help us really pull out exactly who that person is. And even just like the kickoff call itself, like I'm picking up on things that they're saying or like the way they phrase things, or it may be they're saying things a couple of times over I'm like, Okay, this is maybe a phrase they use. So, yeah, it's really all in like the prep work in the research and how I put all of that together, like how I organize all that I'm able to pull that out of my client and get that into their sales page.
Pualena 9:17
Wow, that's super thorough. You interview people who have gone through their program.
Dani 9:22
Yes. Yes. Yes, it's huge. Like it's amazing what will come up because for sure, like we all get testimonials as a course creator but some things can be said on these interview calls that are just so brilliant that the course grade or may not have gotten out of them themselves, right? So, I'm really able to really dig into their transformations, why they joined up like, hesitations may be that they had prior to joining that they may not have shared again with a course creator, right? That I'm able to get them talking about the stuff and then I put that right into the sales page. Like I hear their objections and then I make sure I answer those objections on the sales page, right, for everyone else that comes after them.
Pualena 10:06
Oh my gosh, I that is such a huge tip. A lot of times when we're talking with our course creators, and, you know, just for general promotional material, like maybe they're working on a social media caption or a page on their website and talking about language, what language are your people using? And like, what are the challenges that they, how are they describing their challenges, because you see their challenges from the other side already, you have all of these strategies, you have technical lingo about your program, that you probably are going to use without realizing that you're using it. And then without realizing that nobody knows what that means.
Dani 10:50
100%, yes. And it's amazing. Like, I record these research calls, I go back and listen to them. And I'm like, Oh, that's such a gold nugget that I'm gonna put like, right into the headline. Yeah, it's pretty cool when that happens, for sure.
Pualena 11:02
Awesome. Amazing. Oh, my gosh, I love it. So, what let's really talk about the DIY for a second. Because a lot of people, there's a lot of information out there. Googling, you know, template for my sales page, and then people just take that fill-in-the-blanks, and they're good to go. What would you say is an advantage, besides all the things that you just said? Like, I think interviewing is a huge advantage. And Chat GPT is great, but they can interview? And you know what, especially with AI? What do we, what is the advantage of having this human to be able to sort of dissect this process and give you something that is so much more meaningful?
Dani 11:48
Yeah, for sure. And like, I love Chat GPT and AI for sure. Like, I use it for my headlines too, or just to spark ideas for social posts and stuff. But at the end of the day, it is not producing unique, high converting, human-centric copy, there's just a level of empathy that we need to write with. And being able to, again, pull out that voice from our customer. And these research calls and optimizing our page that Chat GPT, they just simply can't do so. Yeah, it's super important for hiring out sales pages. I don't believe that humans need to write these as opposed to or in contrast to blogs that we can absolutely use AI now to hire out or social posts and stuff. But ya, no, there's a level of just humans that are needed to produce high-converting unique sales pages.
Pualena 12:42
Absolutely. So, you said three things. And I just wrote them down because I thought they were really key, high converting. Let's talk about that in a second. Because everybody's like, how will you write me a sales page that will convert? How will you make me a website that will convert? You know, and that's like, everybody's worried about that. Yet? That seems like a very loose term. So, I'd love to dig into that. You also said human-centric, which is exactly why AI can only get us so far. And empathy. Holy moly, that one we often forget, right?
Dani 13:18
Yeah, no, it's and that's why we're in business, like we're in business to help people. And like, I'll hop on AI to give me some ideas. But I use it as a tool, right, I'm going to take what it's given me, and then bring the humaneness into it or bring that research that I've done into it to make it, like, human-centric and empathetic. So, it's kind of been able to leverage it and use it with you, rather than you know, against you. But yeah, that's kind of how I look at the whole process. I've been able to weave in, like the human side of things into still using AI.
Pualena 13:54
Absolutely. You're the second copywriter I've spoken with who, like… I get this question a lot. Now, just as a web designer, are you afraid that AI is going to put you out of the job?
Dani 14:05
I'm personally not, no. If that was a question to me. Because for those exact reasons, like if I was a blog writer, yeah, I would be worried. I would be looking to get some sort of high-converting field like writing sales pages, right? Because, again, for all those reasons, like, AI just isn't converting or isn't producing high conversions. And it's not unique, like I'm hearing so many issues with copyright words and phrases and like things not being legitimate anymore. So, that is a big worry with AI as well. But yeah, so for the niche I'm in and what I do with sales copy, yeah, I personally am not worried about losing my job.
Pualena 14:50
Yeah, I am with you on that. And so was the other copywriter, by the way. And I have to tell you that yesterday or the day before, I tested this, and I went into GPT and I was like write me a sales page for a program. And I like describe the program a little bit. And it wrote me a top-to-bottom sales page, there was a hook, there was statistics, and I had to tell it to give me all this stuff, right? It gave me. So, I asked it for ROI, which I knew it wouldn't be able to produce because it can't. Right? It gave me bogus statistics. And then it gave me bogus testimonials. So, knowing that, not only would AI need a little bit of a human touch, but I also think that it's just straight-up, not trustworthy.
Dani 15:39
100%, no, I don't think it can be trusted in that sense. But it can give you leverage points and ideas. And that is a good place to maybe put in a testimonial. I'm not gonna use that one. But maybe I'm going to put it there, or I like how it flowed and brought this testimonial. And I'm gonna go take that and use it for myself, make it 10 times better. But it's a bit of a, like, starting point. Right?
Pualena 16:04
Totally, it's just a starting point. Yeah. And maybe down the line. I don't know, innovative, but I think what you're doing is utilizing this technology to your advantage. It's only making your service as a human writer better. So, I think that's awesome. Yeah, amazing. So, let's talk about matching with a good copywriter. Because I think no matter what service you provide, like, we connect energetically because we are service providers who are very invested in understanding our clients and providing a high quality, high-touch service. Yes, there are the like, you know, lower ticket sort of high turnover services. But I think at our caliber, it really matters to be aligned with the people that you work with. So, what advice do you have for people who are out there searching for copywriters? Maybe they have calls coming up with a few of them? How do you, how do you identify the people that you're right to work with?
Dani 17:13
Yeah, amazing. So, I do have some tips for hiring out a copywriter. First and foremost, I always say, try to get this done early in the hiring process. Like, I'm no stranger to doing things last minute, but it's not fun. But the more time you can give yourself, the better, like a couple months in advance, get that sales page done with, takes the pressure off of launching and also like, I think I mentioned this too, once you have that sales page done, you can start using it for other content. So, like other launch assets, like I pull from my sales page to help me write my emails, I pull from it for social posts, and like webinar hooks and content and the whole works. So, again, giving yourself that time to have that done in advance is totally huge. So, that's the first tip. And then if hiring, the second one here, like if hiring is newer for you, I suggest looking for someone who is vetted and ideally certified. That's my big tip here. And I say this because when that's the case, like it takes the guesswork out of the equation on that candidate. And it's something that I personally implemented with my program that I run South Beach Prep School. And like there's a test at the end, I review pages that my copywriters have written, among a few other things. And this establishes immediate trust in the people that are looking to hire them, because I've already done the heavy lifting for them, like on that candidate, right? So, look for that when you're hiring, like what programs have they been through? Was there a test or certification at the end to help give you that confidence in hiring them? So, that's a big piece of it too. And, as a big bonus here, people coming out of certification programs are often more available and better priced, as opposed to someone who might be totally booked up and much more expensive. So, it's kind of a fun angle actually, that I don't hear a ton of people talking about. So, that is like another tip too. And I use it myself when looking for a VA or a designer, like what programs are they just coming out of, so that's my next tip. And then lastly here too, like in that, like do some due diligence when you're hiring them. So, making sure that they are interviewing your clients like I mentioned, right? That's a big part of the process and that's where that good copy is coming from. So, make sure that they're doing that. It always concerns me when I hear copywriters who are not doing that. So, make sure that's part of their process. Make sure they're asking you to get access to your program like we actually want them going through your program because your program's unique like they need to know what they're writing about in order to sell it. So, just making sure those things are part of your copywriter's process too will be huge for the success of the sales page.
Pualena 20:00
Oh my gosh, huge tips. Thank you. That's amazing. What if this is a brand-new course? And nobody's been through it yet?
Dani 20:07
Yeah, it's a great question.
Pualena 20:09
Or maybe they're still creating it, and they want to pre-sell it. So, you can actually go through the whole thing?
Dani 20:17
Yeah, it's a great question. So, if it's a brand spankin' new program, I always say to beta test it first. Like I actually will tell them, I don't think you need a full-blown sales page. Like, let's just get it out to the world, see how it is. Let's get those first few transformations through, then we've got something to work with. And we have social proof, then we have case studies, right? So, yeah, I've actually turned down people, I think they're too early, like, get it out, get those, like, make sure it's validated essentially, first.
Pualena 20:45
Yeah. Then they also have money to pay you.
Dani 20:49
There you go. Right? A win-win, for sure. And then I think you mentioned about, well, if it's not created yet. If your program has been validated, and maybe you're updating it or shipping it or whatnot, I think it's perfectly fine that the program isn't created yet. As long as you have the outline, and you know, the outcomes for each module, like, as long as you have something to work with. I think that's perfectly fine. And sometimes it's actually even more beneficial. I've done it myself, too. I hadn't created it, but I wrote the sales page. And then it helped me create it because I would go back and be like, Okay, this is the specific outcome, I need to fulfill that and have that in this module. So, it can absolutely work if you don't have the program built out yet.
Pualena 21:31
Yeah, that's brilliant. I love your recommendation to find somebody that's been certified. It's actually that sort of goes against some of the guidance that I've heard in the past, not for copywriting, but just in general, like, certifications are sort of, you know, the next question is, how do you know if a certification is–
Dani 21:55
Is it legit?
Pualena 21:56
Exactly. However, if somebody's like, going, if they want it badly enough that they're seeking support through another program, rather than just like, you know, that you could be self-taught, there's nothing wrong with that. But I think there's a different caliber of person that's going out and seeking additional guidance from experts from programs that they've heard about that they've researched. And so I actually love that tip. And I love that you said this too, like, once you've graduated, you're sort of hungry to implement what you've learned, right? It's like, they want the business. What a great tip.
Dani 22:35
Yeah, and I hear you and like, I'm not one to say that they need to, they need to have graduated from university with a Bachelors of whatever, like, I don't mean that at all. It's totally different in the online world, and course creation space. It's more like, who, where have they learned their processes, right? So, you can really, you can kind of do some due diligence on that program. A lot of the time, the how I mentioned, some of the more booked-out copywriters are more expensive, you can start with looking at those copywriters to see if they have programs and kind of work backwards and see what they're producing. And they might have copywriters under them. So, those are really good ways to kind of do your diligence on the program and where they're getting their certification from.
Pualena 23:18
Awesome, those are really great tips. It reminds me a little bit, somebody once told me that when they go to Fiverr, which, like, that's almost like a bad F-word at this point. But should you be out there, you know perusing the Freelancer spaces? They always look for newer freelancers who haven't been on the platform for a really long time, because they're usually a little bit less expensive. And they're looking to like, over-deliver because they want all those good reviews to boost their profile. I still like super hit or miss. And I wouldn't necessarily like, I've just been I've seen so much garbage, like people who have not, people who were not, so I came across people who were using my portfolio as theirs, like–
Dani 24:06
Come on.
Pualena 24:07
Yeah, and it's so common in the web design space, it's crazy. So, I would say just like due diligence times 10 on places like Fiverr and Upwork. But it’s tough.
Dani 24:18
Yeah, and like, especially with copy, like, as we mentioned, there's, it's so important, like it's not something that I suggest finding the cheapest person on and like, it's kind of you get what you pay for a certain sort of scenario and your service provider too, you get it. And like, I'll be the first to admit, when I first started, I found the cheapest web designer that I could and it ended up awful. Like I couldn't even use it. It was so bad. I'm like, okay, Dani, let's take a step back. And, you know, take my own advice of what I would tell someone. I mean, of course, this was a year ago, but I did what I needed to do to invest in a good designer and I'm so proud of my sales page and or I'm sorry, of my website. And it makes such a difference for like being online. That's how you present yourself. So, yeah, it's you get what you pay for, a lot of the time online and it's not always about finding the cheapest person, it's finding the right one, who is willing to take on your work, who is legitimate and knows what they're doing. But it's also available and ready to take you on so, yeah, there's a lot of factors for sure. But yeah, it's different, tricky working online for sure, you gotta go through things and do your due diligence with people.
Pualena 25:33
Absolutely, and I think referrals are such a strong place to start. And of course, you know, if you hear a podcast and you listen to an interview with an awesome copywriter, give her a call.
Dani 25:45
There you go, hey?
Pualena 25:47
Amazing. So, are you taking new clients and if so, how can they connect with you?
Dani 25:56
Fun! Yeah, so I am taking new clients. I also know that my prices are sometimes out of people's range and that's why I've actually been a part of it too, like bringing on copywriters underneath me and certifying them with my processes. So, they're people that I trust and refer to and recommend. So, it's a yes and answer. Yes, I do still work one on one because I also still want to be up to date with everything that's going on. So, I do make a point of, you know, still having my own clients but a lot of my referrals I'm sending to the copywriters underneath me, it's part of a service called “Find Your Copywriter.” So, of course, graders can come and let us know what their project looks like. And we kind of match you up. We send your info to some of our top copywriters and like I said, everyone in there is certified and I checked out their work, they've gone through my processes, so they're people I trust. So, yeah, that is that, trying to think of the URL off the top of my head it’s salespageprepschool.com/findyourcopywriter There it is.
Pualena 26:54
salespageprepschool.com/findyourcopywriter
Dani 26:55
Exactly.
Pualena 26:56
Okay, perfect. Amazing. And a quick question. So, if somebody's out there, and they are a copywriter, and maybe they want a certification, can they reach out to you to enroll?
Dani 27:11
Hmm, absolutely. I love that question. Yes, it's called “Sales Page Prep School”. And they can absolutely go through the program. I do have milestones in place to make sure that they are, you know, actually putting the program into place and they've got experience and you know, there's, well a certification process, right? And yeah, it's super encouraging for them. It kind of gives them a great milestone, a great goal to hit as they go through the program and then I can certify them as well so yep, that's at salespageprepschool.com.
Pualena 27:45
I love that oh my gosh. And is that for both established copywriters or, and/or aspiring copywriters who may not be in this space yet?
Dani 27:55
Yeah, we have a really fun mix of new and aspiring. So, people who are trying to leave their nine to five and are like, I need to offer a high-paying service because blogs are not going to get me there. They're not going to help me leave my nine-to-five. So, we do have that group of people, as well as copywriters who have been offering sales pages but just aren't super confident and aren't able to charge those higher prices yet, who want to come in and learn a better process, a quicker process, and just get their confidence up to write. So, yeah, I kind of see both of those people coming into the program.
Pualena 28:29
Oh my gosh, like should I be a copywriter?
Dani 28:30
It is a fantastic career. I am. Yeah, I love the space of copywriting.
Pualena 28:39
Amazing. Well, I'm thrilled to be connected with you as we were chatting. I'm thinking of like 10 different people that I just want to send your way to both copywriters and clients and course creators. You have just blown my mind. You are a wealth of knowledge. Is there anything that you want to leave our audience with any tips, tricks, final thoughts?
Dani 28:58
I'm just so grateful for meeting you. I think my tip is this interaction right here. Like you never know who you're going to meet online. So, don't be afraid to put yourself out there, introduce yourself. Connections have really done so much in my business and collaborations and meeting people. So, getting this real-life example would be my tip right now is to get out there and meet people online. Yeah, you can create some pretty cool collaborations from it.
Pualena 29:28
Amazing. It's so funny because that clip, just now that you said, would have been every mother's nightmare 20 years ago. Right, like, meet people online. And I–
Dani 29:39
I don't, I don't quite mean it like that.
Pualena 29:41
I'm totally laughing like–
Dani 29:43
Oh, no, what did I say?
Pualena 29:45
I've met so many amazing people online and like, for example, I'm going to a conference in May and I'm meeting up with a client that I've known for two years now. We've become great friends, we've never met in real life. And, you know, it's like, it's such a different space than it was, you know, 20 years.
Dani 30:03
It is and like, we need it. We're working from home, like, online alone, we totally need these connections. And the same here, I have a friend whose wedding I was just invited to. And I've never met her in real life. And my family's like, you know, you're invited to this wedding, you've never met her? Like, I'm actually quite close with her. But yeah, I've never formally met her in real life. But yeah, the connections online are pretty cool that you can create.
Pualena 30:25
Yeah, well, I'm super grateful to now be connected with you. And I will drop all of your information in the show notes. So, anybody that's interested can reach out. Thank you, thank you for doing what you do, for inspiring people and just providing a service that is, it's so needed, and I really hope that people can, the who are listening, this to this can connect with you and really leverage the talent that you have. Because people's messages need to be heard, their courses need to be experienced. And this could be the one thing that brings their target audience into a space that they really need to be, so thank you so much.
Dani 31:04
Thank you. I so appreciate you. Thanks for having me.
Pualena 31:16
Absolutely.
Pualena discusses the best tips and tricks for course creators with none other than the owner and CEO of LifterLMS, Chris Badgett. Pualena asks the questions any course creator is dying to know. What is the best software to start with? How can you get a course successfully out to market? What are the essential strategies for promoting your courses and bringing in continuous business? Chris Badgett answers all with added tips, building blocks and more.
They dive into the beginnings of Chris's career and how he went from working with sled dogs to running a highly successful business. Chris discusses his balance of life with a booming tech company and how he keeps his sanity through it all. Pua picks his brain on the different types of innovative platforms, the most user-friendly platforms and the best options for experts who want endless resources. Find out what's essential for course creation, strategy vs. tools, the four types of courses and what three variables to look for when creating pricing for your courses. Finally, Chris expresses why he’s passionate about his business and how a clear concept can help you grow.
About Chris Badgett
Chris Badgett started his career in the dog sled industry and slowly made his way up to the tech business. Chris started his own company in September 2014 called LifterLMS. He is also the co-founder of Organic Life Guru as of 2013. Now he helps educate entrepreneurs on how to create, launch, and scale high-value online training platforms from the WordPress websites that they own and control.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Chris Badgett | Lifter LMS:
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Transcript:
Chris 0:00
That would be my advice. And a lot of people get the tools too early. But that's okay. I mean, if you've already bought some tools, and you're kind of messing around, that's cool, but slow down and get the strategy, right. And figure out who you're helping and how.
Pualena 0:13
Amazing, well, Chris, thank you so much for being here today. I cannot wait to geek out with you on all of this course creation, course platform juiciness. So, welcome. Thank you. Thank you for being here.
Chris 0:28
Thanks for having me, Pua. This is my favourite topic. I can go on and on about it. So, I'm excited to see where this conversation leads.
Pualena 0:35
Me too, oh, my gosh, I like I can't wait. I need you to just jump in and give us all of the juiciness. How did you get into this world?
Chris 0:47
Wow. It's a big question. It actually started in Alaska. So, I used to not be a technology person. I actually used to live up on a glacier. And I managed a helicopter-supported sled dog tour business in southeast Alaska. And I did that for about 10 years. And during that time, I learned about leadership because I had a team of like 30 people, couple 100 dogs, working logistics, pretty, complex stuff. I learned how to how, to like run a business and stuff. So, I was learning a lot about leadership. And then also, I started studying marketing. And I wanted to start writing about it and blogging about leadership. So, I bought my first domain name, it was called Outdoor Leadership Secrets. And I had, I've found a YouTube video, I installed WordPress. And I learned WordPress. And just fast forward the story. The quick version is after I left Alaska, I started a website development agency, building it building on top of WordPress. I also am very entrepreneurial, and I wanted to do some online courses. So, I started partnering with my wife, with other experts in the organic gardening and permaculture niche. So, we started doing courses then I started blogging about that, how I did it with WordPress, and then all these people wanted to like hire me to build that kind of site. And then they wanted a tool that didn't exist in WordPress, so I built it in 2014. That's the birth of Lifter LMS or learning management system plugin for WordPress. So, that is the quick course creator software entrepreneur story.
Pualena 2:30
Oh my gosh, I love it. It almost feels like, like a lot of people go from working in tech, to totally unplugging and going and doing something like living in Alaska and working with sled dogs. You went the opposite way.
Chris 2:44
I did, you know when I was, I was on the glacier. And I also my boss at the time, I helped him train for the Iditarod sled dog race. And people would come up to the, his tour business in the summer. And they would often say, Man, I wish I had done what you've done when I was younger. So, when I was younger I did that, I did I've done a ton of climbing, mountaineering, travelling around the country travelling around the world. But as I got older, I became more of a homebody, I had my, my daughters, and yeah, I kind of went the other way into tech. But I live in an organic farm, I keep bees. I am very much like into nature. So, I'm either kind of all online or completely off my house powered by solar panels. So, I'm very much connected to nature. And it's really how I stay sane in all of this.
Pualena 3:31
You might be my favourite human. It’s so awesome. I have a lot of questions. Okay, I will try to keep them of course, specific. But I would like to dig into organic farming if we have time. So, I am so, so sort of fascinated by the idea that you created LMS software, and specifically for WordPress, because that tends to be so much of a pain point for people that it has pushed them to move off of WordPress and onto, you know, course creation platforms. And that's sort of my experience personally and most of my clients. So, I would love to hear, sort of why people maybe should choose to stay on WordPress and utilize your software versus going to a course creation platform.
Chris 4:26
I think it goes both ways. So, there's a lot of different types of course creators and situations out there. And if I were to just at a high level, let's say compare Lifter LMS which is on WordPress, and then Kajabi a popular hosted platform. Kajabi is gonna give you more ease of use Lifter and WordPress is gonna give you way more features, flexibility, power, but it's harder to drive and you can get yourself into trouble. So, a lot of the people that buy our software are actually people who build old sites for clients and agencies and stuff like that, that they've been in WordPress for a long time. But there's also the DIY person, there's a certain type of person, now I see people all the time go from, oh, they hate WordPress, and they leave or they end up feeling trapped on the hosted platform. And they come to WordPress, it goes both ways. So, I think what makes WordPress a fit is for people that they kind of, kind of fall in love or get addicted with the technology a little bit. And they're okay with like troubleshooting and, you know, installing all these tools made by different companies, and in some way, in a kind of a sadistic way, they have fun with that. That's like the perfect person and for WordPress, and then also, they're also able to create a lot of content like the way a course creator needs to. So, but yeah, it goes both ways. I mean, Kajabi, think if a teachable, podia, these are all great hosted platforms. There's just that WordPress professional out there. And then the DIY person who just loves to kind of nerd out in the tech that ends up on the WordPress side.
Pualena 6:07
I love it. I think I completely agree with you. I think WordPress, those are the two platforms I build on WordPress and Kajabi, primarily so and they're, they're so incredibly different. And there's like, what really breaks my heart is, and I'm so glad I met you, is when people have a WordPress site that they've either invested quite a bit of money with a developer or designer. And they really love it, but they are moving because they are, they're moving into the core space, maybe they've been trying to integrate the two for a while and they just want it to be in one place. And you know, hosting courses on WordPress, probably if people don't know about you, is really kind of clunky and cumbersome. And there's a lot of like, integrations with multiple platforms, but they don't want to let go of that site. And it's just not the same. If you recreate it elsewhere. It really isn't. And I love that WordPress is so customizable, it's open source, there's like an infinite number of resources and plugins, and you can make it do whatever you want. And these other builders, they're very user friendly, as you said, but they're very limited, they're very simple. So, I love that you're giving people the option to stay where they're at, where they're comfortable, you know where they've invested already, rather than having to reinvest again. So, I'd love to sort of dive into what your platform and your software provides, for course creators that we can't find elsewhere.
Chris 7:37
Sure, so in the early days of Lifter LMS, this is like 2013 14, what people would do in WordPress, which kind of gave it the stigma of, oh, it's hard to do courses or membership sites, is they would get like a membership plugin, and then they get this other plugin for progress tracking, and they would get this other plugin that does some kind of video thing. And this other plugin to do gamification if they wanted things to pop up, or certificates or whatever. So, what, what we did from the beginning is like, we're going to be an all-in-one solution. So, we built our own e-commerce system, we build the LMS system, the reporting, the courses, the membership protection, the gamification, the achievement badges, certificates, it's all Lifter. And we give 80% of it away for free and our free plugin, that's our contribution. And you mentioned open source and, and that whole community, but then we monetize with some premium features and integrations. So, some premium features might be social learning, like if you want to have like a Facebook, like group on your website, some of our premium add-ons, if you want to sell your course at scale, and the organization likes to large group, like a school or government or a business where there's kind of this management layer, where people need to get their employees or students taking courses and kind of keep tabs on their analytics. That's an example. Premium add-on we have called groups. Any pricing models possible. So, our E-commerce integrations, like for taking the money through Stripe or PayPal? You know, that's, those are premium add-ons. So, there's a lot there's a lot you can do. There's like, you know, when I look at e-learning, there's, there's like 12 different main use cases, you know, the course creator and the coach is just one of those. So, like if you want to build like a course marketplace like Udemy, or you want to have a business where you're just trying to train the employees, you're not trying to sell anything or you want to lock it down from the public. There's all kinds of different ways to kind of flex the tool to, to the use case you want to do but that's kind of at a high level. What, what Lifter is and what it's all about?
Pualena 9:52
Yeah, I love that so much. It sounds like you just listed off a few features and it already kind of fills so many gaps of other both WordPress plugins and other full course platforms. It's, it's really cool to be talking to somebody who is invested in the innovation of this software. And it's not necessarily a ginormous company that needs to go through all of these hoops to get a feature launched.
Chris 10:20
Yeah, and it's, this is a nuanced, like you mentioned. And I mentioned Lifters kind of all in one. Kajabi is an example of kind of all on one like the websites included and some of the email features. But we're both there's also nuance, we're both like, not all on one, like, if you're using WordPress and Lifter, well, you gotta get website hosting, and you're probably gonna want a CRM, like Active Campaign, or ConvertKit, or MailChimp or something and integrate those together. Whereas, Kajabi or teachable or whoever has their limitations, you know, and the reality is, I think most of us work with Zapier. So, you can always get wherever you need to go. So, at the end of the day, we're not as different as it sounds, in some ways. So, what I'm saying is, there is no true all-in-one. Most people, most online entrepreneurs need a handful of tools made by different companies to run their businesses. And maybe the what categories or tools you need are slightly different. On the hosted platform versus WordPress, still a mix of tools, you'd need to run a business, which when you create information products selling all over the world and stuff like that, it's no small miracle that you can kind of use like 10 tools or so to create this online business, it's really pretty amazing what you can do. So, there's a, there's a reward for that complexity and that learning curve.
Pualena 11:45
Absolutely. And I think as business owners and entrepreneurs, problem-solving, and sort of that, like the adrenaline rush of solving like little puzzles, and that's in our DNA. So, and I love what you said also, about, like, there's, there is a platform for every need. And a lot of times people, so I do, you know, web designing, course design, and I'll jump on consultations with people who don't have courses yet. And they don't even, some of them have no digital space at all, you know, they might have some, like, I spoke with somebody who has a, like a LinkedIn bio page in their Instagram, and that's their website, and no email manager, nothing. There, they're thriving, and they're just operating off of a very lean system. And they're just looking to grow and sort of scale their business at this point. And they were like, just tell me what platform I need. I was like, you know, on my end, the, I can build on different platforms. It's a matter of what you need now and almost more importantly, what you will need in the near, the near future. But there's, you know, I can't necessarily say that every entrepreneur, every business owner, or every course creator, should be on X, Y & Z platform, right? It's sort of what do you need for your business? And what do you, what role are you going to play in this?
Chris 13:16
Yeah, and I, I would say that a lot of people focus too much on the tools, like, it's really the strategy that matters and where you're going and what your requirements are, and not even necessarily what you want, but what your target market needs. Like, there's all this strategic stuff that has to happen. And, you know, when we first launched Lifter LMS, as an example, we had a high-end WordPress agency that, you know, we kind of bootstrap the product out of, and even when we launched Lifter, we did it on LeadPages, which is like a hosted website builder, because we needed to validate the product, that there was a market for this. So, we didn't like build this crazy, elaborate thing. It's a work, it's a work in progress over time. So, yeah, I think sometimes it's a big problem in our industry, we call it failure to launch where people get all these tools, and they get all this training. And maybe they even start like making some content. But it's really easy to get in the weeds and end up days, months, years down the road without launching and my heart goes out to that. I think that's really one of the reasons why podcasts like yours are super valuable to help people get there through those, those key ideas to kind of remove those roadblocks and help people get clarity before they get too busy in the tech and the tools and the marketing and everything else.
Pualena 14:36
Absolutely. It's like the person who's like, I want to be a runner and so they buy the running shoes. They buy the running outfit, they buy the running programs. What do you need to be a runner? You just need to run.
Chris 14:51
Yeah. Or even not.
Pualena 14:54
Right, exactly. Right. Totally. Yeah, I love that and it's so, It's very easy to get lost in the information that's out there. And you can google like, what should my course platform be and great way to not actually move forward and take action?
Chris 15:14
Yeah, and that's a problem. There's a lot of magic bullets out there, whether it's courses, platforms, or marketing tools or strategy for selling courses, there are no magic bullets. So, it's really like an integrated approach. And I think what people really need is that like, minimalist guide to help them, you know, kind of get moving, get started, avoid the big pitfalls. And you can always introduce complexity later, but go as minimal as possible. That's one of the problems people have with WordPress is, especially when they fall in love with it. Next thing you know, there's like 100 plugins on the site. You can, you can launch a whole online course business with WordPress, and Lifter, and one, one Lifter LMS payment gateway, two plugins and you're done. Like I was, start there. You don't need the 100, 100 stuff.
Pualena 16:06
Yeah, for sure. So, let's say somebody's listening to this, and they're like, Okay, this is exactly the episode I needed to hear I am, I'm all in, I'm ready to start. What is your guidance for people, if they're just sort of, they're just signing up for Lifter LMS? They don't have anything quite yet. Like, what would be the minimal, minimally viable sort of path for them to get a course out to market?
Chris 16:33
That's awesome. We actually have a course in our academy on our software site, called the course plan challenge. And it's like a five-day, one-hour-a-day process to go from zero to having a plan which removes all the chaos, not all of it but. And just to go over briefly what happens on those five days. One is really about getting, getting your headspace, right. So, making the creative space in your life to be able to make the commitment, then there's about choosing your avatar getting really focused on them, not you making money online or doing what you want to do, but the avatar, then we get into how to like design a curriculum around the result that your avatar wants through a proven simple teaching framework. Even if you've never had a background in teaching or instructional design, as it's called. And then we go over how to think about making sure your students have the highest odds of success, not just from your content, but by designing a support system. So, that your course will actually work. And that's pretty much it. So, there's a lot of areas in there where people hang up, or they skip, like if you don't know who your avatar is, if you're just trying to make money online, or if you haven't made the space in your life to, like I'm broadcasting to you this is like a tiny house cabin I built in the backyard. It's like my podcast work on my business area, like I have the space. And I know not everybody can do that. But you got to at least carve out the time at the kitchen counter to make the commitment. Like that's, that's step one. But yeah, I could go on and on. That would be my advice. And a lot of people get the tools too early. But that's okay. I mean, if you've already bought some tools, and you're kind of messing around, that's cool, but slow down and get the strategy right, and figure out who you're helping and how.
Pualena 18:27
That is gold. And that's available through like, once you download the Lifter LMS plugin, you get access to those trainings.
Chris 18:37
Yeah, there's links to it inside of Lifter LMS and stuff like that. I've just been around this challenge for a long time, people try to get started and we have other resources as well. Another one is about how to get your first 10 enrollments. There's nothing more disheartening than, you know, launching and especially if you don't have any background in marketing or something like that, to get that. So, we have some resources for that. We've been in this industry for over a decade. You know, I've got a podcast of 400 episodes, about course creation called LMS Cast. So, go check it out, I interview a lot of successful course creators. So, there's start to see the patterns of what works and that kind of thing. So, check out LMS Cast as well.
Pualena 19:17
Brilliant. I love what you said also about how the intention for creating the course is really important, right? It's so common now for people to say, I just want some passive income and I heard courses are the way to do that. Like, well, sort of true, but, so, you know, understanding like what your expertise is and having that passion to share it I think is a really key component to just wanting to serve people and with the right marketing, the right messaging, the right promotion, the money, the money will come.
Chris 19:55
Yeah, absolutely.
Pualena 19:57
Do you have any sort of thoughts on the promotion process. Some people are, the people are always asking, should I do like a fixed cart, open cart close? Should I have this be a recurring thing? Should I have a membership versus like a fixed payment model? What? Let's geek out on that a little bit. What are your thoughts there?
Chris 20:19
Well, the first thing is to try to validate before, like marketing should come in the front a little bit, you know, make sure you have an offer, you can set like a course start date in the future, even if you haven't created all this stuff yet, work on your sales page for your offer and try to pre-sell it. That's, that's advice. Number one. The other thing that you can do is you can actually your first version of the course if you create it live with a group of people, it's not going to be perfect, but that way you have the feedback loop open with real human beings. So, instead of just making all these assumptions on what people need, the live group will let you know where they get stuck, where they need more clarification, or if what you're teaching doesn't land, or where it lands well. And all that feedback is super helpful. Those people then become like your early testimonials, word of mouth, referral, and so on, affiliates, even potentially, I also am a big believer in just moving the free line. Like I mentioned earlier, we give away most of our software for free. I think every course creator should have a free course as a lead magnet, or even just take some of the best lessons in the course, make it free. So, the best marketing is a good product. So, make it available, not just everything behind a paywall. I'm a big content marketing guy, ie. for 400 podcast episodes, we have over 1000 videos on our YouTube channel. But I know that sounds like a lot. And that's overwhelming for a lot of people. I do see people do well with paid, paid media ad, you know, ads through different platforms. The other one is just partnerships. So, like the first courses I did in organic gardening and permaculture. I’m the tech guy and the marketing guy, my wife has a background in conservation-based agriculture. And we were working on the project together. And we just went to Amazon and we, we did a Google search for permaculture, found the best-selling author in the world. His name is Toby Hemenway on it. And we got in touch with Toby, and he was recording a live workshop. It was like hey, can we come film it, will partner with you, did that over and over again, travelled to different countries and filmed these live workshops that many in that industry had not really come online yet. So, by partnering and not doing it all by yourself, sometimes that's a big unlock. That is a trend I see with some of the most successful course creators is there's often like more than one person doing stuff. Or it's like a partnership like that three-way partnership I was talking about with the expert, the technologists and the like subject matter expert. So, there's, so like, even if something like WordPress scares you as an example, there's a lot of course creators who like, I don't want to log in to it or anything, but I just want all the stuff I can get with that. Or maybe you're on Kajabi. And that's cool. And you hire like a professional film crew and editing. Now then there's the dilemma of well, I need to have sales first. So, everybody needs to figure out how to bootstrap, if you don't have outside resources. I still see people selling courses on Gumroad with like a little PDF downloads with like a link to some like videos or even a Google document as like a course. If your content and your method is really good. It can be super simple. So, I'm kind of rambling, but I'm just throwing some ideas on getting your early customers and how to think about partnerships as well.
Pualena 23:48
Yeah, you said some incredible things. It's funny Gumroad. That's where we launched our first product. So, I had a business partner, and we, it was probably 2014. And I remember we had this, we had a podcast, and we had all these dreams of having the podcast, you know, we would get sponsors and we'd have all these downloads, and we'd make tons of money just having a podcast. And then maybe four months into it. We're like, well, that didn't pan out quite right. Like why are we making money? Oh, yeah, there's nothing that we're selling. So, we created this PDF, and we sold it on Gumroad for like 9.99, great platform, super simple. It works great. But what I loved so much about what you said is and you almost like glossed over it as if it was like unimportant and it was so epic. Pre-selling your course. It's, it's like, you know, what, do people find the message valuable enough to buy? Do they believe in you and that you're going to deliver? What a great way to hold yourself accountable to actually completing the course because people have already bought it. That's tons of people get hung up there. They're like, I want a course. And then they start creating it. And then they create, like 30% of the content. And then life happens, and they never finish it. One of my favourite strategies, what's the word for actually, keeping up with your course creation schedule is, even if it's not going to be like content that's dripped. When the course is done. Let's say you do a six-week content calendar, bring people in at when you're done creating, like week two, or three and drip the content out weekly. So, they're sort of chasing you. And yeah, I think that was, that's just such a brilliant way for people to understand that, yes, people will buy this, and I better get my butt in gear and get it created.
Chris 25:44
I got another tip just to throw out there. There's four, like main types of courses. And sometimes this helps people get unblocked in the beginning. One is, like you mentioned, a, like a six-week program or something like that. This is, that's kind of like a learning process. Like, by the end of this six weeks, you'll be able to do X, we're gonna go on this journey. There's other course types, like around behaviour change. So, if you're going to, like help somebody, you know, go from, become a runner from being out of shape, or whatever, or quit a bad habit or something like that. Then there's the, what I call case study courses, where you learn by just studying the proven models of what works like from stories. The most dangerous type, of course, which most course creators end up making, and it causes a lot of problems is what I call a resource course. So, I'm an expert in beekeeping, I'm just going to make everything I know and kind of create a library of good beekeeping advice or ideas or how-to’s, those can get overwhelming, they can get hard to finish, they can be hard to consume. And the last type, of course, is a hybrid, where you mix and match some of those elements. So, if you're just starting out, I like to recommend, if you can, based on your subject matter, is to do a learner process course. Because that's just it's just more straightforward. If we're going to, you know, learn how to run our first marathon or weave a basket, or I don't know, find the love of our life, or whatever it is like, you have to, it forces the course creator to have a clear end result. And then milestones and steps along the way to get that result for a specific type of person.
Pualena 27:26
For sure, I'm so glad that you identified and differentiated those because I think sometimes it gets a little bit fuzzy in our heads. And for a lot of people who are–
Chris 27:35
It’s called the experts, experts curse, that's so common.
Pualena 27:40
Totally. And I, I love also that you said that, when we, when our goal is to just get our expertise out on paper, or courses, we end up sort of like word vomiting, and like laundry listing all of these things that we know. And it's nobody's fault. Like, that's just sort of the trap that we fall in. And there's no journey. Right? It's just like, here's all the things that I know about, and you'll find them useful. So, here. And I love that you put emphasis on the transformation, the outcome, the end result, not only is that what people want to buy, but it's so good for your, for your marketing message and sort of getting people to understand what it is that they're actually putting their money into. Yeah, brilliant. Oh, my gosh, I love it. So, if we're creating a course, regardless of sort of what the, the course structure, we decide, as we put that together, we're also thinking about price point, payment options, do we want to have this as a sort of product that people are going to buy and own? Is this going to be more of a membership model? What are your thoughts on how people can differentiate between those two? And a lot of, I have a lot of clients who come to me, they're like, I want a membership. And then they give me a course outline. And I'm like, okay, once people are opted into the membership, and they get access to this content, what's keeping them there? You know, how are they going to continue to get value if you want to continue to collect money from them? So, what are your thoughts on that? And sort of what guidance would you, would you give people for that decision?
Chris 29:30
I have a lot of thoughts. So, on our website, actually just lf lms.com There's a course and membership pricing calculator that you can find around the blog and the podcast.
Pualena 29:38
You've thought of everything.
Chris 29:40
Basically, I've been in this industry for a while. I'll go ahead and tell you listening right now how to, where the price comes from, is three variables. The first is the perceived value of the result that you're promising. So, if I'm going to help you find your soulmate, pretty high value. If I'm going to help you to become like a six-figure, small business owner or something pretty high value. If I'm going to help you declutter your home, pretty valuable, but not, depending on it also depends on the person. So, but different transformations have different perceived value, then there's the target market's willingness to pay. So, if you're a new parent, if it's for new parents, their budget may be a little strapped, if it's for successful entrepreneurs looking to go from six to seven figures, or whatever it is, they may have more budget. Different target markets literally have different financial resources on average. So, you have to be real about that. Even if, you know you're targeting young parents or something like that, you just, even though it might be really valuable, like they did, most of them just can't pay for that. And then the third one is the level of support you provide. So, I was in a coaching program, that I paid like five figures for, pretty expensive, but the main person was like they're involved helping with the business. But if you look at like masterclass, you can learn comedy from Steve Martin or, or learn how to DJ from a famous DJ, but these people are not going to help you mix your song or tell your jokes. So, one of the ways we can differentiate is the level of access to you, the creator personally, or and if you're bigger, like your team or your support system. So, those are the three axes. And then when it comes to like whether I want to create a course, or a membership site, or coaching program, or whatever you want to call this learning opportunity. Recurring revenue sounds great. But to do that, you have to do recurring value. So, my advice is usually for a new person to start with like a small course, a mini course, there's these different types of creators. So, just to put the main models out there, some people make this like, epic course. And they relaunch it every year, or twice a year or whatever. And it just, it just keeps getting better and better every year. That's like kind of like the epic course those are cool. But I recommend kind of building into that, if that's what you want to do. Other entrepreneurs kind of have, like, the they get bored, the serial entrepreneur that they're better off creating a membership site, and then with lots of little courses in it. So, there's, you're nodding your head, maybe you're kind of like that person, I don't know. But then the other thing is like, you can create a membership site and then bring in like I was talking about guest instructors, or that you do partnerships with and you pay them for their time, or you get on the content with them, however, you want to do it. So, those are kind of the different models. But to create recurring revenue, you really have to either be launching new programs, or continuously updating the thing that you have, or providing ongoing support and coaching. So, that's, that's the way I like to think about it. And my, my pro tip for you out there is, the easiest way to add recurring revenue, if you're just doing a one-off course, is to just add something like a office hours, where once a month, once a week, once every two weeks, you jump on a zoom. It's one too many, it's group, and you timebox it to a certain amount of time. And that's the easiest way to add recurring value. And it'll also tell you a lot about your market, because they're going to be asking you questions about where you're stuck. So, the next time you redo your course or do another one, you know exactly what problems you need to fix.
Pualena 33:32
Yeah, it's brilliant. It's, you want recurring revenue, provide recurring value? It's as easy as that, right? Well, easy. Yeah, I love that. I think that it's, we often get very wrapped up in what's possible and what other people are doing. Oh, Amy Porterfield is doing this. I should do that, too. James Wedmore, does it like this, right? And it's that, there's also like, I always caution people to compare themselves or to model after these huge, huge names in the industry, because I think they can get away with things that we can't, at this point, right? Like, their name is behind it. They've got years and years and years and big teams behind what they do. And I love your advice. Start small and build from there, instead of shooting for this big epic thing that we may get too overwhelmed with and then never finish it. Or what if, we if we go the other way? I love when people have like a series of small, as you said, sort of small offers and then you can bundle them and sell them as a package. So yeah, you are full of great advice. I’m going to ask you like 100 more questions. And I should also remember to ask how people can opt into your podcast, get involved with what you're doing and you shared a lot of incredible resources. And I'm curious if you have any paid courses or memberships, or anything that, that people can opt into as well.
Chris 35:09
I'm mostly a software guy with Lifter LMS. But we do have an Academy with some resources, many courses around different topics. So go to lifterlms.com and our podcast LMS Cast, it's just crossing 400 episodes, as of this recording, we're actually redoing the site, site right now. So, hopefully, it looks good when you, when you hear this, and it goes out. But yeah, there's some resources there. And that's an interview show. So, I interview experts, you know, I provide software for building courses, and membership sites and E-commerce components on WordPress. But I was constantly hit with all these questions about marketing or about instructional design, or these inner game issues and impostor syndrome and all these things. So, my solution to that, I believe that you should put your customer at the centre of your business, not the product. And when we do that, I'm like, alright, I'm helping them with this tool, the software, but they need help with all this other stuff, too. So, that's when the podcast was born. So, if you like listening to podcasts, there's also a YouTube version or whatever, check out LMS Cast.
Pualena 36:17
Amazing that is, so, I love so much that you are, you created this software. And you are also the person who is getting resources out there talking to clients, talking to other experts and bringing really this like holistic approach to course creation, rather than just pushing to sell your software, right, it's so much more than that, it's so much bigger than just a software sale, it is providing a service and a community for people to understand exactly how to get their product to market. And I think it's, you know, anybody that has the desire to create an online course, and that actually does it, they have to have that inner passion for what they're teaching. It's, you won't succeed without that. And to be able to connect with somebody like you who truly just has their back, you know, yes, you're providing this great platform for people to actually provide the, the content and great resources on how to price your course, which is like pricing is the most mind-bending thing for entrepreneurs, no matter what you sell. Delivery, strategies, and even you know, putting a course outline together that makes sense that retains their client that provides a transformation. I love that you provide as much of these other resources as possible to complement the product that you sell. So, thank you for doing that.
Chris 37:50
Yeah, my life mission is my company mission, which is to lift up others through education. And that's what's so, the big opportunity for course creators and entrepreneurs too, is education and entrepreneurship is really how we send out positive ripples into the world and change the lives of others in positive ways. So, that's what keeps me going. And I know it keeps a lot of course creators going as well as other entrepreneurs.
Pualena 38:14
Yeah. Incredible. Thank you so much for all that you do, for creating this space. How can I support you? How can our audience connect with you? Aside from, from visiting the website? Is there any other call to action that you want to share today?
Chris 38:31
I would just say you can find me on Twitter, I believe the person that's closest to the customer wins. So, we optimize for conversations over conversions. And you know what, everything works out fine on them on the other end of all that, so? If any? If you ever want to connect, you can find me on Twitter @chrisbadgett. That's where I'm the most active. But yeah, that's it.
Pualena 38:52
Brilliant. Well, thank you so so much. This was absolutely incredible. I hope people got tons of value from this. And yeah, let's stay in touch. I can't wait to hear how LifterLMS evolves. And I'm excited to explore the platform myself.
Chris 39:04
Thanks, Pua.
Introducing RBL Media! That’s right, Pua is totally rebranding her digital design company and is sharing the reasons behind this transformation. You’ll hear a bit about her struggles and challenges in rebranding her business, as well as valuable lessons you can take away if you ever decide to rebrand. This podcast is not changing—Course Creators Academy will remain your place to learn the ins and outs of course creation and to get inspired by your fellow entrepreneurs.
Pua reflects on the lessons and challenges she’s experienced during the rebranding process. You’ll also hear the process she went through to choose the new name, why your website is so crucial to the client experience, and how building a strong brand will save you time finding your ideal audience. Plus, you’ll hear how and why it’s important to know your strengths and weakness in business and how to select team members that complement one another. You can find out your type in The Four Tendencies Quiz linked below.
Resources
The Four Tendencies Quiz
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Contact Pua Pakele | RBL Media:
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Transcript:
Pualena 0:00
When you're coming up with a business name, whether you're rebranding or coming up with something for the first time, there are a lot of, a lot of things come into play. Hello, and welcome back to the Course Creators Academy Podcast. I'm Pua, your host and CEO of Rebel Media. Wait, what? Oh, yes, I have very quietly been flipping switches over the last month or so. And I have completely rebranded my business. So, you will no longer hear me say that I am the owner and founder of Pualena Digital Design, I am sunsetting that as a company name. And I'll get into all of that, all of the transition, it's been a really big learning experience for me, I have, I've really enjoyed this type of evolution. And it's also just, it's been really heavy, and it's been heavy in a good way. It's just a lot. Like, if anybody's ever rebranded a business, you don't know, you don't know how many logins you've created with one email address until you realize that you have to change them all. But what's been really fun, and I think, you know, I don't, I don't think we go into business, wanting and expecting to change everything, every few years. I don't, I don't necessarily think that's great for your brand. You know, if you think about most businesses that you know of, they've gone through some sort of rebranding process, whether a lot of like, the most common one that we'll usually see with bigger organizations and corporations is a shift in their logo, maybe. And sometimes the shifts are subtle, and sometimes they are like, Whoa, that is not even the same colors, let alone the same, like it's a completely different icon. But most times, we don't see brand name changes that often. Because I mean, branding is my thing, my tagline is your brand is your legacy. And having a strong brand also means creating historical value with it. So, to change a brand is like, I mean, we talk about SEO, like search engine optimization in a website. And a lot of my clients are really concerned with that. And with uh, with, you know, being a web designer, a lot of people are either moving platforms, or they are, you know, they are in the process of rebranding or creating/getting a new domain name. And when you change a platform, or your domain name or anything like that, there's a component to SEO that, that is correlated with historical value. And that actually gets reset. And so you kind of lose all of that, all of that credit, for lack of a better word with your old domain or your old platform, because you're starting over. So, I always tell people who might come to me and say, Oh, I'm thinking about moving platforms at some point. I'm like, well, if you know where you want to end up, consider moving there now. So, that you can start collecting and racking up that historical value. So, anyway, that's sort of how your brand works as well, you're kind of racking up credit and making sure that you have a great user experience that your reputation is really strong. So, I feel like this is something that is exciting, and something that we should have an open mind about. And also just be conscious and aware that every time we do something like this, we are resetting that historical value. So, I'm about to put myself out there in spaces that I am Rebel Media, and that's my business and that's my company, and that is the agency that I'm building. And people are gonna say, Oh, I've never heard of you before. Or I'm going to have people looking for Pualena design. And they're going to be landing on something that's very unfamiliar. Oh, my friend referred me to you, I don't like, what's going on, I don't see your website. So, in terms of rebranding, it's more than just changing the logo on a bunch of different things and like changing your email address, it's also messaging and helping everybody in your network and then like five networks of separation to understand what's going on, so that they're not super confused when somebody refers them to Pualena Digital Design, and it doesn't exist. So, that messaging and that experience is something that I anticipated, but I didn't really understand the gravity of the work that was ahead of me when I took this on. So, anyway, just sharing that very vulnerably because if you do come and visit the site, there might be some things that still say PDD or Pualena Digital Designer, you might have my old logo somewhere and if you see that, could you please let me know because I have been working really hard to make sure that I have transitioned everything over. And I am human. And there may be things that are not perfect. The other thing is social media, like you, you invest all this time and energy and maybe even money in growing your social channels only to switch them over. And that's also, you know, a little bit of like, social credit that people are like, wait, hold on, what is this, I don't recognize this. So, having a strategy in place, which is not what this episode is about at all, and we can talk about that in a future episode for sure. I do recommend having a really clear game plan and a really great strategy and dates on when you're going to do certain things and send out messaging. And I will say, and you're gonna find out very quickly why I didn't follow my own game plan, it would have been much easier if I did. So, let's get into why Rebel Media. Everyone's like, oh, what a great name. I really love that. How do you how do you come up with that? Well, okay, so when, when I considered rebranding the business, it that sort of came from a series of conversations that I had about starting to build a team and bring on more designers, bring on more contractors that I, in my mind, it felt like I was really expanding the support that would be available to our clients, when they came to work with us. It was no longer my business, it was our business. And from a scaling perspective, I would go through these really gnarly cycles of, you know, bringing out a bunch of clients, yay, great. That's a great, you know, cash injection, and the business is really healthy right now. And then I would have these like, intense periods of work, because it was just me. And I had support administratively. But I was the only designer, I was the only one actually doing the client work and it was really exhausting. And if you ask any established successful business owner, what I had, was not a business. I was, I mean, I was, I was working for myself, but I was completely burnt out. And I say this, because I brought on another designer. And I had people say, oh, well, you know, I signed up to, for Pualena Digital Design. Okay, there's another reason I can't even say that word. It's such a tongue-twister. And I wanted to work with you. And I was like, oh, man, what have I done? So, that was a really clear sign to me that if I wanted a business where I wasn't the person that people were paying for, and I wanted to bring on people who are better than I am, who design, their design style is way more elevated. If I wanted that to be a reality, I probably would want to shift a little bit, if not my whole business aim at, at least shift the messaging quite a lot. And it just, it just felt like time. So, I was thinking about these new names and what we could do. And when you're coming up with a business name, whether you're rebranding or coming up with something for the first time, there are a lot of, a lot of things come into play. First, you kind of want to like the name. And so even thinking of a name that you like, a name that resonates, that kind of rolls off the tongue better than Pualena Digital Design. And so, like if anybody's ever brainstormed a name for anything that can be, that can be tricky. And I'm just not, you know, that doesn't, that's not something that I naturally do really well is like creatively think of cool names. Then, when you do find a name that you like, you have to research it and make sure that somebody else hasn't thought of it first. So, Rebel Media was not the first business name that I thought of. I probably had like seven or eight others and they were all taken and variations of them were taken. And I would go for like three degrees of variation from the original to the point where I didn't even like it anymore. And so finally, so Rebel Media, I believe exists somewhere. I, don't worry guys, I am approved by the DCCA. We are all good. I have a DBA and I am getting trademarked. So, do not worry. But you know, I'm not the first person to think of Rebel Media. And so, I did have to get creative. So RBL Media is what my brand name is. Now, why Rebel?
Pualena: 9:42
This takes us back to 2016 maybe? I had another business. I had a business partner. And we loved to just sort of geek out on productivity, energy, time, how we could you know, create, work with like, our personality styles and our skills in order to create a schedule and a workflow that worked really well for us. And what is your peak time? And how do you, when are you most productive and you know, all that stuff. One of the things that we loved was a quiz made popular by Gretchen Rubin, and this quiz is called the Four Tendencies. Here's what they are. Upholder, obliger, questioner and rebel. So, an upholder at the very, you know, basic level meets outer expectations and meets inner expectations, which means, if I tell, if I'm an upholder, and I tell you, I'm going to do something, I'm going to do it, I accountability works really well for me. But I also am going to do something if I tell myself, I'm going to do it. So, these people, if they like, put something on their calendar, it is set in stone, they are going to make it happen. An obliger meets outer expectations. So, if they tell somebody, they're going to do something, they will do it. But they resist inner expectations. So, it's like, oh, if I don't tell anybody then I don't actually have to do it, right? It's like, oh, diet starts tomorrow. But I'm just not going to say anything, so that I don't have an excuse to not actually follow through. That's an obliger. A questioner resists outer expectations, and meets inner expectations. So, you know, they just want all the information. And if they don't understand it deeply enough for them to make a, an informed decision, they're not going to do it. They really, they want all of the data. Rebels resist outer and inner expectations. Don't try to tell me what to do and even if I tell myself, I'm gonna do it, I may or may not do it. Totally non-committal. That's not like a super, I like, I'm not proud of that, obviously, you know, it's where I fall. But it's important that we know, you know, our own personality type, and the personality types of the people that we spend time with, that we work with. And so, Kimmy, my business partner, and I, we took this quiz multiple times. And I was a, like, clear rebel every time. And it just, at first, I was like, oh, gosh, like, why would anybody even want to work with me? And yet, I found that this was where my creativity lies. And if I could find something that lit me up, I was all in. And I think that's why I'm able to do what I do. Because taking somebody's vision and vibe and brand, and suite of services and passion to, to serve, and bringing that out creatively into a digital space. Like that's what a web designer is. They don't copy, cop, copy your text and paste it into their website and put some pictures and call it good. Like we're creating an entire experience, let alone it's digital. But it's like creating a video game, that doesn't exist in the real world but it doesn't mean that it doesn't exist. It doesn't mean that it's not so important. I was talking to someone the other day, and we were talking about how a website at this point, you know, 20 years ago, websites were very informational. And if you look at old websites, there's a whole lot of text. At this point, if you have a website like that, I'm telling you right now nobody's reading it. No one is reading huge blocks of text anymore. The only time that they do is if they're going to buy like right before they purchase, maybe right after so that, you know if they're getting like buyer's remorse, and they want to make sure that they bought something worthwhile. I just don't think that that's coming back, either. So, if you do have a website like that, give me a call. I'll be able to help you. So, I, I feel like, where was I going with that? Oh, so we were I was talking to someone and we were talking about how websites are like, it's like a digital business card. It's like a social media feed. And if like, your job is to capture somebody's attention right away, so that they scroll down a little bit. And like, it's like, that's the game over and over, like keep them on your page. You are retaining their, their attention enough that they keep scrolling, because they're seeing things that they resonate with that they're interested in. Your website is your funnel, your website is filtering people in or out. So, it really like there's a lot of pressure on a web designer and if you are a web designer and you don't feel like there's not much pressure on you. You may want to re-evaluate if this is the right career for you because there is a ton of pressure on you. And it's not something to be taken lightly. So, anyway, I digress, we are moving back into this four tendencies. So, I was like, at first, I was a little bit ashamed that I was a rebel. So, I was like, nobody can count on me for anything. I can't count on myself. And I realized that if it's not a hard yes, like if it is not a 110%, yes, I'm in. Absolutely. It's a no, a maybe, is a no. That's a no. Right? And as long as I understand that, it's every, everything can flow. And as long as other people understand that, everything can flow. So, I realized that many entrepreneurs are probably rebels, we don't live in the world where we have a nine to five, we don't live in a world where we have a consistent recurring paycheck from somebody else. We don't live in a world that tells us what we can and can't do, which is why we do our own thing, right? So, I actually thought, wow, if I named the business Rebel Media, and we offer websites, graphic design, logo and branding, copywriting. This is a space where business owners, entrepreneurs, and people who have sort of self-diagnosed themselves as rebels, who already swim against the grain or swim against the grain, swim against the current, upstream against the grain, whatever, you know what I mean. They're gonna come and they're gonna say, oh, my gosh, this is where I belong. And anybody who does not resonate with that, oh, I don't know, rebels kind of make me nervous. Cool. I know, 10 other web designers that I would love to refer you to. Right? And that's exactly what I want for you. I want that for you. I want people to, to be able to go to your website, or your social media, or whatever it is that you have out there. And people will make a hard yes, or a hard no decision, right away. And the hard no’s are so valuable, because they'll waste your time. If it's a maybe, but probably no, that person is going to waste your time. And I think there are some people out there, this really depends, you know, on your services, maybe you have a product that people can buy, you don't have to talk to them, you know, so this might be like a service provider kind of thing. I think it applies to products as well. If you can connect with somebody at such a deep level, just by having great copy on your website, just by having great images, great videos, and a great experience where people know the energy behind your business, you will be able to attract the right people to your business. So, that is the long answer. I really, if this sounds fun to you, the quiz is really short. I think it's like 10 or 12 questions. And it's, in all honesty, I do believe that this is a quiz that Gretchen Rubin has to build her email list. So, you can kind of see from the question, which tendency you'll fall into, as you answer. So, you know, have fun with it. It's, it's supposed to be light, it's not supposed to be anything like, it won't determine your future or anything. And you can always retake it, if you don't get the answer you want, I guess. But it's it is, it is eye-opening. And it is it's kind of interesting to understand which way you sort of lean towards. And it'll, it'll actually really, really help you in terms of setting things up in a way for you to be the most efficient, productive and happy, right? I think that if you're a questioner, allowing yourself to create a system for yourself, that fosters data collection, right? And fosters understanding why getting answers for the questions that you might have about decisions that you need to make. If that's important to you, make sure that you build that in. Maybe it's a form that your clients fill out, so that you can gather information before you talk to them, saying, you know, if you are a, let's see obliger you know that you can't necessarily hold yourself accountable as well as if you tell other people, so make it a habit, have somebody that you always say, okay, this week, I'm going to get this done, could you please check in with me on Friday to make sure I did it or Thursday because that's gonna be like, give myself one more day to get it done. Know yourself, I think and know the people around you. So, if you have a team, have your team take this quiz, so that you say okay, you are a questioner. So, I need to get you all of the information about why you're doing this, so that you understand what it is that you're doing. Some people don't care why, they’re just like, tell me what to do and I'll do it. If you know somebody is an upholder, you know that if you see it on their calendar, they're gonna get it done. And if someone is a rebel, you send them to me. Just kidding. I should make like a support group. I feel like, I feel like I still have a little bit of like, residual shame around, not shame. No, I don’t know, I have not. It's not shame. It's fear of judgment. Because it's like, well, you won't listen to other people, you won't do it, you won't listen to yourself, who will you listen to? Right? Anyway, I digress. So, that is why Rebel Media was born. I really just, I want a safe and reliable place for people to come. And know that it's okay to be able to do what you want, when you want. Create a business that gives you the freedom to do that. And understand that this is where you can be free to be yourself. And there are no rules. There are strategies, there are formulas that we can follow or not follow depending on who you are and what you want to do. And you're going to get incredible service. So, the other reason why I switched is we are moving into an agency model, where we are vetting our contractors and bringing a phenomenal team of support to just lift you up and elevate your brand. And again, create a space that just attracts and filters the right people. So, more to come on that as we move through this transition. I just wanted to give you guys a little sneak peek into what I've been creating, and what's to come super, super soon. So, the podcasts may seem a little bit more raw until I get a new intro/outro recorded. But the podcast name is going to remain the same. So, Course Creators, definitely continue to listen in, we're going to keep having incredible guests who will inspire you, who were in the course creation space or in the service provider space, who are serving course creators and creative entrepreneurs. So, thank you for being here. Thank you for continuing to uplift your communities with the services and the work and the products that you offer. And if there's anything that we can be of service to you for, please don't hesitate to reach out and let me know. Our brand new social media channels, are Rebel Media, RBL Media, you should be able to find us if you search, there's, the, the new logo, which go check it out. I really love it. My brand colors are actually exactly the same, but you would never know because my old branding and my old logo was, it just tried to do all the things. I have like 100 colors in it. So, you'll see it's a teal, yellow and pink logo within like a really stylized R is the icon and RBL media you'll be able to see that as well. So, if you go to pualena.com you'll still find it. It's forwarding now finally, that took a while. And yeah, I love for you to stay connected. Reach out if there's anything I can do to support you. And I will talk to you soon.
Pualena dives deep into the topics of running a business, starting a side hustle, and exploring mindfulness with Cheryl Cooper, certified life coach, speaker, and trainer. Cheryl shares her journey from repeated successes in the corporate world into the realm of entrepreneurship to coaching other entrepreneurs to find their own successes.
For anyone considering starting a business, you’ll hear tips on how to know when it’s the right time to start a business, the key elements to focus on as you get started, and the importance of branding and using a brand guide. Cheryl also illustrates how quickly industries can change and how it’s possible to weather the storm and adapt.
About Cheryl Cooper
For the last 15 years, Cheryl has been running a side hustle business of some sort, dreaming of the moment in time when she could find the right mix of skills to share with the world, paired with her passion for empowering others - so that she could claim her personal freedom. Well…Kajabi + 27 years of corporate IT consulting, her Maxwell Leadership speaker, trainer & coach certification, along with her Certified Workplace Mindfulness Facilitator credentials have brought her to a place of nirvana. It is allowing Cheryl to Live the Dream & help others create theirs too.
Resources discussed in this episode:
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Contact Pua Pakele | RBL Media:
Contact Cherly Cooper | The Cheryl Cooper:
Transcript:
Cheryl 0:00
So there's so many things in the only category, in the IT world that was complicated and so many lessons were learned from that. That drove me into needing, needing not just wanting, needing to understand mindfulness so that I could heal myself.
Pualena 0:28
Today's guest is someone who is so special to me. She is a fellow Kajabi designer. She has helped and supported our clients. She's just a wonderful woman and an incredible person. And I'm so excited to share her with you today. Today we're talking to Cheryl Cooper, a total boss lady in the IT and business coaching world, with over 25 years of professional experience under her belt. Not only has she worked with big names and global corporations and management consulting firms, but she's also a certified life coach, speaker, trainer and coach with the Maxwell Leadership team. Cheryl is also a certified workplace mindfulness facilitator, with the mindful leader organization. Cheryl weaves mindfulness into the work that she does with all of her clients and I'm so excited for her to share a little bit more about what she has been working on and is launching very, very soon. So without further ado, please meet The Cheryl Cooper. Yay. Welcome. Yay.
Cheryl 1:41
Thank you.
Pualena 1:42
I'm so excited.
Cheryl 1:43
We did it.
Pualena 1:44
We did it. This was a, this, this moment, manifested itself and then gave us some like extra little, little tasks to do before we could get here.
Cheryl 2:01
Before we could get it done. Get it done.
Pualena 2:04
Are you sure? Are you sure? We're like, yeah, let's do this. No, thank you so much for being here. I'm so excited for this conversation. And I just, I just love you. And I think that you coming into my world, and my life was not an accident. And this is one of so many collaborations that are to come. So, thank you for being here.
Cheryl 2:27
You're welcome. I'm so excited about it. And I just look forward to seeing what unfolds as we have this conversation. Because, you know, when the two of us get together, there's always something pretty cool that happens. So, let's just see what happens.
Pualena 2:43
Let's do it. Okay, so for those who don't know, the amazing Cheryl Cooper, I would love for you to just share a little bit about your story, how you got to doing the many things that you do today. And we can dive into that really incredible coaching that you provide to people.
Cheryl 3:07
Thank you. So my story is and I'm going to stick to it. So, my story, this is my story. I'm sticking to it. I worked in corporate America 25-30, maybe 40 years, maybe even more actually, because I started working as a 15-year-old. My mother told me back then that you needed to be a businesswoman. And in order to do it, you needed to learn how to type. So I had to learn on a typewriter how to type and it was part of our curriculum in high school. Fast forward many years, I ended up working for Deloitte and Touche when amazingly gain tremendous amount of knowledge about how to become a consultant. I didn't go to work for Deloitte and Touche as IT were, I mean, as an auditor, I went to work for them as a management consultant. And that really fast-forwarded in my career and my ability to learn all kinds of things that will be applicable to what we do today. I have managed to stay in the consulting field for the last 20 years, 25 years as an IT consultant and management consultant working for some of the most amazing companies in the world. IBM, Deloitte and Touche, Coca-Cola, Wipro are just to name a few. And Stryker was one of my favorite clients. So, I'd go to those organizations and work for the big names and then go out and work for other big names through a consulting opportunity through Deloitte or whoever, then all of a sudden 2020 hit. Now let me back up for a second. I had been laid off multiple times from organizations throughout the years. And I would always be like, okay, God, if you really want me to be an entrepreneur, let me know. If you really want me to be an entrepreneur, let me know. I would say at every time, each time that I got laid off, I would always get promoted to another role in a different organization that would give me the lifestyle that I enjoyed living. So, it was hard for me to go all in, in becoming an entrepreneur. What I did instead was a side hustle entrepreneurship, where I began doing business coaching, life coaching, leadership, development coaching. And then fast forward to 2020. I was furloughed from my job with Wipro. And as most people were, at that time, I was working on my business. And I decided at that point, I was like, going forward, I'm probably gonna figure out how to get out of corporate America. I was in a coaching session with a group of ladies, I did a leadership coaching group called Live Oh, shoot, I forgot the name of it, Ladies Leading and Loving it, L Three Academy. That's what it was called. And some of the women were like Cheryl, you know that you're supposed to be doing entrepreneurship, I'm not sure why you keep going back in. So, I made the decision that I would really work hard to create my business and move to, move my website, from a WordPress website to Kajabi. And when I did that, it brought all of my world and my work, work experience together. I could do internet marketing, I could coach people, I could get everything in one place. And it was just like that aha moment. I was like, oh, okay, this is it. And that's when I became The Cheryl Cooper, the Kajabi lifestyle architect. And I was doing that side hustle until 12 of 2012 11, 21. My angel numbers tend to be ones and twos. And I didn't even realize that until the other day when I was looking back and I was like, oh, cool. And that's when I left corporate America and became a full-time entrepreneur.
Pualena 7:22
Yes. Oh, my God, I'm celebrating as much as I can while staying seated. Oh, my gosh, okay. I want to dive into all the things. And the first place that I want to start is why did you keep going back in? And what would you tell somebody whose story is just like yours, where corporate is not their joy? It's not lighting them up. They know they want to get out. They know they want to be an entrepreneur, they probably even know exactly what they would do if they were an entrepreneur. But it's too comfortable. That paycheck is too good. And they, they're not. They, they feel like they're not ready. What would you tell that person?
Cheryl 8:04
So, you asked me multiple questions a little bit, right? So, you asked me, why did I keep going back in? And then you answered it. It's the paycheck. It's the security of the paycheck. Coming out here and be an entrepreneur. I keep saying this over and over again. Entrepreneurship is not for us. I have to be politically correct. And hopefully, it will not offend people. Right? But it's not for cissy’s, and I'll say it's CISSY that's my nickname. It's really complicated. It's complex, and you need to have, can I curse? Yeah. You need to have your shit together, when you come out. You really need to be well, very clear about what you want to do. And that's not easy to do in your first year or your second year, your third year, even as you come out of your side hustle. You can you can think that it's going to be those things, unless you get an extraordinary opportunity where you just launch into something full fledge. You know, like I heard many people on the side hustle podcast that came out. Danielle Alessi would be a great example. Right? She came out and she came out strong but she had to build her business. And she got lucky, she got funding and all that kind of stuff. So when you come out, it's scary. And I wasn't ready to take that leap without already having all of my debt paid off, other than my house and having a nice chunk of savings in place, so I used my side hustle money to fund me for however long.
Pualena 9:43
That is so, so smart. And anybody listening to this, heed that advice. I think a lot of people are out there saying, you know, burn the boats, you'll figure it out, like the power of broke. And the power of broke is really just that that power is, at least in my personal experience, it really just like lowers your vibration and makes things, adds a layer of challenge that doesn't have to be there. If you can be a little bit strategic plan ahead, right? And there's value to both. If you're like, oh, God, I left my job already. And I have a lot of debt because I started my business in another plan, it's fine. Like, there are ways to move through that as well. So now, if we can shift to the person that's like, how do I know when I'm ready, I have my savings. I feel like I could jump at any moment. But I'm scared.
Cheryl 10:41
I would say, put together a plan. Right? Do a strategic planning session with a business coach, or somebody in the organization, score, you know, score through the Small Business Association, get a mentor and walk through that and come up with a plan of action for what you're going to do. Make sure to do research about your business idea. Make sure it's a solid idea, that the industry is still going to be active in the next six months, because we don't we can't even go in 2023, we can't go like five year-ten year. Chat GPT just changed our whole world in months, right? So, we can't, we can't do that, that thing where you can say, let's look and see if it's going to be active five years now, can it be active for the next six months, eight months, 10 months, 12 months, and then add on to that as, as you go. And then test the market. Test the market. I am in fine and identify your target audience. Put together all your branding and everything before you come out of corporate America. Put together your plan of action. That's what I would say just to summarize it, and we can break that plan of action down if you want.
Pualena 12:03
Yeah. Brilliant. I love that you said, get your branding together before you leave corporate America–
Cheryl 12:10
Well, you know why, right?
Pualena 12:11
–because it costs a lot of money to get that stuff designed. And I definitely recommend hiring somebody to help you with that. Get a whole brand guide, put together by a professional. Trust us.
Cheryl 12:26
Yes. It's getting ready to say. And while you're at it, get professional photos done, y'all. Because when you come out or even if you're still in corporate America, and you want people like Pua and I to build your website, we want you to have a certain set of things available to make the process easy. It will be easier on you as well as on your, your designer, because we want to just, you know, we want to bring that content to you as quickly as possible, without having to go back and forth and back and forth. So that's just me saying, you know kind of.
Pualena 13:04
Let's talk about very important. right? Because I think sometimes I talk to a lot of people and they're like, oh, I have my business name and I like orange and blue, or orange and yellow or yellow you whatever, pick two colors pink and purple. I, what. What's missing from that, aside from an actual logo, is when you get a brand guide created by a professional, they tell you how to use your branding. Why is that important? Because it's a, it's a roadmap for us as the designers and the builders to create something that's very, very consistent. Let's talk about why consistency and branding is so important. Right? What are your thoughts on that?
Cheryl 13:52
I'm a huge advocate for it. Especially because this is like your calling card to the world. Right? Your branding is your calling card everywhere you go. We're not on screen, but if you notice, I always have one black, because black is a part of my branding. It's my branding on social media I have on black, black and white, pink, pink and gold. Something of that nature. But I went through a brand expert. I worked with Nick Nelson from Brandpreneur here in Atlanta, and he taught us those types of things. So, everywhere you go, your brand stands out. When you're out networking, people are going to look at you and look for work some kind of brand identity, whether it's in your cards, your social media or the clothes that you wear. So, branding is a huge part of what drives success and in building a big brand.
Pualena 14:52
Huge. And when we think about the buyer psychology, there's. Like, if you visit a website or walk into a store or get somebody's business card, the more consistent and like strong and reiterated that brand is, the more you feel like you can trust that company, that person that brand, because it's a little bit predictable, right? If the brand is consistent, the service might be consistent. It's not something that we like, consciously correlate. But when you are looking at a brand that's a little off, or like a website, that's like, there is really no consistent brand–
Cheryl 15:30
All over the place.
Pualena 15:32
Yeah, like that chaotic feeling that you get it, it affects the conversion, right?
Cheryl 15:41
It does, you know, and you just said something huge to me, when you just said that chaotic energy feeling that you get, it's all about energy, right? So, when we put out certain energy, we get back certain energy. If you put out that you are a chaotic person in the way that you're presenting yourself through your brand, you're going to attract chaotic clients. If you put out that your high-end brand that looks like Chanel, you might get people that look and work with you that act like people that want to purchase Chanel products, right? All of those things make a difference when you're creating your brand identity. And I'm not a brand expert, you all, I'm just talking from experience and going through many iterations of developing my personal website. And finally, when I figured out what that style wanted, what I wanted that style to be, it all came together. And it's, it's cool, right? You just, you start to feel it, and you start to live it. And you know, I'm all about a lifestyle type thing.
Pualena 16:48
Yes. I'm so glad that you said that. And I'd love to dive into that. So you have a, we connect on so many levels. And I, every time I talk to you, I'm like, yeah, this is why we're friends. This is why we this is why we collaborate. Because it is a whole it's a, it's a very holistic picture, energy mindset. Connected, like people are always saying like, okay, well, I've followed all the things. And I've, I've done everything that expert X, Y and Z told me to do, why are the people not coming? Or why am I connecting with people who aren't my ideal target audience? And I think what needs to be highlighted more, and I think this is, people are starting to teach this in a more mainstream fashion. But let's talk about energy because it truly, truly matters. And as we get into this sort of video-focused world, I just saw somebody say, posts on Instagram are dead. The only thing that matters is video. Energy can be felt deeply in the video space. So, let's, let's talk about how energy plays a role in the work that you do with your clients and with web design and all of that.
Cheryl 18:04
So, when we talk about energy my, my thing would probably be more around spirituality and energy. Everything is energy. We are energy, energetic beings. We're, what is, what is it Wayne Dyer says, we're human beings have an energy Oh, shoot, I forgot the whole quote. But it's a, it's along the lines that we're human beings, hasn't it? Oh, gosh, I can't think of it. But when you talk about energy, it is all around us. It is created for us to use, to inspire, educate, empower people. It is the way that we live. It's the way that we breathe. It's what we attract to us based on our energetic vibration. I'm not an expert in that area. I just live it out of lessons learned in life. Right? I started down, I’m a, a spiritual seeker, so, I started down one path. And I believe that God is the way but you got to define what God is right? So, God for me is XYZ and God for somebody else could be another thing. And I think that when we all figure out and understand that there's this great big universe and it's filled with God and universe and spirit, and we can combine all that together to create a happy existence in life, then life gets a lot better. And it's really a lot about your mindset. And when we talk about raising your vibration, you raise your mindset to go with it. And it makes life feel better. You can live life simply, you can get to a place of peace and serenity. And you're not faced with a constant set of resistance that's coming towards you. And for everything that you're doing. You know, right now we're in this space where it's all about busy. How you doing? I'm busy. How you feeling? I'm stressed.
Pualena 20:19
Like a badge of honor.
Cheryl 20:22
Life is chaotic, right? And I'm like, no, you guys, that's, that's not the way we're supposed to live. But we don't know that because that's the way that society is teaching us and bringing us up and connecting us to these things all the time. I'm raising my phone, who all that constant connection to Digital Influence, is creating a chaotic space for us that is moving just as fast as those eyes and O's are, whatever the things that are behind the technology that are creating it, right? So, we have to control our energy. And we have to sit through situations where you take in mindfulness, you know, I'm a huge believer in mindfulness. Mindfulness is the way to live and whatever you define as mindfulness is up to you. For me and what I teach is through meditation, through outdoor activities, getting in nature, through sitting in quiet time, you don't have to be in meditative, meditative state, you can just sit still and know. And when you do that, you also create all kinds of opportunities for your brain to reset and you can get re-centred, and creativity will flow. I could just go on and on.
Pualena 21:44
Oh my god, go on and on, please. I could listen to your voice, a. it’s just so calming and it's such a good contrast between my like. I can't agree more with what you're saying and it's so, so interesting. Because when we are in those moments of like busyness and feeling overwhelmed and not, not feeling like there's enough time, not enough time, not enough money, not enough energy, not enough, not enough, not enough. What we tend to do is sit in front of our computer, let our wheels spin, instead of taking a step back, getting outside, sitting, you said something that I was just like, hell yes. Just sit and know.
Cheryl 22:30
Be still and know.
Pualena 22:33
That, you know, we all know, we are all-knowing, we have all the answers within us. And I find that when I'm stuck on something, and I'm that person, I'm like, the longer I sit at this desk, the more work I'm getting done right? And that couldn't be further from the truth. Because as soon as you get outside, if I go for a walk, even if I take a shower, all the ideas start coming in, right?
Cheryl 22:57
The shower is one of the best places to get great ideas. You name the two for me shower and outdoor activities. Right outdoors, oh my God, I take that mindfulness walk every day. Almost, when it was cold as here I wasn't taking walks, it was just too cold. But, and you've never know that from Colorado originally. And I'm not, too cold outside. But cold in Georgia is different than cold in Colorado. But just taking the time go and look up, go look up, don't look down, look up, see the trees, see the birds, and all that amazing nature that is just a gift to us. Just a gift, breathe the air. If you're in a good spot, well, you have to breathe anyway. But like, I'll take deep breaths here because I live in a space that's far enough away from traffic that it doesn't harm my lungs, or whatever. And it's just so many little things that we can do through mindfulness. And I say when you do that you get to absorb energy that will help you mind your business. And that's the newest thing that I'm coming out with which I'd love to talk to you about that later. But my, my new landing page is about minding your business, whether it's in corporate America, or as an entrepreneur, or as an individual, we all need to mind our business, so, that we can take care of ourselves because nobody else is going to take care of us.
Pualena 24:30
I love love, love that and as we continue on this path of innovation in tech, I think this practice is going to become imperative for entrepreneurs to thrive, or right? I think.
Cheryl 24:46
I think so.
Pualena 24:47
We don't have a choice, we must write this.
Cheryl 24:50
Yeah, because this, this, we could stay in front of our computers for day and night. And then, then your health goes down. You see, I'm over here shaking up my drink right now, because I forget to drink. Right? Even if I have the big jug of water in front of me, I still needed some electrolytes. I was like, let me go get some electrolytes and let me take care of myself. Because we'll sit here, it's so beautiful to, to come across. Like right now is a beautiful stage in our evolution. I'm not gonna get too deep on that, but this Chat GPT in the way that AI is incorporating into our lives. It is absolutely life changing. Web 3.0 is here. And I'm not an expert, but I'm gonna say, I'm gonna say it like I'm an expert Web 3.0 is here, and you better be ready for it, you better equip yourself to use it, or find somebody else to work with that can help you to use it. If not, it could get a little, it can get a little bit crazy for you. I don't want to say you'll be left behind and all of that kind of stuff. Because I don't want to use scare tactics. But take advantage of this opportunity. This is an amazing time in history. And the tools that we’re being given. We’re being given those to us to enhance our existence. When used appropriately.
Pualena 26:25
Nailed it.
Cheryl 26:28
That's how I'm feeling about it, I should do it.
Pualena 26:30
Let's I mean, if you're up for it, let's dive into this. Because I think this is very top of mind for people. And I hear a lot of Oh, Chat GPT is, is it's creepy. We're becoming machines resist it. And then there's the other camp where they're like, this is the future. Like, let's become machines. And what I love about what you said is allowing this to, to exist, we can't, fighting, it does nothing, it's going to exist. And it's going to evolve, it's going to get more and more powerful, and the abilities will become better and better and better. And how can we learn what's coming, learn how to use the tools and allow them to, as you said, enhance our human experience rather than replace it?
Cheryl 27:18
I have all kinds of answers for that. But the first thing that comes to mind is get your butt on YouTube and Tik Tok.
Pualena 27:28
Tell us why, for all of us who are like no, I won't do it.
Cheryl 27:32
Because Tik Tok has some of the most genius people out there teaching it for free. They're not trying to pull you in with dollars and cents, right? They are just out there. There's some, some young professionals that are out there saying hey, this is what you can do. I learned so many terms from them, and then I haven't been on Tik Tok since. It's been two weeks ago or whatever. And I was like, dude, I'm jumping in. I immediately signed up. That's been I don't know how many weeks ago because time is flying by right. But they, there are some of the most educated individuals out there on Tik Tok, teaching about it and they're kind human beings. Right? They're kind, they're wanting to give away, they want to ensure that people do not get left behind. They want you to understand that prompt engineers are important and kind of give you some insights about what that means. They want to teach you how to write templates so that you can use them in Chat GPT to create repetitive information. I'll share the guides with you, right? You, they, they teach you some of the language to use and the things that you can do with it, like, teach, ask a question and Chat GPT and say and put it in a funny voice or in a stern voice or something like that and it will respond. So, the people on TikTok, I found were really generous and well-educated. They transfer their knowledge over into YouTube and actually show you how to do it, right? TikTok is quick 30-minute, 30-second snippets or whatever, unless they're live. That's my understanding of TikTok. That's all, I don't use it that often. Whereas, I am a big believer in YouTube. So, I go out and search you to quite a bit. And there are many people teaching great things. In fact, I'm going to be one of them because I think it's important for women to jump into this thing, right? Because often in the IT world, we sit back, we step back, and we let the gentleman, the boy, the guys, whatever you want to call them, come up front. And because I am the baby boomer generation, who is, I am my main source of income. And I want to teach other people that are in that same situation, how to use Chat GPT and other online tools to create success, so that they don't end up in poverty, right, because women, especially over the age of 50, or 60, that retirement age, are ending up in poverty. And it's just something that I don't want to have.
Pualena 30:24
Yeah, I love that. They're, these tools are being used, as you said, there are people teaching these tools, they're kind, they want–
Cheryl 30:32
They’re kind.
Pualena 30:33
–They want good things, they want, they want you to succeed. And that. I don't know, I don't know how true this is. But I like to believe that it's true that most people want good things. Most people are kind, most people are not using this technology for evil. Maybe, I know it's like a corporation thing, a government thing. Like it's a whole other can of worms–
Cheryl 30:57
Yeah, it’s a whole other thing.
Pualena 30:59
Totally. And as individuals, as entrepreneurs, as people who are creating this new normal, where we get to have control over our time, our energy, our mindfulness, how we serve, who we serve, and tap into the limitless abundance that's available to us, connecting this network of good people and knowing that what we're doing, the little like, we're like the little fish in this big world together, if we continue on this path, to support each other to utilize tools for good, to create environments and new realities and new normals that are going against those societal, the cycle programming that we grew up with. That's where we can affect change. And I think you're, you are creating spaces for this, through your mindfulness coaching, through your business coaching, through everything that you do, even like. So, we have been working on some projects together, and I've seen you firsthand, coaching somebody on, like, they want a website, right? And that's like, that's it. I'm hiring you for a website. What they don't know is they're also getting this beautiful coaching experience, because a great website reflects the human behind the business. And you can't get to that without a little bit more of a deep dive beyond what's your brand. What's your colors, what's your content? What's your service? Right?
Cheryl 32:47
Right, tight, that's so sweet of you, thank you, we do some good work we get to, we get to work with some really incredible human beings and, and even the ones that were could have been, like, devastating to us, we found the beauty in it. Right? There's so much beauty out there in the world to be shared and locked into. And fortunately, people that get to work with you get to see that shine. Right? Because you're such a loving human being and the kindness that you have, and compassion for people and, and the industry is, is pretty awesome.
Pualena 33:17
Thank you, I feel the exact–
Cheryl 32:19
Don’t cry.
Pualena 33:22
Cheryl! Oh my gosh, well, I cannot wait for everything that you have coming. I think that again, like, likewise, you are a phenomenal woman a phenomenal force in this beautiful space that people, people need what you have to offer. So, can you share with us a little bit about what's coming, and how people can stay connected with you to make sure that when that launches, they can be first in line?
Cheryl 33:56
Sure can. So I have multiple things that are coming out in the next three to four weeks. I would, I would even say I would love to say the next three to four days, which I'm hopeful in that, but I'll put it like long term three to four weeks, probably sooner. First off, I'm going to launch a productivity tool, set of documents that you can use just like check checklist and workbooks. And there's some self-care books in there as well. And that's called Prod Tools and you'll be able to find them on my website at thecherylcooper.com as well as, Minding Your Business, which will be all about educating people in corporate America and entrepreneurs and individuals on how to practice mindfulness in everyday life. From the corporate perspective, it's going to be about teaching IT teams and ERG employee resource groups, about how to incorporate mindfulness to increase productivity, and engagement, and keep people, improve the culture overall. And for individuals, I have workshops and coaching sessions and retreats, and then I am going to launch a group coaching program called Getting it Done with Kajabi. And that is called, I'm not gonna give you the URLs because they're a little confusing. But that is the other thing that will come out. And that, that one's probably the one that's going to be in about a week or two, two-three weeks.
Pualena 35:31
Awesome. So by the time this comes out, I think those will both be launched. So, head over to thecherylcooper.com. Grab a seat. Connect with Cheryl. I mean, this is. So, as you were talking, I did come up with another question that feel free. Like if this goes into another few minutes, like let's do it. You said something that I, I was like, wow, that's a big undertaking. You're utilizing these or you're creating resources to change the way corporations and the corporate world views and teaches and encourages mindfulness. And overall, an overall culture shift. To do that in corporate is a big job.
Cheryl 36:22
And so needed, right?
Pualena 36:23
So needed. So needed.
Cheryl 36:25
With me coming out of it. And being in the industry that I was in, as an IT consultant, traveling the world as a female, as a black female, right? So, there's so many things in the only category in the IT world that was complicated. And so many lessons were learned from that, that drove me into needing, needing not just wanting, needing to understand mindfulness, so that I could heal myself. And right now, in 2023, we are coming out of an experience of trauma that nobody is really, very few people are seeming to recognize, right? I learned this term yesterday. Positive productivity, positive. I'm gonna tell you in a second, but what is toxic positivity? I had never even heard that term before. Have you ever heard of that?
Pualena 37:29
No. Toxic positivity. I'm so curious. Tell me about it.
Cheryl 37:37
I'm fine. I'm good. Everything's okay. I'm doing just fine. It's gonna be okay. Right? That's toxic positivity. Because really you're not. I'm sitting over here swirling in misery. I'm, I'm suffering from trauma from being left out of in the corporate workplace, being left out because I'm afraid to go outside and face life. Because, because you might get COVID. You know, all of those things are traumatizing us as human beings. And nobody's really talking about it. So, we have to find a way to be mindful about how to have those conversations around that, as well as in the corporate workspace. Let me get back to that part. Many, many people are in the corporate workplace are facing microaggressions, discrimination, sexism, harasses them, harassment. And women over 50, which is kind of my target audience are facing menopausal symptoms, where it's an extremely stressful being in front of a roomful of men because I'm in the IT world. I'm the only woman standing up there doing a presentation and bust into a friggin hot flat. It's the worst. So, understanding how to apply mindfulness in that situation is a huge thing. And then bringing together mindfulness as teams just taking walks together, if you take a step away from your meetings, where we're on these deadline-driven experiences, and go outside together and take a long walk, take a 15-minute walk, have a conversation about something besides work, something that's mindful. How beautiful the trees are, the transition from winter to spring, to summer to fall. All of those things make a huge difference. And it begins to shift the culture into a space of a more kind experience. Right? And then if you bring in Compassionate Leadership and teach mindful leadership, that even trickles down into the workplace more.
Pualena 40:04
Oh, my gosh, I would, I would go back to corporate if I could work with a company that was working with you.
Cheryl 40:12
Thank you. Though, the one other thing that's really cool, this is an idea that my girlfriend and I came up with the other day where she, she shared, she works for a masterclass. And they have a mindful room. Right? They have a room where you can go in there and just be and I was like, I want to go decorate those spaces.
Pualena 40:36
Yeah. They should bring you in as a mindfulness consultant.
Cheryl 40:41
I’m thinking, well, we're working towards designing that business for ourselves. Right? That's the other part of being a lifestyle architect.
Pualena 40:48
Absolutely. You made me think of something that if anybody is in corporate, we have like a largely entrepreneurial audience. So, you never know if somebody's like listening to this, and they're still in corporate. Some actually, it doesn't matter what you're in. This is a cool exercise, I shouldn't preface it with that. I did a sort of a team-building exercise with a group that I was collaborating with. And this, it sort of checked all the boxes that you were talking about. And I just want to share it as, a as a tool. So, basically, they, they paired us up. And it was a three day, it wasn't a conference, but it was almost workshop-ish. So, every, every day, every morning, we got a different partner. And the task was to go outside. And each person had to talk for five minutes. And the other person couldn't interrupt, they couldn't ask questions. And so in, there were prompts, right? So there were like two or three questions that you were supposed to answer as you were speaking, and you had to walk. So, it got you out of the event space, you were exploring the place around where we were, which was like a downtown area along the water. And this served two really interesting purposes. Because we're either on sort of the introverted side, where we're like, I don't even want to talk for 10 seconds, let alone five minutes. No, thank you. And it brings you out of that sort of comfort zone into a space of getting comfortable talking about yourself, answering questions, sharing your thoughts, your opinions, your mindsets. And then on the other side of the spectrum, the people who are like I could talk for days, I could talk about myself all day long. They get parameters put on them. And they're, you know, yeah. Anyway, so it was it was just very, very interesting. And as the person who couldn't ask questions, that was also an interesting exercise, because I was so curious about, you know, I wanted to ask a question, to have them elaborate, and then they would move on to something else. And it really, it helps you to be a good listener. And it helped you to understand to what extent they want to talk about it, and when they're ready to move on, tells you a lot about that person. And you can ask the questions after, but when you listen, when you give somebody the opportunity to say what they're going to say and then close it. It's, it's very telling. The third thing that I will say, is as the person who was talking, when I reflected on that exercise later that night, I was surprised at what I said and what I didn't say. Right? Like what–
Cheryl 42:33
Case these were strangers to you?
Pualena 43:37
Well, they were strangers and when given this like space, right, like a lot of times they feel like we talk because we are trying to get all of our thoughts out before the next person talks. And it was a really, really beautiful invitation to just speak from a place of calmness and a place of like, true listening without the fear of either having your, your thoughts interrupted, or you just, could just, it was your space to create with words. And it was just a really interesting exercise on many levels.
Cheryl 44:14
I love that. We also do one for listening with that one, we didn't go outside. Right. I think I'll take people outside. That's awesome. Awesome.
Pualena 44:27
Oh my gosh, amazing. I cannot get enough of you.
Cheryl 44:33
I would sit here and talk to you forever.
Pualena 44:34
I know. I, I'm so grateful. Yeah. Any closing thoughts, anything you want to share?
Cheryl 44:42
It was a privilege and an honor to be here with you today. And I hope that the people that are listening to this can take away something. If they have any questions they can reach out to me. At thecherylcooper.com or shoot me an info I mean, an email info@thecherylcooper.com
Pualena 45:09
Beautiful. I'm sorry, I didn't mean to cut you off.
Cheryl 45:13
No, I was just saying I'm so grateful.
Pualena 45:15
Oh, I am too. Thank you so much. We are going to link to all of that in the show notes. And we'll do this again. For sure.
Cheryl 45:22
I look forward to it.
Wondering how you can weave philanthropy into your business and give back to your community? Randy Molland is making it easy and rewarding for entrepreneurs to Go Big and Give Big in their business and daily life. Randy shares with Pua the best strategies for creating a system of giving that will win you more clients, make your heart feel great, and make a difference in the world!
The little wins can have a big impact. When your company makes regular donations, volunteers time and expertise, or donates services, you can make a difference in your community. And when you serve others, you serve yourself as well.
Randy shares how to set new goals for giving, how to incorporate them into your service model, and how you can adopt these principles in your personal life as well. When customers see how much you care, it will give you a natural edge over your competition, making it a winning scenario for all!
About Randy Molland
Randy Molland is a visionary and big opportunity guy. He loves being optimistic and creative in all his endeavors. He is the co-host of the Go Big to Give Big podcast and co-founder of The Reinvestors. In addition to entrepreneurship and philanthropy, Randy is a journeyman electrician and an avid outdoor enthusiast based in Victoria, BC.
Resources:
Go Big to Give Big - Podcast
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Randy Molland: website | podcast | linkedin
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Transcript:
Randy 0:00
He put a picture of them, he put their names, he put what they do. And he said, because you worked on this house and provided a service to this house, this is the family that you're going to help. He said as soon as he did that his trades guys loved being on site. They stopped fighting, they showed up better, they're more respectful.
Pualena 0:27
Welcome back to the Course Creators Academy podcast or depending on when you're listening to this, it could already be the Rebel Media podcast. So, thank you for being here. As always, I absolutely cannot wait to share this next guest with you. So Randy, and I met through a design consultation. And my design consultations are like free 20 to 30 Minute Calls to just sort of get to know each other, share about each other's businesses, and see if we'd be a good fit to work together. So normally on these calls, I do learn a lot about someone else's business, a lot about you know, their goals and their visions. And it can be a really powerful connection space. And I have to say this was one of the most impactful consultations that I've ever had. And in those 20 minutes, Randy turned my world upside down in the best way possible and really helped me to create a beautiful part of my business and it has become one of my favorite aspects of, of our business and our services. And so I'll share a little bit about Randy and we'll dive right into the episode and you'll learn more about how he made such a huge impact on me, and what his vision and his mission is, in terms of creating this type of impact in, in a huge scale, you know, worldwide with entrepreneurs all over the world and organizations. So, here is his bio. Randy is a co-founder of a real estate investment and educational company called the RE Investors where they help investors get connected to incredible investment opportunities. He also co-leads a mastermind for investors where they all work together to create bigger opportunities and support for each other to achieve more. Although real estate is where he, his entrepreneurial journey started. His true passion lies in the bigger mission of wanting to inspire people with their go big to give big movement, where they encourage others to go bigger with their dreams and goals so that you can give bigger with your profits. Randy is leading the charge of the mission by hosting a podcast called Go Big to Give Big, where he is making others aware of how easy it is to start giving back from the beginning of building a company and inspiring six-figure earners to become seven-figure givers. Please sit back and enjoy this interview with Randy. And as always, we love to hear what you get out of this. And at the end, Randy will share his contact information if you have any questions for him or you want to share how this episode has impacted you. Alright, let's get going. So here we go.
Randy 3:17
Let's go.
Pualena 3:18
Let's do it. Randy, welcome.
Randy 3:21
Thank you, I'm excited too, to hang out and chat.
Pualena 3:24
Me too. I'm so thrilled to connect with you. Our meeting was very impactful. And I don't know if you know this, but after like we just we met on like a consultation, right or you know, a project call. And you had a profound impact on me in that 30 minutes or however long we chatted. And I actually made huge changes to my business thanks to what you shared with me on that call. So I'm just gonna throw that out there. We can get there when we get there. But I just, I want to thank you.
Randy 4:01
Well, thank you. I, I'm so inspired by what I do. And so when I hear stories of inspiring people in a quick 30-minute call, it's like my life's purpose. So thank you for sharing that gift with me because that is amazing.
Pualena 4:12
Yay. Absolutely. So yeah, I would love to, I mean you do a lot. So, I'm going to put a little bit of pressure on you to introduce yourself and share what you do. And as much or as little detail as you want and we can we can dig into the juicy stuff after.
Randy 4:25
Cool. I'll give you the Cliff Notes on my life and what got me to where I am. So, started out as an electrician by trade and was very fortunate to get started young age in high school. At 22 I was a ticketed journeyman, absolutely crushing it, running a multimillion-dollar job site wiring custom homes, life was great. I was mentored by some guy that always told me I had so much more potential than just being a crappy electrician. And so every day, he just keeps telling me that. And unfortunately, three years later, when I was 25, he passed away on a job site accident. And I had to kind of make a decision in my life like, man, do I want to be 42 years old, making, you know, 35-40 bucks an hour as an electrician? Or do I want to go see what I can do in this world? I'm very driven. I'm very ambitious, I have great leadership skills. Let's go see what I can do. So, I Googled how to make as much money as I can and never work again, and found real estate investing. And so I was like, this is it. This is where I'm going to channel my energy. And I'm going to do it because my friend always told me I have way more potential than just being an electrician. So I went all in on real estate investing. And I co-created a company called the Re Investors with my business partner, Steve Arneson, and started a monthly meetup and just scaled that, had a lot of fun with it. We went from, you know, two or three people in the back of a Starbucks, to scaling up to being over 100 plus people on a monthly basis on our monthly meetup. And so we had a lot of fun in there. Along the way, we closed some real estate deals, I use my contracting background, we kept putting sweets in houses and getting other people to fund them. So we would do the work, they would fund the deal, and we'd split the profits 50/50. And a part of the way I just got unsatisfied, it was like, what is all this for, more money, for more ability to just work harder and put 40 hours a week into just a different business, like, this isn't what I wanted. And at the time, I heard a podcast by the guy of Cole Hatter. And I was like, Cool, let's, let's kind of hear what he has to say on this one. And he talked about how he wanted to make his money matter. And he's like, you know what, I think the world needs to understand that businesses can actually do better in this world. And if you believe that you can make a million dollars a year for yourself, you could build your business to do 2 million, and you can still walk away with your million, but you can donate a million dollars away. And that is the definition of going and buying happiness, is when you have the ability to financially support a cause or a mission or somebody else, you can actually go buy your happiness through that. I heard that podcast I was like, this is it. That's the change I need to make my business and my life. So, I went to Cole's live event that he hosted, signed up for his mastermind, spent six years in his mastermind, learning how to make my money matter and scale my businesses. We came back from our first event, we started charging $10 per person for coming into our monthly meetup. It was free before, we charged $10 and we donated that $10, and so as we scaled our meetup from let's say, 20 or 30 people, and it was free, and then we charge $10. It was $300. That's cool. But then we said how do we donate $1,000 a month, that means that we have to go put 100 people in a room. So then we actually forced ourselves to go put 100 people in this room and instead of listening to us speak about real estate investing, we would say hey, come donate $10 to kids for Victoria. And while you're here, come learn real estate investing. And it changed the whole dynamic of the meetup group, it changed the room, it changed our selling. We're like, this is so cool. I actually enjoy what I'm doing. I want to sell tickets because there's impact on the back end. And the more people I put in the room, the more people we can help. And I'm like, well, how do we do this in everything we do? So then we said, why don't we just do this on a real estate portfolio. Let's donate $10 a door for every door that we buy. And as we scale our real estate portfolio, our impact will scale. So we took a five Plex that we had at the time, started donating five to $10 a month for our five Plex a 50 bucks a month, 600 bucks for the year. And we're like this is cool. And then bought another duplex and another duplex and another five Plex and, and it's compounded. And next thing you know we're starting to donate a consistent monthly donation to these charities like that is very cool. And that was the turning point for my life where I said I'm going all in on this mission, we're going to create this really cool movement called Go Big to Give Big because the bigger we go, the more we can give an everything I touch going forward will be for purpose is what we call it, and I will inspire everybody else to do the same. We then created a mastermind on real estate investing. Sold that and again, part of what we do from every member is we donate to charity for every membership we sign up. And then now I'm actually currently partnering with Cole Hatter, full circle to co-create the biggest movement around entrepreneurs that want to add philanthropy into the business and just do business differently. That's my as quick as I could cliff notes of what I've done and where I'm going.
Pualena 9:09
That was, that was actually brilliant. You did a great job. And that is a beautiful, beautiful story. What I love so much about that is instead of you know, oh, we donate a percentage of our, our revenue to a nonprofit as almost an afterthought, which a lot of people and there's no problem with that I love any form of giving. But you meet at the forefront of selling the tickets. Come buy a ticket. Your ticket goes towards this and you can learn little bit of a real estate, right? It's like, who doesn't want to attend an event like that? Right? It's really beautiful.
Randy 9:49
It was very cool. And it changed a lot of the dynamic. When we start at the front of the room, our opening line was, hey, because you chose to be here today, we've now put three kids through sports, give yourselves a round of applause for helping make an impact in three people's lives just by showing up today. And everyone just in this group, everyone's like, high fiving each other and hugging each other like yeah like we did this as a team as a group. And then, And then we'd go and do our normal presentation that we're doing that was hard to sell to people to just come in in the first place. So, it just changed the culture and dynamic of what we were creating, by just simply adding a given component to our structure.
Pualena 10:24
For sure, and you probably attract people who are like-minded in terms of wanting to give back, right? Because, you know, there's all kinds of people in the world and not everybody shares that value.
Randy 10:36
Yeah, 100%, 100%. And that's how we've our mastermind, now, we've got 65 members in it, and every single member is with us that has the same kind of mentality. You know, we don't preach a lot of the grind 80 hours a week, make a ton of money, fancy cars, fancy lives. We, we praise and promote, hey, look how much work I did in a short amount of period of time, look at where I'm travelling, look at the impact that we're making. Look at us hanging out with our families and spending time and really enjoying life. And we just attract the right people that are similar in nature of like, cool, how do we make more impact in this world, typically, those kinds of people are people I just want to hang out with. And that's what we attracted into our groups and our circles. Cole called it the “Thrive Filter” for his mastermind. When you go to thrive, and you sign up for his mastermind, you basically filter out 90% of the people that aren't a good fit, we did the same thing for our mastermind. And it's just kind of a filter that we found. And then I get on calls with people like you that are like, Oh my God, tell me more. And it's just instant attraction to people. It is crazy how fast I've built relationships with people that have given as an ethos of their life. Like that's just who they are by nature. And, and a lot of my best friends have come from online virtual meetings, where I've shared my story or connected with someone, and we connect about giving. And then we just build incredible relationships after and do business together and do incredible stuff, but just grounded from the fact that we're just givers by nature.
Pualena 11:59
Absolutely. And like that, that was part of the impact you had on me was, I want to give and I had no structure for it. And it wasn't because I was like, nope, I'm gonna keep all my money because nobody else deserves it but me. It was, how do I implement this and it wasn't, it wasn't top of mind, to be honest. You know, we're all thinking about, you know, building our business and attracting our clients. And then sort of the things that are at the forefront. And what you really shared with me that just totally flipped a switch for me was and you, you said it again, just now, when we weave giving into our business structure, I would imagine it attracts people in a different energy and just more alignment in general. And you probably will build and scale and grow your business, maybe even faster, right? Because you have that sort of energetic alignment, instead of just like, I'm going to say yes to all these clients because I need the money. And that's why I'm going to put this out into the world. And I'm going to promote this, this service and that service instead of saying, hey, are you excited to like for me, right? Build a new website and give back to a charity that means so much to you. Here's part of what you get when you work with us. And it's it feels so different. And just so much more whole.
Randy 13:24
Yeah, 100%. And, and a lot of it comes down to your business and moral ethics. If you're somebody that's just doing it because you want more clients in the door, and it's going to boost your return on investment. You are not the kind of person that we attract, it's easy to see through people's BS and find that filter. Well we promote, is what I personally give, I give myself that's me as Randy Molland, I give on my own on my own terms mountings as a business, I want people to know what they're investing in and how we're supporting because I believe the more we speak about it, the more people we attract in that are the right people, I work with the clients that I want to work with. And I inspire other people. Imagine if I shared this gift that I have to it sorry, if I didn't share this gift I have with you, you wouldn't have incorporated it into your business. As a business. I talk about it. And I'm okay with that. Because I'm making massive impact and scaling and I want the people to work with me and invest in me and do the stuff with me that want the same thing. And I just want to briefly touch on that limiting belief or that limits into giving that so many people have that I worked on with you was like there's some really incredible givers out there by nature that wants to give and they think they have to go make money in their business to put money in their personal account to then go make some sort of impact. The two biggest barriers that we've found to entry are one, people don't know where to donate. Because the, the challenge of, hey, I heard the Red Cross, every dollar I donate 30 cents only actually goes to the person in need. Okay, well, I'm gonna find a local charity, well, there's, you know, 50 charities, how do I know the right one? How do I check their overhead? How do I know this kind of stuff, that is the biggest barrier to entry. The second one is people actually just don't know how to facilitate it, they think, Oh, if I'm going to take a percentage of my profit, I have to actually calculate how much profit I have, which a lot of businesses don't if I take a percentage of revenue, that means I'm actually taking a big chunk, and I don't know if I’m actually gonna be able to make that payment. And so a lot of what we try and do is to simplify the giving components. I don't care if you give $1 or $100, or $100,000, I care about like going to the gym and building that giving muscle over and over and over again. So the easiest way for me is like TOMS shoes was one for one, you buy one pair of shoes, they give them away, they build the profit, or they build that structure into their profit margins so that they make profit, and they know what their shoes cost to go out, including that extra shoe. How do you do that same thing in your business, when you're like, hey, here's my product, I know, I'm going to add $10 Extra on to every product so that I can make sure I do a donation? And that is part of just building a business, you sell and do a service, the price is the price. So then you incorporate that into it. And you just try and make it as simple as possible. The end of the month, you look, hey I sold 15 packages this month, and I'm doing $10 a package, there's 150 bucks, you write the check, and you commit to it. So many people also think they have to write $100,000 check to make it impactful. I started with 20 people at $10 a person and I started with five doors and $10 a door. I didn't start by writing checks for hundreds of 1000s of dollars to people, I just started. And that is one of the things those are, again, the two barriers. And the biggest thing I'm preaching right now is that you just need to start, if you go to the gym, and you say, Oh, I wish I could do more push-ups. But to start I only got one done. So it's kind of just a waste to just do one pushup. It’s like, yeah, you start with one and then you can do two and three and five and 10. Start with $1, I don't care, start with buying a coffee for somebody, and then you can scale up, but you have to build that muscle to continually give.
Pualena 16:58
That is such awesome advice. And something you shared with me on our previous call was, you know, you share the strategy of letting the client choose what is a, what's a charity, that means a lot to you, you know, and the way that we've been having this conversation is let us know what, what a meaningful organization is to you. And we're happy to donate this amount. Or if you can't choose, we have a list of organizations that we believe in, they're either here or they're international, you can choose from this list. So it's that sort of buyer's choice, I think is a really cool way to also not just learn about new organizations and things that are out there, because there are, I think an infinite number of nonprofits you can donate to. But it also allows your client to feel like they're a part of the mission and a part of the process instead of like, oh, you're going to donate to like something that's only in your community that I have nothing to do with. So that was really brilliant as well.
Randy 18:00
And what a, what a brilliant touchpoint. So my question back to you, and then be like, what does that done for you and your relationships with your clients to start a conversation or to build trust? What has that done for your relationships? When you start asking them these kinds of questions?
Pualena 18:14
For sure. And you learn so much about somebody just based on the organizations that they feel drawn to it, you're right, it's such an incredible way to nurture and build a deeper relationship than just a, you know, I'm your web designer, and I'm creating these things for you can I have your copy like that, we learn a lot about people in that process as well. But you're so right, this is, it sort of touches on that, like human aspect of business owners, that to be honest, can be a little bit difficult to pull out. And that's part of, that's part of our service is to connect with the human behind the business so that we can bring that energy into their, their website and in their, their digital space. And this has really provided a beautiful touch point, to start a conversation around who they are as individuals, which is way cool.
Randy 19:06
Probably one of my favorite things that I've found is that it allows me to get connected to people in a different way that I would have never done before. You know, it's weird to ask them like, hey, have you lost somebody in your life and, and, and gone through some traumatic stuff? That's a hard question to ask. But when you say hey, look, I want to support a charity. If you work with me, we're going to support a charity is there one that you believe in? And someone's like, oh, man, I have to go with this cancer one because I lost my brother to cancer and it just means the world to me and say, Oh, tell me a little bit about that. Like how are you feeling about that? People buy based on emotions, right? You know, like trust, and that drops the walls instantly suddenly put, nope, not that urgency. They don't care, but they care less about the price that you're delivering. And they care more about the connection, like, oh my god, you actually care about me, you've listened to my story. I just want to work with you. I just want to buy from you. I just want to do business with you. So when we talked earlier about like, does it bring you more clients? It definitely doesn't. Marketing, it might not bring you more clients directly in, but it closes more clients faster. And it allows you to go get more referrals because now you have that source of like, Oh, my God, I want to send everyone to Pua because all of a sudden, she cares. And she made a donation to my charity, and it makes me feel really good. And it's got this really cool component to it, that so many people miss, like you said, in that business space of how do I get to somebody's heart and emotion, you can ask them what charity they want to donate to. And I almost guarantee you, everybody has a charity and some reason why they donate to it. Whether it's me and I can choose five charities that I donate to, because five different reasons have. I like kids in sport because sports impacted me. I like kids down in Mexico because I went and visited them and I couldn't imagine living life that way. And I like X, Y, and Z and every charity has a component to it. So, if you want to learn about someone, just make it part of your business plan, what charity would you like us to donate to? And build the conversation on it.
Pualena 21:05
Absolutely. So it's so magical. Like I was on a 20-minute project consultation call yesterday. And at the end, the woman was like, I love you. That's, that's new. Haven’t had that one yet, but you do create this, this depth very, very quickly. So yeah, beautiful. Thank you so much for what you do with this, this beautiful mission and for just sharing it so openly. It's, it's really impactful.
Randy 21:37
Yeah, I'm really excited about the future. We're just breaking ground on this stuff. You know, Cole has been speaking about this for eight years at a conference. And it's, it's hard, the times are changing, right? Eight years ago it wasn't as prominent. Now when you go look up all the statistics, I have hundreds of statistics that say 76% of all Millennials would rather purchase from a company that has a giving component than one that doesn't like that stat, those are people have gone out, done full research on all this and provided that data to us. And we're like, well, that's incredible. 76%. So if you're saying that in my industry, I raise capital for a thing, if you're saying that, that because I have a giving component to my business, 76% of the market share wants to come do business with me versus somebody that doesn't. That means that I'm taking clients away from competitors and bringing them over just because I'm a good human. Like, that's crazy to me. And so I think as we see the millennials step into this, a lot of people care a lot about environmentally how you're actually incorporating your business, ethically, how you're incorporating your business, and also the donation charity contributions. People want to buy from stuff that has purpose behind it, not just a product. So if you put a website designer side by side, and they offered the exact same product, apples to apples, one donates as simple as $10 to charity of choice, and one doesn't. I'm gonna say it's even higher comparing apples to apples, but 78% of the time you're gonna win. Well, if you're gonna get that benefit, why wouldn't you choose that? And this is something that Cole and I realized that we are passionate about it because we've studied and learned it. And everyone we talked to is like yeah, it's a no-brainer. Like, there hasn't been one person of expense that has been like, nah, dude, that sounds stupid. Why would I do that? Everyone's like, yeah, how do I, how do I start doing it tomorrow? How do I incorporate that in? So now we're going on this massive mission now to just basically change the way capitalism is done. Capitalism is old school, white rich guys, that just wanted to make as much money as they can, and use it for themselves. Now, we're talking about a commonality between everybody where we want to see everybody win. And we as, as entrepreneurs, have gifts that can go solve people's problems. So, why not while we're solving their problems by giving them a product or service also go solve a nonprofit's problem or a homeless person's problem by just contributing to society in that manner. And all of a sudden, we take capitalism that has a very dirty terminology to it of greedy capitalists that does nothing for this world except for take, take take. And we change it to be like, Wow, I can't wait to be a capitalist because I can go make a ton of money and do some incredible things in the world. So we're really going to try and change the narrative of how we look at wealth, capital, and just the ability to improve the way entrepreneurship is done.
Pualena 24:30
I love that so much. So much. Like there are so many light bulb moments for me just now. Because a lot of this conversation and sort of what I reflect added on after our last chat was, you know, how does the consumer view this aspect of, of your business of your packages, I didn't consider how it affects our own mindset as a business owner, and shifting. So there are so, so, so many people who are really stuck around pricing and feeling a lot of like impostor syndrome, and that like, oh, I can't charge that much. I don't want to be, I don't want to be greedy about money, I don't need to make a lot of money. There. You know, like, there's a lot of inner conflict that people have in that space. And when we can shift that to the more money we make, the more impact we can make, the more money that we bring in through, you know, goods and services that are impactful and meaningful, the more that we can create this closed loop for organizations who are also out there struggling to, you know, get seen and bring in donations, it's very difficult to be a nonprofit. And most people, like everyone that I've talked to identifies a different one. I have not yet seen two people who identify the same one. And so it, it creates this ripple effect of a back and forth like the client receives a great product or service, we receive a new client and a nonprofit that we would have never heard of before, gets, you know, a little bit of breathing room, they can buy a bag of dog food for their dogs, they can buy a meal for a child, right? It's, it's that ripple effect that we would never see had we not brought this aspect into our business–
Randy 26:20
–and how cool for your team to buy into that program now. So now all of a sudden, your team members are like, hey, guys, we just sold a product and this is the charity we're gonna go into. Let's talk about what, like let's dive into this charity and learn about it. So we can support our client while we're making the website and include all this stuff into it. Now your team just bought into something that A. you're making a donation, they're learning about the charities, they're buying into you. They're buying into us a leader that standing there saying, guys, this is how we do business now. This is the only way it's done and look at the touchpoints it's giving us. I get goosebumps when I talk about it, because it's like, we're changing leadership from the top and driving our teams to be not excited about like, hey, guys, go crush four more sales today, because we need to hit our quota so that we can all get paid big dollars. It's like guys if we close four more deals today, we can go donate X amount of dollars, and we'll help four more charities that are starving or need or just need some breathing room, you know, COVID a lot of these places lost revenue. They couldn't run their live events, most charities run on doing huge galas, you cut that off of them, and they lose all the revenue. So now let's just change the way, let's make it so nonprofits no longer have to go out and run galas because they're just funded by entrepreneurs that attach their businesses and scale them to just fund them. Like if you believe in a cause or mission, just fund it. And it makes so much sense to me. But on the same side where I was going as your employees and your team and your subcontractors, I just heard about a guy in our circle that he flips houses. And every time they flip a house, they build a house in Mexico. And one thing he did was on a board in the middle of the house, he wrote, he found the family that they're going to find a house for when they flip this house, he put a picture of them, he put their names, he put what they do. And he said because you worked on this house and provided a service to this house. This is the family that you're going to help. He said as soon as he did that his trades guys loved being on site. They stopped fighting. They showed up better, they're more respectful. He was getting better discounts, you know, if there was an up service, he said that there was an upcharge for a few $1,000 by one of his subcontractors. And the guy just pointed at the photo and said, nah, bro, do it for them. And it was just like, it's like, wow, he didn't all he's like, it doesn't change how much the subcontractor is getting paid. It just changes the full culture of an entire job site where people think they don't care anyways, all of a sudden they care. And, and it was just really cool to understand that, that you can change an entire circle by saying, hey, because you showed up today to work on this house. This is the family that's going to benefit because of you. And everyone just changes their attitude. I think it's the coolest thing on the planet.
Pualena 29:00
Seriously, and to have that reminder of like, this is, this is bigger than me, this is bigger than you. This is bigger than this even the service like yes, we're gonna provide the best service we can. And here's why. Like it is, it is really a beautiful way to stay connected to, it's like human to human and just bringing more purpose into what we do every day and it will help people get out of bed. I believe that, right? What is that ebb and flow of entrepreneurship where we're like, Ah, I'm just tired. I'm burnt out. And yet there is this bigger mission. You're like, you know what, though? My clients donating to a, you know, child, children and sports and that to me, I want this child to have the opportunity to jump into that soccer game. Let's go. Right?
Randy 29:53
Yeah. And, and back to where we were talking about getting your team involved and your sales teams and stuff. And what if now in the mornings they woke up like, oh man, we have to make four sales today. Like, that sucks. But it's always like, oh, man, if we make four sales today, that is, we hit our target quota of how much we're going to donate, guys, we want to donate $1,000 this month, which means we have to close 10 deals. Awesome. How are we getting to that target, now you're coloring goals of how much you're donating. Not how much revenue they're making you and, and in any world, when they look at how much revenue they're making, like, Oh, I'm just making my boss a ton of money. Now they're looking at how much impact they can make. And so my inner circle has said that the impact that's had on their sales teams has been significant, where you don't talk and how much revenue you're bringing in, you talk and how many donations you're able to make or the impact that you're allowed to make with it. And that's the only way they speak. Because they know that every sale they make they donate $100 to charity, and we need to close 10 deals cool. That means we have to donate $1,000 to charity, let’s get to that goal. And it just changes a lot of the culture of why they want to close deals and why they want to get involved. And one thing I do want to touch on briefly if I can kind of add that a smidgen. Yeah, we're speaking to business owners right now, which is amazing. But there's a huge majority of people out there that are not entrepreneurs, business owners are like, this sounds cool. But my boss will never take into this, I'll never be a part of it. What can I do? This is one of my favorite things right now is creating what I'm calling a happiness account. So create a separate bank account. And I don't care again, whether it's one dollars $10 or $50, every paycheck, move money from your account into this new account. And we call it your happiness account. And then when you when you come across somebody, something, a charity, just you wake up in the morning, I want to do good today, or I want to feel happier, just go into that account, pull some money out and go do some good. You don't have to donate it to charity. Right? You don't have to get the, the charities involved in it. What if you just went down to Starbucks, put $10 on the table and said, hey, just pay for the next person's coffee behind me, which we see a lot of, but intentional, not because the person in front of you, you did it, you continue the chain, you start the chain, you say I'm going to do some good today? What if you had 50 bucks in your account, and you're just walking downtown, and you connect with a homeless person by random and you're like, wow, that person genuinely left a mark on me. What if I just went and bought a blanket for them, and you went to your happiness account, and you pulled $50 out and you bought a blanket and you went and give it to that homeless person, you can't tell me in that moment when you're giving that homeless person a blanket that you have an ounce of anger in you. Because you're so compassionate and friendly, you leave that just a whole different human and buying your happiness. Because now you've created that account, you're serving the people, and it makes you feel good. So you don't need to be a business owner, you don't need to write significant checks. I'm talking about 50 bucks, a lot of people can do that every paycheck, I'm talking about even just taking $10 a paycheck to a separate account, and in five months doing you're good. And then as you build that muscle in that excitement, and you give that blanket to that homeless person like, that feeling I want again, that is exciting. That is like, there's nothing better than, than a moment of serving somebody. It's like, statistically proven to be one of the best things in the world. And so you keep doing that. And then next thing, you know, you're like, I want to do that every month. I want to do that every week. I want to do that every day. And you start building this happiness account to just drive and do more. And that's when you start saying things like, Oh, if I sold this shirt that I haven't worn in two years in my closet for 50 bucks, I can put that in my happiness account, something that's not serving me can actually go serve and make me happy by helping somebody else. That's also what I'm very excited about. Just the idea of, of having a separate account to buy your own happiness.
Pualena 33:47
Yeah, that literally bringing me to tears. It's so, we need that so badly right now. Especially after everybody just like, went online for two years straight and had no contact with other humans. And I love that it's you make things very approachable and very, you know, it doesn't have to be a huge gesture to make an impact on someone else and to make you feel like you have purpose in the world, right? Yeah. What do you, what sort of thoughts or advice do you have around creating opportunities for volunteering?
Randy 34:29
Yeah, volunteering is something that I transparently don't spend a lot of time towards because I'm so focused on the giving of financials that I transparently lack that side of giving. And so is a lot of people out there that serving is great. I know a coach. And what they do is they, for every five clients, they bring in, they offer or for every five coaching calls they do, they offer one free one to somebody that's in need, not just like, hey, I'm gonna go give him a free call away. It's like somebody that's been recommended to them, they have a list of clients, and they just reach out and say, hey, I'm gonna do this as a service for you one hour for free. It's the exact same thing of serving and helping. And so that's on the that's on the side of donating your time, which I'll call volunteering. And you can still do that in your business. What if you just offered one-hour consults to somebody that was a starving, not a starving a single mom, that can't afford your services? But if you could do something for her, it would change her life, not just like, hey, I hope I get two more clients out of this, like no genuinely from my heart, I just want to see when. That is another way that we can serve. And going down and volunteering is another example, going to your soup kitchen and spending an hour serving the homeless people will make your hearts explode in, in just pure joy, because we get so excited about it. So, if you don't even want to create a happiness account, create a happiness time bank where you're like, hey, I'm just gonna donate one hour a week. And if I miss this week, next week, I'm donating two, and you just continue to build a time bank. And that is how you go out and serve, there's a million ways that you can give back, finances the easiest relatable to people, time is the second easiest, which you just brought up. I think a lot of that actually has more meaning to it than just writing checks. And I run a podcast called the Go big to Get Big podcast. And in the final areas, one of the things we ask our guests is, would you rather, rather write a million-dollar check, or spend a week physically going out and just serving the community? And a lot of people choose serving the community because the impact that actually has on them is way bigger than just writing a check to go out and help somebody.
Pualena 36:44
Absolutely. They're both extremely valuable to the organisations. And what I love about what you shared is, I mean, there, there are several things. One, maybe you're a new business, and you are sort of in the weeds and you've invested all this money and you don't have the final, you don't. I mean, we can approach this in different ways. But in this fixed period of time, donating money might not feel as good to you, as you know, something like what, and you blew my mind, when you said for every five consultations, I give one away for free, that does two things. Because I talked to a lot of people who say I want to be able to, like one of my goals is to build my business enough to be able to do pro bono work. Rather than waiting for that moment where you have that success marker achieved, you can weave that into your overall structure and say, I'm going to do pro bono work every five paying clients that allows you also to not just give it away for free because it's a part of like your, your big vision. And then resenting that time, or you know, it just it's a beautiful way to weave it into the system now, rather than I'm gonna wait till I get here in order to start doing this.
Randy 38:02
Yes, I'm all about the now.
Pualena 38:04
Yeah and that you seriously, I, I, that day that I talked to you. I was like I'm doing this today.
Randy 38:12
I know I got your email after saying that I show it to everybody, I still have it screenshot I'm like this is it, this is the moment because it's so it means so much to me when I hear this, like, I'm not joking when I say like every single person that I watch, introduce this, I give so much time and mentorship and support to people that start businesses that have giving components. I'm going to create a VC firm that just goes out and funds people that create for-purpose businesses. And just instead of going out and giving all my money away to nonprofits, I'm just gonna go fund businesses that exponentially amplify it, where every business that I touch has a giving opponents so instead of me just making revenue, I have 1000s of companies that I'm the Seaton that all have some sort of giving component. That's like a way bigger topic. But I wanted to just briefly say like, how cool is this, that now just in a few conversations we've had, you now have your clients coming in that pay you and you get closer attached to them, you feel more connected, they're more excited, they want to get involved, and you close more clients. And at the same time you talk to a bunch of people that may not have any value to you because they can't afford you. And instead of just letting them go, you add them to a list of some pro bono stuff, or you keep track and you get to do some pro bono work. How full is your heart and how excited are you every day to go to work? If you know that every client you bring in, you get to make one donation for and every five clients you bring in, you get to go help somebody that you've always wanted to help but weren't able to. Now every day you're showing up energetically, you can't, you can have bad days, but you can't have a bad time thinking about wow, like, the bigger I go, the more we can do, guys, we got to get a few more people in here, we got to get a few more people and I'm at four people that have done paid clients one morning to get to go help that, you know, single mom or that guy that's, you know, just trying to start his business but work 60 hours a week to feed his family, or some 16 year old that's got this passion for selling baseball cards, but just can't afford it. Like, it's just cool to me that just in two touch points, you just completely changed the way that you do business forever.
Pualena 40:23
Absolutely. Oh my gosh, well, I'm not gonna be the only one. People who are listening to this, like, I guarantee you one of your gifts for sure, is, is this and it's your passion. It's, it's palpable. Like, I can't, I couldn't help but like, just like, don't stop talking about it. It's so inspiring. And people are going to take action immediately after listening to this episode. And I, I want people to tell you about it. So where can they connect with you and share with you what they end up doing after they listen to this?
Randy 40:57
I love getting Instagram DM’s of people that have sent me that stuff. I have, I've made a little bit more of my social as about this. Now I'm going out and publicly sharing a lot more and the amount of messages I get people saying oh my god, I shared about that happiness account, the amount of people that DM’d being like, oh my god, I'm starting this today. This is incredible. And the people that send me photos now of I've got a bunch of my buddies that I'm like, anytime you go out and buy coffee for a stranger, just send it to me, or hashtag Go Big to Give Big, tag me in anything because I just want to start getting it out there. So, Instagram @randymolland is my personal one. And @gobigtogivebig is where a lot of my podcasting admission is, is growing from. But that's honestly my favorite spot for people to share and tell me how they've implemented it and put it into their space.
Pualena 41:43
Beautiful. We'll link to that in the show notes as well. And you have a lot of stuff coming up that I think people will want to be connected with you for, so what's the best way for people to stay connected with you, if there's another place besides Instagram?
Randy 41:57
Yeah. Obviously, my podcast is a really cool plug I like to put out there. It's, it's just a space where I interview incredible entrepreneurs like yourself about how they've gone bigger or about their businesses, and then how they're adding giving components to it or the impact they're making in the world. And we get you know, everyone from people that are doing their first $100,000 to people that are doing, you know, 100 million. And the cool things to congruence between it all is they all have a bigger purpose in this world. And they share that and everybody that leaves the podcast says Wow, I've never been asked those questions I've never been asked about my giving. And we get people to open up and cry quite often on our podcast, just because there's such an emotional passion. So, I'd encourage that as a great spot. And then, honestly like we're launching a lot of stuff depending when this comes out in the next few months. And that's when we're going to have a lot more if you just go into Google or anywhere in the world and you type in Thrive Go Big to Give Big, or even just like we're the only people with this hashtag. So if you've hashtagged to go big to get big, that is all our content. So tagging us in that stuff, and checking out anywhere Thrive, Go Big to Give Big, we're launching a community of these entrepreneurs, we're going to be running events, taking people down to Mexico to actually go to our orphanage, and spend time with the kids, to go build houses down in Mexico. We're going to be running local beach cleanups. We're going to be running workshops that are just not sitting in the, in the boardroom listening to talking heads for 48 hours, like all conferences are, we're going to be doing things differently by like I said, taking people out into the elements and actually serving and doing good. And just partnering with nonprofits and charities to have them come support and be a part of them in those spaces. So, we're really going to start shaking up the entrepreneur world when it comes to that.
Pualena 43:43
Oh my gosh, I'm a super fan. I'm about to follow you and all the things. Thank you so much for the work that you do. I would love let's, let's get him around two, once, once everything's launched, but I just I really truly am grateful to be connected with you and that you spent the time here today. And yeah, is, was there anything we didn't touch on that you're really excited to share?
Randy 44:08
That's it. The thing that I want to touch on this just like how grateful I am for people like you. People that I, that I know want more in this world and want to give more, they just need somebody to give them the permission and the idea to do it. And that's all I want. I want get to get connected to 100 of you. Because that is my passion. It feels now, I'm gonna leave this podcast and I'm gonna go just go crush because I'm so excited right now this mission that we're building. And so I just wanted to thank you for keep giving me this gift because the more people that jump on this wagon and get excited about it and share your enthusiasm. And I unlock just a very simple concept that changes your life forever. That is going to continue to drive me to make this mission bigger and do more in the world. So I just wanted to thank you and give me a platform to share. It means the world to me to be able to do that.
Pualena 44:56
Beautiful. Well, I will help you get the word out as far and wide as I can. And yeah, just thank you so, so much for all that you do.
Randy 45:07
Thank you.
Do you find legal terms confusing? Andrea Sager is on the podcast to help us understand the three key legal concepts all business owners and entrepreneurs need to know: business entities, contracts, and intellectual property. Andrea breaks down complicated legal concepts into easy-to-understand pieces of wisdom for the passionate entrepreneur. As an attorney and business owner, she is in a unique position to help fellow business owners set themselves up for success.
In addition to highlighting the importance of having an LLC, Andrea and Pua also discuss the power of manifesting your dreams, following your passion into a business, and finding your purpose. Andrea shares her own story of working at a law firm, feeling grateful she was fired and realizing her purpose to help business owners understand legal terms. If you’re looking for inspiration and legal tips for entrepreneurs, this is an episode you don’t want to miss!
About Andrea Sager
As a serial entrepreneur and a lawyer, Andrea Sager knows first-hand how important it is for businesses of any size or stage to have legal support. That’s why she left behind big law to follow her true passion: helping other entrepreneurs meet their fullest potential by leveraging the power of the law for an affordable price.
Resources:
Fiverr
LegalZoom
Legalpreneur: The Business Owners Guide to Legally Protecting Your Business
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Andrea Sager: website | instagram | tiktok | youtube | podcast
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Transcript:
Andrea 0:00
When you use the R circle symbol, you can only use that when you officially have your federal registration and that does mean you have the exclusive right to use that name. And don't try to get slick and try to use it without the registration because if the trademark office sees it, it is federal fraud.
Pualena 0:16
Oh, snap.
Intro 0:19
Welcome to the Course Creators Academy podcast with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You’ll hear how impact-driven entrepreneurs are using online courses to transform lives. Now, let’s get started. Here’s your host, Pualena.
Pualena 0:46
Hello, and welcome back to the Course Creators Academy podcast. I am thrilled to introduce a guest today. Andrea Sager, who is the CEO and founder of Legalpreneur, a legal tech startup that focuses on offering affordable legal services to businesses of all sizes. While working at a corporate firm, Andrea noticed a gap in the legal industry. No one was catering to the small, innovative startup brands dominating her social media feeds. As a serial entrepreneur, she knew firsthand the importance of building a business with a solid legal foundation, she knew that many businesses just simply did not have the funds. That realization led her to develop Legalpreneur because legal services should be accessible to everyone. I absolutely love Andrea's mission, and you're just going to love her story. She is such a breath of fresh air in an industry that can feel very, very buttoned up. And so I am thrilled to introduce you to Andrea, let's get going. All right. Andrea, thank you for being here. Welcome.
Andrea 2:00
Thanks for having me.
Pualena 2:01
Absolutely. I, I say this every time and it's true every time I'm so excited to chat with you. You, I the universe works in very cool ways. And this, the whole, you know, legal space for small business is, has just been a theme for our, our business for our clients, businesses. And I am so, so thrilled to have you share with our audience and selfishly with me. Just sort of your take on this and your experience and your expertise and guidance. So let's let's dig in.
Andrea 2:38
Yeah, I'm ready. It's my favorite thing to do.
Pualena 2:42
Yeah, it’s awesome. Okay, well, you knew this is coming. I would love for you to introduce yourself and just kind of share how you got here. Why this is something that you feel so passionate about? And yeah, what's your story?
Andrea 2:56
Yeah, so I started my first business in law school. Not that I wasn't busy enough, but I was poor. I was poor, and I needed to make money. And I was like, Oh, I'm just gonna start a business, like it's nothing. But I started a clothing boutique. And I started, I really started selling on Poshmark and then grew from there, started my own website. Then we opened a brick-and-mortar store, we even manufactured clothing, like we did the whole thing there. And then I realized, okay, I actually don't want to be a clothing boutique owner for the rest of my life. And at this time was also when I got the big dream job right out of law school. I was worried. So at that time, I was in Cincinnati, Ohio. And in my office, I could watch a Cincinnati Reds game from my office. It was just literally the most beautiful thing from the outside looking in. But I was absolutely miserable. And my, so now he's my ex-husband, but he, when I started that job, he stayed home because we had an eight-month-old when I started. And so he decided to stay home, really figure out what he wanted to do. And immediately my first week there, I was, like, oh, gosh, I'm not gonna last. And I always say I cursed myself because of that first business, but honestly, it was just the universe working in my favor. But I do think if I didn't have that taste of entrepreneurship, first, I probably would still be running that rat race. But that first week, I was at the firm, I remember sitting in my office and I was watching these old white men in three-piece suits walking by and hit me all of a sudden, I was like, they have been here since they were my age. And immediately I'm just having this like internal panic attack, like oh my gosh, I cannot sit here for the next 40 years of my life, butt in seat in this office. It was just like coming down on me. And so immediately I'm like, how do I get out of this? But my ex-husband was just, of course he was not on board with me quitting because I was making the most money we had could ever dream of making, but I just was absolutely miserable, he wanted me to stick it out for years. And finally, so what happened was the first business, I created a whole network of business owners and so they kept coming to me asking for help with this asking for help with that. Normally, they couldn't afford the firm's rates. And finally, I was starting to really see this gap in the marketplace, like, hey, somebody needs to go serve these people, they don't know who to go to. And why not me? But at the same time, I just couldn't up and quit my job. And the universe was like, girlfriend, it is time. But so what happened? I remember it was, it was in March 2018. I was bringing on a client to the firm, and I thought the firm was gonna love me. I'm like, I'm such a rockstar, that's just going to be my place here at the firm. I'm going to be a rainmaker. And it was a small business, they wanted a trademark done. And a partner at the firm told me to my face, they didn't want the client, because small businesses are not quality clients. And I think a lot of us have these defining moments in life where it's like, okay, from like, we think we're supposed to be doing something else. But then something just hits us in the face. And I was like, this is it for me, like, I know, I cannot be here any longer. So I'm slowly starting to plan my exit from the firm. And we were in Cincinnati. Now we're in Houston. And it was a Monday, we put our house for sale in Cincinnati. And then on Wednesday, I was texting my husband at the time and I said, I'm so miserable. I, we have enough money to hold us over. I'm, I'm ready to quit today. And he said, why don't you just wait until we have a contract on the house? That way we know it's gonna sell, perfectly reasonable. I'm like, you know what, that's a great idea. Let's wait for that. Well, Friday rolls around, and my boss and the managing partner walk into my office. And I know exactly what's happening. And because the thing is, I'm like five minorities rolled into one. And I knew that if I got fired, they would have to offer me a severance package. So I always tell people I manifested getting fired. And the way they worded it to me that like, hey, we're gonna have to restructure your position here at the firm. You can either go and you know, do this new position, or you can just take three months' pay now and just never come back. And it's a Friday morning. I, they're like, it’s taking everything in me to look sad, and just really upset. And so I'm just like, okay, okay. And then they're like, you know what, take the rest of the day, take the weekend.
Pualena 7:35
Tear, tear.
Andrea 7:36
Oh, my, I was trying so hard to cry. I could not have a tear come out. And they leave the office. And I was like, this is it like, this is what I've been waiting for. So I get the severance package. And I remember texting my ex-husband, I was like, this is it like, it's my dream. I literally said my dreams just came true. Like I just got fired. I got a severance package, went home, I packed up my stuff left, never, never went back. I went home, started posting, like in the Facebook groups I was in with all those other business owners. I was like, It's official, I'm on my own. I had my first client that night. And I'm not gonna say it was all a pill. Like, it's been a roller coaster ride. But that's how I got started on my own. And I like I love that story. Because literally the like, what's meant for you will not pass you by and the universe is like, you're not leaving on your own. So here you go it, here on a silver platter.
Pualena 8:29
I can't love that story more.
Andrea 8:33
Me either. I
Pualena 8:35
I'm gonna be listening to this episode multiple times just to hear that, that's amazing. I–
Andrea 8:40
Yeah, that was the best and honestly after that. So, so I get fired. It was a Friday, and we were wanting to move to Houston. But nobody had bought our house. Nobody had even come to look at our house, at a week at that point. So we come down to Houston, look at houses. Still, nobody's even looked. And so I tell my parents because my parents are here. That's why we wanted to come here. And I was like, well, you know, we want to move here. But we just gotta wait for the house to sell. But hopefully, we'll be back within a few months. And this was the beginning of May and I said I would love to be back by Memorial Day. Well, we're going back to Cincinnati, and our realtors like, hey, somebody's coming in to look at the house on Sunday, you know, make yourself scarce. And they came and put it in an all-cash offer. And they literally took a week, got the inspection and the realtor was like hey, they want they want to close on the house now, but I told them you'll need you know, a month to pack everything. We're like, no, we'll be out in a week. So we literally made it back to Houston by Memorial Day weekend… Yeah.
Pualena 9:40
That is literally manifesting your dreams. To a tee. It's real. Gosh. Okay, so where did that leave you and what are you doing now? Oh my goodness.
Andrea 9:55
So I was so excited to start serving small business owners because I think whenever we want to make that leap, we think we know, you know, it's like, oh, I, you know, I think I'm gonna have clients but we don't know for sure. And I didn't know for sure. But I slowly started getting clients and I was like, this is it like, I can actually make it on my own, like, I don't have to work for anybody else. Because I was gonna kind of find somebody else to work for on the side, while I built up my own firm. I never needed to work for anybody else. I grew up my, my firm enough. And I, we grew really, really quickly, we hit a million dollars within two years. And then what happened in the law firm, we started, I started with what's called the Legal Preneur membership, which gets clients all access to their own attorney. And then at the end of 2021, the membership surpassed anything else in the firm as far as revenue. And I was like, okay, this is it, we have to go all in with a Legal Preneur brand. And so at the end of 2021, we took the membership out of the law firm created Legalpreneur, the company, and now we're, I have both the law firm is definitely kind of like a side hustle right now. Because Legalpreneur is what we're trying to grow and scale. I want this to be bigger than LegalZoom, I want to change the legal industry for entrepreneurs and attorneys. Because I, Because I grew my firm so quickly, I've had so many attorneys come to me to ask for help with, you know, can you coach me? Can you mentor me? And I never had the capacity. But now that we're creating this Legalpreneur empire, I'm like, absolutely, let's just do it all. We're changing everything.
Pualena 11:24
Oh, my gosh, you are literally meant to do this.
Andrea 11:28
I am like, people think they wonder what their calling is in life. And I think really, within the past year, I've learned to own my calling, is literally teaching people how to understand the legal concepts that they need for their business. And then for attorneys, it's helping them realize, you can literally build the firm of your dreams, you don't have to go work for a big firm, you don't have to work crazy long hours, you can do whatever you desire to do.
Pualena 11:56
That's beautiful that you're serving both sides of that, that spectrum because they both need it. And there are so many, I have so many friends who, you know, they went to law school, some are practicing law, some aren't, most and I'm going to say this, you know, I am not in that world. So I don't know for sure. But I would say a good amount of the people that I know that went into big firms. The money's great period.
Andrea 12:25
Yep, that’s it.
Pualena 12:26
They work a lot, and they're not super stoked. And there is such a need in this space. And I think there's a misconception that if they give up the firm, they give up the money, which may or may not be true, but there's a way to practice and support people and their dreams through this industry without selling your soul. And you are a beautiful example of that.
Andrea 12:51
Thank you. Thank you. Yeah, I, I mean, so people, people ask me, like, why did you want to become a lawyer? And I don't have some like, sentimental answer. Like I wanted to help people with this, I just wanted to make a lot of money. And I thought working at a big firm, that's what it was. And I did make a lot of money. But I didn't realize the real money is when you're out on your own working on your own terms. Like that's when you get, not even just like the real money, but the true freedom, the true time freedom is honestly what we're all after. And when you can balance having the money to do whatever you want, whenever you want. Like, that's the balance we're looking for. And you're never going to be able to do that when you're working for somebody else.
Pualena 13:33
So amazing. I love this so much. And so you know, serving lawyers and attorneys who are looking for that freedom and not wanting to give up the money. And oh my gosh, small business owners, they know they need to be protected. They know that contracts are important. They know that they're all things that they should be doing. And seeking legal help feels out of their reach, too expensive, nobody knows exactly what they need. And so there are a lot of people out there floundering, unprotected or writing their own contracts or Googling and like, look, I have a client who found a contract on a site that they visited, like the terms and conditions, copied it, replaced them from it, you know, like that's what people are doing. And it's just because we don't know that you're here.
Andrea 14:30
Yes. We're here.
Pualena 14:35
Yes, so thank you for providing that. And, you know, don't feel like you have to give it all away here. But for, you know, as much as you want to share, let's talk about what, what business owners really should be doing to protect themselves legally, and how they could you know, access those resources.
Andrea 14:53
Yeah, so I do like to give it all away, and that's what I think where I differ versus a lot of attorneys. And this is what I have to teach attorneys, like you can teach them whatever they need to know, most are not going to go do it on their own anyway. And so that's why I tell people look, we teach everything for free, we put it all out on our podcast, social media, it's all the information you need is out there. And if you want, some experts do it for you. That's where we come in. So, when it comes to what small business owners need, it's what I call the core three. And this is the three things that every single business owner needs, then every business will have additional different needs. But for the most part, every single business still has the same three needs. And that's your business entity, your contracts and your intellectual property. So breaking it down, you have your entity. This is how you legally operate your business. A lot of small business owners are sole proprietors or an LLC. And I know you'll throw in some people throw an Oh, but I'm an S corp. I'll explain that in just a minute. But operating as a sole proprietor, you do have, when you're a sole proprietor, it's legal to operate like that. But you don't have any liability protection. And when most people think about this legal stuff, they think about lawsuits, litigation, ending up in a courtroom. But when you talk about the transactional side of things, which is what I do, I'm putting the proactive protections in place, and we're doing everything we can to make sure there is no lawsuit, there is no litigation. So basically, what everything I do is lowering your risk level as a business owner. So your entity, operating as a sole proprietor, perfectly legal. Nobody's going to sue you, just because you have a sole proprietor. Like that's not going to get you in trouble just because you have a sole proprietorship. But when you have the LLC, that is lowering your risk as a business owner, because when you're a sole proprietor, you and your business are one in the same, there's no degree of separation. When you're an LLC, there is a degree of separation, even if you're the sole owner, sometimes this can be confusing for business owners to wrap their head around, because they say, Oh, well, it's just me, I am my business. But you want to keep the two separate, there's you as an individual, and then your business. So if you do something in the business that accidentally causes it to get sued, and I say accidentally, because nine times out of 10, you're not doing this stuff on purpose, you just didn't know. And so when you do something in the business that causes it to get sued or get that cease and desist letter, you know, you're protected personally. So they can't come after your house, your car, anything you own personally, they can only go after the LLC. And a lot of times I'll hear oh, but you know, I've been in business for however many years and I've never been sued, the LLC was a waste. How do you know that they didn't sue you because you had the LLC because they did their due diligence, and they knew it would have been a waste of time coming after your LLC? And you want to be an LLC as soon as possible. Because if not, anything that happened before, you're an LLC, you can still be sued for way down the road, even when you are an LLC. So a lot of people will say, Oh, well, I don't have any assets to protect. You may not have any assets now, but the goal is to have assets. So if you're not protecting yourself right now, when you don't have assets, a year/ years down the road, when you do have assets, even if you are an LLC, anything that happened before you were an LLC, they can still come after you for. So, you want that protection in place as quickly as possible.
Pualena 18:55
Oh, gosh, yeah. Is there any reason why somebody would want to register as a sole proprietor?
Andrea 19:04
There, honestly, it's because they don't know the importance of an LLC, and many accountants will, or bookkeepers. If you go to any Facebook group and you ask the question, should I be an LLC or sole proprietor, you'll get a million different answers from a million different people. And many accountants will tell you, Oh, it's a waste until you're making this amount of money, just whatever number 60, 80, 100,000. Whatever the number is. The reason they say that is because of the S Corp and accountants don't realize the LLC gets you the liability protection. And what accountants are thinking about is, Oh, you don't need to file the LLC until you're making this amount of money because when you make that amount of money, that's when we can make the S corp election. That's all the accountant is worried about. They're worried about saving your taxes. I'm worried about your liability. The LLC gives you liability protection. The S corp gives you tax savings. So you can't get those extra tax savings until you are, you can elect to be taxed as an S corp. But you first have to be an LLC. So accountants think that they have to be done at the same time, you file the LLC, and then you elect to be taxed as an S corp. They don't have to be done at the same time.
Pualena 20:17
Brilliant. Oh, my gosh, this is already so juicy. Amazing. Yeah. Was there more, I don't want to cut you off.
Andrea 20:28
No, we're good. So that's entities. Yes, that's entities and then contracts. Rule number one of contracts is don't be afraid to use one. Many, many, many people are like, Oh, I just don't want them to think I'm trying to pull one over on them. Or it's just a handshake deal. Or it's just this, it's just that, get in the practice, now. Even if you're in even if this is your side hustle. Rule number one of manifesting is act as if. Business owners use contracts. So why aren't you using contracts? Don't be afraid to use them. They're literally there to protect you and the other party of the contract. It's just laying out the rights and duties of both parties. What happens if something goes wrong? What's included here? What are we all doing? It's just getting them, literally getting on the same page about everything included?
Pualena 21:19
Brilliant. So on that note, can I, can I derail us for just a second?
Andrea 21:22
Go for it yes.
Pualena 21:25
Amazing. Okay, so contracts become a thing for people where they're like, I can't afford to have a contract drafted at this time? What are my options? And a lot of people start to either create their own, they draft their own, they use, you know, LegalZoom or they have, there's a lot of software actually now that will provide templates and stuff like that. What is your advice for people who find themselves in a space where they should have a contract, but they feel like they may not be able to get one drafted specifically for them?
Andrea 21:57
Yeah, so I love this question. Because I actually think, especially when you're just getting started, templates are a great way to get started. Because what happened in my law firm was people were paying me for contracts, for me to custom draft a contract for them. But because they were so new in business, they didn't know what they needed. And so I would take them through my process, asking the questions now, like, I don't know, I don't know. And so I would just put the essentially, they were using my template anyway. So then we created the contract vault. So the contract vault is our, it's our templates. And we, you go through, pick your different your niche you're in, you get your, your bundle of contracts. And that's what you need, that starts you with all of the best practices in your industry. And then I tell people, as you grow in business, you're going to learn what you like, what you don't like. And by that time, you'll be able to graduate to a custom contract. So don't be afraid to get started with templates. If you're just getting started if it's just a side hustle. Templates are perfectly fine. But you need to be using something and you need to make sure that you know exactly what's in the contract. Because I will tell you, I can't tell you how many people have come to me and like, hey, I want to look at these contracts, I pull them offline somewhere don't even know. And I, they tell me it's supposed to say this, this and that. And I'm like, it literally says the opposite of what you think is it there. And so they're like, Oh, crap, now we gotta hurry up and get these contracts redone, get the people to resign them. And for the most part, most people aren't reading them anyway. But it's okay until it's not. It's okay until somebody wants a, you know, a refund of that $5,000 package that you already spent. So it's there to protect you, and the contracts that you need... So, if you have a website, you always want to have your Privacy Policy and Terms and Conditions, those and by the way in the contract vault, Privacy Policy and Terms and Conditions there in all of the bundles, because no matter what industry you're in, you most likely have a website and you need them anyway. Then you have your service agreements, if you're a service provider, you're independent contractors. If you hire somebody, an assistant, or somebody that's just helping you with a project here or there. You want to make sure they're signing a contract, your employee agreements, anytime money is changing hands, you want to make sure you have a written contract.
Pualena 24:22
Brilliant. I love that. What is the best practice for and I promise we'll get back to the third thing. What's a best practice for? Let's say you have a contract. It works. You're, you're going about your business and you find something that you want to change. Is it totally cool to just adjust the contract and have everybody signed it again? Or is there any formality that needs to happen for that?
Andrea 24:50
Well, it depends where you are with the current agreements that you're in. And this is, honestly it is different but I'll tell you what I tell clients when they come to me to ask this. I say, look, if it's an ongoing thing, and you have people that are in there, and it's, you know, very friendly, there's no issues, just tell them, hey, you know, I've been, you know, I want to get my own legal ducks in a row, I had my attorneys draft this, you know, take your time, look over it. And can you just sign it in? This is our new agreement. If everything, if you have great client, like, that's fine, even just say, like, look, I haven't had my legal ducks in a row in the past, I am, I'm trying to do it. Now. Most people are fine with that. But if you have a problem client, which may be why you're actually taking care of this stuff, now, you may not be able to get them to resign a new agreement. So, that might be one you just got to chunk it to the losses, which is fine, you live and learn. And then for let's say, if it's a subscription, if it's just something ongoing, you can always in subscription agreements, you should have in there, like, hey, we can update these agreements and changes are made at any time, or, hey, we'll provide you 30 days notice with any new changes, so you, it depends on what was already in the contract. But for the most part, it really just depends on what's the situation with your current clients, as to whether you should go back and have them signed, or if it's just like, Okay, this is going to be one really sticky and everybody going forward is going to sign this new contract.
Pualena 26:25
Brilliant. Yeah. Because we, you know, there are a lot of clients that we work with. And even for us, as we move through working with people, things change, but our, the duration of the time that the client is working with the service provider, could be quite long. And so it could just go through that natural evolution. And so having those updated contracts is probably a really good idea. What ends up happening is, do we then fulfill the previous contract? Or do the terms change? You know, once they sign and I agree with you, if the client is totally cool and easy, and everything's flowing, I don't imagine that to necessarily pose any problems. So I think you answered my question. Yeah. Thank you. All right, back to the list.
Andrea 27:12
Okay, so number three is your intellectual property. And especially for online business owners, this is most likely your most valuable asset, intellectual property. And this is patents, trademarks, copyrights. Patents are new inventions. Actually, not something that I cover, a whole nother ballgame. But if you ever need a referral to a patent attorney, I gotcha. It's just not something that I cover. But trademarks, and copyrights, that's my jam. Trademarks, identify your brand. It's your brand identity, your brand name, your logo, your slogan, a product name, a service name, your podcast name, a course name, anything that has a unique name within your business, it can probably be protected with a trademark. And then you have copyrights, which is your content. Typically, these are the things that go inside of the named things. So your blog posts, videos, photos, website copy, long-form captions, designs, any of your creative work that's protected with a copyright. So just one example is your podcast name is protected with a trademark. Each episode is protected with a copyright. And the thing about copyrights, you actually have federal protection, the moment the work is created, you don't have to have a trademark or I'm sorry a copyright registration. But for trademarks, you do you actually have to have the federal registration to have federal rights?
Pualena 28:41
Brilliant. And is that content still protected under copyright law without a trademark?
Andrea 28:48
Correct. Yeah. So you don't have to have a trademark. Like, let's say you don't protect the name of your podcast with the trademark. Each episode of your podcast is still protected with a copyright.
Pualena 29:00
Perfect, excellent. If a brand is trademarked, is it required then to say I know some people have like TM in their logo? Is that? Do you recommend doing that?
Andrea 29:12
I, so, if you don't have a federal registration, you can use TM. TM means that you claim to have the right to use the name, the exclusive right to use the name, it does not mean you actually have the right seasoning. When you use the R circle symbol. You can only use that when you officially have your federal registration. And that does mean you have the exclusive right to use that name. And don't try to get slick and try to use it without the registration because if the trademark office sees it, it is federal fraud.
Pualena 29:43
Oh, snap.
Andrea 29:45
Yeah, yeah. They, yeah, I've seen and heard many horror stories on that. So…
Pualena 29:52
Dang. It’s so interesting. This stuff is so good to know. Because I think, you know, I didn't know TM you could use that, if you didn't register it like it seems very official. So yeah, thank you. That's really, really good to clarify.
Andrea 30:07
Yeah, and my, I just love intellectual property because it actually increases the value of your brand. So like I said earlier, most people think of lawsuits, and courtrooms when they hear legal or they hear of an attorney. But really, when you're in business, it's all the back, it's all on the back end, and you're trying to really create a strong foundation of your business. And the more registrations, the more intellectual property registrations you have, the more valuable your brand is. Disney is the number one licensor in the world. So, when you have a lot of intellectual property that other people find valuable, you can then create passive income by licensing and Disney, they don't actually create the movies, they don't actually do a lot of the stuff that's making them all the money, people are paying them the to then go and do that. In 2021, Disney made $56 billion dollars from licensing deals. Yeah.
Pualena 31:11
Oh, my God.
Andrea 31:14
Yeah, and Google, they have, I think their trademark portfolio is like $44 billion dollars. So all of these brands, and I'm not saying that to judge, like, I don't want that to also intimidate you. But it's just to show the potential, like when so as a small business owner, hopefully, you have an exit strategy in mind. And the more registrations you have, when you go to exit, your brand is that much more valuable. And I, so, I've been talking with because, of course, for Legalpreneur, one day I want to sell, but in doing, in helping our own clients, I've talked to several business brokers just to have more like knowledge for clients to teach them like, hey, this is actually like, where it comes into play. And a lot of online business owners are realizing, Oh, I have, you know, this big social media following, I have these, you know, assets in my business, I can actually go sell my business. And so I think we're gonna see a big shift in the coming years, where people actually are selling their businesses and that intellectual property that they did take the time to protect, that's when it's really gonna pay off.
Pualena 32:21
Brilliant. Ah, I love this so much. And thank you for making it approachable for a small business. You know, we can think, we can hear of Disney and Google and be like, okay, well, that's for them. It's not for me. Right? We start where we're at. And it can be for us as well.
Andrea 32:36
Yeah, I had one, actually, I'll give you this one example. Last year, a client came to me in, I think, like March of 2022. And we had filed her trademark a couple of years before. And she came to me in March of 2022. She like, hey, there's this other business out there is this trademark infringement. And her name will say it was ABC, but letters ABC will be the other brand. Let's say they were ABC, but instead of the letter C, it was S E. So spelled differently. sounds the same. Yes. 100% trademark infringement. So we basically, we get them shut down online, and then their attorney reaches out to us. And they want a coexistence agreement, which basically means like hey, we can exist with each other and it's not infringement. And we're like, no, like, absolutely not. And I told my client, I said, you can ask them for money, which is a license, they would be paying my client to continue using the name. And I said, but you don't have to. And she said, no, I don't want to, I did what I needed to, I don't want anybody else using the name and I said, absolutely, you're right, we can do that. So, I went back to the attorney and said, thanks, but no thanks. And then a couple of weeks later, the attorney comes back. He said, hey, and my client, she was a clothing boutique owner. She was not, nothing big, wasn't making millions of dollars, but she was doing well for herself. She was making a living like she was doing what she needed to do. And then the attorney comes back and he said, hey, we'll pay your client $25,000 to continue using the name. And I went back to my client, I was like, girlfriend. I know you said you didn't want any payment. But this is what they're offering. You can still say no, you can ask for more. Like whatever, she’s like, where do I sign?
Pualena 34:19
Really? Yeah. That’s a good
Andrea 34:22
Yeah. So, and I don't want to tell you that too so everybody thinks like, oh, eventually I'm all I'm gonna get paid $25,000 for that. That doesn't happen every day. But it happens. And a lot more times than not, whenever you find, when you find an infringer, you want, that's when you turn those people into licensees.
Pualena 34:39
Brilliant. Is the process to get trademarked difficult?
Andrea 34:47
It's not easy, and it's not short. Right now. The trademark office is taking at least 13 months from the date you file from the date you get registered.
Pualena 34:59
Wow. So start now.
Andrea 35:00
Yes, before COVID. Yes, before COVID hit, it was taking six to seven months. But when COVID hit, there were obviously a ton of layoffs. And all those people were kind of toeing the line thinking, should I do this business? Should I not? Then they all got laid off. They're like, yep, let's do it. Let's file these trademarks. Let's get protected. And so there were that many more trademark applications filed during COVID. And that's why they're still behind.
Pualena 35:25
I mean, I think that's great. In the, you know, business space. I love when people launch small businesses. So, silver lining, I guess. But yeah, thank you. That's really good to know, as well.
Andrea 35:37
Yeah, it's it. Process is 100%, figureoutable. And I would never tell you like, hey, you can't do it on your own. 100%, you can do it on your own, if you have the time to figure it out. And really, it's just figuring out okay, do I have the time, do I have more time than money to go figure this out? Or do I just want to pay the expert to go and get it done?
Pualena 35:55
For sure. Like most decisions, right?
Andrea 35:58
Yeah, exactly it.
Pualena 36:00
Brilliant. So I have like, sort of selfishly, I'd love to ask you about a scenario that I encountered maybe six months ago–
Andrea 36:06
Let’s hear it.
Pualena 36:07
Because I was baffled. And I don't even, I should check on this to see if it went away or not. But so, we design websites, and most if not all the websites that I have in my portfolio were designed, all of them were designed from scratch. So you know, I stayed with like, my artwork. And there was a service provider in a Facebook group. And somebody who was actually looking to become our clients, we've done a couple of consultations, I gave them my portfolio, and they sent me a message and they said, hey, just so you know, there's a guy in here, and he's saying he built some of the websites that you sent me. And one of the websites that he said he built was yours. And you told me you built it. So I just wanted to double-check with you. And I was like, oh, what? And so I, he sent me the screenshot at the messages. And, you know, I, I escalated it to the team, he was removed from the group. And somebody said, hey, this guy's on Fiverr. So I go on Fiverr. And I was at a girl on Fiverr. But same list, same everything. And I acted as a customer. And I was like, hi, I'm interested in your service. Could you send me a list of websites that you've designed? And they said, sure, and sent me all of my websites. And I–
Andrea 37:25
When you use the R circle symbol, you can only use that when you officially have your federal registration. And that does mean you have the exclusive right to use that name. And don't try to get slick and try to use it without the registration. Because if the trademark office sees it, it is federal fraud.
Pualena 37:41
Oh, snap. Yeah. Because I didn't have a lawyer and just try to get them to stop. And apparently, this is a very common thing. Have you come across this before? And what would your guidance be?
Andrea 37:56
So, I've heard of this happening before. And there's several claims here. One, probably most likely copyright infringement if they're literally selling the websites that you've created, to false misrepresentation, could be fraud, like all those claims, but how to handle it? Because obviously, you probably don't even want to sue this person, because if they're on Fiverr, they're probably not making that much money. So, number one, definitely reach out like you did, but you could also reach out to the actual platform to get them kicked off. And it's completely up to you what you want to do. But that is an option. If it amounts to, if it ever amounts to copyright or trademark infringement. Pretty much every online platform has a copyright and trademark takedown process. You don't have to even have an attorney to fill this, fill these forms out. But if you have a federal trademark registration, let's say somebody's infringing on your trademark on Fiverr, or Amazon, whatever it is, you just Google Fiverr trademark takedown, Amazon trademark takedown, a form is going to come up, enter all the information, and they'll remove it within a couple of days. Same thing for copyrights, but you don't have to have the copyright registration. Also copyrights, it's also known as the DMCA, the Digital Millennium Copyright Act. And all of these platforms have these forms because if not, they could be held liable for copyright or trademark infringement. Something about Facebook, how many times people are infringing on there. Facebook doesn't want to be hauled into court every single time somebody else is posting this on their website. So the courts have said, okay, abide by these rules. If you follow this, Facebook, you can't be held accountable for trademark or copyright infringement. That's why they will take it down.
Pualena 39:52
That is super good to know. You know, for myself for other designers. It's such a wild world out there and I feel like people are, not misinformed but just sort of, you don't know what you don't know and what your rights are. And, you know, I think that there's a lot of support out there that we don't know about, right? We don't, I didn't know that Fiverr might be able to offer that type of support. So thank you for sharing that. That's really helpful.
Andrea 40:21
You're welcome. Yeah, definitely check on that. See if, see if they went away.
Pualena 40:25
Like, you're selling them for 30 bucks. Like, come on. It's like a scam written all over it anyway. But anyway, yeah. Brilliant. Oh, my gosh, I feel like I could ask you a million questions. You’re fascinating. What you do is so, so needed. So, I do want to ask you, if there was anything that you were sort of hoping we'd talk about that I didn't ask you, or anything that you find helpful or useful to share on podcasts like this?
Andrea 40:59
Well, I just love to cover the core three. And then I did just come out with my book. So if you're looking for a little bit more information, definitely go look up my book, Legalpreneur: The Business Owners Guide to Legally Protecting Your Business. I cover the core three and so much more. I go into more, in more depth about actually getting the copyrights, the trademarks, how to enforce more things around that. And overall, just giving more information on how to legally protect your business, because at the end of the day, you just need the education, and then you can make the informed decision on how to get it done.
Pualena 41:32
Absolutely. Thank you so much. I'm excited to check that out. We’ll link to it in the show notes. And what is your podcast?
Andrea 41:40
It's the Legalpreneur podcast.
Pualena 41:42
Brilliant and is it the Legalpreneur on social media and your website and all that?
Andrea 41:46
It is, on Instagram, Tik Tok, definitely come hang out on Tik Tok, I'm obsessed with Tik Tok. We, I mean, I, I just have so much fun. And I think that's why so many people enjoy Tik Tok, especially as a service. I mean, as a lawyer. I mean, I can just go and have fun on Tik Tok. And I mean, you'll never find me in a suit anyway. But that I just find that I'm able to just have fun and be myself over there on Tik Tok.
Pualena 42:14
I love it. I love any business owner who's like this is this is me. This is who you get. Take it or leave it right?
Andrea 42:20
Exactly. Yeah.
Pualena 42:23
Awesome, amazing. Thank you so much. Is there any final thoughts or anything that you want to share? Links, events going on, a joke?
Andrea 42:33
I'm good. I think I'm good. My son is, my son is staring at me right now. He just got home from school. He just turned six yesterday. So, if you could give a Happy Birthday to Thomas, I think he would enjoy that
Pualena 42:48
Thomas, Happy Birthday brother.
Andrea 42:52
I embarrassed him going to school yesterday. I dropped him off in the morning. And we always listen to good music on the way to school. And he, I said what do you want to hear this morning? I said it's because he has a sister. And she was like, I don't want to hear this. I was like, no, you're not listening to anything this morning. It's Thomas's birthday. And he's like, I want to hear birthday music. I was like, I don't want to hear the happy birthday song. So, I put on 50 cent in the club–
Pualena 43:17
–and rolled the windows down.
Andrea 43:21
He was so embarrassed. He was like turn it down, pause it, Mommy. Oh my gosh, six years old and he's already embarrassed by his mom.
Pualena 43:30
You just tell him, 20 years ago if you roll down the street blasting that he'd be the coolest kid on the block. Now it’s like old music. Oh my gosh. Amazing. Well, thank you. So hey, Birthday Boy. Hi. Do you have a good birthday?
Andrea 43:54
Did you have a good birthday? Yeah.
Pualena 43:56
Do you have any words of wisdom for the crew?
Andrea 43:57
He ran away. He ran away.
Pualena 44:00
Oh my god, editor's please leave this in. It's amazing. Oh, thank you so, so much. I am. I'm so grateful to be in touch with you and to be connected. And yeah, I will. I'll send people your way for sure. Thank you.
Andrea 44:19
Thank you. I appreciate it.
Pualena 44:20
Absolutely. I'll talk to you soon.
Andrea 44:22
All righty. Have a good one.
Intro 44:24
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five-star review, and tag us on Instagram @pualena.co, for a shout-out on the next episode. And be sure to visit pualena.com, for more info. Thanks again for listening.
If you’re wondering how to get clarity in your business and decide when and how to scale, this is an episode you don’t want to miss! Jordan King and Pua dive deep into the struggles most entrepreneurs with online businesses experience, such as: How to find the right people? How to scale effectively? When to outsource and what to delegate? Jordan shares her wisdom on these topics in a clear, easy-to-digest style that will inspire you to take action in your own business today.
Jordan opens up about the valuable lessons her company has learned by serving other clients in their journeys to scale. She honestly and openly shares with Pua the valuable lessons she’s learned running multiple online businesses. You’ll also hear why it is so important to set goals and find yourself a sounding board, whether that’s business friends, personal friends, or family members.
About Jordan King
Jordan King is a serial entrepreneur - she’s founded and co-founded several businesses, and it’s been a decade since she started her first (which she has since sold). Now, as a strategic business advisor and expert on all things operations and scaling, Jordan helps female founders scale without burning out so that they can build a sustainable business that they love.
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Jordan King: website | instagram | linkedin
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Transcript:
Jordan 0:00
Having hard, difficult, uncomfortable conversations, I feel like, is something that people just need to get very comfortable with, because it does not go away in business. I feel like, if anything, the more that I grow, the more uncomfortable conversations I have to have with people. And it's not that they're necessarily uncomfortable. It's just they're direct and they're, they're honest, and they sometimes require changing the status quo, is really all that it is. But that can be uncomfortable for a lot of people.
Intro 0:32
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact-driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 1:00
I've decided there's no un-awkward way to start a podcast. It's just like a tradition.
Jordan 1:04
Yeah, I just say the same thing every single time. And then usually the guests say the same thing every single time. So it's like, whatever.
Pualena 1:12
Cause, you're like: I'm super excited. And I'm like, should I stop saying that? But I can't stop saying it because I'm always excited.
Jordan 1:19
Yeah, I say this is gonna be fun, literally every time I interview someone.
Pualena 1:24
Well, I'm excited. And I think this is gonna be fun. So it's, perfect.
Jordan 1:28
It is, and well, I'm excited too I'm happy to be here.
Pualena 1:31
Amazing. Jordan King, you are so awesome. Already. Even though we met three minutes ago. I feel like this is gonna be juicy and exciting, and selfishly, very timely for me.
Jordan 1:44
Yeah, I'm excited to dive into all the things. Let's do it.
Pualena 1:48
Let's do it. All right, I am going to ask the very predictable question of give us the short and sweet who are you? What do you do? How did you get here? All the things.
Jordan 1:59
Oh, man. Okay. All right. Yeah. So currently, I own a business called Easy Scaling, we're an agency and consultancy. And we started as an agency, we're all we're a baby business, I like to say because we're only about a year and a half old. We're a baby business. We've only been around for about a year and a half. And this is my third business though. So I'm, I had a business an online business for over a decade, one business or another. And I've sold a business and this Easy Scaling businesses like my baby, it's my most favorite business, it's by far the most successful, totally aligned all of the things. And I think that's a big part of why we've grown so fast. And what we do is done-for-you execution for business owners, online business owners, coaches, course creators, service providers, those types of businesses we do done-for-you execution paired with really deep in the weeds effective strategy. So kind of this unique combination of coaching, consulting, but also done-for-you work.
Pualena 3:08
Oh my gosh, that's amazing. What were your other businesses? I'm curious.
Jordan 3:12
Yeah, my first business all of my two previous businesses, I started by accident. My first one I started with my mom, it was in college and scholarship prep, totally fell into that on accident just based on what where I was in my life, what was going on unique kind of like perfect storm of experience that birth to that business. And then my second business, very similar story, I co-founded with a very, very good friend of mine, just out of this need for support and community in female entrepreneurship. And so we started a business that did in person masterminds, and then evolved into the online space to do group programs and masterminds and that type of stuff as well.
Pualena 3:55
Brilliant. Oh, I love it. And so now you're doing sort of consulting, strategy and execution of... Yeah, what do you execute for your clients?
Jordan 4:07
Everything. So this is, yeah, it's it's kind of, it's very unique, and came from the fact that I had these two businesses, previously, where I was, since I was a co founder, I was the person showing up as the integrator, if anyone's heard of like a visionary and an integrator, I, I feel like I'm pretty like pretty much in the middle and that I have tendencies on both sides. But because my co-founders were very much idea people, I kind of got automatically slotted into being the integrator. So the person that was in the weeds doing the details, doing the implementation of the ideas, and through that and through the other experiences working with other business owners, it was, became very, very, very clear to me that not a lot of people can do both, like most business owners are idea people, they're visionaries, they, they want to do their craft, they want to do their thing. And the actual execution of their ideas is the gap. That is the gap for most business owners. And most of us are going out trying to find like, piecemeal a team together with contractors and this and like a little, maybe a VA, do I need a generalist? Well, I need to hire this person for copy. And it's like a total mess. It's an absolute mess. I'm just like, well, I can just do like pretty much all of this stuff myself, and I can hire a team that can do it. And so when I say we grew fast, I mean, we had a team of over a dozen people within 30 days. And, and yeah, so we have about 20 people on our team. Now I'm at a year and a half with, well, we have four employees right now. And then the rest are contractors. And so we do we do it all we do design, we do tech, we do admin, we do copy, marketing, strategy, operations, strategy, SOPs, I mean, literally anything that you can think of we can do.
Pualena 6:05
Oh, my gosh, this is gonna be really exciting. This is, I am so curious how. So, as a business owner who works with other business owners, I totally resonate with that description of like, you're wearing all the hats, and you are really trying to, you want to provide the service that you started out this business to provide. And yet we get stuck in all wearing these all these other hats that we have no experience with expertise with? And so you sort of step in and become all of the people that that business owner doesn't need to be anymore?
Jordan 6:44
Yeah.
Pualena 6:45
Logistically, how do you pull that off with a team of people? So I imagine your team may be serving multiple clients, and some of these things, I imagine, you'd need to have a little bit of a deep understanding of that business of their culture, the language, the you know, like all the things. So curious how, how do you work with your clients to learn about their business and sort of their mission and their heart behind it and then execute in that way? Because I, I have a feeling that's a very, that's important to you, as the owner of this agency?
Jordan 7:22
Yeah, for sure. So this man, we're gonna get into it. So I know, I alluded to this, when we, before we even started recording that we're actually shrinking the agency side of what we do and focusing more on the consultancy, specifically for this reason. So in the first year, we grew very fast. And it got to the point where I was like, wow, okay, this is like, a lot of clients to be juggling. But our service is very needed, we don't have to work very hard to find clients. Because what we do is so unique, and it is so valuable, that it's if I wanted a new client tomorrow, I could take them on our problem, our number one problem that we have experienced, as we've grown, has been how to actually do client delivery and how to increase our capacity, and to stay at a level that we feel good about in terms of like quality and attention and all of that. So that has been the biggest barrier to continued growth. I mean, we could exponentially grow our revenue, but then our product would suffer. So that has been the the thing that we've been trying to figure out. And in the first year, I very much thought like, okay, we're gonna grow a big agency. And I just need to create the right organizational structure, and take me out of certain pieces that will allow us to serve more clients. And it turns out, I don't really like that model. And it's very difficult. And cashflow is like the biggest problem. So cash flow, and just the orchestration of everything. It's very complicated. And I'm not saying I'm not going to maybe come back around to that at some point. But for right now, where I'm at in my life, it was just too much of a logistical headache for me to deal with. So we did get to a point where we were serving 15, or 20, agency clients, it's just too many. Because really, what makes what we do unique is that super high touch strategy paired with the execution. So what we did is we tried to just do just offer the execution and take me out of strategy completely and say, hey, we have this new offer. It's just team execution. But you've got to figure out how to use your hours and how to use your time with us. It just didn't work. The value wasn't there, because people can go do that elsewhere. You know, and it's it for the price point. It doesn't make sense for people to work with us that way. So we're shrinking the agency and we only have five spots for our retainer clients, which is like the deep in the weeds with me and the lots of execution. Everyone else we work with this is a mastermind style. So way less execution, but I can still be doing in the weeds strategy with them.
Pualena 10:10
That's so brilliant. And I love so much like throughout our conversation already. You've so graciously talked about shifting and adjusting and sort of pivoting as things come up. You never said this out loud, but you did close two businesses. And that is not something that we often see, you know, a lot of times people say, Oh, this business failed, or you know, it didn't work out. And you never said that you said, because of those businesses, you got to create what you have now, because of the challenges that you went through as an agency, you're getting to create something that sounds like it will become, you know, it'll offer more value, it will be a better option than what you thought you could create and scale, you know, six months ago. So thank you for just so honestly, and openly sharing about that. And I think it's really valuable to hear about, you know, those those pivots and shifts and people's journeys.
Jordan 11:12
Yeah, honestly, that's like, if I had to say, if I had like to have a catchphrase or something in about business, it would be like, take messy action and experiment like that is all that business is, that's what both of my first businesses were. That's how I look at everything that I do in my business, everything that I actually take action on every decision that I make every idea that I have, it's all an experiment, and I love to talk about failure. And I love that you you touched on like these two previous businesses, because I did sell one of them, which to me feels like a success. Even regardless of like, I don't feel like I made so much money that it like made all the time worth it. But like if you just were to look at it in terms of like time and money. But that feels like quite a success, just because that's where I learned about online business. Like I literally didn't know a thing about online business. When I started that first one, I didn't know what a freebie was, I don't even know what an email list was like I was 23 years old, very basic understanding of business, let alone the online space. And so that was like my heart knock MBA for sure. And then to get to sell, it was really, really cool. A cool way to like put a bow on that experience. My second business. And again, these are both, like co founded businesses, which I think a lot of people have, if you've been in that experience, a lot of people have a bad experience with having a partner. I'm very fortunate that both of my businesses wrapped up, my partnerships wrapped up quite well. One was with my mom, I love my mom, she's still my mom, that's good. That that worked out. The other ones with my friend who was still a friend and and what worked out there is that we were actually able to split that business in half. And she was able to take the stuff that she really loved and wanted to run with and I was able to take a lot of like super nerdy, intellectual property, templates, SOPs, and I actually use a lot of that stuff in my current business with my current clients. So again, like it just it kind of perfectly segwayed me into what I do now.
Pualena 13:16
I love that. So so much. I know, almost parallel experience with a friend and a business partner. And it was a very, you know, mutually beneficial dissolving of the business. And she continued to do the parts that she loved, I continued to do the parts that I loved. So you know, partnerships, I think people are often afraid to enter into them, because there are so many horror stories. Yeah, those are also true. Like, it's possible. But it is also possible to go into business with a friend, it's possible to go into business with a family member and for it to have a really great outcome. So yeah, thank you for sharing that too. Yeah, that's awesome.
Jordan 13:58
Totally.
Pualena 13:59
So, on that note of growing and scaling and learning and sort of figuring out what you do like and what you want to do in your business, and what maybe you don't like what you don't want to do what maybe you have to or you could outsource, let's get into a little bit of like delegating and outsourcing. Because this is something that sounds like a great idea on paper and makes a ton of sense. And when we start doing it a lot of times it's like, oh, okay, I'm probably just gonna take that back on or it's way too much work to like Teach this person how to do this. I'm just gonna do it myself. And there has to be a good way.
Jordan 14:41
Yeah, yeah. This is a massive can of worms that we all screw up. Even I screw up. Everyone is screwing this up all the time. Every day, all of us like no one's got this right. So it's tough. It is really tough. And I think I think there's a couple of things that usually have Begin with outsourcing and delegation, one that I see a lot is that we outsource things, before we know that they're actually providing any kind of value to our business. So this, this is a lot of that like busy work type stuff that we're like, I just don't have time to do it, like, I'll just outsource at all have so and so go, you know, organize this stuff or post in these Facebook groups, or like there's a million things that you can outsource. But usually, we haven't taken the time to really think through okay, what are the actual critical tasks in my business? What is moving the needle? And then if it's something that should be done by me, or is it something that can be done by someone else? And just that kind of like simple frame, asking yourself that kind of like two part question can be really enlightening and help you figure out if it's something to outsource at all? And then if so, who needs to who actually needs to do it?
Pualena 15:59
I love that so much. Because the part of this we often forget about is that outsourcing will cost you money. Yeah, if that thing isn't making you money, or at least playing a part in the trajectory of growing your business. We shouldn't be spending money on it necessarily, right?
Jordan 16:16
Yeah. Yeah. And not even just making you money? Because this? Yes. Let's think about our income producing activities. First, let's think about what's moving the needle. What are our critical tasks that have to get done regardless, but but even separate from like, making more money? What are your actual problems that you're needing to solve? So a great example of this as we were getting ready to hire very recently, we put out a job posting, we were gonna hire for this marketing and operations assistant, I was super excited. There was a ton of stuff on this list. And this is like my expertise, right? So I should know if I'm doing it right or not? No, no, no, you can fool yourself too. So I made this whole job description, we posted that we had over 300 applicants, we whittled it down, we got to like five, we did interviews, I was like, Okay, great. We're gonna pick someone. And then I really got to thinking partly because I've got a lot going on in my life. Right now I'm moving. There's like a lot of stuff shifting and changing. And I had this moment of clarity of like, okay, what are my actual problems? Like, why am I hiring this person? And what are they going to do to make my life easier and my business better, and ultimately decided that it didn't even make sense to hire them right now, we'll come back to it in a few months to think about if we want to bring them on, because a lot of their job was going to be like marketing focused activities, visibility focused activities, which fantastic, yeah, we all need that. I don't need that right now. Because again, like my, my number one problem is making sure that my business is operating smoothly, and we can increase capacity. If a new client came to us for our agency, we can't even take them on, you know, so why am I doing why am I paying someone and spending my time to train them to do things that actually aren't going to solve any of my problems? My problems aren't clients, my problems are like my time. So I need someone to help me with that. And I have team members who can do that already. So you know, just getting really clear on like, what the purpose is, before you're doing before you take action and do the thing.
Pualena 18:22
That's brilliant. I love that. And it sounds like, you know, we've all been in that space where the problem may not be clear, and we just feel overwhelmed. And we're like, I'm just gonna find somebody to help me. Yeah, and we go ahead, and we just we find somebody to, to help you without really identifying what kind of help you need. And the help that we need in the moment may not actually be the help that we want to put the time and effort into training and implementing and hiring. Right. It's sort of, two different things.
Jordan 18:57
Yeah, for sure. It definitely, it definitely takes more thought, I think then people realize, because this is a lot of the not fun stuff is like, Okay, well, what is moving the needle in your business? Do you know, you might not know? And what does it require for you to know probably some, like gathering of data, like some really not fun stuff that visionary CEOs do not want to do. You know, they they're just like, No, I just want to roll out this new idea, or I just want to do this thing, or I just don't want to think about it. Or I just talked to somebody this week, who was like, I think she said, like $20 or $30,000 that she spent on implementing new systems and her business because somebody told her that that was like the thing that was going to allow, yes, if all you're telling them is like I have X problem, oh, well, then maybe this platform is a perfect solution to that problem. But what you don't realize is how much time energy and effort is going to be required to roll that out. And it's being done in a way that's again, very piecemealed instead of holistically Looking at your business? What is your entire business need not this one problem, because maybe we can solve that a different way. Or maybe it's actually not the biggest problem. Like there's just all of these really higher level strategic questions that people should be asking or having someone that they can ask, so that they can make sure that their decisions are actually going to get them closer to their goals, instead of just looking like a nice shiny solution in the moment.
Pualena 20:28
Absolutely. And for business owners who are out there solopreneurs, no business partner no sort of sounding board. What advice do you have for who they could reach out to to ask those kinds of questions?
Jordan 20:41
Yeah, get a sounding board, you have to have a sounding board, like no one can do this entrepreneurship thing in a vacuum in isolation is absolutely not possible. My husband is my number one sounding board, I run everything through him, not necessarily because he knows much about business, he is very smart, but more so that I can like hear the question back to me and like talk it out with him. Because that's how I process. I process information. And I strategize and I think through things and I get clarity, by talking it through. So figure out what that is for you. You could maybe be your own sounding board. If you'd like to journal. I hate that. So I'm never going to do it. But there are ways to hack that if you don't have money for a coach, like I have always had coaches, I still have coaches. I think having people in your life like that, who can who can help you process things and get clear on your goals is really important. But everyone's in a different situation. You know, and everyone has a different budget for those types of things. It could be a friend, it could be a peer, I have a lot of people that I lean on who are peers in this space, who are also running successful businesses that I will Voxer or WhatsApp and be like, hey, what do you think about this idea? Is this crazy? Is this a distraction? Should I be working on this? You know, so just find people who can support you. It doesn't have to be something always that you pay for.
Pualena 21:59
Brilliant. I love that. It's so valuable to to just get an outsider's perspective. Maybe it's somebody who has no idea what you're up to. And, you know, we're so close to our own business and our own challenges in day to day activities, that it's really difficult to see what's right in front of us sometimes. So I love that advice.
Jordan 22:20
Yeah, totally. Yeah, that's why I like my husband's opinion, because he's usually like, this isn't normal in any other space. Okay, that's like, kind of an interesting thing to think about. Like, I need to zoom out a little bit further sometimes.
Pualena 22:33
For sure, for sure. So I am, I'm really curious what your take is on. I guess what what tips do you have like top three tips that you have for hiring well, and three, I guess it doesn't have to be three, a couple of sort of hiring and or firing mistakes that you've made and learned from these, this is such a doozy, especially for people who may have come from corporate positions where they weren't, they've never hired or fired before. And it can be very, we can make a lot of mistakes, and it can be really scary.
Jordan 23:15
Yeah, yeah, for sure. So I have kind of covered like the prereq here to to hiring, which is Get clear on what you actually need in your business. And there's a lot of steps to that, like, get some data really assess I'm I'm big on annual planning, I'm big on quarterly planning, and like reviewing data, reviewing metrics, and thinking through what are your actual problems? What are your goals? How are we going to get there, that type of strategy and planning will give you the clarity that you need to figure out what you actually need to hire for. Once you actually are there and you have the clarity and you're ready to hire. That to me is more just like a process that has to be gone through Right? Like it doesn't take necessarily as much thought. So posting a job depending on what kind of industry you're in. If you're if you're looking for a contractor, someone just part time like a VA or someone to write your copy or you know, something on a contract basis. I love just asking my network or posting in Facebook groups. That's where I've found almost all of my contractors that are on my team, and referrals and Facebook groups. I think that probably is literally the only two places I've ever looked for contractors. And that works great for the online space because there's lots of amazing people. I personally again like to talk things through with people. So I voice DM back and forth and just kind of vibe check gut check how I feel about this person. And then I always test people out. So not like a free test or anything but I the way that I grew my agency so quickly, my agency team is that I said I'm going to pay you package of hours. So like five hours up front, and we're gonna work on projects, and then we'll assess when we run out of hours, if we want to get more hours. Now all of my team is on payroll, and we, you know, just automatically pay them every two weeks. But when I'm vetting someone, I always do it that way, five hours upfront, we're going to get work done, I'm not going to get locked into a monthly contract, I don't do anything like that. Because it just gets, it gets messy. And you may find out in you know, 30 days, 45 days, 60 days, that that's actually not what you need. Or maybe they're not a good fit, that all kinds of things. So that's how I like to typically do it.
Pualena 25:39
Brilliant. And when it comes to let's say, somebody was not a great fit, how do you approach that conversation? Because that can be that can be dicey and scary for people too.
Jordan 25:51
Yeah, I, having hard, difficult, uncomfortable conversations, I feel like is something that people just need to get very comfortable with, because it does not go away in business. I feel like if anything, the more that I grow, the more uncomfortable conversations I have to have with people. And it's not that they're necessarily uncomfortable. It's just, they're direct. And they're, they're honest. And they, they sometimes require changing the status quo is really all that it is. But that can be uncomfortable for a lot of people. So in terms of how I approach it, I take a very direct, honest approach, I usually just tell people, I just recently had to fire someone this week. And it was like, Hey, not not on my team. Very fortunate that for the most part, I've had really good luck with team members. But I can dive into letting team members go, I've definitely done that. But I let go of like a third party contractor who was working on some things for me, that's not part of my team. And like, hey, this just, this is just isn't working. And, you know, here are the things that I was kind of looking for. And I don't really feel like I'm getting that. And so, you know, I'm not going to be able to move forward with a new contract. It's just very direct. And it's it's not anything that is, you know, I guess like, it's not anything that is telling them that they're doing anything wrong. And typically, it's usually just not the right fit, like they have their way of doing it. I have my needs that I would like met for a certain amount of money. And if that doesn't match up, it's just not a good fit. And that's okay.
Pualena 27:32
Absolutely. Yeah. I love that. And I think it's a I chatted with somebody in a previous interview. And the longer we let those misfits in our business sort of linger. The messier it gets, the harder the conversations get. You know, it's I love the direct, honest approach. And even hearing that right, you're like, Oh, cool. All right. Well, I'll try that next time. And I imagine it's, it's still difficult. It's still uncomfortable. But it's the best case scenario, right? Like the best way to approach it. Oh, yeah.
Jordan 28:09
Yeah, for sure. Definitely. Don't let it linger. And usually, like, trust your gut, like I very much go off of my gut. And so if I get if I get any kind of weird inklings, because I talk a lot about firing clients, because I have had to do that. Because again, what we do is like, very energy intensive from our side. And so we are very particular about the types of clients that we work with. And we like to feel appreciated. And I feel like we have the right to want to feel appreciated. And so when we've gotten to a couple of situations where it was like, This just doesn't feel good for us, you know, like, on paper, yeah, maybe it's working like transactionally, but we're not happy on our end, you know, and it's maybe causing additional stress or headaches or whatever. And it's usually just, hey, I'm sorry, this isn't working out for us, we wish you the best of luck, here's the contract language, here's what's gonna happen next, and we're gonna refund you and this is what like, it's just very matter of fact, and very, like rooted in contracts or rooted in you know, honesty and again, like I've had to, I've had to deal with people who even though it's not about them as a person, it's it's pretty common for people to take it that way regardless of how you're delivering the information to them and the reason behind it, because it's just kind of like it's crappy to be on the other side of that and I get it so sometimes you have to deal with people reacting in a less than optimal way like getting upset, getting angry and it just, you just have to stay the course with keep things very professional keep things very short, don't get tricked into like explaining things and like showing no no no, don't, don't go down that rabbit hole. Keep it contractual. Keep it like very simple. And that's the best way to get it over with as quickly as possible.
Pualena 30:06
Yeah, that's great advice. And I'm hearing an underlying tone of like, have contracts. Right?
Jordan 30:14
Oh my gosh. Yes. Yes, for sure. Yeah, no, that is i, this is, again, like the first business that I feel like I've like had all my stuff together, I'm very aligned, it was very intentional. And I immediately had contracts. Because partly because what we sell is very high ticket, you know, some of our clients pay us $4000, $5,000 or five $6,000 a month. So it's a lot of money exchanging hands. And so to feel comfortable about that I personally needed to feel like I had everything buttoned up, and that I was protected and that all my ducks are in a row. And I have dealt with some not legal situations, but like some financial situations with like, chargebacks. And like weird things like that, that I am covered for in my contract. And it's just, there's a lot of peace of mind and confidence that comes with knowing that you're legally protected for sure.
Pualena 31:10
Absolutely. And then in difficult situations. It's it's such a good tool to say like, thank you so much, I'm actually going to just share with you what you signed.
Jordan 31:21
Yeah. Yeah.
Pualena 31:25
Absolutely. Brilliant. Thank you. I know, that was a little bit of a like, I feel like it has to be covered, because people out there are struggling with it. But let's raise the vibe a little bit and talk about scaling. Because that's really what we, I mean, that seems to be something that you truly enjoy to talk about the strategy of scaling. And I think most business owners are interested in the idea of scaling your business. And all of these factors that come into play. There's a lot of we work with a lot of coaches, consultants, and people who are doing a lot of one to one work. So in that world, scaling often looks like creating a group program or reading a, you know, a membership or a mastermind. And yet, I know there are so many other options. And I'm really curious sort of what, what you have to share just generally with people, because I know this is your business, people pay you to do this. So don't feel like you have to give away all the secrets. But let's let's just chat about scaling and why you think businesses should or maybe should not start to scale and what to look for. And yeah, let's dig in.
Jordan 32:37
Well, first of all, there are no secrets like, like, you can have it all whatever you want to ask me, I only answered there, there really is no secret to this. It's. And I think that's partly because it's so individualized. And everyone's everyone's definition of scaling even is so different. Like what does that mean? What like to a million to 10 million to 500,000? To 200,000? Like, what does that mean to you? What are you actually trying to get to what type of business business are you trying to grow? And what do you want your work and your life to look like? It? That's why there is no answer, like I am a huge fan of group programs for most of my clients, because most of my clients have very similar goals and very similar business structures. So stacking on a group program, like even the example I gave, adding on a mastermind that includes done for you execution was the no brainer thing for us to add on. Because I can do strategy in a group setting. And I like working in a group setting. And so that made the most sense, because we didn't want to go the the agency route to scale like there. There are a lot of options, but it really depends more on what you're actually trying to get out.
Pualena 33:56
Absolutely. That's great. And I think it's, it becomes that thing that we're supposed to scale, and that we're supposed to scale in a certain way, and really thinking about what your business looks like, and more importantly, what you want to be doing. Right. Like, as a business owner, how do I want to be spending my time and let that guide the scaling conversation? Yeah, that's really brilliant.
Jordan 34:21
Yeah, for sure. Oh... Yeah. Go ahead.
Pualena 34:25
What would you say are some steps that business owners might start to take? If they are thinking about scaling, they have a good idea of the direction that they want to go their financial goals? Where would you recommend they start when they're thinking about sort of approaching this this phase of scaling their business?
Jordan 34:46
Yeah, so it would probably depend on if they feel like they have their product suite defined, and it's just a matter of like getting clients into that new structure that's going to support scaling their business? Or if they're like, I just have one on one clients, and I don't know what to do like, those are two very different situations. It also depends on how buttoned up the operation side of their businesses, how buttoned up. Are your systems? Like, do you have a team? Do you have support? So like, there's these very big buckets of business that depending on where you're at, and each of those is going to determine what you actually need to focus on, I would say, definitely doing planning. So if you, you know, okay, here's my goal, I want to scale to a million, and I want to work X amount of, of hours per week, I want to be have this like percent profitability, whatever, like, have some goals like that, and then back into what is your product suite need to look like to even get there? This is, I think, sounds really basic and easy. But it's actually not. And you wouldn't be surprised at how many people skip this step. So they think, oh, I'll just launch a membership for $50 a month. And then that's how I'm going to scale. But they don't actually look at the numbers of okay, well, then how many people are going to we're going to need to get to into that membership. What do we think is like an appropriate retention rate, because it's not just a matter of saying, oh, I need 100 People in this one thing, and that's going to get me to this goal? Well, that's not going to stay static forever. It's definitely not even get to stay static for a year. So like, all of these different components of like, how is the money actually going to come to you to get you to your goal. I see clients all the time, who will say this is my program that I'm working on, I just need to sell I'm like, okay, but you could literally sell one one on one spot for the same amount of money that it's going to take you to get 150 people into this other offer, which is fine. But just know that like, sometimes it takes just as much effort to sell, like 150 things as it does to sell one thing. So like, it's very, it's very nuanced. So mapping out your product suite, and how you're actually going to get there with your current price points. Usually, people's prices need to go up which nobody like wants to hear no one wants to do it. Most of the people that I work with are very heart centered. They're very, you know, honesty and integrity and ethics are like very important to them. But usually, they go too far on the pricing side and they underprice all of their programs. So that's something to keep in mind too.
Pualena 37:39
Brilliant. Yeah. I love that. And you did mention system. I have a feeling there's another dirty three little three letter acronym is very important. So I'm curious, you mentioned that, you know, experimentation is really important and just taking action, trying new things. How does that play into creating SOPs? Editing SOPs, organizing your SOPs, and creating those systems to scale?
Jordan 38:10
Yeah, yeah. So again, what is like, what is like ideal, or what you would do in a perfect world isn't usually totally applicable to what is actually happening in real life and businesses. So for a typical client, what I usually see is that they get to the point where they're ready to scale, they're ready to tighten things up, they're ready to bring on more clients and grow. And they don't usually have SOPs, or they don't have thorough, detailed, you know, finalized SOPs. And so that's okay. Because what I don't want is for people listening to this, who have bigger problems, like maybe they haven't met their revenue goal, or I don't know, they really frankly, just need more clients. I don't want them to spend their valuable time writing perfect SOPs. That does not make sense, do not do that. Especially if you're not thinking of hiring anytime soon. Well, then who's the SOP for you? I mean, you could, you could, but realistically, that's probably not going to be a good use of your time. If it is going to be a good use of your time to create the SOP to make a process that you're doing every day or every week. Easier for you. That's different. But typically, that's not going to be a good use of your time at that stage in business. Once you are to the stage in business where you're like, Okay, I've got I've like, jotted some things down. But like some things I don't I don't know, and I need someone else to do them or maybe you hired someone and they didn't document all of the things that they're doing and now you need to know how to do it or you need to bring someone on new. That's when we need to talk about SOPs, it because really SOPs are For the person who's doing the task, SOPs or standard operating procedures, they are like recipes to how to do something. They're only important to the person doing the thing. So if you as the business owner are not doing them or not is not a you're not doing the task, then you probably don't care what the SOP looks like you care that the task is getting done, and it's getting done well, and it's getting done consistently. And that it's like serving the ultimate purpose it needs to serve. So that's the purpose of the SOP. And it only matters if you're bringing someone else on or you're wanting to optimize how it's done, and you need to actually see how it's done.
Pualena 40:37
That makes sense. Yes, absolutely. And I think that relieves a lot of pressure from people who are like, I should be doing SOPs.
Jordan 40:45
No, no like almost all of the SOPs that that we do for our clients, or even internally, it's like, okay, in the moment, Hey, we should make sure that we're documenting this, or if we didn't document it, it's like, okay, well, next time we do that, let's just record a loom, and then we can jot that down into like a checklist or, again, like, we can go super down the rabbit hole of SOPs and how I think about those and the different forms they can take. But ultimately, like, just keep it simple. You're not building a manual that you're going to print out and put in a binder, you're building something that's meant to be effective for you. So just keep that in mind. It should serve a purpose, not just be a pretty Google Doc or something like that.
Pualena 41:28
Yeah, I love it. I love that you just keep it real across the board, like, what do you really need? What do you really want? Right? Like, look at those first,
Jordan 41:39
I love Yeah, I just I don't know, I get frustrated sometimes with this space, because I feel like we're constantly getting told how we need to do things and what we need to do. And you know, there's this one perfect thing that you're not like, I just it's frustrating, because it's just not true for the most part. And there's a million ways to do all of this stuff. And none of it has to be perfect to get to the next level that you're trying to get to. So I just really want people to keep their head down and focus on the stuff that's actually working for them and not get distracted by all of these other people, including me who are trying to like sell you things, right. And like, that doesn't mean there's not value in it. But there's not value in it for everyone all the time.
Pualena 42:23
Absolutely. So brilliant. Oh my gosh. Okay, so if we could choose one thing from this list, because I think we could talk forever, truly. But I, I would love to touch on just one. One more point. And I'll leave it up to you, whatever is exciting for you that you're like, I hope she asks me about this. Let's let's dive in.
Jordan 42:46
Oh, okay. Um, I think if we were to talk about one more thing that we hadn't talked about, it would be planning. So quarterly planning, 90 day planning in particular, I think is really, really important. I love annual planning. And I do that with my clients, we've got templates for that we have, you know, all these things. I'm a big fan of it. But I think for most people, annual planning is like really intimidating, because that's a long time. And most online businesses, especially new online businesses are evolving very, very quickly. And we're in the experimental phase, if you're, if your business has been around for less than five to seven years, you're in the experimental phase, you just are even businesses that have been around for longer than that in the online space. I feel like you're still experimenting with things as the industry changes so quickly. But you don't have to create an annual plan that you're going to stick to to a tee and like know that everything's gonna happen on that list. But having some clarity about like, bigger picture, broader goals of what are you trying to do this year? What are your revenue goals? What are your priority focuses? How are you going to get there? So like, for me, visibility, marketing, those types of things, I do know, move the needle on getting clients. I also know that that's not my biggest problem, right? So like some of my goals this year, are more focused on simplification, optimizing the team that we already have, optimizing my own personal schedule and the things that I'm working on simplifying our processes. So like we have a podcast, we have a very elaborate production schedule for our podcasts and elaborate behind the scenes, like tech list of tasks of all of the things that we do we have a lot of people involved in that. This year. We're simplifying that because we just it just doesn't always makes sense to have that complicated of a project happening all the time. Because maybe it's moving the needle. Maybe it's not I've decided that there's a simpler way to do my podcast that still serves the ultimate purpose and saves me time. So like, just getting clear on your focus for the year, generally your priorities for the year generally, and then using that clarity to do quarterly planning, because almost all of us can make a plan for three months and stick to it. You know, that's how long you need to stick to any new project. Anyway, bare minimum is something around 90 days, unless there's like a glaringly like it big, huge issue with it. And you're like, actually, I don't want to do this at all, that's fine, you can change your mind. But usually 90 days is about how long you need to be sticking to any one project. So big picture context, annual context and turning that into a manageable list of projects that you can actually tackle. And I like to have a monthly focus. So each month, like really, what's your priority for the month, so that if nothing else gets done, and you only got done this one thing? What would that be that your month would still feel like a success. So again, making it work for you not making it super complicated, just like keeping you on track so that you know you're chipping away and getting closer to your goal.
Pualena 46:07
I love that you have such a gift of taking things that may feel very intimidating and heavy and you just bring so much lightness to it. And again, just realness. Like, yeah, an annual goal is or an annual plan is really important. It doesn't mean you have to stick to every little bit of it. But creating the plan is an important process. Yeah, yeah.
Jordan 46:32
Yeah, for sure. It's more about the clarity than like the gut check. Like you should be gut checking every decision that you're making against like your bigger priorities and goals. For sure.
Pualena 46:42
I love that so much. You are incredible. I'm feel so lucky that we got to chat. I see. We need to stop doing that. It's me. I got to chat with you today. And yeah, if if people are looking for more Jordan, how do they find you and connect with you and and learn more about what you have going on?
Jordan 47:01
Yeah, easiest way is just to go to easyscaling.com. That's my website. And then Instagram is where I hang out. My Instagram is on there. It's Jordan Shonda King. I won't spell it. You can find it on my website. So go go to my Instagram. Hang out with me there DM me. We can chat.
Pualena 47:17
For aliens. We will link to all of that in the show notes. And yeah, thank you so much for being here. This was super valuable. I really appreciate your time. Thanks.
Jordan 47:26
This was really fun. I appreciate it. Yay.
Intro 47:30
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five-star review, and tag us on Instagram @pualena.co, for a shout-out on the next episode. And be sure to visit pualena.com, for more info. Thanks again for listening.
Pualena chats with Nolan & Jamie Hong of Pop! Creative Media about their video business, working together as business partners and spouses, following their passions to give back to their community. Nolan and Jamie openly share the perks and challenges of running a business together, including how to decide which ideas to prioritize and pursue and which to abandon. Their authenticity and big hearts will inspire you to follow your passions and give back to your community.
In addition to discussing their own dynamic partnership, Nolan, Jamie, and Pua discuss how any business partnership can struggle to balance the pressure and workload of the visionary vs. the technician. Their tips can help you find that balance which is essential for long-term success. You’ll also get to hear how they started their legacy video projects, creating invaluable memories families can treasure forever.
About Nolan & Jamie Hong
Jamie and Nolan Hong are a husband and wife duo who own a video production company that focuses on helping nonprofits share their stories and who they are through long format videos on their websites and social media platforms. They also produce virtual events and fundraisers and run easypeasyvideoschool.com, an online resource that shows nonprofits how to produce their own videos in ways that are easy to do and affordable.
Resources:
Pop! Creative Media
Easy Peasy Video School
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Nolan & Jamie Hong: website | facebook | youtube | instagram
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Transcript:
Nolan 0:00
For me to know that we were able to get their authentic stories and have them feel like it was an opportunity where they can authentically tell their truths and their stories is what I feel so excited about. And so when we were like, we could do the same thing for these families who wants to capture the stories of their loved one of their kupuna, of their parents or grandparents that we just thought this is a perfect service for people.
Intro 0:28
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact-driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 0:57
So, Hey! I cannot believe this is happening. I'm so excited. You are two of my favourite humans on the planet. And one of my favourite four-legged creatures, too.
Nolan 1:11
That’s the dog, that's Emmet.
Pualena 1:13
Emmet, Jamie and Nolan Hong.
Nolan 1:16
Hello. Just so you know, you're saying you didn't know how to start this thing off and not be awkward. And I also don't know how to respond and not be awkward. So, hey, what's going on? Takes me a little while to warm up here.
Pualena 1:32
Me too. I also forgot to look at you here. So you know, we're just we're just rolling with it. So thank you, thank you for being here. And I, I really, I love you guys so much. And you do so much. And so I'm having like my mental state of trying to organize this. What everything that I want to talk about and all the questions that I want to ask you. I mean, this the real solution to that is like me having something written down, but I don't so…
Nolan 2:03
This is why we get along so, cause we are cut from the same cloth.
Pualena 2:08
I hope people listening you're like, Oh, this is so endearing. And not like oh, this is so irritating. Forget it.
Nolan 2:14
It’s just an unorganized mess. Click, stop. Guy’s don’t go. It’ll get good. We try, we promise.
Pualena 2:20
Maybe just skip ahead like four minutes. Amazing. Well, I think it's so cool. How we met. And sometimes I forget how we met because our paths have crossed in so many ways in so many places. And this is a great week for us to revisit. Yeah. How did we meet?
Nolan 2:41
Yeah. If anything, if anything, we should have met so many times prior? Because we have had such like parallel lives. And it's almost like we were a step behind each other because the we've, we've been in the same circles and places just not at the same time. And so but say four years ago,
Jamie 3:02
I don't know when that happened. Do you remember what year it was?
Pualena 3:06
I want to say it was 2018 or 19?
Nolan 3:12
Okay, yeah. So four years ago, around?
Pualena 3:16
Yeah, I mean, the last three years are kind of not real. But uh, we, we finally our paths crossed and merged. When we were both working on a project for a friend of a friend of ours that I don't know how much we could say about, but it's like this big production thing. And it was in its building processes and it’s creative process. And oh–
Jamie 3:43
They have an Instagram account. So that means it's public, right?
Pualena 3:48
Yeah. I mean, people always tell me not to post. But then the Instagram shows it.
Jamie 3:55
Yeah that’s why I just shared their Instagram picture. Because I don't know what I'm allowed to say. But it's theirs. And it's not like a private one.
Pualena 4:05
When you have laws on right, a few years ago, and she shared a bunch. You know what, though? Let's just play it safe. And we’ll do round two.
Nolan 4:14
The point is it's it was a show that was in its production phase like creation phase, and you happen to be dancing Hula for it, and we happen to be filming some behind-the-scenes documentary footage for it. And the whole time, we never actually met but we would like catch each other. We smile like we knew each other and stuff. And then it turns out at the like one of the little cast party at the end. Roz, our friend Roz introduced us and she is you won't believe this, but this is Paula and she just listened to your podcast. I know her from her podcast and you like we've told her kind of expand girly now. Oh my gosh, it's such an honor to meet you. It's an honor to meet you. Talking to a mirror. We're like pointing at each other, like you, no you.
Pualena 5:03
Oh my gosh, that's right. So we did one reading where I didn't interact with you guys at all. But we just like waved. And someone was like, well, those are the those are the videographers. It's like, whoa, that's awesome. And then I, I sort of like, e stalked you in a non-creepy way. Listen to a bunch of your podcast episodes. And I remember as I was like, is that Nolan Hong? Jamie? And Roz was like, I'll introduce you. I was like, no, no, no. Yeah, and then we had dinner. And then I feel like we've known each other for many lifetimes now that we've gotten over that.
Nolan 5:41
Yeah. Like we've we've been fortunate where we got to work with each other on other kinds of projects and such. And we, again, like we had those similar circles and groups, and then we've kind of they start to come back together again to it's so cool. It's been awesome.
Pualena 6:01
Totally. I feel like it's still happening. Like, I'll see. You've had, you had like my business coach, on your podcast, you had one of my clients on your podcast, and I don't even know if you know this, like, I was like, for real? Yeah. And, and I just, I can't remember now, but every time you have a podcast guest, like, probably 50% of the time, like, and that's usually when I go on Facebook. And I'm like that's amazing. It’s amazing. You guys. You guys are very, very you attract the coolest people, to your podcast to your business to your just general life-like, yeah. Anybody that's your friend, I want to be friends.
Nolan 6:42
I think that's why we have similar. It's like, what is the term? You'll like you attract your tribe or whatnot.
Pualena 6:52
Your vibe attracts your tribe?
Nolan 6:52
What was that?
Pualena 6:55
Your vibe attracts your tribe.
Jamie 6:56
I never heard that. But that's great. Do you make that up?
Pualena 7:00
Dang, I want to say yes, so badly, but I did not.
Nolan 7:07
Well, if anyone listening has not heard that before. Yes, Pua did chain that.
Pualena 7:11
You may pay me to use it.
Nolan 7:15
But that's seriously something that I totally believe in, especially in the last several years, it really seems like that's get like for sure something that's true in our lives. Because it just seems like the like type of people, not necessarily the type of interests, but just their, their energy, their spirit, and their intentions and, and what they value in life is all kind of like we've been attracting each other. And we're starting to really feel like it's almost like you to oh my gosh, I'm so glad that people like you exist in the world. So it makes sense to me that we all kind of have the same circle of people and friends.
Pualena 7:57
I agree. And I think it's probably happening for you a lot like, do you feel like lately, it's sort of been like the light has been shown shined shone a light, it's your illuminated more than you have been. You guys have been putting, you're sort of more out there now than you have been right. You have a lot of media coverage recently, you've, I feel like the different spaces that you're in have just kind of exploded lately. And I say that not wanting to diminish the amount of like effort and work and intention you've put into making that happen. Right? Because a lot of times from the outside it looks like oh, they caught their break like, like they're blowing up and it's so cool. And things are just rolling but on the inside, right? You might be reaching out to new stations, you might be actually like, trying to put yourself out there more even though it might be a little bit uncomfortable. Jamie, I'm with you. I know what you're thinking and I agree. Right? Is that am I am, I on the right track?
Nolan 9:13
Yeah, and before I say anything, I just want people to know that Jamie is very shy, as far as Paula kind of alluded to, and it's not that I'm kind of like hog the spotlight and not let her talk. Cause that's like what she has told me I have to do. And she's really comfortable. She'll interrupt me and jump in. So I just want people who don't know as to know I'm not this ego man, that won't let the, the wifey speak.
Pualena 9:41
Like, will he just shut up?
Nolan 9:45
Once had an instance like that, where someone was like, I am a feminist, and I would like to hear what Jamie has to say because I've not been able to hear her speak and I'm like,
Jamie 9:54
I know I like died.
Pualena 10:00
Did you speak?
Jamie 10:02
My hands just got sweaty?
Pualena 10:06
Well, I will not pressure you, I, if I had somebody here with me, I for sure would just be like, enjoying and listening and that's how our podcast used to be. I used to have a business partner, and we had a we co-hosted a podcast and, and I would just straight up tell her I'm like, you have to start every episode. I won't do it. It like makes me want to cry. And, and end them by the way, and just be the first person to answer questions. I'll jump in. But I, yeah, so I'm with you. Yeah.
Nolan 10:37
Which is so strange. Because I feel like your personality like that doesn't seem accurate at all, like from when I first met you. And as we’ve gotten to know each other, it's like, if anyone were to say, hey, you know, I'm thinking of having Pua on a podcast or something is, do you think she'll be okay? Oh, she'll be wonderful. Don't have to worry about she'll be so full of life and exuberance and so articulate. So it's it's interesting that you say that?
Pualena 11:07
Well, I don't have a co-host now. So I'm forced to, I realized that I choose to have this podcast. But yeah, I mean.
Nolan 11:17
I'm glad you're doing it. I know how hard it must be just to do it on your own. I'm lucky where I just she, she, I just relied on her. Like as like, we should do a podcast. It's like, Yeah, you should I say, All right, go make it.
Pualena 11:34
That's what makes your guy's partnership like you are one of the few husband-wife, business partners that I know of that like you're and I, I'm sure that there are moments of tension. Like I'm not saying that, that doesn't exist. It might not, I believe it does.
Jamie 11:53
Oh, it does. It does, it’s happened on our live streams. Everyone knows all about them actually.
Pualena 12:00
Exactly why, like you guys are so real. And I think that you work so well together. Because you understand each other like Nolan, you're like, I got you. I'll talk, don't worry. But Jamie, you provide an energy and you provide a skill set that also complements Nolan. And that like, I'd love to dive into that, because let's tell the people what you do. All right. So these people are friends, I get that. So I've had the honor of joining you on a couple of like live event shoots that you've done and produced from top to bottom. And I think I only saw like 4% of like all of the prep work and set up and everything that goes into these events. And I'd love for you to you know, after I'm done babbling talk about what that side of your business looks like. And please don't let me forget to talk about the newest thing that you guys are launching because that's phenomenal. But just watching you to work together, Nolan you are, you're very, you know, extroverted, and you are a phenomenal host and MC and you understand enough of the back end to know like, okay, I need to be here at this time, I need to help this person be here like Jamie needs this to produce this event. And Jamie, you jump in. And you're like, nobody talk to me, I’m focusing. And you have your like switchboard of amazingness. And you just have a process and you guys understand each other so well that I watched you guys communicate without speaking for like six hours straight. And it was, it was so cool. So let's rewind and tell the people what you do.
Nolan 13:42
All right, so I'll try my best because it's a now I'm going to start rambling, but kind of do a lot of things. But they all kind of they, they are really they, they all fall under the same umbrella. And that's like communications, marketing media and all that stuff. So Jamie and I have our own video production company. And we specialize in producing and creating video long-format videos for nonprofits and families. And for the nonprofits, we make videos like like overview videos and testimonial style videos, so that they can communicate to their audience, to the general public, what they do, what their mission is, and their impact and such in the community. And then for families what we're doing is called Ohana legacy videos where people were we're creating video biographies of people and their life stories and such that they can preserve it for future generations to come. And while the pandemic hit, we start we branched off and added another kind of service which was live streaming for clients. And for a lot of the nonprofits they had to figure out ways to replace their in-person fundraiser events and conferences because we were locked down for several years. So we were doing it through, you know, virtual meetings. like virtual streaming, virtual events, virtual fundraisers and whatnot, then that's where Jamie is like nobody talk to me and then, as far as other things that I, we, I do is that I'm also a professional actor, emcee and host. And we have our own podcast. And I think there's probably one more thing I'm missing, but I can't think of it. But when it comes up, we'll let you know.
Pualena 15:31
Okay, amazing. I want to ask you about all those things. And also how you do them all. Because they're all very well done. Like, you're not just sort of like, oh, yeah, we can do this, we can help with that. And like, it's, it's, it's, it's polished, it's professional, it is the whole package, from producing events to the legacy videos to acting, everything that you do, is it's so professional. And so just, you know, five stars on execution for that. And yeah, I, where should we start? Should we start with the? Yeah, go ahead.
Nolan 16:13
Yeah, I think I have an idea of where we go with it. And I think I would like to believe that, you know, your audience might appreciate this kind of story or her background to it, because it was, well, the way you describe it, it's like, oh, it's so polished and perfect. But in all honesty, it went through many years of growing pains, a lot of a lot of mistakes, a lot of failures, a lot of like, what-ifs and whatnot. So I think it'd be really appropriate to share how we do it by talking about what we went through. And so, for me, I have this personality where I get, I can't keep my attention on one thing, so I have to do multiple things. But I'm also not organized at all. So prior to meeting Jamie and working with Jamie, I just kind of start things all over the place, not really get good at them or not do them well or not stick with them. But then Jamie is the opposite, where she needs to have strategies and plans and systems in place and make sure that we've studied it all and come up. And so she's very quality driven. And so while she doesn't have that desire to like, let's create all kinds of different ideas and projects she got, I would like to think, like intrigued and entertained by my ideas, and, and desire to try all these different things. And so it was a great combination, where I was like, hey, let's do this, this, this and this. And she go, okay, in order to do that, we got to set this and we got to create these things and whatnot. The problem is that, rather than talking about like, well, does this make sense why she’d want to do this, I just was like, great, I have this great resource, like a battery pack, so to speak. And I could just grab this bag and plug it into whatever toy that I want. And then start playing with them.
Jamie 18:00
Am I the battery pack?
Nolan 18:02
You are the battery pack or you’re the power source. Right?
Pualena 18:05
Ooh. Spicy.
Nolan 18:09
So what's happening is like, throughout the years, like, we just do a whole bunch of stuff. And whether it was a good idea or a good fit, or if it was a passion or just something where I was like, oh, this could make us money. And we have the ability to do it. But it never, we never figured out what it was. And I would just be like, hey, this is a great idea that we could do, whether it's because it can make money or because we have the time for it with resources. Or if it's something that we really wanted to do, I didn't know, I would just say let's do it. And so that's where we started doing all kinds of different projects and products and services and whatnot. And what that ended up doing was it really started to create a lot of stress for us, a lot of there like we couldn't necessarily focus on a lot of the things that we could do well or wanted to do well, because we're so spread, spread so thin. And then we started to be like is this like what life is like you just work hard and not be happy and stuff like that. So only until recently, Jamie came up with a suggestion of like, the idea of pruning, you know how like you have a tree and it looks beautiful, it's providing fruit but if you don't prune it and cut out the inessential branches and stuff, it just can get overwhelming, it's going to create a lot trash and all kinds of stuff. And then you now have branches that have fallen and crush your house and stuff like that. So she's like, we got to prune our business and stuff and, and so the hard part is like well, how do you cut off the things that you that kind of like are your children so because these were all brainchildren of ours, but we had to figure out like what really do we feel passionate about? What really serves us, instead of going at it of like, well, what's going to make us the most money and what's going to be the most successful?
Jamie 19:52
By recently it's like six months ago, so like super recent.
Pualena 19:56
Wow.
Nolan 19:58
And this kind of ties into you were saying earlier about, like how things were starting to pop up for us and things like that. And this, for those who are still listening, we're gonna get finally get to that answer here. By, by really focusing on what are the things we really passionately want to do, whatever it's going to give us joy, no matter if it's going to make us money or not, which, you know, the hope is that, if it if our heart is behind it, then similar to that, like “Your vibe attracts your tribe,” it's like, if our hearts in it, it'll attract the type of people we want to work with. And, and hopefully, then, you know, it can sustain us financially and such. But what that also did to is it made a clear picture for us. And by us, I mean me, because it, my responsibility was to get us out there, you know, get the word out, communicate, and marketing, and all that. It made it really clear for me of what our, what our what our purpose is, what we're trying to accomplish, and, and how to do it. And it soon as we did that, all these things made so much more sense. And that's how we were able to really focus on getting better at the things that we're doing and provide the highest quality experience that we could think of, because it was so clear. And it wasn't motivated by the, the angst of like, this has to be good because otherwise, if it fails, we're not going to make money or all these kind of negative motivators. Instead, it was like, I'm so excited to do this. People need to know about this that we're doing. And I loved it, and I want to help them. And that's kind of what motivated the the story for us. And when that became clear, people started hearing about it, we started being able to share it to the right, the right folks, and it just started spreading out there. And, and I think it comes across when we talk about it, because now instead it's instead of me trying to like memorize my, my elevator pitch. I just talked about it, because I know, this is coming straight from like a really deep-seated passion of mine. And I'm excited about so whether it's emceeing weddings, or doing our legacy videos, or working with nonprofits like I, it's so clear for me each one. And so now it's easy for me to essentially I take off my different hat and put on a new one, because it's they all kind of like tie in together.
Pualena 22:35
That is beautiful. I'm glad you told us what it was to. What is it? Amazing. Do you think? So I kind of want to call this podcast Mythbusters. But somebody already took that name. I love that you shared that there was a lot of like mess and confusion and struggle to get to where you are today. Because I don't think enough people talk about that, that we touched on the like, what mistakes have you made that you would recommend other people to not make? Like, I feel like you have to make mistakes, and I can tell you what mine were but it's not going to help you because you have to make your own mistakes. Do you think that all of that, like hustle and hard work and just feeling like you're never gonna figure out why this doesn't work? All of that had value and got you to where you are to the clarity that you have today.
Nolan 23:39
For me, yeah, but I think Jamie would love to hear her perspective on this because I feel like as much as I talk about our struggles, I think she felt it way harder than I did. Because I'm a very like, oh, the skies is going to clear up and it's going to be fine. And I don't know how but we'll figure it out where and I have no rhyme or reason to support that feeling. Whereas she had to actually go through the not only the, the, the feelings and the struggle, but she also had to come up with like how to use it to get us to the next step and, and such. So I'm curious what, what you would say,
Jamie 24:13
What was the question again?
Pualena 24:17
And I'm so glad like this is perfect because there is you have all these choices when you're in moments of like struggle of like what is our visit? What are we even doing like this isn't working? Why isn't it working? I don't know why. I'm working so hard and we have to make money. Like there's all those places where your vibration gets real low. But you either have to quit or you have to find your way out right there's you got to do one of the two and you both are fine. Neither one is wrong. If you say you know what, we're selling our equipment or claiming bankruptcy and we're gonna go find jobs. That's fine. That is not that's, I did that you, you know, and also figuring out how to move forward and figuring out how to get to the place that you're at now, Jamie, what was that like for you as the person who is working behind the scenes? The, I'm just gonna say the executioner? The executor. You know, like, I–
Nolan 25:22
Sometimes I feel she is the executioner. My heads on the chopping block a lot.
Pualena 25:28
You've got another title. So, and I see this a lot with business partnerships, where there's the visionary and the person who has the ideas, and then there's the–
Jamie 25:36
The technician.
Pualena 25:39
Technician. Exactly. And both are very, very important. And I do feel like sometimes the weight tends to feel a little bit heavier on the technician because they're the ones who are like, this isn't working. So what was that experience like, over the last 10 years or so?
Jamie 26:01
Oh my god. So, I have a very specific timeframe for this, because I posted about it in this business Facebook group on my birthday, because my birthday last year, so in May of 2022. And as like, I think that I that we need to close our business. And I think what I realized in that time was so are so he is full-on visionary. And I am totally technician. And we were led by his ideas, and then whatever he came up with, I'm like, okay, this is what he wants to do. I'm gonna make it happen. And I go through all of the things to make it pretty and branded and like, put up a website, like I don't even know how many domains we have. And then we're like, what, this doesn't make any sense like it? Does anybody even care that this exists? Like, why are we doing this? I'm wasting my time. So I think when I posted about that in the business group, some of the comments were like, oh, yeah, yeah, like, it's time. Like, if you guys can't make it work. It's been like, so many years already. Like, is your marriage, okay? Is he listening to you? Like it got real, real personal.
Pualena 27:26
I mean, legitimate questions, right?
Jamie 27:30
Yeah, yeah. But then part of it was like, well if you want this to work, you need to maybe you need to do it on your own. And he needs to deal with his own stuff. But you need to start making decisions on your own. And then another person said something about like, you, you can't quit, like, like if quitting, quitting can't be on the table. If this is what you want to do, then, then you can't even think about that it might not work. It's going to work. And it's only a matter of figuring it out. So I think the combination of those last two, not me, because our marriage was great. So I knew so what's in it?
Nolan 28:20
Thank god she said that. Our marriage is fine, by the way, and then what if she's like, no it wasn’t.
Pualena 28:27
I know, I keep like glancing over him. Like looking for your reactions, Nolan. Like this is the first time he's heard this story.
Jamie 28:38
Our marriage is great. But I think as far as me making decisions, like because I know his brain doesn't work in the way of like, does this make sense in the long term? Where does this fit strategically with everything else that we're doing? How do we make all of these things? How do we make time for all of these things? How do we make it make sense? So he just comes up with ideas, and then I was just following him, but I needed to, like, have an opinion at that point and try to help him think about what like the technician is still needed in the visionary process. So that was my fault for not putting that in there. And then also my fault for like, okay, this is not working, we're getting jobs, and you're gonna get a job first to like… I’ll finish up other projects, and you go get a job. Like that wasn't it wasn't a good way for me to be thinking.
Nolan 29:40
Yeah, that killed my soul.
Jamie 29:41
Yeah, it did.
Pualena 29:43
I wouldn't, I, it's not your fault, though. Like I think these are things that come into every business owner's mind when we're in that place where it would it just sounds so easy to just go, go to a job and get a paycheck and like just breathe. Like, stop having to solve problems, start having to like, deliver work to people that what for what feels like free, right? It's like, and I will say, I agree that if this is what you want to do, there is a solution, there's always a way to make it work and to make it happen and implement, like, figuring that out and then implementing it can be very difficult and time-consuming. And getting the job, sunsetting a business or part of a business can't be a completely off the table for everyone. It's it's just, you know, it's where you are. It's who you are. It's, it's what your goals are. And neither one is wrong. Neither one is bad, and neither one is permanent. Right? Yeah, like, but I'm so glad that you guys made this decision that you did. And you kind of did close some chapters, right? You proved and that created open space and open doors for these other parts of your business that you didn't even know were going to blossom and thrive. And so it is still a little bit of a gamble. Right?
Nolan 31:13
Yeah, for sure. And I think that, I think talking through all of those emotions was really helpful. Like, it was such a stressful time for us. But we, we made it intentional, that we continue to talk it through, like we would have so many long walks and just, it was an uncomfortable conversation each time, but we keep talking about it.
Jamie 31:36
The neighbours have seen us walking down in very serious conversations up and down the street.
Pualena 31:49
No, and I love that you walked and talked. Because a lot of times when it's like when everything is literally on the screens in front of us. It can, it can like hamper our ability to think bigger, right? So I love that little, little hack, go for a walk, have a talk.
Nolan 32:06
Yeah, our best work, or ideas or conversations or strategy meetings or whatnot happened when we're on walks. And I think there's something to do with the action of movement. And feeling like everything like is like gears are moving. First of all, sitting there, starts to feel like it just feels heavy and just sinking in, like the stress of this, you know, we gotta figure this out.
Pualena 32:31
Yeah, there's something neurologically triggered. This is, this is something that Arliss could probably articulate better than I can. But it when you change your environment, your brain state changes, and movement, and you know, like, sunlight in your eyes and all these things, right? Yeah. Yeah. Awesome. Yay. I also love that you said the technician needs to be a part of the visionary process. That's not something that we typically always are aware of. I think you guys experienced, right? Like, the visionary has the idea. The technician executes. It’s step one, step two. Obviously, right? Yeah. And yet, with all of the experience that you have, over the years, as a technician understanding what goes into each of the ideas, and you sort of know, you know, each other, right, like, you know, the kinds of ideas that no one's going to have, you know, you know, where he's going, and you know, what it takes to pull it off successfully. That, like your partnership, business-wise, and sort of just personally, I think works so well, because you know, each other so much, and no one will trust that the advice you give him, his sound and that you're like, okay, this is a great idea. And this is what it's going to take to get there. Does that feel realistic? Right?
Nolan 33:58
Yeah, I trust her more than I trust myself. Because that's how my litmus test will be if it's like, this sounds awesome. Hey what do you think about this, and then she'll give me and it's not just thoughts about I get chills. So give me almost like questions like, well, what is how are you going to manage this? Or how, what about this happening etcetera and oh, that's a good point. Okay, never mind, I don't like it anymore. I just liked the result, but I don't I don't think about the journey. I just look at like, that would be a great destination to get to. She's like, did you think about how costly it would be to buy tickets to that? You're right. I didn't think about the travel costs. Never mind, kind of like that's how it works.
Pualena 34:45
Yeah and yet you've created three things that you both have sort of conceptualized and, you know, on paper, they work in execution, they work and they are phenomenal businesses. All the things that you do, can we dive into those? Sure. They're so, they're so amazing. So most recently only because if we end up running out of time, I want to make sure we talk about this because your, your most recent business idea is something that like, when I think about it, when I hear you guys talk about it, when I read the articles that you've been in about it, I, they're like tears come to my eyes, because it is just the most, I'm gonna cry again, it is the most beautiful thing that you could bring into our community and into the world. Please share with us about your legacy video project.
Nolan 35:40
So this idea came from, was, there several experiences that kind of led to this, but the idea being that we have loved ones that are special to us and when, when we've experienced loss, we think fondly back at those stories about them, or, or think about the memories of like, oh, the way they would smile, or the tell a joke or whatnot. And for both of us, we each have our own person, persons that we, we feel that way about, and it's just the start of like, I wish I could see and hear them again, you know, just, just for a few more minutes or something like that, or I wish I can remember correctly the story that, you know, they told or even ask them questions that I never got to ask them. And so through our experience of, of the types of videos that we do, which is which are interview style videos, and through my experience of doing the podcast, which is an interview style podcast, like we have had the privilege of being able to unearth, and gather stories from so many different people for all of these different projects. And so when we thought about it, it is almost like, man, I wish we could have interviewed my grandfather, and that I could have all of these stories and see him tell him, and I could hear his voice because I remember so much about my grandfather who passed away when I was seven, but I kind of don't remember for sure how his voice sounded. Or, you know, the way he would tell me something, I have these little like, foggy memories of him singing this song to me when I would get to the car, and he would want me to open the door for him. And he's singing this weird old song that Oh, Richard, open the door, Richard, Richard why don't you open the door? And I'd be like, my names not Richard. But that's like, how did he, how would he have sung, it's just such a weird song, I remember how it goes. But I know, that's not how his voice was. He didn't have a beautiful singing voice. So anyways, so those things is like, man, I wish we could have gone back and interviewed my grandfather so that I can reference that. And while I don't have that opportunity, we see people in our communities and families that we know that that we could do that for and we wanted to be able to give them that opportunity to capture those stories and such and we thought that we've had such a great experience and had built these muscles to, to really get people who are who have no experience being on camera, no experience of being interviewed. Knock on wood, like almost every single one of them, always will tell us like, that was so much easier than I thought and that was actually kind of fun. And I forgot we were talking on camera and stuff and, and we pride ourselves on that. Because so many of the stories that we gather for our clients and for our projects have to be from the voices of people who are, are not like professional actors or, or professional speakers. And so for me to know that we were able to get their authentic stories and have them feel like it was an opportunity where they can authentically tell their truths and their stories is what I feel so excited about. And so when we were like we could do the same thing for these families who wants to capture the stories of their loved one of their kupuna of their parents or grandparents. That we just thought this is a perfect service for people and, and even if it's not that they're gonna hire us to do it, the, we wanted to tell them, this is something that should be done. And you could do it yourself if you want to, like there's no reason why we're the only ones that can capture these stories for you. But we said there's nobody out there doing it here in our in our community that we know of. So we want to start, we want to start making this normal for people. Because people would always talk about like, oh, one day I'm going to write a book, have someone read a book about my life and stuff. And rarely does that happen. But because it's so hard, but here we're like, I'll just sit down with us for a few hours. And we'll give you a video, video book of your life. And that's kind of what, what we've been. We launched it kind of in December, so a few months ago, and we started sharing this project or product of ours and this desire of ours to let the community know like, hey, this is something that you should be doing. We don't want, you know, our loved ones to lose that opportunity to share their stories and preserve it. It kind of caught like wildfire as far as the interest and people wanting to hear more from us of what we're doing. And it's been such a rewarding experience. And it's kind of ties all of our experiences and our and our passions all together into one, which is why it's been so easy for me to, to talk about it. Because every, every aspect of it from the video production side to the gathering of the stories, to meeting different people to the weird, creepy desires of me wanting to see what other people's houses look like. Like, it all works together, it checks off every box. It's been really awesome.
Pualena 40:51
Love your honesty. No, that is–
Nolan 40:56
I told that to Jamie. She’s like, that's so weird. I thought more people would feel the same. I haven’t found them.
Pualena 41:03
I get it. I mean, that's why we like Instagram stories and silly like to see behind the curtain. It's it's like weird, its inside us.
Nolan 41:11
I just want to see what others people's houses look like.
Pualena 41:15
I don’t feel threatened. No, I love it. And what I love about this, like, I mean, you were on the news, you had so much media coverage on this. And what was really beautiful was that media coverage was not around you selling your service. Yes, you can come in, set up all this equipment, guide people, edit the video, like this is something that you do for people, and it's beautiful. And you had all of this media coverage, because you were promoting a workshop that was free to teach people how to do this without knowledge of videography. Without equipment, like using your phone. Right? It was, and I think that's such a valuable lesson for a lot of business owners to provide value in a way that meets people where they're at it, it provides. Like, it makes your life better, right? It makes the community stronger, it just helps people. And maybe what you're starting with is something for free, where then people say you know what, thank you so much. I learned a lot, we, I actually sat down and I did this, it's okay. But I'd like to hire you to come in and do a better job or whatever that is, right? So the money will come. But that was a truly heart-led initiative. And it was just it was beautiful to witness. And thank you for putting that into the world seriously.
Nolan 42:44
Thank you for saying that. That goes, it was so fun. It's funny, because they're like, you're right. It's free. It's we're not, you know, selling anything. And my mom was like, very critical of it just like, don't you're telling everybody how to do what you're doing is they're putting off killing your business. That's like, don't worry, if they were going to, if they're gonna do something and they wouldn't have, you know, needed us in the first place to do it, you know, like, it's fine. They're, like almost a million people here, we're not going to be able to help every single one of them by maybe doing their videos for them. But at the end of it, we were like, so happy. Like, this is so cool. I want to do more of these. And those is just like, the fulfilling the fulfillment of just knowing like, okay, like, we were able to help in some way, whether it's to inspire someone to come up with the idea to do it themselves, or for them to get over that fear of like, I don't know how to, you know, set up a my phone camera, right. And it's like now that we've taken away that barrier and stuff. It just knowing that hopefully, these stories out there that might not have been captured, will get captured. That's, that's something that was really meaningful to us.
Pualena 43:58
For sure. And from a business perspective, you're now known as the people who have helped all of these families capture these memories. Yeah, it might not be this year, it might not be this project where people reach out for your support. But let's say five years from now, somebody who has this beautiful memory captured because they came to your workshop now has a project or an event where they're like, oh my gosh, there was these people that were on the news and like, you know, so it's the ripple effect of this is going far beyond anything we can foresee. So from a business perspective, I think it's it's also very strategic and very smart. And smart, strategic business decisions don't have to always be financially driven. So great job all around, another five stars for execution. Amazing, so I know that we are probably running up on time. I already know that we're going to be scheduling around too if you're up for it because this is way too fun.
Nolan 45:07
And just so everyone knows it's our fault that we're running up on time because I was super late because I had to clean up our doggie's diapered mess.
Pualena 45:17
It smells like teriyaki chicken. That makes sense to you? Well, we'll dangle that little carrot for next time.
Nolan 45:25
Yeah, yeah, you guys want to know what we're talking in part two? Blame the teriyaki chicken, dog pee diaper reference.
Pualena 45:34
Oh, they're like, I'm definitely not going to listen to that one. Oh, no, you guys are amazing. If you have any sort of closing inspirational thoughts, and please share how people can find you and connect with you and listen to your podcast.
Nolan 45:51
Jamie, do you have any closing thoughts?
Jamie 45:52
No, I have no closing thoughts.
Pualena 45:55
Don’t worry, I never do either.
Nolan 45:57
It’s safe to say that I think we all love to hear each other success stories and even each other's struggles just because it helps us relate to each other. And, and I don't want to be this guy like, hey, look at us. We did fine. We went through it. And you can too. I'm just saying I think we all go through very shared experiences. And I just hope that whatever, wherever you are at whoever is listening, whether you're at the, the middle, beginning or end of where you're feeling success, or what you view as success. I hope that, that us all talking about this. It gives you that encouragement in knowing that we're all in this together, like we are all we've all have similar experiences and desires. And that I think this is something that's really healthy for us to just continue to have these conversations. And I appreciate Pau for having these platforms to have these stories shared and to make these connections. And, and if anybody wants to learn more about us, you could go to a we have, As Jamie mentioned several domains. So if you're interested in learning about our ohana legacy videos, it's ohanalegacyvideos.com. If you want to know more about like me and my emceeing and our podcasts, go to nolanhong.com. And then if you want to learn more about our, oh and I remember now our other thing, we also do wedding love story videos. We can talk about in part two. But anyways, if you want to know more about our video production company as far as for nonprofits and stuff, just go to popcreativemedia.com, and follow us on social media. We love to connect with you on social media.
Pualena 47:40
Yay, I will link all of that in the show notes. Thank you so much. I feel like owning 400 domains is just like a milestone for owning a business, right? We’re all domain hoarders at this point. You guys are just phenomenal humans, business owners, members of the community. Thank you for everything that you do. And thank you for being just awesome friends. I'm so so thrilled that this came together and yeah, part two coming soon.
Both 48:14 (Nolan and Jamie)
Thank you, Pua. Thank you.
Outro 48:17
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five-star review, and tag us on Instagram @pualena.co, for a shout-out on the next episode. And be sure to visit pualena.com, for more info. Thanks again for listening.
Pualena and her guest Dan Barone dive deep into the topic of finding joy and happiness in a world that sometimes makes it difficult to do. Dan shares his inspiring story of reaching rock bottom and finding his way through it. He also shares reassuring strategies for others to get started on a similar journey and change their narrative.
Everyone has a self-critic. The key is to recognize your negative inner voice and learn how to change the conversation to give yourself the boost necessary to move beyond self-doubt and limiting beliefs. Dan discusses the importance of cultivating happiness from within with mindfulness and self-compassion and the importance of finding joy in life daily, not postponing it for an unknown future—something every entrepreneur needs to hear!
About Dan Barone
Dan Barone is a life coach, support partner and founder of Feel Good Coaching. He is a life coach who focuses on the inner critic, that voice inside our head that beats us down. He teaches how to discover why we have that voice, how to become aware of that voice, tune it out and create a new voice that empowers us to create the life we want. His journey through depression and suicidal ideation has given him a first-hand experience in changing his story so that he can bring that experience to his clients. His passion is relationships, communication and changing lives.
Resources:
Wayne Dyer
Hawaiian Hoʻoponopono
Jon Kabat Zinn
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Dan Barone: website | email | phone
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Transcript:
Dan 0:00
And I saw this bumper sticker that day and it stuck me, there was just kind of like a wake-up moment was this bumper sticker went by it said, “don't postpone joy.” And that was that was one of those again, things that stuck with me it was kind of like that out of out of my experience going. Yeah, right, because that's what it's about life is meant to be enjoyed.
Intro 0:19
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact-driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 0:44
Awesome. Thank you so much for being here, I am so, I always start every podcast with I'm so excited to be talking to. And I used to get like weird about that. And now I'm just like, I'm excited about everybody. Isn't that a great sign?
Dan 0:57
It's a great sign. And I'm excited to talk with you. You are amazing. Cool. I'm so happy to be here.
Pualena 1:02
Likewise, likewise. Okay, gang. So for those who are listening, this is Dan Barone, and he is one of the most epic magical humans you will ever meet. We also realize that we are both super awkward and we love it. We're also cool.
Dan 1:21
Redefining, reframing, everything can be reframed, depending on how you want to look at it.
Pualena 1:26
I love it. And everyone's like, okay, cool. So who is this guy? Let me tell you, I'm gonna read your bio, and then we're going to just dive right in, be ready.
Dan 1:32
Sounds Great
Pualena 1:33
Okay, here we are. This is the Course Creators Academy podcast. This is Dan Barone, he is a life coach who focuses on the inner critic, that voice inside our head that beats us down. He teaches how to become aware of that voice, tune it out and create a new voice that empowers us to create the life we want. Yes, his journey through depression and suicidal ideation has given him a first experience in changing his story so that he can bring that experience to his clients. That is beautiful. His passion is relationships, communication and changing lives. Dan, welcome.
Dan 2:13
Thank you, Pua. I am so thrilled, I'm been looking forward to this for weeks.
Pualena 2:17
Yes, I know it's been really weeks. Amazing. Let's dive right in. I cannot wait for you to share any part of your story that you're inspired to share to get this conversation kicked off? How you got here, why you do what you do, all of that good stuff?
Dan 2:34
Absolutely. I'm just gonna put a little footnote on the bio as well, with that whole inner critic, the whole idea is why right? Why would we want to do this, right? Why do you want to, do I want to create, right? As human beings, we are creators, right? We either create positively or negatively. Very, very seldom is there a lack of creation. We are manifesting our thoughts, we are manifesting our feelings. A lot of the work that I do comes from a background of cognitive behavioural therapy, so this whole idea of what we focus on becomes, right? So, what do we want to create? Well, I think for a long time, and I'll get into my story, but I was focused on those negative voices in my head that were telling me that I wasn't good enough, that I wasn't worth loving, that I wasn't worth simply being. And I created a life of suffering. We unintentionally, completely unintentionally, I was conditioned and programmed a certain way. But a lot of this was unconscious and I think that until it became known to me as a conscious creation. We're stuck in this feedback loop, right? I was certainly was. And so for me, I get so excited, when I see people like myself have that aha moment, right? What I live for is that moment of realization, I call it the light switch moment. When the light turns on, and somebody goes, what like, Oh, my God, you're telling me I can actually choose to feel good? Yes. And that's where the name of my practice feelgood coaching comes from is, I have discovered within myself, and I want to share this truth with other people that they can find the truth that gives their life meaning and purpose and just fills them with joy. When they get up in the morning, go, hell yeah, let's go. It's another day that I get to go to work or be with my family or be by myself or do whatever the hell I want to do. Because I get to create what I want. And it doesn't mean that every single moment is going to be great, because right life sometimes really sucks. And it's hard. But it means that we know a lot of times what we know is, how do we want to say this? There is a distinction between something and the lack of something right? And when we focus on that lack, right, that becomes more and more apparent. But we can only really know the have from the lack, right? When we have a lack and we know, hey, cool, like I have a lack of funds right now that just becomes more and more apparent in all of the avenues of our life, right? More of the more of this lack keeps showing up because it's like we you buy a car, that's blue, and then all of a sudden you see a bunch of blue cars, right? What we're focused on does become very apparent. So in shifting that, and go, wait a second, I'm going to consciously take steps to empower, like, changing the tone in which I'm talking to myself, changing the words that are coming from my inner being to myself, right? Changing that idea that my monologue, whatever you want to call it, there's so many different approaches to this, but changing that whole approach and going, you know, what, no, I am worthy, I am capable, I'm confident, I am even this that, you know, the idea of fake it till you make it, it's more about re-engaging with these new beliefs, these empowering beliefs that are going to help you become who you want to be. So I know I'm getting way off on a tangent.
Pualena 5:40
No, I love it
Dan 5:41
So I just wanted the Bios, like, oh, yeah, I want to add this, you know, that can't be said in a few words. So I will go back to my story. But I wanted to just get that out of the way first.
Pualena 5:51
Yes. And we will, let's get to your story, for sure. Don't let me forget. But I want to touch on a couple of things that you said. Because
Dan 5:56
yeah, of course.
Pualena 5:59
So like, I find that talking about programming, and just the way that we've grown up in the society that we have been raised in. And I do think that the script is changing.
Dan 6:10
Yes, it is.
Pualena 6:11
There are people, I would say, you know, most adults are accustomed to this, like, their level of quote, unquote, normal is actually just, I think it's at the bottom of the feelgood scale.
Dan 6:28
Yes, absolutely, yah.
Pualena 6:29
We are totally are like simmering in this suffering that like, we almost don't even realize that we can feel better and that that's achievable and real for all of us.
Dan 6:41
100%. Have you ever heard the expression life sucks? Then you die? Yeah.
Pualena 6:47
The worst expression
Dan 6:48
Yeah, Like, Oh, another day, right? It's that whole thing of like, you know, upright and taking, they're all these all these, like, off the cuff, they're a little bit more blue-collar sometimes, you know, and totally like, I have a background in automotive. You know, that's what I originally went to school for. And I spent a bunch of, most of my career actually in finance. So go figure. But it there's sometimes, especially in trades work, man, it's a hard life, and you have a bunch of people who are just, you know, generally, maybe they didn't plan to get there, that was just the best they could make of it. And they're not happy. They're not living the life that they want to. And it's every day is like this chore, or it's this again, suffering, this, this chosen path of suffering that they feel trapped in. And so yeah, at the bottom of the feelgood scale and going like, man, it's just this, this sucks, I'm not happy, but it's what I got. So I guess I'll deal with it. Or work isn't supposed to be fun, or all these other tropes.
Pualena 7:38
Everybody hates their job, yeah.
Dan 7:40
it didn't, just, you know, just, just, limiting belief systems is what they are. But these, these things that have been programmed into us from either our parents or authority figures or society, societies, a huge programmer, like what we are, what we're seeing, every day we get bombarded with from a young age conditioning, especially, especially in America, where it's happiness comes from outside of you, this unit marketing is so brilliant, when it comes to this, you need this to be appealing, to be happy, to be fulfilled, satisfied, etc. Get this our product, and then you will be and it doesn't demonize it, it is just analyzing the science behind it, it works, it gets you focused on whatever the commodity is outside of yourself to obtain that feeling, or vision or prestige, or whatever you want to call it, that will bring fulfillment. And of course, because we know that you cannot have the pleasure without first experiencing the pain, right? That what that have, and that lack that, you know, fulfillment and the lack. So this whole idea of desire in itself is that paradox that keeps us in this feedback loop. So how do we break it? Right?
Pualena 8:42
How do we break it, tell us, Dan.
Dan 8:44
I'm gonna go into my story, and we'll come back to that. How's that for a hook? Yeah. So, background for my programming, I was raised in an autocratic, that's a fairly autocratic household, very patriarchal, and it was religious in a way that was not loving from that sense of, you know, God is love type of idea. It was, my dad was a great, he tried hard, but it was a great proponent of conditional love, a lot of unresolved trauma for him. And so I learned from a young age to be something that I maybe necessarily wasn't but I had to perform to be connected, I had to be, act in a way that was approved in order to feel connected to be loved. It was, if you are, you know, if you are following my instruction, then I will connect with you. And if you do not, then I will disconnect. And that's very, very evident and very painful for a young child, right? We see that a lot in different family situations and dynamics. So for me, I kind of had this develop this idea that oh, who I am at my core isn't good enough to be connected to, you know, parental figure that I want to be connected with. I have to be X, I have to do X. So it's this idea of, again very codependent personality, I can only meet my needs through being what this person wants me to be. And in this whole idea of a religious background and I'm not saying this it says I know incredible human beings with just these very diverse and profound walks and faith, it's not the relationship with their higher power itself, it was the way mine was portrayed to me was this, I am broken, I am diseased, I am faulty, and I need to be saved from myself because I'm not good enough. And this again, just kind of fed into this idea of I have to do something to be worthy of love. So fast forward, you know, my parents got divorced, my dad moved out, I was 12. I think 13. And, you know, just to get really stable time in your life, right? There's nothing ever happening when you're a teenager and you're really grounded. Yeah. So hence the start of the descent into your very toxic self-perception. But through my teens, and especially into my 20s, I really found in my home box, in a place of fulfillment through others, right, this ,this set of I needed to be have external validation, through my relationships through my, you know, performance in whether it's school or sports or what have you. And I had a horrible inner monologue, right? My inner voice was just beating the crap out of me, I was really just felt like a piece of shit, I wanted to die. I spent, I spent about 20 years in a state of suicidal ideation. Thank God, I had incredible support, you know, support system, you know, my mom, absolute champion, I love her to pieces. And I had a youth pastor at the time again, one of these incredible people in with a profound walk of faith that really saved my life. And you know, it ultimately, my kids, I got, you know, didn't follow society's you know, essentially modelling I had kids got married right away, got a nice high-paying job in selling cars, I had a lot of money, bought a house, I was completely miserable against chasing that fulfillment from outside of myself, right? It can only be fulfilled from within. So that being said, right chased all this into my mid-20s. At this point and again, I kind of had a quarter-life crisis at that point, and going, like, my life is over, I have all these things, I hate myself worse than ever. And I, you know, if it wasn't for my kids, I wouldn't be here. Right? If that was the only thing at that point that it kept me going. And I just started to get fall into substance abuse problems with alcohol, it was, it was something that had kind of been their family history, but really started to come to light with me just trying to, you know, legally kill myself, poison myself with alcohol, to a point where everything just pretty much unravelled as it does when one is involved with, with that kind of addiction. And so I, you know, ended up losing my job, my marriage fell apart, we got divorced, lost the house, the car, pretty much everything just, you know, kind of hit rock bottom. At my job after this, I kind of you know, try to pull myself back on my feet, and I was having a performance review. And at that point, it just everything just came back full tilt just hit me all at once. And I was like, I definitely like, I am worth nothing, I want to die, I cannot, cannot be worth anything here, just because of a performance review. Right? Not a big deal. But it was all of that all of that stuff that I never processed that I never come to terms with that I had never really leaned into. And I kind of I would not say it was an out-of-body experience. But I would say is a separate consciousness, in a sense, where I kind of like, step back and look at myself just ugly, crying, you know, snot everywhere, it was gross. It was real, it was very raw, and that most of the time is gross. So looking at that and going like, alright, Dan, you have two options. And I'm a very visual person I love, you know, analogies and representations of like a lesson or, you know, some type of wisdom that's understandable and relatable, in a visualization picture, I do a lot of work with that my clients. And I looked at myself, I said, Dan, I have two, you have two options here. You are, you're at a fork in the road, left path goes down the same road, you've been walking, you know where that goes. And it's nowhere good. The right path is to get help, which one you want to take. And I again, an amazing support system, I took the right path. And I got help. And I started doing some really intensive therapy, and really coming to terms and through that process. I promised myself two things. I said number one, I'm going to be honest with myself first, I'm going to stop lying to myself because we are masters, absolute masters of deceiving ourselves, right? We can talk the talk with the best of them, and really make us ourselves believes that we're doing the best we can, we are absolutely lying to ourselves. And that's one of the things that I learned and I started journaling. And that was I'll go come back to journaling. But Wow. Holy smokes if I can recommend anything to anyone listening to this, journal, journal, journal, journal, and I'll get into why later, but I do to be honest, and then number two was to do the work. And part of that also ties into journaling. But don't don't lean out of it lean into it when it gets uncomfortable. Lean harder, when it's when it's painful. That means you're doing the right thing, you want those things, because their core foundational beliefs that makeup who we are, and you kind of have to break them down in order to build up something new, right? If you're going to remodel a house, you don't just cover over the stuff, you clean it out, right? You strip down before you rebuild. So that's stripping down hurts. It's like pruning a plant. It's like, you know, refining a metal. It's that process. I mean, there's many analogies you could use. It hurts. It's painful. It's not fun, but it's necessary. And there is a certain joy that you can get going through that going, like you're working out. Same thing, you're tearing muscle to build muscle, it, there's so many applications, this can be analogous to anyways, so lean into the work. Sorry, go on tangential.
Pualena 15:30
No please, take your time here. You’re fascinating. This is awesome.
Dan 15:35
Thank you. So, you know, going through therapy, and through that process, I really identified and healed the relationship with my inner child. I realized that I had locked myself, other people and influenced me sure, but I was ultimately the one who had locked myself in a box. My, Danny was my name as a little kid. And I've locked Danny in a box that I didn't, I didn't know he was still in there. So I kind of came into that, you know, space and just held it for myself. And in a sense of my inner voice, you'd be like,Oh, Dan, you're a piece of shit. Like, you're just not like that really just, I would say the tone was deriving, derision is the word that came to mind. But it just scornful would be another way to describe that tone. And I started changing that tone. The tone of the voice is so key, instead of just kind of talking like I would talk to my kids like, hey, it’s okay. And one of the things that I realized was all of this, this pressure that I put on my younger self, we a lot of times go like, Oh man, I was such an idiot. But really, do any of us go into a situation, especially as younger people, do any of us going to this life decision going, you know, I'm gonna really fuck this up, like, do any of us go into that saying willfully, I'm gonna really do a bad job here. No, we do the best that we can with the knowledge and experience and tools that we have. And honestly, that's how it should be. Life is supposed to be lived experientially, we are experiential learners as human beings. So we go in, we make mistakes, and we learn from them. And so it's not truly a mistake. If you want to choose to repeat the lesson five or six times like I've done in certain situations, well, yeah, all I'm doing there is causing myself unnecessary pain. But if I wanted to find it as a mistake, no, I think that's just a lesson. Sometimes you need to get reminded of it. So it's changing the framing around life decisions, right and started, just hold that space for that younger self and say, hey, you know what, I forgive you, you tried your best, I am where I am, because of you. If you've never done that, I wouldn't know what I know, today. And really started, you know, opening the door to that cage, you can visualize open the door to the cage, and hold myself and kind of refer to my inner child as Danny and that childlike sense, where it really brought a lot of healing, funnily enough, in this whole process, I reconciled with my dad before he died, which was really cool to kind of repair that relationship. And, you know, that ultimately was the thing that led me to this journey of life coaching. So I mentioned I was in automotive, and it moved to finance. Well, I was helping, I set out during this whole period of therapy and kind of finding that healing that relationship. It was COVID. And, you know, I set out from my company that I work at, as an independent insurance agent, you know, from, you know, to, to essentially set people up for their retirement, you know, with who had life insurance and annuities and Medicare supplements, and I was good at it. And I really approached it from the standpoint of education, right? I see a lot of people doing this poorly. I want to do this well and be a force for, for a greater comprehensive understanding. So people know what they have, and they understand it. And they, they have what it really can be super beneficial and life-changing. And I approach it from that kind of holistic standpoint. Well, again, just because you're good at something in this case, just because I was good at numbers did not make me necessarily fired up about it. I had an idea. It was close. I'd always done things around like doing helping people doing good. And I just was fine. This is not clicking right. I think that's not entirely it. And then my dad got really sick. He got a super aggressive form of cancer and died at 66, 67. Anyways, right at retirement age. So it kind of really hit me going like, wait a second, wait a grid. I'm helping people save for their retirement. America says sacrifice now, be happy later. He didn't get his later, right? Many of us don't get our later, there's many people that are our age that you know, aneurysm. You're gone. You don't know when your numbers up? Why? And I saw this bumper sticker that day. And it's stuck me though. So it's kind of like a wake-up moment was, this bumper sticker went by, it said “don't postpone joy.” And that was, that was one of those again, things that stuck with me. It was kind of like that out of out of my experience going. Yeah, right. Because that's what it's about. Life is meant to be enjoyed. And we are choosing the way of suffering. And this is a, this is an unconscious choice, we can make a conscious and change that. So, I really started to examine what do I want to do and I'm like, everything in my life has built me to this point, It's brought me through, I have such an incredible lived experience. And I'm still learning and growing every single day. But I want my truth to be present for other people to discover their own, right? Because all of our lives are made up this that programming part, right? All of our lives are made up of these small T truths, that give our lives, of course they're biased and subjective because they're our truths but they make our lives so fundamentally comprises our identity. And so if we can discover those, those truths or reframe them that gives our life meaning, how powerful is that? Right? You can you can kind of take control of your destiny in a way and go, yeah, I'm going to choose to pursue my passion, or I'm going to choose to be kind to X or pay it forward or whatever, or I'm going to choose to pursue my own agenda, whatever. It's just your life, live it in the way that feels best to you. I just come from the perspective of, hey, I believe we are all in a little bit more spiritual here, but like, I believe we are all manifestations of a greater source, right? Whether you want to call it God, what do you want to call it? The universe? I don't care. I think that there's so many parallels, but we are this manifestation we are, you know, Wayne Dyer said, “we are spiritual beings having a temporary human experience.” I agree. We're energy, we are in solid form right now. But energy we know can never be created nor destroyed, you just transfers form. So what is consciousness? Right? We could go way down the track. But for me, it's the,the manifestation of the human soul is the ability to that ripple effect, right? That, that drop in the pond, our interaction today, maybe somebody listening to this goes, Wow, this is a bunch of baloney. Or maybe somebody goes, Wow, this is really profound, and it affects them. And it affects their life, in a way where every single interaction from here on to the end of their life is changed because of this. How many lives does that touch? Right? That is a ripple effect that transcends time. And that is what we have the power to do as human beings, is create on a level that is literally divine. So anyways, this whole idea of how I got into life coaching was that, you know, that journey up to that point, my dad passing and then going, I want to impact people. And the way I can do that is to bring my story of what I've gone through, how I've discovered how to, you know, tune out my inner critic and embrace my inner child and what that means, you know. My two, I would say, my two core gifts, are relationship building and communication. That's what I do. Innately, I do it well, and I want to be able to use them to impact people positively.
Pualena 21:58
Amazing, absolutely incredible. Oh my gosh, there's so many nuggets there. I just in the space that I met like, not by accident, I believe you're here in the Course Creators Academy podcast, where we talk about course creation, podcasting, blogging, journaling, like all of these, these vehicles for building your legacy. You said what we're doing now is transcending time, this episode, if it, if it affects one person, if one person listens to this 15 years from now, even and says, Oh my God, this is what I needed to hear today. This is, this is what's going to help me to choose path B versus path A. And for you–
Dan 22:47
That’s it, thats why we do it.
Pualena 22:48
Absolutely, like you are a beautiful example of your mess becoming your message. And that, no offence like I’m not saying it’s a mess.
Dan 22:58
No, it is a mess. It’s raw, it’s ugly. Hot mess. Clean up on isle Dan.
Pualena 23:07
And like that's, I have a friend who posted the other day, and it said, “you are most qualified to–” I'm going to butcher this but it's something like “you're most qualified to teach the person that you were five years ago,” or something like that, right? And so somebody's listening to this, and they're like, Oh my God, that's me. They're gonna send you an email. They're gonna say, I heard your story, and I am right there. I need help. Can you please offer me some support? Right?
Dan 23:37
Thank you. And you're right on. That's the way I kind of use what I do is, you know, life coaching, like people, what is that? Well, I look at myself as a travel guide, right? I'm a way-shower, I guide people from where they are now to where they want to be. And generally, the two things that I look for, like I just mentioned, my gifts are relationship and communication. The reason I look at that is, if we're having a relationship as a coach and a client, right? Or just as two human beings, right, there is some relational aspect to that. Are we friends? Are we colleagues? Are we just, you know, acquaintances, acquaintances, are we family? There is a relational aspect to that. How well do we understand and show each other respect, right? In a relationship there is intimacy, there's also boundaries that's essential for a relationship, whether define boundaries, and then there's communication. The other part of that is, how do you these both of these things for interpersonal communication, but also intrapersonal? How do you do these things with yourself? And that's what I really focus on is, can you communicate with yourself? How do you communicate with yourself? Are you introspective, if you are great, if you're not, I'm not your flavor. I require that introspection to dive in. And the second thing, that again that relationship, what's your self-relationship? Because that's the one that whenever we're stressed, right, whenever we have too much on our plate, whenever we have, like, I'm overwhelmed, that's something that gets put onto the pile, right? We don't focus on ourselves, this whole self-care move movement, right? It's so necessary because we live in grind culture, don't just push through, push through. Well, sometimes it's necessary in times of crisis, right? Your wheel of life, how you're doing that can stretch, but it's not meant to stay in that stretch position, right? We have the stretch to allow for crisis. But we don't, we're never supposed to live there. So it's this idea of, where's your self-relationship? Do you want to level up like this? This, what comes to mind here, I think the best way I can describe it is this metamorphosis. I want people who want to take it to the next level, because that's what I love doing. Like, you know, I had the fortunate opportunity to work with an incredible therapist who's you know, incidentally, also a life coach. Ha, funny. You know, and you know, they're not the same thing. But you know, what I do is as this, this Wayfinder way-shower is, you know, you're going to use that kind of path that was very much me seeing my own self in this and go, hey, you're on a path, you have a fork in the road, the left path is a path you've been going down, you know where it goes already. But it's the familiar one, the path that you haven't travelled is probably scary, because you don't know, it is unknown, it goes through a forest, you might get lost, it could get dark. But at the end of that is where you want to be. The cool part is about that path, is you have a travel guide, who's been there and knows the way and can walk with you. And that's what I describe, like is what I do, is taking people on that journey, that maybe mirrors my own, maybe it doesn't, maybe it's their journey, and they go like, yeah, that stuff doesn't apply to me. But this is really important. Okay, cool. It's so customizable, but I guide people through, through a lot of self-analysis, there is a ton of journaling. There's there's really introspective, you know, analysis of where are, where's this coming from? Like, I would say I break down my program into, into five, five modules. Essentially, this first is this whole awareness, right? Awareness is over 50% of the battle. If you are not aware of it, it is impossible to change, right? We have to become aware in order to have the capacity to change it. So who are you and what do you want? Right? And that leads us into limiting beliefs
Pualena 26:56
Two ginormous questions.
Dan 26:59
Yeah, yeah. Right, it's so foundational. It's so basic, like, wait a second. Yeah. Who am I? And then a lot of that is, you know, I can't answer that. That's something that you have to dive into. But I'm there as you know, I'm the copilot. I've got the map. You're the one that's, you know, on the gas and the brake and the steering wheel, you choose where you want to go? Yeah, this, who are you? And what do you want? And then that leads us into the limiting belief systems like, Oh, I didn't even realize that I believe this. A lot of times people go to belief. Oh, I don't believe in anything. That's a belief system right there. Right? I don't believe in anything. Okay, cool. I'm not a feelings person. Also cool. Like, both of those are limiting beliefs, right? You've chosen this belief system. And now everything that will you will frame around this because it supports this, right? So it's unconscious manifestation of usually you get something from a younger age. What, what I like to do to reframe a lot of times is look at beliefs, even if you want to use the big belief, like a religious type, use ideals, right? Or ideas. Ideas are malleable, ideas can grow and evolve and change as we do. A belief sometimes is pretty ironclad, this is what I believe is firming, it doesn't yield. Well, what does science do, right? It's constantly evolving. Hey, we didn't understand this before. Now we do. It changes everything. Okay, cool. There are some fundamental truths like gravity, right? But by and large, everything's always constantly changing. We are too, so let's allow our beliefs to evolve with us. But anyway, it's going from the awareness into the release, then we go into identity, and we go, who do you want to be? That leads us to this whole idea of the inner voice, right? Most of the time, this inner voice, this idea, and I did say I was gonna come back to this, right? The inner voice is not our voice, we have been taught to believe that it is, we've been programmed by society, we've been conditioned by the behavior, especially the behavior modeling that we see around us, especially as children, right? And I'm not demonizing parents. I'm a parent, and God knows I've made so many mistakes. And I tell my kids that I am not perfect. I have never been a parent before, I'm going to do things wrong, but I love you, I support you, and I want you to feel safe. You know, I'm always in your corner, let's talk. Right? So it's this idea that the modeling that we see, parents carry on the traumas in their parents, right? That we carry on this generational cycle of trauma and abuse and unreconciled like pain. So how do we break that right? Becoming aware of that first step and go through this process. And then we go into this inner voice piece. Okay. This voice has been talking to me that I've been led to believe is my own voice, because it's in my tone of voice. It oftentimes isn't. It's an authority figure from when we were young, most of the time it's a parent, but it doesn't have to be, it can be someone else that, that is telling us untruths, in our own voice. So, the step is to identify that voice and give it a name that's not yours, separate that, divorce that voice from your own consciousness. And then like there's a visualization that I do where it's, you know, again, I'm fast track of it's just to give you the synopsis, but there's a visualization that I do basically, I've invited that person to stay in this house with me. I'm going, in a house with my mind, I'm going to take the key that I've given them, I'm going to walk them to the door, and I'm going to shut the door behind them and it's locked. The only, I have the key there outside, the only way they get into this house is if I open that door, right? It's essentially, I like visualizations because it helps me. But sometimes, you know, somebody might not be super visual. But the idea is, I am choosing consciously to talk to myself in a different tone, which is essentially moving that voice out, to use different verbiage, different language. So, instead of like, man, I really messed up, hey, I learned something. Right? Hey, instead of, you know, like, gosh, I can never get this right. I'm getting better at this every day, or I, you know, somebody says, I'll never be able to do that. I'm not able to do this yet. But I will. Right. It's this small little things. Those are just a quick couple quick examples. That sounds a little hokey sometimes. So, sometimes people advise people, like just find something that works for you, that feels right, because you might, the verbiage, if you come up with it on your own, probably feel more aligned than something I suggest to you. Sometimes it won't, whatever, you know, it's everybody's different. Right? It's that whole, meet somebody where they're at part. But anyways, this inner voice pieces is critical that, you know, to understanding that the difference between that voice and your own. The last step, which is the most fundamental key to this, is installing the new voice, right? Using those the verbiage that you want to convey the message that you're trying to embody that empowering belief that helps you to be whoever you want to be, and then continuously re-engaging with it at every opportunity possible. So this is the part that's like, a lot of people go like, damn, this feels uncomfortable. Good its supposed to. It's, I call it a mantra, basically, you're going, so for me, mine was my key was Dan, I respect you, Dan, I love you, Dan, I honor you, right? Those, those things I just repeated to myself over and over. No, I love you, I accept you, I respect you, I honor you, it doesn't matter. The Hawaiian Ho'oponopono, right? Like that is those are so powerful. They're simple. But you reengage over, over, over, over and it becomes a foundational part of who you are. Right? So let's write it down. Put it on a mirror, put it on your phone, see it, write it, speak it. Here's the key, speak it to yourself, as you're looking in the mirror. Right? You are now engaging on many different sensory levels. It definitely feels awkward, and it should, but you're, you're rebuilding the foundational identity of who you are. And so that continuous engagement, you'll find that the inner voice creeps in less, I certainly did. Right? It creeps in a lot less because I'm not giving it a foothold but it's outside on the porch. I'm not letting an into a door, I have a new guest and this guest is somebody I want, you know, this whole idea of of, oh, well, you can't fix that. I don't buy it. I don't buy it. Anyways, that is an a we kind of really went hard, hard to the right there. But that is, that is how I've I try to portray my, my journey through and guide clients through it and kind of a self-realization of, hey, here's how you change your programming.
Pualena 33:05
Ugh, I love it. I love this so much. And you have such a, an approachable, digestible transformational process that, you know, I mean, again, it's digestible. It's not easy. It's not comfortable. Like let's let's not get it twisted, those are not the same. But it's so, it's tangible to a certain extent, right? People can they're like, okay, five steps, I can do that. And what I love about what you do is you're almost like, re-parenting yourself. And you're teaching us how to, like, I would never speak to a child the way that I've spoken to myself, ever.
Dan 33:47
Exactly, yeah.
Pualena 33:50
And it's like, so there's this Instagram or Tiktok, I don't know, it's viral video of this father, with his daughter on the counter of the bathroom, looking in the mirror, and they're doing affirmations together. I'm sure you've seen this. And he's like, repeat after me, look in the mirror. He's like, you're beautiful. I'm beautiful. I'm smart. I'm smart. You know, it's it's like, you know, just these positive affirmations and everybody shares it. And they're like, you know, best dad ever. Like, this is so cute, so sweet. And yet, when we put ourselves in front of the mirror, and you're like, you're awesome, you're badass. You're like, it feels like, like, oh, my god, I, I, you're crazy is what you are. Like and its yeah.
Dan 34:25
Yeah, exactly, yes. And you hit on something that was so, so key, right? It's like, I would never talk to a kid the way I talk to myself. Right? And that's something I call out a lot of times going through that part of the module, right? Is, is would you ever let anyone talk to you that way? Would you ever talk to someone else that way? So why is it okay for you to talk to yourself that way? It's not but we become conditioned to essentially just, you know, we become used to, acclimated to, this narrative of I'm not good enough, right? And so I think this idea that I tried to portray here the inner critic, well, why does it need to? You know what? We all have it right? Let's be real about it. Let's stop messing around and go like, Yeah, we all struggle with self-talk. Every single person, I think I've ever met struggles of self-talk, for some reason, we're not going to talk about it. Get out of here. No, let's talk about it. Let's talk about the real shit. Let's go. Let's dive in. Because we can be better than we are now. And why don't we want that? Right? Don't we want to be better? Are we comfortable living in pain or suffering? Or my life is good enough? I don't need to improve. Okay, that's cool for you. I'm glad that you found peace, wherever you are, that's not good enough for me, I can celebrate the growth that I've achieved and go, man, I'm so glad, look how much progress I made and also the mountains not over. I'm going to keep climbing. Because I want to see that view from the top, right? Even though it's a mythological top, it doesn't exist, but it's this idea of continuous improvement. I really vibe with that. So that's the kind of like, you know, essentially, that's who I want to work with is somebody who's like that already in the stream of like, cool. I'm, I've made progress. And there's still more to go. Yeah, let's go. And somebody who goes like, yeah, no, I think I'm good enough. Okay, that you know, again, flavors, right? That is not my flavor, I'm probably not your flavor, I wish you the best. And I hope that you find so much peace in your life, in that place where you want to stay. I just don't think that I'm wired that way. You know.
Pualena 36:26
Totally, you see human potential. And I love that about you. And I love so, let's talk a little bit about the mindset of the entrepreneur because. I think entrepreneurs are a special breed of human. I don't know if the and again, you see human potential. So I'm not saying that. I've heard people say, you know, only a special person can be an entrepreneur, entrepreneurs have grit normal people, don't they have this? And I think that's, that's BS. Entrepreneurs are just typically people who say, Oh, my gosh, there is another way. Let's try it.
Dan 37:02
Boom. right there. Yes. That the, you hit right on one of my really like, vibrant points. There is a better way, I wouldn't necessarily say entrepreneurship is the better way, it is a different way. But the idea behind the entrepreneur is there's a better way, right? I see this problem, I want to come up with a solution, or I have a gift that I want to bring to the world in my unique way. I come from a, so funny enough, right? This special breed of people, I come from a background of sales. And most people go like, Oh, I could never do sales like retail. It, It is terrible. Some people love it. I was good at it. I did not love it. It was, it was onerous. And then I was in insurance, right? Same thing, I chose two really tough career paths to get here, and finance but like this idea that there is a better solution, right? It's taking a look at something where like we do our own self-analysis, right? What are the pain points? Is this acceptable to me? Right? Like I think the way I break it down almost hierarchical in the sense like you start at the top and go, What do I like? What did I don't like, I've made a lot of decisions using this. This is a very cognitive model. So it's not intuitive. There are different you know, I love learning how to trust my intuition. It's definitely not something I would say I'm super skilled at but I'm learning, right? This is an area where I'm growing and I'm excited for, but the strength of the cognitive model is hey, what do I like? What do I don't like? And then you can write this down. If sometimes you people the writing, writing exercise is really helpful. But again, like, don't like, its this pros-cons list of the things that I don't like, what do I have the power to change? There will be some, there will not be, there will be some that you can't, and of the things that I cannot change? What can I accept? What can I not accept. Cause sometimes it's just that acceptance piece of yup this part is not great, and I cannot do anything about it. Okay. And that last part of the things that that you don't like that you can't change that you can accept? Is the pain strong enough to prompt the change. And that usually is where you get to have the final like whittling down that, that thread to get to this point. And it usually the pain at some point will become unbearable enough to go, I have to find a better way. Otherwise, it's just living into this perpetual pain. And some people again, I'm not knocking that some people are really good at detaching from that and going yep, it's not that big of a deal. I don't like it, but I can endure this because all of these other things are so good that yeah, this little piece right here. Okay, whatever. And I think that those people, most of the time, find a way to work within the existing frameworks of the systems that are in place, the people who go, it's gonna make me, I gotta cause a change. That's the entrepreneurial spirit.
Pualena 39:47
Absolutely. And I, that, that willingness to try something that is not already presented to you, creating your own structure, creating your own systems, your own path. It's kind of a scary place to be. And so there's that mindset. Like you sort of come become accustomed to practicing discomfort, which is so awesome. And I think it sometimes gets us in trouble. Because we end up putting ourselves in situations that are very similar to what you were talking about. We’re like, okay, you know, as the entrepreneur I need, I've accepted a life of a little more struggle than an employee. Right? And sometimes I think that, that pressure and that hustle that we, like, put ourselves into becomes chronic. And it's no longer pressure that creates something positive, it's pressure that's starting to create something very, very, very damaging. So let's talk about that. It's almost like the hustle mindset. And like,
Dan 40:57
I was just gonna say that, yeah, look at you.
Pualena 40:58
Yes, lets do it.
Dan 40:49
I think the biggest thing where I want to come to this is being intentional, right? Being intentional that is just something, especially with the holiday season on us. I really chafe against obligatory duties, right? And that sense of, oh, I have to do this, especially going on holidays, if you celebrate, right, like, I have to do Christmas with my in-laws, or my family or whomever or like neighbors or whatever. Like if it doesn't feel good. And I'm going to tangent I'll come back, you know, because that's what to do.
Pualena 41:28
I love it, me too.
Dan 41:30
If it doesn't feel good, why am I doing it? Is it something well, okay, you know what, my kids really like it, I want to see them happy. No matter really, they call it a person, but their joy is something that I want experience. Okay, worthy. That's, you know, for me, cool. I'm not a super holiday person, or let me change my story. I haven't been a super holidays person, I want to leave that open to change. I want to become a holiday person so I can experience this joy with them. Right? So this whole idea of the intention behind, I'm doing this for this purpose for this reason, versus yah, I'm just doing it. I don't know why I hate it every minute that I'm doing it. I hate it. Right. Okay, well, maybe this is not the best decision to make then. Are you putting yourself first, right? This, there are times when we're called on to sacrifice, there are times when we're called on to set that boundary and say, you know what, I'm honoring my feelings on this one. And I'm not going to do this. Because it's not something that I want to do for whatever reason, right? I just I think intentionality is so, so key for, coming back now, for what you're saying with this hustle culture. Right? Why are I, why are you, why am I, excuse me grammar, doing this? Right? Why am I choosing to XYZ, like post videos on social media? And ultimately, I found for me, like social media is not my thing. I don't resonate with it. It's not something that feels aligned with what I want to bring. It's not, I don't, I haven't found a way to do it super authentically. So my, my strengths are in conversational, why am I doing this? What is the intended result of the action I am taking? What am I trying to go for, and also leaving myself enough flexibility and kind of receptivity, receptivity to just allow what happens organically and naturally. Because to come in, right? Because I think one of the things that I learned, I'm generally at heart, a very analytical person, and I plan compulsively. But then I've learned now to take that plan and throw it in the trash, I create the plan to give myself structure. And then let chaos in a sense, roam free inside the structure, because so many cool things happen, that I couldn't have ever anticipated, or because of something that was totally outside of my control. So don't marry the plan, right? Make the plan to give myself a little bit of framework like okay, I'm going to do XYZ today, or I'm going to intend to do this today. And then oh, this came up, I ran into somebody I hadn't seen in, you know, in two months, we had an incredible conversation. I feel so uplifted or Wow, this connection that I was waiting for a callback from called me back. I didn't get to these things, but that's okay. And I think that, that freedom within you know, kind of that freedom within the structure is the best of both worlds. If you're constantly in this whole hustle culture, place of drive, drive, drive drive, and everything is just so high force, right? That is going to differentiate two things. One, the doing mode, it's so heavy in the doing I have to do, do, do, do. We are so problem solution-focused. We cannot be. And this being mode, you know, this was in a book that actually that I read back when I was really going through the heavy therapy was the mindful way through depression. It's a book essentially incorporating mindfulness into, you know, into therapy. Jon Kabat Zinn who created that is in Massachusetts, the mindfulness-based center for I can't remember exactly Mindfulness Based Center for Mental Health. It's I think, for stress reduction, and a lot of mindfulness techniques. And so this idea of being more, being present of being like just here, not thinking, it was so foreign to me. I had never, ever held space, and doing that, at first felt super uncomfortable and as I felt guilty, like I should be doing something, right? I should be, I should be taking action. Okay, why I'm in this problem-solving mode all the time, it's become second nature, what when we don't have problems to solve, we try to, essentially sometimes, subconsciously, we will create them so that we have something to solve, right? It keeps us out of this element of just existing, being able to receive, being able to hear and listen to what is going on around us. So, I want to say hustle, hustle culture itself, the idea of putting out effort to achieve something is a beautiful idea, and I think is very necessary, especially as an entrepreneur, the danger is, like you said, at the beginning, we can get trapped and create something very harmful, because we get so focused on the to do list and on the reason why we're doing it.
Pualena 45:49
Would you say that, that sometimes is a space we create for ourselves? Because we don't want to look at the reality around us? Or who, who we are currently or what's going on? Like, are we hiding other issues in the work?
Dan 46:08
I would say that's a very astute observation. Most of the time, yes, I think here's the, here's something again, that's kind of a neat duality, like this. Procrastination is a superpower. As long as it doesn't come to getting the thing that you're trying to get done. It will make you so productive in everything you'll find so many things to do, you become this champion of everything else, besides the one thing, so it can still be used as a force for good, but in its nature, its avoidance, right? Just like this hustle culture on its face, right? I'm productive, I did all this stuff, I'm really gonna go geter, I'm functioning, you know, accomplishing badass, who just achieve, maximizes and achieves right, except what am I running from? Right, this idea of presence, I think it typically is more Eastern, in, I think, in thought and philosophy. But this idea of taking space, right, meditation, I just see it, I see it in my kids, I see it a lot. This constant bombardment of sound, right? This noise, noise, so much noise, I'm listening to music, I have TV on, I have something else going on. There's always stimuli from somewhere around me, going into my brain, when am I ever taking time to be, to focus on breath, to think my thoughts or not think them to listen and look and just be present? It's very much not our culture. And we miss so much. Because we are not able to receive that. I think that there's a big movement that I've seen, at least in Vermont, you know, that is very much mindfulness-focused. And I think we're seeing that in our generation, more of all the generations, like come to this place of hey, you know, there's something in this, right, there's something in this presence and being aware of the breath. We're taught, we have like the five senses, there's, there's certainly well more than that. But to name three, right, we have this sense of proprioception, right? That's where our body is in space, we have the sense of vestibular sense, which is a sense of movement, the big one, and this is what I want to focus on is interoception. How do you feel inside your body? Right? What is that sense? It's not something tangible, yet its present, right? It's not something I can I can name I just did like, in a sense of like, what organ allows me to send like to proceed this sense? Well, it's still there, right? And if I'm allowing to tune into that, and that has gets back a little bit more to that intuition. What does my body feeling what is my body saying to me, but also, what is nature saying to me? What is this other person saying to me, or what am I saying to myself in that unspoken communication, that self-relationship, right? If I'm constantly loading in music, or I love music, I dig it. But if I'm constantly putting something in my ears, am I able to listen to the other communications that the universe or my body or other people are trying to have with me? Probably not.
Pualena 49:04
Yeah. So interesting. I mean, I, I see it everywhere. College campuses. Anywhere like you walk around the city. And there's, most people have air pods. And they're walking around. And I'm always curious. If so, I have a lot of friends who have kids who are you know, like, middle school? And some in high school, and they’re at family parties in the corner listening, or they even have just one in at all times.
Dan 49:31
My son, does it all the time? Yeah. Yeah. Yeah, he's 12. And he does it all the time. You get one and I'm like, Oh. I can’t.
Pualena 49:39
Yeah, I’m like, is there anything going, are you listening to something? Or is it just your way of protecting yourself from having to talk to other people because I get that, but like–
Dan 49:45
I get that, for sure.
Pualena 49:46
You know, I, It's, I am. I fall into that trap quite a bit because you know, you go for a walk or a run. And instead of letting that be a time of meditative space, I'm like, can I listen to an audiobook? Can I like kill two birds with one stone here. And it's. I have a hard time because I also love that I'm like, able to expand my knowledge. You know, listen to great things, enjoy music that I love. And I love what you said about intention, right? Like it's just intentionally creating that space for, for quiet.
Dan 50:23
It is. And I would say, just to hit on your point before we go back to intention. I don't, I don't think there's anything wrong with that, like I listen to music, I listen to, you know, audiobooks or podcasts or, or sometimes I'll, you know, have conversations, sometimes I will listen to, you know, have earbuds in I think the danger, though is just again, not being aware of that, oh, this is just what I do. What I see people, like where it raises a flag for me was when somebody goes like, I'm uncomfortable with silence. That's the one where it's like, ooo, so just want to make that differentiation is it's not bad by itself. It's not bad. But let's look at the underlying reason. Right? Let's look at the, the big thing is, I think so much is lost in context, right? The contextual nature of what are decision-making, right? Is it something that is intentional? Is it something that is habitual? Why are we making this, is it one we make often? Again, what are we avoiding? Always a good question to ask, and I'm gonna go back to an original point I made that I wanted to touch on again, journaling, right. The reason why this is such a big fan of journaling, and why I require it for my clients. Journaling gives us glimpses into our past narrative. Now we know with growth, right? Growth is incremental, we generally there are light switch moments, right, you'll have level of moments where it's da ding. But most of the time growth is incremental, like when we grow physically, right? When plants grow, we don't see it daily, we see it, oh, wow, here's a picture. Whoa, that got so big. When did this happen? Right, we don't notice it. And so looking back, it's like opening a window into the past. And going like, three months ago, I was writing in this tense using this tone, I was, I can't even identify with that thought pattern anymore, I can remember that I thought it. But I can't even connect with the person who wrote that down. That's a marker of progress. That's something to be celebrated. And it's also a great reminder of lessons from the past. I know some people write journals and burn them or just don't ever look at them. And that's cool, too. I like looking back because it's sometimes again, I can remember that lesson without having to go through the pain again, to relearn it to be remembered. You know, that sense? I want to, to acknowledge that younger me, did the best he could and learn this lesson. And again, older me, future Dan is going to be so grateful that younger Dan did him a solid, right? Like I love that. And so like for me journaling is a must in that stage of looking back and going, Wow, creates self-awareness, helps to recognize, like, realize growth and progress. And I think again, that that whole idea of the introspection, the asking why, journaling is really important. It's really important. Even if you're not going through anything, just take literally one minute a day, but write for one solid minute, anybody can create one minute of time in their day. And to be able to write down, this is how I feel today. Boom. Okay, cool. You just wrote one thing, but it's creating that habit, right? And just to one other thing that you said, right, that feeling of being productive, like, oo, I just killed two birds with one stone, it's not bad, it actually can be really, really helpful. But it's also important to take space too. So I want us to just marry the two, right? There can be a blend, you can do 2, 3, 4 things, and knock them all out. But also, it's important to have that time, that sacred time that separated for you to just be and I do not think there's enough of that in our culture and again it's growing. But it's so important to set aside that time to just check in with yourself, you are the most important relationship in your life. Right? You will always be with you until you pass on to the next stage. So, wouldn’t you want to invest in that relationship, I know I do. Right? Sometimes I'm not a very good self. And then I check in and go, hey, this isn't who I want to be right, right now. I'm sorry, like, whether it's to myself, or whether it's other people kind of like, I'm sorry that I did this, it doesn't reflect on my values or principles, I'm going to make better choices, right? I'm going to make choices that are in my best interest, I'm going to make decisions that I feel live up to my values, right? That whole value based decision-making piece that's, you know, do my, do my decisions and my choices line up with the things that I believe are important. And I find when we're in like alignment with that we have peace and when we're out of alignment, it feels dissonant, right? That's when I think sometimes it creates that kind of unease or unrest, and it just it's hard to reconcile. So always good to just check in from time to time and go, like where am I at? Right? So.
Pualena 54:26
Yeah, it's the one potentially toxic person in your life that you can't separate yourself from. Against all the guidance out there yeah, that is so, I mean, I think that this has, this has been a really transformative interview. And–
Dan 54:44
Thank you, I love it.
Pualena 54:45
I love, we barely I feel like we barely scratched the surface of the amazingness of Dan and so part two is coming.
Dan 54:51
Part one. Yah, I was going to say part one.
Pualena 54:54
Exactly, but thank you for just so just openly and honestly sharing and for the work that you do in the world, it's so needed. It's, it's just so impactful. And you really are making this world more beautiful. So thank you. And yeah, how can people connect with you?
Dan 55:13
Thank you. I would love to connect with anybody who wants to talk. You know, one of the things that I do offer is, I do offer a free discovery call. If somebody's like, okay, Dan–
Pualena 55:20
Do it guys, do it.
Dan 55:22
–I heard you, what are you all about? It's, it's a free 45 minutes to connect, and go like, hey, again, this is what I'm about. What are you about? Where are your pain points? Where do you want to go? And it's very tailored to that person, specifically, again, totally free, if you want to work together in a coaching relationship. Fantastic. And if not, I hope that discovery calls super helpful, like, I am just here to help raise that collective consciousness. So, that is something that you can book on my website or email me. My website is myfeelgoodcoaching.com, or again just email me dan@myfeelgoodcoaching.com. You can call me, I have my number right on my business card, Pua. You can put that on the on the podcast if you want.
Pualena 56:00
Yah, I’ll put that on the show notes, for sure.
Dan 56:03
Go for it. Absolutely. I will be happy to connect with people. I am taking a hiatus from social media for the time being but stay tuned. And I would say the one thing I would just leave people with again, just hitting on that intentionality. What are you doing? And why are you doing it? And is it something that you want to do?
Pualena 56:23
Beautiful. Thank you so much, Dan. We will talk to you soon.
Dan 56:27
Sounds great, Pua. Thank you.
Intro 56:28
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five-star review, and tag us on Instagram @pualena.co, for a shout-out on the next episode. And be sure to visit pualena.com, for more info. Thanks again for listening.
Pualena chats with two phenomenal women, Rachel Grunn and Andrea Cwik. They are nationally recognized real estate investment experts who aim to educate and empower people to multiply their money and unlock their financial legacy. Rachel and Andrea share how they met, started their podcast and business together, and made multifamily real estate investing work for them and their investors.
Rachel and Andrea also geek out with Pua on business tips, how to effectively work with a VA, the cool apps they enjoy, and a little about how their partnership works. If you’ve ever been curious about how to run a business and collaborate meaningfully with a partner, this episode has gems of wisdom for you!
About Guests:
Rachel Grunn
Rachel Grunn is a seasoned real estate investor and syndicator and is the co-founder of Third Coast Capital. Her portfolio has included large multifamily assets, residential rentals, fix and flips, commercial real estate funds, and mobile home parks. In the past few years, she has traded nearly $100M in commercial and residential real estate. While Rachel is passionate about ensuring the success of every acquisition for her loyal investors, her biggest "why" is her family – 3 month old daughter, Willow, and husband, Dylan.
Andrea Cwik
Andrea Cwik, cofounder and managing partner of BigShine Capital, is a full time real estate investor with ownership in nearly 1,000 multi-family units and over $180M in assets. She is also a single-family real estate flipper, a short-term rental host and a landlord. If there's one thing she’s obsessed with it's using finances to fulfill her purpose. Her passion is to show everyday investors how they can build wealth through commercial real estate. Andrea is also a mom to three amazing young boys and a wife to the best human on the planet.
Resources:
GoodGood Investing podcast
Enneagram test
Smart Mic Plus App
Go High Level
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Rachel Grunn and Andrea Cwik: website | podcast | youtube
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Transcript:
Rachel 0:00
Even with male partnerships, I think there should never be a fight. Because if you're truly leaving ego at the door, then you are receiving what your partner says in love. And you're considering it right and you sit with it thoughtfully and think, yeah, you know what? I could do better.
Intro 0:16
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact-driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 0:41
Today on the podcast, we have two phenomenal women, Rachel Grunn, and Andrea Cwik. They are nationally recognized real estate investment experts on a mission to educate and empower people to multiply their money and unlock their financial legacy. We dive into how they do this through the business that they've created together. And then we geek out on some business tips, cool apps that they enjoy, and a little bit about how their partnership works. And it's just a really, really fun and inspiring episode. So without further ado, here we go. Okay, Rachel, Andrea, welcome to the podcast. I'm so grateful to have you here.
Andrea and Rachel 1:31
Thank you for inviting us, yeah.
Pualena 1:33
Amazing. Well, we just had a super fun pre-recording chat. And so we're pumped, we're ready to go. And I'm going to toss it right over to you. I would love for you both to share. By the way. I love that there's two of you. It's like, it's bringing back so many fun, like Co-hosting podcast vibes from a podcast I had before. So I'm all smiles today. So yeah, I would love for you to introduce yourself to share your stories, how you met, how you got to doing what you do, all that juicy stuff?
Rachel 2:03
Oh, gosh, yeah. Well, I can start with where I come from and how I got here. I'll spare you the boring details. But the short story is, I'm born and raised in Dallas, Texas, which is where we live now. And I was homeschooled growing up. So I grew up in like a real estate family. So I was like scraping tiles and peeling back backsplash off. And I mean, I'm sure there's like some child labor law against that. Hopefully, the statute of limitations has expired, and I'm not incriminating my mother, but it taught me a lot, okay. They didn't have to pay contractors, they just use their six and seven years old. So I'm kidding. But no, it taught me so much. And I just got hooked. And then I actually have a very long career in high fashion modeling, which took me all over the world at a young age. So around 20 years old, I had disposable income. And so I was using that to invest in real estate because it's what I knew. And then my mom about seven years ago found out about commercial real estate as an investment in like the passive side of real estate investing. So instead of doing flips, and being a landlord, she was investing passively and making even better returns. So that kind of blew my mind, changed my life in a nutshell. And so that's what I do full-time now. And Andrea, and I, I'll let her share her story. But we met at a multifamily networking event, because her husband JJ was in like chefs kiss, impeccably dressed like, to the nines, and my mom was at the event with me and she was like, I'm sorry, you have to be she's talking to her husband. She was like you have to be someone. You are someone important because no one just walks around dressed this great. And he goes, it's my wife, Andrea. She's the one that dresses me. And so we're like, we have to meet Andrea. And so we met obviously, we like have very similar energy. We both live in Dallas, and it was just like boom, fireworks.
Andrea 3:51
Yeah. It was amazing.
Rachel 3:53
What about your story? Where do you come from?
Andrea 3:54
So, my story is no real estate background actually. But I started out in California. That's where I was born in San Francisco. And I grew up, got, you know, educated, got degrees, went and worked corporate in Silicon Valley. I was trying to climb up that corporate ladder. And then my husband and I realized that we had no time for our kids. And so the desires that once were getting out of our degrees changed and shifted because we had kids now. So we really wanted to find more time for our family. And we decided, well, moving out of Silicon Valley was probably you know, something that we should look into. And we came to Dallas and we absolutely loved it. We love the people. People of Dallas shout out, y'all are so nice, so kind.
Rachel 4:51
She's talking about me.
Andrea 4:53
Especially my partner bestie. So yes, we loved it and we moved here to Dallas. Had some disposable income from, you know, moving from California and selling our house. And we had this capital to deploy and didn't really know what to do with it. So it sat in our bank account for like a year. And we're like, we really need to get educated about investing. And so we started off with a flip, because HGTV lover, love all those shows. So we decided like, oh, okay, well, it doesn't look that hard. Well, it was, we had a crookie contractor who didn't know anything and like, took some money, you know. And so there was a lot of–
Pualena 5:37
You’re now seven-year-old Rachel, that was the problem.
Andrea 5:39
I know. Exactly, yeah. And our kids would go and we actually did it in Waco, like Chip and Joanna Gaines. Our kids would be like, Oh, my gosh, another two-hour trip to Waco, you know, and so, we decided that we wanted to explore other parts of real estate. And we just loved the multifamily passive investing part of real estate. One, because we wouldn't have to drag our kids to all of our projects, but two the returns were just a lot better. So we got really heavily invested in multifamily. That's where we met Rachel and her mom at a conference. And yeah, it's just been the greatest partnership ever since.
Pualena 6:27
Oh, my gosh, this is the best story. So do you dress Rachel?
Andrea 6:33
No, you know, she, she knows how to dress, so well.
Rachel 6:37
Listen, I– not for my lack of trying. Okay.
Pualena 6:42
Because you guys both look amazing. That is such an awesome story. And so now you guys have come together, you created, a you've co-founded a business, right?
Andrea 6:52
Yeah, yeah, we started, we co-founded a business. We started a podcast–
Rachel 6:57
–we're writing a book.
Andrea 7:00
Yeah, we're writing a book, which is a surprise to our investors, because they don't even know. We're gonna book this year. Yeah. And then we're just really looking to get the word out on the knowledge that we once didn't know. And we know now and there's just so much opportunity for people to really take hold of their time, and give, give themselves more time freedom. That, you know, not the everyday person knows. And so we just want to share that.
Pualena 7:30
That's brilliant. I love that. And I love the passion and sort of your heart for sharing what you've learned and, and something that made your lives so much better and more, more abundant, but not just financially but time abundance. Right. That's, that's not what we think of as more valuable, but it kind of is, right?
Rachel 7:53
Yeah. You can’t buy it.
Andrea 7:57
Yeah. So, we're both moms, you know, and so now we can educate our kids and learning this other, I guess, you know, another way for them to live another alternative, right? Like, not everyone wants just a normal career. And there's this other option that they'll learn about. So that's pretty cool.
Pualena 8:16
Yeah, let's dig into that for sure. So multifamily passive investing, is that right?
Both (Andrea & Rachel) 8:22
Yeah.
Pualena 8:24
Epic. What is that?
Rachel 8:25
Oh, gosh, in a nutshell, it is, we use a syndication model in real estate. And syndication is a super fancy word for crowdfunding, we are crowdfunding $30 million real estate flips, okay? So we're crowdfunding these huge purchases of these, like 200-unit apartment complexes. And in exchange for the capital that our passive investors bring to the table, they get a piece of equity in the property. So they're getting that tax depreciation benefit, they're getting the benefits of appreciation and cash flow. And then the beautiful thing about it is because there is so much pie to share, that means that they don't have to do any work in order to get all the benefits from a real estate investment. And they are flips, right? We're buying distressed properties, and we're fixing them up, they take longer than a flip because there's tons of units, but it's that same model. So instead of pounding the pavement on a single-family flip, where there's so many things that could go wrong, you're strung out, you're exhausted, fatigued, this is a fantastic alternative to the same thing with less money, and more profit.
Pualena 9:28
Brilliant, that's beautiful. And do you have to have a ton of disposable income to start doing this?
Rachel 9:36
No, no, you don't. If you're thinking about like a flip or maybe a rental property if you're putting down 20% on a rental property, which on a $400,000 property is like around $100,000 or if you're buying a flip, you're probably not going to do it cash because lenders won't lend on a distressed property so you probably need 150-$200,000 liquid to buy the property and also finance the rehab in a small market. With ours, our minimums are 50k. So pretty low barrier to entry. And we don't care about your tax return or your credit score. So that also opens up people that otherwise couldn't buy an investment property to invest in real estate.
Andrea 10:13
Yeah, the, the big huge differential is really like, you can get a loan for a single-family home for a rental, right, but that there's like a debt to income ratio, there's a whole bunch of calculations to see if you actually qualify for the loan. But on multifamily, the general partners that are putting the deals together that are finding the deals, we’re using our credit and our net worth, to buy these large apartment communities. And so then, really like our investors, bring in the capital, as well as we put our own money in as well, but we are buying them together. So everyone's a co-owner of these apartment communities. So it's a really beautiful thing to be able to offer this to multiple people. And I know like my friends in California, they don't have like, you know, a bunch of extra income month to month, right to carry like a rental. Say, if somebody just their lease expires, and they're looking for people, they don't have that extra income to be able to pay the monthly mortgage insurance, property taxes, things that need to get fixed. But do they have maybe something in their 401 K or their retirement funds, that they can diversify from stocks into real estate? They do. And so they can do that through multifamily investing and investing passively with us.
Pualena 11:42
Brilliant. So you guys don't just teach this, but you offer a vehicle for people to actually begin this journey and make it happen.
Both (Andrea & Rachel) 11:52
Exactly. Yeah.
Pualena 11:53
Wow. That is so epic.
Rachel 11:57
Yeah. And, you know, I think like, I think it's not even just like the passive element that that makes it different from single family. It's also how it's valued. I think, like we do, we do a lot of education on our podcast. And for these reasons, because people just don't know about it, and how it's valued, like a single-family home is worth what your neighbor sells for. And in this market, as people are discounting their purchase prices, your home is losing value, the one that you live in, in commercial real estate, it's not based on comps, it's not based on what your neighbor sells for, it’s based on income. And that's it. So it's a formula. And as long as you're keeping rents steady or increasing them and you are lowering your variable expenses, you are increasing the property value. For example, on a on a 200-unit apartment complex, if we were just to increase rent $50, just 50 bucks across all 200 units, we have just increased the value of the property $2.4 million, a $50 rent increase, 2.4 million. If you have a single-family home and you increase the rent $50 a month you make $50 a month extra, and you don't change the value of the property at all. So that is huge, especially as we're heading into a difficult uncertain economic landscape. You want to make sure that the assets that you're investing in are not losing value, based on the economy based on interest rates and stuff like that. You want to make sure that you are mitigating the risk in the market, even the stock market right now. And investing defensively and assets that can withstand a recession.
Pualena 13:25
Brilliant. Hey, if you haven't checked out the, it's called Good Good Investing. Right?
Both (Andrea & Rachel) 13:30
Yeah.
Pualena 13:32
Good Good Investing podcast. What I love about you guys so much is that, A. you're such a blast to listen to you guys are so fun, and just very real. And I think the world of investing and specifically this type of investing is very intimidating for people who don't have prior knowledge, right? Like, oh, that's for the realtors. That's for the you know, financial people. That's not for me. And yet what you say now, right? Like you can invest in a single property and get a, get some benefits, right? That's not the worst thing. But there is a way that we can create massive growth, massive passive income and it's not actually that crazy. With your support with your guidance. And you speak about this in such an approachable and non-judgmental way. Because we don't know what, what we don't know. Until we know right?
Andrea 14:27
Yeah, exactly.
Rachel 14:28
You’re gonna make me cry. You just like summed up our whole mission. And like, 30 seconds.
Andrea 14:31
Yeah, seriously.
Rachel 14:33
Yeah, you're amazing.
Pualena 14:34
You're amazing. I'm just I'm just reflecting what I hear. And what I see. You guys are really incredible. Thank you so much.
Rachel 14:42
Yeah, of course.
Pualena 14:43
Yeah. Let's, let's talk more about sort of, if somebody's listening to this, and they're like, this might just get me out of this. Even if it's just a mindset or the situation that I'm in. I'm very interested in this. Where do I even start? Let's start there.
Andrea 15:00
Yeah, so go to a goodgoodinvesting.com. And it really is just a, it's our website, and it'll launch you to more information about multifamily. And then you can set up a call with us, you can download, we have a good tool on there, that is just so amazing. It'll help you discover your net worth, maybe some capital that you can deploy, you might be richer than you think we call it, because some capital is just sitting in places and you don't even think about, like, oh, that's actually extra money I can be investing with, like we are all about make your money work for you. So you don't have to. So we go through that tool to discover where you have, you know, your finances and what do you need to retire comfortably, and hopefully you can retire early, and then how much you need to invest to reach your retirement goal.
Rachel 15:59
Yeah, we call that our freedom number is, how much money you need to make per year in order to retire from your W2 or 1099. And then your magic number is how much you need to invest to make that freedom number in passive income per year. So that is like, that magic number is like should be your beacon, your guiding light. And for people who feel like, like you said, Pua, I couldn't have said it better. People are intimidated, right? They think that commercial real estate investing is for the Warren Buffett's of the world for the billionaires of the world. And yeah, they those billionaires do take advantage of commercial real estate investing, but it's for you also. And we, we structure our deals to accept anyone. There are some people that offer deals to people and they only accept accredited investors, which are essentially super-rich people. We have structured our deals, it's more paperwork and headache for us. But we do it so we can make it available for anyone. And on our podcast, super short episodes. We just like break down every question you could possibly think of. And we really, really try to make it accessible. So I love that you said that.
Pualena 17:00
Yeah, absolutely. Thank you so much. We will link that in the show notes. And definitely check that out, gang. It's so, I just think this is one of those, you guys are a great alternative to the traditional financial advisor. I think, that's sort of like, right? Not to, not to devalue that industry or, or that service. I just think that this could be an alternative that might yield a little bit higher of a result.
Andrea 17:34
And it doesn’t, it's not usually as up and down as the stock market too, because it's in real estate, we still have an asset, we're buying a value add, right, and then we're increasing the net operating income. It's not that up and down, where you're investing in businesses, that you don't even have control over how they're doing. You know, somebody might say something, and then like, their stock goes down, you know that I mean? They are massively awesome. And the stuff–
Rachel 18:03
I feel like you’re talking about someone in particular. The now-owner of Twitter.
Pualena 18:08
No shade Elon.
Rachel 18:11
My brother works for Tesla and a lot of his pay is like his stock options. And he's like, oh, yeah, he's like, my net worth changes daily. Like, I could not, I could not. But yeah, that the volatility is like, what, that's what you see, and like the market, and you can hit it big if you buy right and sell right, but it's such a gamble. And historically, the stock market has averaged 7% a year, historically, our investments do around 20 to 30% a year. So it's kind of a no-brainer, in my opinion.
Pualena 18:40
Yeah. Absolutely. Well, thank you so much. I'm super stoked. Let's like, if you remember something that you want to share, we can jump back. I do want to dive into just sort of geeky business stuff with you guys. And just personally, I love business partnerships. And I love to just hear you. So I used to have a business partner, and we would go on these podcast tours. And one of the questions I got asked the most that I hated. And so I just want to like shine light on this. I'm not going to ask you, people would always say, Oh, so you guys are two female business partners. Do you ever fight? Like, what is that question even about? So I’m not going to ask you, I'm just gonna like vent that that was a ridiculous question.
Rachel 19:25
Ridiculous.
Pualena 19:27
Right? I do want to ask, like, what is your business partnership? Like, you know, what, what responsibilities do each of you have? And how do you make this work so seamlessly?
Andrea 19:37
Yeah, I mean, thinking back to that first meeting that we had, right, so we had met each other at the workshop. And we already knew, like, our personalities clicked, really well. And then in that first meeting, it was a coffee, you know, date, we got along really well. And it was like, let's start a podcast together. You know, and we just started from there. I think like we didn't know at that moment that we would be great partners, we just kind of were like, let's do it, you know. But now looking back, I'm like, Oh, our partnership is so amazing. And we didn't even know it back then. But like, we fill in each other's gaps and sentences all the time.
Rachel 20:22
All the time.
Andrea 20:23
And it's like, I more take on the role of like, visionary, like, really big ideas. And, and then Rachel is like, amazing at that, but also, like all the details and the execution. And yeah, I don't know what else, you–
Rachel 20:44
No, I- I completely agree. Andrea is such a huge dreamer. And honestly, she pushes me to do bigger and do better. And there's a ton of things that we would not be doing at GoodGood Investing, if it were not for her. So I'm so grateful for her for pushing me outside my comfort zone. Sometimes I can be too much of a realist, but also I do I implement, right, I implement, I strategize that sort of stuff, more micro-level. But also, I think, whenever you are exploring a partnership with someone, it's so important to leave ego at the door. And I think we both feel very free to voice our concerns, opinions, constructive criticism, that sort of thing to each other. And that's like the, like your note about fighting, I think fighting is it's hilarious. People associate that with female partnerships. But even with male partnerships, I think there should never be a fight. Because if you're truly leaving ego at the door, then you are receiving what your partner says in love. And you're considering it, right? And you sit with it thoughtfully and think, yeah, you know what, I could do better? Or you're right, we'd need to figure this out. And I think we both kind of found like a really good rhythm there, which I think has been instrumental in our success.
Andrea 21:54
Yeah, and one of the things that we value is honesty. And we're gonna be communicating out of love, but like, with, with honesty, right? Like, we're not holding things back. We're sharing, you know, if there's concerns, if it's too much of this or too much of that, and we show each other a lot of grace, like, I've gone through some personal things recently. And Rachel has been so supportive, like, I just love our partnership so much, because she's like, you know, oh, don't worry, I'll take care of this, or I'll get on that podcast myself. Like you just go in, you know, do your thing that you're dealing with. And if I didn't have a partnership, I would have to delay my business, right? But then we just fill in each other's gaps. So well.
Rachel 22:46
Yeah. I just love her.
Pualena 22:47
I love it. I could cry. There’s so much trust. You guys have so much. And I feel like it's, it's like a marriage. Like we joked about this before we started recording. I think it's totally true. Like, it is a business partnership can be as, as strong and loving as a marriage because you truly care about each other, not just from a business success standpoint, but from a personal standpoint, because you know that when your partner is happy and healthy and thriving, and feeling really good, you also will feel that way and your business will be happy and thriving and feeling good and serving in a really great way, right?
Andrea 23:27
Yeah, exactly.
Pualena 23:31
Ah, I love it so much. You guys are amazing. Okay, so–
Rachel 23:36
And you get it, you get it having been like in a partnership yourself?
Pualena 23:39
Totally. And I think the same is true for teams, like small businesses. Of course, this is a little bit easier. But I've seen large businesses also nurture teams in the same way where like, you want to nurture trust and a level of love that is appropriately professional, but also genuine, right?
Andrea 23:58
Yeah. We haven't even done the Ennea..? Well, you've done the Enneagram test.
Rachel 24:04
Enneagram, yeah And what did you call it enyagram?
Andrea 24:11
I have not done it. But we need to do those personality tests. But I think if we, if we did, right, we would be like, yeah, it would go well together.
Pualena 24:21
Right. horoscopes all that thing?
Rachel 24:25
Yeah. Exactly. Yeah.
Pualena 24:27
Awesome. Well, the nerd in me also wants to ask business owners all the time, what apps and what tech do you love to use to keep your business running and you know, task management calendars? Lay on me?
Andrea 24:41
Okay, so I have I have a fun one. Okay. When you do like a story, you know, they always have those filters on all of these apps. But I discovered smart mic plus, which is a filtered video that we use a lot for our YouTube, you know, because we record our podcasts also for YouTube. So that app, you don't even need, it's free. You don't need anything. It's actually meant for a microphone that Amazon sells. We don't even have that microphone. But we've been able to use that app. And let me tell you, the that filter is so on point–
Rachel 25:24
Makes your lighting look good and make everything just look–
Andrea 25:26
–so smart. Mic app. Wait, smart mic Plus app? Yeah.
Rachel 25:31
And then tell her about the CRM.
Andrea 25:32
Oh, yeah, the CRM, okay. Oh, I feel like I should also send you a link to, I have a link for you because we have the best tool and maybe y'all haven't even heard of it. Okay. So we have a platform that, we can work on our website. So it hosts the website, we can do all of our updates. You can have a sales funnel within this tool, you can do the CRM.
Rachel 25:59
You can write email campaigns.
Andrea 26:00
You can write email campaigns, you can do texting, you can do surveys, you can do email sequences. I said email campaigns. Social. Yeah.
Rachel 26:12
It's like a one-stop shop.
Andrea 26:13
It's a one-stop shop: one user ID, one password, all within this amazing platform.
Pualena 26:24
What is the first letter? I want to guess.
Andrea 26:25
G
Pualena 26:26
Go high level?
Andrea 26:27
Yes.
Pualena 26:28
Oh, oh, my God.
Rachel 26:30
You're good
Pualena 26:31
Universe. I hear you.
Andrea 26:35
Have you been considering it?
Pualena 26:37
So I was introduced to it a few months ago, I didn't even really think anything of it. I mean, I am. As a designer, like everything I create is a work of art that I don't ever want to let go of. So switching platforms is really hard for me for just that reason. I'm like a hoarder. And it's a bit, I've heard this platform has like, repetitively come into my life in the last two weeks, like twice a day. Okay, I hear you. And you can run ads through it. You can manage your ads, right?
Andrea 27:07
Yes, there's like even things that we haven't discovered yet. But we love it. I mean, it's so easy to use still. So if you need a referral, link, I got you.
Pualena 27:20
Yes. Send us your affiliate link. We’ll put it in the comments, or in the in the show notes. Yes. Oh my gosh, okay.
Rachel 27:27
That’s awesome. And then, of course, like, we've utilized VAs in the past, which we love, they're just awesome and make our process so smooth. And they're cost-effective. And like I encourage any up-and-coming business owner, even if you're a seasoned business owner to leverage a VA, because there's so many mundane, monotonous, repetitive tasks that end up eating into your actual productive workflow. So being able to delegate those tasks is, I think, a no-brainer when you're trying to scale.
Andrea 28:00
And like, the ones that we've gotten were from overseas, and they are so knowledgeable, and it's like, $5 an hour. I mean very, very affordable. So we love them. Do you use do you use a VA?
Pualena 28:19
Yeah, we have a small team with two overseas VAs, one US-based VA, and then I have an OBM, and I'm curious. So my issue is, they're amazing. And I don't use them nearly enough. Because outsourcing to keep I get like two, two big blocks. One, I think I'm like, like the control of doing it myself. And I gotta let that go. And I feel bad. Like, oh, I could really just do this myself. I don't want to bother them when like, hello, they want to make money. They, they want the work, right? So do you guys does that happen to you guys at all?
Andrea 28:59
So, um, the way that I just pay on salary, so I just do like 40 hours at the $5 an hour, and just send them like everything. But training is key. That's the thing. My friend Jenny just is amazing at managing her VA she has like a checklist daily checklist of everything. Then they communicate through that checklist with notes. Also, hers is like very organized. I hope to be there someday. But for now I just kind of throw stuff at them all the time. So yeah.
Rachel 29:40
I don't have an issue delegating, unfortunately. I love it. I love it. I love it. I mean you, you check everything right before they send out an email, you have to proofread it, that kind of stuff. But yeah, but I can understand how someone would have issue like giving up control because it feels like a reflection of you and your business.
Pualena 29:57
Totally. And like most of the time they're better at everything that I am anyway, so I just need to remember that.
Andrea 30:04
If you train them well, yeah, right?
Pualena 30:07
Training and communication.
Andrea 30:10
For sure. Key for sure. Yeah.
Pualena 30:12
Brilliant. Oh my gosh, amazing. Is there anything that we didn't touch on that you're like, please ask me this?
Rachel 30:20
Oh, you know what, we always get the question, how did we come up with the name? Good Good. We can tell you that.
Pualena 30:27
Yes, I'd love to hear.
Andrea 30:32
Yeah. So “Good” is for we're doing good for our investors, and, you know, helping them build their wealth so that hopefully they will, you know, then build a community build, you know, better, and give back to wherever they, you know, see fit. And then also the other “Good” is for our apartment communities and making those better, because we want to not only just focus on making profit, but also making our apartment communities a better place to live.
Rachel 31:02
Yeah, I think giving back to our communities and giving pride of ownership to our attendance is, is a huge part of our business as well. So if we can make money while doing that, it's just a win-win. It's Good Good.
Pualena 31:13
It's Good Good. Oh, my gosh, I love that so much. I, I feel like any, any business and business owner that can weave in some sort of community aspect or philanthropic aspect. And if somebody's listening, you're like, Oh, crap, I don't do that. I'm such a bad person. You're not a bad person. It's, it's something that we intentionally have. I think everybody kind of wants to, and it's just intentionally weaving that in. So I love that you do that. And yeah, thank you for the work that you do. It's beautiful. You empower people who may never actually think that this is something that's possible for them. You make it a reality for, quote, unquote, the normal people of the world, who aren't these big, famous, rich people. And we all get to be big, famous, rich people when we work with you. Right?
Rachel 32:04
Exactly. Exactly. That's the goal. So it's, it's just, we tell people all the time that the best time to start investing was probably 10 years ago. But the second best time is today. And instead of getting into a cycle of analysis, paralysis, you can educate yourself all day long for the rest of your life, but never take action. So that I think the most important thing to do is once you feel confident and excited to take action, because the you in five years will thank you today for all that you're doing to make a difference.
Pualena 32:36
Better, for sure. I'm sure people are listening to this and they're like, I'm feeling excited. So act on that excitement. Go ahead and visit their website. Listen to their podcast. You will not regret it. These girls are amazing. These women are amazing. And yeah, thank you so much for spending time here today. I'd love to do it again. If you're down.
Both 32:57
Yes, Yeah!
Rachel 32:58
Thank you, Pua. Anytime.
Andrea 33:02
Anytime. This felt like just catching up with an old friends. Yeah. Yeah.
Pualena 33:04
No, I can't wait to see what happens when we, when we hit stop. Should we just keep recording and see, no, I’m just kidding.
Rachel 33:09
I don't want to scare your listeners.
Pualena 33:12
Well, we'll save that for round two.
Rachel 33:15
Sounds good.
Pualena 33:16
Amazing. Thank you both so much for being here.
Rachel 33:19
Thanks, Pua.
Andrea 33:20
Thank you. Bye.
Outro 33:22
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five-star review, and tag us on Instagram @pualena.co, for a shout-out on the next episode. And be sure to visit pualena.com, for more info. Thanks again for listening.
Marketing consultant, Jobe Neal, discusses all things social media for entrepreneurs with Pualena. He’s sharing tips on how to show up on multiple platforms, why you should tailor your content for each audience, and how to get the most results without draining your energy. Everything boils down to creating a content strategy.
This episode will help all the perfectionists out there! Jobe and Pua discuss ways to find confidence by taking action in your content creation. It’s okay to make mistakes as long as you listen and learn from your audience. When you’re not afraid to try, you make room to grow both in your marketing and in your business.
About Guest - Jobe Neal
Jobe Neal is a Marketing Coach and founder of Digital Difference Makers, a marketing consultancy company based in Melbourne, Australia, serving clients globally. His passion is to help coaches and consultants create more content in less time and create strategies that perform.
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Jobe Neal: website | linkedin | instagram | facebook
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Transcript:
Jobe 0:00
It's really important to be creating content that makes people, problem aware and solution aware. So, getting them aware of like all the problems that come up and even identifying like, why certain things may or may not work for them.
Intro 0:21
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact-driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 0:47
Jobe. Thank you so much for being here today. I am thrilled to have you, I have been working with you for a little bit. I love your business. I love your service. And I'm excited to dive into all the things today.
Jobe 1:03
Yeah, me too. Thanks very much for having me on, Pua. I'm keen to, yeah. Talk about whatever we're going to talk about. See where the conversation goes.
Pualena 1:12
I love it. Well, let's start with who you are, where you are, and what you do.
Jobe 1:20
Sure. So I'm in Australia. I’m near Melbourne. My name's Jobe Neal. And I have a marketing consultancy.
Pualena 1:29
Epic. Alright, I think we're done. I’m just kidding.
Jobe 1:32
Go on, finish up.
Pualena 1:35
A marketing consultancy. So I'd love to dive into what that is, what that means and how it relates to… You do a few different things. And as people are listening to this, I also want to encourage them to find you on social media. Because I think connecting with you and seeing your face and seeing what you do and what you produce, personally, for your own channels, will really help people to understand like, oh, yeah, this guy knows what he's doing. And I understand what the consultancy is all about. But until people will get there after the episode is done, and they can watch some of your videos and listen to some of your content. What exactly does your consultancy do?
Jobe 2:22
Sure. So I suppose the difference that I would say, because I suppose consulting can sometimes mean some people look at it as like coaching, some people look at as like agency work, some people look at it as strategy. And I probably say that it is a mix, as a few, as a few of those, like agency, for someone that might be listening and doesn't know is basically you're doing the work on behalf of someone. So someone wants their social media management done. Your writing, or their social media, you're creating the posts and posting them for them. A coach, in the traditional sense, is really just someone who doesn't really give advice, but just knows what questions to ask from the person to kind of like, weed out the right answers from someone. Whereas, I kind of look at the consultant as a mix between the two. It's like, there is some coaching, there's a little bit of agency work if you want to. Not every consultant will do stuff for you. But we obviously have some done for your stuff. But I would say we, we try to pick out moments where we also are happy to give advice. So yeah, I don't, I probably don't really believe too much in labels. Like I say consultancy because it covers a few of those things. But I think you've got to be able to go between different roles. Because there's some things that like if I tell a client, hey, this is a thing that you need to do, then it's not going to land properly for them. Whereas, if I ask them a strategic question, and they come up with the answer themselves, and I leave them there, they're much more likely to take it on and do that thing. But then there's also like stuff that you just don't know, you don't know, like, I can't get out of you an answer that you don't know. Like, hey, how do you post a reel on Instagram? Let's say if you don't know that, you just don't know that. Maybe if we're going to get out your phone, you could try and figure it out. But that's inefficient, really. That's not serving any purpose by me just not giving you the answer. So, I'd say that's essentially what we do, but in the marketing and business space, so we try to really help experts look like they're an authority online. Show them how to start setting calls and generating clients online. And then we do also help a little bit with the back end on the systems that they need to deliver as well. So they're not spending 60 hours a week. You know, in working in their business, because it's okay when it's just you and the business, but that doesn't really scale out later on.
Pualena 5:20
Absolutely, yeah, I love that breakdown. Because I think there's a lot of people who do sort of transition between all three of those, and it's sort of a fluid space. Unless you're like, you know, I'm a certified life coach and this is my process. And like, that's, that's your deal. Especially in the service provider space, I do think that consulting, and agency are sort of the two main ones, but there is a little bit of coaching, right? And there's a little bit of questioning and understanding your clients, mission, brand and goals. And I actually really appreciate your approach and the infusion of all three. When we work together, I feel like you did that really, really well with the series of questions that you did ask, the guidance that you provided, like, I can't wait to deep dive into that, because you're a wealth of knowledge. And a lot of times experts, this is true, especially when people are putting courses together and like sales pages, and I'm sure like videos and Instagram posts. It's really hard to identify like, where your knowledge, like where your client's knowledge starts and stops. And it's, we can we can assume that everybody knows everything, right? You're like, yeah, reals, obviously. Who doesn't know that, right? But a lot of people may not know that. And so, I just found through talking with you and working with you, you had a really, really good gauge, and great questions to ask, to gauge where my understanding may end and where you would need to come in… in more of a consulting role to, to educate and to guide in that way. So yeah, awesome.
Jobe 7:03
I think that's really important for everyone to try and like, understand when they're delivering the service is really, one from like, like you said, the client delivery of like, where it kind of, where their level of like, knowledge and awareness starts, particularly where it starts, but also kind of where it ends. So that you can make sure that you're not like, saying a bunch of stuff that goes over their head, because people are, whether it's ego or pride, we're really bad at go, like putting a hand up and going like, hey, sorry, hang on. I didn't get what you said. Or like, they all think that they understand, then when they get into trying to do it themselves, they really struggle. So like, it's one of those things where it really is on us as a service provider. To do the work to try and understand where they're at when they come in. And the same breath, if you want to be good at marketing, you have to do that. Like otherwise, if you're saying stuff that goes over their head, it's not that they won't be able to do it, it's that they will just keep skipping past you or that you will just disappear. You're not someone that they'll listen to. Like, I was talking to a fitness coach, a few days ago, and they help like fitness beginners. And they were talking about stuff like, in their content was like your macros and calorie loading. And yeah, oh, I don't even know if calorie loading is a thing. I'm just making up stuff because that's over my head even. And I was like, I don't know what you're talking about. I was like, um, I would say I'm kind of a fitness beginner, as I go to the gym and everything like that. But if you're going to someone that doesn't even go to the gym or see anything like that, it's certainly going to go over their head. And it was like this aha moment for them where they were like, oh, like, I don't have to try and like give everything I know away and try and seem like the expert. I really need just like, talk in their language and meet them where they're at.
Pualena 9:18
Absolutely. How does that play into marketing strategy, in the way that you teach it?
Jobe 9:24
Well, the thing that I always teach people is, is like, it really depends on the service that you offer, because like, a plumber and an electrician, most trades applies to other things outside of trades as well. People are very aware of the service that that person provides. As soon as you say what they are. If you say a plumber, it's almost intuitive of like the kinds of things that they can help with. Like, got a broken drain pipe out the back, you've got the sink doesn't work, the toilets not working, any of that stuff you go, plumber. If your service is something where people don't quite understand it, then typically they're not really aware of like the problems that exist around it, as well first. So, it's really important to be creating content that makes people problem-aware and solution aware. So, getting them aware of like all the problems that come up and even identifying like, why certain things may or may not work for them. Like, I think a lot of people try to create very general content to try and like, encompass a bigger audience. When instead, it's if you target a specific group of people, with your content, the problems that you can talk about can be so specific and real, to that group of people, that like other people wouldn't really get it like. It's like, remember when I was working in hospitality when I was like eighteen. All of my, all the people I was hanging around with mostly ended up being other people in hospitality because they understood what it was like to work in hospitality, you know, you're working at nights when everyone else is kind of finishing work. You're typically working weekends, like your weekend might be a Monday or Tuesday. You know, so. And then you've also got all the other things that kind of go into like, serving drinks, or serving meals, and all the different like things that are you're saying, going over and on in your head. The only other people that can understand that people are doing the same thing. So it's like if someone wanted to like, market to me, at that time, I'm not sure exactly what they would be selling. But they would talk about those kinds of scenarios. Like, I don't hate it when people leave full glasses of water on the table. Like they fill out their glass of water before they leave. It's like, yeah, that's really annoying, You know, like that would get my interest as opposed to someone that didn't work in hospitality would go. Who cares? Like what why would that be a problem? Yeah, they just it's, it's a nuanced thing. So like, I always try to help my clients or when they're applying this stuff is like, really try and get in the weeds of the problems that your ideal clients are going through so that you can, one makes them feel heard and understood. But also, how do you need to like create awareness to lead people to your thing as well? So like, that might be, I'm aware of the problem there. But I may not be aware of the underlying problem that leads that's coming from that. And I may not be aware of like how I could actually fix that, and what the outcome would be. So really, it's just explaining stuff to people. Like, it's as easy as that, like, if we are, we just talk about what's going on in their life. We can agitate, it if we want to use copywriting language, and then we just need an outline, here's a pathway that you pretty much need to go through. That's really it, that's pretty much marketing.
Pualena 13:38
You make it sounds so easy.
Jobe 13:40
It sounds a lot easier to teach it and talk about it like than to apply it.
Pualena 13:45
Exactly. And it's so funny because I even remember when we were talking and I'd love to dive into, you know, the support that you provided me in that, that service as well because it was and is still really transformative. And so you know, you sat down with me and you walked me through. We were specifically talking about creating promotional video content for social media. And you brought up a lot of these same strategies and things that I could leverage when creating video content. And in theory, I sat there and I was like, this makes total sense. Yeah, I got this. I've been in this world long enough. I totally get it. You don't need to say anymore. And then I sat down. And I tried to record a video. And I was like, but what, what is my client's problem? Like? Sometimes we're so close to it, that it's really really difficult for us to see what that is. And sometimes we guess, and sometimes we guess wrong. So do you have any ideas or strategies that you use or guide your clients through to really identify what those pain points might be for your clients when you are so deep in the weeds that you can't really see it yourself.
Jobe 15:02
Yeah, I think the best thing to do is to try and find the way to have as many conversations with your ideal clients as you have. So if that's going to networking groups, if that's joining Facebook groups, and like trying to network with them and connect with them there. If you've already kind of started to build up an audience, and you're getting those people on sales calls, even better, because obviously, on a sales calls, like you'll get if you can handle objections, well, you'll get the real stuff that's going on, like, you'll get real problems that are really going on with them, and why they wouldn't invest with you, which is an awesome way to create content, if you can kind of handle those sorts of things, then people won't be able to say it when they get on a sales call. But I think outside of that because that can also be semi-daunting for people or this, they still feel like they don't quite understand it, I think, for me, I'm just, I'm just willing to be wrong. I'm willing to like, muck up a bunch of times, where obviously, I don't want to be like, super, super rolling, kinda like alienate my audience. But at the same time, I'm happy to be like a few degrees off with each post and continue to try and like dial it in and dial it in, dial it in until, like, everything I create is within this pretty good range of I'm going to still apply to more and more people. But like, there's just, we can do as much planning as we want beforehand. But typically, like the ideal client will shift over time, like whether or not we shifted, or whether or not like them, just as a group in a year's time are different, they're complaining about different things. All of that is going to happen. So I think, it's kinda like, you've just got to be willing to put out more content, and be willing to be wrong some of the time. You know, as long as you're not completely wrong, and pissing them off to the point where they go, like, I really don’t want to work with that person, like. But everything in between, I think just continuing to test and go, okay, that that did land, that didn't land, you know, and also knowing what feedback to listen to as well. Like you will get from doing that, and putting out more content, just in general, you're gonna piss some people off. If you try to please everyone, you'll never, you'll never post anything. So like, I'm fully willing to turn away some people, obviously, not everyone, but like, if some people in my audience go like that completely didn't resonate, that's not me. There will also be on the other end of the spectrum, someone that may not have commented or liked or messaged me, that thought that was a great piece of content and moved way closer to working with me. They're like, next time I put out an offer, you know, they come on board. So, it's kind of like seeing of just getting class base and knowing when you're on relatively the right track if you get a good strategy in place, and just being willing to put more and more stuff out to see how it goes. Really
Pualena 18:40
Love it, you dropped a lot of good nuggets here, just in terms of like, taking action, right? Because my next question was, okay, we can, we can dial all of this in, in our copywriting, in our scripting of our videos. When do we, you know, like, there has to be a point where we just take action, we hit record, we put stuff out there because testing is the only way we're really going to know if, if what we put together lands with the right people. And so thank you for, for touching on that. Because we can often get really, really, really stuck in that like. Okay, I just have to make sure it's perfect, am I talking to the right audience, did I use the right words? And like never actually doing the thing because we don't know if it's ready. So that's awesome. And I love that there is a component of sort of releasing our attachment to outcome and releasing our fear of judgment and putting out something that resonates with you and your values, your mission, your service. Obviously, you're not attracting clients who are just on a mission to upset people. We do want to help people. We do want to sort of provide a service to the right group of people and there will be pushback. There will be trolls, there will be haters, there will be people who are way too outspoken and will make us sort of have this feeling of like, oh my gosh, should I delete that? What should, what do I say, you know? So how do you guide your clients around handling that aspect of this? Because I imagine, you work with a lot of people who may not have put themselves out there in this way before. And it might be scary, and then getting that kind of feedback can be a little bit. I don't know, soul crushing is a little bit too intense. But I don't know, maybe not.
Jobe 20:36
On the client side. It depends on the person because I can go like, there's a few routes that I can go, I'll tell you like, the one I prefer in a sec, but I could go, I could go the tough love route and kind of go like, who gives a shit, do it anyway? Like, do you know you need to do it like, yeah, do you know that like, people only, like find you if you do it? If you do it? And if you don't do it, you won't get people? Yeah. Cool. Do it. You know, like, there's some people that can respond really well to that and kind of try and pick, you know, the clients who do and just need that, a little bit, because that's the story they need to tell themselves. There's other people that need a little bit more nurturing encouragement around what they're putting out, because typically, it's an insecurity around the quality, that there might be that like imposter syndrome, they just need a bit of a reminder that like, they do know what they're talking about. And they are really good. But that's all sort of internal and drive stuff, which I think you're always gonna have a day where you feel a bit shit, and you just can't push yourself out of it. When it's focused on you. So like, I always think, it's if you really, really believe that what you do can help people, then it's your duty, to be putting stuff out to help them to get towards working with you, or at least, you know, avoid other pitfalls and stuff that, if they didn't listen to that content, or read that piece of content, that they might, that they might make that mistake. So I've always found when I can get in that flow of like, taking it away from me, it's not about me, it's about someone else. Even if it helps one person like I think that kind of mentality really helps to just do it anyway. And kind of go like, you know, take it away from making the perfect piece of like content. And you're worrying about, you know, how you look in and whether or not like, yeah, all this internal stuff, I think really starts to sort of disintegrate when it's actually yeah, I need to do this for you know, Sally down the road who might spend $10,000 on, you know, this thing for her business that she doesn't need? You know, I should tell her. Yeah, I should tell this person not to make XYZ mistake and spend 40 hours on it, in the next week, when that could have gone towards getting a client. Like when you think in that perspective, it's like, it's just not about us anymore.
Pualena 23:33
Totally. I love that you said that. That's something that we often, that's a conversation we have with a lot of first-time or newer course creators, who are also just like, oh my gosh, I don't know if this is ready, is this helpful? I don't like how I look, I don't like my background and need to buy more equipment. And if we can just sort of keep our end user in mind and our mission in mind and our service and mind and how much you delaying releasing this thing is, like just extending the time that people are out there suffering in pain, not able to solve their problems, not able to solve their challenges, right? It's, it is keeping that in mind, which will allow us to take imperfect action, that actually from most people's perspective, will seem much more polished and put together than you think it looks like. Right? Like we're all way too critical of ourselves.
Jobe 24:30
Always, I'm sure you've probably had heaps of people that go like, aw, just who am I to be talking about all that sort of stuff? I bet it comes up all the time for course creators.
Pualena 24:40
Absolutely. And it, it's a really, really interesting space to move through. And it's not necessarily a step that a lot of people can skip because there is a little bit of evolution that has to happen with your mindset and just sort of your, your overall like grittiness of when you approach this situation because not only are you putting yourself in a space where you're going to step into that expertise role, but it's also a time and I'm sure you find this to where content creation actually forces you to add more to your plate, it takes quite a bit of time and so people get all up in the weeds and they're like, you know, I don't have time for this because I have to do all this other stuff. And, and create excuses to push it off. Not because they don't have the time, not because they don't have the right equipment, not because they're not good at what they do or can teach it, because they have impostor syndrome, impact in perfectionism, you know, all of these sort of limiting beliefs that are keeping them from taking action on, action on creating that content. So something that we will usually guide our course creators to do is create almost like a five to fifteen-minute workshop on video, you can either do it live, you can pre-record it and post it somewhere, so that people can consume it and give you feedback, as a little bit of a confidence boost. Whatever you have, use your phone, go like this, if you don't have a tripod, like use what you got and create transformative content in a bite-sized chunk and put it somewhere where it can help people. And usually, that is enough to for them to say okay, you know what, maybe down the line, I'll get a good camera or a nicer mic. But for now, I'm going to help people. It's just that taken action.
Jobe 26:37
Yeah, yeah, whatever it takes. And I think I, one thing that we've always said to clients go through the whole imposter syndrome side is like, it never ends. Like you, because you will get to, as soon as you push through like that impostor syndrome, at the level that you're at, you'll get to another level. And it'll be a whole different game, where you kind of like, oh now I'm like, yeah, it's like starting out a business, like, oh, who am I to be starting a business kind of thing? Or who? Who am I to be doing this? And then suddenly, you get to like, you know, six figures a year. And it's like, oh, who am I to think that I could have a million-dollar business? You know, and all that. And then million-dollar, who am I to think, you know, it will always, there will always be just a next level of something because you'll just keep advancing and getting better. And so it's a good thing. It's like, you got to look at it like, okay, this is good. But how do I? How do I work through it anyway? Like, how do I just get it to the point where it isn't as paralyzing kind of thing? There's just a thought, not a, not an overwhelming feeling, I suppose.
Pualena 27:53
Yeah, absolutely. We had a guest on a few months ago. His name is Paul Larsen. And he is a client of ours, he's become a close friend. And his part of what he coaches on is thriving with impostor syndrome. And when he first came on the podcast, I titled it overcoming impostor syndrome, and he very quickly, you know, said that it's not something that we overcome, because it's not something that goes away, as you said, it's something that we learn to live with. And it will evolve when, as you evolve. And so, you know, he gave a whole bunch of strategies around how to allow impostor syndrome to still be present in your life, and it's actually a great sign that you're evolving and that you're growing and you're pushing your boundaries. So seeing it as a positive, and then learning how to move through it with gratitude and intention, and all of that. So yeah, I agree.
Jobe 28:49
Yeah, 100%, I do, I don’t know. I do think that we don't learn to, ya you’d just be stuck in that place. And we typically go and try and do stuff that feels comfortable too, like, there's always something that's like, ah, let me just go to emails for a little bit. Let me let me just go like work on some client stuff or go do this. And it's like, yeah, you'll just continue to kind of like spin the wheels and get stuck in that. And then it's like, oh, how come there's, like, no one coming on board or like, how come we need to do so many? Like, how come we're only converting like 10% of our sales calls? And it's like, yeah, like that, that’s, this is the stuff that's like, content is like the behind-the-scenes leak in the bucket freely.
Pualena 29:41
And that's your expertise, I feel. Because before I met you, and I still am floundering in this now, and it's not your fault. It's me. Just want to make that clear. It's it's something that we don't… content, anywhere, right? Whether it's social media, email, newsletter, whatever, wherever you're putting your content out. It's something as a business owner, you know, you have to do and a lot of times we do it out of obligation of just being consistent. And that's it. That's the only strategy. As long as you post, it doesn't matter what it is, just post every day. Or get that newsletter out, just write something, you know, get that blog post out. And what I learned from you was the importance of understanding how each piece of content works, and where it fits in the overall machine of your business. Because every, everything has its place. So even different social media channels, where you really taught me something awesome was the way that you post on TikTok and your caption on TikTok. Depending on the way your business is set up, will lead you to Instagram, right? It's, it's not that TikTok is the lead source, it's utilizing that audience to lead them to another platform, where you're then going to drive conversion and the captions are different, and the bio is different. And that was really mind-blowing to me, and the way that you delivered it was very digestible. Because I feel like this could easily get really overwhelming, where people are like, oh, my God, I have all these things, where does it go? But you, this is your gift, is you truly understand strategy and content and marketing and platforms and how they work together to bring you leads, to bring, to convert those leads. So, I don't know if you want to talk a little bit about just how you like to geek out on that, basically.
Jobe 31:37
Yeah, I mean, I think, I do think that there's, there's a lot of people that get scared about putting content, like multiple platforms thinking like, oh, it's gonna be all this extra work. And it's like, you know, with the right systems, it's, it's really no extra work. Like, it's exactly the same amount of work. It's just when you choose to do things and everything like that, which we'll go into, but like, I think, you know, once you have the right systems, and you understand the platforms, they really do all work together, it's like, like, I look at LinkedIn, not as a platform where people are gonna, like consume heaps of my content. I look at LinkedIn as like, its outreach platform like it's where we're doing a majority of our outbound, outbound messaging to bring in leads, because it's kind of like, it's really easy to target people, people kind of look at LinkedIn is like, well look a little bit of content when they jump on. But like, if it's all like, if it’s not like one of the first, one of the first two posts, no, there's not many people that are scrolling, with the intention of consuming content, like they might be scrolling to engage, to bring attention to them, which means that they're not really consuming content properly. So that's what we said, I looked at like that, it's like, we still post content there, though, because the people that we're messaging, will look at that content and kind of make an assumption of our credibility right away. So like, yeah, like content on LinkedIn, for us is really, its, its credibility. Rather than trying to reach out to people, you can reach out to people, but you kind of have to become really well known on LinkedIn, as someone that people want to follow. And then it's, again, I still think that as much as some people don't like the whole short form, video and where attend, like how short people's attention spans going, it's happening to everyone. So like, you know, long-form written posts and stuff like that are harder to get attention from, unless people are consuming some of the shorter stuff in the first place. So that's how I look at LinkedIn. And then it's like looking at with the TikTok thing that we're talking about, then it's like, other people can't message you without you both following each other. So like, it's not typically like a service-based business. It's not typically an appointment-setting platform. So you do want to be leading people to something like Instagram where they can follow you and then you can both connect, but they could also just send you a message before you're both following each other as well. And then you can see that and then with TikTok as well. So until you get to 1000 followers. You can put a link in your bio but it won't be clickable. So like over time TikTok can be lead generating because you can like have, a once you get over 1000 followers, you can have a clickable link there. And like then it starts to become a landing page to lead people off the platform but even then, then it relies on like a front-end offer, something they can buy before booking a call or like you're leading them to a sales funnel, they need to watch a video to then book a call. And that video needs to be really dialled in. So, there's so many nuances to all of the, but yeah, that they could all work together and saying, like, you want to grow a YouTube channel that you should still be doing, Instagram, TikTok and Facebook, you just should be driving people to watch. Here's all of our short-form stuff, go watch our long-form on YouTube, go find us there, and then you can quickly build up the subscriber base. And then if you can get people consuming a longer form stuff, it's going to do really well for converting more people. That's a really, really good indicator that you're doing something right.
Pualena 35:47
So would you say that it's important to identify your sort of main driving platform? And then, but it is also important to post on multiple platforms to drive people to that platform where they'll then be dispersed to either, you know, sending you a DM, booking a call, purchasing a product. Is that sort of like the guidance?
Jobe 36:09
Yeah, yeah, it all depends on like, what your, again, like the service, you are offering, the ideal client, like, where they are on that journey, like, do they understand the problem. Are they solution aware and all of that? For a lot of service-based businesses that do need to create more awareness, I lean a lot more towards like, yeah, lead them to more platforms where they can be consuming more of your content, like, if you can lead them to, if you can leave more appeal from these short-form things to YouTube. And they're consuming more of your long-form stuff, as well as have you on a platform where they can message you. And you can be having a conversation with them, it will do a really, it'll do a much better job for you at converting more of those people that you think. As opposed to, because I suppose if you tried to do different content on every platform, and like, completely change how your lead gen works on each one, or it's like some people come in here, some people come in here, then it becomes really hard to manage. It might be doable, and might even be like, might even be better if you have a really big team that can do that. But for a lot of small businesses, it's not very realistic. So it's kind of like let's make things easier on ourselves.
Pualena 37:36
That'd be phase two, or Phase Five.
Jobe 37:40
Yeah, I think that's like a Phase Five thing. I mean, like, yeah, last start of last year, we saw a lot of people using everything else that they had to lead people to their Facebook group, so they can go through like that whole Facebook group funnel. You know, that was one thing that was working really well. It's not as much now and I think there's a lot more people trying to lead people to Instagram and TikTok and YouTube and probably off to a, like a landing page where they can become a customer before becoming a client. I think that's kind of where we're, that's our game plan for this year anyway, like, I think it's I think a lot of other people are kind of on board with that as well. But yeah, it really depends on what you're offering and what, what's the best channel for you.
Pualena 38:31
It's so interesting. It's like such a, we could geek out on this for so long because I think there's just so much to it. And also, that's why your service is so needed in this world because it is quite custom to your business. You know, what is it that the business owner is selling? What are their objectives? Maybe there's a multiple, you know, like, I know, people who have like, coaching and apparel. And so there's like, all of these different streams of income that people are wanting to lead their, their leads to. And, yeah, what you do is so, it's not just necessary, but the way that you do it is so needed, because, again, this can be very overwhelming, and even here listening to you like it's so interesting, I'm at the edge of my seat. And also, as soon as I think about applying it to my business, I'm like, oh, how do I do that? So I'm grateful to have you. And yeah, how can people work with you, get to know more about you and where can they connect with you?
Jobe 39:45
Yes, best place to find me is LinkedIn or Instagram or Facebook. So Jobe Neal on LinkedIn and Facebook. I think it's @jobeneal_ on Instagram, that I'm just happy to have chat with people. I think rather than going to a website and try and consume bunch of other stuff, just come on, you'll see content. And yeah, we can just have a chat because, like you said, it should be custom. I like to try and figure it out if I can even help someone first. So, I'm happy to have a combo people and just see, what I would suggest in the first place, rather than saying, is this thing you should buy?
Pualena 40:20
Oh, totally do it, guys. Seriously, you are like, connecting with you always makes me feel like, yeah, okay, I'm gonna be okay. I can do this, it's okay. Like you have such a gentle and very light approach to this. And I just really appreciate so much the way that you teach and the way that you guide your clients. And so thank you for doing what you do. Thank you for coming on today. This was so special. Yeah, do you have any final thoughts for the audience?
Jobe 40:50
Oh, just thank you very much for having me on in the first place. Yeah, it's been a pleasure working with you. And coming on here and chatting. Yeah, I think the only, I think, I just reiterate what I said earlier around like contents only. The most overwhelming time and content is, the first like, you know, 10 to 20 posts. And then everything after that is like, kind of like, I've already kind of done it. And then it's literally just, just do it anyway.
Pualena 41:20
Just do it anyway, guys.
Jobe 41:22
Just keep putting out and just be willing, just be willing to fail. You know. And that you'll learn way more that way. So, that I think I just reiterate that really.
Pualena 41:30
Yeah. Beautiful. Amazing. Well, thank you so so much, again for being here. I'll put your info in the show notes. And yeah, let's stay in touch.
Jobe 41:40
Awesome. Thank you, Pua. Thank you very much.
Intro 41:46
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five-star review, and tag us on Instagram @pualena.co, for a shout-out on the next episode. And be sure to visit pualena.com, for more info. Thanks again for listening.
Dorothy Hollabough shares actionable tips for anyone wondering how to invest in paid traffic and ads. She discusses the best time to start paid ads, how to customize your funnel for paid traffic vs. organic traffic, and how to track, analyze, and adjust your ad strategy to get better results in each campaign. Dorothy also shares her journey from working for a successful start-up to venturing out on her own into the world of freelance and how she learned the nuances of Facebook ads.
Pualena and Dorothy dig into the mistakes most entrepreneurs make when starting their paid ad campaigns, especially not validating their offer first! You’ll also learn why testimonials and a proven product are essential before paying for traffic. Plus, you’ll hear about Dorothy’s amazing resource for new and seasoned freelancers to find better opportunities and improve their processes.
About Guest - Dorothy Hollabough
Dorothy Hollabough loves to help data-driven businesses scale profitable ad campaigns. She is the founder of Needle’s Eye Media and a -Founder of The Gig, an email subscription service that caters to freelancers providing high-value opportunities and helpful advice.
Resources:
The Gig
Needle’s Eye Media
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Dorothy Hollabough: website | linkedin | instagram
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Transcript:
Dorothy 0:00
If you're trying to sell an $800 product, you don't want people who are looking for a free ebook. You want people who are serious about investing in obtaining this skill.
Intro 0:12
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact-driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 0:41
Dorothy Hollenbach is the founder of Needles Eye Media, a digital advertising agency for data-driven businesses looking to scale, as well as co-founder and CEO of The Gig, a digital media company that helps freelancers acquire and profit from high-income online skills. In 2017, Dorothy began freelancing and quickly fell in love with the freedom, flexibility and uncapped income it provided. After generating more than $1 million in freelance fees, she pivoted that experience into a results-driven paid traffic agency, that spends millions of dollars each year on behalf of their clients. Now, through the gig, Dorothy is on a mission to curate the most important freelance content and tips and give it to you in a fun, entertaining and easy-to-digest format that you can consume in seven minutes or less. Her goal is to help others build their own profitable, fulfilling and recession-proof business as a freelancer. Incredible! Thank you so much for being here, and welcome to the podcast, Dorothy! Dorothy, welcome to the Course Creators Academy podcast. I am so thrilled to have you here. Thank you for being here.
Dorothy 1:58
Thank you for having me. I'm excited.
Pualena 2:00
Yay! All right, awesome. Well, let's dive right in. Because you have a lot of experience and knowledge and value to share. So, I'd just love to hear a little bit about you, a little bit about your backstory, and feel free to share about both of the businesses that you are currently a part of.
Dorothy 2:20
Absolutely. So, gosh, I got into marketing and you know, working with digital products, online courses, in a very roundabout way. My plan was always to be an accountant, that's what I studied in school. And then, you know, basically had this, we can call it an epiphany, we can call it a total crisis moment, realizing that I was not excited about this path that I was on. I was not passionate about accounting. And I was really doing it for just all the wrong reasons. And so right as I left college, two weeks after I graduated, I gave up my job offer with the accounting firm in Chicago, and ended up going to work for a startup instead, and really had no prior experience or known interest in marketing. But it was really just kind of where I landed. And over the three, three and a half years that I worked at that startup. I had the opportunity to wear a lot of different hats, you know, being with a small, scrappy team, you get to do a lot of different things. And I watched that business grow from really zero, I was their fourth employee when they first got started. And by the time I left, three years later, we were doing 10 million in annual revenue. And that had been built almost entirely off the back of Facebook ads. So when I left, Yes, it was pretty crazy. They ultimately went on to sell in $277 million acquisition and so which was, you know, a couple years.
Pualena 3:51
What year was this?
Dorothy 3:52
So, it was 2013 that I started working there, end of 2016 I left and then it was like 2021 that they they were bought? So, a while after I left and yeah, didn't they bought back all the employee equity before the acquisition. So, so we've been getting a piece of that, but it was an incredible learning experience. And really what it looks like to bootstrap a business because, you know, we didn't have the luxury of, you know, losing money on the front end, we had to be profitable, you know, really right off the bat from that initial order. This is a subscription business. And so it was really just eye-opening, seeing the way that paid media, you know, played such a huge role in the growth of that company. And so once I decided to leave there, I… I'd really gotten spoiled having this job that gave me a lot of freedom, a lot of autonomy and flexibility. I can work from home when I wanted, this is before remote work was you know the thing that it is today, and so I didn't want to go backwards in that sense. I wanted to if anything, grow that level of you know, autonomy and control that I had over my life. And so I just decided to try to do something on my own and really had the mindset of, alright, I'm gonna see if I can figure out something to do to make money here and not have to go get a job, you know, and if I can't figure it out, then we'll cross that bridge. But basically, long story short, I ended up hiring a coach to really teach me Facebook ads from the ground up, got my first couple of clients, started freelancing. And eventually, that morphed into the agency that I have today.
Pualena 5:27
Wow, I have so many questions. Congratulations, though, first of all, like, figuring out that you were phenomenal at something and you had an interest in it. And you decided to create something for yourself. That's a step that a lot of people want to take. And I think few people of that pool actually take it. So congratulations, it's awesome.
Dorothy 5:50
Well, I appreciate that. But honestly, I was not phenomenal at it. When I started, you know, I think what's so cool. I mean, I was committed, that's what I was,
Pualena 5:59
There it is.
Dorothy 6:00
I really was. And I think that's really key. And the cool thing about freelancing is that you, it's almost like getting paid to get your MBA, you know, you get to really learn on the job. And I was so committed to doing whatever it took to be successful for, you know, those early clients that I brought on, that I just, I mean, I just worked my butt off. And, you know, I was working alongside this coach, you know, who was really kind of holding my hand and making sure that I was doing the right things and getting results for people. And that really builds and what's really cool is, you know, fast forward to today. I mean, now we're, you know, we're an agency, a team of five, you know, we'll probably manage $20 or $30 million in in ad spend for online courses this year. But several of our clients are, like, literally the first people that I started working within 2017, and are still with us today, you know, almost six years later. So that's been variable.
Pualena 6:57
Wow, that's, that, to me is such a testament when you have such a loyal following. Knowing that you've, I'm sure that you've honed your skills, and you've grown and grown a team. And it's just really awesome to hear your story and your journey. And something that you said really sort of piqued my interest. You had, you worked at this company, you helped it grow over the course... Is it a few years, or four years? And when you left, this company was very successfully utilizing Facebook ads to build and grow their business. And yet, when you went off on your own, you hired a coach to teach you how to run Facebook ads, you know, whether that was for, what was the mindset behind that? Because that is a very, very strategic and interesting move. And I love that you did that. And I'd love to hear sort of what, what led you to making that move?
Dorothy 7:58
Yeah, it's a great question. And I would love to tell you that it was very strategic and thought out and but, but really, it honestly wasn't. I mean, so we had an agency at that startup was actually managing the ads. So I wasn't directly involved in that piece of it. So when, you know, I'd seen that and seen the power of it. But when I left to go freelance on my own, I started doing all kinds of things, I was building, email marketing campaigns for people, and just all these different things that I tried. And after about four months or so of, you know, really kind of not making very much money scraping by trying to figure something out, my former boss, who had worked for at that company, he had a ticket to this three-day Facebook ads workshop, and he couldn't go. And you know, he called me up and he's like, “Hey, do you want this ticket?” So I go to this workshop, and it was really this light bulb moment of, you know, okay, I know that I'm, I'm very analytical, I'm very data-driven. But I also have this creative side, you know, this is something that I think I could be really, really good at. But because I didn't have that practical experience, and I wasn't in this place where I could kind of build this slowly, you know, alongside a nine to five, you know, I, I needed to figure this out now and, you know, figure out how to support myself. Hiring the coach, you know, really made a lot of sense for me at that point, because, you know, it ensured that I was going to get the type of results for people that, you know, I needed to in order to start building my reputation, building your referral base, and it was really just happenstance that the first couple clients I worked with were online course sellers. And so you know, that really just evolved into our niche over time.
Pualena 9:42
That's awesome. I have a very similar story. And don't you think that online course creators are one of the most fun group of people to work with?
Dorothy 9:51
They are I mean, the people who build courses I mean, it's just it requires a degree of creativity and our clients are just they're so passionate about what they do and what they teach. And it's just it's a very different feeling than, you know, an E-commerce account, like helping people sell widgets, you know, whatever. It's, it's exciting.
Pualena 10:11
Totally. I love that so much. And I can't wait to dive into the like the, the nitty gritty of Facebook ads today, because that is, everybody I talk to, when it comes time to launching and promoting, Facebook ads is thrown out on the table. I'm gonna go out and say 100% of the time people are like, they know they want to do, you know, email newsletters and this kind of promotion, and post on social media. And everybody's like, should I run Facebook ads too? It's not even like Google ads, or maybe like, 65% of the time, they'll talk about that. But Facebook ads, it's every single time. And I love to hear why you feel like this is a space that you feel so strongly about? What about Facebook ads? Today might be different from Facebook ads of 2016 when you left that startup, what you know, what would you tell a course creator who is looking to launch and might be thinking, Okay, do I do the Facebook ad thing? Like, yeah, those I know, that was like 500 questions, but feel free to start at the top.
Dorothy 11:18
I am with you. Yeah. And so and so for context. I mean, our agency, we run Facebook ads, we also run on Google, YouTube search display, we do TikTok, Pinterest. I mean, really, across the board. And, you know, I think there's been a lot of chatter, you know, really since iOS 14, you know, the whole, like, just massive shift in, you know, Facebook's ability to track people. And it's led to a lot of chatter around Facebook ads, Facebook ads don't work anymore. You know, it's not what it used to be. And the reality is that Facebook is still the lowest-hanging fruit, for paid traffic, for the vast majority of businesses. It is–
Pualena 12:02
Would you say even more… more than YouTube? Sorry, I didn't mean to interrupt you.
Dorothy 12:04
Yeah, I would say more than YouTube. And the reason why is, it depends on, if you're someone who, like video is what you are just absolutely best at and you're able to put together a really well crafted creative for YouTube, then it's, you know, a slightly different story. But for the vast majority of people, YouTube is absolutely phenomenal for scale. Right. So when we have a client who’s spending $20, $30, $40,000 a month on Facebook ads and doing that profitably, and we're looking to scale to a quarter million, 500,000 a month in ad spend, YouTube is absolutely a place where you can go out and get unbelievable scale. But for most people, they have to spend way more money to figure out YouTube than you do on Facebook, because on Facebook. You know, you have your images, you have your videos, but you also have, you know, up to hundreds of words of copy. You know, that also plays such a huge part in pushing people into your funnel. And on YouTube, that's gone. And all you have is the video. So it has to be so dialled in. And that's typically a much more expensive route to go.
Pualena 13:22
Right. Wow. So would you say that YouTube of all the platforms that you listed, Facebook is probably the best place to start, if you're going to start in the ads world?
Dorothy 13:33
it is the best, it is, it's just the lowest-hanging fruit for sure. I mean, you know, the algorithm, even, even with iOS 14, I mean, just the, the targeting ability on Facebook and the strength of that algorithm is really unmatched. And so if you have the budget to be testing on multiple platforms like I usually tell people like YouTube makes sense when you have, you know, $10 to $20,000 that you can go out and just play with and test and get to something that's really working there. But if you're in a place where you don't have $10- $20,000 to go, you know potentially light on fire and creatives don't hit whatever. Facebook you can test at much lower cost. And it's typically where you're going to get, we always say like typically, on YouTube, your lead cost is going to be about 25% higher than your lead cost on Facebook. And we see that pretty consistently. But I will say, when it comes to online course creators, most people run ads way too soon. And that's a big trap that people fall into you know, I really do not encourage people to you know, start running paid ads until they have really validated their product and validated their you know, sales funnel and their conversion mechanism that they're using to sell it
Pualena 14:51
Beautiful, I'm so glad you said that because that was my next question. As soon as the, so we, we build the website, we build the course, to build the automations, the funnel is all of that. Promotion and marketing is sort of where our services end and where, you know, our referrals will start, right? And so we end up having, the client goes into a transition to work with an agency or whoever it is that ends up helping them with promotion, or they do it themselves. Something that I would like to build into our business, but it's just not there yet. And so when it comes to that point, there's a lot of misconception and a lot of like, instant satisfaction that people really, really want as soon as the thing is done, and hasn't been fully tested yet. Right? Because say you're running an eight-week course. And we launch it, yeah, you got a bunch of people to purchase it based on what you promised. But you don't actually have the results yet, you don't have any feedback yet for the full experience. And in order to get people into that beta launch, a lot of people are asking about running ads. And I'm so glad that you said that. Because, wouldn't it be for somebody, especially somebody who's more in the startup space, wouldn't we want to have, A. little bit of income from that beta launch, to put into ads for the next launch, but also a little bit of data to understand that what we're selling, and what we're pushing money towards in the ads is actually something that's going to pay off. Right?
Dorothy 16:24
Right. I mean, having that social proof having, having really, you know, had people go through your program, gotten those testimonials, and really kind of honed your sales process through organic efforts, you're just going to be set up so much better, you know, to pour gasoline on the fire with paid ads versus, you go out from day one and start with ads, you have so much testing still to do, on your messaging, on what you're, who you're even talking to like really understanding your audience and who's resonating with the program, who's really buying the program, because often who you think you're talking to is not necessarily who ends up being attracted to you and to your programs. And so you can just, you can spend a lot of money and you can lose a lot of money very quickly. If you go into the process of running paid media without having first, you know, really validated your offer. And you know, everything that goes along with that.
Pualena 17:22
Yeah, absolutely. It's such a, it's such a crazy world as well, like when we, I've taken a couple of Facebook ads, like online classes, and just, just to understand that world a little bit better. Because I had clients who were saying, Oh, we're just gonna boost a post real quick and see what happens. And I'm sure that's like, either.
Dorothy 17:44
Light your money on fire.
Pualena 17:45
Cringy for you to hear or totally, and but like, we don't know what we don't know. Right? It's, it's so helpful to hear, like, maybe, maybe you could share some of the like, what would what are a couple of tips that you would share with somebody who might be interested in just sort of dabbling in Facebook ads? And on that same vein? What are some common mistakes or, like pitfalls that you see people experiencing when they do the Facebook ad thing on their own without having any prior knowledge about what they're doing?
Dorothy 18:22
Yeah, absolutely. I mean, so first of all, I would say it's, it's very difficult to just go into, you know, running Facebook ads, or YouTube ads, or any kind of paid ads. If you've never, if you've never done that before. And that is not a skill set you have. I highly recommend working with someone who does have that experience-
Pualena 18:44
Hire Dorothy.
Dorothy 18:55
-Because they're really… I wish. We actually, we don't have any capacity for new clients right now. So I say this with no, with no ulterior motives–
Pualena 18:55
Get on Dorothy’s waitlist.
Dorothy 18:57
-I love it. But yeah, I mean, it's just, it is, it is a. I mean, it is a big topic, and there's a lot of pitfalls. And one of the most common things I see is, I actually had a really fascinating conversation just earlier this morning, with a course creator who has sold over $3 million dollars of his course, eight, like it was something like 8000 sales, all organically. And when he went in, he hired an agency and tried to run Facebook ads, and he lost I think he said $20,000 and that like close to no sales. And when I kind of dug in a little bit with him on, you know what that process looked like? Because that raises the red flags, right? There's no reason that of course, that's that proven and you know, that you shouldn't be able to be successful, you know, scaling with paid. And what I found was that he had this elaborate funnel, you know, that had worked very well for him organically where you know, he was driving people into this workbook, they would get the workbook and then you know on the thank you page, you would introduce the webinar, and then there's a whole email sequence that kind of dripped out, like alright, I complete the workbook, and then we're going to pitch you on attending this webinar, which ultimately sold the high ticket product. And there are a few reasons that was really a downfall with and the first is that, if you're promoting a, like something like a workbook on the front end, you are going to naturally get lower quality leads, versus if you if you're trying to sell an $800 product, you don't want people who are looking for a free ebook, you know, you want people who are serious about investing in, you know, obtaining this skill. And so that's kind of one piece of it. And then the other piece of it is that this sales funnel had so many different steps, before someone ever got to the offer, that by the time you, you know, everyone flows through that process, you're left with such a small group of people that you're actually able to pitch to, and, you know, that's fine, when you're, you know, pushing things out organically and you know, you've, you've got, you know, great volume there. But when you're paying for every single one of those leads, you've got to get people in, you know, in front of the offer faster. And so you know, you'd be much better served driving people straight to a webinar registration page, where instead of there being you know, this 1, 2, 3, 4, you know, six steps ahead of them actually attending that webinar, you're simply, you know, promoting that event, people are registering, a certain number of people are going to not show up. But then the people who do show up, you're going to be able to deliver that valuable content, and then make your pitch, and you're gonna have way more people that are actually getting in front of the offer and having the opportunity to buy. So making sure that your sales funnel and your, your whole process for selling your, your course, you know, it has to be aligned with the way that paid traffic naturally operates. Because, you know, you're spending way more money to get those people there, you know, we got to show them the offer.
Pualena 22:04
This is so brilliant. This is huge. I feel like if nothing else, like, let's just reflect on the fact that traffic matters and where they land matters. Right? If, if we're looking at, as you said, I'm just going to sort of summarize, when we're looking at organic traffic to a cold audience of people that are willing to go through a process to learn who you are, to trust you, to understand your methods. Yeah, those, those long funnels can be really impactful. When you're spending money to specifically target a result, people are gonna get annoyed. Right? They have to go through all those steps. They're not going to do it. Because that's right, that's like not what we've promised, or that's not the result that we're looking for, with this very strategic and like targeted objective, right?
Dorothy 22:55
Right, well, that's fine that people don't want to do it, it's just that naturally, anytime you add another step in the process, people are going to fall off, no matter how effective that you are. I mean, if you have, you know, 100 people click your ad and hit your landing page. If, if then it's like, alright, they have to opt-in for the workbook, you know, maybe you get 40 people to do that. But then they've got to open the email, and only, you know, 25% of people open that email, and then only 5% of those people click on the link to go check out and check out and register for the webinar, you narrow down that 100 people. Now you've got like three people, or whatever it is. So, we're actually you know, getting the opportunity to see the value that you can provide. So, it is really important to have a process that allows you to build trust and build rapport and credibility before you pitch. But that's why I love webinars so much for selling online courses because it gives you this, you know, you got someone's ear for 60 minutes, you know, to really accelerate that process and then present your offer.
Pualena 24:00
For sure, hear that King? Webinars aren't dead?
Dorothy 24:04
No, they're not.
Pualena 24:06
They are very much alive. Amazing. Yeah. And I think it's so important also to understand, like, a lot of people will come to a web designer, or you know, any sort of Freelancer that's helping them to put together offers, under the guidance of a coach or a program where they have a formula. They're like, here's the page that my coach gave me, here's the layout, I need this built. And without understanding how people are getting to the page. That page may work great for an event that you're running under the guidance of your coach, but you can't necessarily then talk to your ads agency and say here's the page that I want to run the ad to, because it's not designed for that. So, if you want to dive into sort of the, I don't know if this is like divulging too much information, I want to make sure that people invest properly in your guidance. But if there's any advice that you might have for the ideal, I guess, place for people to land when it comes to ads, and you sort of touched on it here, right? We want to guide them to something like a webinar for a high-ticket program. But how does that different differ? And what? What sort of mistakes do you sometimes see when people are like, okay, here's my website, can we run the ad to my website? You're like, well.
Dorothy 25:28
Yeah, yeah, I mean, so. So first of all, you know, you should, if you're working with someone who really kind of knows their stuff, like, they should push back, like, you know, if you're saying like, hey, I want to run ads to this, this page, or to my home page on my website, or something like, hopefully, you're working with someone who's going to kind of push back on you, if that's not likely to be effective. But I would say the biggest thing, is mapping out the math, before you ever spend $1 on paid traffic because I think, I think this is what people do a lot is, you know, they're like, alright, I have this course I have this, you know, I've put together this webinar, you'll let's just throw $1,000 at it and see what happens. But if you don't actually map out, right? What are the benchmarks that I need to hit at every stage of this process, in order to actually, you know, break even or make a profit, then you, you might spend $1,000, and maybe you, you lose money, or you do breakeven, or you know, whatever it is, if the results aren't stellar, you have nowhere to go to really understand, alright, what do I do next? Because when you start running ads, you want to have the mindset of I'm buying data. Because this is the process, you spend money, you buy data, you analyze that data and look at where the holes are, like, where are you losing people, you know, where are things breaking down, and then that gives you a very clear answer as to where to spend your time and attention to improve, and, you know, run a new test, right, so, so some benchmarks that I can give people to, you know, just get kind of specific here is, when we're looking at a webinar funnel to sell an online course, first, I'll say typically, the lowest price point for a funnel like that would be $497. Is is pretty typical. So most of our clients, we're recommending, if you're selling directly on a webinar, you want a price point somewhere between like $497 and $2,000, $1997. From there on your registration page, you should be targeting a minimum of 20% registration rate. Even better, if you can hit you know, 25-30%, then you have your show-up rate. When you're doing live webinars, your show-up rate is going to be a bit lower, you know, so typically, around 30%. Once you have an evergreen webinar, where people are able to register and attend right away, that show-up rate should go up to about 50%. And then they actually get on the webinar, you know, that 50% will attend. And from there on the webinar itself, you typically need a minimum of at least 3% conversion rate, ideally, more like 4 or 5, 6% conversion rate. And if you're able to hit all of those numbers, you have a very good fighting chance of, of being profitable, assuming also that the ads on the front end are good ads, good copy, you know, and targeting the right people. So if you, if you spend $1,000, you know, sending people into this funnel, and you've mapped all of that out, well, then you can just plug in the actual numbers of what happened, you know, maybe you got 25% registration rate, you know, you got a 4% conversion rate on the webinar, but your show up rate was 15%. Well, now you know where you need to spend your time and attention. It's on those email sequences, those you know, SMS reminders, you know, right, to get that where it needs to be. So you want to take this, like, you know, very kind of surgical type of approach to analyzing where the breakdown is and what you need to do next.
Pualena 29:06
I love this. This is so much more reassuring than just sort of like throwing stuff at the wall and seeing what sticks. Which I think is the space of a lot of entrepreneurs are in at least early on. So this strategic approach, I think, is just gold. And thank you so much for sharing like this is this is really actionable. So thank you.
Dorothy 29:29
I'm so glad. And by the way, we have this calculator that we use to kind of map that out and plug that in. I'd be more than happy to share that with anyone in your audience who you know, just shoot me a DM on Instagram and I can send that your way.
Pualena 29:41
Oh my gosh, amazing. I will definitely link to your Instagram in the show notes. Are you able to share your Instagram name just for those who are just listening?
Dorothy 29:48
Absolutely. So it's Dorothy Holla. H O L L A.
Pualena 29:52
Perfect, amazing. Thank you. That's awesome.
Dorothy 29:57
Happy to help.
Pualena 29:58
Awesome. Awesome. All right, well. I also know that you have another business.
Dorothy 30:04
Yes, yeah. So I mean, I am just so passionate about the opportunity that freelancing offers for people to get into entrepreneurship and really kind of taking control of their career and their life. And it was just such a powerful experience for me being able to start from really having no idea, like what I wanted to do, or how I was going to, how I was going to do it. But just knowing the end result that I wanted, I wanted control over my schedule, I wanted uncapped income, I wanted to be able to work from anywhere. And freelancing really provided such an incredible opportunity for me to achieve all of those things. And it's, it's something where, like, whether you just want to make an extra, you know, 500 or $1,000 a month, or if you're in a position like I was where, you know, you're really looking to do this full time, really believe that the opportunity, you know, for freelancing is so powerful, especially in a recession. And I'd love to touch on this, because, you know, there's so much chatter right now about the economy and about, you know, the, the recession that we're in, or that's coming or whatever. And what's really cool about freelancing is that, when you have one of these, like what we call high income, online skills, things like copywriting, paid ads, graphic design. When a recession hits, you know, typically it does not hit all market sectors equally. So if you have one of these skills, you don't need to change what you do, you just need to shift who you do it for. And you'll really go in the direction of where there's opportunities. So long story short, we created a company called The Gig, which is a company we produce a free daily email newsletter to teach freelancers how to acquire and profit from these types of online skills.
Pualena 31:55
That's incredible. I love that you do that. And I love there's so many people out there who I think are hungry for a side hustle. Yeah. And it's, it's so interesting how we often don't realize that we have skills that can help other people, right, if, if you have had a job where like, on the side, you were creating little graphics for your company for 10 years. You could put that into a freelance gig and create little graphics for everybody who wants to hire you like on Fiverr, or Upwork, or whatever. Create a little extra income for yourself, hone your skills, take courses to get better if you feel like you need to. But I think that is such an untapped market. And part of the reason I think that people are hesitant to enter that sort of gig space is the unknown and the intimidation factor of putting yourself on something like Fiverr or Upwork. And the logistics of that and how that works. So what guidance do you have for people who are like, I think I could do something, but where the heck do I start?
Dorothy 33:07
Yeah, it's so funny, because the answer there is actually essentially the same answer that I gave about how to be successful of paid traffic. Because it's really about measuring each step of the process from, you know, submitting a proposal on a site like Upwork, to actually getting a client, and then again, seeing where the breakdown is. So, you know, for example, Upwork is my favorite freelancing platform by a mile. I mean, I've made over seven figures from clients that I met on Upwork, there's phenomenal clients there, you know, just waiting for you. And, and what's cool is, you know, I think often when you think about freelancing and trying to get clients, people just, you know, they post on social media, and they just, you know, talk to friends and family like, which is great, but it's like going fishing in the Atlantic Ocean, versus, you know, on a site like Upwork, you have hundreds of 1000s of people who are actively searching for someone to fill this need that they have, and that they have right now. So, you know, you're narrowing your pool, you know, just to those people who, you know, really have this need that you can fulfill. And so from there, it's really this process of, first of all, understanding what those really great high-paying clients are looking for on the platform. And, you know, really kind of aligning your profile to hit on those, hit on those points. And then, you know, tracking this process of submitting proposals, you know, having a really strong opening message. And then, you know, pushing people through this process of message intro phone call, you know, for me, it was always an audit and then a pitch and actually have a… it's about a 40-minute video training on my exact process that I use to get clients on Upwork. And I'd be happy to share that with your audience as well too. If there's any freelancers out there.
Pualena 34:54
Oh, my gosh, you're amazing. Thank you so much. That's awesome.
Dorothy 34:59
Yeah, so you can head to thegig.io/vip. That's this like special backdoor link we created for, you know, for friends and, and when you opt-in there to The Gig, you'll get that Upwork training sent straight to your inbox. Yeah, I hope it's valuable to people.
Pualena 35:16
Phenomenal, I cannot wait, guys reach out to both of us, if you end up opting in, and like, we want to follow your freelance journey, for sure. Because I think that's, it is such a powerful way, again, to create a little extra income for yourself, create a creative outlet. And I have to agree with you, what sounds so delicious about Upwork versus other platforms that shall not be named, is that you choose right, you get to accept the gigs that are out there, and you get to reach out to the people that look like they would be a good fit to work with you, rather than the other way around, right? Like somebody's just hiring you and you're like, Oh, God!
Dorothy 36:00
Yeah, well, and in The Gig, so it's a daily email that we send out. And we actually have this section of gig alerts, where we post like curated Upwork listings, you know, for these kinds of big skills that we talked about, paid ads, copywriting, graphic design, etc. And we, you know, we actually send out, really high-quality Holsteins that have gone out in the last 24 hours, so that you can save some time and get some, some good opportunities.
Pualena 36:25
Oh my gosh, that's incredible. I have to ask, as you know, you are a phenomenal human, you have two incredible businesses that do quite a lot. They're really high quality, they offer a ton of value. How do you do it?
Dorothy 36:42
Oh, my gosh, um, I mean, it's, it's so interesting, like, I just, I love entrepreneurship. I love running businesses like I just love geeking out on just being an operator. Like, it's, it's so cliché, but like, everything that I do, it's, it's so much fun for me, now. And I think the key is that you know, there was a long time where I really did not enjoy, you know, my, my agency. I liked that I made good money and that I had this flexibility and control, but I really didn't enjoy, you know, what I was doing day to day, frankly. And the thing that really changed that, for me, was surrounding myself with people who were really naturally gifted at the things that are difficult for me. And so as I grew a team and you know, kind of shifted things to where now it's like, I get to spend all of my time, you know, doing things that are in my zone of genius and things that I really love. And so it's, I think the like the biggest advice I have, you know, for people who are looking to kind of make this transition from freelancing to really, you know, being a business owner, is to really stretch yourself to hire the best people you possibly can. Versus just hiring the, the least expensive people that you know, the people that you feel like you can comfortably afford because that's really where the biggest growth for me has come. It's from, not like I don't want to be the smartest person in the room. You know, I don't want to be the person with all the answers. You know, I want to hire people who are way better than you know, I'll ever be at YouTube ads or Facebook or you know, whatever it might be. And that really allows me to step into focusing on the areas that I'm really great at and really enjoy as well.
Pualena 38:28
Oh my gosh, that was, that was pure gold. Everything you’ve said today was pure gold. I am so grateful that you reached out and that you're here. And yeah, I would love to just if you have any closing thoughts and how people can stay in touch with you and connect with you. That would be awesome.
Dorothy 38:46
Yeah, this has been so much fun. So thank you for having me. I would love to connect with, I mean, anyone. Online courses is, you know, like what I spend all of my time thinking about and really who our clients are. And so anyone who has an online course or if you're a freelancer, I would love to connect with you. And you can find me on Instagram @dorothyholla, you can find me on LinkedIn. Yeah, I don't have anything to offer. I don't have anything to sell you. But I would love to, I'd love to add value however I can. So reach out and say hi.
Pualena 39:16
Oh my gosh, you're amazing. You've added a ton of value today. Thank you again, we'll link to everything in the show notes. And let's stay in touch because you're incredible. Thank you.
Dorothy 39:24
I would love that. Thank you.
Outro 39:26
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five-star review and tag us on Instagram @pualena.co, for a shout-out on the next episode. And be sure to visit pualena.com, for more info. Thanks again for listening.
If you actually want to create your digital course this year, Pua is sharing the strategy that is proven to work for her and her clients. Start expansive by envisioning what you want to accomplish with your course and when you want it to be in the hands of your clients. Then, work backwards from there using the tools you currently have to create your minimum viable product. You can perfect and evolve your course over time, but what’s most important is that you create it!
Pua also shares her wisdom on how to avoid shiny-object syndrome, how to use the tools you have and get your course done, as well as how to use Beta Testers more effectively. You’ll also learn why you can’t compare yourself to the leaders in the industry (hint: they started out just like you!) and how to boost your confidence. Let this year be the year you create the course you’ve been dreaming of for so long and start delivering transformation to your ideal clients.
Resources:
Salesforce
Infusionsoft
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
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Transcript
Pualena 00:00
Please don't look at the people who have beautifully polished courses and sales pages and funnels and ads. Don't look at them and say, you know, I feel inadequate. I don't know how to get there, that they didn't get there overnight. I promise you that.
Intro 0:18
Welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business, you'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 0:47
Hello, and welcome back to the Course Creators Academy podcast. My name is Pua, I am your host. And as always, I'm super pumped. Today is going to be one of those short and sweet episodes that hopefully, is an actionable chunk of time for you to do a little bit of reflecting, a little bit of just figuring out where you're at right now and where you want to go. Okay, so this is I feel like the beginning of the year, from January to like, probably the end of February or March even is, it's like goal setting time, right? Like this is where we're like we have a whole year ahead of us. And the longer we're in business or the longer we're alive as humans, we realize that in order to plan for this year, that needed to start last year. So if you're there, good for you, you are a planner, you have your you know what together, and I'm very proud of you. Most of us somewhat don't make it quite that far, usually, right? Because things get in the way, we end up getting, you know, either bogged down by our workload or distracted or we've got these fires and things in front of us that we need to take care of right away. Or, you know, it's it takes intention to step back and do real, like planning and implementation and brainstorming for your business. We talk about this all the time on this podcast. This is not new information. Okay. So what I'm offering you today and holding space for, for you here is the opportunity to not say okay, well, I didn't plan this year last year. So is this year a wash? No, it's not? Yes, we may need to take faster action. And this is also a great time to begin our planning for 2024. Okay, so we're going to talk a little bit about 2023. And our goals and our mission and our thing, the things that we want to achieve and how we might use something like an online course to get us there. And also, what does this look like as we move from 2023 from the present into 2024. So we can start to create this habit today to start to put things in place for next year. So what ends up happening when we're in this planning, expansive mindset, which is awesome, and I never want you to stop being there is that we start to get shiny object syndrome. And we say, oh my gosh, so and so told me about this platform, and I want to do, I want to have a podcast. And so I need to get this platform for videos, and to record my podcast. And then I need to get all of this equipment. And I need to do all these things. And I buy all the things. And then you have all the things and do you start your podcast? Right? It's like I've, again, I'm gonna go back to health and fitness because it's just the easiest example. If you want to run a marathon, not even a marathon, if you want to run, if you want to be a runner, if you want to, if you think that running is going to be that thing that gets you into shape. And you're like running is free. I can put my running shoes on, walk outside, run down the street, and I don't need a gym membership. All I need is a little bit of discipline, I need a plan and I need running shoes and running clothes and I need music to run to and I need, you know, a running coach and all these things, right? So this aspiring runner, decides, Okay, next week, Monday is day one. Today's right now I'm recording this on a Thursday. Okay, so next week, Monday is day one and I have until Monday to get ready to be a runner. Alright, so I'm going to go to the running store first and I'm going to get running shoes because I don't have any running shoes I have or like these sneakers and they're very flat and they hurt when I walk long distances in them. So I definitely need running shoes. Then I'm going to go to target because I need running clothes because I have like workout clothes and yoga clothes and clothes for the gym, but I don't have anything that's like good for running, you know, and I'm gonna start running longer and longer distances as I get better. So I need to make sure that I have the right clothes. After, a while I'm at Target, actually, I'm gonna look for running headphones, because I have these headphones. And they're great. And they work for my content and all of that. But I need running headphones. Like, maybe I need some wireless ones or ones that like a hook behind my ear so they don't fall off and they can fit under like a hat or something, oh, a hat, I'm gonna need a hat too. Because if I run during the day, I'm just going to need to go and get some stuff, right? And, and to make sure that I don't get sunburned. And I have to make sure I have sunscreen. And yeah, so the hat for sure, maybe some running sunglasses, because I have big sunglasses, but they're not great for running, they might fall down my nose, maybe I gotta go get some running sunglasses. Make sure I have like good running socks that support my feet. And then a running belt, I've heard I need that for like my phone or like emergency cash in case something happens and my ID. And then I'm gonna go home and I gotta create my running playlist, because I need something like with a good beat so that I can run to it. And then I'm going to Google some running schedules and and a running plan so that I can intentionally, you know, maybe one day I run one mile and a half a half a mile, and then five miles and then three miles. And then I know that there's like a science behind it. So I have to go research that and create my plan. And then I'm going to put that plan into my calendar. Monday comes around, maybe I did some of those things. And I didn't go for the run. So I have the clothes, I have the shoes, I have the plan, I have the music, I have the headphones, I have the running belt. But the only thing that I need to actually become a runner didn't happen. If you want to run, use what you have, go outside and run. Run down the block and back. When you decide that whatever you have already is no longer enough. If you run down the block, and back those shoes that you have, they're probably okay. You probably don't need music, if you're going to run for five minutes, you probably can use the clothes that you already own. To go for that short run. Once you start to feel like uncomfortable or like things are, you're starting to like running and you're doing it a lot and investing in that process. And that activity starts to feel like something that you want to invest more money in, go get the thing that you need, go get your music, go get your shoes, go get your clothes, the same concept is true for creating online content. And building out your online business. A lot of people build their website. And they invest in these platforms because they hear that it's good and they think they need it. They get like a fancy CRM, Infusionsoft and like Salesforce are the two probably biggest CRMs that I'm aware of. And they're costly, because they're very, very, very robust. Most people who use them use like a fraction of what's available to them. It's not their fault, they just don't need it all, right? So if you're going to invest in something, make sure that you have a need for it either now or yesterday, or in the immediate future, and grow into what you invest in, grow into your platform. We've talked about this before. So I'm approaching this today, almost as a part two from that episode, where we are going to grow into our platforms, yes. And we're going to stay focused on the things that we are going that are actually going to move our business forward. My business coach talks about this. And she does goal setting from the perspective of rocks to pebbles to sand. And the rocks are the important things that we need to make sure stay in our schedule, stay in our business stay top of mind, they're the big things that are going to move the needle that are going to bring us closer to our goals allow us to serve in the way that we envision to and the supporting things beneath those the tasks that have to get done the setup the execution, those perhaps are some of the pebbles, right or the sand that fills in the gaps. But we don't want to do and that's that helps us to prioritize and ensure that the rocks are there first and that the pebbles in the sand are prioritized around the rocks and not the other way around. Because if we have this rock if we have this goal, this thing that we want to create, and we instead start to fill the sand first and we add all the low level tasks and the to-dos and all the things that come up every day into our schedule.
Pualena 10:01
The rocks won't fit in the container anymore. Right? I don't know, if I explained this super well just know. But if we envision, like, we have this, we have this jar, and everything will fit. That's the thing. And if it doesn't fit, like make sure the important things fit first so that the things that aren't as important or aren't as crucial right now, if you don't have space for them right now, it's okay. As long as the goals that you have, and the the vision that you want to achieve this year, and perhaps next year are included in that plan and scheduled out in your calendar, the rest will fall into place around it. Okay. So when we talk about building our business and utilizing an online course, as part of that structure, I want you to stay focused on the end goal, what is the end goal of having an online course, the end goal is providing a resource for people to consume that will solve their problem, provide a transformation provide results. That's it. Okay, your equipment doesn't matter. Yes, I have headphones and a cool microphone and a camera that I'm recording on, and software that I'm recording it with. I didn't start out with this stuff. Okay, when you look at the gurus and the people online, who are telling you how to do stuff, they've got all these things and all and everything looks so polished, that is not how they started, you need to start with a minimally viable product. And for you to have that do not invest extra money in something that you don't know will provide the results that you're looking for. Record the course on your phone, create the thing with what you already have. And I'm not saying to make it terrible quality, the content must be good, it must be transformative, it must showcase your expertise, it must provide a result and a transformation. Once you have that dialed in, and you're able to then successfully sell it. Then utilize your resources and the money that you brought in from that to invest in the next level and invest in, you know, gears and gear and gadgets that allow you to create a higher quality recording on audio, on video, invest in a an editor, a video editor, an audio editor, a copywriter, right, these are all parts of the like the next evolution of where you're going. But I highly recommend that you don't start with all of this, okay? Unless you want to, I'm not here to tell you what to do with your money and your time. If you're like, I just want to be set up for success from the get go. And I'll figure it out as I go. Perfect. That's awesome, do you. I'm sharing what has worked for me what I see so often in our clients. And I just want to help you to stay focused on the goal. What also when we do it this way, we end up growing faster and more strategically. Because we can then see what do we need to immediately put our attention towards? If we are let's say we put a course out there, recorded it on our phones. And we let people know, hey, this is the first version you're getting a great deal. I love your feedback and they say you know your content is awesome. I love the result that I got from taking this course. But your audio quality is really bad. It was really distracting. Cool, shoot that to the very top of your list of things that you need to then invest in or rerecord in order to create that user experience that is the next level up. If somebody says, you know, I think this is great, but the online platform that you use is really difficult to navigate. That goes to the top of your list. Okay, so with all of this said, what do we do then? When we're going from concept to execution in terms of planning out for your year? I recommend working backwards. work backwards from the milestones. Okay, so what, when do you want your course to be launched and into the hands of the people who need it? Maybe version one, so if you want that in April of this year, so that this course... Okay, let's go, let's go further. I want the final course, revised, beautifully edited... and it's okay to have all of this in your vision right? I want to professional editor, I want great sound. Excuse me, great sound quality. I want great video, I want beautiful branded downloads and graphics that fly across the screen. Set a vision for that this is important, I should have said that earlier that launches, give yourself time to create this. I would say I want that in January of 2024. That is my goal. So to work backwards from there, if I have nothing, I have no microphone, no software, no course. I need to create this course with what I have to make sure it provides the result in the transformation to make sure that it's minimally viable, based on my concept. I want to have that version out by April. Work backwards. Set your content creation plan, decide who you're going to bring into your course and how you're going to get them in. Are they getting a special deal? What is that deal? And be specific? Don't say, Oh, I'm going to do a group of beta testers for feedback period, they get a deal. No, no, no. They get 50% off. And they're required to submit feedback halfway through the course. And at the end of the course, be very specific and make sure that that's outlined when they purchase. And I highly recommend that you ask people to pay for this beta version, even if it's five or $10. Although, you know, you'd be the judge of that. But what we want people to have is a little bit of skin in the game. So they actually consume the content, and they actually give you feedback. The other thing is don't put your friends and family in here unless they need what you're offering. Sorry, but they will probably want to support you to the ends of the earth. And they'll say yeah, totally put me in, I'll give you feedback, and they won't. And if they do, it won't be real. Oh, this looks so good. I'm so proud of you. They didn't get the transformation, they probably didn't watch any of the videos, or they watched some or they skimmed through it. Find people who actually need what you're offering. And like this is a killer deal. Going back to health and fitness, let's say I do want to run a eight minute mile, and you're running coach. Don't give this to somebody who you run with who already runs an eight minute mile so that they can give you feedback or help you to be a better teacher. Give it to somebody like me, who runs a 12 minute mile who wants to run an eight minute mile. Because I'm going to get that transformation, I'm going to be stoked about it. If it works. I'm going to consume the content. And I know that I'm getting a deal. So I'm going to give you the feedback as a way for me to say thank you so much. This was so valuable, how can I repay you, you can repay me and feedback, right? So be very, very intentional about the people that you bring into your beta launch, or your founders launch or whatever you want to call it the first iteration of your course, user feedback, strategically implement the feedback one step at a time, you may end up with three or four versions of this course. Until you get to that vision where you're like, I'm happy with this. This provides results. The quality is phenomenal. I can then take all of these case studies and testimonials. I can build out a beautiful sales page that converts I'm ready to have this out into the world I feel good about investing in and running ads to this page. To get there takes all of the steps before so please don't look at the people who have beautifully polished courses and sales pages and funnels and ads. Don't look at them and say, you know, I feel inadequate. I don't know how to get there that they didn't get there overnight. I promise you that. Okay. I'm really excited for you. I hope this inspires you. I would love your feedback. I would love to hear what you're working on. Reach out to me on Instagram at @pualena.co. You can shoot me a message on my website pualena.com And I cannot wait to chat with you again in our next episode. Keep crushing guys.
Outro 19:11
Thanks for joining us for another episode of the course creators Academy podcast. Join the conversation in the course creators clubhouse on Facebook. And if you love this podcast don't forget to subscribe and share the love with a five star review and tag us on Instagram at @pualena.co For a shout out on the next episode. And be sure to visit pualena.com For more info. Thanks again for listening.
Forget the New Year’s resolution (we all know they don’t work anyway!) and use Pua’s method for Evolution in 2023. We constantly evolve, so why not make your evolution this year intentional? In this episode, Pua is walking you through her five-step method to pre-pave the way for your biggest, most important goals this year. Grab a pen and paper and carve out some time for you and your dreams.
Pua explains how vision casting works, why it’s important to approach the exercise with a limitless mindset, and how to set yourself up for success. It’s not enough to just write a goal down and never look at it again - you need to include a mechanism for accountability, and Pua tells you how to do just that!
Resources:
Alice Inoue
Atomic Habits - James Clear
Pualena - Planner
David Goggins
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
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Transcript:
Pualena 00:00
Because if we don't create awareness around our obstacles and our challenges and our goals and our wins and our celebrations, we tend to just continue to let them happen to us. Right? Creating intention around this entire process is what allows us to evolve with intention.
Intro 00:20
Welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business, you'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 00:48
Hello, and welcome back to the Course Creators Academy podcast. I'm your host Pua. And this is the first solo episode of 2023 ... 2023. Remember, when you were a kid, and you would write the previous year on like all of your papers and homework for like, four months, I feel like I was just about to do that. Actually, I did do that this is my second take because I was like this is the first recording of 2022. 2023 is here. That is wild, I can't even believe it. And yet I can because it's been a crazy, last few years has it not? We are back to normal, we're traveling, we are meeting in person like and we have all of these new tools at our disposal. Because of what happened in 2020, '21, '22. People are meeting internationally on Zoom every single day, we have an international team, this is something that I'm so grateful that the world has sort of caught up to specifically the generation just above mine. And it's that means like my mom's doing Zoom calls, she's doing, you know, foreign language classes with a group virtually. And so she can join it as she is, you know, traveling or taking care of her mom, or you know, there's just so many ways that this world has brought us together. I agree there are a lot of ways that this world sort of like pulled us apart and pit us against each other and, you know, created isolation. I'm not saying that this was a great thing for for, you know, us to go through. I do want to highlight though, that that is one of the benefits of the pandemic and everything that happened. With that being said, I'm excited today to dive into the new year. I'm excited today to talk you through a tool and a strategy that I've been using for many, many, many years. I started using this when I co-hosted my very, very first podcast with my previous business partner. And this process is what I'm going to share with you today, is part of a larger process. And this has evolved and evolved. And I believe that my business partner Kimi still does a version of this, I still do a version of this. So it's just something that, you know, a good invention, picks up and holds on and evolves over time. And so I feel I'm pretty proud that we created this and that it's useful for both of us. And I hope that this part of the process will also be useful for you.
Pualena 3:41
So as we talk about the new year, I have to confess something to you. I do not believe in or support new year's resolutions. I think they're a bunch of BS. They have good intentions, they come from a good place. I honestly, like think about any new year's resolution that you've set in the past, have you accomplished it? I don't doubt that the answer can be yes, for some of us. And I would bet that if you accomplished it, it's not because you set it as a New Year's resolution. It's because it's something that you focused on and you wanted to achieve regardless of what time of year it was. In fact, let's take my favorite and most relatable example that I use all the time. Let's say you want it to get fit in 2022 and it's the beginning of '23 and your fit. Right let's say you'll say that happened. Are you fit because you set that as a New Year's resolution? Or are you fit because a few times during the year you came back to the idea that you wanted to feel good in your body and it was independent of the fact that you said that in the new year? Am I fishing for ways to support my theory? Maybe? I think most of us can agree though. New Year's resolutions. They're not, they're not real, right? We don't we don't actually do them. I do think also, okay, you know how Valentine's Day is kind of like that holiday that Hallmark decided to take and run with. And now it's like this huge billion dollar day of like chocolates and, and flowers and stuffed animals and cards and stuff. I think fitness facilities and gyms have really taken the New Year's resolution thing and run with it. Have you ever gone to the gym on January 2? January 2, through like January 9, go to the gym that week, and then go to the gym at the end of January or beginning of February. And tell me what it's different. I used to work at a gym. And that specific gym that I worked at, I actually joined after participating in what they called a New Year's resolution challenge. Where that was supposed to be I think it was a 30 day or four week or a six week challenge. And it was designed, again, with good intentions to set you up with tools and strategies and habits that you carry with you for the rest of the year and the rest of your life. Right. So there was meal plans. There were like, workout special workouts and, and consistency trackers and all of this. Those are great. But why did I join it? Because I wanted to get fit in the new year, right? So, anyway, I digress.
Pualena 6:42
What do I believe in? Then? If I'm going to be such a Grinch about this? I believe in New Year's evolution. What is your New Year's evolution? Okay, and you're like, well, I don't know why it hasn't happened yet. Exactly. We're going to evolve we always do. You evolve last year, you evolved. Since you were born, we as humans evolved over 1000s of years, your business has evolved. Evolution is it's just truth, it just will happen. What we can do is create a vision for the type of evolution that we want to experience. And then set a plan in place to guide your evolution in the direction of your dreams. That's what I believe in. And that's what today is about. So I'm going to walk you through this process. And even this process has evolved. And it's five steps. So have either you know, if you're listening to this in the car, or on a run or whatever, great, keep listening to it all the way through, just start thinking about these things. And then I encourage you to come back to this episode later, when you have maybe an hour to sit down. Yes, an hour a whole hour. You know what that means for everybody who's like, Okay, I won't be coming back to this because I don't have that kind of time. Guess what 4am is? It's your hour. Okay? So either stay up late, wake up early, you know, find a quiet space on your lunch break, take a walk, grab a notebook, bring your laptop, it's worth it, it is worth finding that hour creating that hour for yourself. So come back to this when you have a quiet space to think where you can Tony Robbins, pause this recording, and do some of these exercises. I promise it is super fun. It is very, very impactful. And a lot of cool things will come up for you. Okay, please let me know if you do it. I'd really like to hear.
Pualena 8:41
Okay, so step one. Step one is a recap of 2022 in the form of gratitude, okay, so just think that we're not going to, we're not going to recap everything, there are things that we probably want to forget, there are things that we probably want to remember that we can't. And what I encourage you to do is hold space for gratitude for everything that comes up to you like in your mind, as you think about last year. Just hold space for it because it happened. We can't pretend that it didn't. A lot of us had a really challenging year last year, a lot of things happened last year. Personally, globally in our communities, a lot of great things, a lot of good things, a lot of things that may have been bad and they can turn out good a lot of things that were supposed to be good and they turned out bad, right? That's just life. Think about these things, remember them and find space for gratitude for all of them. Okay, this is really, really important. I need you to start here. So take as much time as you need it pause and just sit in this gratitude for all the things that you can think of that you remember that you want to reflect on. For last year... okay, that was your pause space.
Pualena 10:05
Step two, you are now going to do the same exact thing, you're going to do a 2023 recap, in the form of gratitude. Okay, this is where it gets really, really fun. Okay, so you're like, I think you spoke wrong because 2023 just started like, it hasn't happened yet. I, I know. This is called, you know what? Okay, so I had a teacher and a friend and a, I guess, a colleague, we used to teach at her her school called happiness University, here in Honolulu. Her name is Alice Inoue. And she is a like thought leader, and just community leader in the space of happiness. Look her up Google her, she is so fascinating. She's phenomenal. I love this woman so much. And I can't for the life of me remember what she calls this. And I keep wanting to say like, pre-loading or pre-paving ... oh! Pre-paving. So you essentially talk about things as if it already happened. So if I want to, let's say, travel to Alaska, this year, which I do, I'm gonna say I'm so grateful that I got the opportunity to travel to Alaska to meet my client there, right? Like, you're essentially going to make up a story in your head and you're like, What is this possibly going to do? Just trust me, just trust the process. This is something that will create, it will start to build a story around the reality that you want to see come true. This is going to create confidence around you actually, knowing that you can achieve these things. It's going to it's like a vision board. Right? A vision board is something that you create out of something that you want, that hasn't happened yet. And you look at it every day. And you start to just you focus on those things, and you create a plan of action to bring them to life. So this is this is just your vision board in words, right? Start to talk about and be grateful for the things that have happened this year as if they've already happened. Okay. Now, I'd don't want you to hold back. That's really, really important here. Be limitless with with this exercise. I want to make a million dollars a month. Is that crazy? Sure is? Is it possible? Sure is, if that's what you want. Say I'm so grateful that I was able to create a business that would allow me to bring in a million dollars of revenue every month. It already happened. Do you feel what that lights up inside of you? Don't let doubt tarnish that feeling. This is supposed to be expansive, it's supposed to light a fire a spark with like within your mind and heart. And a lot of times we're like, oh god, yeah, right, that could never happen and that like smolders, the fires that would smoke, smothers, smolder? Somebody tell me what this means. Okay, so that was step two, pause 2023 recap in the form of gratitude, go.
Pualena 13:32
Okay, step three, it's time to chunk this down. Okay, so, go back through step two, and circle or highlight, let's say three things that you're really, really excited to start focusing on one to three. And remember, you can come back to this list, you can create a new list, you can do this as often as you want. I actually do a version of this process a couple times a week. And this full process about every quarter every two to three months. Because we change because we evolve, okay? So chunk it down, pick, pick a couple of things that you want to focus on, and start to outline what bold actions that you need to take in the next 30 days to start to create these things in your reality. Okay? You can make like when I do this, sometimes I will focus on like, what bold actions do I need to do today to get closer to this reality or to achieve this goal? Right? Use 30 days if you want because these are designed to be bigger goals and bigger visions or chunk it down even further. Totally up to you. I would outline three bold actions, five max. Because I want you to have these written somewhere that you can see them every day so that you know that they're things that you have to do.
Pualena 15:03
Okay, step four, step four, here's where we set our future selves up for success. And I want you to consider your future self. The same way that you would look at a co-worker or a family member or a friend, this is somebody that you value that you prioritize that you make sure is happy is healthy, is supported, right? We often put ourselves last. And if not last, at least we put ourselves below other people in our lives, co-workers, families, friends, right? This is your opportunity to start to practice a little bit of self-love, and self-care. If that's not your thing. That's cool. It's something that I encourage you to focus on that I'm going to work on focusing on this year. So set your future self up for success, the same way you would prepare a meal for your family, if you were going out of town, or, you know, I don't know whatever nice things you do for other people, do them for yourselves. Okay, so identify... these lead ins are way too long. Identify obstacles that might get in your way of taking these actions. Okay, so this is where we're planning ahead. We're trying to foresee the fires and we're not going to, we're not going to see all of them, it's not possible. But if we can foresee some of them, if we can try to plan around the things that might come up or dissolve anything that might come up that's within our control, that is going to help us to create a lower barrier to entry to actually doing the things that are going to help us achieve these visions. Okay, so spend some time really thinking about this, what could possibly get in your way. This is different for everybody. It could be scheduling things, it could be life events, it could be family stuff, travel, who knows, try your best. Again, this is something you can do regularly. So this is also a place that we can look for patterns. If you revisit this exercise, you know, next month, next quarter, whatever. And you see patterns start to come up. What obstacles have consistently showed up that maybe you didn't notice this time around, but you are going to start noticing them that the more you do this exercise, that's powerful as well. Because if we don't create awareness around our obstacles and our challenges, and our goals and our wins and our celebrations, we tend to just continue to let them happen to us. Right? Creating intention around this entire process is what allows us to evolve with intention.
Pualena 17:53
Okay, this is the most important and last step, you can't get to this step without doing the first four. So congratulations, you're here. This step is schedule it and tell someone, okay? This plays on the two most important factors of achieving goals: consistency, and accountability. Okay, you can look at consistency in any way that you'd like you can approach it gently with like, so if you've read the book, Atomic Habits, they talk about creating consistent habits in a in an approachable, digestible way. Right? Start small build on the habit, if that feels in alignment to how you want to start to create consistency around these things. Do that. If you are more of the like David Goggins, and you just put your nose to the grindstone and you do it because you know, you have to do that. Do whatever works for you. Okay? And tell someone, for a lot of us, we stop at telling ourselves, right? I wrote it down. I put it in my calendar. Some people, for some people, that's enough. For some people, they will hold commitments to themselves. For some people their calendar is like that is the golden notebook of truth. Is that a thing? For a lot of us though, that isn't enough, I can sadly break a commitment to myself, but I will not make a commitment to someone else. So I have to tell someone, and I'm not going to tell them like "hey, make sure I do this." It's not your responsibility to parent me. But I'm going to say hey, this is something that I am looking to achieve in the next 7, 30 days, 90 days, whatever.
Pualena 19:54
I'm telling you for accountability. Usually that's enough for somebody to say like okay, cool. I'm Can I check in with you in a week or so? Or do you mind if I check in with like, you can ask like, hey, could I keep you updated on my progress? Unless they're a total, like a-hole, they're probably gonna say, yeah, no problem. That's awesome. I'd love to support you. Okay? Because we're not going to ask people that we don't trust and love, probably. Okay, so schedule it and tell someone you need to do both. For me if it's in my schedule, and I can like, sort of put it off, I might do that if it's for myself. But at least it's there and I see it and I'm reminded, and then I'm like, Oh, my gosh, but I cannot do that. Because I told so and so that I was going to do it. And you can't just tell someone to not schedule it. Wait, did I just say that? You can't schedule it and not tell someone. Okay, you get it. I don't need to beat that dead horse. Yeah, I'm looking at my notes. I think I did it. This is it. Those are the five steps. Again, there's more to this process. If you'd like for me to do an episode on the 2023 version of this, what I call a weekly check in, let me know I'm happy to do that. It's, it's it's kind of because if we don't create awareness around our obstacles and our challenges, and our goals and our wins and our celebrations, we tend to just continue to let them happen to us. Right? Creating intention around this entire process is what allows us to evolve with intention. Okay? This is the most important and last step, you can't get to this step without doing the first four. So congratulations, you're here. This step is schedule it and tell someone. Okay, this plays on the two most important factors of achieving goals, consistency, and accountability. Okay, you can look at consistency in any way that you'd like you can approach it gently with like, so if you've read the book, atomic habits, they talk about creating consistent habits in a in an approachable, digestible way. Right? Start small build on the habit, if that feels in alignment to how you want to start to create consistency around these things. Do that if you are more of the like David Goggins, and you just put your nose to the grindstone and you do it, because you know, you have to do that. Do whatever works for you. Okay? And tell someone, for a lot of us, we stop at telling ourselves, right, I wrote it down. I put it in my calendar. Some people, for some people, that's enough. For some people, they will hold commitments to themselves. For some people their calendar is like that is the golden notebook of truth. Is that a thing? For a lot of us, though, that isn't enough, I can, sadly break a commitment to myself, but I will not break a commitment to someone else. So I have to tell someone, and I'm not going to tell them like Hey, make sure I do this. It's not your responsibility, responsibility to parent me. But I'm going to say, Hey, this is something that I am looking to achieve in the next 730 30 days, 90 days, whatever. I'm telling you for accountability. Usually, that's enough for somebody to say like, okay, cool. Um, can I check in with you in a week or so? Or do you mind if I check in with like, you can ask like, hey, could I keep you updated on my progress? Unless they're a total? Like, a whole? They're probably gonna say, yeah, no problem. That's awesome. I'd love to support you. Okay. Because we're not going to ask people that we don't trust and love, probably. Okay, so schedule it and tell someone you need to do both. For me if it's in my schedule, and I can like, sort of put it off, I might do that if it's for myself. But at least it's there and I see it and I'm reminded, and then I'm like, Oh my gosh, but I can't not do that. Because I told so and so that I was going to do it. And you can't just tell someone to not schedule it. Wait, 30 just say that. You can't schedule it. Not tell someone okay, you get it? I don't need to beat that dead horse. Yeah, I'm looking at my notes. I think he did it. This is it. Those are the five steps. Again, there's more to this process. If you'd like for me to do an episode on the 2023 version of this, what I call a weekly check in. Let me know I'm happy to do that. It's it's it's kind of lengthy. You can download the 2022 version. I haven't updated it yet. I should. If you go to pualena.com/planner I, like created one, it was like the beginning of last year. So I do need to sort of open that and see what it looks like because it has changed. It's still like it was great then. So if you download that version, you're off to the races. But you'll notice even with this, this process at the very beginning of the planner, it does look a little bit different. So I, I'd love for you to do that. Go ahead and grab a copy for yourself. And let me know what evolutions are you working on in the next month, quarter, six months year. drop me a note on Instagram @pualena.co I'm really excited to hear from you. I'm excited to be a part of your journey this year. Thank you for being here. Thank you for being a part of the Course Creators Academy. And I look forward to growing together. All right, keep crushing talk to you soon.
Outro 25:55
Thanks for joining us for another episode of the course creators Academy podcast. Join the conversation in the course creators clubhouse on Facebook. And if you love this podcast don't forget to subscribe and share the love with a five star review and tag us on Instagram at @pualena.co For a shout out on the next episode. And be sure to visit pualena.com For more info. Thanks again for listening.
Nancy Giere discusses her inside secrets from creating digital courses for over 25 years! Whether you have a course idea in mind or you’re stuck in the middle of creating one, Nancy has tips to motivate you and help simplify the process. She’s sharing how to find clarity before you begin, where you should invest your time and money and in what order, along with the top mistakes course creators make.
Pualena and Nancy discuss the debate over evergreen courses, whether it’s okay to use a pre-recorded webinar, whether or not digital challenges still work, and why subscribing to a platform too early is like buying a gym membership (hint-it can be a waste of money!). The main takeaway is anyone can build a course on their expertise when they have a strategy and know their audience.
About Guest - Nancy Giere
Nancy Giere is a dynamic learning and performance consultant, dedicated to using humor and technology to drive change and increase training ROI. Nancy leverages storytelling and Instructional Design to create innovative and engaging training solutions. She has proven success with a wide range of organizations from Global Fortune 500 to start ups. Nancy believes in the power of story to bring content to life and make an impact.
Resources:
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Nancy Giere: website | facebook | linkedin | twitter
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Transcript:
Nancy 0:00
When I work with clients, one of the first things that I ask them is, who do you serve? And what's the problem that you solve and what makes you unique? And that's, that's the initial place to guide people. And what I think is interesting is people go Hmm, that's a lot like marketing. And then there's the, then that's the truth of it. Because if you're creating a course you're creating it for your prospects, for your clients, so it should line up with what your marketing is.
Intro 0:30
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 0:59
Hello, and welcome to this episode of the Course Creators Academy Podcast. I'm thrilled to have Nancy Giere on today. Nancy Giere is an online course creation expert. After a lifetime in the corporate training world, Nancy knows how businesses operate and she isn't afraid to shake things up. Her unique perspective combined with 25 plus years of experience, has empowered her with fresh insight and the industry's best kept secrets that she's ready to share with you. Nancy, you are amazing.
Nancy 1:33
Thank you. I feel amazing today.
Pualena 1:36
Thank you for being here. I am so excited to just chat with you and learn from you today. And I'd love to just ask you to share a little bit about your story and how you got to what you do today.
Nancy 1:51
Okay, well, my story goes back many years, as you said, 25, we should probably say more than that than 30 in the business, but I look good, don't I?
Pualena 2:00
You do!
Nancy 2:02
So back very early in my career, I had joined a company that was in the business of making it, that's what we call the "computer aided instruction." So things are being delivered by a computer. But this was a little bit before Al Gore invented the internet. So that's how far back we're going. And when I was working there, everything followed a defined process. And I had no idea that there was this discipline called instructional design, which prior to that any courses that I created, I just kind of stumbled around and I got it done. Well, then the company at that time, they were called Applied Learning, I learned a methodology. I had a Quality Assurance Manager and a direct manager that gave me feedback on everything that I did. And they brought in a master's degree program for us to participate in on our lunch hour. So this really was like, You can't ask for a better situation to really get grounded in whatever your profession is, right? Because I was doing the work, getting feedback on the work, and also in a master's program to learn more about how to do a work from a broader perspective. And that really laid a foundation for me, which I am I will be always grateful for I mean, at the time, I didn't realize what, how lucky I was to have landed there. Because I'd still be you know, bumping around and trying to figure out what just how the heck do I do this. So that kind of launched me, and has definitely served me well. And at this point in my career, I remember one the people that I work with would say, Well, how can we make it better? And so everybody that I work with, I always ask the question, how can we make it better?
Pualena 3:44
I love that. And is, is that just something that in everyday life? You sort of you ask yourself, you ask your clients, you ask your colleagues, and that's just a guiding question for you?
Nancy 3:55
It is a guiding question. And I think there's always then finding that balance of you want to make something that's going to be a, you know, a quality deliverable. But there's you, you want to make it better in terms of structure and appearance. But you don't want to go crazy. Because if you want to make it perfect, it will never be complete. But to really look at it from am I at the point where I'm providing an experience for my learner's where they're going to be able to get what they need to move forward. In is it in a way that's pleasing? Because there's certain things you can do that I think are pretty straightforward that can, you know, to quote to go from good to great.
Pualena 4:36
Absolutely. And that was my next question. Right is like a painter, there are always things that we feel that we can be improving. And so for some people, right, how can I make it better? Well, the list never ends. And so I think it's it's really beautiful the way that you sort of prioritize the user experience and and sort of how do we make the results and the transformation and the experience better? rather than getting caught up in, like, the details of how do I make my colors perfect? Or, you know?
Nancy 5:05
What, and I think I look at it from the perspective of it's a confidence builder, instead of saying to somebody, wow, what you just put forward, you know, that's not going to work. It's not a, you know, it's not good. You know, this is what's wrong with it. But to have the conversation around, well, let's look at where we are, and look at what to do to make it better. And that's more me acting as a coach. So because I want people to have confidence, and I want them to feel like yeah, I've got this, I can do this, I can make this.
Pualena 5:33
Brilliant, and I love that. And I think it's confidence is something that in business, we all know, it's important. And we can say, okay, confidence is important. And that's something that you should work on. And then when it comes to ourselves, we're like, okay, I know, I need to be confident, but I have all of this like, impostor syndrome, and...
Nancy 5:55
What if they find out!
Pualena 5:56
Right? And so you are sort of heavily in the online course space in the entrepreneurial space? How do you find that confidence plays into online courses and the user experience in that realm?
Nancy 6:14
Well, one of the first items that comes up for people is if I build it, will they buy it? Yeah. And who am I to put my message out into? I mean, there's, there's kind of this feeling around? Wow, you know, am I do I really have value to bring in and to share with the world. And I would say that everybody does. Even if you look across people that are in similar line of business, I work with a lot of coaches, for example, people, when you choose a coach, you're choosing a coach that you connect with, on a particular level, right? So one coach can put something out and talk about it, let's say it's in the health and wellness space, there's, there's a consistent thread in terms of to live a healthier life. There's certain things that always come into play. But it's what is somebody's spin on it? And who is someone going to resonate with? So it's helping people look at how do you take your unique perspective, and infuse that into your con into your content?
Pualena 7:17
Brilliant, I love that. And I love so much that part of your coaching includes like not trying to please everybody, because we want to attract the people that we resonate with and who resonates with us. That's incredible. And also can be pretty, pretty challenging, sometimes, especially... so what are your... How do you guide people in terms of attracting people to your courses, or to your content or to your services? And knowing that you have a lot of your personality in there, you have your own unique sort of brilliance. And knowing that people may need to see a little bit of that, before they make the purchase. They don't know all of the amazing things that are behind the curtain, they need to see a little bit of that before they buy, what are you what are your sort of bits of guidance around that?
Nancy 8:10
Well, what I think is important is we always have to look at what's what's the transformation going to be. And you're either relieving pain for someone you know, something that they're struggling with, or they want to expand into something new. And that those are the kind of the two places I think when people come at wanting to learn something, it's, you know, I'm in a, in a situation that's challenging, and I want to get on the other side of it. So it might be I want to do a be better, be better do a better job of closing sales. Or if somebody is maybe expanding into something new. And thinking about well, I'd like to, they want to expand my skill set. So for example, I've last year, I learned how to use a product called ECamm, and a Stream Deck. And I don't have it hooked up right at this moment. But that's been a game changer in terms of how I do my presentation. So when I looked at wanting to make that move is kind of my own personal take on it, and other people can look at it for me it was I'd like to, I'd like to do my presentations are great. My slides are great, but I like to level up. You know, that's different than feeling like there's something that's that, ugh, I'm tired of feeling this way. And I want to, you know, I'm tired of being overweight. I'm tired of feeling like I'm dragging myself around that there are different types of feelings that move people forward. So when I work with clients, one of the first things that I asked them is, who do you serve? And what's the problem that you solve and what makes you unique? And that's the initial place to guide people. And what I think is interesting is people go Hmm, that's a lot like marketing. And then there's the then that's the truth of it. Because if you're creating a course your creating it for your prospects for your clients. So it should line up with what your marketing is. So it's like, okay, that's good. So then that you know, then the work is, you're well on your way. Now, it's just refining more specifically, this specific piece of content. How does that? How's that going to help?
Pualena 10:19
Brilliant. Yeah, absolutely. And you do a great job of this on your site, by the way, I feel like just sort of browsing your website, I got a really good feel for who you are. And even your personality, like, You talk a lot about energy and, and you have a lot of humor. And those are things that, you know, a certain group of people will resonate really strongly with. I'm one of them, and I really love it. Yeah,
Nancy 10:45
Well good. And some people not so much.
Pualena 10:45
So, I think that's what it's there for. Right?
Nancy 10:23
But that's part of it. Right? That's part of it. People are, we're there. So we have so much opportunity in terms of the different types of people that we can work with, and you know, pick your pick your topic, or the type of support that you need. And it's really, you know, finding somebody that you feel that you resonate and connect with, and that you're going to put your trust in to say, Yep, this is the person that can guide me, and help me get to the finish
Pualena 11:13
line. Absolutely. Yeah. That's brilliant. So do you utilize any sort of, I mean, courses are designed for an overall transformation, right? There's an experience there is guidance, there's the transformation, do you guide your clients to do any sort of smaller version of that maybe like mini courses or, or even just like a single video just to give potential clients sort of a sneak peek into what they're getting into?
Nancy 11:44
That's, you know, that's a great way, that's a great way to as a starting point, and what I like to do with people sort of look across, well, what's their business model? And how does having a course or a series of courses fit into their business model? And then to kind of step back and look at it from a priority angle. Okay, where do we want to? Where do we want to go with this? I think having a nice mini course with gives people a sense of who you are. And what you can do, is very useful. Many people have been doing, you know, webinars like crazy, particularly since the pandemic, but if we can't go outside, what are we going to do? Well just watch a webinar. But they're a great way to attract people, they get a sense of who you are, they get a sense of your personality, I'd like to this is somebody I'd like to work with, or this is, you know, that something, it's not for me, or it is for me, but it's a way, it's like an initial kind of sifting and sorting out people. What can be even more interesting, which I did a bit earlier this year is many people will do a five day challenge. So you're teaching a little bit every day, you're more likely to close more business after a five day challenge, because they've spent more time with you, then an hour or you can close something that's going to be a higher ticket item. So the more time they spend, then the more likely they are to, to invest. So you can kind of do things in levels. And I've experimented with this for myself, and I've watched other people and colleagues do this. And it's really kind of coming up with those different levels of offers. And that's kind of where that where the courses can fit into, you can have something that this is just a do it yourself track. There's ten modules that are 15 minutes long, I'm just you know, picking out numbers, and then there's some worksheets that you can do. And you'll you know, at the end, it'll get you going and many people are like the great, they've got it with the do it yourself kind of an approach. But then maybe you want to take it up another notch and say, I'm gonna have a group program, they'll get all the content in the do it yourself, but then they're in the group. So they have an opportunity to be in a Q&A session and get feedback on their work. And then of course, you can level it up and do one on one. But the beauty of taking time to build out a course is you can sit back and you can look at and go, What do I say over and over and over again? What every time I have an interaction every time I'm onboarding, what's that repetitive information. So if you can put that into an online format, then when you work in a group, or you work one on one, you can go at a deeper level. But more importantly, it gives you more time. And so what can you do with that additional time? Well, you can either bring in more new clients, or take more time off or find, you know, a balance between the two. Because really, it's all about, for me, everything comes down to best use of time, what's, what is going to be what is going to work out the best for me, and how can I make that all kind of make it all work?
Pualena 14:47
Yeah, absolutely.
Nancy 14:49
So that's one thought for sure.
Pualena 14:50
I love that sort of total ecosystem approach, where we're meeting people where they're at, we're providing solutions. You know when and where they need it. And you just you, you dropped so many good nuggets just now. Thank you. Yeah. And I love also that there are many ways to bring people into your ecosystem, right. You mentioned webinars, you mentioned challenges, which those are two things that right now there's some, like controversy behind, you know, webinars are dead challenges don't work. And I'd love for you to dig into that, based on your experience. Have you heard that recently?
Nancy 15:33
I've been hearing people talk about them. And frankly, I'm wondering, what's the next thing going to be? Right? As we've had webinars, we have challenges. And I feel like I'm not getting as many invitations to challenges as I was even six months ago. So I'm wondering where, you know, where do we want to take people from here? Now, I think part of it is, the world has changed a bit, in that we were out, we're not totally out of the pandemic yet. But people are out and about, and we're leaving the house again, thank God. But you know, what many people have forgotten is that people were doing webinars and online courses, pre pandemic, it wasn't that it wasn't as many people. So the field wasn't as crowded. Now, sadly, what I think happened is a lot of people have shortchange themselves by saying, well, I'll just do this webinar. And I'll put an intro on the front and an outro on the back, and I'll sell it as an online course. Really, that's not an online course, that's a recording. And I'm all for, you know, hey, great, do recordings. That's cool. It's a good, you know, minimum viable product to get out into the world, but sell it as a recording. Let people know, it's a recording of an experience that other people participated in. I frankly, I feel cheated when I buy something. And I think it's going to be an online course. And it's just a series of webinar recordings. Because I don't care about the questions that the people had that day. I don't, sorry. And I've also, and then the other side of it is, people will say, hey, come to this webinar, and it's a recording. So you can't even ask the question. So it's sort of like don't, don't, don't mess with me, be straight up. Call it what it is, because there's a good chance, I'm still going to want to participate, if it's information that I think is really important. And this is going to help me move the needle in advance, personally, professionally.
Pualena 17:33
Yes, I completely agree with that. I feel like there was a period of time where the Evergreen webinar thing was a really, really common tool, which can, to your point, I think it can still work, as long as you're honest, like this is a recorded webinar, or this is, you know, just say it. What really got me and I think this is also a reflection of like, we as consumers are understanding the tactics. And so the more transparency, yes, more honesty, the more we're willing to give it a chance.
Nancy 18:08
The markets more discerning now.
Pualena 18:11
But totally. Like, yeah, we've all sort of gotten the rug pulled out from under us a couple times. And now we're a little bit cautious. And I think so there was, there was one, probably more platforms than just one that would take a recorded webinar and add a fake chat. So that it looked like it was live and I was like, this is bonkers. It is so clearly recorded. And I Yeah. Ever since then, I was like, I don't know how I feel about webinars. But I've watched to your point. I've watched the ones. It's a recording, I understand it's a recording, and it's something that I want to learn. Same with challenges.
Nancy 18:51
And that's really the the big driver it is with adults, particularly what you said, it's something I want to learn. If it's something I want to learn, and it's really important to me, I'm going to be more accepting of the quality of the recording and things like that, because it's really important to me, I can let some things go. Now, having said that, the one thing I think that people have a very low tolerance for is if the sound is bad. If the sound is bad, I think most people throw out and I can't hear what's going on. They'll, whereas for where if the visuals aren't that great. There'll be more accepting, but they'll they'll fade and I'm continually astounded how people you're putting yourself out there. And yet the visuals that they produce, they're not. They're not that great.
Pualena 19:42
Yeah.
Nancy 19:43
And, you know, I recommend that people invest in a graphic designer to give you a template. This is what I did. And you don't have to worry about the fonts. All you have to do is put in your keywords and your photos and you're in your really in great shape, and if you don't want to invest in a designer, there's sites out there where you can find pre built templates that you can work in. So let's say let's take advantage and let's leverage what's available to us. Because I think making a move like that has something that's has a nice graphic element. That's not a big lift. But it can make a big difference in how you how you show up. I looked I was in somebody's event, it was like, how many fonts can you use on a page, I'm on track here. Like, this is such a simple thing doesn't take a lot of effort to be consistent. And then it makes you look better. Because what we forget is we're putting this is we're putting ourselves out there. So how do we want to be seen?
Pualena 20:45
Absolutely. And it's so this comes back to branding, right? And so in the work that we do, we do a lot of just strategy around branding, I may not be the person who created the client's brand, but I'm the person who's building the brand into the website, and needing it to be consistent. And, and it's, to me, one of the most important subconscious cues across anyone's digital space is consistent branding. And it's not difficult. Choose two colors, have a good logo, and choose two fonts, one font, and then just be okay with having everywhere, because consistency breeds confidence in your consumer. And when they feel like you're being inconsistent, even if they can't put like their finger on it. Something feels funky to them. And they are going to have to you're just going to have to put forth more effort to convince them that what you have is great, right?
Nancy 21:43
Yea, I totally agree, because there's a lot of people will think, something's not right here.
Pualena 21:48
Yeah. And most people won't be able to identify it, but it's just gonna feel weird. Totally agree. Right? Yeah, that's great advice. On that note, I am curious what common mistakes you might see or hear, of course creators making and some tips that you might have to avoid those.
Nancy 22:09
Okay? Well, one mistake I think that people make fairly often is when they're sitting down to write their course, they want to really want to write the introduction first, and then go from there. When because when you're taking a course, you start with the introduction, and then you module one, module two, and so on. But when you're building it, that's the last thing that you want to write, you really want to focus on creating your outline of your content. So what are the what are the lessons going to be? What are the topics going to be inside of each lesson? And then what are the key points and the time you want to build all of that out? And even at the, you know, the lesson or topic level? You know, don't think about the introduction, think about what do I want to what's the point that I want to get across, then after you build that out, then go back and then write the introductory and conclusion type material. Because if you start with the intro, you kind of you might box yourself in
Pualena 23:00
Brilliant!
Nancy 23:01
So that's what's one thing that happens. Another part is, people don't begin with the end in mind. And we've heard this over and over again, and it applies in a lot of places. But think about what's the place that you want to get your target audience to, and where are they now? And what are you going to do to close that gap? That is a fundamental way of looking at it. And one way you can kind of keep yourself tuned in is to continually ask yourself the question, what do I want them to be able to do? And know, and feel when they're done with my course. And stick that up on the wall in front of you and look at it. And always be aligned towards that? Because it will help you avoid shiny object syndrome. Someone comes in Hey, how about me? And you gotta know that today? Or hey, how about me, you can stay. It's, it kind of keeps you focused on really kind of where are you headed and it prevents you know, a lot of lot of scenic routes is a nice as the scenic route can be when people want to learn something, you need to take them, you need to guide them, you need to be the tour guide. You need to get them from point to point. And those are two, two key things that I see all the time. And then the third one that I'll throw out is premature platform selection.
Pualena 24:22
Ah, juicy!
Nancy 24:23
How many people have invested pick your platform as their place for their course to sit, paid the money for it, monthly subscription and don't load up a thing. What you want to do is early when you're designing is think through well what what platform do makes the most sense for me take a look at it get a sense of of how it works. And then when you get further along in your development cycle when you're actually in that content creation phase. That's when it's time then to you know to pull the trigger and bring it in your platform so that you know you can save yourself, maybe a few 100 bucks by waiting three months. I mean, I'm astounded and emotional to say, yeah, I'm on this, but they don't have the thing up there. It's kind of like the new gym membership. I paid the money.
And then I don't know what do you watch Friends when they're like, "I want to quit the gym". Like, "I want to quit my platform". They're like, "Well..." yeah.
And there's so you know, there's so many great options out there. And but people get people get caught up in, they get more concerned about that, than their content. And the content really comes first.
Pualena 25:32
Totally. Do you find that also happens with equipment? Like, oh, I can't start until I have all this stuff?
Nancy 25:38
Yeah, you're gonna have it all. You know, really what it comes down to is you want to have a good microphone. And you want to have lighting. So you look good in the lighting. You don't have to go crazy with it. You can probably get leaking get lights at Home Depot? That'll right? They're not as attractive. But nobody should be looking at your lights anyway.
Pualena 25:56
That's another problem if they are. Yeah. Brilliant. I love all of that so much. I'm curious, what are some of your favorite platforms?
Nancy 26:06
Well, I'm currently on a platform called New Zenler. And one nice thing about this platform is you can get in there and you can try it out and you don't have to pay anything. So until you get to a certain point, then then you got to, then you get to re-up. But you can get in you can explore, you can work in it. And then when you're ready to actually go live, then you can pay them at that point.
Pualena 26:30
Brilliant.
Nancy 26:31
And that's when so I've been I've liked that platform for that reason. And I got into this primarily because I hired a virtual assistant, she had expertise on that platform. So I was like, we're going in that direction. I like using Ecamm to do my recording in. I find there's there's just a lot of options. And I also invested in people, many of you probably don't know what this is, but in a Stream Deck, where I've got the different scenes programmed, which allows me to really quickly move from being on camera to being on a slide. And it avoids that whole when we're in Zoom, Can I... okay, let me share my screen ... okay, can you see that?
Pualena 27:15
Yeah!
Nancy 27:16
You know, that sort of that screen fumble so you can seamlessly move around. What I find also is pretty cool is that I can have a slide up, say a couple things about the slide then switch to being on camera and continue the conversation. So you can be you can be in the room. And you can set things up so that whether you work in Keynote or PowerPoint, it doesn't take everything over.
Pualena 27:36
Oh my gosh, I think I need one of those. Talk about shiny object syndrome.
Nancy 27:41
Yeah. And you know, that was like, I started out with I got a good microphone, then I invested in lights. Then I moved up from the camera on the Mac to Logitech BRIO camera. And then I, you know, next step was Ecamm in the Stream Deck. So you don't have to do everything right away. You can do a fine job recording in zoom, and just really thinking about whether you're a PowerPoint person or a Keynote person or a Canva person having just visuals that are going to be appealing. They're not going to be cluttered. Really think about how what's the... be minimalist in terms of texts you're gonna put on your screen? Those things are really, to me, pretty darn important.
Pualena 27:41
Yeah, absolutely. For sure. I love that. I would love to sort of jump back to the second mistake that you shared.
Nancy 28:34
Sure.
Pualena 28:35
And that beautiful. You said, How do I want people to feel? What were the three things?
Nancy 28:43
Okay, so it's what do you want people to be able to do? What do you want them to know? And how do you want them to feel?
Pualena 28:50
Love that. I love that so much, because it keeps you connected to your mission, to service, to the person on the other side? Exactly. Do you find that when you're working with clients, and they're like, super excited, they're like, I have this idea. I'm going to launch this course. Here's my outline, here's my, my recording schedule, like, let's do this. And then halfway through or three quarters of the way through, the momentum just stops. Is there... do you have any guidance for people because when you said that I was like, this is something so small that could keep people in that, that sort of service minded mindset. And I'm curious if there are other things that you have other strategies?
Nancy 29:37
Right, well, because the big challenge in all of this is, for me, this is what I do every day. I earn my living building courses. So I'm into it all the time. The people that I work with, that's, that it's another project that they need to complete. So it's really, maybe you know, being connected to the client, but I think for themselves they need to be constantly saying what it's going to mean to them when they're completed. I mean, there, we all do what we do to be of service and being of service. And that's how we're going to earn a living. So if you look, so if you have helped your clients go, they know, I know this is tough going. But just think about once this is out there, how much you have haven't like, really visualize how much free time they're going to have, or how much more capacity they're going to have, I'll be able to do more, I'll be able to serve more people. And to kind of, I think they need to kind of keep that in mind, kind of how I was investing in this particular project going to benefit me. So it's being focused on the client, but then looking at it and saying, I'm doing this work for my clients, because I want to be able to serve more people, I want to help more people in the world. Or, I want to set that I'm at a point in my life for whatever reason, where I'm happy with the, the income that I'm bringing in. And if I can have more time, to travel to spend with family to pursue a hobby, whatever that might be, you know, so they're, you know, there's, what's their motivation for doing it beyond money is money is money. We all love money, money makes you, money talks, money makes things happen, money is energy and all of that, but kind of it's what, what's the freedom that it's going to give you? And you get to choose? In the kind of, and that's probably maybe what they can't lose sight of when they're kind of in the midst of it and going, Oh, I've got to do a recording. Because people kind of freak when they get to recording because then it's like, I don't my hair's not right. And this isn't right. And that isn't right. And, you know, one of the things with Zoom is we've been looking at ourselves all day, which is really not normal for human beings to see ourselves. All the time, the Oh, geez, what
Pualena 31:52
Completely? Yeah, for sure. That's beautiful. And it got kind of goes back to connecting with your why which I think became sort of a buzz phrase for a while, but it is still so. So true. It is beautiful. Oh my gosh, you're a wealth of knowledge. And I am just gonna keep picking your brain until every minute of this is up. How much time we got? I am so okay. So something that we talk about a lot, just in our day to day work is storytelling. And as a web designer, what we like to do is create, you know, a storyline from top to bottom of every page that we build, and sort of that user experience and you know, your clients, the hero, and all of that. And I'm curious to know how you weave storytelling into the work that you do with your clients and creating course content.
Nancy 32:45
While stories are incredibly important, and somebody coined this phrase, many years ago, facts tell and stories show. Stories also teach. When you can build a storyline into your program, I was just working with someone this morning. And we're looking at coming up with a series of scenarios, to actually put people into what it feels like to do the work. And what what types of questions would a client come up with? So it really kind of put them in? Right? It's an employee training program for a bookkeeping firm. So what we want to do is look at what what types of clients are they going to encounter? What are the questions that come up? What are the challenges that come up, what types of problems so they have to stall to it to me to solve, and then we'll create a whole storyline around that. So when they're going through, and they're learning what the process is, it's in the context of the types of clients that they're going to be working with, when they finish their training. And then they're, they're actually doing the job for real. So, you know, it's funny, I kind of go back and I think about in my own life, I can remember, stories and lessons from when I was a child, whether it was something that was in a book, or in a play, or in a movie, we resonate with stories. I think storytelling was the first way of people connecting and teaching. And even if you look at old cave paintings, there's a storyline in the cave paintings when you go into a lot of the cathedrals throughout Europe and all of the painting the paintings were all these are the lessons from the Bible that you need to know. And they were all so that was done visually, because you had a lot of people that didn't know how to read, but they needed to be able to get what the storyline was. So we've been using stories to communicate and connect and teach from the very beginning of time and now we just have other ways that we can do it because we're in this digital age. So the stor... you know, it becomes fancy. I lost my words.
Pualena 34:57
Yea, don't worry. Yeah, that's so True. And it's, it's almost like when you are memorizing things, if you put it into song, you can memorize it easier and faster and longer term. I feel like the same is true for stories. Yeah. Brilliant. On that note, something that also sort of keeps people engaged and retained is sort of creating interactions and gamifying your courses? Do you guide your clients to do any of that? And what are your favorite strategies around that?
Well, it's, I think, what's what's interesting is, in the space that a lot of entrepreneurs work in, there's some degree of of, of limitation in terms of what you can do for interaction. So if we think about if we can simplify interaction, one is, if you go between different people, every time there's a different person, that's like, that's a level of interaction, because I got a look over here, either Oh, this is happening, or moving from a visual to being on camera that creates an interaction, if you kind of watch anything that if you want movies, or even down to commercials, if you count, the number of scene changes is pretty frequent. Now, you can't go crazy in this instance, in like, you know, I have got all these different camera angles, everything else does that just gets to you can but not everybody has the budget to do a three cameras, and then add it all together. But if you think about just shifting it now, if you give people an activity to do that creates an engagement. And one of the simplest things is, you know, and a lot of the tools that we're we're working in now, what we can do is we can show a video, and then we can have people do some type of a personal reflection exercise where they'll write something down, we can give them a checklist and say, go at it and guide them to go and do something. So whatever the whatever that activity might be. So let's say one of my people in the wellness space, you know, the old food diary. So they've got here's, they talk about that. And okay, now I want you to go and complete this for a week, or I want you to track your sleep patterns. So whenever you give somebody to do that brings in interaction. Now at the end of what the some of these courses, what you can have pop in is when somebody completes something, there can be like a little yay, and you know, confetti falling and things like that, that you can, you can build into it. When I work with corporate clients, we use what are called authoring tools. And inside of an authoring tool, like one of the primary ones that we use is called a Articulate Rise is, is that there's all these interactive components that you can put in so there's something called it's a flip card. So maybe there's a term on the front of the card and you flip it over and you get the definition or a question. And then the answer, you can set up accordions you can set up, up there's, it's a very... where people are interacting, people are interacting with the screen. They they're doing, they're sorting information, they're matching, they're doing all kinds of activities right on on the screen. The challenge with with these tools now is the licensing is it's around, could be could be more now. But around $900,000 a year for the license. So you've got to be really committed to building it out. And having said that, if I build something for somebody in that tool, I can give them an output file that then they can load on to whatever learning management system they want. So they don't they don't have to bear the burden of the licensing, but you can come up with a higher level of, of interaction, I feel like I need to be like where I can be need to share my screen and show this. Yeah, it'd be more, more effective. But there's a lot of you can have an image with hotspots that people click on. That's another type of interaction that can happen in there. You can have a video scenario where it'll branch so depending on how you answer the question, like a choose your own adventure, it'll take you down a different path. So there's a whole lot more that you can do to up the engagement. And I would really like to see more have that brought down to a level where more people in the entrepreneurial space can afford it and can build in more interesting components then, here's the video. Here's a PDF. Here's a quiz.
Yeah. Yeah, for sure. And I think I think we're getting there.
Nancy 39:25
It'll come.
Pualena 39:25
I think that it's, it's a competitive enough space at this point. Like, all of the platforms and learning management systems out there. They are essentially all competing to just like, match each other's functionalities.
Nancy 39:41
Yes, very interesting. And there's a site that I came across the other day called Xperiencify do things like badging and you can put your course into that type of a container and then they give you that sort of the rewards along the way. I think the where apps are heading is also is going to be quite interesting in people doing something on the app, because then there's more of the badging and Hurray and the confetti falling and things like that it's easier, easier to do there. And there's that's going to be perhaps like the next place to go is things will be done more on an on an app than perhaps in the online space. But, we'll see.
Pualena 40:23
Yeah, I think it's important to remember to adults like to play, adults like games, adults like celebrations and like, we like confetti. So don't discount the power of confetti is really the takeaway. Awesome. So in terms of allowing yourself to create a course that with growth, you can start to invest in things like equipment or new platforms. Let's talk a little bit about how to sort of position your course for maximizing income and creating multiple streams of income and what that looks like, because we talk to a lot of course creators, and there is quite a bit of hesitation around, you know, oh, I can't charge that much for my course, or people won't pay X, Y, and Z dollars for this. Because they need there's, there's one of the biggest things I hear is, I can't make this a high ticket offer, because I'm not going to regularly add new content. So I think in order for it to be considered high ticket, a lot of people think it needs to be almost like a membership that continually grows in value. What are your what is your guidance around pricing, and that whole space.
Nancy 41:50
Well pricing is always a challenge? Because it all comes down to what if somebody takes the course, what's the benefit that they're going to get from taking the course? What how are they going to gain? Personally? How are they going to gain professionally, economically, so if somebody is doing something around, help you create a better resume better LinkedIn profile everything you need to find a job. And if when finding the job is you could earn 10,000 a year more than what you're earning now? Well, spending 1000 doesn't seem so bad. If I'm gonna gain nine, right?
Pualena 42:27
Right.
Nancy 42:27
So I think that's part of it is sort of, you know that, what's it going to do for the what's the value that it's going to bring to someone. And so the price has to has to reflect that. And it's always challenging when we're out and we're looking, because you know, some people that are, I would say like celebrity status course creators, their list is 100,000 people, they can sell something for $97. Because they're just by the sheer law of numbers. They're going to sell a higher volume. I was looking at something the other day, and helping somebody who's in the she's a mosaic artist, and she has of course to teach other artists and art teachers how to do that. It to bring that into their curriculum.
Pualena 43:09
Cool.
Nancy 43:10
So, we started looking well, what are other people in the art space doing? And what are the courses valued at? And some of them, I think, what they what they kind of get at is you have lifetime access? So lifetime access can be just as good as having more new content. Because it there's some places where well, is there going to be more new content? Or is it like this is this is what it is? This is how it works. You could look at how could you, how could you build on it, but I think it's coming at it really from what's the person going to gain and that's really what can drive the price. You know, if I'm going to learn how to use Microsoft Excel, that's not as compelling to me as a program that is maybe ties more into a bigger level of improvement, where I'm going to I'm going to have a breakthrough of some form. Now some people may have a breakthrough with Microsoft Excel and trying to downplay it, but it kind of depends on where you are.
Pualena 44:10
That's true.
Nancy 44:11
So it's always it's always tricky, because you have to look at so maybe don't always look at your your competitors, but look at in your target audience. Who else do they buy from? And what are they willing to pay for that service? So if they're willing to invest $1,000 with you, and we're in this collaborative space where people might, you know, they're going to be designed to going to do some work with you. They're going to do some work with me. If they're willing to pay you $1000, well, they should be willing to pay me $100 too.
Pualena 44:40
Absolutely.
Nancy 44:41
Yeah. So that's maybe another way to look at it. I kind of got it. I liken it to when I used to have a jewelry business and I sold our glass jewelry at shows all over the place. And there were some people there. They were thrilled that they just made enough money so they can keep making more art, then there were people that, really they didn't want to just make more art, but they wanted to earn a living. So therefore, you needed to be at a different price point. But then you would look at, well, how does somebody see the value of the work? And they have to be able to see that what I'm offering is going to do more for them than what a competitor is going to do potentially, this kind of, so it's, it's, it's different for every situation. So you kind of got to look at, what are you offering? What's happening in the market? What are your competitors doing? What are other suppliers doing? And how do you fit into that whole space? In what what's going to make you different?
Pualena 45:39
Absolutely, yeah, I really put you on the spot to answer a really big question and I really sort of think you did great. It's, that's, that's perfect. And I love the idea of considering the results and the transformation, as one of the main drivers to deciding on your price. Because you know, something like a three step process that you can do to achieve a result. And then do it again, and then do it again, could be worth so much more than 100 hours of content that you may never watch. Right? It's like.
Nancy 46:19
Yeah, you lost me at 25 hours, I can't watch anymore, it's too much.
Pualena 46:26
Absolutely, amazing. Well, I would love for you to share about a very exciting project you've been working on and talk a little bit about your book that's coming out.
Nancy 46:36
Yes. So I've written a book and it's called Bundle Your Brilliance: Turn your expertise into high profit online courses. And it's really my whole methodology. It's a how-to, from idea to implementation, what are all the steps that you need to follow to create a great course. And it'll be available in paperback and Kindle version early and the access to it from my website, as well as people will be able to find it on Amazon.
Pualena 47:04
Awesome. That is incredible. We will link to that in the show notes for sure. And yeah, this has just been an absolute blast. Thank you so much for
Nancy 47:15
I've enjoyed it, too. Thank you.
Pualena 47:16
Absolutely. Is there any sort of closing thoughts? And and please also share how people can connect with you and work with you. Okay, yeah.
Nancy 47:26
Well, my closing thought for everybody is really to design with intention. And go back to that fundamental question around really being focused on what do you want your, your audience to be able to do, to know and to feel when they complete your course and have that be really your, your guidance system as you work through the process? And you can find me, my websites easy. It's nancygiere.com. So my first name, my last name, and look me up there and I'd love to continue the conversation.
Pualena 47:59
Amazing. I think I need that on a shirt Design with Intention.
Nancy 48:03
There you go. Maybe, oh that, maybe that could be my new product.
Pualena 48:05
Yes!
Nancy 48:06
Thank you.
Pualena 48:07
You're welcome. Thank you. Awesome.
Nancy 48:11
I'm just gonna get to the market.
Pualena 48:13
No, I'll let you do that. And I all I ask is that you just create some apparel with it, and I will buy that.
Nancy 48:19
Okay. I'll have to do that.
Pualena 48:22
Amazing. Well, thank you again for being here today. Thank you for the work that you do in the world, and I look forward to staying connected.
Nancy 48:29
Yes, my pleasure.
Pualena 48:30
Wonderful. Take care.
Nancy 48:32
Take care.
Intro 48:33
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five star review and tag us on Instagram @pualena.co For a shout out on the next episode. And be sure to visit pualena.com For more info. Thanks again for listening.
Are you someone who obsesses over getting the most out of each platform you’ve invested in? Or maybe you can’t decide which platform to choose? In this episode, Pua explains exactly what you need to know in order to find the platform that best suits your business. Even if you have big dreams, even if you’ve set goals to create new products or revenue streams, getting clarity now can save you stress, money, and time in the future.
Pua shares the mistakes she’s seen entrepreneurs make in trying to do all the things, paying for features they don’t use, and failing to prepare adequately for course launches. You’ll come away with a clear strategy to find the platform that supports your business and the inspiration and confidence to follow through with using it.
Resources:
Kajabi
Teachable
Thinkific
New Zenler
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
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Transcript:
Pualena 0:00
What is that "Why" that's gonna get you out of bed? And what is the why of your service? Who do you do this for? Why do you feel so passionate about this? Why? Why do you want to serve this target audience? What is it about them that lights you up? That brings that fulfillment and joy and, and satisfaction to you and your business and your teams?
Intro 0:25
Welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business, you'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 0:53
Hello, and welcome back to the Course Creators Academy podcast. I'm your host Pua. And today is a PSA for you. And that is, don't build your business around your platform, build your platform around your business. Now, this may sound super basic and intuitive. And you're like, I don't understand why you feel like you need to say this because that's obvious. And then you're probably thinking, well, she's probably saying this because it seems obvious. And yet, she probably got this as a question or saw this somewhere. And you're right. So I as you know, my platform of choice is Kajabi. I absolutely love it as a course creation platform, as an all-in-one platform. Again, I will always say it is not perfect and no platform is. It is you know that there's a learning curve. There are a lot of competitors out there. So choose the platform that works for you, and create your, you know, use the platform to best serve your business. And whatever platform you use, you'll be able to use the information from today's episode, to just apply it to the spaces that you build your business in. Okay, I give you that Kajabi caveat, because I am in a really, really wonderful Facebook group for Kajabi. And it's a very, very supportive community, of course creators and entrepreneurs. A lot of the Kajabi support staff is also in that community. And a lot of people come in, they ask questions. And as you know, in any large social media space, there are also people who complain, and there are trolls. And there's a lot of other weird stuff that is not, I wouldn't categorize as super supportive and awesome. But the universe is perfectly, perfectly balanced. And there's quite a lot of balance in that group as there is in most groups. So one of the posts that I saw earlier this week, it was along the lines of... I have Kajabi. And it can do so much. It's so robust, and I'm only using like 2% of the platform, how can I use more? How can I maximize my investment in this platform? And you know, how can I use everything that it has to offer... And I totally get this. If you're investing and a Kajabi is not, it's not cheap, by any means. Because you do get a lot, you're paying for a tool that solves a ton of problems, and provides really, really powerful, beautiful solutions all-in-one. So yeah, you're paying for something that is awesome and robust, and it isn't cheap. It's it's designed for a specific purpose for a specific group of people. And when you're investing, especially when that investment feels heavy to you, you're gonna want to make the most of your money. I mean, I think that is in in some way sort of human nature. People in different income brackets may feel differently, but I think for the most part, we do want to maximize our investments, right? That is just that's just good business.
Pualena 4:30
So I understand this question completely. And it got me thinking a lot of the answers were like, you know, well, do you have a course will you have a membership? Like what features are you using? You know, people talk about having selling physical products at the end of the day. From a business perspective, when we're thinking about maximizing our investments in something like a platform, you're trying to use the features to make money. Right? To serve an audience to provide a service or a product. So if you have the platform and you're not selling a service or a product that probably feels like you're not utilizing the platform well. And I probably would agree with that. So when we think about this, it's easy to look at a laundry list of features in a platform and figure out which of these features I could use. You know, what, what can I build? What could I use right now? How could I create another income stream? How can I use this platform to improve my service, right? And so we start matching our business to the platform's features instead of the other way around? What we want to do is have crystal clarity on what our business is, what our services are, who our target audience is, how we serve, what are the deliverables? What are the delivery methods, and then find a platform that can help you to check off as many of those boxes as possible. Because the idea is to simplify, right? If we can find the fewest numbers of number of platforms to use to achieve the goals that you have for your business, we're winning. For a lot of people that is Kajabi. For a lot of people, that is Shopify, it's WordPress, it's Click Funnels, it's whatever platform helps you to check off the most boxes. So my first tip here is to use the right platform for your business and where you're at right now. Okay, so I had somebody tell me, Oh, my gosh, your website is so nice, what it what did you build it on? And it was like, well, it's on, I built it on Kajabi. Because that's what we use for our, our courses and our memberships. And that's the main platform that we use to build for all of our clients. And they were like, oh, my gosh, well, I should I should get Kajabi. Can you send me a link? And I was like, oh, yeah, totally. I mean, you're gonna ask for my affiliate link. Sure. I'll give that to you. But what is it that you do? Because I didn't know this person did courses. And they're like, oh, we do Facebook ads. And I was like, Oh, cool. That's super useful. Everybody needs that. What is your course about? And they're like, Oh, we don't have courses. I was like, oh, sorry, sorry, sorry, what? What's your membership? Oh, we don't we don't have a membership. We just we just provide the service. And I was like, Oh, well, I actually don't think you really need Kajabi. And they're like, well, but I want a website. I want a nice website like yours. It's it's really easy to get lost in that loop. Especially you know, when we're not familiar. And, you know, maybe this person thought Kajabi was just a website builder. And for most of us, we assume that website builders are much like, you know, Wordpress, or Squarespace or Wix, where you pay a fee every year. And, you know, maybe it's a subscription every month, it's around, you know, let's say $30 to $50. Kajabi starts at $150 a month. So if somebody were to say, I just want it for the website, I'm going to definitely make sure that they're, at least that they at least understand what the investment is, so that they can make that decision for themselves.
Pualena 8:25
So, if you are a course creator, I'm of course gonna nudge you towards Kajabi. But there are so many platforms out there and there are a lot that are that are more, you know, affordable. Do they check off all the boxes, maybe they do for you? And definitely look into that there are a ton there's Teachable, Thinkific, New Zenler, there's WordPress plugins, there's new ones coming out every day, Click Funnels, 2.0 can do courses, I think Click Funnels 1.0, could do courses. So again, inventory, your business, your services, your goals, your communities, your communication platforms, and figure out where the best place for you is, because that's where you should put your money.
Pualena 9:09
If you have physical products, I want to nudge you towards Shopify, because that allows you to, you know, keep your inventory, have your email lists. Even I think they do like shipping labels. And if you have a physical product, and you also want to do courses, and you're like I like Kajabi or one of the other platforms, but I do sell journals or T shirts or whatever. Consider Shopify Lite. And it is I believe, I don't know if plugin is the right word, but it allows you to utilize the inventory and product features that Shopify offers. And you can embed those features into other website platforms. So just a little nugget there.
Pualena 9:56
Now for people who have online course says, use online course platforms, if you don't have a course yet, but you want one. This is my advice to you. This is based on years of experience serving this group of people who have so many beautiful intentions in creating online courses. Without the commitment to making an online course happen, the actual creation of the course content and the videos and the outlines and the downloads, that's a heavy process. And a lot of times, it takes people a little bit longer than they originally planned for, which is totally fine. There is no judgment there. However, I don't want you paying for a platform for months and months and months spending thousands of dollars, before you know you're going to be able to use it. So a lot of people will sign up for Kajabi. And they're like, oh my gosh, I'm gonna get this 30 day trial, I'm going to create my course content in 30 days, and by the time the trial is done, I will be making a selling my course. You know recouping my investment in the platform, and we're good to go. That, to me is a super solid plan, if you're going to make it happen. And if you are committing to that you commit to it, and you make it happen. If you go beyond the 30 days, maybe you you end up you know, 45 days or 60 days, okay, that's $150 a month that you are going to pay that you're not going to recoup, it's not the end of the world for most people. However, it is a slippery slope. And that one month turns into two turns into six turns into 12 turns into two years, really, really fast. And that is a lot of money, you've invested in something that you haven't created yet. So here's what I recommend: use something else, and build an email list. If you don't have anything yet, and you want to have an online course and you know, Kajabi is the place for you. Sign up for MailChimp. Today, create a free MailChimp account, create a free MailChimp landing page and start building your list. put something together create a freebie, or just send it to people who you know will support you and want to be a part of your email list and your your future clientele. That's an episode for another day. But a lot of times we build our list and we start out with our friends and family because we know they'll support us, they are not our target audience and they are going to skew your numbers. So I would suggest being intentional about building your list but really like dedicate time every day or at least once a week to list building activities while you're creating your course content. At the very least create a frigging Google Form and have a spreadsheet. To be honest, it might be easiest, right? You're gonna have first name, last name and email, or even just name an email, let's keep it as simple as we as we need to. On a spreadsheet, you can import that spreadsheet to whatever platform you decide to use for your email manager down the line. And you're off to the races. But you need to have a list to sell to once your course is created. Or else you're gonna have a course you're gonna say like I spent all this time creating my course in 30 days now I can recoup my income or my my investment in this course platform. If nobody buys it, you're not, you're not making any money you're not, you're not offsetting that investment at all. Right. So building your list is key. Posting on your personal Instagram account, maybe can be helpful and beneficial for some people. Most of the time, that is the promotion activity that we start with and it does not pan out. If you post your new course on your Instagram story. I don't think you're gonna get any bites. And if you are, you're gonna get a couple bites once. And it's not a reliable promotion source for most of us. Some people have been curating Instagram accounts for years they have a really, really like beautiful, strong following and yes, absolutely use that without question. I just want to make sure that that we are painting a realistic picture here. So that it's you have really solid tangible action items at the end of this episode to start doing and setting yourself up for success. Okay, so I will leave that dead horse there.
Pualena 14:36
Tip number two I don't know if it's a tip I'm looking at my notes this isn't really a tip. Okay, so going back to that Facebook post where where they were like oh my god this platform can do so much. I need to do all the things and maximize my investment and so even though I have this like one course that I got this for and it's it's doing great and I want to sell it. I also think I should use a membership But I think I should use the coaching Oh, and now Kajabi could do podcast. Oh, and I think I really need to have a community even though I don't want to go in there and nurture it ever. And I need to be sending out lots of complex email campaigns. And I don't know what else Kajabi can do, right? Like, it can do a lot. And that's a huge mistake. If you're in the right platform for your business, if you follow tip number one, and you selected the right platform, take what you have, take the solution that you offer, your services, your products, and build them into the platform that you chose in a way that creates a really, really epic user experience. If you have one amazing course, and you pay 150 $200 $400 a month for Kajabi. Take that one amazing course and sell the crap out of it. That's all you need to do. You can grow your business and grow into the platform down the line, but do not create products and services simply to utilize the features that a platform has to offer. I hope this makes sense. If it if you're like can you elaborate on this a little bit, send me a message, I'm happy to do a follow up episode, I just want to really just let that sink in. Because it will pay off in the long run, I guarantee you focus on that one thing or that suite of services that you have that is going to change somebody's life that's going to change the world that is going to provide a valuable solution to problems that already exist. And you will be successful.
Pualena 16:53
Remember, think about what are your goals? What are your goals for your business? What are your goals for your service? What's your why? Right? People talk about this all the time? What's your why? What's your why? I am so tired of that question. But people ask it because it matters. You and you probably will have two "whys" you'll have an internal and an external why. Internal why: I want to provide a great lifestyle for myself and my family. I want to travel the world I want to you know, these are things that why do you it's important to have internal why's because these are the things that get you through the tough days. These are the reasons why you wake up every day. And you decided to be an entrepreneur, and hustle and and really tap into the grit that's deep within you. Instead of just getting in your car driving to work and showing up every day for a paycheck. That's easier. And if if that was fulfilling, we'd all be doing that. Because that is a lot less effort than this is right? But you're not, you're here. So what is that "why" that's gonna get you out of bed? And what is the why of your service? Who do you do this for? Why do you feel so passionate about this? Why? Why do you want to serve this target audience? What is it about them that lights you up? That brings that fulfillment and joy and, and satisfaction to you and your business and your teams? What are your services? Like, truly, what are they? How do you deliver them? What is that transformational journey look like for your clients? If it's a product? How does this product transform your clients lives? How does it make their life easier? Better? happier, more fun, more fulfilling? Do you have communities? Do you have a Facebook group? Do you have one of Kajabi's new communities that was announced Kajabi Communities and it's awesome. Do you have that? Do you actually gather somewhere in real life? That used to not be as weird as it is today. I realized I use the word actually because it's not the norm anymore, at least in this world. But do you? Because that's a community. What are your communication channels? How do you connect with people? How do you connect with your audience? How does your audience connect with each other? I guess that's a community right? Keep all of these things in mind. And create an ecosystem create an experience and an environment where it feels branded, it feels it feels trustworthy. It feels like a place that people choose to be. That's what you need in your platform. And then let the features mold themselves around that experience. Now, here is something that I would like to invite you to sit with. It may feel uncomfortable. You may not like it. But the truth is you won't use every feature that your pro that your platform has to offer.
Pualena 20:05
You just won't. Some people might, but they're few and far between. And they most likely have support teams that allow them to actually use all of the features, right? They have somebody who's managing the communities, they have somebody who's creating content, somebody who's writing email, newsletters, and blogs. And if it's just you, if you're a solopreneur, you're amazing. You do so much already. Don't pressure yourself to use every little thing. I have Kajabi. And I have one course, I just have one course, I have a few others that may exist soon, I may be using the community soon. I don't know if I'll be using the coaching platform because I don't do coaching yet. I might later. But that's not part of my ecosystem right now. And I'm not pressuring myself, to build it into my ecosystem, just because I have access to it. It is worth considering what your opportunity cost is for putting your attention into different places in your business. So let's say you're listening to this, you're like, Okay, I get that. And I'm like you I just have maybe, maybe you're a coach, and maybe you only do one-on-one coaching, and maybe you're only using the coaching product. But you're like, I really, there's a course that has been just brewing in my heart. You know, it's a course. And then they have like a mastermind sort of membership thing. And it all sort of ties together, you know, my coaching clients would be in the mastermind, but I would also bring other people into it and blah, blah, blah, right? So you have all of these ideas, and you're like, I hear you, but I want to use them. I'm not forcing myself because they exist, there are things I got the platform so that I could build this, like, Tell me tell me what to do in that situation. It's possible to do it all. It totally is, I just need you to understand that your energy has a limit. And what I what I want you to do is and I like that we have all of this, like limitless, these exercises to tap into our limitless potential. And that's different. I don't want you to put every ounce of your time and energy into creating these things for your business, and you have nothing less left for anything else in your life. That's not why we do this. So many people become entrepreneurs so that they can live a life of freedom. So they can do more of what they want to do. And they end up at their desk all day working and creating things and waiting for tomorrow when things start to get better and easier. And they start to make more money. That's not the place that you want to be building from. Okay. So if you can create a schedule and a sustainable process around creating these things, that's great. Because there's a lot of resources out there for you to learn how to do these things yourself. If you want to optimize and maximize your time and your energy, consider outsourcing things to people who are who do this every day, right? We build websites for people and we help people build their courses, because it's so much faster to pay us to help you than for you to sit in front of YouTube videos all day trying to learn how to do it yourself. It just is. And there's no wrong option. Either one gets you to an end goal. It's just a matter of how fast you want to get there. How much time energy you have to invest in that and how much money you have to invest in it. If it makes more sense to save money and do it yourself at this point in your journey. Do that. If it makes more sense to invest and free yourself up to do other things. Do that. Okay, there's no judgment. There's no wrong answer. If you do one doesn't work out. Shift. Do the other one. Right. Okay, friends, that is all I have for you today. I hope that you are super excited, super inspired by your business, by your clients, by your services. I would love to learn where you're tuning in from. Tell me about your business. Share with us some of your wins your challenges, your favorite episodes, I just would love to connect with you. So feel free to shoot us a message on Instagram or drop by our website and drop us a contact form. Let us know how you're enjoying the show and keep crushing. Talk to you soon.
Intro 24:44
Thanks for joining us for another episode of the course creators Academy podcast. Join the conversation in the course creators clubhouse on Facebook. And if you love this podcast don't forget to subscribe and share the love with a five star review and tag us on Instagram at @pualena.co For a shout out on the next episode. And be sure to visit pualena.com For more info. Thanks again for listening.
Matt Barnett and Pualena discuss all things entrepreneurship in this episode, from growing a team of people who fit with your brand to connecting with customers to make them lifelong advocates. Matt shares how important it is to find creative fulfillment outside of work and explores the competitive edge that creatives have in the world of business.
Matt shares gems of wisdom from his successes and failures in software start-ups, such as how everyone in business makes the same mistakes, how growing a team is one of the hardest things you can do in business, and how investing in the small things, such as our customers (or bees!) can change the world. Mistakes are to be expected; it’s how we rebound and learn from them that determines how successful we’ll be.
About Guest - Matt Barnett
Matt is the CEO and head of product for Bonjoro, a loyalty platform for building loyal customers that stay for life. He’s passionate about branding, product-led growth, and SaaS companies. He also loves building high-performance teams and PLG focused companies. In his downtime, Matt mentors other startups making waves and is a keeper of native Australian bees.
Resources:
Bonjoro
Zapier
Telstra
Saatchi & Saatchi
Telico
John Lee Dumas - Entrepreneurs on Fire
Pat Flynn
Gary Vee
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Matt Barnett - Bonjoro: linkedin | website | facebook | instagram | youtube
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Transcript:
Matt 0:00
Mistakes are fine. Even today, what we do with Bonjoro is like go and test 100 things. 95 of them won't work right? Or not if it won't work and be worth the effort to invest again. And this applies to marketing, this applies to product, this applies to ideas, it applies to hiring people, it applies to everything you have to try. It's better to make a decision and they'd be the wrong decision and not to make a decision at all. Yeah, because when when it's wrong, that's a data point, you go, well, that's good. We know not to do that again. And then you can reverse that you can't you can't grow in wisdom and maturity without making mistakes. You just can't do it. Yeah. And maybe the longer you go without making a mistake, it means is a big mistake coming.
Intro 0:42
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 1:00
Welcome to the Course Creators Academy podcast. I am thrilled to have Matt here with us this morning or it's morning but I don't know what time you guys are listening to this. And just a little bit about Matt's background before we dive right into what I know will be a super juicy conversation. Matt has founded two agencies and currently runs Bonjoro. Bonjoro is a b2b sauce company, changing how companies build loyalty with customers using video. In Matts's spare time, he runs one of Sydney's biggest tech founder networks and takes time out with his kids and bees. I am really excited to dive in to that for sure. But without further ado, welcome to the podcast. Thank you so much for being here.
Matt 1:45
No problem. Thanks for having me and waking me up this morning.
Pualena 2:01
Absolutely anytime. Awesome. Well, I would love to hear just to you know, a self introduction from you to hear what inspired you to enter this crazy world of being a business owner and an entrepreneur and serving entrepreneurs. And yeah, what's your story?
Matt 2:10
So I'm, I'm a creative person, I studied design. I was designing, as an artist in London for quite a few years. So I still exhibit today. My art is my is my, my, my passion, now. I think that to be an artist as as a business like it becomes a business. Yeah, it destroys the art part of it. Yeah. So you have to make a choice there. But I think like like many creatives, I like to I like to do it my way. I like to live my life by by my interaction. And so I think I think a lot of creatives actually, are like suited to entrepreneurship well. I think the challenge comes, obviously, what to do is take all that energy in that creative side, it's also like, I think, to successfully grow businesses, as well, you do have to have structure. And it becomes not just the creative side becomes obviously the strategy becomes the how to get a team, how to grow a team, like it all comes down to a team, right? So the creatives that have managed to harness that, and they'll be wildly successful. And I went out, and when I say, creative, I don't necessarily mean you're going into its design or into art, like you know, there are creative accountancy firms, right? Like there are creative financial advisors, there are creative course producers, right. So like with the creative side, just that your ability to solve problems and to approach things in a different way. And when you can do that, that's a competitive advantage. Right. I mean, the other side is generally creatives understand things like brands a little bit better. They understand that side of things really, which think a lot of other business owners don't don't think it's a good way to get ahead. So for me, it was kind of like a natural way to go. I've always worked myself, agencies are great. They have their challenges, either the software, that just happened when I moved to Australia, for software also has all my businesses also have the challenges. They're just different. You know, here, here, we build a funnel versus agencies, it's very much like a one-on-one sales process. So I'll probably be do it's fun, like, I wouldn't do anything, continue. It's, it's a challenge. Like, it's the most fun thing I think you could do. And work is not about money, right? It's if you do well, the money will flow. It's about it's about life. Like it's about the journey. It's not a destination. So that's kind of why I do it. I think that's why most of us do it.
Pualena 4:20
Absolutely. Yeah. And I love what you said about weaving creativity into anything that you do, we as humans are creative, and it just, it's a matter of identifying what realm of creativity you thrive in, and allowing that to sort of be a part of your journey and a part of your day. And I would really, really love to dig into how you've been able to preserve the sort of art of creativity and allowing it to still bring you joy, and, and, you know, great business and financial and fulfillment, success and all of that. How did you How did you land on creating these businesses as a way to fulfill that sort of creative bug inside of you, and not let it kill the creativity that sort of piqued your interest in the first place?
Matt 5:15
Yeah. So that that's hard, right? I think, certainly, I think starting the business is easy part. Yeah, if your creative, like, like, for example, I've been full of ideas and thought about what to do and, and tried things and tried to sell stuff and try to grow stuff, then or work, like plenty of failures, right. But if you do it long enough, it's gonna get there. Balancing, creativity, creativity and running a business is difficult though, especially as it grows, because you're, if you're a stay as the leader, which you don't have to do, but to be clear, people will start as you know, the founder, CEO, and then later on, they'll, they'll back out into product management role, or into a design role and a bit to insofar as it grows, because that role changes, you become more about the management of the team, and the strategy and potentially fundraising, what kind of stuff they do creativity every day, so that you can do that every day. I think, honestly, creatively, I know that tragedy weaves into many things. And it will weave into fundraising, it will be weave into the finances. But I think at its core, what most of us would class, as you know, your creative output, which is your bills, you're going to sign a lot and stuff, you have to make time for it every week. So I get mine by problem solving. So oh, I will take my my I'm not even on the design now. Like I take my lead design's work. And I'll just take what she's built, and then go and hack it and play with it and try and solve my new product problems and go back to her and she'll be like, What is this mess? I'm like this, I haven't found the problem yet. And so she'll take it and she'll go finesse it. Yeah. So this will add weeks, today's Friday for us, in Australia. So today, I'll be doing that. I also mentor another couple of companies. And so I'll be helping them with some of those challenges. I think mentoring is a really great way because younger teams have more creative. Younger founders have more creative, I guess, kind of opportunity. And it's early days, because you try a lot if you create the business from start to scratch. The other thing is, is that you need to have an outlet outside of work. So for me, it's always been my art. So like I like do a lot of body work and people again, like I've done probably 100 exhibitions over my life. It's now a passion, I do sell my work, I do do that on the side, I don't do as full time as I as I used to be I will come back. But I think you have to have that as a side. Yes, you need to accept that work can't fulfill everything. And so like when I look at my work takes, like I use the medium of photography, but then, you know, like, like, I've worked as a photographer for period and I hated it. I was like, I didn't want anyone to tell me what to do with my work. I was like, this is not not the point of it. Right? So like, again, back to creating your own stuff. So just find that. So keep your creative side and weave into what you can, make time. And don't kill the creativity in pursuit of business, I think if you can do it together. And there are amazing photographers and artists. Yeah, but like, you know, like, I know, extremely successful artists, and they have to have a team of 50 people doing the artwork, right, right. In terms of business. Yeah, you're gonna have to sacrifice some of that. So it's difficult. It's a conscious effort to make make time for it. If you love photography, you don't have to be a photographer. You know, as a business, most of the top, I almost think most successful photographers are not the best photographers, right? Most of artists are not the best artists, and what I mean like as a business, right, the best artists, are ones who do it for their passion and kind of get there and potentially run as a side as a side piece. Until one day they're selling they're work for $50,000 A print. Right?
Pualena 8:52
Absolutely,
Matt 8:33
I don't know if that helps. I talked about a lot of stuff there.
Pualena 8:55
Yeah, no, that's awesome. For sure. And it's so this is such raw conversation because there's so much guidance around like, find what you love and turn it into your business or you know, it's and I see the reasoning behind that I see the logic and then I've seen people get their dreams crushed because you know, they they love graphic design and so they think that they want to be a logo designer, I say they and this is like my story right like it's i i started creating logos for people and I couldn't take that they didn't like the artwork essentially that I was creating and spending all these hours on they were like you know what, we kind of want to go in a different direction like oh
Matt 9:41
As a creative you have to go about it the hard way so if you do this kind of work this is something that comes with time I see very few creatives when they're younger I think these deeds become pretty hard and not be so they're so that were precious about your work right right you know we do some commercially you gotta be able to take feedback, some feedback and understand that that you're new your like your work is not necessary what some of us were like, but that's what you need to have your outlets for. I think you should aspire you should do art and should go go do your own pieces, which like who cares anyways, thanks, right
Pualena 10:15
Exactly, and almost focus on keeping those separate, because that, figuring that out, allowed me to understand that, like, creating logo, and I don't even really do it anymore. But creating a logo as a job that I was hired for, has a different objective than creating a beautiful piece of artwork, because it speaks to me, you know, and we can bring a little bit of that into the work that we do for our clients. But to become so like, attached and so proud of something that it's not yours really, like you're taking their vision, you're trying to create something out of it.
Matt 10:53
Oh, that's right. Like, that's, that's, that's hard, right? They say, like, here's the thing is to be successful, like, like, if you're into its roots, to be able to start acting right, you need to put yourself in their shoes and act as their brand. And so the success is that they love the brand that you built for them that matches them. And you're not might might like it personally, but that that in itself is a creative art, right? Like that's hard to do. And that's why there are you know, that's why you have Versaces and the great agencies in the world that that can do this. It's a skill in and of itself. I think it's a creative skill. But it's not a personal fulfillment, like, it's the designer. The reason we have I had Zeis like, she's one of the most like she's extremely talented designer, but also extremely pragmatic, you know, and like, her ethos is not it like, she fits with the company and does pretty well, but then her pure design talent. Yeah, she's a watercolor artist, like insanely good. I'm like, great, but she'll take feedback from customers and be like, Yeah, he'll say, she's also fight for things as well. So those CEOs understands the brand. And she's like, Yeah, you're wrong. This is actually your brand. And this is why that doesn't mean you have to roll over, you should be able to fight. But you fight on behalf of the right. aesthetic, and message for that for that brand and company.
Pualena 12:08
Absolutely. You're fighting for what's best for the company that hired you. You're not defending your design, because you think it's so beautiful.
Matt 12:17
Exactly, exactly. Yeah.
Pualena 12:20
Yeah. That's, that's awesome feedback. And it's, it's really, really beautiful to hear that there is because I think also people think, Okay, well, I can do one or the other. But is there a world that exists where I can do both? And there is if we're able to create those sort of separations in our, in our mind and in our processes? Yeah, exactly. Yeah. That is, that's awesome. I love that we started the conversation here. And on that thread, sort of throughout your journey as a business owner. And I'm really excited to dive into sort of the the details of Bonjoro and how you got into that world. Before we get there. Bonjoro is a very, you know, established brand and company. And we know that it takes time it takes sort of mistakes and stumbles to get things to where to the level that that's at today. Do you have any sort of standout mistakes or lessons or things that happened? And you were like, Oh, my gosh, why is this happening to me? My world is ending that actually allowed you to get to where you are today with that company.
Matt 13:32
Remember, like we built a company before this?
Pualena 13:35
Yeah, feel free to share about that, too.
Matt 13:37
When I first got software, we raised loads of money that we had found to break up the whole thing like crash and burn, right? And unless it was we weren't listening to users enough. Yes, we had a great idea. We it was a very sellable idea. We raised loads of money off, it went ahead. And then we just couldn't get people using the product more than two a month. Right. So we say like, ultimately, this is awesome learning as well, I was in the software as in product design. So like, a little bit different. Yeah, well, you build a product you send out people use it, this is the payoff to keep using it. And we just didn't focus down there's Core Metrics enough. Like we can solve their own dream. And we believe and dream finally we were closer to customers, do customers online has made it into customers offline. And my experience was like getting people putting their hands on it, and me being like play with that I'm gonna watch you. Like this is different, right? So I think that's, that's part of that journey. When the company melts down, you have to get investors and tell them, everything's gone wrong, and everything else. It's heartbreaking. We actually from that, from the ashes of that company we started Bonjoro, essentially. So we actually kept my investors in and we ended up do right by everyone. But these are the moments that I that build you I like you get this perverse event, maybe it's the reverse point where like, I don't mind mistakes are really don't because you know that you won't make them again, and the more they hurt, the more you're sure you weren't making them or you should try and not make them again, right. So you think if you run a business that does Okay, and then your decide to start again, and next time you'll do better and that's I don't like every time you start a business, you can add a 0 on the end, right? Because I think that's the difference and as you as you gain experience over time, and you gain networks and you and you understand your industry You'll get better and better and better and better yet, no, you can't, you have a choice to either. Sometimes if you fail, you either reset the clock and start again. Or you mold what you have into what you want it to be. Both are hard to do. And like the last one is normally the option over the other one. So, again, mistakes are fine. Even today, our attitude with one Bonjoro is like go and test 100 things 95 of them won't work right? Or not if it won't work and be worth the effort to invest again. And this applies to marketing, this applies to product, this applies to ideas, it applies to hiring people, it applies to everything you have to try. It's better to make a decision and they'd be the wrong decision and not to make a decision at all. Yeah, because when when it's wrong, that's a data point, you go Well, that's good. We know not to do that again. And then you can reverse that you can't you can't grow in wisdom and maturity without making mistakes. You just can't do it. Yeah. And maybe the longer you go without making a mistake, it means is a big mistake coming, I think.
Pualena 13:38
Right!
Matt 13:38
So get them out of the way early that the thing that will make you as a business owner, is how you deal with make mistakes. Do you take it too, personally? Or was it too hard? And then you decide to opt out, which is absolutely fine. Yeah, lately, like it's not forever, one way or the other person that you know, could take the punches, and get back up and go again. And, like, I think you look at people who are true entrepreneurs, it's not that they do it once they do it again, and again and again. And again, until we get it right. And like time in the game is important, right? Like we all think about people who become millionaires by the time they're 22, not the norm. The act like in my industry, in software, the average time that somebody sells a business, the average age is like 47 years old, the the chances of success after 40 are like 10 times higher than they are after 30, which tends on tie off and funnier, right, a time of the game matters. It's because of that part as well. Like, you know, it takes time to get there, nothing is an overnight success. So make make mistakes, be happy with it. Get back up again. Keep going. Yeah, have people around you who are also doing the same thing. So they're like, oh, yeah, we made that mistake last year. Like it's fine. Don't worry about it. Yeah.
Pualena 17:28
Brilliant. I love it. And I love what you said about taking the mistakes and utilizing that simply as data. Right? It doesn't mean you're a failure, it doesn't mean you're a terrible person, it means that you have a dataset that you can make a decision off of, and grow from there. I think that's that's super key. Because a lot of times, especially business owners who are sort of on their own or just starting out, every little mistake feels like it's personal. And you did that. And it's like, you know, it's it's really hard to sort of see it.
Matt 18:00
I mean, you did to it.
Pualena 18:01
You did it, You're right.
Matt 18:02
You did to it. I mean that's fine, yeah. Like it's okay that you did do it.
Pualena 18:05
Yeah, yeah.
Matt 18:17
Yeah, like, you know, it's like dating. The woman that I probably would have married when I was 18 is not the woman I married today. You know, I had to learn that through time and, like, love what was right for me. But I could have done that if I had dated more than one person. Right? Right back on it. So
Pualena 18:22
Absolutely.
Matt 18:23
It's fine. Make mistakes.
Pualena 18:25
Yea, you're gonna get a lot of emails after this asking to be your employee, I think. Do you actually like how does? How is this process of sort of testing and making mistakes and gathering data? How do you build that into the sort of company culture with your teams?
Matt 18:45
So culture is hard, right? I think we take this for granted. I did. But if you start with a good brand that will help to help you cultivate... I'm talking about the brand again. Brand is more than logo design, it's how you speak, how you message, like the things that you stand for. It does help with hiring, right? Because then you can look at your brand values and go through the checklist, right? If there's three or two, let me go yes, yes, no, no. And if there's a no, just don't hire that person. Right? Like, sometimes you want to make people work. And it generally doesn't work out. Some people could change, most people can't. I think, especially on core core values, you know, like with us, like, we never walked that gray line, right? If somebody's slightly dodgy or so it doesn't feel right, or something's not in the best interest to customers. We just don't do it. And anyone who's like, oh, but we, we could get away with this. We're like, nope. You're not You're not one of us. Right? Like, it's not worth it.
Pualena 19:30
Yeah, red flag.
Matt 19:32
And we can potentially make more money that way. And, but your company brand might be that's okay. Yeah. And there's companies that successfully do that, right. It's just not something that we live by. It's you got to hire correctly, you've got to really take the time to multiple multiple interviews. You know, it's an expensive mistake when you hire the wrong person. Again, you will make it if you go, if you, if you're in the growing a, you will hire the wrong people, right? 100% We've done it. And it's not that bad people, yet, like so bad hires don't equal bad people. It's just they're not right for the role, or they're not right for the company or they're not right for the role or the company at that point in time.
Pualena 20:04
Right.
Matt 20:05
You know, somebody might might be perfect for three years, they're not lifers now or somebody might have been right for us., this is even harder when you first start and then as you grow, they no longer fit the company and can't grow with the company. Not not not necessary that's a failure on them. But something similar to greatlife founding companies Yeah. And that's what I really good at in the early days. And this will hack, hack hack, and they can't, and they don't want to run a team. But you need someone to run a team. So as you mature, you know, obviously, it's potential to let go people who don't fit that, but these are the mistakes that really hurt. I think like design and prop mistakes. Who cares? Yeah, like no one gets burnt, but like people who make mistakes do so. It's up to you. Like, it's so much of all comes down to hiring, like, do your job correctly. If you hire someone that you know, you need to see it through?
Pualena 20:48
Absolutely.
Matt 20:38
You're going to learn by messing it up. Really, yeah, you say all this stuff is telling us stuff like you guys have to go through.
Pualena 20:53
Right, right?
Matt 20:54
I can't give you the shortcuts. People like, what's the one lesson you tell your younger self? Doesn't matter what I said, my younger self wouldn't have listened, he would have done it anyway. So like, what's the point?
Pualena 21:07
Totally, I find that stories like this are actually helpful. Like, while you're going through that really painful process, you listen to these kinds of conversations. And you're like, Okay, I'm not the only one who did that. Like...
Matt 21:08
This is about, again, like whatever you if you're doing this for or do anything, if it's starting courses, if you're running a business, gather people, like like no other people who understand things. And there are people who are way ahead of you and behind you, right. So people who are at the stage ahead mistake you have that. And so you have that, because then they can look back and be like, Yeah, we did that. This is a mistake we made this is what we did. Like it does help you shortcut, some some challenges. But everyone's been through everything before. And normalizing is really good. This is not your friends and family proportionately, right, we've essentially your partner, they might not understand us, they might not be the best to talk to you about the stresses, right. But then when you give them to do understand, this is why it's good to have a network in the space you're in. If you don't have one, just to ask you about like, the way to build one is the very first thing, go on LinkedIn, find people who aspire to be and be like, hey, can we have a cup of coffee, or have a 30 minute chat, and 99% of us will go and help. You know, we like helping you.
Pualena 22:17
Totally, that's great advice. And I think there's a little bit of fear, a lot of fear, you know, oh, this person has this, like, major company under their belt, or I, you know, I've been following this person for years. And I'm a nobody, they're not even going to respond. You'd be surprised, especially in this space.
Matt 22:36
No one reaches out like, like them having people who wants to reach out which is probably like 1%, right. So like you don't get hit up every day. Like I mentor a few a few younger startups, yeah. Who have who have reached out and like, we love what they're doing. I want to help them right. But it's only a few because most people don't. Don't follow up or don't reach out with or don't want to hassle you. I used to hassle people all the time. Like all the time. I did it and it was great. Coffee, I said that people like, why are we having a coffee get to pick your brain? They'd be like, Do you want a job? I'm like, no, no, no, no I don't demand anything. I just need your help like and it's amazing. Like how how high up you get I remember we got the creative director of one of the biggest tell what's the biggest telecom company in Australia. It's called Telstra. It's like a AT&T. We've got we've got their new creative director who rounds out agencies work for Saatchi. And I was like, why are you working with me? And I walk in the room. He's like, why are you here? He's like, Have you been get get past the gatekeepers? And I'm like, and we just ended up talking. Like we were there for like two hours. He was like, I was like, why you even work at this company. He's like, he's like a some stage of your life. You started to take on a challenge. And I wanted to turn this boring telecom into a greater companies like and I can tell you it's it's, it's awful. I'm enjoying it because it's so hard, that I make so many mistakes again, yeah, he's like at my age. You don't make, you stop making mistakes. So you need to go and get more. That's the whole big mistake thing again.
Pualena 24:00
Right?
Matt 24:00
Yeah, it was a real big inspiration. But again, like you just, it's funny. Yeah, people, people love this stuff. Yeah, we love helping.
Pualena 24:07
And the worst that can happen is they say no, or they don't respond, right? Because, again, it's just, you know, collecting data and making mistakes and practicing these these skills. So I believe that that was around about an invitation to just reach out to Matt, if you were interested, everybody out there.
Matt 24:24
If you're, if you're on LinkedIn, if you type him Papa Bear, I'm the guy in the bear suit. There's the two of us another guy, just reach out and schedule a chat. I mean, it's it's easy, right?
Pualena 24:36
It's amazing. Thank you. That's awesome. I think I hope people take you up on that. Because, again, you it's not necessarily like you're not going to keep people from making mistakes. But to have somebody who's been there who has made the mistakes to say, you're gonna keep making them. It's normal. Let's keep growing from them. Let's learn how to analyze them and and build from that. I think that's a conversation worth having for sure. Yeah. Awesome. So let's talk a little bit about Bonjoro. Because as a as somebody who works in the course creation space, and not Just you know, specifically course focused, but how do we promote ourselves, our business, our courses? How do we connect with our audiences in this online space where we may not be in front of people, it may be very noisy in our industry. And video has time and time again, shown up as that way to just sort of you almost skip steps when you utilize video in terms of, you know, you don't need to send for nurturing emails because people can see you. They can hear you, they can feel your energy, they can understand your message because you're speaking it. So video is something that I believe in deeply, it is something that's not going away. And I love what you've created. So if you are willing to share a little bit about the background behind how you got to what Bonjoro looks like today, why you believe in it so strongly? Yeah, that'd be great.
Matt 26:08
Yeah, so briefly, just how we got there. We, so we're an agency out of Australia, moved to say we were talking earlier, because it was a great place to live. It's the middle of nowhere, right? It's like 20 million people here. We also the world worst timezone. So we were we were working here with our clients were in London, Paris, New York. So most of the times and so we have inquiries coming in and we'll be asleep. Now speed of inquiry is key. So as long as required reporting firms, the three that get back if your target at 12 hours later, but it can cost you sales. Weirdly agency stuff like this is how we sell right? I walk into it, jazz hands pitching, and it's like, I love it. But like, it's got to be in-person, right? So from here, I'd be like, Oh, look, we're going to London in six weeks time, but it's a long way away. So what we did is we used to email drip campaigns and I'm not a writer, like, I'm a I'm a talker, and so that it wasn't getting across like us and our brand which came to our people more than anything. So we started the videos that everyone signed up. So it's people would sign up. I used to take a boat to work, there was one across the harbour and pass the Opera House. I get my phone out and do video, over Yep, John Archer from from Heineken in Miami and be like, hey, hey, John, Matt, here, founder of the company. You know, we've worked with Budweiser, we've worked with Pernod Ricard, this is what we've done. I'm on a boat in Australia, as you can see, there's the Opera House, I will be in in the states in six weeks time. Why don't I pop in and show you what we do. So the first thing that comes out from our company will be will be one of our people. Yeah, me initially, and then the whole team started to use it. And so instantly, we just, we just broke this wall of like, so it was creative. And people were like,... So I was I can't understand what you're saying, there’s too much wind, but come and see us, they got our brand, right, which was our people know, like, you guys are creative, you look like you do something different. And you took the time with us. And we take 30 seconds for video. But the video was the medium, it was all actually about, like the fact that we're taking the time to do this. And so we would triple that triple our sales off the back of it. Long story short, ultimately one of those clients asked they could use this, this video messaging tool. So we went and built it over a weekend and quite a few beers, put them on it based on using it other people signed up, they want to use it away you go in that they're kind of the main company within about 12 months. But it's funny when you started coming out that we didn't mean to, which we didn't mean to was like a side project. You then have to go back and work out why it's working. Because it's not really went and when are we getting one of the loyalty? The reason it works is because it's because we were turning up so for years and amazing medium in human communication is like 80% visual. Like it's not just the words he says, obviously tone of voice but then like hand gestures. Yeah, I mean, you obviously love, love wherever. I'm Italian. I'm gonna like shake my hand, dance around. You know, it's in the smile. It's your gestures. It's in your facial expressions. Yeah, like humans are visual communicators. So that's how we evolved. Video gets across but I asked like we're not we're not a video company we enable people to get that across a distance. Yeah. So me and you today, I'm in Australia, you're in Hawaii. And we're talking about we're having coffee, right? You're having coffee.
Pualena 29:15
Cheers.
Matt 29:16
It's not as good as in person. Definitely. But it's the next best thing. You know. So when you are looking to connect with customers, and in online, we we definitely lost this. You don't get that bit of human interaction that that we as a species like need, right? Like trust trust comes from from knowing somebody. And when you walk into your local barista, or you go to a shop and you get to know somebody you know what the barista is always a great example because that coffee person will hold hundreds of names in their head and when you turn up, hey know your name, they know your order. They chat with you for two minutes and they get your day going. And they can turn your bad morning to Good morning, right? Like a great customer service, but it needs a human and when that barista moves to another coffee shop strangely a huge coffee culture but we actually follow them yeah, we're not loyal to the shop we’re loyal to the individual.
Pualena 30:02
Wow!
Matt 30:03
Companies no different right? Like no, like you want to work with people. Humans crave this. So if you can inject that humanity into your customer journey? I'd say like as much as possible, Are you more likely to win trust over competitors that doesn't do that? Yes, you are, you know, are you more likely to have people like understand you, reply to you, and respond to you as a human? Yes, you are. Because you're no longer just on my website, right? You turn it into people again. So Bonjoro essentially allows you to do that. And this is a, this is the key, right? It's not a long message, a zoom call, get get to those absolutely, and use those or in person. But also for 30 seconds, your time can buy, you know, a great first impression, you can buy the beginnings of relationship that will increase trust and therefore overtime, increase loyalty to you, or to you or your team, beyond just your brand. Now, on my course days we work with a lot of them are extra special, because basically you're you're an authority figure, right? So people are really your content that you vote, right. So you're like a micro, you like a micro famous person. Yeah. Course creators are micro influencers or big influencers, obviously, as you grow. So even more important is that if you turn up and say hi, Jemima, you know, thank you for coming on board. I saw you started here, you haven't started here, do you need to help? That part coming for some like, and they will recognize you because your authority figure is insanely powerful, right? And the bigger you get, because it's anything's 30 seconds is quite easy to stay on top of this, the bigger you get, the more power it will start to have. And the fact that you will take the time with somebody. Whereas again, like I said, competitors, won't. People buy courses and there's no interaction with a brand. That costs money, great. They're not necessarily going to come along and buy the next course or not necessarily going to get the like, the biggest in course creation is like you're starting to finish, right? How do you get over that hump? You target? You said, You need to help me go. I forgot about that. Yeah, I'm coming back in again. Yeah. So reactivation and turning up business logic is really, really important. It's really quick to do, it does work. And it all comes down to trust, right. And law of reciprocation, if you give something, okay, your time, somebody they feel they have to give back, which means they're gonna come back and check out the course again, this is not.. the way these works. It works in the crazy industries and works in like e-commerce, which is very much traditionally, you purchase, you look for pricing off you go, yet turns out people will return to the same brands and purchase again, and again, if they trust that brand, if they like the people, and they suddenly realize it's not just a shop. Right. So it's I think, I think it's been driven by there's there's increased competition online, there is a lack of humanity, generally, across the board, I'd say even today, even despite COVID and Zoom, but it's still not there. So if you're one of the few people to do this, and trust me, most people don't, because they want to automate, automate everything right? If you step in, in a very scalable way, a little bit here, a little bit there, stands out right makes difference. So that customer will talk to you. And then you'll you'll have a high chance of converting them which has to bring the back end again, high chance about selling and it's cost them, you know, pipelines about and talking about on social, like it all just snowballs.
Pualena 33:27
Yeah, absolutely. And it's so like the feeling that people will get when they receive a video. Personalized is like ideal, do you also encourage sort of automating the video process if you're like a bigger company, and you're bringing in hundreds of sales a day, and you can't necessarily create custom videos for everyone? Is that something that you guys teach as well.
Matt 33:52
But that's about it. So it says like the video game, we're not just about helping you, we are a like personalized message tool, there are like video hits multiple types of communication cycle, right? At some point, you want to watch the videos that are just customized that one, you want your webinars where 100 people turn up, or 2o or 5 You're talking to multiple people at once. You want to do zoom calls individually, if you do consulting, and they want to like build messages yet with us, we do supports, we do support the ability to go to that message to a group of people, that's been over six updates. If you have margin sales coming in, you probably have enough people on your team to service those 100 sales, right? Or you should be. So if you have five people on your team 100 people that's 20 videos a day, which is 20 minutes of time. Right? So I still do videos every day. Like I don't care, like like, and there's another part of that too, which is like as a founder, I don't want to lose touch with our customers. So what are the videos of like, if you have product feedback, let me know. If something isn't working or you don't like something, please tell me because it becomes me I'm more likely and actually one of my team right? I want to feel the pain. I want to feel less probably is even working. Having much to offer something good. You want to have that connection with the front line. The others do it not otherwise. You know, it's comical Zapier where their founders would go and do like two hours of support every week, you know, which is more than more than what I spend on videos, but they would do that to make sure they don't forget to the frontline. So I think size of funnel is more than excuse like if you can't spend 30 seconds on a customer, you probably don’t deserve that customer.
Pualena 35:29
Right.
Pualena 35:20
So there's that parts of it. But yes, use a video as a medium. Use different types of video at different parts of the customer journey. By term versus much you can, it's just a bit of again, it's more of a style of what you're doing, are you telling somebody on a call, are you just checking in and see if they're okay, and showing that you care about customer by doing content that can be shared on YouTube for millions of views because it's useful. Also use tech like don't just go to every video three will like to read something will like month will be well some people like short videos, some of them like videos some of the like audio, like mix it up and back to I said the very beginning this call test all your stuff right? By testing, we all make mistakes. Try a personal or mass produce stuff, it might not work for your brand. I think like I'm pretty confident in my online education it does right because because I know there's the authority part with it. Ecommerce, it can be binary it might work for some might not work for others. Yeah. Because no repeat purchase. Don't worry about it, right? Online courses, you want to sell more courses down the line. And when people for long time you want to have word of mouth. fairly short work, but go and test it like don't take my word for it.
Pualena 36:26
Absolutely.
Matt 36:27
Try it all. Try every medium. Try as use.. as VR comes out. During that space, like get in there, give it a go. Right? Like as because that will happen eventually, try it. If you have a client that's worth 20 grand a year. Get on the plane. Go over to their house. You know, or like their office and show up with coffee. Like it matters, right? That company’s more likely to work with you next year than they would do if you didn't do that.
Pualena 36:55
Oh my gosh, I, I cannot love your answer more. I love everything you just said. If you're not willing to spend 30 seconds on a client, you don't deserve that client, like this, to me, we are so inundated with like optimization and productivity and automations and, and all of that there is a place for all of that, like I will, I love automation, I love when your website can bring in a lead. And you know, I think that is powerful. We shouldn't slave over that. But if you so I use a brand of supplements that's local, and they hand write a thank you note to every single order and they put it in the box. I remember that. It says, Pua, thanks for your order, whoever signs it, right? And it's it's so like, this person's hand must hurt, like, how many orders could they be getting, it doesn't matter, I've been ordering them for years, they still do it. And it makes a difference. And you know, get on a plane, go go see somebody in person, if they're going to, if they're, you know, a high ticket client or not, I had a client who I built his website for free. And he was one of my very, very first clients. And I took a chance on him. And he took a chance on me. And it was this sort of, like beautiful sort of reciprocal relationship where I think I saw something special in him and his business. And I hope that the same was true for him. And I ended up flying to San Diego to participate in one of his first masterminds, which was really small, it was like, there were 10 people there. January 2023, they're having another one I think they have like 500 people signed up. They're just they're exploding and the way that we connected was by video. And we just it there was sort of like that energetic exchange of like, I really like this person. Let's let's see where this goes. And I feel like with video, you're able to not only sort of set yourself apart even in E commerce, right? Like you can set yourself apart from the other businesses who may just be running ads that are targeted to you or you know those sorts of automated automated things. But you get to choose it it is a it is a filter. And in the online course creation space. I want to learn from somebody whose personality that I like, whose voice doesn't annoy me right? If I'm going to be listening to all these courses that they're teaching, they're just so I know I just went off on a million tangents but there are so many layers to why this is so so powerful. And I think at the foundation of it you can feel that you mean something to that business owner. They took the time to make you a video you mean something to them.
Matt 39:39
Yeah, but I'm nearly, I'll say here is that you don't know who's coming in the door right? So one of our one of our core values is like treat every customer equal right? Like I don't care if one spends $10,000 and one spends $100. Treat them the same and the reason being is that you don't know who that person is because what that that's not the reason we do it is because we like we like people right? But then what's happened is we've, we've had the big influencers come into our funnel. Who we who we don't know who they are as like Pat Flynn, like pretty good, like pretty big in the space. And he comes in on the amount of the guy before, like with the software, like he's in, he's in like, like recurring revenue generation. And he signs up, pays $50. And we did the same thing for him that we do for every single person Yeah. So in terms of like the account size, like it's what a small startup accounts using, a bit briefly and then one day, just hundreds of signups started pouring in. And we’re like, what’s happening, and was oh, Pat Flynn is talking about you, and I was like, who like who is this guy? And he's out there and he’s showing the video that we sent him when he signed up and he's like, these guys are amazing you should go and use them
Pualena 40:41
Wow.
Mat 40:42
It's not the only time it's happened. It's happened about John Lee Dumas and all these other people. Because we treat everyone the same. I'm sure we probably miss them as well. Yeah, like we miss them, like in our filter, but you can't judge people on how much they spend on you like word of mouth wise. Turns out the guy that you did that work for he's I assume he's sent you other clients since then, because he's talked about you. And so the value that person who spent his dream at your company was loyal. So this is a bit about loyalty. So passive customers, active customers, and then you know, you have the advocacy superfans. Customers who spend money with you, and that's great. And they'd be very passive. And that's, you know, that's what most customers are in the world. When he starts getting on who is more loyal, they, yes, they will stay with you longer, and they will spend more money directly with you. But then what they start to do is they will start to talk about you. But yeah, someone who's an advocate superfan, they'll be driving you traffic, they will be talking about you, they will be contributing on like tweets and on social and sharing that out there, there'll be inviting you to talk at things. And so that person's value is not just in the way they spend, it's in the net new customers, and they drive you right. So they can become like a viable coalition of your business. So if you if you imagine that every advocate every true advocate, trying to tell customers that that person is worth 10 times a passive customer is spending more money, right? It's really looking for loyalty, what it means. But that's the point of this. It doesn't take a lot to get someone to be more loyal. You know, it's going to be like a truth in fun, you know, getting a tattoo your brand on their arm, like that's, that's the other extreme, right? Yeah. But like people get that you need to inject like, you can't do that without spending time on that person. Right? It's very hard to do it passively. As a small business, the bigger you get pretend like this idea of passive and active as well. Like, as a small customer, you have actually grow this stuff. As you get bigger and you get no and you can be a bit we can afford to be passive. But then you see people like Pat Flynn, or Gary Vee, or you know, these people, the one thing they will do is they also will like, tweet back to individuals and send people messages and they will, there's no automated, right? Because that's why they got them, they keep doing it. And that builds the myth of the person, right? So the guys at Zapier what the founders were in support, and they were like, 400 people. Like it's crazy, right? Like, no other company does that. That's why they've done so well, like so you look at who would do it, you go to a successful as a small businesses and startup as a like when you're early wins, just you want the average time, right? We don’t let customers slip the cracks. The unfortunate thing is, as companies grow and we get more successful, we start to let customers slip through the cracks, because it become numbers. Go back to where you weren in the first six months of business and you like, Isn't anyone go. And that's why companies are able to start, that's why you're starting companies because the other ones get big, right? And they start to drop customers off. And then new ones come in, and they care again, and they get big and drop it off. And that you know, you can come in and care the whole time. Right? So keep customers loyal, spend time. Think about advocacy? Because our advocates, then you're doing something wrong?
Pualena 43:45
Yeah, absolutely. I have a burning question on that note, because so many people who are in that growth phase of you know, I've my product or my service is viable. I'm starting to get more clients. I'm starting to feel like I'm the bottleneck, like, I am crunched for time. I can't take on more clients myself, it's time to hire. I feel like there are a couple of directions that people will naturally start to go right. One of them is I need to outsource these things that are seemingly unimportant, like my engagement on social media, like my email, I people will hire as assistants to take over their personal email. And so I see a slippery slope, where they're also outsourcing the interaction and communication that actually is really, really meaningful to come from that founder, which is sort of like you are sort of flipping upside down what a lot of people are the guidance, a lot of people are getting around growth and hiring. And then there's the other side where we're gonna grow a team that can support the back end systems and deliverables. So what guidance do you have for people who are in that space, and they're trying to figure out a way to be more productive with their time and utilize their time well, and scale their business?
Matt 45:07
It's definitely different companies, right? Some companies all by the individual brand, I like making it about the brand versus individual. So I send.. So after this call I’ll go go and send some videos, right? But ask some to reply to me and I'll talk to them. But I'm not head of customer success. Yeah, like James I had a Customer Success is also like far better than me with people, right? He's He's, he's a master of relationships, right? So he hands most of that process, right? I'm like just coming in like butting my head on the who's like he's, he stopped like giving people products and I'm like, Nah, I'm gonna keep doing it. So I think you need to work out what the business needs from you. And we will have different skills in different areas. Like I'm a product person at hearts like, I will always be solving product challenges. I'm an OK, designer, my designer is far better than me. So she will, nothing gets live without her sign off, right? Like she works not yet. But I'm probably the best at solving the problems in the first place. So I will like, I will do that, along with like, my like PM will also help as well, right? I better with people but don't have time to talk to every customer. So I hire people who are extremely who are better than me at that yet. I want the best for me in every single area. We're also not a company where it's like, it's not the Matt Barnett show. It's Bonjoro, right? And so you know, and each was doing things like I'll come on, I rarely get to web design. So I'll do these ones. But if it’s Bonjoro stuff, or like, you know, all our big vision, or I’ll talk to them like, Casey, like I had a growth for my growth talents, all the RCMO. We'll talk about, like our side of things, right? So put out the stuff, it doesn't need to come from you. And this might be social, right? That yeah, like, is that a big channel for you to work for you. If you get just because you're outsourcing doesn't mean you can't get great people like we outsource, our like app builds. And we have an amazing app developer. Yeah. And he's awesome. And he fits in perfectly, but he won't take a full time job. So I'm like, okay, here, you ask us to great people, obviously, like, I do believe going full time is good, we recommit a job because you can hire someone who's culture wise, like you will find somebody who fits with you. And that I could talk to just as well as I could talk to you, right? Who's potentially like just better operationally keeping hold of like that community. And they're better than you are, when someone was talking to you, you're there, right? You might be the one that drives the brand, they might be the one that drives engagement. So don't be scared of like, look to, again, like HERBIE, you know, gave a pat, like anyone you know, who's big influencer, they still talk to customers, but they're not doing the majority of it. Right? They have helped do that. But they hire good people who fit the culture. And this is about the conversation earlier. You need to like, I mean, get up, get a sheet Write, write down where you're at? Like, what is what is the thing that you could do that no us could do? Potentially one is as a founder is you could juggle a lot of stuff. Like you could do 10 jobs, but you can't do all 10 of those full time. Right? Right. So maybe it's a strategic direction, where you jump in and give directions. Each of those is a site. It's like being a creative director, right? Like I went back to, like the artists I know. Yeah, like the ones who have been famous, in Hamlet, you're working for them. So that painting is not painted by them. But they are creative directing them, and designing them at the end so they can charge $50,000. Right. But they're but they're given direction. And this is what I want to do go into this and the color again, well, this is rubbish, change this change this, this isn't working. Let's do this. Yeah. And I'll come and jump in and then walk out again. Yeah, I think you know it as a creative. You're more of a creative director potentially than like a CEO. Right?
Pualena 48:28
Absolutely.
Matt 48:30
But you were on your creative team. And the good thing is, if you do as well, the impact you can make for good is much, much larger, you can make more business impact. If you have a team that as your team grows, the impact you can make is good. And if you want the good things of the world and do good and see customers, you can influence that to grow larger. I mean, look at look at Musk, right. Love him or hate him, you know he’s able to drive multiple companies. So if you turn around and go, I can't possibly do it when it's not real, right? People do this, other people do at a much higher level than normally. But listening here today. But having said that, go caveat this. This is the hardest lesson. Growing a team is the hardest thing you could possibly do. I think at this point, the most important thing in business. If you get the right people, everything else will take care of itself. Yeah, they will solve the problems. They will do the right things. They will help you grow fast and you can do on your own. But it's hard to find those people, like really hard.
Pualena 49:25
Absolutely. And worth the search. For sure. Awesome. Oh my gosh, this. This has been amazing. It's really hard for me to try to talk myself into wrapping it up. But I think we've been it's it's already been an hour which is crazy. Before we end I do want to you know give you an opportunity to sort of give closing thoughts and share anything with our audience that you may want to in terms of calls to action and getting in touch with you. But I do want to touch on the bees.
Matt 49:54
Bees. Bees are great.
Pualena 49:55
You have bees.
Matt 49:56
Yeah. We have nice bees. We have stingless bees here in Australia. About About five mil, they are tiny and we have honeybees as well. So I’m originally a honeybee guy, then I moved everything over to native bees because they're under threat, you need them like, bees of the world are under threat your honeybees are great they help pollination commercially but you must got like every country has native bees, probably like 2000 species here in Australia. Look look after those guys. Yeah because they’re the important ones we don't we take honey from ours yeah use them keep it so it's more pollination the great have these bees bees need help with out bees the world collapses probably the most important insect other than flies in the world.
Pualena 50:37
I think we should do a part two and just talk about that. That's fascinating.
Matt 50:47
I could talk about bees for hours. Great, let's say it's little things that matter, it’s the little things that make the world go round. The little check ins with our customers, the little insects The world doesn't exist. You know?
Pualena 50:54
Absolutely.
Matt 50:55
They are more endangered than the polar bears or koalas that a while nice and cuddly. Get a lot of time and support, right? So think about the little creatures.
Pualena 51:10
I've heard bees can be cuddly they they're some people have them as little pets.
Matt 51:14
Bees are just great. They're awesome. They can't they can't sting. Yeah, the great kids learn. Yeah. Honey Bee. I've been to Scotland recently. And there were some honey bees and I was telling my daughter who's like three years old and showing her a bee. And I've like I think because I've been listening to them for ages I kind of forgot and it was evening I was I was cool. They're obviously all quiet down. Yeah, but I forgot that in Europe. Honeybees like very active at much lower temperatures. Really close as are like a dead Queens is how you know there's what happens to the Queen and stuff. And then the swarms are went for me. I was running across this field, my daughter had a throw over a fence and then like a new beam. I forgot this because I've lived in Europe for 15 years. And they act differently in Australia. That was dumb. I almost got my daughter stung to stung to hell, but I couldn't help myself. Yeah, I was gonna have a look closer and get in there. They’re wonderful, just don’t annoy them.
Pualena 52:08
Did you guys get stung at all?
Matt 52:10
Oh I did, but she was fine.
Pualena 52:18
Oh, you're like a Bee Whisperer. I feel like you just understand them. Oh, awesome. Thank you. Thank you for sharing that. And just for sharing your energy with us today. And yeah, any any closing thoughts or anything you wanted to leave our audience with?
Matt 52:32
Hit me up, hit me up with an earlier life. It hit me up on LinkedIn. I'm there we chat. I’m friendly, I don’t bite. If your video stuff, check out Bonjoro. Cool, got some video testimonials points as well. So you can quickly hear back from customers and use that have played out if you sign up, you'll get a video from somebody when the company made me maybe somebody else. If like the one that you like, it’s a good experience, I think. Again, I'm like, blow my own trumpet. I think I think try and like chatter, and chat with members of the team. Yeah. And what you'll understand is that everyone can talk to the same same voice, right, which is what brand is about beyond just the logo. It's like that's kind of how you want to be and if you want to grow a team, talk to us about it, right? We've gone through growing pains, delivering on scale talks about that as well. Like we're here to help, or every single one of us goes out and asks other people for help. Like we're not we're not shy flowers, so do the same to us.
Pualena 53:21
Brilliant. Yeah. You don't need a podcast to reach out to Matt. He's super amazing. Take him up on it. For sure. Selfishly like I have this podcast so I can talk to awesome people. But you don't need that. But yeah, thank you again. You are just phenomenal. I love what you've built. And thank you for sharing so openly and for helping to make this world better.
Matt 53:43
Thanks for letting me come on and rant for an hour. Yeah.
Pualena 53:49
Have a good one. Like yeah.
Intro 53:50
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five star review and tag us on Instagram @pualena.co For a shout out on the next episode. And be sure to visit pualena.com For more info. Thanks again for listening.
Pualena talks with digital course creator and clean household product expert Jessica Brennan (Clean Product Junkie) about selecting clean products and helping clients with multiple offerings in her business. Jessica shares how she decided to create a DIY-digital course to reach more clients with her expertise and know-how than she ever could with one-on-one services, as well as opening up her teachings to a whole other audience in a different price bracket.
Jessica also shares how she originally came to be concerned about the ingredients in so-called “natural” products, how the industry operates, and what consumers can do to choose safe products for themselves, their families, and their homes. You may be surprised by the hidden ingredients in many popular products. The good news is that a tried and true process exists to find better brands. With Jessica’s wisdom in this episode, you can begin to buy better products yourself.
About Guest - Jessica Brennan
Jessica Brennan lives with her husband, twin sons, and crazy hound dogs outside of Philadelphia, PA. Her day job and passion is helping people find safe, high-performing alternatives to traditional household and personal care products. She does that by sharing her favorite clean household products on her website, teaching clients one-on-one with personalized Home Detox Concierge Services, and through a digital course.
Resources:
Force of Nature
Five Day Detox: One Week to a Healthier Home
Label Reading Guide
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Jessica Brennan: website | facebook | instagram | youtube | pinterest
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Transcript:
Jessica 0:00
My kids are not expert, but they're pretty advanced label readers and they know "no fragrance." My husband too, who was really hard to get on board with things he's like, but it has fragrance, I can't use that one. So it's just really been cool to see their acceptance of these things and being on board with what I'm doing and understanding the importance of it, which is a huge part of it.
Intro 0:24
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 0:52
Awesome, I am, as always super excited to welcome Jessica Brennan to the podcast this morning. Actually, it's morning for me, but it could be anytime for anybody listening to this. So let's just dive in. Jessica, I'm going to read just your short bio. And then I would love to just have you introduce yourself what you do and why you are in this space. Jessica helps moms create a healthier, more eco-friendly household by educating on safer ingredients and finding safer solutions that work and are better for the environment. Oh my gosh, you are speaking my language girl.
Jessica 1:31
Yay, that's, that's great. I feel like this is something that a lot of people are thinking about. There's a lot of options out there. Some of them are better than others. And I think it's you know, a space where people can get really overwhelmed. So, that's why I started doing what I do.
Pualena 1:45
Totally, it is overwhelming for sure. And it's it's interesting because I've like I am so so excited to talk to you because this is a world that I feel like I want to be in and I would love to hear sort of your experience and why you got into this in the first place. And how you gently encourage people to make changes because there's so many conveniences that may not be in alignment with this this you know way of life or this mindset. And I think one of the misconceptions is changing all of your products or taking the time to find clean products is just really inconvenient.
Jessica 2:33
Yes, it's not but I believe the perception and it can be if you don't have the proper information and knowledge going into the process. So that's kind of my goal is to help break it down and the way I got into this it all started for me I mean, I guess it started before this but I just didn't realize it when my I have twin boys. And when they were born I decided I was going to do, as we do as moms, the best possible, you know choose the best possible products and toys and furniture and whatever I started to do research on everything. So I you know I did the best that I could. I cloth diapered, I made their baby food, I did things that most moms that were you know, friends of mine at the time weren't doing. So I was kind of like a crunchy mom is what you would call me I guess at the time.
Pualena 3:28
What a great like book title, the Crunchy Mom.
Jessica 3:30
Crunchy mom. So that was me. And when my kids were five, I started to learn some information that I had not known before. Most importantly, I learned that the personal care industry in the United States is not, basically it's not regulated at all, there hasn't been a major update to the law that governs the industry since 1938.
Pualena 3:30
Oh, that is terrifying.
Jessica 3:30
Yeah, isn't it? So one evening, I was giving my kids a bath and I had this information floating in my head and you know, I again, I'm a crunchy mom, I did this research I thought I was you know doing great for my kids. But I just couldn't shake that like little voice saying maybe the products, the products you're using on them aren't quite as safe as you thought. So I picked up the bottle of body wash I was using and at the time was like an oatmeal body wash by a reputable company. It was all natural. My son has eczema so it was formulated to help soothe eczema and I started diving into each ingredient which is not something I did before what I would basically do before was choose products that were green and natural and had certain things on the front and I wasn't really diving into the ingredient list because I just assumed that I could trust that if it says certain things on the front then that's what was actually in the bottle. So I started to dig into the ingredients and I found some ingredients, I found that it contained ingredients linked, like, known carcinogens, which scary in and of itself, ingredients linked to hormone disruption, and ingredients linked to asthma, which both of my kids have. So I'm exasperating their breathing issues just by giving them a bath. And then the one that just really irked me, I mean, those all irked me, don't get me wrong. But there was an ingredient in there that was shown to irritate eczema, and it's formulated to soothe eczema. So there were ingredients in there that do suit eczema. But then it's offset with these ingredients that irritate eczema. And so just like set me off on this new path of like, okay, I can't just choose products, because they're green clean, that are green and natural, I need to really flip the ball around, start looking at the ingredients. And that's what I define as clean, is flipping bottles around, digging into those ingredients, taking control of that part of your decision-making process, and not just going to, you know, the local Whole Foods store, whatever, and just choosing whatever product is there, because you think it's safer. There are many companies and stores that have products that are marketed to us as being all of those things when they're not. And they a lot of times always have ingredients, at least a handful, that are linked to health issues, you know. So I went through this process, you know, it took me years, and at the time, there wasn't a ton of resources. And thankfully, you know, over time I made these changes, my kids' health improved, their asthma improved, my son's eczema improved, I just started to notice all these positive impacts on our life. And then I started helping other people do it and noticing that in their life. So, I, I started my company, because I wanted to be a trusted resource for people so that they could start making these changes.
Pualena 6:47
That is a beautiful mission. And thank you for sharing all of that there's a lot to dig in there. First, I feel like people, myself included, if you buy it at Whole Foods, it's good for you. You buy it at Whole Foods, it's natural, it's non GMO, it's right? And it's that's just not the world we live in. It's just not the truth. And what I really love about what you said is that we unfortunately, we can't trust labels like front labels, we can't trust what is designed to grab your eye to market the product to you to get you to buy it, we have to do our own due diligence.
Jessica 7:29
Yes, absolutely. And especially in the industries that oversee our household products. So supplements, personal care products, cleaning supplies, like all of those things are under right, all of those industries are under regulated. And so we're all on this bandwagon, right, where we're shopping at Whole Foods and looking for organic foods. And companies know this, and they're changing their marketing accordingly. But because the legislation has not been changed, then these words really don't mean anything in those industries. And not enough people know that. And I'm not saying that those products aren't better. But I always like to use like on a scale. Like, here's where, you know, it used to be, and still is in many, many industries and companies and all that stuff, using materials and ingredients that are, have ingredients that are known to cause cancer and all of these health issues. And then where we should be, which is like all the way over here. And when companies make these changes to their formulas, usually they're like, here, but we as consumers think that they're over here, you know, they're all the way on the other end of the spectrum, and that they're providing, like totally safe, you don't have to think anything about the safety, when in reality, they're just a little bit better.
Pualena 8:56
Right? Yeah, that is an like there are buzzwords, right, like vegan or all natural or, you know..
Jessica 9:07
Yeah. And it really draws people in and they think they can trust all of that. And you really can't like you still vegan products, like that's a huge one. So many people say, Oh, I only buy vegan. Well, that's great. And I totally understand why. I use vegan products too. But it's so much more than that. And just because a product is vegan doesn't necessarily mean it's safe.
Pualena 9:30
Totally. Are there certain ingredients that you recommend people to either look out for as red flag ingredients, even in quote unquote clean products. And on the other side, are there ingredients that you encourage your clients to look for in products that they're purchasing? I know that's a big question and products is like a very broad range.
Jessica 9:53
Yeah. So as far as ingredients to look for, basically, I always advise my clients, I'm a home detox concierge, and I work with people in their homes trying to identify hidden toxins in their products, and then helping them choose safer. So what I always tell them is to look for simple ingredients. So simple, the simpler, the better. With cleaning supplies, and certain types of products, it's a fairly easy thing to do. But with personal care products, it becomes more complicated, because we all have our own specific skin issues that we're trying to address, we want products that work, it's hard, it's harder to get that performance piece when you go just totally simple as far as ingredients are concerned. Not that it's not possible, it's just harder. So there's not any specific ingredients I tell people to look for. It's just kind of like focusing on that simplicity. And then as far as ingredients to avoid, the number one ingredient I tell people to avoid is fragrance. So, fragrance is a catch all term, essentially for 1000s of different ingredients. And each product, it could be could hold a few extra 100 ingredients. But there's a few 1000 that are approved to be included in fragrance. And essentially what it is, is company's way of protecting their, their scent their proprietary sent, which is fine. Like I totally understand the purpose of it. But also, what ends up happening a lot of times is that companies will use ingredients linked to health issues like, number one is phthalates, that's very commonly used. And it's actually what's it's a plasticizer. And it's what's in fragrance that allows it to stick to your clothes or your body and linger longer. So you don't just spray and it goes away. But that's been linked to a slew of health issues, and one that you definitely want to avoid. But it's most, it's a lot of times in fragrance. And there's no real way to tell. And to know, if they use phthalates, companies aren't, you know, obligated to tell you if they have or not because it's proprietary, and there's no, there's no, they don't have to. So I always tell people to avoid fragrance because of the potential health issues. And then also, you know, I'm a big, big advocate on and believer and, you know, using our purchasing power to make change. I've been doing this work for eight years. And I've seen a lot of changes made in the personal care industry in particular, but across the board, because of people becoming more aware and knowledgeable and changing where they put their money and spend their money. And so companies, you know, who might not have had a clean brand eight years ago, or a clean line now have a clean line. Now do I think they should have everything clean? Yes. Right. Like, why do they have some ingredient, you know, product lines that are not using the safer ingredients and others that do. But um, but our purchasing power has a lot of power for purchasing decisions has a lot of power. So super, super important to do that.
Pualena 12:57
Yeah, absolutely. And I think that comes back to sort of convenience and taking a little bit of time to make more educated decisions. I mean, I myself, like even as I preach, like I love natural ingredients, I love clean products, if something so for example, I just purchased a dish soap that was really clean, but just it didn't feel like it worked as well as like the one that's full of chemicals that we grew up using. And so in my mind, I'm like, should I just, it's just dish soap, like, Should I just get the regular stuff? Or should I keep trying to find something that I like? And so do you have sort of for people who may be busy, and by the way, Jessica is a mom of twin boys. So if you're sitting there thinking you're too busy to read labels, I feel like she's going to tell you, you're not too busy.
Jessica 13:51
Yeah, yeah, that's true. I mean, you know, we all are busy. And, you know, I think it's just a matter of, if you're committed to making these changes. My job is to help people make a plan. So, you know, that's the biggest part. And that's where I see people fail. And, you know, I don't like that F word. But you know what I mean? Like, give up, I guess, and decide that they're not going to do this anymore. And just kind of go back to what they were using before is because they don't want to, it is, it can be very time consuming. So I think making a plan. Do, you know, doing your research, I definitely provide a lot of options for people and ideas on different products to try out. I think everyone has different levels of comfort when it comes to that. But and then there's always new products coming out that are, you know, safer and better. And the performance side of things is constantly getting better. So it's just kind of, I guess I look at it as just being open to constantly making changes and kind of leaning into that. Accepting it that it's kind of a long. It's a long the long game, right? It's a marathon not a sprint. there's not one right answer for everyone. But I think there's always a good place to start a good starting point for most people. And so I try to try to help guide people towards those products, because, you know, they work for me and a lot of my clients.
Pualena 15:14
Yeah. Is there a common starting point that most people like to start with?
Jessica 15:20
Yeah, I usually suggest for people to initially swap out anything that like, for personal care in particular, anything that sits on your skin and soaks in. That's a, I mean, if you're going to be putting on your skin, it, you know, seeps into your bloodstream, like, you want to make sure that the ingredients that you're using are clean, especially for your children. And anything that, like, heats up and ends up in the air. So like candles, laundry detergents, bath and body wash, that kind of stuff.
Pualena 15:56
Awesome. And do you have? So you said, you do have like a list of recommendations? And what is the process for, like, if I am just sort of experimenting and trying to figure out what I like, some of these products can be a bit more of an investment also than the traditional products. And so, you know, we may not have the budget to try a bunch of different things and see what we like, what do you recommend for people who are sort of in that experimental phase?
Jessica 16:25
Yeah, I mean, I would recommend, like, okay, so this is a good example, this is something that I've had helped a lot of people switch to, as far as cleaning, household household cleaner, I use the Force of Nature system, and it's just this little machine, and it takes water, salt, and vinegar, and it, it makes hydrochloric acid, which is electrolyzed water, and it's just as effective as bleach, it's very, very economical as far as price point, because instead of buying a huge bottle, plus, it's way better for the environment. So buying this huge plastic bottle of something that's mostly water, by the way, little little capsule with the ingredients. And so that's a lot less expensive than constantly buying cleaners. So then if you do that, and you're saving money in that area, and you try that and you like that, then you have more money to spend in other areas. So it's kind of just like, balancing out what you're spending and kind of looking at things a little differently than you might have before. As far as testing stuff, I just tell people to, you know, rely on depending on where you're trying to buy stuff from, like, look at reviews, people are very honest with what their experience is. So, I mean, I had struggled for a long time to find a dish soap, like a for the dishwasher, that worked really well. And that's kind of where I start is the reviews section of Amazon or wherever you buy. So just kind of doing a little bit of that research before you actually purchase. And that ends up you have more likely you're more likely to actually enjoy the product and like the performance of it.
Pualena 18:06
Brilliant. Yeah, people are brutally honest in their reviews.
Jessica 18:10
They are, thankfully, especially when you're trying to make these decisions, and purchase products, and you don't know and like the Force of Nature system is a bit of an investment upfront, it's not huge, but over time, you end up saving money. But that was something that I ended up purchasing, because I had read so many good reviews about it, and I bought it four or five years ago, and I haven't had to buy a household cleaner since so.
Pualena 18:34
Wow!
Jessica 18:35
I just buy the pods. So it's just like, you know, kind of thinking about things from a different perspective. You know, sometimes things like that are a little too out side of somebody's comfort level. And that's fine. So it's like finding the right product at Target that they enjoy. And that works for them. But it's safer. But there's so many great options. So it's just kind of like learning what those are reading reviews, talking to people asking questions. And then just trying it out, seeing what happened.
Pualena 19:09
Awesome. And I imagine working with you is a great way to skip over some of those steps. Because you have a lot of experience with this. And I'm sure you have a list of vetted products and ways to incorporate this into people's lives. So what does that look like in terms of working with you or options that you have? Yeah.
Jessica 19:32
Okay. Yeah. So I typically work with I work with a lot of new moms who are trying to find you know, the right products for their baby that's coming or maybe they just had a baby, but they have young kids, and they just are overwhelmed with the whole idea of it, but they know that they need to make these changes. So I do that with home detox consultations, which I do through Zoom and we make a plan. We kind of go through what they're currently using, what their goals are, what their budget is. And then we have, I have a checklist. And we write down different options, I have a bunch of suggestions in that checklist as well that people can try out if they want. So that's, you know, kind of my guide of trusted and used products that I've used. Then the other thing that I do have for people that don't have, you know, don't want me to help them directly with their products actually have a program that's called the Five Day Detox: One Week to a Healthier Home. And so I basically walk through the whole process that I go through with my clients in this program. And it's a lot lower price point. It's kind of like a do it yourself type program, but it has the checklist, and you know, all of the education so that you feel armed with information as you're going out there and purchasing products, and then just kind of walks through each different space. Like we go through personal care, the laundry area, cleaning supplies, supplements, and then even plastic replacements.
Pualena 21:00
Yes. Oh my gosh, that's amazing. So it's, it's, it's kind of like a course, right?
Jessica 21:05
Yep.
Pualena 21:06
Nice.
Jessica 21:06
Yeah. Yes, it's a very easy to follow course, that really does kind of highlight the most important stuff. So we talk about, specifically which ingredients to look for. And each of those areas, the most important things to watch out for as you're shopping. Just things to keep in mind as you're shopping. And then I give some suggestions. And then there's the checklist so you can keep track of your progress.
Pualena 21:31
Brilliant. Oh, my gosh, I love that. And if somebody does the course, and they're like, Jessica is amazing. I want to work with her more. Is that also an option?
Jessica 21:41
Yes, absolutely. Yep. If you get all the info, and you're like, Okay, I get this, but I'm overwhelmed. And I just need some extra help. Yes, I'm always here as your Home Detox Concierge, and I can help walk you through the process personally.
Pualena 21:54
Brilliant. Oh, I love it so much. So as a I may just sort of shift the conversation to geeking out a little bit about courses and as a course creator yourself, what has your experience been with supporting clients in all of these different ways? And how do you feel having a course has allowed you to expand the way that you serve your clients? And what feedback have you gotten from them so far?
Jessica 22:25
Yeah, I mean, I think it's such a great way to help people, right? Like, most entrepreneurs are passionate about helping people in one way or another. And as I was working with clients, and hearing, essentially the same concerns and issues that people were coming up with, over and over again, I thought, well, how can I put this together to be able to offer it to someone at a lower price point, and allow them to kind of go through this process with me, but virtually, and you know, on their own time, you know, it's designed to do over five days, but obviously, life happens, and sometimes it doesn't. So you can take it at your own pace. And I just love the ability to help people make these changes in their lives without, you know, them having to feel that overwhelm, or like spending a ton of money and all of that stuff. And so it's been a really great way to do that.
Pualena 23:19
That's brilliant. And I love what you said about taking questions that you got over and over and over again, and answers that you probably gave over and over and over again. And allowing that to sort of be a very efficient way for you to deliver content, answer questions, and also support people and meet them where they're at, right?
Jessica 23:39
Yes, exactly. Yeah. I mean, we live in this amazing digital age, and there's so many things about it, that can be problematic, but I always tend to look at it as how cool is it that we live in this, you know, time period where we're allowed? Or we're able to reach people like I live in the Philadelphia area? And Pua is in Hawaii? Like, how cool is that? You know, like I have, I have clients that have taken my Five Day Detox from all over the US and Canada. And it's just so cool to be able to connect with people virtually because, you know, get to meet people that you wouldn't have been able to meet otherwise.
Pualena 24:14
Totally. It's like online businesses is global business by default. Right, exactly. Right. So yeah,
Jessica 24:20
awesome. It is really, really cool. I just love it. And just to be able to package that up and make it something that's user friendly. And, you know, something that's going to be beneficial and helpful for people is really, really awesome.
Pualena 24:33
Yeah, that's amazing. I love courses too, because, I mean, this is how I also consume like ebooks and podcasts, where if you listen to it once, you may hear certain things and then you listen to it again and you hear other things or you just internalize it differently. So...
Jessica 24:53
yeah, through etc. And especially with my course in particular, there is a lot of information. I actually have a label reading guide that's on my website, cleanproductjunkie.com. So I kind of like, there's different steps to it to kind of ease people in so that they get to the point where they feel confident going in there. But the label reading guide covers the top three ingredients. So look, look for we covered fragrance. But there's a couple others that I, I recommend people look for as well. So as you're shopping, you pick up a product, you're like, okay, I see fragrance. And those two other ingredients, you're like, okay, I gotta put that back. So what does this one look like? Let's try that. So it just kind of breaks it down. So just being able to, like, like, we were talking about before guide people through a difficult process and just make it easier for them.
Pualena 25:36
Absolutely. Awesome. And you'll send me the links to all these things, right? Yes, perfect, perfect. And we'll get those in the show notes, so you guys can check them out. Amazing, I absolutely love your business. I love what you do, it is so needed. And what just came to me as you were sharing that last little tidbit about, like, you know, recognizing ingredients and starting to just create a habit around turning the bottles around, and knowing what to look for. And it's, it's a process, I think that maybe takes a little bit of extra time at the beginning. But I think it could also be really fun. And you could get your family involved. And you know, kids could be looking at the back of the bottles, and creating that really beautiful sort of educational space for your whole family and creating new habits for new generations. Like, that's how we're really going to vote with our dollars is getting the next generation of like purchasers to know that these are the things that they should and should not be buying and putting in their homes.
Jessica 26:41
Yeah, it's so true. My kids are not expert, but they're pretty, you know, advanced label readers, and they know, you know, no fragrance my husband too who was really hard to get on board with things, he's like but it has fragrance, I can't use that one. So it's just really been cool to see their acceptance of these things and being on board with, you know, what I'm doing and understanding the importance of it, which is a huge part of it. And then I also I do a lot of advocacy work in the personal care industry. I was actually just in Washington DC earlier this year talking to Congress about updating those laws, and really like advocating for my kids and future generations so that they don't have to do this work. Because really, it should not be necessary. Yeah. So I think it's really cool to see my kids reaction to my advocacy work and going out there and talking to people who have the ability to change things.
Pualena 27:38
That's so beautiful. That's really, that's really awesome. Thank you for doing what you do. I have just, I hope that anybody listening to this, who's inspired to even just make one small change, I can think of like three or four things today that I want to go through my house and be like, Yeah, I slacked on that one. Let's get that out of here.
Jessica 27:58
Well, and that's such a good point is it really is about making these small changes. And over time they add up, there's actually a few studies that have been done with people who have taken change, change their products, or taken out these ingredients from their daily use, and they've tested their, like their urine for the contaminants before and then after they take them out. And even in a short period of time, there's drastically lower toxins in people's system. So it's just kind of like knowing that keeping that in the back of your head and knowing it's not for nothing, and that it is making a difference. Because I think a lot of times as humans, we, especially when you can't see something, it's harder to stay committed to it, you know. So just kind of knowing, okay, I am making a difference here. And this is important.
Pualena 28:46
Absolutely. And I think there's some, there's a mindset where like, Oh, I've, I've gone this many years on my whole life, using these products changing now won't change anything. It's too late for me. And I feel like the human body adapts. And it's not too late when it is too late. It's when you're dying of the things that the products made you get right. That's right.
Jessica 29:07
Yeah. And actually, we didn't talk about that. And briefly, I'll just tell you, so what's happening is our body builds up a tolerance to these foreign things that are in our, in our system. And so what ends up happening is it's called the cumulative effect. And so as we accumulate all of these different toxins, our body stops being able to fight off, like real problematic cells when they start to develop because it's like, oh, we're used to this level of, you know, toxicity in our body. This is fine, I'm sure. And then by the time your body realizes that it's not fine, and this is something that has major red flags, it's like, sometimes too late. So we need to lower that as much as we can. You know, I always tell my clients, we our job is to take control of what we can and our household really is, you know, the one place that we Can we can't really, you know, ultimately control the air we breathe or the water we drink and what we're exposed to when we're out in the world. But when we're in our home, we have so much control, like, the stuff that they used on my hardwood floor, when we finished our hardwood floor was something I researched. When we bought our mattress. It's something I researched, you know, there's options out there, our couch, there's options out there that do not emit these dangerous ingredients, ingredients in materials. And we, we just have to know what to look for. And we just have to commit to finding them. Sometimes it's hard, you know, work, but it's worth it in the end.
Pualena 30:37
Totally, totally. And what an amazing resource for people to have you to come to. So yeah, I'm, I'm definitely going to include all of your links in the show notes. And yeah, how can people connect with you and learn more about the work that you do?
Jessica 30:54
Yeah, so I'm on all the social channels, Instagram, Facebook, my handle is @cleanproductjunkie, so you can find and follow me there. And then my website's cleanproductjunkie.com. And then I have a bunch of resources there a place where I showcase some of my favorite clean product swaps, the label reading guide that I was telling you about. They're on the front of the very top of my page when you go to cleanproductjunkie.com and a bunch of other resources, articles, blog posts, soon-to-be podcast. So I'm constantly building out my resources for people.
Pualena 31:28
Oh, my gosh, I am going to just go crazy. When your podcast launches. Please keep me posted.
Jessica 31:34
I will. It'll be soon in the next few weeks.
Pualena 31:37
Yay. That's amazing. You're amazing. Thank you so much. Well, thank you for having me. Yeah, this was awesome. Thank you for the work that you do in the world. I'm, I'm sure people are going to be reaching out to you. And yeah, if there's anything that I can do to continue to support you, please let me know. All right.
Jessica 31:57
Thank you. Thanks for having me. And yeah, if anybody has questions.
Pualena 32:02
Yay. Talk to you soon.
Jessica 32:05
Bye.
Intro 32:05
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five star review and tag us on Instagram @pualena.co For a shout out on the next episode. And be sure to visit pualena.com For more info. Thanks again for listening.
Have a hard time hearing ‘no’ to a sales pitch? Not sure how to start or even grow an email list? Wishing you could establish genuine connections with your network? Pualena is diving deep into email marketing with email copywriting expert Kevin Burciaga. You’ll learn how to prioritize your email list, where to find leads, when to invest in ads (if ever!), and tips for nurturing your growing list.
Pua and Kevin also discuss how developing genuine connections with people in your industry and networks can yield surprising results and unexpected benefits. They also harken back to the age of handwritten letters and how a cold phone call is actually an outlier event in 2022. Plus, hear several great resources to consult for new leads and copywriting inspiration.
About Guest - Kevin Burciaga
Kevin Burciaga is an email marketing and direct-response copywriting expert who also helps awesome e-comm brands make more money and sales with email and SMS marketing. While his formal training is in physical therapy, his passion lies in connecting entrepreneurs with the clients and the support they need. Kevin asks good questions, is an avid listener, and is not afraid to approach strangers and talk to them—which is why he excels at what he does!
Resources:
Laura Belgray
Sticker Mule
Up Lead
Apollo
Lead Shark
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Kevin Burciaga: twitter | linkedin | podcast
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Transcript:
Kevin 00:00
So you just you don't know what opportunities are going to open for you. So don't don't commit to one thing. This is the only thing is my only option. There might be other things out there, you just don't know.
Intro 00:14
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 00:38
Hello, and welcome to the course creators Academy podcast. I am super excited today, as usual, to have another amazing guest here with us today. Today, I'm talking to Kevin bursty, Yaga, who I've known for several years, he was a participant and a client in a past business of ours. And I'm really, really thrilled to be reconnected with you and to chat today about some new offers and new things that you've been up to in the last few years. And Kevin, I'm gonna toss it over to you to introduce yourself and share a little bit about what you do.
Kevin 01:21
Sure, I do a lot of things. I'm a physical therapist by training. And then I was doing some coaching for a while, got a YouTube channel up. And then also now, I am a freelance email marketer. And I'm also kind of a freelance salesman. You know, so I'm connecting agencies with potential clients, and the, in the e-commerce industry. So I've been doing a lot of things at once here. Maybe too many things.
Pualena 01:52
I should have asked you. What do you not do?
Kevin 01:54
I know, what do, what don't I do? I don't do... I still don't do yoga.
Pualena 01:59
There it is. We'll add it will add that to the list. Love that? And are you so when we first met, we worked together to create a program around healthy eating habits. And I know you have a background and personal story around that industry in that field. Do you still do any coaching with that at all?
Unknown Speaker 02:20
If people come to me, so if they if they find me online, I kept all my media up. I didn't take anything down. To me, that's history. So I'm not I'm not going to remove it. But people still find me. And they still find the videos are floating around. And they they vibe with me. And they say hey, I want to work with you. So it's like, okay, yeah, we'll work together.
Pualena 02:42
Totally. That's awesome.
Kevin 02:43
So um, so, yeah, it's, it's kind of like this, like, I started it several years ago, and it's still like paying dividends. So there's, there's a lesson in there
Pualena 02:53
Completely. And I think that there's, as I was hearing you talk just now I was thinking of all the people who are like, you know, choose, choose your lane and stay in it and sort of, you know, focus on on the task at hand. And there's value to that. But I think there's also value to knowing your strengths and, and understanding that you can be good at many things. And you can serve in many ways. And as long as it doesn't burn you out and sort of make you feel like you're going crazy. It's totally acceptable and really cool.
Kevin 03:24
Stay in your lane, but be open to other lanes that you don't, you don't know, what else is out there. Like email marketing, for example, for a while, that was just a means to an end. Now, it's something that I do say, Wow, I can do this too. Oh, I can sell it too. So you just you don't know what opportunities are going to, to open for you. So don't don't commit to one thing. So this is the only thing is my only option. There might be other things out there. You just don't know. And there might be other opportunities that are available to you six months or a year from now that you're not even thinking about. I mean, think about a year ago. What do you know now that you didn't know then? Or with a lot of things, what are you going to know a year from now that you don't know now? So yeah, that's that's great to focus but also be open to other avenues.
Pualena 04:23
Absolutely. And I would love to talk more about how how this transition for you came to be because it is a completely different industry from where you were the last time we connected. So how did you get into email marketing? And you have a very unique perspective and unique methodology. How did you discover that this is something that you were good at and that you wanted to provide as a service.
Kevin 04:49
I was doing email marketing with the coaching business and so I was just sending emails to try to like nurture the relationship which is kind of the point of emails. Ultimately, you want to convert your list into customers, right? But you, you nurture them, and you write sequences and you can turn anything into an email, and you can get bitten by dog and turn that into an email if you want. But for a while, it was just a tool, it was just a way to, to generate customers. And then, I think about six months ago, I said, I really like this part. Why don't I do more of this? Why don't I write emails for other people? And then two or three months ago, I thought, why don't I sell this service for other people? You know, there's, there are people who are well ahead of me in terms of skill. Why don't I help them too? So, again, that goes back to my first point, like be open to new ideas. At first, it was just a tool, email marketing, and then it was, hey, let's do freelancing, my marketing, then let's sell it and then I don't know what's coming next. I really don't like am I going to turn this into an agency? Who knows?
Pualena 06:00
That's awesome. And what I love so we chatted a little bit before we hit record, and you share that you had a very not intuitive, what's the word I'm looking for? Insightful comment that I think rings true, at least it does for myself, if not for like most other entrepreneurs who have some sort of craft, that they sell, a craft that they love, whether that's a service a product, and that doesn't always, that's not always coupled with enjoying the cold conversations that lead to people consuming that craft. Right?
Kevin 06:38
Correct. Yeah, they, I don't know if that's just part of their personality, like they're introverted. They just like to like, type stuff on their keyboard and, you know, create courses there, you know, there are some people who like to be in the background. That's fine. But one of the hardest things, I think, for anybody, unless you're like, super extroverted, is to start a conversation with a stranger. Especially if there is money involved. I think there's something in our brain, what is it like the amygdala or whatever, that fear generating part of our brain that says, No, don't do this, you might get embarrassed, you might say something stupid. It's that it's like the whispers of 10,000 generations, you know, 10,000 generations ago, that was really scary, you know, to be ostracized by your group, and it still is, with us. That's why sales can be daunting. That's why prospecting can be daunting, that's where you're approaching people can be a daunting task. But even when I was a kid, talking to strangers wasn't something that bothered me. And it's, it still isn't. So I've kind of played I've kind of been on both ends, you know, like the creator in the background, but then also somebody who like approaches other people and says, Hey, let's have a conversation about this. That's awesome. And you have, as part of your service, you have those conversations on behalf of your clients, right, is that? That's yeah, that's how it works. So it's, it's like white labeling. You say, Hey, I have this partner, you don't really reveal who it is. But you just, you're selling that service. So you're really just selling it, and then the partner, or the agency does the fulfillment side, or in this case, like a coach or a creator, or whatever, right? So it's kind of like, kind of like being the middleman. Yeah, but it's still very entrepreneurial, like you're making deals happen, that wouldn't have happened otherwise,
Pualena 08:37
Completely. And the thing that I like about this, is, if I work with you, and I say, you know, this is my ideal client, this is the service that I provide. And let's we can dive in also into how you find people and create lists of leads, because I think that's such a cool part of what you do. But what I what really draws me to this is, as someone who has created this business, it's it really is your baby, and it's like you, you're so proud of whatever it is that you do as an entrepreneur, that to be rejected, is it it can be soul crushing, right, like, hearing the no's can be really, it can, it can just be like, there's there's a process to being able to, like, accept the know and move on. And for you to be able to be the filter for that without having any energy on it, right? You're like, Hey, I'm just here to share this amazing service. Is it a good fit? Yes or No? If no, I'm going to move on, you know, and there's no, no judgment, no emotion behind that. And that as an entrepreneur feels like, worth its weight in gold, because then you get to just have those people who are like, Oh my God, this sounds like a great fit. I'd love to learn more and you're like, okay, cool. Talk to this person, you know?
Kevin 10:01
Yea, you have to accept some no's, right? Like we say no to some people, you've told no to somebody in the last 24 hours, you know, we, we all do. It's just, you know, that's part of civilization. Everybody is on their own path or pursuing goals. Sometimes it doesn't make sense, right? And there's no way to completely like, brush that off, because we still have the same brain, right?You hear a no, you're not interested or whatever. Like, it's always going to sting a little bit. Even though logically, it doesn't mean anything about you. Don't take it personally, and maybe they're just having a bad day. Maybe their spouse just filed for divorce? I don't know. Like, it could be anything, it uses the bad timing, or a lot of times it knows not now later, you know, like I've said no to other other programs and other coaches, and then later down the line, I signed up because it made sense at that time. So like I said, it never feels good. Like, yes, I got a 'no'! But logically, you just have to think there. There are an unlimited number of people that I could talk to me almost unlimited for all intents and purposes. And if they say no, I just move on. They say no, I move on. It's like flipping cards and cards, oh, here's a winner, you know, hey, you have to have that mentality. And you have to have an abundance mentality. So it's, so if I call this person, they say, No. Okay, fine. I still have 100, another 150 other people on this spreadsheet that I could call.
Pualena 11:35
Totally, and that's such good advice for those of us who are doing our own calls and sort of doing our own outreach and, and marketing. It's an abundance mindset that allows us to, like, we, we honor the no's, right? Because a no means that you're taking action and no means that you are doing the work to get to the "yes", right?
Kevin 11:57
Yeah.
Pualena 11:59
Awesome. I love that.
Kevin 12:00
And it's when that's way better than, like, I'll think about it. Maybe like, like, Whatever you do, get to the 'no', you know? At least a 'no', you know where they stand.
Pualena 12:11
Right? And then "maybe" is okay too, right? Because that sort of, uh, maybe not now, but later, bucket?
Kevin 12:18
Well, they say, if it's just "maybe" that's not good, because it's just, they're being indecisive. You don't know. They're really just, they just don't want to make a decision. Yeah, that point, but at least if they say no, okay, fine. And when they say no, you can really have a good conversation about that. Then you can say, Okay, why did you why did you say no? Is it timey? Like, let's, let's dig a little deeper. And some ways that's where the negotiation starts. Right? No, whereas maybe it's like, I don't know what's going on here. Like, maybe yes, maybe no, you don't know where they stand? So get a "yes" or get a "no", don't get that "maybe".
Pualena 12:52
That is so interesting. I did not think about it like that. So when you have someone on the phone, and they're like, you know, this really is not... I don't think it's a fit right now. So it's, it's a pretty hard No. Is there? Do you still encourage people to keep them on your list? Is there a way to sort of keep them as a warm contact until maybe down the line? They're like, Oh, I remember talking to this person. And now I think it's the right time. Yeah. I mean, that's one of the point of having a list is that sometimes it doesn't make sense to buy today. I've been on lists for a year, year and a half, and then I bought something. And it was one, it was one of those emails that I just like kept sending into a folder like everybody, everybody has a designated folder. You know, like Pua, you have a folder. I have like 50 or 60 newsletters right now. It's crazy. I don't have time to read them. But I just put them in the newsletter, put them in the newsletter, put them in the newsletter. At some point, it might make sense to say oh, yes, I need to do this now. Maybe they're not at the right stage of their business. Right? Oh, maybe finances really tight. Maybe they just lost a job. You don't you don't know. But that's why I use, you keep contact with them through email and social media too. But the thing about email is that that is your designated place. It's like I don't know I don't know if you've heard of Laura Belgray. She's a email copywriter. She's been around for a while. But she said you know, social media is like the rave. You know, like a lot of loud music. Doing it's like, you can't hear anything he can hear the person next to you. But then the email is like going to a coffee shop on a quiet afternoon. Oh, I love that analogy!
Kevin 14:41
This is just you, like this is just my email right here in the inbox. Yeah, there might be other emails in the inbox. But when they click your email, that's all they see. Instead of like the social media, so social media is great for getting awareness. You know, people who have never heard of you, hey, I might like this person right here. And then email, that's where you nurture that relationship for days, months, years, maybe.
Pualena 15:06
Right? So would you say that email should be the priority? Like if somebody's like, I'm all by myself? I'm sort of bootstrapping this whole thing. Where do I start? Would you say email should take the priority over social media? If, if it has to be a trade off?
Kevin 15:24
Assuming it had to be a trade off? Yeah, I would, I would do email. But the thing is, it doesn't have to be, I think, I think they're a nice couple. Because like I said, if you imagine, you know, funnel, at that top, you have the people who are the least aware of you, they've never heard of you, that's a good place to find them on social media. Right? Maybe they come across your Instagram feed, maybe they find a YouTube video about you. Now they're in their funnel, then you invite them into the email list, right? And then you go down that funnel. That's how I see it. So if you have social media, keep doing social media, but use that social media to grow that list, and then use that list to convert them into customers.
Pualena 16:05
Brilliant. So I'm assuming if you do have social media, the call to action should probably be join my list, join my list, join my list.
Kevin 16:17
Yes, well, the objective should be to get them to join the list. These days in 2022, nobody wants to join another list.
Pualena 16:25
Yeah, exactly!
Kevin 16:26
You might, you might want to say like, even like, join my newsletter. Remember the old newsletters, they were like, well formatted and looks really nice. You know, that's, like very 2008. Right? Even I remember those. I think you and I are like the exact same age. So you remember those, but just don't say like, oh, join my list, give him a reason to, right? But you might want to say, if you want to achieve this objective, and you want the best of me, then enter your email below. You know, it's just, it's just using different words, same objective, but say, Hey, join my list. Well, why should I join your list? Like what's on your list? Or you just kind of like spam me and sell me? Right? That's, that's not what they want. And if you give them good, solid reasons to join the list, and you provide good content with the emails, then they're going to join the list.
Pualena 17:15
Brilliant, which is why everybody's giving things away. Right? It's a discount, it's a free download. It's a mini course, it's a PDF. There's, people are essentially paying you with their information to receive that thing. Nobody's just going to join a list just to join a list. Right?
Kevin 17:32
Correct. Yeah. I mean, it could be anything. And I'm not I'm not the master on like, what I'm not freebies but opt ins, you know, I mean, there's so many different opt-ins, you can do it in e-com, it's like, join our list and get your first purchase 15% off, right? Like every skincare company, does that right? You go to any skincare company, it's like, it's your email, get 15% It's like, why is it always 15%? I don't know, maybe it's just like herd mentality or something. Or it could be like a video series, it can be the PDF, whatever it is, just make sure it's easy to consume. And there's some specific outcome they can get like, give them a quick win. Oh, wow, this is great. Yeah, I opted in, and I'm already getting a result. And I've already learned one or two things. A lot of times, that's, this is just personal. But if I opt into something, and I learned one or two key insights, that's enough for me to like, go further. Like, whoa, that's that change. That's a, that's a game changer, or I didn't see it like that, or this person is different. Absolutely. There's a different mechanism. This guy has a secret sauce, you know, now I want. Now I want it all.
Pualena 18:43
Exactly. And that's exactly the tip is, don't give it don't give all of everything away in that free download. I just had a call with a client yesterday. We're figuring out what her free download is going to be. And the original idea was like a 90 day roadmap to whatever outcome and it was her big course is it's very robust. So for her as the creator, to give away the 90 day roadmap didn't seem like a very small piece of the pie. But from a third person sort of looking in, if you give somebody a 90 day roadmap, they are going to take 90 days before, it potentially before they take action to work further with you. Right. So we want it to be a quick win actionable, valuable and like an actual win right? We want an actual result but we don't want to give so much that they don't need to come back for more.
Kevin 19:45
Yeah 90 days. I mean that's that's a full program. You know, that's not that's not an opt in. What No, this this course creator I mean, let's just call her like Julia or something. What I would tell Julia is wanting You have like a nine day, like mini version of that or something, you know, like, like an express version. But 90 days like you're giving, you're giving away the farm there. And not only that, but what is what? That might be too much for somebody who doesn't know you? And yeah, do I want to spend 90 days with this person? I don't even know them yet. Why not? Why don't we just do like a five day challenge for? You know?
Pualena 20:25
Completely, I think anything, even 30 days, I almost feel like that will set people up for failure, if they don't have guided accountability. I've seen people will say, like, Oh, I'm doing a free 30 Day Challenge in a Facebook group. I did it, and I failed my own challenge. So you know, if it's a free if it's a free challenge, if you're the coach, here's where I like full disclosure here, I ran a free challenge. And I was gonna go live every day for 30 days and sort of guide people through this challenge. People didn't pay, so they weren't super bought into it. And I, as a business owner, was feeling like I needed to prioritize my paid clients over this free challenge that I started to get feel like I just feel very squeezed in terms of time, energy motivation. And it was just a big flop. And so from my perspective, as the entrepreneur, I realized that 30 days was too long for both parties. But if you provide something to someone as a free opt in to give them a result, but the timeframe is so long, that they're most likely not going to they're going to fail. That's a, that is also going to leave an imprint on them on the experience of your paid programs, whether or not it's true, that will sort of be their... that's what they'll remember, you know?
Kevin 21:58
Yea, they'll just remember that they, that they didn't accomplish anything, right? Yeah. And then what happens is that your completion rates are really low. And yeah, now you started on a bad foot. So why don't you give them something really small that they can accomplish in the next five or seven days? Or just change one or two beliefs that they have like, oh, wow, yeah, that I was like this, this course creator that you're talking about? Oh, well, I thought I had to have a 90 day challenge. Now, I only need to have a five day challenge, right? And it's gonna be way easier to complete. And it's gonna be way easier for me to produce, and they're gonna get a result and, you know, so on, so forth. But maybe she came into this thinking that she had that this 90 day, freebie. And then you say, No, it really only needs to be a few days. Right? Yeah. And that, but that's a good, that's a good way to generate trust, too. And, and, and authority.
Pualena 22:53
Absolutely. And then also
Kevin 22:55
that ties in with email too, because if you have that, if you have a challenge, seven day challenge, you know, whatever, like right now, I'm doing a five day cold email challenge. Five days, there you go, right, Monday through Friday, very easy. But I also recommend that you have a consumption sequence with that. So if you, for example, when you opt in, there's an email that goes out and says, here's what you can expect. And then after day one, here are some things that you should have learned, here's what you need to do, like keep them on track with the emails. And the emails are kind of like there to facilitate their completion and guide them.
Pualena 23:36
Brilliant.
Kevin 23:37
Right?
Pualena 23:37
And those are automated, we're not live with them?
Kevin 23:41
Yeah, those, those can be easily be automated. Yeah. So it's like, Okay, after, on this day, they're gonna get this email this day, they're gonna get this email. And then at the end of it, invite them to the next step.
Pualena 23:52
Brilliant. So if somebody is just starting out, or maybe they're not just starting out, and they just don't have a good, okay, um, well, let's use me for an example.
Kevin 24:02
Okay, let's use Pua.
Pualena 24:03
I'm not someone, just starting out. But I do not have a set, email marketing strategy or plan, I just send emails out for podcast episodes are, you know, it's sort of random. And I do believe that there are relationships not being nurtured and potentially money on the table, because of that sort of lack of planning in that area. If somebody is in that space, what are your recommendations for just sort of basic strategies on how to get started? And what are, what are the like, lowest common denominators of things that you must start to implement in order to have a really strong email marketing presence?
Kevin 24:47
I would start with a welcome sequence first. So when people opt in and they get that automated sequence, there's no set amount I would say between three and seven emails. You don't want to inundate them but that is going to tell them about you that's going to share, you're going to share your philosophy, what you believe you're going to start turning their beliefs upside down, you're going to start positioning yourself as an authority, and that welcome sequence has some of the highest open rates. So you want to make sure that ... Well, I was just gonna say like that. Those are the emails you open the most. So you want to make sure that those are really solid emails. Because that's how you're going to start the relationship.
Pualena 25:30
Do you recommend, if it's three to seven emails? Is it an email a day for seven days? Or do you spread it out?
Kevin 25:38
Spread it out, I would say no more than 48 hours. Okay. Yeah. I mean, when I did mine, I had Yeah, it was one a day, for four or five days, that's not too much. And then you can start sending them the promotional emails, like, hey, we have this thing going, we have this cohort started, and we had this event and blah, blah, blah. But I would definitely start with the welcome emails, and then commit to at least one email a week. I think that's the bare minimum. I know some people who are doing five to seven emails a week. It's not that hard to come up with ideas.
Pualena 26:09
Are you one of those people? But you had daily emails, right?
Kevin 26:12
Yeah. I was for a while right now I've I've paused out a little bit to focus on the selling, and the and the white labeling. But it's, it's not that hard. If you have, if you're always thinking and you're always observing and reading new things, you can easily come up with 100 ideas, in the next month, easily. You know, while you're driving home, that's an idea, you know, something happens to you, oh, that's an idea. You have some random thunder and oh, that's an idea. It does not take that long. You know, if you have an IQ over 100, and if you're listening to this, you do, it is not hard to come up with new ideas. And then you turn that into an email that takes 15 or 20 minutes to write and there's your broadcast email, it's just so simple. You're just writing words, you don't have to worry about the editing or the photography, or hashtags or anything like that.
Pualena 27:00
Okay, so do you... a couple questions came up as you were talking.. Do you batch create these? So let's say you are doing a daily email, or even weekly, however, whatever your frequency is, do you recommend writing a bunch of emails and scheduling them out? And is that what you did when you were doing daily emails? Or were you just writing them every day?
Kevin 27:20
I preferred the latter. But that's just me. And the reason why it's because I wanted. Yeah, cuz I wanted to write every day. You know that that was just me, I didn't want to write seven in a row, and then not write emails for a week, right? I wanted to be a daily habit. Now, the advantage of the former where you batch them all is that sometimes you're just in a state of flow. And if you're in that state of flow, and you feel really good, like if you do run at all?
Pualena 27:47
Yeah.
Kevin 27:47
Okay. Like sometimes you just know that you can run farther that day. You don't know why, but it's just, it's in you. And you just go for it. You know, like, I'm gonna set a PR today. If you if you're in that state, and you're writing, just keep writing. You know, when you get, when you get a big… you're in Hawaii. So when you get that big wave where you get a tailwind, take advantage of it. Because you're not going to have that every day. So ride it.
Pualena 28:18
I love that, writing as a daily habit. Do you recommend repurposing the content that you write for your emails as social media, captions, blogs, that kind of thing?
Kevin 28:31
Yes, I would use maybe the same idea, but I wouldn't copy and paste it.
Pualena 28:37
Got it.
Kevin 28:37
Because, so, Twitter, LinkedIn, Instagram, they all have a different audience, they all have a different atmosphere. But you can use the same concept or the same thought, you know, for example, maybe you're gonna write an email about how long your welcome sequence should be, okay, fine, you can do that. You can use that same topic on Instagram. But it needs to be formatted differently.
Pualena 29:06
I agree.
Kevin 29:07
You still, you still have the same idea. It's just you got to write it to a different audience. But don't and I'm guilty of this. I did this in the early days, I would literally just copy and paste or like, take splices of videos and post at the Instagram. And I was like, why is you know, why is this not working? Because it's a different platform. You know, and then you're teaching people that they only need to follow you on one platform. Hmm.
Pualena 29:31
Because if they do follow you on multiple platforms, and they're getting the same information, they're gonna stop paying attention to one of them, right? Correct.
Kevin 29:40
Or if it's different, say, Oh, it's a little different over here. It's a little different over here.
Pualena 29:45
Brilliant, and when you are writing these emails, so I am a designer, and when I create my email newsletters and my broadcasts and all that, I get really tight, like really caught up in making them beautiful. All in, having like images and buttons and formatting, what are your thoughts on email formatting?
Kevin 30:08
The less the better.
Pualena 30:09
I got a feeling you were gonna say that.
Kevin 30:11
Yeah, that's it. Yeah. And it will, it's easier, it's less time consuming. I mean, maybe not for you, because you know how to do that. But, but also, it's practical too, because if you have a ton of images, it's more likely to be marked as spam. And you want to avoid that if you have a logo or something, that's fine. I got an email yesterday, and it was a screenshot of the YouTube video that he created. That's fine. But these really glossy looking newsletters and..
Pualena 30:39
It's like a magazine.
Kevin 30:41
It is, it is almost like a magazine, I think that's, you can do it, you can test it, but it's just going to be more time. Totally, it's not necessarily going to get more open rates or more subscribers or more sales.
Pualena 30:54
In fact, it will get less because I, I completely agree. And it is proven that the more bells and whistles you have in your email, the lower the deliverability unless your list is super clean, meaning people have opened your emails and that those emails that come from you are essentially trained to be delivered to their inbox, which is not always the case for most people, especially. I've worked with a lot of people who have old lists, and they're dormant and they've just sort of not engaged with their lists in a while. So I am with you as much as it pains me, I think plaintext emails are the best way to go. Both for efficiency, like write a plaintext email and send it in 10 minutes instead of write your email in 10 minutes and then spend half an hour adding all sorts of crazy stuff.
Kevin 31:45
Right, exactly. Exactly. What you there's plenty of other opportunities to show your design. You know, you can I mean? That's what Instagram, for Instagram is really visual. I don't know too much about Pinterest. Pinterest is kind of visual too. Yeah, but don't for emails. I like the, you know, the boring Times New Roman, white background. There are people who make millions of dollars off of those kinds of emails.
Pualena 32:09
Totally my favorite email list of all time. Is this crazy. I can't believe I just said that. But I think it's true. Sticker Mule? Are you on their list?
Kevin 32:19
Sticker Mule? Yeah, that's a cool name. Hold on.
Pualena 32:22
So cool. So they, they do custom stickers, they now do like labels and keychains and stuff. And they make hot sauce. It's like stickers and hot sauce. It's so cool. I'm just obsessed with them as a company. And every time you order something, you get a free sticker mule coaster. So I like, coasters, too. But their emails are always plain text. And all they do is email specials. And it's like as a company that sells a visual product, I would assume that they're going to have like pictures of their stickers and labels and stuff. It's like, this week, we're having a sale of 50 stickers for $20. And there's like a hyperlink. And that's it. And I have ordered so many stickers from them.
Kevin 33:10
Yeah, so you're case study, right, exactly. You know, like, Oh, we're all the images. And the email. Well, if you click this link will show you all the images that you want.
Pualena 33:18
Completely, because then I'm like, Oh, what is this? What kind of sticker is a die cut sticker? And I click the link like, it's brilliant.
Kevin 33:26
Yeah, and a lot of I get a lot of e-comm emails, and a lot of them still have tons of images in it. And it slows down load time. Some of the images don't load, or like takes up the entire preview box. And like, I can't even see this.
Pualena 33:40
Right. And now I'm seeing a lot of, like, people will have an image with text rather than the actual text, because it looks cooler. But then that, like, severely limits searchability. Like if you read an email and you archive it, and then you want to find it again, and you're looking for those keywords, it's not going to come up because it's a picture, you know?
Kevin 34:02
Right, yeah, that's another point too. And then you gotta, you have to think about if somebody is looking at this email on their mobile device, their smartphone, do you really want to have this big image? Like, what is this? Yeah, where do you want to have some simple text that can read and say, we've got this this and that. You can persuade people with words only. You don't need a lot of video or images. I mean, yes, you can do that. But if you have that just provide a link and say, Hey, you want to see the demonstration? Click here,
Pualena 34:32
Right? Yeah, I love it. I feel like there. There are definitely two camps here. And there's going to be a camp that's like, uh uhh, my emails look really cool. And I'm keeping them that way. Which is fine. Like I love. I appreciate really cool looking stuff. But I mean, if we're talking, solopreneur needing to get emails out, not having enough time to do all the things. There is no real huge advantage for somebody who is still really at that stage without having a team or a lot of support to give a good argument on the side of doing lots of like bells and whistles and buttons and images and stuff, so just get the content out there and start helping people. Right.
Kevin 35:15
Yeah, exactly. If you're a one person show, you don't have time for that. Completely. Yeah. Do you want to spend 30 minutes designing an email, and there's no increase in click through rates or, or whatever, and you just spent 30 minutes designing this email. If you have a VA freelancer who can do that, you know, feel free to test it. I don't think it's going to drastically increase your sales. You know, you can, you can test it. But if in doubt, start with a simple solution. It's gonna save you time and it's gonna get you to the result with less effort.
Pualena 35:49
Totally, and subscribe to Sticker Mule's email address or email newsletter and...
Kevin 35:53
I just might, I see something here that looks like, like the MailChimp monkey.
Pualena 35:58
They may, they may do stickers for MailChimp.
Kevin 36:02
Yeah, they might. Okay, custom printed. Yeah. Okay. Very interesting.
Pualena 36:06
Oh, yeah. Yep, they do. Yeah, these guys are great. And their stuff's really high-quality, I promise I don't work for them, I just really like them.
Kevin 36:15
You don't have an affiliate link?
Pualena 36:16
I don't, but I should. Awesome. So I would love to dig in. If you are willing to spend a little bit more time here. Let's dig into leads. And sort of, and I don't want you to give away all your secrets, for sure. But I think that that is a sticking point for a lot of people. Because so for example, with the work that I do, I'll build someone, a website and an online course. And they'll have this, like, amazing digital ecosystem, and all it needs is the people. But that's, you know, that's kind of the next step in the process. And from what I've understood, there's really sort of, at a basic level, two ways to move forward, organic, or paid. And that's really what I leave people with, because I'm not a marketer, and I don't claim to be one, I don't claim to be able to give them advice. And so, you know, it's, it's sort of very basic, like, share on your social media channels, talk to your friends, your family, connect with your email list, no matter how small, or you can go the paid route, and by advertising, Facebook, Google, YouTube, whatever. But after speaking with you, there are other options. And I would love for you to share a little bit about what your methodology is. And your philosophy is on creating and connecting with leads.
Kevin 37:45
Yeah, if you are starting, I would say this, if you're under 10,000 a month, don't even play with ads. I did that, I was playing with ads, it just you burn a lot of money doing it, it takes a lot of money to test, takes even more to scale it. But if you're rockin and rollin, you're making consistent five figure months, start testing some ads. Fine. But to start out, you use organic you start with organic you scale with ads. That's kind of how I see it. Although some people, they never go to the paid route. You know, they make money just by growing their list and emailing them offers and that's what they do. Or they just use social media. But it Yeah. Yeah, like I said, if you're less than 10,000 a month, just forget paid ads right now just do the organic, start growing your list. Now where do you find people? Well, where do they hang out? Right. So it's going to depend on what your niche is. I do more b2b. You know, like I'm working with agencies and ecommerce brands. So it's very easy for me to find lists, there's so many different lead databases. Out there, you have Up Lead as one, Apollo, Lead Shark, that's a new one that I've been seeing. There's also one for course and course creators that I was showing you earlier, it's great info. So you can find people on Instagram, you can get their email addresses. Once you have an email address, you can at least send them a cold email. And that's a, that's a whole different skill, writing effective cold emails. But at least you can make contact with them. Right? And then if you can, if you're ballsy enough follow up with a phone call. If you have the phone number. A lot of times it's hard to find phone numbers for people, influencers, they don't always give their phone number, right. LinkedIn is another one. Even if you're not in b2b, you can still leverage LinkedIn, you can still connect with people who are doing something similar, or who have an audience similar to yours and start creating that relationship. And then maybe you might be able to leverage their email list and create an affiliate. It might take some time to develop that but at least start making some connections. Feel like the more genuine connections you make the more likely or to succeed.
Pualena 40:02
That right there is the sentence. Genuine connections.
Kevin 40:07
Yea, genuine connections. I mean, not just like, likes and follows. And I'm talking about like real back and forth conversations, whether it's email, it's DM, it's LinkedIn email, or in mail, as they call it, phone calls, whatever, start now and then six months, that might be a solid relationship, and they might be promoting you on their email list.
Pualena 40:28
Beautiful. Yeah, I think too, if you are a b2b, you know, if you serve and connect with other businesses or entrepreneurs, it's a little bit of a different space, I find that i i Open cold emails and read them from a perspective of, hey, this person is out there hustling a product that they believe in, it's worth me at least giving them the time to check it out, or responding asking for more information. It, we've sort of been traumatized as a society after the, like 10 years of people having home phone numbers, and all they ever got was spam calls until everybody dropped their landlines. Like it's, it's not something that on both ends, I think entrepreneurs aren't comfortable doing cold outreach, because of that whole experience. And not everybody is willing to accept cold outreach and sort of respond or even look at something with an open mind because of that, but I think things are changing. And I think you're right, if it's a genuine interaction, you believe in what you're creating what you're selling, what you're talking about. And all you want to do is share it and help people and provide a solution to whatever people are struggling with. That experience becomes very positive really quickly.
Kevin 41:48
Yeah, you have to get their attention, you have to be genuine, you have to have something that they want all that. But another thing is we're so used to doing everything virtually, you know, and people in the field don't talk to each other, like family members don't even talk to each other, do this text message each other. And so we've kind of like, gone to one end. And now a call is almost like, unique. It's like sending snail mail. Oh my god, somebody sent me a letter. Like when's the last time you got a letter from me, but it was last time you got a handwritten letter? Now, that would stand out. In 1985, that would not stand out. In 2022, that would stand out. So these days, if you do, if you're willing to get on the phone, I'm not saying you have to, I know I know that can be that can cause a lot of anxiety for people. But if you do that you make that connection. It really is impressive. Like, wow, this person is willing to call me and I don't even know him, he must have something good. So don't be afraid to make these connections. I mean, yeah, social media is great. Get your followers, get those likes, whatever, but have started having real live back and forth conversations with real people.
Pualena 43:03
That's awesome advice. And I, I agree, we don't do it enough. And I think that could really change the game and change our businesses. Yeah. So in these last few minutes, I would love to learn a little bit about how you help people with this new service, and how people can connect with you. If they're like, oh, my gosh, I am all in on this. Kevin, please help me. How can they get in touch with you and learn more?
Kevin 43:30
Sure, go to my Twitter page or my LinkedIn page? Kevin Burciaga. My handle on Twitter is @kevindburciaga not hard to find. LinkedIn is just Kevin Burciaga, and then I do have a website, but the new one is under construction. So don't visit there right now. The old one was a start. You know, it's, it's, it's fine. But you can also email me, kevinburciaga@kevinbdigital.com I'm assuming all of that will be in the show notes. So if you didn't hear that, you can, you can contact me there. But yeah, like I said, I'm easy to find, not a stranger. Not afraid to show my face.
Pualena 44:09
That's awesome. And what kinds of services do you offer? Or are you offering now or planning to offer soon?
Kevin 44:15
I can, I can write emails, I can set up automations. But I'm also selling that service for agencies. And I connect them with EECOM brands. So if you're an E commerce I can I can connect you also if you are a coach or a course creator, I can also help you. I can connect you with people like Pua who do design or if you need somebody to help you build your course. You know I, can I can do that too. So I'm kind of like that, that evil middleman. Nobody likes. Oh, no, the middleman. Yeah, I get it.
Pualena 44:51
You're revolutionising the middleman?
Kevin 44:53
I am. I'm making, I'm making middlemen cool again. Yeah, I'm the middleman. Yes. Well listen, if you went, if you went to Target today you bought from a middleman. Okay? That's what retail is. Retail is just a middleman. And everybody loves everybody. Everybody loves target. So don't hate the middleman. Okay? They're just making it easier for you to find deals and products that you want to use. That's all they are.
Pualena 45:21
They're connecting you with our consumer.
Kevin 45:24
We're just plugging in the Christmas lights. That's all we're doing
Pualena 45:27
That's awesome. Amazing. Well, thank you so much, Kevin. This was awesome. And I'm so grateful to be reconnected with you. I am sure that we are going to do a part two at some point. So keep me posted on if you have any new services that we can help share for you. And yeah, thank you again for taking the time to share today.
Kevin 45:49
My pleasure. Thanks for inviting me.
Intro 45:51
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five star review and tag us on Instagram @pualena.co For a shout out on the next episode. And be sure to visit pualena.com For more info. Thanks again for listening.
Are you stuck trying to create your digital course? Not sure how or where to start? Pualena is sharing a new course creation strategy that turns the traditional way of planning courses on its head! In this episode, she’ll discuss how to use worksheets, exercises, and customer journey outlines to help you finish and launch your course quicker than you might think is possible.
As hinted a few episodes back, sometimes starting at the end is a great way to break out of a creative slump. While you may have learned to start planning your digital course by scripting your videos first, creating the extra content, like a workbook, can actually help you outline your videos easier. There is no right or wrong way to plan and create a digital course. Each individual will find a solution that works best for them, and Pualena is here to help along the way.
Resources:
Kajabi
Bonjoro
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
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Transcript:
Pualena 0:00
And he said, You know, I'm doing a 30 day challenge where every single day for 30 days, I record a video of myself and I post it on Tik Tok. And my business coach is doing this with me and she said that, you know it, you will undoubtedly gain a good chunk of followers just by posting and being consistent. So, you know, there's something to be said about just taking the action.
Intro 0:29
Welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business, you'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 0:58
Welcome to the course creators Academy podcast, I am trying a new setup. And hopefully, if everything goes well, I will be bringing on a new video editor by the end of the year. So we're going to be able to utilize some new tools repurposing some of our podcast interviews for things like social media promotion, which you know, I have a tumultuous relationship with, we're going to be able to hopefully create some actual, like, you know, course material and resources out of some of the podcast recordings. So I am working on developing and sort of revamping and redesigning a physical studio to do, you know, video content. And my hope is to set it up to be a space where I can bring people in and actually do in person interviews. That's something that I have never done in my life. And it just, it seems like there would be more of a personal feel to... I love technology, don't get me wrong. I think the fact that I can, you know, yesterday, I spoke with somebody on Zoom, who lived in Australia. And it was like, you know, we were in the same room, even though it was literally tomorrow for him. It was crazy. So zoom technology, all of it, I love it. It's amazing. It makes connecting with people so easy. On that note, I have to share… My grandmother, my, my dad's mom once told me to not take for granted how easy it is to talk to my sister. You know, she's like, Do you guys ever call each other and we're like, oh, not really. And she's like, Don't ever take that for granted. Because when I was growing up, when my sister and I were living apart, we had to record our voices on a record and mail it to each other. So I imagine there was a cost involved with that, there's a limit to how much you can record on it, you know, and there's just all of these, these barriers to being able to communicate. And we definitely take for granted how easy it is, you know, it's free, essentially, to be able to communicate, you have to have an internet connection or a phone plan, right? It's not actually free. But let's just take a moment and be really grateful for what we have.
Pualena 03:33
But anyway, yeah. So I am really, really excited to finally be entering the realm of video and really utilizing it across all of the platforms that make it really just a beautiful tool at our disposal. We all have cell phones, right? Like we've all have these, these tools that we are able to create and produce video with and a lot of people including myself, I put all of these sort of fake requirements in place, right? I have to have the right software, I have to have the right equipment, I have to have, you know, I have to be able to do cool editing. All of that really isn't true. You could just take your phone and hit record, record a video loaded up the way that social media is intended to be used, right? It was invented so that we could have this sort of real time relationship with people, take a picture and post it. You're not supposed to edit it. You're not supposed to filter it, but we do. Right. So it's become this other thing which allows us to make excuses for ourselves. So as sort of this selfish, yet inclusive challenge. I was speaking with somebody, one of, one of my friends and we sort of, do like collaborative business ventures together. And he said, You know I'm doing a 30 day challenge where every single day for 30 days, I record a video of myself and I post it on Tik Tok. And my business coach is doing this with me. And she said that, you know, you will undoubtedly gain a good chunk of followers just by posting and being consistent. So, you know, there's something to be said about just taking the action.
Pualena 05:23
So on that note, today, I'd love to chat about action. Action. That was the Movie Action thing. What is that thing called? Does anybody know? I'm sure I could Google it? You know what I'm talking about? Where are they? Right? Like Scene one, take five, action, click anyway, is that does that sort of serve the same purpose as when you're recording audio and video, and you clap in front of the mic so that you can align the spikes. Anyway, tangent. So talking about action, there are two, there are two things that I want to talk to you about today, in regard to action. The first is you taking the action. So this is, this is sort of coming from the frame of creating your online course. Now, you all, you all know that I have been brewing a course, and have been struggling with the same things that our clients struggle with. And it's really opening my eyes to how we can connect ourselves and align ourselves with the actions that we need to be taking in order to actually bring this course to fruition. So one of the things is just, take actions. And if you need some sort of external motivation, or accountability, a great thing to do is find a friend, find a group of people do a challenge, record a video a day for 30 days, this doesn't have to be a tick tock video, it can be your course content, the end of the month, you've got 30 videos, and that's probably a course, if not more. So that is totally an option. Now, when we talk about taking action, if you are, you know, listening to this, if you have a coach, if you are reading, things that are in alignment with the things that you want to be doing in your business in your life, you probably are looking for taking the action, you're looking to take strategic action, you're looking to take intentional action that is designed to sort of push you four steps ahead, instead of just one step, right. There's nothing wrong with one step. But if we can take four steps, right, if you can climb that staircase, and skip a step, every time you're gonna get there a little bit faster.
Pualena: 07:43
So let's talk about strategic inspired action. When it comes to creating your course content. Now, this is going to be a little bit like Inception. So stay with me. You're going to be like this is playing off of a podcast episode that hopefully you listened to a couple of weeks ago where I talked about creating your workbook and your worksheets for your course, as the first thing that you do. So there's your first action. Look at your client journey. Look at the trajectory of what you want your students and your clients to go through from start to finish. What is the result that they're looking for? What are they struggling with at the beginning? And what does that journey look like? So you're gonna have to map that out first. Then once you feel like you're clear and aligned on what that looks like, you want to sit down and start creating the exercises. This is different from the guidance that I've given in the past. Okay, so first step, outline the client journey, right? Where are the quick wins? Where are the slower bigger wins, right? It's just we really want to get clear and sort of map out our outline. Then when we have a good idea of, like, okay, this is lesson, this is module one, this is lesson 1, 2, 3, 4, 5. Within that first section, we can then start thinking in terms of actions and exercises, which is what a workbook and worksheets are designed to do. Where this is different from what I used to guide people through is, you know, we used to like, script out the video, so it'd be like, Hi, welcome to the course on how to build an online course. In this lesson, we're going to talk to you about how to put together an outline and bla bla bla bla bla, and then from there, you'd create the worksheet. Now there is no right or wrong way to do this. This is just almost like a hack to flip the traditional model on its head. If and when you start to feel stuck. And this could work better, right? Let's just experiment with it.
Pualena: 09:53
So, outline worksheets. Now your worksheets are designed for action, they are designed to create an experience. They are designed to create a result. Okay, so if you can build this into your course, if every lesson has a worksheet, and every worksheet comes together and creates a work book, that is a workbook of results, it's a workbook of actions. Okay, so create what that experience is going to look like. And we don't want to, we don't want to overwhelm. And we don't want to create busy work. Okay, so don't create a worksheet for the sake of creating a worksheet. If you know that you're going to have one module and five lessons in that module, you don't have to have five worksheets. Okay, you can plan to have some of those lessons just be recorded videos that are designed for guidance and support or, you know, some people have things like they'll, they'll do, let's say, four lessons. And the fifth lesson is a meditation, you may not need or want a worksheet that couples a meditation, right? So use your judgment. Again, we want this to be beneficial. We want these to lead to tangible actions and results. So just sit with that. But you know, keep that, keep the big picture in mind when you're creating these exercises. And these were worksheets. The other thing that I found is starting to happen is when I'm looking at my outline, and I had these concepts that were sort of intended to be separate lessons, they are starting to become combined. So what I want you to do is release your... sort of your... not control, but you're I don't know what the word is, it is Friday, release your attachment, there it is, release your attachment to the outline, in its current form. Because when you do start to create these experiences around the outline content, things may change. So I'm finding that my course is actually going to be a little bit shorter than I thought it was going to be. And that is awesome. I don't want a course, like a lot of people say, Oh, I have 100 hours, you're gonna get 100 hours of content, and you're gonna get 50 videos. And that all sounds great, maybe in like a pitch or on a sales page. Although personally, I think that sounds really overwhelming. And I don't actually think that bombarding people with like, more content is a selling point, at least not anymore. People want results, they don't want to know that they're going to be spending more of the time that they don't have consuming your content, right. So if you can get them the results in a shorter period of time, that's where we're winning. So be open to shifting your outline as you create your worksheets in your workbook. Now, the next step is using your workbook and your worksheets as your guide to scripting your videos. So like this is so cool, you're gonna most likely deliver some sort of, you know, content, some meat of your lesson in, like, an almost like a lecture format, right? We're going to talk people through these things. And what you can do now that you have your workbook is you can break up that content. So when you hear the word lecture, don't you automatically already just go like, oooh goodnight, I like, let's not. So breaking things up by like, you're going to talk for a couple minutes. And then they're going to do an exercise and you're going to talk for another five minutes, and then they're going to do an exercise. You can have that all in one lesson. You don't have to give content exercise worksheet, cut the lesson. You can sort of let them go back and forth, do the Tony Robbins thing of like, okay, pause this tape and go ahead and do this journal entry, remember, and he would be like, Did you pause? I don't know. It was literally a tape like a cassette tape and you would pause it. And anyway, you can do that. Okay, so you can say, Take five minutes, hit pause, take five minutes, do this exercise on worksheet one, and then come back, we're going to talk about exercise two, and let this just be a journey. Let this be a true experience where you are taking your student or your client by the hand and you're walking them down this path. And then you're going to stop at this roadmap, this road sign it's what it's called. And you're gonna, you know, read like you're walking through, like a botanical garden or an outdoor museum or an indoor Museum, right? Like, you're going to stop, you're going to admire a tree or a plant or an exhibition, and you're going to read about it, there might be some sort of hands on element to it. I really like children's museums, because it's really fun. Like, I just love that interactive component, which is what a worksheet is, right. And, lastly, this is optional, and highly encouraged. If you feel like you can put the systems in place to continue to do this, when you are growing.
Pualena 15:33
So, speaking of interactive components, what I would love for you to do is start to weave in engagement. Hey, so let's think about, if you have, think about somebody that you really respect in the industry in the space that you're in, maybe you've listened to their podcast, maybe you watch them on YouTube, maybe you've read their book, and you've decided to opt into a program that they're running. Do you feel like you're gonna get more out of that program? Do you feel like it's a very special high level worthwhile experience, when there is some sort of an interactive feedback channel, maybe the feedback is coming from one of their coaches or their staff that you know, have been sort of trained under them, right, that's still really special, it's still really cool. So if you feel like you personally may not have the bandwidth to be able to engage in that way, perhaps bring somebody on or assign that to a team member who would be a really great fit for that kind of engagement. If it can be you, that's amazing. And you don't have to do it. It's not an all or nothing, you can share the load. So I recently chatted with a guy named Matt, who is one of the founders of Bonjoro, which is a video platform bonjoro.com Look it up. It's amazing. I, their company, culture is so fantastic. And he as the CEO, still responds to emails, he still said, he's like, I send like 10 videos a day. And that's part of their culture, that's part of their onboarding process as part of their customer support is, they use their own platform to send videos, like they just, they walk their talk, it's amazing. So, but he's not the only one who does it. Right. He has a co-founder who also does it, he's got a team that also helps with that, because they have a growing clientele base. So I say all of that, because if you have exercises, worksheets, workbooks, that's a great opportunity to also invite them to share their results. Okay, and it doesn't have to be every single one, it could be you know, every identify some of the journal prompts that you want them to share either with you in the form of a feedback form, or a comment or an email, you get to decide what that process and that system looks like for you and your business. And it's a very, very loving and high touch feature to your program. Not required, but something that I at least recommend considering. If you're using Kajabi, you can simply turn on the comment feature and invite people to comment below the lesson. It'll be public to any of the other students, they can respond to each other. If you're going to do that, I highly recommend assigning somebody to just moderate those comments. So, just in case, like we just want to keep our spaces safe and loving and comfortable. So, just something to be aware of. But yeah, that is kind of all I got. I am really, really excited to hear. If you're inspired to implement any of these ideas and strategies. If you're working on a course, is this inspiring you to sort of shift the way that you are creating your course or infuse some of these new tools and strategies into your course creation process. And I love feedback. So if you have feedback on the show, if you have feedback on the guidance on the guests that we're having, definitely feel free to reach out: pualena.com is my website, you can submit a contact form there. You can find us on social media @pualena.co, I would love to connect with you. I would love to hear how things are going for you and keep crushing. I'll see you next time.
Intro 19:37
Thanks for joining us for another episode of the course creators Academy podcast. Join the conversation in the course creators clubhouse on Facebook. And if you love this podcast don't forget to subscribe and share the love with a five star review and tag us on Instagram at @pualena.co For a shout out on the next episode. And be sure to visit pualena.com For more info. Thanks again for listening.
For any business owner who has felt their self-worth tethered to the success of their work, courses, or even the success of their clients, this conversation is a must-listen. Pua reminds listeners that as an entrepreneur, you are in control. Your successes, mistakes, and failures are all valuable data you can use to improve, while Pumehana teaches listeners that powerful transformation comes from awareness, reflection, and action. Get ready to leave this episode feeling renewed confidence in your purpose and passion.
This episode is for all the business coaches, entrepreneurs, and anyone aspiring to be one. Pua and Pumehana go deep into how to achieve true transformation, endure the hardships of entrepreneurship, and know when to walk away from a business idea or venture. You’ll gain insight on how to feel more grounded in your business, how to adjust your mindset, and where to find community and support.
About Guest - Pumehana Palmer
Born and bred on the island of Oahu, Pumehana Palmer is a mindset coach, host of the podcast “Seeds of Growth,” and expert in the residential Hawaii real estate space. As someone who spent most of her life tethering her identity and self-worth to other people’s opinions and expectations, Puemhana found the will to reclaim her power and start living a life of alignment and inspiration at 33. Today she aims to be a sage on the journey of each of her clients. Her belief that true success happens from the inside out helps her plant seeds of growth and transformation in others, one powerful conversation at a time. She’s coached extraordinary female entrepreneurs from an array of businesses to find radical self-awareness and challenge their own beliefs.
Resources:
Jim Kwik
Ryan Holiday - Discipline Is Destiny
Elizabeth Gilbert - Eat Pray Love
Rich Litvin - mindset coach
Seeds of Growth podcast
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Pumehana Palmer: website | instagram | linkedin | podcast
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Transcript
Pumehana 0:00
It's the overwhelm and all of the things and at the very, very root of it, we as humans are looking for safety and security, safety and security. And for us if we're going to find that in our own limitations, if we're going to find that in what we know, then that's what we're going to go towards.
Pualena 0:24
Welcome, welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
I start every podcast by saying like, I'm super excited to talk about, talk to, but I really am, like, I'm, I'm legitimately so pumped to be talking to you today. And I, I want to, like, reverse our conversation to go back to the part where I was like, let me find your, your bio, so that I can read it on the recording. And then you were like, Did I send you one? And you didn't.
Pumehana 1:20
I didn't.
Pualena 1:21
Wow, and I was like, everybody hates their bio.
Pumehana 1:24
We all do. Because that's one of the things especially as a business owner and entrepreneur, we're like, it's their first impression of us, even though our, what is it, our headshot, and our brand photos are also their first impression of us. And then you just want to make sure that everything is just right, and you use the right words, that makes the customer, the client say, I want to work with her. She seems super cool.
Pualena 1:54
Totally. And writing your own bio is also notoriously really difficult.
Pumehana 1:59
Agreed? Agreed. Because we all have a really difficult time. Well, some of us have a really difficult, difficult time with talking ourselves up.
Pualena 2:11
Totally. And you are, okay, so we're just gonna like, we're going to build your bio as we talk. So people will, you'll just be this mystery and will unfold, peel back the layers as we go. Oh my god, I freaking love that. Let's do it. All right. And then the listeners will write your bio at the end of this episode, and they'll submit it to us and then we'll pick our favorite.
Pumehana 2:34
Yes, I like that. I like that a lot. You're amazing.
Pualena 2:38
Awesome. Okay, guys. So submit your bios for Pumehana to info@pualena.com. I'm totally serious. And we will choose a winner.
Pumehana 2:47
We absolutely will. What will they get? They will get a free mindset coaching. session with me. Free? Yeah, absolutely.
Pualena 2:57
Oh my god, epic. I'm going to submit one too.
Pumehana 2:59
Yes, you absolutely should. Awesome.
Pualena 3:03
Well, on the note of mindset, and on the sort of thread of why is it difficult to write our own bio? Why is it difficult to pump ourselves up? Why can't we see our own amazingn, we now know as of 10 seconds ago that you are a mindset coach and so much more. I would love to hear just you know how you got into this space? And, what about mindset lights you up? And? And you know, just, yeah, share?
Pumehana 3:35
Absolutely. Thank you for asking that. That's a huge, that's a huge question. And I'm gonna get to the very root of it. Because at the very, very root of it, we're going deep, guys, we all feel like we're not enough. There is all for all of us there is either, you know, a hint of, or a very large thought of I am not enough. And from there just all the things all the insecurities just pile on. And then it's hard for us to sift and sort through what we think our truth is. And we are always so, so attached to us being right. In our own limitations. I think I've heard from Jim Kwik, he's a brain coach and entrepreneur, very much a big name in the mindset space. He says that if we fight for our limitations, we'll win. We always do. And it's fun though, because, there's some of us, who we turn it into humor, you know, the self-deprecating jokes. It',s it's, you know, kind of fun and funny to make fun of ourselves. But then when it comes time to brand ourselves to sit down, and tell the world why we're awesome. We ultimately, like, our subconscious calls bullshit on it, right? Because all we see is the areas that were not enough. Or even for me as a mindset coach mindset and growth coach, oh, there's always, there's always an area that, that I can be better than I can grow, right. And I think what we need to do is really start from, we have to start from somewhere. And even if that base level, of is of I don't, I'm, I'm not where I want to be. It's like, we're still somewhere on the map. Right. So if we think of a journey, hi, you just went to Africa, you know, you started from Hawaii, right. And in order for you to, you know, coordinate that trip to get from Hawaii to Africa, you need to figure out where you started where you are now. And Hawaii is where you started, Africa is where you want to go. And then there's steps that needs to be taken, and risks that also need to be made, you know, to get there. So I think that's what a lot of, you know, humans and entrepreneurs, really, really struggle with.
Pualena 6:19
Oh, my gosh, this is going to be my favorite episode. I think, I already know it. I have so many questions. I, it's, it's funny, you said the Hawaii to Africa example. I talked to someone earlier. And she was like, oh, man I've been, I've been wanting to travel, I want to go to Kuala Lumpur. And I just couldn't figure out how to make it work with my schedule. And I just don't, there's no good time for me to go. And I was thinking back on this trip and how I had all of these thoughts, where it would just be easier to cancel the trip. I thought that for months, you know, it was just like rescheduling calls that accidentally got scheduled during that time, or having clients who were launching while I'd be gone are, you know, like, all of these things that feel very heavy and like, not possible for us, in the moment. And then there's the whole, like logistics of the trip? And what's going to happen when we get there. And what is this going to be like? And did we choose a good hotel? And there are so many potential realities. And I think we do this to ourselves in our heads as entrepreneurs, as you know, as friends, as parents, as siblings, as daughters. It's like, every situation that we're in, we create these scenarios that could happen. And those scenarios keep us from taking action. And it's not until you're like you know what the flights booked, I'm leaving tomorrow. And whatever happens when I land, I'll deal with it there. And that's where the magic happens. So what I would love to pick your brain about is a lot of our clients are course creators, and when it comes time to start creating the course content, and I'm gonna say clients because I get to like, deflect on them. But this is also something I'm going through as someone who's putting a course together who is feeling stuck. There's the there are all of these, like fake limitations that we put on ourselves and blocks and excuses of like, why we aren't moving forward, whether it's you know, you're not actually putting the time into creating the content, you're not recording the videos, there's something that you're not doing, and you are you've given yourself an excuse as to why you're not doing it. And as soon as you do it, you'll be like, Okay, I'm going to do this now I'm going to figure it out on the other side. But that action is not being taken. What are your thoughts on that?
Pumehana 8:49
I am so glad that you said that. I really am. Because it is, it's all of the things. It's, it's the overwhelm, and all of the things and at the very, very root of it. We as humans are looking for safety and security, safety and security. And for us if we're going to find that in our own limitations. If we're going to find that in what we know, then that's what we're going to go towards. Actually, I didn't get into an argument with someone about this, but I had a conversation. It was well actually quite honestly, I didn't even let it get to the point of me, you know, challenging her thought process. She shared something with me. And it was at that moment that I was like and this is where the relationship ends because on a very base level we do not see eye to eye. So I was talking to her about safety. And I was saying you know in these situations, I didn't share this information with you because I didn't feel safe. I didn't feel safe and she came back at me and said, it's not my job to make you feel safe. It was, she was a leader, she had a leadership position in my life and in my career, so she said, it's not my job or our job to make you feel safe. Safety is... the need for safety is bred from fear and mediocrity. And I knew Yes, to an extent she absolutely is correct. However, if you think of a child, a child on the playground, is more willing to climb to the top of the jungle gym and take those risks when mommy or daddy is there watching them, when they feel a sense of safety and security in the choices that they make. But granted, sometimes they are just just blithely unaware of the risks. However, for those children who know that whatever happens next, they're going to be okay, if they can take those risks. And I think that's where a lot of faith and security comes in. Yes, faith in the tan... well, the more kind of intangibles are, well, faith in maybe your money, the money that you have in the bank to make a big financial risk or an investment, right? Or faith and security in your skills that, hey, if I take this step, and it doesn't work out, then I'm gonna be okay. That's why you hear, a lot of the, you know, millionaires, entrepreneurs, high achievers, that they lose millions, they lose their money. And then a year two, three years later, they're back up. Right, because they had a sense of safety and security in their skills, and in their experience to be able to recreate, either recreate their success, or, or create a new type of success.
Pualena 12:04
Absolutely.
Pumehana 12:05
One more. One more note that I do want to make or point that I do want to make is I was reading a book called just, Discipline Is Destiny by Ryan Holiday. So I wouldn't call myself a stoic, but I really, I agree with a lot of the stoic philosophies. And there was a story in there about oh, I can't remember her name. But she was a choreographer. She was a theatrical choreographer in New York, I think. And she was known for self-sabotaging, right? And constantly, like breaking down and having a really, really hard time finishing her, her pieces. And it was a conversation with her musical director that had said, you know, you cannot make your sixth masterpiece without making your fifth hmm. And in that same vein, you cannot create your seventh or eighth masterpiece without your sixth. So just keep going. And for the creators, just keep creating, like, it's not going to feel 100% It's not. AndI think there was also, even a there's an interview that oh, goodness, I can't remember her name. Who wrote Eat Pray Love?
Pualena 13:34
Oh, we can Google it.
Pumehana 13:38
Or should we just put it in the show notes? We should put? Yep. And put it in Show Notes credit where credit is due friend. Oh, goodness. Yeah. So the author of Eat, Pray Love.
Pualena 13:48
Elizabeth Gilbert.
Pumehana 13:49
Thank you, Elizabeth Gilbert. Hats off to Julia Roberts for playing her, so well. Elizabeth Gilbert said in an interview that when she writes her books, yes, absolutely, that it's a baby that she birthed. But then once it's out in the world, she detaches from it, because it's no longer hers. And she does not identify it, identify with it, like her identity. And her worth is not tied to that thing that she created, I think that's where a lot of us, I myself as well. And as I can see you too, right? We are so attached because of the blood, sweat, love, tears and really ourselves that we put into the content that we're creating. That it takes a lot for us to detach and say, Okay, you're on your own.
Pualena 14:45
Totally.
Pumehana 14:45
Yeah.
Pualena 14:46
Yeah. And it is. I mean, it's a labor of love because you're not getting you don't have a boss paying you hourly to create the content. You are creating the content with the faith that people are going to, I see enough value in it to pay for it to recoup all of that energy that you that you put into it. And I think you nailed it on so many levels. To detach your self worth from what you create means that you then get to take any feedback that comes through, whether it's positive or negative, people loved it, they're seeing transformation they are, their lives changed. And the people who never finish it, the people who say this is garbage that people that ask you for a refund, because both of those will happen. And neither of them means that you are an amazing or a terrible person. They are just data.
Pumehana 15:42
I got chicken skin when you said that.
Pualena 15:44
Right? But it's not, like, I can say it all day long, but can I detach myself? You know, like, it's so we're so proud of what we create. And that's the other thing that like when we're writing content, or copy for like a landing page for something that we're selling, or even if people are on the phone on a sales call, they're just babbling about all the amazing, awesome things that they included in their course. And the person on the other end doesn't care, they only want to know that their problem is being solved. And this, this whole space, this whole mindset and like psychology around, you know, online courses, and being an entrepreneur and selling your courses and your products and your gifts, it is there, there's so much data that can be extracted from the actions that we take every day. And that attachment to outcome and that like emotional tether that we have to things that we create, keep us from seeing the data that's going to help us to grow. And that is the I wrote down safety and security, like on my desk with a marker. Because that's the other thing that you said that is like, more true than anything in the whole wide world. Like we want safety and security over everything. And the world of entrepreneurship is so unknown. It is so unpredictable, right? No wonder we all get scared every day and don't take actions and then look back. And they're like if I had only done this sooner, and all right, I just thank you for saying that. Because I think above all else, it's reassuring that we're all not crazy. And that there is support. If we're feeling this way, right?
Pumehana 17:28
We're all feeling the same way. Absolutely. I want to go back to what you said. How this is all data, it's just feedback as data, right. And I think again, with that tether that you were talking about, of our emotions, I think a lot of us forget that our emotions and our feelings, that's data too, right? And it's, it's so real to us, right? It's just, it's a reality. And we feel it on a visceral level, it's chemicals in our brains that's causing us to feel, you know, a certain way, happy, sad, overwhelmed, you know, on fucking fire or lit up because we just put something that made us feel so good out into the world, right? Or overwhelmed and whatnot. But it, it's data, and if we can allow for that detachment and separation, then it's, it allows us to move through it a lot better and faster.
Pualena 18:33
Totally. And what, what recommendations do you have for so if somebody's like, okay, I get it. It's data, like I'm going to start paying attention to it in that way. What are next steps for people in terms of actually taking action based on the data?
Pumehana 18:49
So I am a big believer, and I subscribe to the idea that change is when awareness meets reflection meets action. And transformation happens when you do it over and over and over again. So,
Pualena 19:07
Can you say that again?
Pumehana 19:09
Sure, absolutely. So change is when awareness meets reflection meets action. And transformation is when you do it over and over and over again.
Pualena 19:24
I'm just, I'm just like absorbing that. Okay, go on.
Pumehana 19:28
And I think before you even take any action, you need to start off with awareness. You need to start to be able to recognize the triggers, the patterns, and even just the feelings. Start to recognize it as if it's an old friend, again, with the non attachment and the non judgment. It's just like, whoo, I just flipped out on that guy. That's interesting. And leave it at that. Or if you want too, if you get to that point in which you're like, I wonder why I did that. And then again with the non attachment, and it's gonna happen, and for all of you entrepreneurs that are parents out there, you're gonna flip out on your kids, cuz I have done that many times. And I'm like, Ah wonder why I did that. Oh, because I didn't finish all of the things that I told myself that I was going to finish. And I took it out on her. She just came home from school, and she has no idea. And it's just the, the noticing of the patterns and noticing, just noticing, and just noticing, and then letting it go. And you're gonna get to a point where you're just you start to get tired of it. You're just like, it's not okay. It's not okay, because we as human beings, we are wired for growth, we are wired to get better. Why do you think we, we have lasted, you know, milli Oh, like all these years, not millions, obviously. But all of these years as a species, because we have the gift of cognition and of growth, and of curiosity. So just notice it first, then reflect on it. Ask why. And then just keep asking why. And then, again, we also have the gift of intuition. And we know, we know what could be done next, we know what we need to do next. And it's a risk and we need to take action is a risk. And then it's just data. And you're like, oh, that didn't work. Let's try something else. Or hey, maybe let's try it again.
Pualena 21:47
Oh, that's brilliant. I like, to me, this feels almost over simplified in the best way. Because it's, it's not any more complex than this. It's awareness. It's self reflection, its action. Its failure, if you don't like you, these are all things that we experience every day. But without the awareness, we don't even realize we don't realize we achieve things. We don't realize that we took actions, we don't realize that we moved things forward. We don't really, sometimes I talk to people and they're like, like, I log into their, their, their platforms. And depending on the level of access I have, I sometimes can see like, the number of sales that they made that week. And so sometimes I'm like, You've had a great week, and they're like, I did? You don't track your stuff like it's and it's not their fault, we are busy, we just don't. It's a muscle that has to be intentionally strengthened. And if you get nothing else from listening to this episode, what I would love for you as our listeners to do is figure out how you can remind yourself to start like logging, things, just being aware, right? Like writing things down. And you don't have to like write down everything, I... 605, press chief, you don't have to do that. But like if we can create a log of accomplishments, and a log of failures, and a log of actions, and a log of emotions and a log of feedback, right and start to create a muscle around seeing these things as data and reflect on them or not. I love that you said that. Like you're either you know, this happened. That's interesting. Let it go or think about it and adjust right but removing the emotional attachment from the things that happen to and for us every day. And also like such an important part of this is being aware of things enough that you can celebrate yourself. Because we often only remember the things that we did, quote-unquote wrong. Right? Like, oh my gosh, five people bought my course this week. But one person told me that lesson two, the audio was bad and that's the only thing I'm going to remember.
Pumehana 24:13
That hurts my heart. I mean,
Pualena 24:14
I know!
Pumehana 24:15
But that's exactly what we do. Like that's exactly what we do. And, and I think too, for for me if you I'm sure that you have coaches out there as clients and listeners, there is this one coach that I follow that has just he is goals man, his name is Rich Litvin. He himself is a mindset coach as well. But he puts out this weekly newsletter and he says that as coaches you know, we, we are supposed to celebrate. We're not supposed to celebrate our clients’ wins, which that, like stopped me dead in my tracks. I was like, Whaaaaat? You mean we're not supposed to celebrate their wins? But he said that Because the winds like, it fluctuates, right? And just like us, like we're high or low or high that we win, we didn't win or, you know, we had failures of sorts, but I believe failure is I believe that the ultimate failure is giving up. But anyway, he says that as coaches, we are supposed to celebrate a client's actions.
Pualena 24:34
Yes!
Pumehana 24:35
Right? And it's because it's hard. And they say, they say, like, you know, it's not, it's not always a destination, it's the journey, right? But it is, it's like, that's the thing with life. And this, this is also something that I learned in yoga, because I am, I am a certified yoga teacher training anybody else who's tracking the bio. I'm a certified yoga teacher. I did my 200 hour course. But I have never sat in an I never saw myself as one of those likes, sitting at the front of the class. Okay, class, I'm to settle into your mats, but I could if I wanted to. Anyway, yoga is, yoga is the push and pull of a posture. It's the dichotomy. And that's what life is, there will always be a push, and a pull that allows for equanimity, I don't want to say balance. Because even if you think of trying to balance on, on your foot on one foot, you know, if you really tune into it, you can actually feel the subtle action or like movements and counter movements in the muscles of your feet. Balance is not rigid, rigid, stillness. Balance is merely counter actions of movement. Right? So there is no work life balance.
Pualena 27:00
Amen!
Pumehana 27:01
There is a work life, equanimity, you know, and there's fluctuations. And that's life. Right?
Pualena 27:10
Totally. Oh, my gosh, you reminded me of something that I, sort of like came to me as I was teaching a workshop. And I told myself remember this because it because it's true. And so I was teaching a workshop on how to craft copy for a landing page, or how to create course content in the framework of a story, like a storyline, right. And when people dive into this, it's a really interesting process, because we have this subject that we want to teach on. And we have our inspiration on why we want to teach it and why we think people are going to get value out of it. And then we start brain dumping, and we're trying to figure out like the best order of how to deliver the content. And the goal always is transformation. Right? When we have a course we want to take somebody from where they are in Hawaii, and take them to where they're going to be to Africa, right, the transformation. And that we often attach the word success to the transformation, I want them to have a successful transformation. Nobody wants them to have an unsuccessful transformation, right? So we go through this process where we talk about almost creating like it a movie, like an entertainment value around your course content so that people are invested in their own story. And they want to come back for more, right? And so we follow this like, story arc. So one of the examples I gave was I practice jiu jitsu. And a few years ago, I decided I wanted to enter, enter a tournament. So I tell my coach, and he says, Okay, this is going to be how we're going to train. You're going to come on these days, we're going to, you know, do these drills. And then once a week, we're going to do like live training and rolling. And it the transformation that I was seeking for my coach was to enter the tournament, and I was training to win, right? So I go through all this training, I learn skills, I acquire knowledge, I spend time on the mat. I enter the tournament, I do my three minutes. And I lose. And I'm like, did my coach fail me? Did I have an unsuccessful transformation? Absolutely not. Because I then had knowledge and skills and experience you know, two months worth that I didn't have when I started so Was I going to ask my coach for a refund? No. Was I going to blame my coach? Because I lost? No. In fact, losing in something like that, you remember what you did, you remember the mistakes that you made. And that is valuable in itself. So I know it's not necessarily like a direct example, to course creation or whatever. But we also have to detach ourselves from the success of our clients and our students. Because even if they don't succeed, and they don't achieve the transformation that they thought they were going to have, going through the process still allows for growth.
Pumehana 30:39
I absolutely love what you said, I remember you actually told me that story when we first met. You did? No, you did. And I absolutely, like you're 100%. Correct. And what came to mind when you were speaking was that there is success and there's transformation in the mistakes. And that's just part of the journey. That actually reminds me of something that I experienced in a conversation that I experienced with a mentor, back in August. And I had ask, asked him, we were in a conversation, and it was a pretty heated conversation. But I had asked him, you know, from where I was, when we first met, almost five years ago, to where I am today. He's like, would you consider me a failure? Would you consider that a failure? And he was looking at it from, from the perspective of him as a leader, and the influence that he had on me and the impact that he had on me. And I asked him, I was like, from where I was, to where I am today? Would you consider that a failure? And he, he didn't just hesitate? He actually didn't really answer. And I was like, Are you serious? And he's like, Yeah, because you have so much more potential, like you could be so much better. And again, that was another conversation where I was like, and we're done here. Mm hmm. That relationship was just like, okay, you've given me I have taken as much as I could. And we have, we have gotten as much as we could from each other in this relationship, because I'm like, Oh, my goodness, that's how I felt like, oh, I will never be good enough for you. And it wasn't even apparent. But I did, I did put him in that parental role. Right. You know, big T, little t traumas, whatever reason, but, but it was just that, that, you know, when people don't recognize the journey, and they don't see the value in the mistakes, because they are just as valuable as the, quote-unquote, successes. So that's, that's huge. And also for you to be in, I took a jujitsu class once, I may or may not go back, asking me to come back. But it is humbling. And honestly, it's actually really intense, like, exercise in mindset. Because you literally put yourself in, like you put your body and your mind into a fight or flight, you know, position and mode. And it's so hard. It's so difficult and your mind is racing. And, and for you, I mean, you've trained, right, so, so you need to train your mind and your body to do the moves and the positions and remember, step on the belt and shrimp and all the things that I watch and watch my daughter do it. She has been going to jiu jitsu for, aw man, at least three or four months. And that poor girl because again, when the coaches, like, tell you they model the moves for you, and they tell you like 17 steps and after like the third step, you're just like, your brain is gone. But I I admire her so much. I admire you guys so much, jiu jitsu is not easy. It's not easy, but I can imagine it's so empowering. Right?
Pualena 34:41
Totally. Yeah, I think it's, anything like yoga is very intimidating to me. I don't I don't understand it. My body doesn't understand it because I don't practice it. You know, it's, it's very foreign to me. Anything that requires you to be present to put time into practice to do, to train, including things like showing up every day for your business and showing up for your clients. Right? It's, it's that muscle that we build and it's showing up for yourself doing the mindset work that's necessary for you to be okay. Like all of this. It requires presence, awareness, intention, the desire to be in this space, right?
Pumehana 35:28
And to an extent, bullheaded, bullheaded relentlessness. Like, you need to be giving to something that is just so much bigger than you. And, and I remember I was coaching a client once and she, was she was in the beginning of her business. And we were kind of in that same area. She had her business for about a year, and I was just starting off my coaching business. And I asked her, I was like, but at any point, did you get to the point of just, I give up? I can't do it anymore. And she's like, not to the point where I did it. But there were times when I was like, why am I doing this? This is so hard, do I really want to be doing it. But you show up the next day, you show up the next day, because there's something in you and you have to listen to that. That's that's the thing with with entrepreneurs with, we are a rare breed that we we can find that thing or we are so in tune with that one thing that you're just like, No, this is something that I want to do I have to do it, there's something I have to do it. Not a lot of people can do that.
Pualena 36:50
Totally. And I it's, it's a calling, it is a feeling. It's an intuition. And something like you've again, you've just, like, dropped so many nuggets every time you speak. But there's like, there's always this pull in opposite directions, where and people have asked me this straight up I've, had I've had business in the past, and I no longer have it. And so you know, there's always that point where like, how do you know when to wake up the next day and just keep going. And, you know, believing that you're almost there, or knowing that like the sun has set on this, and I no longer feel connected to it, or I no longer feel like it's viable. You know, like there is the finest line on the planet is that line? And I'm curious what your thoughts are on that.
Pumehana 37:52
So I actually, I don't think I have the answer for that. I'm curious as to what it was like for you to decide when it was time to walk away. And I love how you said it was said it was the sun had set on it. Because giving up and walking away are two very different things. So you tell me, what was it like when? What was that, that kind of journey? Like, to the end?
Pualena 38:22
Yeah, I mean, it was, well, I had a business partner. So that in and of itself is a gift. And if you have a business partner out there and you're listening, like cherish them and know that like having somebody to just reassure you and to ask questions to even like, you know, if you don't agree on something, having those conversations, when you're on your own, and you have those conversations in your own head. When you're doing that, like if you're like oh, that's me, find a coach, find a community like find somebody reach out to one of us. But I would say like, it also being in partnership kind of also made us fight for the business for each other when it had sort of already been dying within ourselves individually. So there is, there is that part of it as well. And I think we as people, as you said, we are hardwired for growth and change and curiosity and, and evolution. And our businesses will often follow that if we allow them to which we should. So you know, our business at the end was completely different from the business that we had at the beginning. And it was, you know, five or six years of each of us evolving as individuals and changing and changing our why and changing our inspiration, our motivation and our lifestyle. And so that's a lot of variables to be sort of combined into a partnership. And, we for a very, very long time we, we took actions. We, we, you know, stepped into the unknown, we launched programs and packages, and we, we had amazing clients. And we always felt like we were almost there. You know, like, we're like, oh my gosh, this is this is it, this is this is the program, and then we launch it, and then we'd adjust it. And then we'd have another idea. And then we'd launch that. And there came a point where the fighting for the almost there felt like it was overtaking, fighting for the reason why we were doing what we did.
Pumehana 40:35
Which is really interesting to say that, again,
Pualena 40:38
I'll try. Like, I think we, we began to have interests, like the business allowed each of us to grow in ways that we didn't expect. And we both wanted to grow in those ways. And those became our why's. And those became our inspiration and our motivation. But they were separate. And I think it's we slowly realized that they were, that they were separate. And yet we fought for this collective thing. Because we, we wanted it for each other more than we wanted it for ourselves. So and like I, it was such a beautiful experience. I love my business partner. And we she has a thriving coaching business now. And I moved into design. And I think even if you don't have a business partner, there is something where you're like, I have put so much time, effort, energy money into making this thing successful, that I can't just forget about about all that because I no longer feel connected to the mission, I have to see it through. And that sort of like hard headed, gritty mindset is what's going to keep us afloat as entrepreneurs, but could also be our demise, yes. And it could veer us away from what we actually want inside.
Pumehana 42:04
So thank you for sharing that. That is so huge I, because I myself, I haven't, I haven't experienced that. But for you to be able to experience that and really live it. It's part of your story. And it makes you as a business owner and as someone who services or clients that much more valuable. And I think I just think it's so interesting, and what a gift for you to be able to figure out and see who you are, and who you were at the time and what you wanted. And also want that for somebody else, and then come to that, it must have been a difficult decision. And just like what came to mind, was that feeling of safety and security again, yes. Of like, no, but this is this is what we said we wanted, and oh, we're almost there. Oh, it's, you know, we're almost there. But then it's quite obvious that you know, or it started to become obvious that it's time to go our separate ways. And that's okay. Totally okay.
Pualena 43:18
And I love that you said that must have been difficult, because I think when I listen to podcasts and TED talks, and it's, for some reason people like to put these experiences on a pedestal and say, like, you know, as an entrepreneur, you're gonna go through this, and it's okay. A lot of people don't say that. It's really, really freaking hard, like, our business. So I'll share a little bit more, each of us at a certain point, like right before COVID We're like, you know what, let's, let's pause. We both got jobs, you know, and we just kind of wanted to like, take a breath. And so our business, we didn't shut it down right away. And it just sort of simmered. And we just sort of, you know, we on-boarded ourselves into our jobs, and we took care of what we needed to take care of. And it was like, one day, probably three months after the conversation should have happened where we were like, so I think it's time to dissolve the business. But it hadn't been doing anything and that it's because it's, it's difficult, and it's because we were friends and we we cared about each other, we cared about the business we cared about our clients. And with all of that love and caring, you can still close something lovingly, and you can still, you know, say goodbye to an opportunity that you were once really excited about knowing that the only way for you to truly move forward and to do whatever is next for you is to close the door on that. And that is it's, it's so hard like letting go of team members so hard, breaking up with somebody so hard, but you can't move forward if you have that, that tether that you know shouldn't be there anymore. You know?
Pumehana 45:02
So healthy and mature.
Pualena 45:05
Ah, well, process.
Pumehana 45:10
No, I would you're absolutely right. Because I think a lot of us have grown up thinking that in order for us to make, like a life changing or just drastic difference, it needs to be dramatic and emotional. And, and it has to be. I hate you - well I hate you - this isn't working out!
Pualena 45:33
Well, it's much easier like that. I will say that. It's harder when you all like each other, and you want to do, want the best for each other?
Pumehana 45:42
Absolutely. You're just like, I guess.
Pualena 45:47
Right?
Pumehana 45:47
But no, no, I think I think that's great. And I think that that needs to be modeled, like so much more, that it's okay for you. Because that's what it was. It was you who dissolved the business. That's okay. You didn't dissolve the relationship. It didn't have to be a dramatic thing. There. I mean, was there, that kind of that kind of closure or whatnot? Are you guys still friends? What does that look like for you guys now?
Pualena 46:18
Yeah, I mean, we're it. So we went from talking every single day. That was, that changed, right? Because, like, we, we grew our own businesses. And like, our lives are in really different places. So we don't talk as often as we used to. But there's, there's no hard feelings, there's no animosity. And I think, even if you don't have a business partner, and you're listening to this, like we wanted the best for each other, and you have to want the best for yourself. You have to put yourself first. And it's a lot of times we suffer as entrepreneurs, we we work, wait, there's a there's a meme out there. That's like, I left my nine to five, to to have more freedom. And now I work 24/7. Yep. Right. And then like, it's Oh, that's so funny, because it's true. And it shouldn't be like, please don't let yourself do that. It's, again, easier for me to just say that because I've had those moments, but every day, we get to make decisions for ourselves. And as business owners, it's so important to remember, like write this on a post it and put it up on your computer, if you need to. You are in control. You decide when your calendar is too full, you decide when to shut it down every day. It's the ball is in your court, and you have to make decisions that are the best for your health, and your well being and your future. And I think especially as women who are sort of maternal and and we have that sort of motherly mindset for our clients, even we we put them before our own health and well-being. Right. And it's, it's hard, but it has to be done.
Pumehana 48:13
I think you nailed it exactly on the head. And I think that society has taught us, as entrepreneurs to be the martyr. Right? And, and we will only be successful, our business will only be successful if we kill ourselves over it. Right. And like you said, as as women, we are nurturing, we are maternal. We are problem solvers. And as entrepreneurs, we are problem solvers. And I think what we often forget is that it's not our job to solve all of our clients' problems, especially for the coaches listening out there. It is not your job to solve your clients problems, it is your job to hold space for them, so that they can have expansive thinking and solve the problems on their own. Because we can tell our clients exactly what to do. But they will not do it, for whatever reason, for whatever limiting beliefs, whatever mindsets, they will not do it if we tell them exactly what to do. Right. They need that space to do it themselves. And secondly, we all got a lot of people pleasers got a lot of people pleasers. I am a recovering people-pleaser and it's attached to our self worth. Right. Totally. The success of your business, quote unquote success of your business is not tethered to your self worth.
Pualena 49:57
Completely or your clients, if your clients, If, again, if they quote unquote, fail, that's not you are not a failure as a coach as a business owner as a human. And it's what you said is like, if you think of any movie, they like, think of your favorite movie. And what's your favorite movie?
Pumehana 50:17
Dang it, don't put me on the spot. Okay, the first thing that comes to mind is Amelie, the French movie.
Pualena 50:25
I was like, please choose a movie that I know. I don't know. I don't know that movie.
Pumehana 50:28
It's okay, you're good.
Pualena 50:29
Well, we can, we can choose what's a movie. Yeah, go ahead.
Pumehana 50:35
Well, if you're alluding to something that I think you're alluding to, which is also a conversation that we had the very first conversation that we had, let's say, let's say my favorite route movie is the Lord of the Rings.
Pualena 50:50
Brilliant. I totally remember this conversation. So Lord of the Rings, right, who is who's the main character?
Pumehana 51:00
Oh, dang it.
Pualena 51:02
So we've got, Frodo
Pumehana 51:03
Frodo. That's his name. Thank you.
Pualena 51:05
He needs to, he needs to take the ring to Mordor. Am I saying this? Right? It's been a while. We have, like his elf friend Legolas and all the people that go with him. We have Gandalf, who is like, you know,the G. And we have.. What's the little guy?
Pumehana 51:25
Smeagol.
Pualena 51:25
Yeah, Smeagol, right. Do we have like, we have these, we have these people. Frodo is like, Oh, he's, he's just your average dude. He's just an average dude, who needs to like, do this impossible mission? Right?
Pumehana 51:39
With hairy feet and all that.
Pualena 51:41
Yea, huge, hairy feet? And wouldn't it make sense if they just gave the ring to Gandalf who like knows everything. And you could just take it. Like that would be like the fastest point from A to B. But that would make a really bad movie. As a coach, you are Gandalf because you know all of the information that or you know, whatever, for the sake of the example like you, you have the wisdom to bestow upon your client. Did Gandalf take the ring? No, Frodo had to do it by himself. Gandalf wasn't even with him. So he bestows knowledge, he instills confidence, right? That's, that's what we need, we need to think that we can do it and have our guides reassure us that this is something that we have in our arsenal that we have the potential to achieve this, and then we have to achieve it or not achieve it on our own. That is your responsibility as a coach, not to do the work for them. It's like your kids, teachers taking their homework and filling it out for them all year. Yeah, the homework is gonna look awesome. And it's all done correctly, but your kid knows nothing.
Pumehana 52:52
When you, when you first told me that, in our very first conversation together, when we had to get coffee, you blew my mind. You blew my mind. Because, again, you know, we as coaches, we're like, Oh, it's my business. I'm the center of my business. You know, I need to, I need to add value, I need to say something interesting. And it no, homeslice, that ain't your job. And it was, it was a blow to the ego. It was a slap in the face. It was the best slap in the face anyone could have.
Pualena 53:31
Oh my gosh, I mean, and it's, it's really natural. For us again to like, feel like we have to. You're paying for my service. So I must make sure that you succeed, or it's not worth it. Again, like money, we can have a whole nother episode on money. But at the end of the day, so my business coach told me that she's like, there is a coach, and there is a consultant. A consultant gives you sort of like action items and like strategy, and a coach. She's like, so coaches may not want me to say this, and they may not agree or they may not like this, but coaches are cheerleaders. In a sense that like, you seek out the support of a coach, because you want you want confidence. You want confirmation, you want support, you want intentional, guided guidance. Right. And as a coach, how do you feel about that?
Pumehana 54:33
No, I'm i i wouldn't agree 100%. But I would agree that the confidence you are their cheerleader, right, you need to tell them... to tell them good job, because they don't have that a lot. But you also have the responsibility to challenge them. That, because a cheerleader isn't what you need, when you are sitting down in the corner and crying and like, this isn't working, why is this not working? Nobody's buying my shit. Like, why is this not working? People keep saying no. The coach is the one that's going to say, I hear you. What you're going through is normal. But you need to get up. It's time to get up. Why? Why do you think this isn't working? To be really honest. And the coach is the ones going to ask you the tough questions, and then shut up so that you can answer. Because there's a lot of people out there who asked questions so that they can answer it so that they can show off how valuable they are or how insightful they are. And on a personal note, I think that's where I have a difficult, difficult time. I'll be totally honest, right? I'm a great coach, because I can listen, because I will ask you the challenging questions, and I will challenge you. You're going to tell me something? And I'll be like, yeah, why? You're going to we're going to talk about your goals. And you're going to tell me within the next year, I want to travel to New Zealand and I'll be like, yeah, why? Oh, because, you know, I just I want to travel. Okay, why? Because I want to make memories. Okay, what's important about making memories? And I will, I will help you dig so that you can understand, really, really? Why are you doing this? Because it's the surface level answers that a cheerleader will help you get to, but the coach is going to help draw out these insights. And the one thing that I love about my inspiration of rich Litvin is he he coaches, and so do I, we coach around insight, you know, he says, Life works one way, and something changes, and then your whole world changes. So, when I coach clients, it's not, it's not a hard stop, you know, oh, you know, we have a coaching session for 60 minutes, 90 minutes, you know, or whatnot. I coach around insight. And sometimes, if we get to that insight that makes the client go hmm. If we get to that in eight minutes, where there. There is no reason to pile on well, okay, well, why do you think that is? And why do you think that is that that doesn't serve the if anything that just, that just confuses them even more, right? But when you get to that, hmm. And then you get to sit with that, until our next session. That's where the magic happens. That's where the coaching happens to the coaching, the transformation happens outside of the session. That's not my job.
Pualena 58:03
Just, you are brilliant. I'm like, this has blown me away. And I, I almost want to wrap here because I think what you just said, is going to absolutely inspire people to reach out to you and I want them to. So please let us know how people can connect with you. People are interested in coaching with you or just having a conversation. What are the best ways to contact you?
Pumehana 58:33
Yeah, absolutely. So I am on Instagram and @ pumehanapalmer so Pumehana Palmer. And you can email me at aloha@pumehanapalmer.com Or just go to my website, www.pumehanapalmer.com.
Pualena 58:55
You are incredible. And you have a podcast.
Pumehana 59:00
I do have a podcast I do. So a couple months ago I did launch my Seeds of Growth podcast. Because my why is that I believe that true success happens from the inside out. And I am on a mission to plant seeds of growth and transformation, one powerful conversation at a time and that's what this is. And I hope that our conversation and just these little nuggets, just plant little seeds and life will find a way to water them.
Pualena 59:34
Oh my god. If you if you listen to this and you're like I could listen to her all day, then go check out her podcast because I could listen to you all day you have such I mean your voice is so soothing, which is like a cherry on top but you're just the way that you see the world the way that you do life the way that you coach. I it just resonates with me and I So, I'm so grateful that we were connected. And I am really excited to connect with you again. And we should do this again. And thank you for taking the time to be here.
Pumehana 1:00:11
Oh my goodness, thank you so much. I'm so honored that you wanted me on your platform and wanted to share my vision and my voice with, with your audience. That means the world to me. And I could say the same thing about you because I binge on your podcast and I was like, I could listen to her all day. Oh, my goodness, I love her in my ear. Can you, can you record like a guided meditation and just talk me to sleep? You have an incredible voice as well. So thank you. I am so grateful for you, Pua. Thank you so much.
Pualena 1:00:47
Likewise, we will talk soon.
Outro 1:00:49
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five star review and tag us on Instagram @pualena.co For a shout out on the next episode. And be sure to visit pualena.com For more info. Thanks again for listening.
Thinking of creating your first digital course? Stuck on the current course you’re creating? You’re not alone! Even course creation experts (Pua included!) get stuck. Whether it’s your mindset blocking you or your methods, there are strategies to help you get past those hurdles. In this episode, Pua shares a straightforward hack to help make the course creation process smoother, whether you’re brand new to this or have several courses under your belt.
Hear firsthand from Pua, where most of her course creation clients get stuck. The place may surprise you! And the solution may be to reverse-engineer your process. This tip will help you turn things around, create highly valuable content for your future customers, and even help launch your digital course with a better plan. Wondering what this incredible hack is? Listen to find out!
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Resources:
Kajabi
Pumehana Palmer
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
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Transcript:
Pualena 00:00
I would say a fair amount of people that come through the door don't have a course yet. And they and this is like a big part of their vision for their business. It's a big part of their client ecosystem, and maybe their coaches and they coach one on one and they want to be able to provide another level of service. Maybe they do workshops, and, you know, maybe they have like an in person business in an office and they want to train their employees. You know, there's so many reasons why people create online course content.
Intro 00:37
Welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business, you'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 01:03
Hello, and welcome back to the Course Creators Academy podcast. I'm your host, Pua, and we are here for another episode. Today. I am really excited again. Yes, I know, to talk to you about creating an online course. Oh my gosh, what a shocker. Now, if you are a total pro at online courses you've released, you know, dozens of them, I definitely think that there are going to be nuggets in here that you can still take away and apply to your next course, if you are thinking about creating a course or if you have been working on a course and you feel a little bit stuck, this is going to be a great episode for you. So get ready, take some notes, if you're walking, take a deep breath, enjoy that beautiful sunshine and fresh air. Maybe it's a little bit chilly, because it is now November oh my goodness, where did this year go? Seriously. And let's dive in.
Pualena 02:05
Now this episode is going to be a little bit more casual, I am sharing a little bit of an experiment that I am currently experimenting with. And I'll share with you a little background from where this, this spawned from, and why I am so inspired to talk about it on this podcast, even before I have fully, you know, gone through the experiment and, and tested this. So we work a lot with course creators 95% of our clients are course creators, they are Kajabi users they are, you know, maybe they have a membership, maybe they have multiple courses, I would say a fair amount of people that come through the door, don't have a course yet. And they and this is like a big part of their vision for their business. It's a big part of their client ecosystem, and maybe their coaches and they coach one on one and they want to be able to provide another level of service. Maybe they do workshops. And, you know, maybe they have like an in person business in an office and they want to train their employees. You know, there's so many reasons why people create online course content. Regardless of the reason, regardless of the industry, regardless of the person's experience. Many many, many people, myself included, get stuck in the course creating process somewhere. I'm creating a course right now, and I am stuck. I'm stuck. I am like, I just haven't moved forward. I have my outline, I have my content. I have like 80% of my content, and I need to start recording videos. And I just, I'm just not. And I'm like what is that? If I'm going to be coaching people and guiding people through creating online courses, and they're getting stuck? How do I coach them if I'm unsure about why I'm getting stuck? And so as you can imagine, there's a lot of, you know, the like imposter syndrome and, like, stuff going on in my head. But I really just want to hack this. I want to figure it out for myself and so that I can serve others better. I, I don't know yet. I have not figured that out. That's not the point of this episode. Thankfully. However I did. There was a little bit of a lightbulb moment that I had yesterday, which is guiding me sort of serendipitously to what could potentially be a really, really powerful strategy and tool to flipping the course creation process on its head and potentially offering a solution to the places that we all typically get stuck in this process.
Pualena 05:04
Background. This week I interviewed an incredible woman, her name is Pumehana Palmer, her episode releases next week, you guys are gonna, she's gonna blow your mind. She is just so, so incredible. And I don't want to give too much away. That's why I'm being very vague. But she is a mindset coach among dozens of other things. And she, you know, we've been sort of casually talking, and she's like, I think I want to create a course and I have these workbooks. And would you mind taking a look at them and letting me know if you think that they would be good courses? And I open these workbooks. And I'm just like, how do you not have these in course form yet, like, these are so powerful and impactful? And I can, I can just feel the transformation that would happen if I were to utilize these workbooks as exercises for my own life. And then I thought, wow, what if we all start our courses from workbooks, I mean, you're gonna, you're gonna provide downloads and PDFs, and worksheets and workbooks in your course, eventually, anyway, probably. And if you're not, that's something to consider, because that will really elevate the experience. And then you can choose whether you want to provide them as downloads, or if you want to do like a welcome kit in the mail that includes like a, you know, beautifully bound workbook or notebook, you know, the possibilities, as you know, are endless. But we always, always, always encourage our clients and course creators to provide this sort of supplemental resource of a worksheet or workbook downloadable, well. So if that's what we're doing anyway. And by the way, that usually comes at the end.
Pualena 06:58
Here's, okay, let me backup. This is where this is how we typically will guide people to create courses, create your course, outline, flesh out the outline. So you've got like your modules and your main subjects. And then you've got lessons under each module. And then in that you want to, you know, outline each lesson and what is your content, what is your, you know, script out your videos. And then from that, you'll create your worksheets and your workbooks and your downloads. Usually, that part of this gets sort of like pushed off and delayed. So you can launch your course, if you don't have your downloads yet. They're nice, they're helpful, but they aren't crucial to somebody, internalizing your content and generating results from that. And it's usually like not part of the process. That's super fun for people to be honest. Now, if we start with the worksheets, and the workbook, not only are we actually getting done, the thing that often gets put off, and is not that fun. But when we start by creating a workbook, we are creating something in the energy of the actual experience. A workbook is designed to be an experience, a workbook is designed to create a, it's, it's for practicing to create a result to create a transformation. So we're already in that energy. If we take the workbook and then create the content from that, we are always going to be transformation focused. And this will keep us from laundry listing and babbling on about something that we know deeply. Something that we're passionate about something that we have experience with and knowledge and, you know, it's that's that's sort of the trap of an online course, is we, we tend to sometimes deliver in a way that can be very two dimensional, and we lose sight of the transformational experience that we want to provide.
Pualena 09:11
So, again, this is not something that I have fully tested. However, when, I when this light bulb went off in my head, about starting from a workbook, I took the course that I'm working on, and I stopped trying to force myself to create content for it. And I stopped trying to force myself to like, record a video that I wasn't feeling good about recording. And I opened up a blank document and I started putting together the workbook, and things just started flowing. It's not done. It's not perfect. I don't know, maybe I will still feel, feel blocked when it comes time to record from whatever I'm putting together in this workbook. But at least I'm feeling forward movement with this process, where I had been pretty stagnant for a few weeks. So, this is a short and sweet episode that is just delivering it or introducing an experiment to you and inviting you. If this resonates with you if you want to, you know, do this experiment with me, I invite you to give this a shot. Start with the workbook. Start with the exercises and the experience of actually taking the actions that you're teaching. Start with the road to the transformation through action, and see if that feels like it's going to inspire you and, and trigger something deep down within you to continue to create this content for your students. I would love to hear how this works for you if you're planning on trying it. If you're working on a course. Let me know how I can continue to support you, please reach out and I will talk to you soon. Keep crushing.
Outro 11:03
Thanks for joining us for another episode of the course creators Academy podcast. Join the conversation in the course creators clubhouse on Facebook. And if you love this podcast don't forget to subscribe and share the love with a five star review and tag us on Instagram at @pualena.co For a shout out on the next episode. And be sure to visit pualena.com For more info. Thanks again for listening.
If you’ve ever struggled to lose weight, manage your stress levels, or adjust your habits, this is the episode for you! Sarah Mayland (health coach, nutritionist, and mental health expert) of Inside Out Transformations shares wisdom about the connections between coping with stress and losing weight. Listen for insight on why you need to take care of yourself, how to start effective self-care routines, and why you should allow healthy doses of stress into your life.
If your self-care routine involves a nightly glass of wine and Netflix past midnight, you may be surprised to learn that you're doing it wrong. Sarah explains to Pua how self-care is actually fairly boring but makes our bodies feel amazing. And when we establish feeling amazing, weight loss becomes much easier. For this and other truth bombs, listen to the full episode!
About Guest
Sarah Mayland MS, CPT, FNS
Sarah Mayland is a health coach, nutritionist, mental health expert, and founder of Inside Out Transformations. Her mission is to empower women to love themselves and their bodies so that together, they can empower the next generation of women to do the same. Sarah coaches her clients on their mindset, forming healthy habits, managing stress, and losing weight, through one-one-coaching, group sessions, and courses.
Resources:
Inside Out Transformations
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Sarah Mayland: website | tiktok | facebook | instagram | linkedin
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Transcript:
Sarah 00:00
Same thing with, like, stress management. As soon as you're like, well, I can't feel this way. You know, it's forbidden for me to feel crappy, it's forbidden for me to, to do this, then what happens is that feeling is magnified, you know, and now that feeling has gained so much more power, because you have forbidden it. So it's one of the things to do to help stay consistent is to let everything be allowed. And trust yourself to be able to regulate, listen to your body do what feels right. Because if you notice, right, if you notice, when you have certain foods, or you do certain things, that you feel really horrible, you're probably not gonna want to do them again. Whereas if you're just like, No, I can't eat that, because it's gonna make me fat, it's desirable. But if that same food, you think about it as, well, I'm only going to have a little bit because I know when I have a lot of this food, my body feels really crappy, then it's going to be a lot more sustainable for you to regulate around it. Because no matter how much you weigh, you don't want to feel crappy.
Intro 01:14
Welcome to the Course Creators Academy podcast, with digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business, you'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host Pualena.
Pualena 01:43
I'm super excited to have you on this podcast today, we were just talking about how we're just gonna dive in and make this just a real and raw conversation. We have no notes up, we have no plan. And I love it that way. And so I don't have a bio to read. And I don't have a fancy intro. But I would really love for you to share with us, who you are, what you do, how you serve the world and all of that good stuff.
Sarah 02:14
Awesome. I am really excited. I'm super excited to be here chatting with you. I know we're gonna have a lot of fun. Thank you for having me on. So my name is Sarah, Sarah Mayland, and I am the owner of Inside Out Transformations. And primarily, the way that I serve the world is through individual, and actually couples weight loss coaching. And I'm a bit different than a traditional weight loss coach. So a lot of people when they think about weight loss, they think about working with a nutritionist or a personal trainer, and I am both of those. I am a certified personal trainer and fitness nutrition specialist. And where I differ is I also have a master's in clinical mental health counseling. And what I like to work on with my clients is helping them move their bodies in a way that feels good and makes sense and works for them is sustainable for them. I like to help them find a healthy balance of food that works for their body. But ultimately, what dictates a person's ability to not only get the results they want, but sustain them long term is their ability to be consistent. And a lot of the work that I do revolves around that consistency in a couple of ways. So, number one, what habits do you need to build to get where you want to go? It's not just about you know, having this, you know, 30 day plan where you're magically going to lose 20 pounds, and then somehow keep it off forever. Because that's not sustainable. It's much more about building one habit at a time. And once you master that habit, you move on to the next habit so that it's building these things into your life. And that helps sustain the results a lot better. So that's one way I help and then in another way, I also help people tackle the issues that get in the way of consistency. So what's really common is a lot of people will do really, really well on a weight loss plan. And then life gets in the way. So things, like, someone in their family gets sick or they have a job change or it's the end of the school year and things are really crazy. Then they let those habits fall away. And part of that is because they're stressed out, and they don't necessarily know how to handle the stress in an effective way. And part of it is also because they're not prioritizing themselves, they're not prioritizing their health. And so I help people change that mindset about themselves, and help them kind of step into their own power and prioritize themselves and let them give themselves permission to put themselves first. And then also helping them with stress management. How do you, you know, I always tell my clients, as any nutritionists, any trainer can tell you not to stress eat. But they can't tell you how to manage your stress differently, so that you have another way to cope, other than stress eating. So that is a really, really long answer to what I do and how I serve the world.
Pualena 05:56
Oh my gosh, I love it. I have like, a million things in my head that I want to chat about. And I just, first of all, you're one of my favorite humans on the planet. And I feel like we're gonna, everybody's gonna know why by the end of this episode, but like, I just want to get that out there. You as a human, you're just everything you are just so amazingly bright and approachable and real. And we have these like regular conversations. We, I feel like we are like really, really good friends. And we've only met on Zoom like three times.
Sarah 06:35
Yeah, right? I know.
Pualena 06:37
That's crazy to me.
Sarah 06:38
Girl. You're making me blush by the way, I mean thank you. This is all like, oh my gosh, but I am like, you're, I'm like, man, does she have to record right now?
Pualena 06:46
But also, can we just talk about how you're in the car, like.
Sarah 06:51
Oh, yeah. So, So yes. So for anyone watching this, or anyone listening to this, who cannot see, I am in the car. And the reason I am in the car is because I have a six year old son. And my six year old son has a friend who is over at the house. And they are loud. And and so I needed to get out of the house and the acoustics happened to be pretty decent in the car. So I was like, Okay, this works out.
Pualena 07:25
I love it. I should have gotten in the car last time when weed-wacker, whatever. Remember the construction that didn't actually happen.
Sarah 07:32
Yes.
Pualena 07:32
Yeah, you know, we were talking, before this...
Sarah 07:35
And it was so funny, because we were gonna record last time and you were like, you know what, these people have been at it all day. And then when we were chatting, they somehow like...
Pualena 07:43
It was silent!
Sarah 07:47
But knowing our luck, if you had been recording, they would have been weed whacking or doing construction or whatever it was they were doing.
Pualena 07:56
Totally. And we had a great conversation anyway that we kept saying we should have just recorded this because this is amazing. Do you remember that? I love it. And I think we should do like a whole podcast in the car series because that would be epic.
Sarah 08:10
That would be fun.
Pualena 08:13
Awesome. Well, okay, so let's, let's dive in. There's so much to talk about, because you also have an amazing course. And we definitely need to touch on that. Because, I just, I think it's brilliant. I've watched a few of the modules in there. It's, it's so impactful, just your approach to teaching and the content that you deliver. So let's make sure we touch on that. And moving back a little bit to your approach to weight loss. And when you were talking, I was like consistency is, I feel like that is something that can help us to achieve most of the goals that we have in our life, whether it's weight loss, or fitness or business or personal goals, like consistency is key in almost anything that we want to achieve. Would you agree with that?
Sarah 09:04
I would 1,000% agree with that. And it's funny, because when I first started in my business, I was very concerned about my social media presence and my engagement and all of that. And I remember one of the first things I learned was you have to post consistently. And and it's so true. It's, you know, if you want to have a higher conversion rate with your clients, you need to follow up consistently. You need to network consistently. You need to be whatever. Yes, I mean, consistency, I think is the key to success in any endeavor. And the half the weight... the endeavor that I happen to focus on, is, is weight loss or health in general.
Pualena 09:58
But Yeah, totally. I love that. It's it's, I feel like consistency is a innate, like, to exist in the world is to exist in the world of consistency like everything that is, oh my god, what am I trying to say it's like, like, you can run a marathon. And you can run 26 miles in one day and not be able to walk the next day. Or you could run a mile every day for 26 days, and improve your health and improve your endurance and longevity and cardiovascular fitness. And there's like so many examples where consistency beats, like Johansson. Exactly, yeah. And I just think that it's so under, underrated and just not not talked about enough, because I just don't think it's sexy. Like the other sort of like, magic pill formula.
Sarah 11:03
It's really unsexy. And there is like, no instant gratification involved. And that's why it's so hard. Because our culture is all about instant gratification. And that's one of the things that most of my clients have struggled with at some point is they've done these really rapid weight loss programs or the cleanses or whatever, because when we want to make a change, whatever that change is, and for the sake of this conversation, I'll stick to weight loss, because that's my field, is when we want to make a change. It's usually because we're uncomfortable with where we are right now. Right? If we're happy with how things are right now, we don't see a need to change. And so when someone comes to me wanting to make a change in their body, it's because they are really unhappy and really uncomfortable in their body right now. And that's the reason why so many of these quick fix solutions are really appealing. It's because it allows us to immediately or pretty quickly alleviate that discomfort that we feel. Right, and you can do the same thing like social media, you can use one of those, like bought Instagram accounts, where you pay for followers or something like that. And that immediately reduces the discomfort and the fear of oh, do I not have enough followers? Are my numbers not high enough? But what happens is they're not real, right? It's not, it's not legitimate, and it doesn't actually serve your business, like they're not going to convert. And it's the same thing with weight loss, when you do this rapid weight loss, it actually ends up hurting you, not helping you. And so a big part of the work of consistency of building consistency and discipline, is helping people move past the need for instant gratification and helping them be okay with being uncomfortable.
Pualena 13:21
That's huge. And I think the more people can see the value in support of like, the root of the issue, right? So you do a lot of work with stress management. And as somebody who has, I've been in the fitness world, I have been a trainer, I have been in an environment where the prescription was come to class five times a week and eat more protein, and you shall achieve your goals. And it was like, it like, I could predict the day that a client would come into the gym and be like, I... this isn't working. You know, it would be like 11 days past day one, they'd all come in the door and be like, I'm following everything you're saying: Why isn't this working? And like, you know, right? There's so much more that goes into how our bodies function, and how to optimize not just our physical body, but our emotions, our health, our happiness, our you know, all it's all connected. And what I love so much about what you do is not just that you connect everything and that you're like, okay, let's look at your stress and your sleep and all of that. But I absolutely love your approach to stress management and anxiety and I would love for you to share just a little bit about sort of how you came up with your framework around that because I've never seen it taught this way and it just to me it felt like I finally discovered something that is actually going to work long term instead of just make someone feel better for the next two to four weeks, you know.
Sarah 15:10
Thank you, that, that just made my day. And that is exactly what my goal was when I started creating this course. I don't even know where to begin.
Pualena 15:22
I threw a lot at you just now.
Sarah 15:22
I know, right? So I think you asked about my approach to stress management. And I don't know that I necessarily have one. Like, when I started making this course, I didn't like, have this thing in my head of, oh, this is already my approach. And I am just going to put it in this format. I think that I kind of created my approach as I went along. And what's and I still am, I still am creating that approach. And it was very, you know, I kind of I kind of pulled from, from everywhere I pulled from things I had read, I had pulled from my, my formal education, as a counselor, I pulled from real life work with my weight loss clients, because, you know, as I mentioned, stress management is like a common issue across the board for all of them. I pulled from other people I was working with who are struggling and, and kind of rolled it all together in a way that made sense to me. And I think that the way my brain works is... I have ADHD. So, I really, really thrive on structure, I need it, I can't really function without it. And the way that that translated into my course, is that I was really, really focused on creating these actionable steps, and breaking down my ideas about this and the information that I had into ways that were easy to digest and to understand and to act on. Because I'm also a very action oriented person. You know, so even when I was in school for counseling, I remember my internship supervisor telling me that my approach to therapy is very solutions focused, which is why ultimately I decided to move into coaching, rather than continuing to be a therapist, because someone will come to you with a problem. And they're coming to you because they don't want that problem anymore. They want to overcome that problem. And so it's not enough to just sit there and have them talk about it and unload it. It's like, okay, yes, we've processed this. And now what? What are you going to do? How are you going to move yourself forward? And that is what I tried to bring into this course is, okay, here is maybe why this is happening. Here are these mindsets that get in the way, here is how we respond to this that is not constructive, and what do we do about it? How do we move forward from that? How do we move to something that is going to serve us better, and be more constructive? I hope that answers your question.
Pualena 18:49
Yeah. And I think this is absolute gold for people who are listening to this, and creating courses, or if you have courses, and you're wondering, Is my course, you know, going to be transformative, is it going to help people? And I think this is a goal for most people who go into the world of online courses is they do want to be solution oriented. And something that I love about what you said just now and what I've experienced in your course, is that it's more than just a prescription of the, you know, you're like diagnosing the problem and you're prescribing a potential solution like that can work and I think a lot of information is delivered in that way. Like, are these things that you're experiencing? Okay, cool. You probably, you're stressed out. So here are some things that will work, like that is sort of like level one. How do we create transformation? But the approach that you take that I just appreciate so much is that it wasn't... Hey, are you stressed out? Do you have anxiety? Cool, you're somebody with these issues or problems or challenges or like, you're... no, that is bad. And so here's how to get rid of them. It never felt like that. It always felt like, hey, is this something that you experience? Awesome. You're human. Everybody experiences these things. I do. You do. Here are some action steps that we can take to continue to thrive with them. Right? Yeah, it doesn't necessarily you never erase anxiety or stress. It's just something that we, as humans, take on more of, and are unable to, like figure out how to move forward. And you provide actionable steps without making you feel like: I am less than because I suffer from these things. And I will not be okay until I fix it.
Sarah 20:58
Right? Because it's not something that necessarily needs to be fixed. And I think that if there is something in my course that I help people fix, yes, there are concrete approaches to managing stress. But a lot of it, and especially the sessions that you've done, are much more about how we think about stress. And how do we, how do we change the baseline level of stress that we experience in our lives, because what happens is, as soon as people start seeing stress and anxiety, as bad things, that automatically creates an additional level of stress, on top of the stress that you're already experiencing, right? So like, you know, you have this big, giant deadline that you're trying to meet, you're freaking out about it. And then you're like, oh, shit, I can't be freaking out. It's bad that I'm freaking out. And now you're freaking out, because you're freaking out. And so by helping people, from the beginning, conceptualize stress and anxiety differently, we're already just removing that layer of unnecessary stress. Because people tend to see stress and anxiety as bad things because they're uncomfortable things, but they're necessary things. And they are biologically hardwired into us. We, as humans, it is part of our makeup. It's what kept us alive. You know, back in caveman days, if we didn't have anxiety, we would be like, Oh, that saber toothed Tiger. He looks so nice. Let me go pet him. And then you get eaten. And so with or Oh, look at those pretty berries, let me try some and then you die. Right and so without, with and it's a little extreme. But without some, some level of apprehension and anxiety. We wouldn't be safe. And what happens for a lot of people now is that the world in which we live is much safer than it was in caveman days, right? Like I am in my car. And there's a tree up there. And it's very unlikely that this tree will fall on the car and kill me. If there is a thunderstorm, I'm in a safe place. There are no saber toothed Tigers around. I generally know that when I go to the grocery store, what I'm choosing to eat is not poisonous. And life is just a lot less dangerous now, but our brains haven't caught up to that yet. And so when we come across things, especially things that we don't know, that are unfamiliar, or we're not sure what is going to happen, that anxiety is a very natural response. It is exactly what we should be experiencing as humans because our brain is saying, well, whoa, I want to keep you safe. So, literally.
Pualena 24:14
It's, it's something to be grateful for, like, I have the ability to experience stress and anxiety. Thank goodness. I will keep myself safe, right?
Sarah 24:25
Yeah, it is part of a normal range of human emotion. And it's an uncomfortable one. For sure. But it's, it serves us.
Pualena 24:34
Absolutely. And the humanizing aspect of your teaching style is really, it's really beautiful. And I hope people that are listening are sort of brainstorming how they can humanize the, because everybody in business is we're here to solve problems, right? Like we have a solution and we sell that solution. Typically and Not to say that, again, like that sort of going back against what I just said about you are, like telling people that they're human, and they don't actually have a problem, but people are reaching out to you out of discomfort, right? It's just another way to reframe that. If we can humanize the discomfort, I think people will experience a deeper level of transfer transformation. And that is truly what you provide.
Sarah 25:26
Thank you. I agree, I think that I think that in order to take the steps that they needed to overcome the discomfort, they first have to accept themselves where they are, and being okay, with the fact that you experience anxiety, or that you experience stress doesn't mean that you are complacent with it, it doesn't mean that you are willingly going to go subject yourself to a whole variety of stressors and anxiety, provokers, because, oh, I'm a human, and I experienced this, it's still uncomfortable. But understanding that and removing that extra layer of stress caused by the fact that you're stressed, if we get rid of that layer, what that does is it really allows you to isolate the original stressor, and have more bandwidth, to turn your focus to: number one - coping in healthy ways, and number two - actually solving the underlying problem, actually addressing the stressor, because that's the only way, ultimately, that the stress is going to go away. A lot of people think, you know, a lot of work that I do in this course, is around unhealthy coping mechanisms. And one of the unhealthy coping mechanisms that a lot of my clients experience is stress eating. And what happens is we eat for comfort. And so it feels good in the moment. And then afterwards, we feel worse. And so by, by being able to handle some level of discomfort, it negates that immediacy that you need to cope in an unhealthy way to fill. And it gives you more mental space to say, Hmm, okay, I noticed I'm feeling this, let me choose a healthier way to handle it, it gives you that power to put in a little pause there.
Pualena 27:41
That's beautiful. And I think this is a great shift into how you intertwine your, the two sort of seemingly separate things that you do, right, so there's weight loss, and there's stress management. And the course that I've experienced from you is pretty, like, it's just stress management for the most part. So I'm curious, you know, if there's another course, in the works, maybe down the line for weight loss, or sort of how you integrate the two with your one on one clients, and what that looks like in terms of your overall business ecosystem, because there are so many people that I talked to who say, I, this is my business, this is what I do. But I also love this. And I'm wondering if I can do both. And everybody tells me to just choose one. And I think you've done a beautiful job of taking two... two things that you have experienced with, it sort of were separate, I think in your, in your professional past, and brought them together. And they do make sense together, for sure. But you just have created this business for yourself that functions really well. And I'm curious how that sort of evolved and what advice you might have for people.
Sarah 29:03
Oh, that is... I love, first of all, I love the term business ecosystem. I have never heard that before. And I'm just like, I love it. So how it evolved? It's actually really interesting that you asked, so I kind of like, I kind of slowly grew and transitioned into different things, as I saw different needs. And as I started to understand things differently, so I'll kind of do, as quick as I can, walk-through of this. So, basically, after I had finished my degree in counseling, I was not happy. I didn't like it. I had a horrible internship experience. I was miserable. And I was eight months pregnant with my son eight and a half. And so after I had my son, my husband and I had decided that I would stay home with my son And I was perfectly happy to do that. Because once I finished therapy school, I was like peace out. I'm done with that crap.
Pualena 30:07
Not for me!
Sarah 30:09
And I started going to this exercise group, this prenatal postpartum exercise group, and I loved it. And one of my friends became an instructor and I was like, oh, you could do, you could do that? You can just become an instructor? And there was, like certification trainings, and things like that, that you had to go through. But I was like, Well, I want to be an instructor. And so I did. And I really loved it. And so then I spread out into doing more group fitness. And then I was working with all of these moms who were really unhappy with their bodies. And I had gone through my own weight loss journey before. And I knew that fitness is like this much of weight loss and nutrition is this much of weight loss. And so I, you know, I had decided to get a personal training certification. And then knowing that nutrition was a bigger piece of the puzzle, I also decided to get a nutrition certification. So I did that. And I kind of had it in the back of my head. Oh, wouldn't it be cool? If one day, I could combine that with my mental health background and create this integrative holistic practice? And then I said, Why am I sitting around thinking that it's cool, just do it. Like create, you know, this service does not exist for people right now. Create it. And so I did. And I think part of the reason I knew I wanted to tie my mental health background in is because I could very easily see that while fitness is this much of the weight loss puzzle nutrition is this much of the weight loss puzzle, the mental health is the foundation of all of it, and that you can't have lasting results without that mental health piece. So then, as I'm building this business, as I'm working with clients, I realize that the biggest thing getting in the way of long term consistent results is their ability to manage stress. And so I decided to create this course. And I think part of the, the thing that helped me put this course together is that what weight loss and stress management have in common is this undercurrent of general self-care. And that is something I really love to focus on. And I found myself starting to expand my messaging and my reach much more into self-care, self love, in general. And so the way that they're in common is that I see self-care as literally the things that we do to take care of ourselves and our bodies. A lot of people confuse self-care with the idea of treat yourself. And self-care is what helps us feel and function our best. Treat yourself is what feels good in the moment. And sometimes treating yourself is really awesome. But a lot of times it can be really detrimental as well. So, for example, I'm working with a lot of moms, their favorite thing to do to have some me-time and you know they do treat yourself is a couple glasses of wine and Netflix late at night. But they still have to get up early in the morning and they're exhausted and they're feeling crappy, and they're not functioning well. And when you're exhausted, all of the stressors feel bigger. And so while they were, they thought that they were doing self-care, because they're giving themselves this pleasure at night and this, you know, drinking wine and watching Netflix, actually what they're doing is really detrimental. It's not helping them it's making them function worse and feel worse ultimately. And so I would say you know me time can be going to sleep. You know?
Pualena 34:21
Drop the mic! Seriously, like..
Sarah 34:25
Yea, me-time can be, can just be sleeping time. And usually, that's, that's what we need. And so a lot of the things that you have to do to Manage stress effectively, to keep the baseline level of stress low, so that you have the bandwidth to tackle these other stressors that come in, is basic self-care. Make sure you're getting enough sleep. Make sure you're moving your body. Make sure you're fueling your body because if you're hangry you're not going to be able to handle your stress. Make sure that you have things in place that you enjoy, make sure you have a balanced amount of connection with people that matter to you. And sometimes that means you need some alone time. And sometimes that means you need to be around people that energize you. And then also mindfulness and meditation. So those are what I call the Six Pillars of stress management. Those are also just six basic, healthy self-care habits. And those are all things that if you do them regularly, will also help you lose weight. Consistency. Oh, my gosh. I feel like you should write a book. You should write a book , and call it: Why Your Self-Care Is Killing You. Or why, Why What You Think Is Self-Care Is Killing You.
Pualena 35:45
Your self-care. It's so true. If you ask anybody, like, Oh, what is your idea of self-care? I guarantee you, the first five things people will say is getting massages, getting your nails done having a glass of wine, eating, eating dessert, you know, it's like, all of those temporary things, like stress eating.
Sarah 35:47
Yeah. Yeah, you don't think about, like going for a workout when you don't feel like it as self-care. You don't think about, you know, choosing, you know, a nice salad with some grilled chicken and some beans and all of that over pizza as being self-care. You don't think about going to bed early as self-care. Those are all kind of a drag. Right?
Pualena 36:32
But, like consistency is a… good habits consistently, is self-care, right? And that's like, again, we're unsexy.
Sarah 36:42
It's super unsexy. And it's boring. But what the common victory that I noticed for my clients is they just feel so freakin good. You know, and the funny thing is that people, we, our bodies will naturally find this homeostasis, we get used to things we adapt, right? So what happens is people don't realize how crappy they feel, until they start taking care of themselves, because when they're feeling crappy, they just see it as normal, they're feeling normal. And then they started taking care of themselves, and they feel freaking amazing. And they had no idea they could feel that good. And it's all from doing this really boring crap, consistently. But it makes such a huge difference in all of that boring crap that we have to do consistently, consistently, we have to do that, that's going to help if you're overweight, and your body needs to lose weight, then all of those things will help your body lose weight. If you are stressed and you need to manage that stress, all of those things, those same things will positively impact your stress level. They will reduce your baseline stress, they will help you manage the stress that's there. And so I think that's how I kind of have expanded from just weight loss into stress management as well is finding this common theme of self-care. And once I found that common theme, I'm now like preaching the freaking self-care gospel. And trying to say, Hey, your wine-and-Netflix at night is not self-care, you're hurting yourself, you know, do the boring stuff that you want to avoid. And that's going to make you feel so good. And ultimately too, in my practice, that's how I want my clients to measure. Their success is not so much Oh, I lost 20 pounds, or I lost 50 pounds. But oh, I have energy. My body feels really good. I'm sleeping better. I'm not as angry. I'm moving better. All of that I manage my stress better.
Pualena 38:55
So beautiful. And it's like..
Sarah 38:58
I get a little fired up about this.
Pualena 38:59
I love it. I love it. There's like, like you helped people to unlock this like, like, we're most people in the world, when you were like, people don't know that they feel like crap. I would say there are millions of people who are living in, like the 10% of their potential and feeling good and optimizing their health and, like, how heartbreaking is it that there are people, millions of people who will never actually ever feel good in their body? Not a day. And it's, it's like..
Sarah 39:37
And then I'm like, I want to help all of those people. Like I see clients, like how can I help, I just want to help people feel better, and love themselves more and take care of themselves and then it helps everyone around them too. And I'm like, well how can I help all them too?
Pualena 39:48
What a beautiful mission, right? Like this palpable passion is what I hope everybody can feel and create a business around. Because this is truly what is going to make this world a better place. If humans feel good, this world will be so beautiful.
Sarah 40:13
Yes. When we, when we fill our cup first, we have so much more to give. And especially for women, especially for women, the narrative has been for so long, that if you focus on yourself and your needs first, you are selfish, you are a bad person, you are self-absorbed, you are arrogant, whatever. No, no, no, no, no, you, you have to take care of yourself first. Because if you are, first of all, you have to take care of yourself first. Because you are a human being who is worthy and deserving of your love and your care. Regardless of what duties and responsibilities you have to anyone else, you are worthy of your love and your care for no other reason, then you are you and you have innate value. A lot of us like to think about our value in terms of what we do for other people. And if that's how you want to conceptualize your value, then think about this, is that when you are operating on a feeling crappy feeling depleted, not taking care of yourself, you are denying yourself from those who you want to give to.
Pualena 41:28
Hmmmm. That is, so... if, if you guys are like zoning out, pause, rewind 30 seconds and listen to that again.
Sarah 41:39
I was going to say, I hope you're not zoning out.
Pualena 41:41
I know, I don't think it's possible. Like this is too juicy, I don't think it's possible. But, like, it's so... this is... this conversation is one that needs to be happening over and over and over again. And what I think is so beautiful is we can practice true self-care, we can incorporate beautiful, consistent habits with other people. With our friends, with our families, and do it.
Sarah 42:10
Yes, bring them along for the ride, help them help them experience how freaking good it feels like you feel really good. Like you're doing this self-care. You're experiencing a change in your life, you're feeling less stressed, your body is feeling better, you're feeling happier, bring someone else along, share it with them. And, and it doesn't even have to be like, Oh, I got skinny, you get skinny too. No, no, no. It's, you know, when my clients tell me about a success that they had, they're like, Oh, I lost five pounds or whatever. I'm like, Yes. And how do you feel? How is... not, how do you feel emotionally about yourself, but how is your body feeling? Are you feeling more energized? Because ultimately, those things are what's going to keep you going long term. And it's the same with self-care. It's not, oh, I earned, you know, a million dollars in my business this year. It's, oh, I'm making a difference. Oh, I feel really good about this. Oh, I'm much more energized. Oh, I found things that are working for me. And share that. Like, just share how good you feel and help other people feel the same. Because when we are operating at that level of feeling our best or function our best. We can all serve ourselves and serve each other so much more... impactfully. Did I just make up a word? I did. I don't know. I love it. I love it. And I think that's something that I mean, that's the true victory, right is feeling good. And feeling good in our bodies emotionally, mentally, physically, it's... and to get there, when we're feeling crappy, is going to take a little bit of work and discomfort, right? It's like... oh, I love that you're driving. Yea, so, I have to teach a class in about half an hour. So I am driving, I'm driving to the gym. While we speak.
Pualena 44:04
Oh, my gosh, don't even worry, we can totally wrap up. I feel like this is a really good way.
Sarah 44:09
Oh we can keep talking, I'm just gonna be driving. I was telling, you guys, I was telling Pua before we started recording that this is how I do most of my TikToks, is because that's when I think of my ideas, is while I am driving, right? It's kind of an automatic activity that I don't have to think a lot about. And that's when my brain starts going. So I just turned on my camera and record.
Pualena 44:28
That is like the best hack ever. And you know what, everybody's probably listening to this while they're driving. So it's like we're all in the car together. Like, actually.
Sarah 44:35
Yea, we're just having a little party, all together. Yeah.
Pualena 44:39
Maybe I should get in my car! Oh my gosh. I mean, I think that this conversation in general is it's so meaningful because I hope that people listening who may not be feeling like there are a lot of people out there who I think understand the value of, of what we've talked about and they're like I've dialed this in, I have my healthy, you know, habits and all of that. And there are also going to be people who are like, God, that's me. And I want to unlock this, this potential that I know I have within myself. And it is, it is such a, it's something you have to experience to be able to like, continue to be motivated to keep it, keep it up, keep it working, like what am I trying to say? So when you are, I've done this many times in my life, where you sort of slip. And all of a sudden you're having microwave pizzas and desserts and ice cream for breakfast, and it starts to become more than just a treat. You do it three days in a row, then it's four, then it's a week.
Sarah 45:43
It's not a treat. It's a habit.
Pualena 45:44
Exactly. And it becomes really difficult to, to like, stop and reverse. And those first few days where you're like, Okay, I'm having my salad and my protein and it doesn't taste as good as my ice cream. Like, there's a there's a transition period for sure. And then you, you're like, oh, yeah, this is, this is how I want to feel.
Sarah 46:11
Yeah, I know where you're going. And I think that there are a couple of things to keep in mind. Right? So absolutely, when you're changing your habits, the first couple of weeks freaking suck. Like, they're hard, because you're like I'm eating salad. And all I want is some ice cream.
Pualena 46:29
Yeah!
Sarah 46:30
And I think the really important thing there is that is why one habit at a time is so important.
Pualena 46:37
Huge.
Sarah 46:39
Because if you're trying to change everything in one shot, it's just not sustainable. Right. That's why, you know, so many people will be like, I'm going to overhaul my life right now. And then two weeks later, they, they stop. And so if you start with one, maybe two small habits, build them in, get used to doing them so that you don't have to think about them anymore, then add something else. So it may be that every day for a snack, you're having ice cream. And then every night after dinner, you're having more ice cream. And so rather than saying, you know, I'm gonna get rid of all the ice cream, maybe just say, You know what, I'm going to enjoy my ice cream after dinner, but I'm going to change my snack during the day to something else, that's going to serve me a little better. And then once you get used to doing that, and that's automatic, then say, okay, you know what, maybe I'll add more protein and veggies in my meals. And that way that kind of balances out the ice cream that I want to have at night. And I think another really important thing is do not restrict anything completely. Right, now, obviously, in order to feel our best. And to function our best. We have to put limits on some things, and we have to be moderate. But as soon as something becomes forbidden, it gains a lot of power.
Pualena 48:06
You have so many like truth bombs in this episode. I'm like, it's...
Sarah 48:12
Well, so, I'll tell you a story because this just happened today. This just happened today. And it was amazing. So I have a client and this client, when she came to me, she literally wanted to lose three pounds. And my concern was, what is this concern over three pounds? Like where is this coming from? And that kind of signaled to me. There's like some disordered thinking patterns here. And there are some disordered eating patterns here. And so what we worked on was not so much the weight loss, but it was really getting to the bottom of these patterns. And when she first started working with me, one thing that was a case for her was that she had this narrative that she could not control herself around certain foods. And one of them for instance was peanut butter and she had peanut butter, she would just go crazy and eat all the peanut butter. And so she...
Pualena 49:20
That's my kind of girl.
Sarah 49:21
I know, right? Peanut butter is delicious. And she had her husband lock the peanut butter in a safe. And, and she asked him to do this. So it's not like her husband being abusive or anything right? She asked her husband to lock this peanut butter in a safe and he would, she would ask him to take it out and she would have like a little bit and then she would, you know if, he would lock it back up for her. And we had been working for quite a while together on, actually helping her eat more, which, oddly enough, helped her lose those last three pounds. And today, I saw her today, and she told me that she asked her husband to unlock the safe, and put all of their food back in the kitchen. And. And once she did that, she was able to completely regulate herself just fine around these foods, they no longer had that power because they were no longer forbidden. They were no longer some special treat that she had to hide from or that she had to do in secret, or that she had no control over. It was just food. And as soon as it became just food, and it became as available as all of the other food and it became okay to eat. Suddenly, everything else just fell into place. Like the food completely lost its power. And she was like, Yeah, my husband made these amazing brownies. And I portioned them up, and I froze them. And I get them out one at a time. And I have a little bit every day. And I love it. And yeah, and, and she actually lost another pound. By switching to these, like healthier eating patterns, her relationship with food has completely transformed. And it's just like, it's freaking incredible, honestly. But yeah, so the second that something is forbidden. I mean, you think about this, like with little kids, right? If you're like, don't go in the attic, guess where they're going?
Pualena 51:40
Exactly.
Sarah 51:41
Right, suddenly that attic looks really interesting. And the same thing with, like stress management. As soon as you're like, Well, I can't feel this way. You know, it's forbidden for me to feel crappy, it's forbidden for me to, to do this, then what happens is that feeling is magnified. You know, and now that feeling gained so much more power, because you have forbidden it? So yeah, it's, you know, it's one of the things to do to help stay consistent is to let everything be allowed. And trust yourself to be able to regulate, listen to your body do what feels right. Because if you notice, right, if you notice when you have certain foods or you do certain things, that you feel really horrible, you're probably not gonna want to do them again. Whereas if you're just like, No, I can't eat that, because it's gonna make me fat, it's desirable. But if that same food, you think about it as well, I'm only going to have a little bit because I know when I have a lot of this food, my body feels really crappy, then it's going to be a lot more sustainable for you to regulate around it. Because no matter how much you weigh, you don't want to feel crappy.
Pualena 53:00
Totally.
Sarah 53:01
And you can really apply that to anything.
Pualena 53:05
Absolutely, I I cannot tell you how much I appreciate the just the realness and your again, your approach is just, it's it's centered around healthy relationships with the things in our life, including food, including stress, including anxiety, including loving ourselves, in our bodies for who we are and for how good we can feel. I am so grateful that you do what you do, and that people can work with you and just know you and hear from you and be in your energy and I would love for you to share. If people are listening, which I know they will be like how do I connect with this amazing woman? Let us know how people can find you and if you have, you know openings or how people can work with you and all of that.
Sarah 53:58
So I'm gonna preface this by saying there are a lot of ways to find me I will tell you all of them, I'm gonna, I'm trusting that you'll put them in the show notes because unless y'all want to grab a pen and paper, so you can find me my website. My first of all, my name is Sarah again, my last name is Mayland. It's like Maryland, but with no R. So that's that's a way to remember because everyone's like, Oh, are you Sarah Maryland? And I'm like, No, it just take out the R, and it's Sarah Mayland. My website is I-O letter I, letter O, empower.com. Through there you can also access my weight loss specific stuff. My IO Empower site is a little bit of like everything that I offer, my stress management course, I have some wellness memberships, like a meditation membership, a workout membership, that are very low cost and accessible. So that we can help those millions of people who don't feel good, feel better. So my website again is ioempower.com. You can also find me on Facebook, my business page is @MaylandWellness, it'll show up as Inside Out Transformations. But if you want to look up the username, it's @maylandwellness. Instagram, I'm @inside.out.transformations, I'm on TikTok. TikTok is @insideouttransformations, all one word. You can definitely you know, if someone wants to get in touch, please do if you have any questions about what I had to say today, or about the course or just about learning more about what I'm about, I am so happy to chat. On my website, there are a couple of options for people who are interested specifically in working with me in a coaching context. I offer free 30 minute consultations on Zoom, I do all of my work virtually. And then for people who are interested more from a business aspect and just getting to know me, as a fellow business owner, they can schedule a discovery call with me. But I am so happy to reach out, you know, to connect with anyone who feels like this resonates with you and you want to talk and I work with individuals, mostly women. I do also work with couples for coaching and, and I do still have some openings however, they are filling up pretty fast. And then the course, the course itself is called Conquer Stress From the Inside Out. It is self-paced. I am thinking about doing like a virtual, where we do like bi-weekly meetings and I essentially teach the course as well for people who feel that they would benefit more in-person. You know, so if that's something that you're interested in being a part of, let me know. But yeah, basically, if you want to talk, if there is something you need, if there is a way that I can support you, I'm here for you.
Pualena 57:14
You are amazing. I will link to all of that in the show notes. Thank you so much for taking the time to have this incredible chat. I cannot wait to put this out into the world. And thank you just thank you for what you do. Thank you for your friendship, and I can't wait to talk again.
Sarah 57:32
Thank you. I cannot wait to talk either. You are. You are an amazing, amazing ray of sunshine and I am so grateful that that I get to call you my friend. You're such a rockstar.
Pualena 57:47
Likewise, I appreciate you. Have an amazing day and amazing class, and I'll talk to you soon.
Sarah 57:52
All right, bye.
Outro 57:54
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast don't forget to subscribe and share the love with a five star review and tag us on Instagram at @pualena.co for a shout out on the next episode. And be sure to visit pualena.com for more info. Thanks again for listening.
Ever wondered whether affiliate marketing was right for your business? Affiliate marketing expert Angela Markham joins Pualena to share practical first steps to joining the world of affiliate marketing. In this episode, you’ll learn the difference between finding affiliates for your own offers and becoming an affiliate for someone else. Angela also shares tips on how much to offer as commission, what tools to use to manage your affiliate programs, and where to promote and advertise your affiliate links.
Angela further explains why aligning yourself with the right partners is so important for successful affiliate partnerships. Having a clear brand, maintaining your integrity as well as having your own audience also help make affiliate marketing profitable. After listening to this interview, you’ll have the tools, knowledge, and enthusiasm to jump into the world of affiliate marketing.
About Guest
Angela Markham is Your Affiliate Confidante! She’s a bright, dynamic, and passionate leader in the world of affiliate marketing. After leaving the role of affiliate program manager in the corporate world, she launched her own company. Now, she helps primarily female CEOs and entrepreneurs use affiliate marketing to grow their businesses and their profits in an honest, integrity-filled environment.
Resources:
Screw the Nine to Five - Jill and Josh Stanton
ClickUp
Dana Malstaff - The Boss Mom
Trello
Asana
HotJar
Tailwind
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Angela Markham: website | instagram | pinterest | facebook | youtube
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Transcript:
Angela 0:00
I mentioned this because I want to truly tell people the value in word of mouth marketing and then giving people an incentive. So, that's what affiliate marketing is. It's word of mouth marketing. And then you are giving people an incentive to promote you, which is, which is a commission.
Intro 0:19
Welcome to the Course Creators Academy podcast, with digital designing course creation expert Pualena, tune in for strategies on how you can use online courses to grow your business, you'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host Pualena.
Pualena 0:48
Well, welcome to the Course Creators Academy podcast. I am so, so, so excited to be chatting with you about affiliate marketing, leveraging affiliates in your business, we just met over email, but in the last few minutes of chatting, I feel like both your knowledge in this space and also just your energy and your passion and your enthusiasm for this topic and for people who might be interested in going down the affiliate route, like, this is just going to be a magical conversation. So, thank you so much for being here today.
Angela 1:25
Thank you. I'm excited to be here.
Pualena 1:27
Amazing. I would love for you to introduce yourself. Share a little bit about your business. Maybe how you got here. Just go ahead and let the conversation go where it goes.
Angela 1:39
Awesome. Yes, thank you for the intro. I'm Angela Markham and I have a business called just angelajoymarkham.com. And it's centered around affiliate marketing and helping female founders specifically use affiliate marketing to grow their businesses without losing their integrity. And so I've just found that there are way too many marketers, bro-marketers, I like to call, out there that are pushing affiliate marketing in, in such a, in such I don't know how to explain it except to say, bro-marketer. It's such a pushy way, I guess a salesy way. And using affiliate marketing to make money where you can, you know, first right out the gate, your first month, you can make a million dollars and just kind of these unrealistic expectations where a lot of the female founders that have come to me that I've worked with, that doesn't feel like it's in alignment. So, I've been in the affiliate marketing industry, I worked in corporate, the corporate world for an agency managing affiliate programs. So, working with both affiliates and merchants on the affiliate side, to grow affiliate programs. And then about a year, year and a half ago, I quit my job and went out on my own. I had been kind of side hustling for a little while and built a couple courses, I have a branding course, which is a great like precursor to my affiliate course, kind of get your brand ready for affiliate marketing, and then a full-fledged affiliate marketing course called the Flourishing Affiliate. And truthfully, it is just really centered around that genuine aspect of helping business owners grow with affiliate marketing. We spend a whole two modules, going through setting up your brand, making sure your brand is in check. And then making sure that the partnerships that you're engaging with are in alignment with your business and with your values and with your audience's value. So, truthfully, by the end of the course, I hope that people don't even feel like they're selling. So, yeah, that's a little bit of my take on affiliate marketing, but a little bit of a graphic design background. It's what I went to school for. So, that's kind of where the branding part of my business came in. I have a passion for that side as well. So, it's a little bit two-fold.
Pualena 3:49
Yay. Oh, we're gonna get along. Great. That's amazing. So, I like, I heard so many awesome nuggets, just as you were talking. It's interesting to me that branding is part of this conversation. And I think it's something that people don't always think about when they think about setting up an affiliate or what that looks like, why is branding such an important part of this for you?
Angela 4:21
So, I guess I want to back up a little bit to and and talk about a couple different ways that affiliate marketing can help a business owner especially since we're talking to course creators here. So, the way that most people think about affiliate marketing is becoming an affiliate. So, you are sharing affiliate links from someone else's brand, you're promoting someone else's offer. It can be a little bit more passive. That's where people come up with the affiliate marketing as passive income. And then the other way is, like, as a course creator as a business owner so you have an offer or a coaching program, even using affiliates to grow your offer. So, I just want to be clear, there are two sides there. And I think branding is so important for both. But let's talk about the becoming-an-affiliate side, most people don't think about the branding there, because maybe they haven't started a business. But I do think it's important to have those foundational elements because within building a brand, and that just that doesn't mean just brand identity, but your brand messaging, sharing your opinions and sharing your values, talking about what you love, and developing that know, like, and trust factor is so important before you promote someone else's product and expect your community to buy. And that's where you make money with affiliate marketing, you're not going to make money just by sharing links, you need to have that foundation so that people feel comfortable enough to click the Buy button and actually purchase. So, you get your commission.
Pualena 5:50
Oh my gosh, can we just dig into that just real quick, because this to me is where a lot of people falter. It's the shiny object of Oh, my gosh, I can make money promoting somebody else's stuff. I don't have to do my own thing, Sign me up. And we often forget that there needs to be an audience that already trusts you that will, you know, if you recommend something, they know that you're going to recommend something good. And they will take that action. How do we ensure that we're set up in the right way to have an audience that can trust us, especially for those who might be just starting out? Or haven't really considered this or been nurturing? Any sort of community or email list or anything like that?
Angela 6:39
Yeah, yeah, that's a great question. I, first of all, I don't want to deter anyone from just trying affiliate marketing, but the clients that I see the most success with our clients that their brand or their business is not in the idea phase, I like to call it so you didn't say last week, I want to start a business. And then now I want to start affiliate marketing. I like people to be several months, even, like, years into their business, before they're going to implement affiliate marketing, you also want to have your own offers in place, as well. And you don't want your affiliate relationships to interfere with that. So, when it comes to developing that know, like, and trust factor with your audience, I think like I touched on a little bit, there are visual elements, it is important, I don't think you need to have spent a ton of money on your brand. But I think you should have consistency with those visual elements, consistency with colors, you should be showing your face in your marketing, all those things that come with the visual elements. And then on top of that, I mentioned sharing your opinions, sharing your values, sharing what's, you know, what's wrong in your industry, so that you can kind of create those polarizing opinions as well. And getting people to really resonate with what you say, as far as your brand messaging.
Pualena 7:58
Brilliant. Thank you. That's awesome. And I think it really drives home the importance of consistency. And, you know, consistency builds trust, even if it's subconscious, with something like a brand. Right?
Angela 8:13
So, important, so important.
Pualena 8:14
Totally, awesome. Okay, let's get back on track. We were talking about leveraging maybe somebody else's offers for affiliates. And do the same rules translate to if you are utilizing your own affiliate, group of affiliates to promote your offers.
Pualena 8:33
Yes, similar rules, I would say apply. Generally, most businesses that I help with their affiliate program, so growing their own group of affiliates to promote, promote their offer are a little bit further into their business, because they've tried some other marketing methods for growth. And they want to see a little bit more growth. So, affiliate marketing is another tactic. And so to just come out with an offer on the first time out, personally, I've used affiliates, because that's kind of my realm. So, again, I don't want to deter anyone from using affiliate marketing. It can be as simple as you launch your course. And on the first launch, you have 10 community members, maybe you're in networking groups, or you have some friends in your industry or outside of your industry that would have a similar audience, you can simply just start by using those 10 affiliates to help grow your offer. It doesn't have to be anything monumental the first, the first time out. But it's so great because you can just continue to build from there every launch that you have, or every I don't know, sales that you work on a flash sale method, every flash sale that you have start to recruit five more affiliates or something like that, and it can just build exponentially from there.
Pualena 9:50
That is amazing. Okay, I have a bunch of questions. I should just start writing these down so I don't forget. First, do you recommend any sort of. So, I love that you provide a very approachable sort of introduction to this right? Ask your networks, bring five people in, ask them if they'd be open to helping you share, let it grow from there. So, when I hear this can grow exponentially, all of my little, like, buzzers go off and like, make sure there are systems in place to support exponential growth. So, what systems do you use? Or do you recommend that are helpful and keeping this sort of organized and making sure that you're in contact with the right people at the right time?
Angela 10:37
Yeah, well, first and foremost, I should say, I do believe wholeheartedly, that your affiliate program should be managed by a person. It's not something that we can set and forget. So, whether it's a VA on your team, whether it's an affiliate Manager, which I have a couple clients that I still do recurring affiliate management, so I just handle all of their recruiting of affiliates, the communications between affiliates in the company and whatnot. But it should be handled by somebody because it has to be an active program if you want it to grow. And the only way to do that is to be relationship-driven, I want to say, because that's the best way I can explain it, because you really want people to want to promote your product. And again, it goes back to that know, like, and trust as a business owner, you want these affiliates to want to promote you and give them enticing incentives to promote your product, give them the proper knowledge to be able to promote your product, if they haven't taken your course or, or been hands on with your program. It's important that we just have that management there.
Pualena 11:47
Brilliant. Hey, guys, write that down. Have a human manage your affiliate, it could be you, right? If you're a solopreneur. Awesome, awesome, awesome. I mean, it can be the entrepreneur, but also it could be you, if that is a service you offer?
Angela 12:02
No, I know what you meant. Talking to our listeners here, like it could be you if you have, I'm going to say a minimum of five hours a week to just communicate with them, answer any questions. You want to be involved. It needs to be a hands on thing, if it's something that you want to grow. And, and let me tell you, I just have to tell this stat because I share it all the time and people are floored. Amy Porterfield. Are you familiar with Amy Porterfield?
Pualena 12:26
Yes.
Angela 12:27
She mentioned in 2021 85% of her revenue from her course or signature course came from affiliates. 85%. Yes!
Pualena 12:38
Wow!
Angela 12:39
She relies heavily on affiliates. So, I mention this because I want to truly tell people the value in word of mouth marketing, and then giving people an incentive. So, that's what affiliate marketing is. It's word of mouth marketing. And then you are giving people an incentive to promote you which is, which is a commission which is a cut of, of what they, what they refer.
Pualena 13:01
That is massive.
Angela 13:03
Yes.
Pualena 13:04
And let's just sort of like set the reality here. Amy Porterfield has a long standing circle of colleagues in the same field, right? Like, she's up with, like Jeff Walker, and Stu McLaren. And they all promote each other, and they're in them, a multi million bajillion dollar group. But that's not to say we all can't get there, right? Like this is a reality that is achievable. And what I would love to dive into is, let's talk numbers a little bit. So, like, I would love for 85% affiliates to be all of our goals. Like, that's amazing. And what I love so much about this space, is it's sort of like that givers gain, you know, like your, your affiliates are also like, really, really stoked to be bringing in income. And it's, I would say it's active to be an affiliate isn't necessarily passive income, because you're, you're actively promoting, you're sharing about somebody else's program that you believe in. So, what's the typical percentage that you would offer an affiliate? Or is there a range? And are there like tiers? And what do you like? If there are, do you recommend certain percentages for certain groups of people or what does that look like?
Angela 14:26
That is such a great question. Yes, I'm not going to give you a black and white answer, but I definitely want to throw numbers out there just so someone starting out with a brand new affiliate program has an idea. If you are an entrepreneur that doesn't have maybe the biggest following ever an Amy Porterfield size following and you have, let's say, a larger ticket course $900 or more. I'm going to say you can probably start at around a 25% commission for your affiliates ... I see like 25% to, I don't know, 35% like a higher ticket course. So, you want to really think about your affiliates who is promoting your offer? And what would be enticing for them, and put yourselves in their shoes, would you if you're offering a $47 course, and you're offering 10% commission would less than $5 be an incentive for you to go promote their products, you know, probably not. So, if I'm looking at, again, a $47 offer, maybe I want to offer 50%. And I always say, you know, 50% of something is better than 0% of nothing. So, I really want you to kind of think about it that way. But again, with the $900, plus high ticket course offer of your offering 10% of that $90. Like, that's actually pretty enticing. But then you have to think about, they maybe need to do a little bit more work to sell a $900 course as well versus a $47 offer. So, I have clients right now that are, that are giving away 25% to 50% commission on their offers. I haven't really seen much higher than about 50% commission.
Pualena 16:19
That's still really generous. Right? It's like, let's say it's $1,000 course, that's the, on the low end, that's $250 per course that you sell. Right. Right. That is, to me, I mean that it speaks volumes, as long as you believe in the product. Right. And I think a lot of people, there's, there's always the question of does affiliate marketing count? As, like, is this an MLM? Do you ever get that question?
Angela 16:52
I do know, people get that. Yes, multi-level-marketing. No, it's really not the same thing at all, as affiliate marketing, you know, it's nothing like a pyramid scheme, you're not getting a team under you. The only people with the team are essentially the merchants, you know, or the, you, the course creator if you have an affiliate., affiliate program. But the beautiful thing about being an affiliate and what's enticing to people that actually make a full-time income. And this is their job to be an affiliate marketer. They have freedom and they love it, they are not employed. They don't have to listen to anybody else. They have their own brand, for the most part. And they're promoting the products that they want to promote. And so I think that, hopefully, it gives people a little bit of, like, clarity, as far as the kind of slimy aspect that you hear about with affiliate marketing is that, oh, you're only promoting that product, because you get a kickback, you get a commission? Well, it's, it's usually not that way. What I see now as affiliate marketing is growing in popularity is that more people are promoting these offers authentically, because they're choosing to do so on their own accord. No one's forcing them to do so.
Pualena 18:09
Totally. And what I've been seeing too is, if there is, let's say, I am an affiliate for you and I am familiar with your program, and I maybe offer, like, a complimentary service. I've seen affiliate offer, like you maybe get a special rate if you sign up through me. And we're gonna go through the program with you. Like as a cohort. Do you, have you had experience with that?
Angela 18:37
Yes, I love that tactic. I, I see that tactic as like, I call it adding a bonus, like your own bonus. Yes. Whether it's like me, Angela, as an affiliate for you, Pualena. It's okay, I'm gonna offer you my, my freebies that I created or Yes, like, I will go through and answer whatever questions you want. We'll do like a weekly call to go along the program with, with anybody who purchases through my affiliate link, and I love that.
Pualena 19:08
Totally, it's added accountability. And, you know, as you said, it's not your program. So, you're not the one that has to teach every week or do you know, manage the Facebook community, it's you and your people that are going through it based on your referral. And it really that to me, just shows that I believe in what I'm sharing enough that I'm going to go through it with you. So, I think that's a beautiful way to set things up. If it makes sense for you and your business.
Angela 19:37
Yeah, really earning that commission that you're getting.
Pualena 19:40
Yeah, absolutely. There's a couple that I used to follow. Their business was Screw the Nine to Five. Does it sound familiar?
Angela 19:48
It does sound familiar.
Pualena 19:49
I can't remember their names off the top of my head. It's usually like right there. Right? It's like they're amazing. They're just, like, power couple and they used to have this program and about two years, two or three years ago, they stopped their program, they closed their membership, they closed community, and they only do affiliates. And they're sort of like in the Amy Porterfield crew. So, they are, you know, they're doing fine. But I think, it's, it's a beautiful structure, again, especially if your community that you already have is, you know, they bought into, you know, whatever it is that you were offering. And it's in a similar industry to what you are now an affiliate for. Have you ever seen somebody sell something that was totally, like, not even close to what they do or what their community might be about, and have done it successfully?
Angela 20:45
I mean, all the time, because there are, there are so many free resources out there, if you just go and google like free affiliate marketing course, I'm going to tell you, I'm gonna, like reveal the curtain, reveal what's behind the curtain of all these free courses that you could go take. They're gonna tell you, go do some research and find a niche, build a website around that niche, put your ... feel like look like an expert, create a personal avatar, that, that is the expert on your website, doesn't have to be you, it can be a made up person, and then post your affiliate links. Voila! You win. So,, I mean, I see that all the time. And you know, those people, they're not passionate about it, they're just creating content about it. And even on the affiliate management side, I see app… I see dozens of applications come in every day of people wanting to promote some of these merchants that I'm, that I'm working for. And their websites are phony. And if you can just tell. And so you know, we're seeing that all the time. And it's probably always going to exist, because I think some people think it is the true easy way out. But that just doesn't even seem easy to me like your that seems like a lot of work and, and nothing is guaranteed anyway. So, why not just be real and post things that you I always say A) you are using and loving, or B) your clients are using and loving. So, you don't necessarily have to be using the product. But if you want to recommend it to your, to your community, then at least know that someone in your, in your world has had success with it.
Pualena 22:27
Oh, my gosh, I love so many things about your answer. Like let's keep integrity top of mind here. And how much more difficult would it be to promote something that you don't have a connection to? Right? So, not only are we building ease into the process, but we're also staying in alignment with our values? And like what's the best, fastest way for people to stop trusting you, go against your values? Right?
Angela 22:56
Exactly.
Pualena 22:58
Totally awesome. So, my next question is, do you guide people to utilize affiliate marketing to monetize things like a YouTube channel or a podcast? And if so, what are some best practices for people to sort of start looking into that?
Angela 23:19
Absolutely. Yes. And you mentioned two great examples, you hit the nail on the head with that YouTube, podcast. And the third one I recommend is a blog. So, those are your content pieces, I like to say you need to have one of the three, we're not just going to build our affiliate marketing revenue around social media. So, as much as I do post affiliate links on Instagram, I see it all the time. People with large audiences have success with it. I don't want it to be your only way of promoting affiliate links. Provide that value in the form of a YouTube channel, a podcast or a blog, and then use social media as a remark... or I'm not, a remarketing, but what am I trying to say... cross-promoting a method to send people to your content where they can get that little tiny transformation, and then you know, purchase through your affiliate links where you're helping them. So, that's kind of my first best practice is to use social media mainly as your cross-promotional method. A second best practice is to come up with a systemized approach. So, whether or not you're an organized person, I want you to get organized with affiliate marketing the best you can. So, whether it's on a sheet of paper, or you have a Google Doc, and these are things that I'll share in my program as well, like you have access to all these templates where you can just fill in the blank and track your affiliate links, track the progress, figure out what's working and troubleshoot because I think the main thing I see with people quitting affiliate marketing because they say "it doesn't work for me. I didn't have success with it." They quit because they don't troubleshoot and they don't try to fix that's the whole marketing part of the affiliate marketing is you have to go figure out what's working for you, and what's working for your audience and tweak, maybe quit some affiliate programs that just aren't working and try some other ones. It's a little bit of trial and error. So, tracking what's working, what's not working is, is the second thing. I think that's, that's a big one.
Pualena 25:19
That's huge. I feel like you just gave like, great general life tips as well.
Angela 25:23
Yes, yeah. Yeah.
Pualena 25:27
And tracking is an amazing opportunity. Like when we think about, I say this all the time with our clients, if something doesn't go the way we expected it to. The result of that is data. That's all it is. So, we get to take that data, analyze it and figure out what to do next. But if we just dump it, and we're like, that didn't work. Let's try something else. Like, look at all that data you collected that you're not using, how?
Angela 25:50
Perfect.
Pualena 25:51
Right?
Angela 25:52
I love that. It's, it's, and I like to think of it as a process of elimination, like, how else do we figure it out? So, you're just checking off the boxes? That's a no, that's a no, that's a no, until you find your yes. Or your 10 yeses, so?
Pualena 26:05
Totally, totally. I love it. On that note, what are some of your favorite tools that you use for things like staying organized, tracking, project management, anything like that?
Angela 26:19
Oh, my gosh, I have so many because I'm kind of, I'm kind of a nerd when it comes to organization. And I'm a super Type-A person. And which is surprising for, for someone who has a design background I know. But I kind of have that competing left brain-right brain sometimes
Pualena 26:35
Ditto.
Angela 26:36
Do you really? It's a real thing.
Pualena 26:39
I'm obsessed with organization and like task management. But then there it's also sort of organized chaos sometimes.
Angela 26:45
Yep. 100% I could relate, I did find a project management system that I love. And that works for me, it's called Click-up.
Pualena 26:53
Yes, we live in that. Yes.
Angela 26:56
Like I was, I used Trello a little bit. I was an Asana user with all my clients for the longest time. And then I discovered ClickUp. And I actually took a course on ClickUp. And within that course, there was some templates that were given to me, and it helped me...
Pualena 27:12
I hope you are an affiliate for that course.
Angela 27:13
I am!
Pualena 27:14
Are you? Okay, perfect!
Angela 27:17
It's Danna Malstaff's program. Dana Malstaff THE Boss-Mom, the OG.
Pualena 27:23
Amazing.
Angela 27:24
So, she has a program for this. And I Yes, I'm 100% an affiliate, because I do like the things we're talking about right now. I'm so glad you asked this question because it goes back to before you become an affiliate and like, just as a business owner, the foundational elements to set yourself up because I work with business owners. The majority of them are and so ClickUp yes is a huge one. It has completely changed my life. My world is in ClickUp, I don't know what I would ever do if it, if it went away now.
Pualena 27:52
Yay. I'm like, please say ClickUp, because based on what you're saying, whatever you say, I'm going to have to move to it.
Yes, I love ClickUp. Love it. Love it. What else do I love? Just like websites, I'm obsessed with a tool called Hot jar?
Yes!
Angela 28:09
You love HotJar too?
Pualena 28:10
My God, I knew we were getting along great.
Angela 28:14
My thing is I get into the rabbit hole of going and looking at people that have visited my site and watching the video replays of their actions. But we, again with the analyzing data, we can learn so much by figuring out whether it's on your sales page or just on the homepage of your website or, you know, the work with me page, whatever it is, where are people getting stuck? Where are they clicking? Where are they exiting the page? Actually, what pages are they you know, clicking on most, so HotJar is an amazing tool for that. Even though I'm a graphic designer, I love Canva. I use Canva all the time for graphic design and presentations and that sort of thing. Social graphics. The last probably really important one, because I'll keep it short here because there are too many.. Tailwind for scheduling out. I use tailwind for Pinterest. Pinterest is a huge platform that I'm obsessed with. And then Tailwind for Instagram.
Pualena 29:10
Amazing. That's the only one, of everything that you mentioned that I have not tried yet. Based on this conversation so far. I will be trying it as soon as we get off.
Angela 29:19
Yes, yes. I think they do have a free trial there. So, but it's amazing. It's amazing. With Instagram, I can't really say much sets it apart with Instagram, they do have a cool tool for your bio, it's called Smart bio. And you can look on my Instagram if you want after this and I use it, but it's a smart bio link. And so what you can do if I don't have 10,000 followers, so I can't just add links whenever I want. I know they kind of changed that with stories now. But what you can do is if you click on my spark bio link, you see every post on my feed, and I can create a separate link for those posts. So, I've seen people do affiliate links I linked to my lead magnets most of the time or my website. So, when someone clicks my smart bio, they get all, all of my links with each post. So, that's kind of cool with Tailwind. And I believe you can schedule out stories, you can't schedule out reels. I don't know if any platform does that yet, but you just can't do that. And then the Tailwind site for Pinterest that I love is this thing called Smart Loops. And so every time I create a pin, I put it on a Smart Loop. And it optimizes each pin throughout the month, so that they're pinning it for me. It's completely hands off. I don't even touch Pinterest at all, except for when I create content. And so every time I create content, I create maybe three different pins, add them to my Smart Loop. And they're constantly being repinned throughout the year by Tailwind.
Pualena 30:44
You are blowing my mind. And what are your Instagram and Pinterest handles so people can go and see all of this in action?
Angela 30:52
Yeah, so Oh, my gosh, now you're tripping me up on Pinterest. I'm pretty sure it's just @angelajoymarkham on Pinterest. And then on Instagram, I'm @affiliate.coach.angela
Pualena 31:06
Brilliant. And I'll link those in the show notes as well. But unbelievable, I know, we are focusing on affiliate marketing. But I honestly believe that a great business is supported by great tools. So thank you so much for sharing all of those
Angela 31:22
100%. I agree.
Pualena 31:24
Awesome. Okay, any other questions that I had about affiliates? I feel like we tackled some of the really big ones. Was there anything that we didn't touch on that you felt is really important to make sure we mention?
Angela 31:41
The one thing I was, in my head, I was like, we need to touch on, we already did, which is kind of the two, the two-fold sides of affiliate marketing becoming an affiliate and then using affiliate with your coaching or your course. So I just wanted to make sure that, that it was clear that, that those are kind of two separate tactics to succeed with affiliate marketing. But I think this was great. I think we covered all the bases for the most part,so.
Pualena 32:07
Brilliant. I agree. I think this was awesome. I think that there are a lot of nuggets in here and actually a lot of really practical next steps for people and I'm sure people listening are going to want to reach out to you. And you know, check out the programs that you have and see what your services are. So what is the best way for people to connect with you?
Angela 32:29
Yes. Well, as far as social media I'm definitely most active on Instagram. So @affiliate.coach.angela And then my website is just www.angelajoymarkham.com and Markham is spelled M-A-R-K-H-A-M so pronounced Mark-um but looks like Mark-ham. But that's, that's a great way to, you can look at my offers there, apply to work with me or just send me a message there. That's a great way to get a hold of me.
Pualena 33:00
Amazing. Thank you so so much for your energy and your enthusiasm and your gentle approach to this really, really amazing opportunity for business owners to expand their networks, expand their reach and expand their income. I think this is underutilized. I think people tend to be a little bit intimidated by affiliate marketing. And so I'm really grateful that you were able to share some tips and tricks and I hope that you guys reach out to Angela, she's amazing. You will absolutely love her. And I have a feeling there's a part two coming down the line because this was just too much fun. I'm having a hard time saying goodbye.
Angela 33:41
I would love that. Thank you so much. It was my pleasure.
Pualena 33:45
Awesome. Take care.
Angela 33:46
Thanks.
Outro 3:47
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five star review and tag us on Instagram @pualena.co for a shout out on the next episode. And be sure to visit pualena.com for more info. Thanks again for listening.
Pualena talks with award-winning speaker and business coach Arliss Dudley-Cash about the importance of self-love, self-compassion, and mindfulness in entrepreneurship. This episode is full of actionable insights to lighten your mind, body, and soul, from allowing yourself time to recharge during a tough day to incorporating two minutes of meditation into your daily routine. This episode offers valuable wisdom for both your business and personal life.
Arliss shares her personal discovery of the power of self-love and self-compassion at a time when her health and life were literally on the line. After making impactful changes to her lifestyle and transforming her relationship with herself, Arliss studied the science behind how self-compassion and self-love impact our health and minds. Now, Arliss helps other entrepreneurs find their self-love and self-compassion to make healthy changes through business coaching and public speaking engagements.
About Arliss Dudley-Cash
Arliss is known for her work in soulful business practice. Coming from a diverse background rooted in science, she has a bachelor’s degree in forensic science and a master’s degree in neuroscience. She is known as The Ideas Queen as she is an outside the box thinker. In her work with her company Soullutions By Arliss, she guides entrepreneurs to bring mindfulness to their business practices while providing practical business advice and coaching. She resides in Hawaii, a beautiful and healing place. Arliss enjoys anything that brings fun, laughter, authenticity, and love into her life. Her mission is to create a gentler world by first living as an example of being gentle to self and then assisting others in becoming gentle within. Arliss’s key to success is she always continues to make steps forward no matter how small they are, even if a pause is needed from time to time, and she celebrate each step of the way.
Resources:
Louise Hay
BNI - Business Networking International
Laura Reid - Public Speaking Coach
CrossFit
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Arliss Dudley-Cash: website | facebook | instagram | linkedin
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Transcript:
Arliss 00:01
None of us should ever allow fear to dictate our decisions. So, that is the difference.
Intro 0:10
Welcome to the Course Creators Academy podcast with digital design and course creation expert, Pualena. Tune in for strategies and how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now let's get started. Here's your host, Pualena.
Pualena 0:40
This is Arliss. She is my business coach. And one of the brightest lights in my life. I cannot remember life before you nor do I want to. And I am so grateful that I get to talk with you every week. And on weeks like this, twice a week, which is like so super exciting. And yeah, let's let's dive right in. Because I think this is gonna be so juicy. So if you would share a little bit about who you are, what you do and anything you want to throw into your introduction.
Arliss 1:16
Thank you so much for having me today, Pua. I'm just excited to be here and have so much respect for what you do in the world. And I'm a business coach. So that's primarily what I do. I also focus on the soft skills in business. So not only do I do, but that's involved. I focus very heavily on the soft skills in business. Things like mindfulness, emotional intelligence, self-awareness and passion. I feel like those soft skills are just as important if not more important, than the hard skills and business. And then on the other side of the coin I also focus very heavily on self love. So for me self love is important from a scientific standpoint. And there's a lot of research that shows how it impacts our bottom line in business and self love also supports our selves, of our body, and in our brain in functioning well. So, that's what I really love to focus on. And I do that in coaching and in speaking and in authorship in books, so lots of fun there.
Pualena 2:28
Oh my gosh already. I'm like, okay Pua, let's prioritize your questions. It's just you're, you're so fascinating. And I would love to dive really deep into that the self love component of this because I think it's a big part of what you do and a big part of what you believe in and not something that people always correlate with business coaching or business success, or even personal wellness. Like, I can exercise, I can eat right, but self love usually isn't on that list. So, I would love to hear any sort of like let's just dive in. And what I would also love and I know that you have a very science-based background, which is part of what makes your work so fascinating. So, like feel free to bring that research and science into this too because I think that's what a lot of people are looking for also.
Arliss 3:25
So, I'm gonna let your listeners in on a little bit of a secret of mine. And so I want everybody to get in close. Get in close to your speaker because here comes a secret. I am a huge nerd. I'm a huge nerd, totally a huge nerd, like card carrying bonafide nerd. And so I am definitely going to be talking about some science today. And really the biochemistry and the neuroscience of why self love is so important and why it's so critical in our businesses. So I would love to say that I found self love through learning about self love and learning the science of self love and, you know, following self love, thought leaders like Louise Hay and all those different people. But that would be a total falsehood, because it's not true. I did not even consider the thought of self love until my life was on the line. Before my life was on the line, I pushed myself through negative motivation. I overworked myself. I was one of those people that was putting in like 90 hours a week in graduate school, didn't see a problem with it. I was playing on like three different softball teams at once after I got off of work and all those different things. And, and I really did not focus on being kind for myself. I said things myself that I would never be okay with someone saying to somebody that I care about. I called myself names. I ridiculed myself. And I did all of that because I thought one - that it was normal, two - that it would get me to where I want to be, and that success was more important than anything else. And I almost paid the ultimate price. You know, I was diagnosed with a rare genetic condition at the age of 28 years old. I was wheelchair bound for over a year and a half. And when I was diagnosed I was told that I probably wouldn't live more than a year. And I had to walk away from everything in my life. In that moment. I walked away from graduate school, I sold my home, I sold 90% of my possessions. And I moved in with my parents at the age of 28, thinking that I would be dead in a year and I realized that I had to make a change and I had to change everything in my life. And that included how I love myself and actually falling in love with myself. And that is why I care so much. I'm going to tell you the science, we're gonna get to that in a moment. But the reason I care so much is because I don't want anybody and I mean, anybody, even the people that I'm not so fond of in this world, to ever get to the point where they're putting their life on the line because they don't love themselves. I don't want that to happen. I don't want that to happen in our society to anyone. So when I started loving myself my life, I got healthy again. I got excited about life again. I was able to find a new career. I went back to school and eventually started the business that I do now. And along the way I started to look into like, you know, loving ourselves feels good and all, and that's great, but like what does it really do? Because, you know self love is talked about so much, and I'm like a nuts and bolts person. I want to get down to brass tacks. I want to know the numbers. I want to know the data behind why I'm doing what I'm doing. And so there's a few pieces of scientific data that I'll share with you. One is based on research done at Queen's University in Canada. We have over 60,000 thoughts in a day, which is a huge number and 80% of them are negative in the average person and 95% are a repeat of the thoughts that were had the day before. So, we're having a lot of negative thoughts. And we're repeating a lot of negative thoughts every single day. And what does that mean? That means that we are normalizing abuse in our minds. And when we normalize abuse in our minds, we're much more likely to abuse our bodies. We're much more likely to accept the abuse from outside of ourselves. That could be in the form of clients, partners, collaborators, bosses, things like that. And so, how do we change that cycle of abuse? We start by being nice to ourselves. We start by loving ourselves. Another piece of data that I'll share is the Dr. Elizabeth Blackburn who's a Nobel Prize winner, did biochemistry research to show that our cells are listening to us. So when we are negative to ourselves, and we talk badly to ourselves, our cells have a stress response and they wear down the ends of our DNA which are called the telomeres and telomeres that are important for longevity, long life and healthy life, you know, being resistant to disease. And, and so the way we talk to ourselves literally impacts how long of a life we live and how healthy we are, and when we speak positively to ourselves, our cells hear that too. And they preserve the end of our DNA, which is huge. Yeah, it's huge. We can actually support us living longer, healthier lives by just saying nice things. And the last piece of information that I'll share is that we actually have a part of our brain that's completely dedicated to self love and self-esteem called the frontal striatal area. And when we build that up, through self love, we actually can make it thicker, stronger and more highly active and that area of our brain is connected to the areas that are responsible for decision-making and motivation, which are critical in business. So, that's the reason why I teach self love and why I know that it supports us in our bodies, mind, soul, and in our business.
Pualena 9:49
Oh my gosh, I don't think I've, I've actually, like, dove into the, that sort of science, the science part of this with you as much. That's fascinating. And I love that. I mean, I think for you to have that. I guess is it a come-to-jesus-moment? Or a series of them right where you're like, because I think until that time comes, unless people are keyed into research or podcasts like this where they're getting fed this information. We assume that we are meant to be resilient and that we can take that abuse from ourselves and others because that's the path to success. And unless somebody has a moment like that, and I would say even if we haven't and we heard a podcast like this, we've heard your story where you're like, I am warning you, like this is the price you'll pay. Like, please listen to me. I'm trying to save you. I feel like there are still people, and I almost don't want to admit that I could potentially have the same reaction if I didn't know you so closely, that like okay, well that happened to her. I'm like, I'm good. I've been living like this for a while. You know, I don't think that would happen to me. Do you think that there were signs before you actually, like before something big happened, that you actually went in or, you know, how would you describe the way that you were feeling and living even before you were feeling any sort of discomfort, in comparison to how you feel and how you live now, weaving so much self care and self love into your life?
Arliss 11:39
And I love that question. First I will say what I'm really trying to say is this is my story and you can save yourself. You can save yourself. You can choose to save yourself. Like I don't feel like I save anybody. I feel like individuals save themselves. So I want to really give some motivation around that. The other thing that I will say is that resilience research has shown that resilience actually comes most from self compassion, more than anything else. It's not from being hardened. It's not from, you know, being steeled against challenges. It's actually from being able to show yourself self compassion. That's what research says. That's what science says. So, if you really want to be resilient in your business and in your life, be compassionate and kind to yourself. Were there signs? Well, let me say this, there were signs and speed bumps and roadmaps and billboards. I started having physical challenges when I was 10 years old. Now, the doctors had no idea what they were. The condition that I had been diagnosed with Ehlers-Danlos syndrome is a very rare condition. Most doctors have actually never seen it in person. So, I started having physical challenges when I was 10 years old. I became very aware that if I let others know what was going on around me, to the extent that it was going on, that I would be excluded, that I wouldn't be able to play on teams, that I wouldn't be picked for social events, that, that I wouldn't be able to get good grades or be respected by my teachers. And so for the most part, I hid how sick I was until I couldn't hide it anymore. And what did this look like? You know, what was I experiencing before I was 28 years old and really couldn't hide it anymore? Well, I would eat, go to school or go to work during the week and I would have to completely rest and take off the entire weekend, just to be able to do the week again. That is not the way that it should be. I know that that's the way our society lives, but that is not normal. It is not normal to be so exhausted by the end of the week, that you have to take a whole weekend to recover to then go back to work or school again. Feeling discomfort in my body to the point where I really shouldn't be at work or I shouldn't be at school or I shouldn't be in a meeting or doing things like that and doing it anyway. Medicating. So, I'm, I mean, there are, you know, with the condition I have, I do take like two medications right now that I have to take. So, I don't want to say that medications are bad or wrong. You know, every things, you know, whatever works for the person and their doctor recommends, but I started taking pain medication. When I was 10 years old, you know, and I was on the maximum dose that someone could take and function by the time I was like in my teens, and I'm not on any pain medication at all now. But that's the only way I got through that. And I think back and like, if I had gone to somebody and be like Dude, I'm, I'm 15 years old and I'm on like, daily pain medication because I'm in so much pain, like Is this normal? How could I have help? Maybe I should be doing less, you know, if I'd asked those questions, my life may have looked really different. So yes, they were huge, huge signs along the way. And I still use those roadmaps to guide me, cause guess what... I'm human. And even though I worked, almost, literally worked myself to death, like almost, you know, I still fall back into those patterns sometimes. And so, if I'm having a day and I like, and my body hurts and I take Tylenol or something like that, two days in a row, I'm like, "Oh, that's not my norm. What's going on? Am I doing too much?" You know, if I get to the weekend and I just want to lay on the couch and watch TV all weekend instead of going to the beach or being around family or friends or things like that. I'm like huh, so did I do too much this week? Like, what do I need to look at to make sure that I feel better next time and so, I mean, I think you can have all the self care practices in the world. But if you're not regularly checking in with yourself to see how you're really feeling and, and what the result of what you chose to do is, it doesn't really matter because you could still end up overworking yourself and overdoing.
Pualena 16:33
Absolutely. Do you have strategies or anything in place to remind you to check in with yourself and things start to get too busy?
Arliss 16:42
Oh yeah, so one, I've empowered my friends to ask me questions, you know, and dive deeper. And if I say things like, Oh, I'm so tired or this week was hard or things like that. Ask me, you know, hey, you're doing too much. Is there a way you have scheduled less? Did you do yourself care this last week? So I logged my self care in an app. And I go back at the end of every week and I look at that if I don't do my self care there. Why didn't I do it? Like, you know what's going on there? If I'm not doing my physical movement of choice? Why did I do that? Was there a reason? And I really, I really try to pay attention to my body. So if I'm feeling you know, any kind of discomfort in my body, it's a time to check in and what I learned is we can get messages from our body as whispers or we can get messages from our body as screams. And it's up to us to determine the volume that comes out and when we're present and really paying attention, we hear them as whispers.
Pualena 17:55
Totally. When you share about this, it's sort of closes the loop on our, our work together and I have to share. So, our first call together ever. I it's, it's funny because I both remember it vividly and also it's a fuzzy memory because again, I can't remember like before you, um, and like we, my homework assignment, one of them, was to take five minutes in a day. I think it was five minutes in the morning for just quiet time. And I remember that feeling like a lot. I was like, oh, really but like I know, I like to get to work in the morning or I like to do my workout like what am I going to do? Five minutes - that's crazy. The fact that I had that initial reaction and I think back on it now like That's insane. But I think a lot of people would say like, five minutes, like, oh, and I remember having a hard time fitting it in also. And I was texting you - were like text me every day that you do it. And I remember there were days where it would be like 7pm and I was like, Oh God, I didn't do my five minutes of quiet yet. I was like, I did it just now and I actually fell asleep. You know, and it was just, and you're so, you have this beautiful balance of gentleness and compassion and also accountability. And the work we do together is, I mean we move, we move fast and we move hard and it's really, really awesome. And I am now seeing that that needs to be a foundation in order to be a successful client of yours. If there's no sort of quiet time and self care and mindfulness and really like, we also, I also do mirror work based on your recommendation, which is I think the sort of self love, self compassion, and like cheerleader part of this of like, You're amazing. You're beautiful. You're a badass, you are gonna get up and crush it today. like these are things that I'm so used to saying to myself now. They feel good in my body. But at first I would get up in front of the mirror and be like, go get 'em today. And, you know, it's the fact that I practice this with myself, I've noticed, allows me to super comfortably also share and gift these compliments to others, like so freely, and it just it feels like a gift to myself and to them and so, thank you. I don't really know if there's a question in there. But I just wanted to share that. It's, it's been really impactful.
Arliss 20:46
Yea, well, and I'm, I'm so happy to hear about that. And what I love about what you've shared, is that it can start small and simple. I think that when people think about having a self love practice or self care practice, they're thinking of, you know, of painting, a meditation room with a mandala, getting a rug to match and then maybe at some point, you know sitting down and meditating, and it can start with two minutes a day. Two minutes. So the research shows that if we meditate for two minutes a day, we get all the benefits of mindfulness, we get all of the benefits from meditation. So you can start with two minutes a day I have clients and they have a reminder on their phone and it goes off and they practice two minutes of meditation in that moment. And that's their self care practice for the day. I do think that it does help if we're able to expand that to other things. But start simple. Start simple. If looking yourself in the mirror and cheering yourself on at this point is outside your realm of comfort, just look at yourself in the mirror, start there and smile at yourself. My mom likes to say that she flirts with herself. She flirta with herself in the mirror. And that's her mirror work. So. keep it simple. Start small and when you do that it's much more sustainable.
Pualena 22:16
Absolutely. Yeah. Those two things, at this point have become somewhat of a habit. I miss them some days, I do, like full disclosure... and I.. although I... you're like this superhero to me. I always like when you say that you're human because it's it's nice to hear. You do a lot! You're amazing! And it's, it's something that feels now, like, if I don't do it, or if I'm having a tough day, I don't, I'm not gonna ever blame that I didn't do it, and that's why I had a hard day. It's a tool to refocus. So, like if, if somebody's being like, really difficult or I have a lot of work to do. I now know that if I just, I usually just sit down on the floor right here. If I just sit down and like close my eyes for five minutes, and I'm just quiet, sometimes I can do sort of like a meditative-esque session, where in my mind is not racing, but usually there's lots and lots and lots and lots of thoughts, which also used to feel wrong, you know, like, it's supposed to be quiet, you're supposed to think about nothing, but that's usually not the case. It's like, just that time to breathe where you're not acting on your thoughts. That's huge.
Arliss 23:38
Yea, and well there are two things that you shared there that are awesome. And that we can dive a little deeper into. So, one is when we have a harder day... I think most people are less likely to give themselves care, where as if their partner or their best friend or their family member had a harder day, we would be more inclined to give them more care. So my question is to everyone that's listening. Why is it that we give ourselves less care? What if, when we had a hard day, we actually, our response was, oh, I need more care today. I need to be gentler with myself. I need more time to rest. I need more time to relax. I need to be more loving to myself. And and I know the answer why we don't do that is because we feel like we don't deserve it. If we've had a hard day then we feel like we don't deserve care, and I'm here to say that when we've had a hard day, we deserve the care even more.
Pualena 24:58
I was literally thinking that. People are probably like, well, I didn't get everything I needed to get done, done. So why should I give myself five minutes when I could be doing this work?
Arliss 25:10
Yea, and I guarantee you if you start giving yourself those five minutes, you're much more likely to actually get the work done. Because our brains are just like any other muscle in our body. Now, obviously the brain is not a muscle, but just like we you know, we wouldn't go to the gym and do bicep curls every single day for three hours. Like, we would go to the gym and work our biceps and our triceps and our quadriceps and our calves and our abs, like we're gonna split it around and we're gonna give our muscle groups time to rest and heal. We have to do the same thing with our brains. Our brain needs time off too. And this brings me to the other thing that you said, which is I felt like it was wrong when my mind was racing and that I had done it wrong or I had failed the meditation or whatever, whatever. Well, welcome to the human brain. This is the normal state of the human brain, in our society is that there are lots of thoughts and our mind races sometimes and you'll notice a difference if you're able to show compassion and acceptance of it. Just be like, oh, this is just what's happening right now. No judgment. This is just what's happening right now. And when we're able to be in that place of just being in the present, with whatever is happening in our brain. It's, It's magical. It's magical because then there's a calming down because we're not trying to control it or change it.
Pualena 26:48
Totally. That. That, right there. We're not trying to control it or change it. Those two things. I mean, our work together has covered like millions of miles but those are two things that I think entrepreneurs in general, sort of have a little bit of challenge around. And it's, I don't know, I'm gonna make a generalization. No, I'm not. I'm just gonna say it, for me personally, controlling and changing things because it's my business, feels like something that I need to be doing. And I think I'm somewhat of a very controlling person. Those... practicing that on ourselves, again, allows us to practice that in the external world. And that's another benefit that I found to be true of like, if we can, I think you told me this, to like, hear the thoughts. Say, hey, thanks. I see you, later, you know, and just sort of let them come and go as they will. And then applying that to other parts of our business and other parts of our lives. Life-changing. Right? It's amazing.
Arliss 28:09
Absolutely. I think that, you know, I've not met a single entrepreneur that wasn't some kind of a control freak. Right.
Pualena 28:14
And and then I'll generalize.
Arliss 28:16
Yeah, I mean, that's why are business owners right, to some degree? And, and I think that when we can come to our business, from a heart and mind of question: How can I serve? Instead of how do I control this? It just brings a whole different type of business into the world. I think that you really embody this, Pua. You really come from the heart and mind of service, and how you can serve your clients and how you can bring things into the world to serve others, and it shows. And when entrepreneurs do that, it's it's wonderful and beautiful and fascinating and attractive. It's, it's attractive and the energy that's put out behind that attracts the people that are going to be the great, a great fit as clients to the entrepreneur.
Pualena 29:22
Absolutely. And you absolutely do the same. And what that sort of, like, what I would love to be able to model more of, after what you do, is heart-led service with good boundaries. I would really love to dive into that, because I just listened to... I have friend, two friends. They are amazing. They're a husband and wife video production team. And the whole like, they do really fun interactive live Facebook sessions every Thursday. And so today, they were talking about, they talk about all sorts of stuff, but one of them was like, how do we, you know, budget time and set boundaries around our time and how do we deal with clients who take a lot of our time and sort of how do we not give too much, because we are that sort of part led service led entrepreneur where you know that you can say yes, and help somebody out, even if it puts you out a little bit or it goes beyond your contract or all of those things, which are things that I have so super struggled with. So you are one of the most like heart led people and I have also met, probably nobody, who has as clear and like very loving boundaries as you do. So how, how did you accomplish that?
Arliss 30:56
Oh, thank you. I had really poor boundaries for a really long time. That's how I mean it's a process of trial and error. And I don't feel like I have excellent boundaries now unnecessarily depending on the moment. I mean, I feel like it comes and goes because I'm human. And so just because we learn a skill, like setting boundaries doesn't mean that we're always able to do it all the time perfectly. So I want to say that right up front. For me. I have to put my health and wellness first. That's a really driving force in my world, because if I don't I won't exist in this world anymore, at least in this physical form. Right. And so and I and I would love for everybody on the planet to have that boundary and that belief as well to put their health and wellness first. And so that has really guided me in my boundary setting. The other thing that has really guided me in my boundary setting is I am the only person person on this planet that is completely responsible for how I spend my time nobody ever takes my time. Nobody takes too much of my time. Nobody takes advantage of my time. Because guess what I'm choosing to do what I do with my time. So the responsibility is on me. It's not on anybody else. And this has made me very mindful about what I say yes to and what I say no to. Because if I'm the only one responsible, the desperate, I can't blame it on anybody else. I can say oh my gosh, this person took so much more of my time and that's why I'm running late today. No, I chose to stay there. And I'm running late today. So it's really about being personally responsible. And when I know I have to show up to wherever I'm showing up whether that's just me or that's when other people say, hey, you know I hear for this reason, or I'm or I didn't come on time or I have to leave early, or all of these different things and know that the responsibility is on me that really shapes how I looked at time so I think that is a key part of having really strong boundaries. Is is that level of personal responsibility.
Pualena 33:26
I love that. I it's so true. And I can't tell you how many times I have thought in my head. I am so like why is my schedule so crazy? Or my calendar is bananas. And I'm like blaming the calendar. Calendar. It's my I guess. So yeah, totally. I love that. So, I would love to switch gears just a tad because I would be remiss if I didn't bring this up and ask you some questions about your public speaking and your just enjoy public speaking or speaking engagements. I don't really know what the title is. But you are an amazing, phenomenal, captivating, award winning speaker. You only started speaking a year ago. Is this, is that right?
Arliss 34:26
Yeah, that's right.
Pualena 34:28
I mean publicly, you spoke before that.
Arliss 34:31
But, yes, I was not a mute. Although some people who may have wished I was.
Pualena 34:38
But she could miraculously speak in 2021. No. Yeah, I so, I didn't know that you only recently got into the speaking game. And you spoke in our Course Creators Summit. You were the first speaker. And I mean, I had already sort of, you already know this that so it's not gonna be weird. Here, like, you are one of my idols and I knew you would be phenomenal. And I just assumed that you had been speaking for several years. And you got up, crushed it, you were so captivating and engaging and that's that's hard to do, especially on Zoom. And you had amazing techniques for getting people to participate and just like, stay with you and I recently learned that this is new for you. So I would love for you to share that journey and sort of what drew you to speaking? Why did you decide to go into this? And your, your journey to like winning multiple awards as a speaker?
Arliss 35:42
Well, I will say that I do come to it gracefully. And I also want to say that you are just as much one of my role models, somebody that I learn from as probably as much if not more. You know, you learning from me, I learn so much from my clients and in my world. The people that I get the honor and privilege of working with are like, are my rock stars like they are the heroes in this world. And I just it's just an honor to be a part of the journey. And, and I don't do the work, I don't do the work. You do the work. My other clients do the work and I just get to share some of what I've learned along the way that's helped. So, I just really want to honor you and everything you've accomplished and everything else that my my other clients have accomplished too. So, speaking, I have a speaking coach. Her name's Laura Reid. She's fantastic. We were in the same BNI chapter and I had seen her speak at different events and kind of gone along her journey. For a little over a year and I thought it was just so amazing. Like it was just so amazing to watch her doing it. I never dreamed that I would be doing that. And she was getting ready to speak at the Women's Leadership Empowerment Conference. And this was before she was my coach. We were just friends at this time. She was like, oh, you should speak you have an amazing story you should speak and I was like, oh, that's awesome. Like, thank you so much for generously, you know, saying that I could possibly do this kind of thing. She's like, no, you really should. I was like, okay, well, I'm willing to try. I'm willing to try it once. If you're willing to coach me to do it. And I'm willing to try it once. She said sure. We'll do this. So this was about four weeks or six weeks before the actual conference. And it was the most terrified I'd ever been where my health hasn't been on the line. I mean, I was so scared. I wrote probably 12 drafts of the speech. The first time that I practiced it on people I could barely get the words out. I mean, it was like I was giving a eulogy at a funeral. I just, it was horrible. It was horrible. And I was like, you know, throwing up my biscuits the days before and like saying I couldn't do it. And on the morning of I was crying and like sweating through every piece of clothing I had on. And all of this sort of thing. And I sat down it was on Zoom. My very first speech was on Zoom. So I sat down in my parents kitchen because I was living at my parents house at that time, because I, the volcano was going off on the island and I couldn't be in my own home and like all this stuff was happening at the same time. sat down, gave my speech. I don't even really remember doing it. I have to be honest with you. I was so emotional and so terrified feeling and I gave my speech and at the end of it when the cameras went off, I just sobbed. I sobbed. I totally lost it. Totally lost it. I just was like that was the most incredible thing I've ever done. And I was hooked. I was totally hooked. And I ended up winning the best presentation award for the conference, on my very first speech. And I was like okay, I can do this. And I just kept putting one foot in front of the other. And I decided. I'm one of those people that when I decide to do something I am all in 110%, like, you know, just all in and I just kept putting one foot in front of the other. And what I realized is that it's so much more fun to hear from the audience and the wisdom from the audience in their own personal experience than it really is to hear myself. It just it's so much more fun. And so I started integrating that into my speaking style. And it's, it's a blast and I use the same speaking style in Zoom and in person. And I really just share what my truth is. And the commitment that I made to myself from the very beginning. And I remember telling you more of this, like the first time we ever met to speak to work on a speech. I said I'm only going to talk about the things that are either the hardest things to talk about or that nobody wants to hear about. Like, really truly things that are scary. And I still do that to this day I gave a speech on joy at the International Spirituality and Psychology Conference last weekend. And God it was, it was hard. It was hard to talk about joy and how we need to cultivate joy. And you would think that would be such an easy topic, but it's not, because it's scary and I had to share about myself and then I'm asking other people to share about their joy experience or lack of joy experience while we're in a time of war and all these other things. And it was amazing.
Pualena 41:26
I'm like, enthralled with this story. Because, I feel like there's a point, and I'm gonna say something and I promise I'm not calling you old. But it's like there's a point where it's almost like adults feel like they aren't, they aren't, they don't have permission to try new things anymore. And something so huge and so scary as public speaking, and also something that feels not just difficult, but terrifying. Like, I think there's something that's like difficult and it's a challenge, and I'm gonna, you know, run a mile every day for 30 days or do like things that might be hard. Public speaking is one of the top three, like, is this is true? Right, like the most feared thing for most like a lot of humans. I don't I didn't say that very well. And to start doing that, at a point, you know, we're not in college, we're not like recent college graduates. This is a skill that people spend their entire lifetimes honing. And it's, it's not too late. You can become a speaker and try this at any point in life, even if there's a volcano erupting, even if we're in the middle of a pandemic, even if there's more going on. Because, and what I love so much about what you said, and I'm gonna go off on a little bit of a tangent and I'll come back. Joy, and I think this is like so in line with what we're talking about today. Somebody wants told me that if you are aware of an experience happening elsewhere, like the rhinoceroses are being executed for their, their tusks and their, their horns, and it doesn't mean anything and they're going to be extinct like that. That's something that I like weirdly feel really, really sad and connected to and I've actually created a nonprofit around that and it's, it's something that can make me feel like really awful and like small and shrunken in and if we sink into our joy and if we take on challenges and new experiences to raise the vibration of our spaces. That's where we can actually raise the vibration for communities and the earth right so it's like, for you to do things that are difficult for you to go out and talk about things like joy and, and even things that are not joy, like the opposite, right? Like let's talk about why people feel suicidal or you know, like these are things that are real. You don't talk about them. If people like you don't step a little bit beyond their comfort zone and share your unique brilliance and wisdom with the world. Where does that leave us? That leaves all of us alone in a corner thinking I have these thoughts, am I the only one? And so for you to become that speaker and I hope that people listening who have these ideas that they want to share, but they feel like maybe they aren't polished enough or maybe they don't know if they can be on any sort of stage and they don't have a platform. I just, I really, I really want people to feel like they can and it's, you don't need permission, you know? I don't know where I'm going with this.
Arliss 44:51
Absolutely. You know, there's a few things that I can comment on there. One is I gave a speech on the payoffs to suffering once. I gave a speech on the payoffs for why we choose to suffer in this world once and, and I remember telling people that you know, hey, we choose suffering sometimes because there are, there are payoffs like legitimate payoffs. And the whole, the whole conference was silent. And I remember thinking in that moment, oh, wow, I stepped in it. I just stepped in it. And I soldiered on through, you know, like I kept going through my speech where eventually I said, and we can choose not to suffer anymore, and we can have the benefits or more than we were getting from the suffering. Right and at the end of it, people were cheering that concept on and it's because it's true. It's because suffering exists and sometimes we choose suffering and sometimes we're doing it for the payoffs we don't even realize we're doing it. And, and being able to talk about hard topics like that like that's what we need in this world. And why did I choose to take something like this on at 36 years old? Same reason I chose to start CrossFit at 37, which is absolutely terrifying and I've no idea if I'd be able to do anything in the gym at all. And I'm, I'm actually the highest ranked person in my gym for foundation as far as like the International Scoreboard, which blows me away. And it's because I have really great examples of people taking on things later in life for the first time. My father chose to have me when he was 50 years old. He purposely chose to become the parent of me, who's not the easiest person to parent, by the way, but he was 50 years old. He's 86 now. He's learning new things all the time. My mom went back to school. after being a high school dropout, in her 30s and she was one of the highest paid family law attorneys in Stanislaus County for three decades. Find that example in your life. It may not be your parents it may be it may not even be a family member, it may be somebody you know, or it may be a celebrity and it may be an influencer and it may be a friend. But there are examples everywhere of people later in life choosing to do something completely outside their comfort zone and smashing it. And why not? Why not?
Pualena 47:44
Absolutely. And, so I have this like, probably our final question, because I would love to do a part two, because like we've barely scratched the surface and this has been phenomenal. But when you were sharing that you were sick, physically sick, you had like sweat and just you practiced and like all of the things that came up for you before you did this. And then you got on stage and and you sobbed out of like, it wasn't really almost sounded like it wasn't relief. It was like, what is the word I'm looking for? Ascending, right, like to that next realm of consciousness, like, you're like I am meant to be here. This was amazing. So there are as we talked about listening to our body and like, you say a lot that if it's not a full body, yes, then it's probably no. Right? So how do you differentiate because if I were to be physically sick about something I would like I think this is a full-bodied-no. What, what is that differentiator for you? Is something that's making you super super uncomfortable. But it's, it's, it's the path that's meant for you versus something that's really really not a good call. Seems like a little gray, gray area.
Arliss 49:17
Yeah, I love that. This is great question. So, when I was going through that experience and experiencing how fearful I was, right that's, that's the emotion I was feeling, fearful. The path in front of me was totally clear. And what do I mean by that? I don't mean like, I have a clear vision. I mean, the doors which is opening to make it happen. The doors were just opening to make it happen. I, the person that encouraged me to do it was a speaking coach, and she agreed to coach me. I put in the abstract. I got it accepted. I became really good friends with the conference creators. And I was welcomed right as soon as I joined the conference to be like into the fold of the other speakers and accepted and in all these different things. So the path to do it was very open for me. And I was fearful. None of us should ever allow fear to dictate our decisions. So that is difference. So if we're going down a path, and we keep running into roadblocks, and it's hard, maybe we're experiencing some here, but the real challenge around it is that the path is is barred for some reason. And in order to get to the other side of that we have to push beyond what would be physically or mentally or emotionally reasonable to get there. Then maybe it's a no. You know, maybe at that point it's a no because I really do feel like, when we're meant to do something, the road is like paved in gold, and it's so easy to get there. Now whether we're holding ourselves back or not, that's a whole nother question. But, I knew that, I knew as soon as I finally found what I was meant to do on this planet, like, with my entire body. I knew like, wow, this is what it actually feels like to do what I'm supposed to do on this planet. This is what it feels like. And, and I had to be willing to get out of my own way to do it. The path was clear. I had to get out of my own way.
Pualena 51:48
Beautiful. I'm so glad you did. You are the most phenomenal speaker. And I just I feel lucky that I've been able to hear you speak firsthand, and I encourage everybody here to get connected with you. So how can people connect with you and follow what you're doing and hopefully get to experience one of your feature speeches.
Arliss 52:12
Yeah, so I'm on Facebook, Arliss Dudley-Cash, I'm the only one. I'm also on Instagram @arliss.dudley.cash I’m also on Tik Tok, which is a new adventure for me which is also super terrifying, but I'm doing it anyway. And my email is arliss@soullutions.com that's s-o-u-l-l-u-t-i-o-n-s and my website is soullutions.com and, and I post all the time where I'm going to be speaking and all that sort of thing. It's, it's an amazing honor. It's an amazing honor to be on this planet and be able to share and my true belief is that every person on this planet has some wisdom or expertise or a story to share that would transform another human. And so I would love for others to take the stage too, because you know, what I share is not going to impact everyone. What I share is not for everyone. And that's great, because it means that those people will get what they need from someone else and if I can elevate somebody else's voice and their story, that is a gift.
Pualena 53:36
Absolutely. Thank you so so much. I'll link to all of that in the show notes. And I encourage you guys to connect with Arliss in whatever way feels good to you. She's just, again, like I'm sure you know by now after this hour, she is an amazing human doing beautiful, beautiful work in the world. So thank you for being here today. Thank you for everything that you helped me with and for the light that you bring into my life. And I am so excited again to talk to you really soon.
Arliss 54:10
Yeah, thank you so much for having me on. It's a total honor and pleasure.
Outro 54:15
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast don't forget to subscribe and share the blog with a five star review and tag us on Instagram @pualena.co for a shout out on the next episode and be sure to visit pualena.com For more info. Thanks again for listening.
If you’ve ever felt stuck planning, scripting, or recording your course content, you’re not alone! Most course creators face this challenge, whether it’s their first course or they’ve created multiple ones. Pualena is sharing her top tips for creating course content. These seven actionable strategies will help you break through the mindset to get your content done.
As a course creation expert, Pua has helped many clients through the course content creation process, and she can help you too! Listen to her helpful advice that includes everything from how to get started, how to record, and how to show up confidently on screen. You’ll be creating a course that speaks directly to your audience and keeps them motivated from start to finish.
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Resources:
Loom.com
Rev.com
Kajabi
Sean Cannell / Think Media
Transcript:
Pualena: 0:02
Momentum is dopamine and we want to give people sort of regular dopamine hits. You think about, like what is something that most people are doing repeatedly every day.
Intro: 0:19
Welcome to the Course Creators Academy podcast with digital design course creation expert to Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena: 0:47
Hello and welcome back to the Course Creators Academy podcast. I'm your host, Pua. And guess what… I'm excited. Today we are talking about pro tips for recording your course. Now, I highly encourage you if you are in the process of creating a course or if you are thinking you may want to create a course and most, sort of, appropriately. If you are in the process of creating a course and you're feeling really stuck or if you have a little bit of hesitation, you're not sure. So here's, and this is like really, really why I want to record this particular episode. I work with a lot of clients. I mean all of my clients, basically our online course creators or aspiring course creators and we work together to create your website, we create your email marketing, we create your funnel for your course. And then we create your course and we build all the things and the only thing that you're responsible for, as our client, is to create your content. Website content. We can, we can do it, your, our clients are pretty good about getting us what we need. Funnel content, email content, it's you know, that's your business, you have your brand voice and for you to craft things like a welcome email or a thank you email, that tends to flow pretty easily. Now, when it comes to the part of our engagement that requires you to create your course content, if this is your first course or if this has been a long time coming, people get very intimidated. And lots of impostor syndrome, lots of self doubt, lots of upper limits and limiting beliefs creep in pretty quickly. And a project that moved and flowed really well up until the time began to start creating your course content comes to a screeching halt. And it's, it becomes like pulling teeth trying to get content from our clients. And so we work a lot with our clients to, to coach you through how to create your content, how to really get your mind right and get into a really positive and impactful mindset so that you can create this content for yourself and I do have to share I am working on a course right now and I am getting stuck here. There's a lot of pressure that I'm putting on myself, unnecessary pressure, and it's really helping me to step into the shoes of our clients. It's been a while since I've put a course together and I am so grateful that I'm going through these experiences because it's reminding me that these are real, and our clients are people who really, really want to get this content out into the world and yet we are all feeling stuck. And we are hesitating and we are not getting our content out to the world because we're all up in our heads about it. And people are out there without our solutions. They don't get to work with us. They don't get to learn from us. We don't get to help make this world better because we are stuck in our own heads. So this episode is as much for you as it is for me. It talks about some practical tips. Let me see, there are seven practical tips. So definitely grab a notebook pen and paper, if you'd like to write, or an empty document on your computer. I would love for you to take notes on this because these are really actionable. So a way that I recommend going through this podcast episode is how I would also recommend for our clients to go through course content, is to listen once, and then listen again, pause, and take action on each of these things so that you can hit the ground running when it comes to hitting record and creating your course content.
Pualena: 4:56
So the first one is: script it out. And a lot of times, this used to be me, I would say you know I I know this world. This is my expertise. So I'm just going to hit record. And I I love that. First of all, that's been a way that I've recorded podcasts in the past and content and it can work well. Especially if it's something that maybe you teach repeatedly and you are just living in this space every day and you just kind of know what's going on. For most of us, this doesn't work as well as we think it will. You end up missing things that you meant to include. You go off on tangents. So I recommend scripting out your course content. Now when I say that, I don't mean writing it out word for word, I mean write out bullets. This is how I've been recording these podcast episodes. And again, I used to do podcasts off the cuff and just sort of chit chatting and there is a space for that. But I do feel like if you are able to create a little bit of intention and organization around your content that makes the experience better. It keeps you on track and I am somebody who rambles even when I script you'll notice I go off on tangents all the time. I do have my script to bring me back, right. So just use bullet points and keep it up as you record on your screen. On your wall wherever you're recording. Just to simply use this as a guide to bring you back to alignment brings you back to focus. When you are scripting, and this is sort of this is a little bit off topic, but I do want to remind you, if you're sitting there you're like okay, I'm going to script a few things out. Remember to build in quick wins, quick frequent wins, and this is to help your clients to build and maintain momentum. So let's think about, you know, I'm always gonna use health and fitness as an example. Let's think about somebody who is just beginning their health and fitness journey. And they are very, very motivated by the scale and they are very, very discouraged by the scale. And we all know weight is not usually not the best way to measure our overall health and fitness and happiness, and joy and all of that but it is one way to measure and it is a very commonly used measurement. So let's meet people where they're at and say, okay, cool. You don't feel satisfied with where you're at on the scale right now. That is totally understandable. And we support you achieving weight based goals. In addition to other goals. So let's talk about it, like what it.. what would you like to see happen? And they'll say, Well, I'd like to lose weight. So something that may motivate them is let's say: we, you know, we do some measurements on a Monday. One of those is weight, and we say: don't step on that scale until next week, Monday. And here are the things that we're going to do this week, maybe we're going to, you know, we're gonna incorporate some movement, we're going to change a couple of things in our daily diets and our daily frequency of eating or whatever that is. And next Monday, you get to step on that scale again. Sometimes, again, like I don't want to get too deep into what this looks like and health and fitness people out there, please excuse me. This is just an example for creating a transformational experience. So let's say for the most part people tend to lose half a pound to a pound in that first week. That's a quick win in alignment with their goals. Right? So we want to find ways to incorporate quick wins. For me and the course that I'm putting together in that first week, we're recording course content. We're doing one lesson and that in and of itself can be a ginormous hurdle. So to have one video recorded is... even if we don't end up using it, it's the whole point and I'm going to sort of give you some sneak peek into my course, the whole point is to hit record and actually record something whether or not you end up using it. It doesn't matter. Most people end up using it, believe it or not, because it actually comes out pretty good because there's no pressure and they're just practicing getting in front of the camera. They're practicing using their voice, they're practicing using their hands. Practicing setting up their space, are practicing setting up how they're going to showcase their bullets and their notes. So it's just something that is really really beneficial to create momentum early on and to keep creating momentum throughout.
Pualena: 9:49
See I just went off on a pretty big tangent. Now the second part of this is what is momentum? What does momentum actually mean when we are in an educational learning environment? Momentum is dopamine. And we want to give people sort of regular dopamine hits. You think about, like, what is something that most people are doing repeatedly every day? I would say most people are doing something on their phone. Why? Dopamine. If you're an Instagram person, and you're just constantly looking for something to make you feel good, right? You're looking for people who have liked or commented on something that you posted or they're sending you a message or you're just watching a million stories for an hour straight. That's a, it's like little dopamine hits that are just keeping you coming back to that device. We want people to keep coming back to the course so we have to continue to give them quick wins, real wins. Don't fake the wins because over time people are going to realize that and it's not going to turn out well for either of you. But we want people to continue to feel like this course is going to give them something real. It's going to actually transform them, ok? Enough about that.
Pualena: 10:51
Now, I want to encourage you not to read directly off of your notes or your slides. Do not read off of your notes or your slides. If people can kind of tell, and it, it brings you out of that human experience. We'll talk about this a little bit later. But what you want to do is feel like you're having a conversation with somebody with that one person on the other side. So you want to be looking directly in the camera. You want to just be conversational and comfortable being a comfortable place sitting in a comfortable position. You know, shoulders down and back and just sort of feeling into a conversation with your client as if they are in a comfortable office with you or you're out at coffee with them. When we read off of our slides it becomes this, like, delivery one way delivery of information. And it, it sort of becomes a thing of like could I have just read this myself? What are you providing to me that I couldn't get if you just give me your slides? So keep that in mind and a lot of times, this can feel a little bit intimidating and when you're like why would feel more comfortable if I knew exactly what I was going to say. Again, this comes with practice. And they also really want you to feel… into trusting your experience, trusting your knowledge, trusting your expertise, and just simply use it, again, use your notes as a guide to elaborate on... elaborate - that's the word.. I can't remember if it was here or was it I was talking to someone I was like embellish - that's not the word - elaborate appropriately. I'm pushing the limit of inappropriate elaboration right now because you're probably like, can we move on to number two? Okay, so we're gonna move on.
Pualena: 13:03
Number two: pro tip for recording your first course: provide resources, and you're like, what does that even have to do with recording? Well, people learn with… they have different learning styles and different accessibility requirements. So, and I think this will help to take the pressure off of you. Feeling like you need to deliver every little tidbit with your voice. So know, knowing that you have resources, whether that's articles or PDF downloads or worksheets or a workbook, knowing that people are going to be able to get the information that they need, both from you, from your voice, and from other resources. This allows you to just again, have a conversation if you miss something or if you don't go into depth describing something, know that people still are supported with the resources that you're offering. Okay, now when it comes to accessibility, this is a big one. You may record a course that is on video or audio and somebody who is hard of hearing may want to consume your course content. So if you're doing video, I recommend using something that will create closed captions for you. We can talk about this in another episode in much more detail. But I think loom.com recently built in closed captions, and they can sort of automatically create transcripts now, AI, Artificial intelligence which is what most platforms are using to create transcripts and captions is pretty phenomenal. I mean it is really, really good. But it is not a human and it is not perfect. So you may need to go in and sort of check the transcripts, if you're using something like rev.com. I know that you can actually go in and adjust the transcripts. Or you could hire a service that has a human that's actually creating these transcripts for you. So you definitely have lots of options. We can definitely do an entire episode on accessibility, but that's something that I highly recommend. If you're doing just audio content. I recommend either having a transcript available for them to download, or at the very least, doing a pretty robust summary of the content somewhere in the lesson text area. So we use Kajabi. Our clients use Kajabi and in Kajabi you can have your video or your audio player at the very top of each lesson and then below it you can have supporting text. So I highly encourage our clients to create pretty robust descriptions of the text that they are, or of the content that they're delivering in that video.
Pualena: 15:45
Okay, number three: hit the sweet spot for video or audio length. So I get this question a lot and I I think you're sitting there expecting me to tell you how long my video should be. Your video should be. People are always asking how long should my video be? Your video or your audio should be as long as it needs to be no more, no less. This is something I learned from Sean Cannell who owns Think Media and they are a YouTube production company. They have lots of courses. They're awesome. I really really like how they just, their guidance and how they do things. Check them out if you have YouTube or even for course creators, they're a phenomenal resource. Tons of stuff on their channel about gear and equipment and all that. So anyway, they say that you should not try, and I agree, I agree with this. Don't try to hit a certain length because you think or you've heard that that's the appropriate length for people's attention spans or you know, the ideal video length. I will say anything longer than it's, it's going to be kind of a big range but 20 to 40 minutes. And I say that because it's really content dependent. If you are creating a course that is for PhD students, let's say, who are in the academic space, they're used to creating a lot of really heavy or consuming a lot of really heavy content. You can totally get away with a 40-45, 60 minute chunk of information. Most people and I would say PhD students included, would like to consume things in more of the like 5, 10, 15, 20 minutes range. But again, I don't want you to feel like you have to either rush through your content, and then people are left sort of feeling like, well, I don't, I still don't really get it. It's not really enough information for me to fully understand. And I don't want you to feel like you have to drag your content out in 20 minutes. Now, I would say anything that's like 30 seconds to five minutes if you're doing an online course, that might be too short. We may not get enough from something that is, you know, 30 seconds or a minute or a couple of minutes long. Again, use your judgment. It just depends.
Pualena: 18:05
Okay, number four: talk directly to one person. This one's hard for me. You know why? Because I love to say "hi guys" or "Hey everybody" because we're thinking about all the people that are going to consume our content. When it comes to podcasting, we're not thinking about the one person on the other side, we're thinking about all of your subscribers or all the people or all the students that are going to be in your course, especially if you have a group coaching program and your course is sort of supplemental to that. You've, you know that you have a group of people who are going to be listening to this but we have to remember that each of those people is an individual listening to this. And if I am listening to an online course, it's you.. we want, we want to feel like the instructor is talking directly to me. We want that experience to be very intimate, very direct, very connected, and very human-to-human. Okay? So, if having, you know, doing an ideal client exercise is useful to get your mindset right before you start recording, then I highly recommend doing that. You can YouTube that, you can Google it, I probably have something somewhere that I could share, it's something that we do a lot with our clients to really identify who is your ideal client or your ideal target audience. What, really describe who they are, where do they hang out? What, what do they do on their free time? Why are they your ideal client? Where are they looking for information, you know, like, just ask yourself the questions that you need to answer in order to picture that, that person and if it helps find a photo, I don't know if it's stock photo, or Google or whatever. Or if you have a picture of a client and pull that up and put it on your screen or put it on your wall and keep that person in mind as you're speaking and look into their eyes, which means looking into your screen, or your, your camera. If you're recording on your computer or your phone and you can see yourself on the screen. Try to get into the habit of not looking directly at yourself, but looking into your camera, into the little camera lens. Okay. It actually can be beneficial if you have a setup that you know, you've, you've tested it you've set everything up and I would use for, for many reasons the back camera on your phone if you're using your phone. The front facing camera is always just not as good. And I know that it can be very comforting to make sure that you can see yourself and to just make sure that you look okay and that your space is set up okay? But trust what you've set up, trust what you've created, and trust yourself. So don't be afraid to flip your camera and use that back, the back camera on your phone.
Pualena: 21:18
Okay, we are moving right along number five. Okay, this is a big one and this one has to do with your setup and your testing of your recordings and all of that. Show your hands. Show your hands. What I want you to do as homework for this is watch the news watch any news cast you can YouTube it you watch your local news and look at how they're setting up the overall frame of each of the shots. Very rarely Can you not see the newscasters hands psychologically seeing people's hands increases trust and vice versa if we can't see your hands so let's say you cut your frame off from like your collarbone up and I've seen this before. It not only looks really awkward and you end up having quite a bit of blank weird space above your head, but it's also like, you almost dehumanize yourself and it's just the experience is just very strange. So show your hands if you're somebody who maybe you're nervous and you're sitting on your hands literally or your hands are in your lap or you're a fidgeter I want you to practice talking with your hands. You can't see me right now I am not recording this on video. But I talk with my hands constantly. And I do this both because it's sort of natural for me and I think it's natural for everybody when you're just having a casual conversation, but I also really, really want to practice this because when I am recording my course content, this is something that I want to be sure that I'm doing. So it's okay if you cut off the frame from like, if you're sitting under a desk or if you cut it off from like your waist down but definitely and if for whatever reason you absolutely can't capture your whole torso. At least make it a point to like bring your hands up a little bit so that they're in frame. And if they're not in frame, you know I'm a fan of like perfectly imperfect and getting your content out and being imperfect about it. But if you haven't recorded your whole course yet and you've gotten like a ton a couple of modules or lessons, maybe consider re-recording because it is, it's a pretty big deal.
Pualena: 23:39
Okay, number six: practice the power of the pause. Yeah, that's pretty dramatic. And yet it really really helps to solidify and to bring importance to what you're saying. My habit and I feel like probably other people share this. In fact, I know that they do. Especially when I'm nervous, but just in general. I'm kind of a fast talker. And I know you might think that that's not true because you're listening to this podcast on like 1.5 speed, and I listen to podcasts on 1.5 speed and I just feel like I talk a mile a minute. And then when I listen to myself, like why do I talk so slow? I don't know you can tell me because we're all so weird about how we think about our own voice. But my tendency, instead of pausing is to either use lots of uhms and stuff. Or to say like this is really, really, really, really important. Like I'll fill it with words. Whereas if I were to say this... is important. That's way more powerful, right? So I'm with you, I am practicing this also. And again, this is just a muscle that we need to start to work. And if you need to just have a sign in front of your camera that says pause - you know, I, I think that that's something that we could all really benefit from. And again, when you feel like you're going supersonic because of your nerves. Really start to like, you know, turn the camera off and sit back into why you're creating your course. And who you're creating this for. That should relieve the pressure, that should relieve some of the nerves and allow you to be really, really present with yourself and with your client that you're talking to. And with the content that you're delivering. Once we can realign with why we're actually doing this we can actually get really excited and start to be enthusiastic and we can't wait to hit record. Right? It does take a little bit of intention to drop yourself down into that, into your mission into that mode of service. And into that flow state. Okay? All right. Oh, the other thing, see, so good to have notes. When we pause. People are able to actually take notes. I can't tell you, I do these workshops, I do monthly workshops, and people are always like, hold on, hold on, you're going too fast.
Pualena 26:27
And I just get really excited. I think we get really excited about things that bring us joy and things that we believe in. And I again, I'm working on this with you. When we pause, people can actually finish writing the notes. And that's something you know, I often catch myself saying oh, don't worry, you'll have the recording. Or I understand that if you're doing an online course you can adjust playback speed. Or you can listen to this again, and I sort of leave it to you like this is your responsibility. You can listen to this again if you need to. You can pause this if you need to. Are you going to really listen to it again? Maybe. Are you going to listen to the whole thing on point five speed? No, that would be really annoying. When we talk about creating a human experience, we want to continually think about how our client is experiencing this course. A lot of times taking an online course is a leap of faith for people, especially if it's asynchronous meaning they're just getting the content without any sort of like one-on-one guidance or group guidance or some sort of human guiding them through the experience. People are pretty pessimistic and you're like yeah, you know, I bought a dozen courses and I haven't listened to half of them and I didn't finish the ones that I did start and so, I don't know, do I really want to do this. When we give them a human experience that allows them to really internalize information and experience this course, from like, with you, as somebody who truly cares about them and truly cares about their results. When you care about someone. You want to make sure that they are given the opportunities to succeed should they choose to take them and I think practicing the pause and allowing people to internalize and take notes and experience the content in a way that's most beneficial for them is a practice of compassion. So definitely if that helps you and it sure helps me so here I am pausing
Pualena: 28:36
Okay, last tip number seven: be human. I, that's kind of all I got. And I know this one feels like a cop out and you're like, I know you just needed seven things. Which let me tell you, I don't really like the number six. So if I'm going to give you a list, I'm going to give you three things maybe four I don't tend to do four, maybe five... I love seven. So I was shooting for seven however, this is not a throwaway tip. In fact, this is probably the most important one. And so, here's like, again, this is, this may feel like I'm sort of reaching here. But my biggest tip for being human is to smile. I really want you to smile when you create your content. Again, put it on your wall, pause, smile, be human, look at your ideal client. You're like okay, this is a lot of things to have on my wall. You're gonna get used to it, it's going to become more natural. When I record podcast content, and I listen back... and I am always reminding myself to smile even though I'm not on camera. When we smile, you can feel it. When I listened back to the audios that I record I can hear when I'm not smiling. And I'm just somebody who doesn't love to be around somebody who's just serious 100% of the time. When we smile, we're approachable. When we smile, people tend to feel good, right? A smile is really contagious. I used to coach fitness classes and these were these big group classes and it was based on high intensity interval training. Which can be difficult, right? And we go to these classes because it's difficult because we want to be held accountable. We want to just be told what to do, right? Just tell me to do 20 seconds of lunge jumps because I'm not going to do those at home. And so when I have a coach telling me "Here we go, let's do it. Don't stop, keep going. You got this, 10 more seconds left. Here we go." And think about somebody saying that to you with a stern look on their, your face on their face. You're like, oh, okay, well, I guess I'm gonna do it, but you're scary. Versus you've got this. Here we go, you can do anything for 10 more seconds, right? And then that person has a big smile on their face, an authentic smile, not something that feels like they're like, sort of antagonizing you, but they're there with you. And you're having a little bit of fun, right? Because people are going to come back to class if they have fun, and they get results and they get a great workout and they leave sweaty but they're like, oh my god, that was so fun. And you do it at home and you're like, This is the worst thing ever. And it's because you don't have, you know, people around you that love you and I want to go on this experience with you and you don't have a guide who is positive and encouraging. And this is the person that I am. You're listening to this podcast, my assumption is I've attracted you here for a reason, because you resonate with the way that I share my messages. So for you to be listening, I feel like you are somebody who would appreciate a smile. And if you don't, that's cool. That's, that is totally your call. Smiling can be such a transformative way to deliver content that people are able to then absorb. Right to smile, pause, feel things. It's okay to cry. When we are talking about something that is a deep, heavy transformation, something that you have made may have been through or that you've guided clients through and you're talking about that and you're sharing stories and you feel like emotions are starting to well up. This is what creates a human experience. So if you feel emotional, don't stop recording. I mean, if you feel like you can't, you're like a blubbering mess and people can't understand you, there's no need to force people to watch that, unless you want them too. But it's, it's okay and it's encouraged to be emotional and to have emotions, human and real emotions. Again, don't fake it. People can tell. Connect, connect with that person and I know you're probably sitting alone in a room looking at a camera or at a computer or a phone recording this content and that human connection can very easily get lost. It's so, so important to continue to bring it back to the forefront because the person consuming the content who's also alone in a room looking at a screen or a phone, they want to feel connected with you. That connection creates transformation.
Pualena: 33:19
Alright guys, well I did it again. Okay, you podcast listener. We are all not perfect. We are all a work in progress. We are working on this together and I am so grateful that you are here that you are enjoying the podcast. I would love to read your reviews of the podcast five star reviews are always encouraged but I am not opposed to constructive criticism. So I definitely invite you to leave a review on Apple podcasts. I think Google podcasts also has a review option. I am deep in the Apple ecosystem, so, I know almost nothing about the Google Microsoft resources which is ignorance on my part and I should learn that definitely also feel free to reach out. I would love to connect with you and let me know if there's anything that you are experiencing as a course creator that I can potentially help with. And I would love to do an episode on that in the future. All right, keep crushing. I'll talk to you soon.
Outro: 34:22
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast don't forget to subscribe and share the blog with a five star review and tag us on Instagram @pualena.co for a shout out on the next episode and be sure to visit pualena.com For more info. Thanks again for listening.
Prepare to feel uplifted as Pualena talks about achieving self-transcendence with Dr. Steven James, Ph.D. Ever feel like you’ll never be able to attain fulfillment and joy in your everyday life? Steven explains how this is a false, limiting belief many people struggle with. He’s also sharing ways that we can become more authentic and whole in our lives, work, and the world around us.
In their conversation, Steven explains to Pualena how to make the abstract idea of self-transcendence into a reality that is both realistic and achievable. Learn how stepping outside your comfort zone can lead to incredible intrinsic growth and development. This episode is for anyone pursuing a passion, seeking to grow as a human, or wanting to stop basing their self-worth on external validation.
About Guest
Dr. Steven James, Ph.D., is an expert peace, culture, and human flourishing psychologist with experience in conflict mediation, facilitation, and restorative justice, as well as transformational growth for individuals and communities.
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Dr. Steven James, Ph.D.: website | facebook | twitter | instagram | linkedin | youtube
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Transcript:
Steven 00:01
If you can merge what you, what your intrinsic passion, what you love what you savor to do day to day, and fit that with what your skills and talents that you've cultivated over the years that you already have. That's when you're in alignment. And that's what you tell other people. This is what you need. You don't wait for them to tell you, you take that to them.
Intro 00:25
Welcome to the Course Creators Academy podcast with digital design and course creation expert, Pualena. Tune in for strategies and how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now let's get started. Here's your host, Pualena.
Pualena 00:54
Welcome to the Course Creators Academy podcast. I'm so excited. I always, I realized after a few recordings that I start every episode like this, I'm so excited, but it's true. I am really excited to chat with you today. I am so grateful that you joined us on the podcast. So Dr. Steven, would you introduce yourself to the, to the audience and share a little bit about your background and what you do.
Steven 01:26
Yes, of course. Well thank you for having me here. It's really wonderful to be able to talk and share what I've got to offer to people. My background is initially in astrophysics. I used to be an astrophysicist in the Air Force and did that for a number of years, until a set of tragedies took me in a very different direction in my life. And I became an educational and developmental psychologist. And my focus is on helping people achieve self transcendence in their life. That's a crazy abstract idea, but it's about growing and becoming more authentic and more whole than how we live because too many people live in a way that is separate, isolated and distracted from our true intrinsic potentials. And there is a psychological process that can be guided that can get you there. It's not a mystery. It's not left up to some philosophical plan we understand how to make that happen. And I can guide people through that and that's what I do for my business, which is why I call myself a Growth Cultivator, is my formal title.
Pualena 02:31
Growth Cultivator. Oh my gosh. This is so fascinating. And I am so thrilled that you're sharing because when we spoke last I just left our conversation thinking this is work that every human needs to be exposed to. And I was like, I wish that this was something that I could have learned, like in high school and had guidance around the work that you do. And I do think that it's a little bit, sort of difficult for people to grasp right away. So I would love for you to share, sort of, do you have examples of people that you work with? Or like, who's your ideal audience and what, what would bring them to you and what kind of work would you do together?
Steven 03:15
Sure. Well, it's funny that you bring up the school that you wish you would learn this in a school setting because that's what I was initially doing before I went off to start this business on my own. I was working in the education system and helping college age and high school students in actual educational courses. This is so teachable, so understandable, that it's... I implemented it into some structured courses in school on how to live, how to grow, how to eat, and we can understand that. We're used to thinking about people and growth as being kind of mysterious and obscure and something to have to rely on cliches and platitudes that you hear around but you don't and it's so we know so much about psychology now in the 21st century about what creates fulfilled satisfied, altruistic kind people and what creates narcissistic, greedy, isolated, exploitive people, and yet we teach none of it. And so I was doing that in the education system and my big goal... I would love to have programs like this implemented on a system-wide scale, but until then, there's a lot of adults out there who still don't know much of this and our reliance on those platitudes and cliches to guide them. But they don't have to do that. And so when people get into a place where they start to realize, hey, something's wrong here. I've been working at this job. I've been in this family situation for a decade now or 20 years even. Why have I been going down this road? We'd have these moments of clarity where we might identify that we've been doing something wrong, and it might inspire us to go in a different direction. Move to a different place, look for a new job. Sometimes it's forced upon us. Sometimes we have to go through a divorce. Sometimes we lose a loved one. But we get these inklings that give us insight that we need to go in a different place, but we don't know how to figure that out because we've lived so long, not being introspective, not understanding ourselves. And so all of that sounds like something that should be in a philosophy book, but it can be guided, it can be understood scientifically. And that's what I look for when I'm looking for clients, are those people that are in a place where they start to realize that maybe they are a little lost and there is a path back. Now, that said, everybody can use this. You don't have to be going through anything to grow and develop more and find those blind spots. Those things you didn't know that you didn't know, but we can work those out. However, what catalyzes that movement is usually a disruptive event of some kind. So we're usually not going to spend money when we think our life is already good. Maybe that would be great if everybody thought like that, like Oh, I'm great, but I want to be even better. But usually we need some sort of destabilizing event. So my work focuses on those people that are at a point where… destabilizing events or a moment of clarity.
Pualena 06:24
Beautiful. Yeah, I think you're so right. That was actually my next question: is if, if somebody's like, you know what, I think I'm ready for some growth. That's a little bit more of a rare case because if we're comfortable if we're in the flow, we may not be looking for what comes next. But I'm curious what is, what is the end result that you are working towards when you work with somebody, whether they're going through some sort of life events or some sort or, let's say somebody was just like, I'm interested in this. How can you help, you help me even though I feel like things are pretty good right now?
Steven 07:02
Yes, so it is... It is, when we talk about growth. We know who we've been for our lives. We know who we've been, we know who we are. And we're generally very good at identifying who those identities have been. We are not going to identify what we can because we tend to limit ourselves and say I've always done things this way, so this is who I am. That is where we need people from the outside. We have a subjective view of ourselves. So, people from the outside looking in. This is why we have mentors and teachers, people that guide us. They can see what our potentials are, what we're capable of. And so when you go through this growth process, you end up in a place that you start to recognize what those potentials are, and in particular, intrinsic potentials. In us all, we have intrinsic motivations, things that drive us forward in life that we're willing to stay up until 2 am, lose sleep over, not for any particular reason, just because we love doing that thing. And everyone has lost sleep and then woken up the next morning and said, aw, geez, I shouldn't have stayed up but I had a really good time doing that. That is an indication of your intrinsic motivations. But we are encouraged, often negatively, to go in directions that steer us away from those and we can live decades not knowing what our intrinsic motivations are, maybe never knowing what they are. And going through the process helps us see more clearly what those are and what directions we should be going in because we could have invested a long time into careers into relationships into hobbies that aren't really benefiting us toward becoming fulfilled and self transcendent. So, I use the word self transcendent because if you know Maslow's hierarchy, self transcendence is actually at the top of his pyramid. And so we're talking about getting all of our human needs met. We focus far too much on that bottom rung of, of material safety, and belonging, and even self-esteem. And we don't look at self actualization and self transcendence, but that's where we need to be looking and figuring out what's stopping us from getting there. So I would ask people listening, do you feel on a day to day basis that you're transcendent? Do you feel like you're the most self actualized self transcendent person you can be? Is that really the feeling you get when you wake up everyday when you're going to work when you're with your family?
Pualena 09:35
Wow, I have a feeling this is one of those things where if we focus more on our self transcendence, the other things may fall into place. The things that we sort of focus on every day trying to get better at these things that are sort of lower on the ladder is that do you find that to be true?
Steven 09:56
Yes. So you can directly work on your self transcendence. So and I mean that, that can be understood in both a secular and a spiritual context. There are different ways to interpret what that means. As I'm talking about it in a psychological sense. I mean it in a secular secular way, but it can be thought of as spiritual there, when you're doing this kind of work, there tends to be a blurring of the line between the two a little bit. And so saying, Well, what do we mean by spiritual? What do we mean by scientific kind of starts to get blurred when you're talking about transcendence, right? But when you're talking about getting stunted, I call it growth stunted. And we get mired in those day-to-day tasks. And they keep us from being able to focus on what's really important and that is the self growth and the cultivation of our intrinsic potential. In fact, a lot of those day to day tasks aren't just distracting from what we should be pursuing. They actively hinder the process. And it's a trap. Actually, it's a cycle that you can get caught in where you're so caught up in that cycle of practicality. That's driven by circumstances in life and experiences you've had that you don't know how to get out of the trap. You don't even know you're in the trap in the first place. And that's really the, the converse when we talk about intrinsic motivation, intrinsic potential, is extrinsic motivation and extrinsic potential, particularly extrinsic self esteem. Where are you getting your self worth, from cultivating what's inside of you? And what's unique to you and how you can use that to contribute or are you getting your self worth from things like fame and attention and power? Wealth, those types of material things tend to be extrinsic and they get you into this trap.
Pualena 11:48
Oh my gosh, this is such a good conversation for this time that we're in. In a world where social media like there's so much focus on social media and growing your following, growing your list and all these things have value, right. As a business owner, I have to agree that there are valuable ways to utilize these platforms. But I think there's I was just talking to someone yesterday who works for a small business, and there's a lot of focus. This is a business that supports health and fitness. And there's a lot of focus on creating Tick-Tock videos. And, and this is sort of like a tangent that's I'll come back to, I promise that will make its way back to the conversation but I believe what you're talking about is really fueling that, that intermission and purpose that we are. It drove us to where we are today. Whether or not we've lost sight of it. I believe that the reason why many of us, especially business owners, do what we do today is because there was that pull to provide a service that fulfilled us in a way that we couldn't find that in a job potentially or that we wanted to craft a framework or innovate a specific way of serving, right? So there's that, like, initial purpose and then we get lost in all these things and we're creating Tick Tock videos, and we're doing Instagram and Facebook. And why do we do those things? It's very interesting because it's very apparent when someone is creating content that is designed to enhance somebody's life experience to deliver value to like provide some sort of free relief to a challenge or situation. And then it's also very apparent when, when somebody's creating videos because they heard that it's a good way to like get your name out there. And your, your main objective is to grow your following and get likes, but not necessarily provide a level of service that fulfills that same place that that you're talking about, right? Do we wake up every day and we're like, I'm so, I'm so excited to serve or do we wake up every day saying, I wonder how many likes we got yesterday? Right? And that's like, that's some people's reality. And so what you're teaching, I think is a beautiful way to just guide people back to the path and it's not like some of it's bad but I do feel like there's so much distraction in superficial validation that we are so far off of the path that we want to be on. So yeah, I just am grateful that you do what you do.
Steven 14:33
Thank you. Thank you. Social, it's interesting. You say validation, right? Because, in my actual… the models that I've published this trap that I talked about, I actually call it the validation conformity cycle. And so we conform ourselves to get validation and we lose track of our true mission and purpose. And we're all guilty of it. I mean, even myself, I catch myself at times doing a similar thing and have to go wait, wait, you're doing that again. And that even happened when I was starting this business. Because I don't have, I didn't have a lot of business experience. When I started. I'm an academic. And so I was going into this private sector field. And so I read all of these consulting books, and they're all written by people that were former, former corporate people, and so they come from that world and they're speaking in those terms. So I started to think after consuming all of this, this written media, right that what I needed to do was figure out how to take what I know and fit it into this business model, what people expect and what they, what they're anticipating, what they already want. And that's, that's a flawed logic, it's a hard flawed logic, and it took me a couple months to figure out that that's what I was doing. So this is a very recent example, because my business is only about a year old as is. And so what I figured out though, is the problem was, was I was trying to take what I knew and fit it into what people wanted, rather than taking what I knew and fitting it into what I love. And if you do that instead, if you can merge what you, what your intrinsic passion, what you love, what you savor, to do day to day, and fit that with what your skills and talents that you have cultivated over the years that you already have. That's when you're in alignment. And that's what you tell other people, this is what you need. You don't wait for them to tell you, you take that to them.
Pualena 16:25
That is so beautiful. I'm writing that down. I feel like that is that is one of the most beautiful nuggets of this conversation and it's something that I feel like there's, there's a thing that we do, where we make growth and we make potential and make living in our purpose and doing what we love, this unachievable fantasy, like okay, I get it that would be nice, but I have all these things I have to do in order to keep things running. And if we can learn how to integrate, rather than say it is this or this, right, it's that would be and again, this is work that you do. I'm not familiar with it. So if that's like, you're like, nope, not possible. Just let me know. Yeah.
Steven 17:15
You're, you're right, finding that integration point. So I also have a background, I have degrees and a background in conflict resolution and mediation. So I've done a lot of work in terms of helping people solve conflicts and seem unsolvable, so that informs a lot of my work, with the growth because part of that is helping people to understand how you can look at what you think is essentially an unwinnable situation where like, Yes, I really want to do this with my life, but I've got to pay the bills. here and do this and this. Well, maybe we're not thinking broad enough. Maybe there's a solution that we haven't seen if we dig deeper where we can integrate those two things together. And that's actually one of the most common things I run across some people. They might actually know what they're, what, what at least one of their intrinsic drives is and they're reaching who they want to reach for. But they're like, no, but I got all this other stuff I got to take care of. But eventually I'm working towards it, you know, five, ten years down the line, I'll be able to do that and then, then I can be happy and content with my life. That's, that's a horrible, horrible way to approach it because generally what that means is we're attaching ourselves to this idyllic future that we're not really going to get to because we're too mired down in practicality. So we're destroying our happiness in the present as well. So we're actually a double edged sword there.
Pualena 18:26
Totally. Oh my gosh, I'm so glad that you're sharing this and I hope everybody listening. If you feel like this is you, like, there's no judgment. I'm even, I'm sitting here like I've said those things many times. So, thank you, again. I would love to hear, so, I know that you have a lot of research that has backed the work that you do, which I find fascinating because this feels again it just kind of feels a little bit intangible. And it almost, like, walks that line of a kind of Woo, Woo-Work.
Steven 19:01
It does, right? It does. You have to, you have to address that when you're talking about this is one of the things I run into, and this is why I kind of opened the way that I did, is, it does feel like Woo-Work right? But that's because we're so used to and not, not just individually but societally, historically, these types of questions, haven't had rounded answers. And so we have been taught from a very young age that these things are all about metaphors, and there's an artistry to it. And like I said before, a mystery to how human beings work and how life develops and how we grow. And everybody's different. Everyone has their uniqueness. And that's all true. But that doesn't mean science doesn't have something to say about a process, especially with a science now of psychology that is way, way past Freud and behaviorism. And we've been looking at what's right with people and how do people become the best that they can be for decades now. And we have that knowledge. It's just that it hasn't made it out to the mainstream. So people like myself - I'm not the only one that's doing research like this as well. There's other people looking at transcendence and how it connects with fulfillment and living because there's a convergence that happens in science. There's a famous story about physics, right, and Einstein that he got there, you know, an hour or two before another guy that came to the same solution as him, right? There's always this convergence. So the work that I do isn't actually it's not like I'm I discovered some deep secret that no one else knows. All the information there. All the information has been there. It's just putting those pieces together in the right way. You stand on the shoulders of giants is the phrase that comes out of that because you're building on the work that everyone else did before you. And so a lot of this comes from a humanistic psychology in Maslow's hierarchy, which is more than just a pyramid. I mean, there's a whole theory behind this and understanding of where this comes from. And Maslow did a lot of his work clinically, essentially taking qualitative statements from people and kind of figuring out what it was, but he died in 1970. So he's been dead for over 50 years. And the science has advanced from that. There are empirical methods to gather actual, numerical data. Now, I'm not saying that numbers provide more truth than words, words have truth in them as well. But we do like our science to have some numbers and statistics behind them. And we have those numbers. And what it tells us is that this type of extrinsic living isn't good for you. And that it masks and hides your true potential and what you can be. And the result of that is, is that here's some results from, from studies that have been done. You are more likely to be greedy. And narcissistic. You're more likely to be, have anxiety and depression issues, you're more likely to lack self confidence. Even if you have a lack of concern for nature, you're less adaptable to change, and people that tend to be more intrinsically valued. Show the exact opposite: they are more humble, more altruistic, more outgoing. They're more accepting of diversity and inclusion. When you're extrinsically valued. There's a fear that comes along with that that can lead to even discriminatory attitudes. So, there's actual in terms of even a workplace situation, you kind of want to be around and situated with, with these intrinsically valued people because it's gonna create a more wholesome environment for the people working with you. So there are so many changes that occur that are empirically studied as to what this looks like. So we know all this. And in fact, we've known this for a long time. We know that the person that that sits in in a we have that stereotype of the overly wealthy person that dehumanizes others for the sake of material gain, right? We know what this person looks like stereotypically, but those stereotypes come from somewhere that we see them throughout history. There's discussion of this in The Epic of Gilgamesh, right? I mean, we're going back to the beginning of civilization. They talked about this dichotomy. So all that's happened in the last 50 years is a breakdown of what everybody already knows that gets more clarity and more detail on it.
Pualena 23:26
Oh, I, there, I have so many questions. Let's start with, do you feel like they're so I'm just thinking like, in a real world situation. Note like say I just listened to this podcast and I'm like, okay, cool. I would love to be more intrinsically focused in and nurture that side of myself, because that's the kind of person that I'd like to be. I'd like to associate with people like that. So I guess a couple of questions that came up were obviously I think we are going to lean towards wanting to be good people. And so can we if we recognize sort of that extrinsic validation, and sort of signs of that within ourselves and others, what are some tangible practices and exercises that we can do to start to shift that? And is there a healthy balance? Do we want a little bit of both or is it like if you recognize some of those narcissistic traits or anything, we want to just crush them right in the moment.
Steven 24:34
Okay, so those are... you had so many questions, I try to take them one at a time. So what can be done? Firstly, I think the first step that we need to get to is we need to look at the clarity of self where we are at presently. And one of the things that I try to advocate for and I teach are certain types of meditation. But why do we perform meditation? It's so that we can gain two things so we can gain a greater sense of self awareness and we can bring ourselves into the present moment. So both of those are very important. And yet again, there's literature so for those that those that maybe go meditations, I've tried that it never works. It doesn't do that. It doesn't do what everybody says it does. Well, it does. And our real, measurable changes occur in people if you meditate regularly. Meditation is like exercise. You go to the gym, and when you first start the gym, you're in a lot of pain. You're sore right afterward, it's not fun. You don't really even have the habit of going so you don't want to be there. And you do it for the first week. And at the end of the first week. You don't see any results. I mean, you're the same as we did the beginning of it. But you have faith that if you do this consistently, over a couple of months, you'll start to feel healthier, you'll start to look healthier, you'll build muscle, you'll be more toned, but we have that projection that we're gonna get there. What often happens with meditation is we'll do it for a week or two, and maybe not even that consistently and we'll go and see work and then we drop off. So building that habit is really important because we need to exercise our mind in this particular way to to essentially what we're doing is reinforcing certain neural pathways in the brain, that ,that are going to produce the type of effects that we want. And meditation helps us do that. Now, with meditation as we're gaining self awareness where like to say this is if you want to find your intrinsic motivations if you want to steer back away from this extrinsic organ, you have to know you're in the trap in the first place, you have to know that there's something that's missing and be able to identify where that is not just that there is something but where it's at. And so one of the ways is through meditation, and the way that works is… imagine a static noise on an audio track, right? The more noise in the room there is that that audio, that vibration, that line going across is going to be vibrating and it's going to be vibrating very high. And there might be a sound signal that you want to hear. But if it's below the noise, then you can't hear it. And you can't see it on the graph of the audio intensity either. So what we need to do is bring down that noise level that we have, so that we can actually see the meaningful signals behind the noise. And that's essentially the biggest benefit for meditation in terms of what this growth provides. Well, I end the present. So as we can bring that down, that's what's going to enable us to be more self aware because we're going to be able to see our own thoughts and our own emotions more closely and more intimately.
Pualena 27:50
Which I think scares people.
Steven 27:53
It does this is often true of the case if we have things we avoid. And if we have things that are distressing or disturbing that we don't want to look at, we kind of have to that's an important part. So if they're to the point of trauma, like, like real trauma, then, then you want to couple this type of broach work with therapy as well. I mean, you don't want to try to face, turn toward your trauma and face it alone, like you want therapy in that case, but therapy is not growth. Therapy is stabilization, right that's helping to does that what type of growth in terms of becoming bigger than what we are. That they're kind of a different process.
Pualena 28:37
Awesome.
Steven 28:38
Okay, so that was one question. Yes, oh, so I can adjust. So, the looking at the dark parts, right? We have to look at the stuff that we don't want to look at the process that I, because again, I didn't discover it. I, I put together.. I, I revealed...
Pualena 28:58
You can take credit!
Steven 29:00
Okay, thank you. The thing I invented and discovered solely on my own. This process is built on an understanding of post traumatic growth. Everybody knows Post Traumatic Stress Disorder. We're familiar with it from all of the soldiers coming back from overseas and can happen in other contexts as well. It's actually far more prevalent than what people think because we often associated with just war but it happens in many, many different circumstances. But there's an opposite to this, this negative coping where there's post traumatic growth where struggle makes us become greater. And we know this again, here's something we know. But this is a clinical process that's been studied quite intensively. And there's a lot of data and understanding goes into that. The process that I developed was essentially how do you unravel everything that's going on when someone goes through that type of trauma and tragedy when we have post traumatic growth? And then if we can understand what that process is, it takes someone toward that greater growth. Can we teach that growth without someone needing to go through trauma? And that's what the process does. This is why it works for everyone. Anyone that wants to engage in it can gain something out of it. We usually want to have that like said we usually want to have that thing that's telling us that something's wrong. But it also works just for general growth if we want to get better, but we have to because it's built on post traumatic growth. There's not really a way to get that growth without addressing things like our fear of mortality, of being left alone and isolated, abandoned, the rejection, the depressions that we go through. We got to go through some dark stuff. If we're going to grow, there's no way around it. So we can't just avoid it. But we also don't need to experience trauma around it either. We just need to address those years and anxieties that keep us in that trap.
Steven 0:02
This process is built on an understanding of post traumatic birth. Everybody knows Post Traumatic Stress Disorder. We're familiar with it from all of the soldiers coming back from overseas and can happen in other contexts as well. It's actually far more prevalent than what people think. Because we often associated with just war, but it happens in many, many different circumstances. But there's an opposite to this, this negative coping where there's post traumatic growth where struggle makes us become greater. And we know this again, here's something we know. But this is a clinical process. That's been studied, quite intensive. And there's a lot of data and understanding that goes into that. The process that I developed was essentially how do you unravel everything that's going on when someone goes through that type of trauma and tragedy when we have post traumatic growth? And then, if we can understand what that process is, it takes someone toward that greater growth. Can we teach that growth without someone needing to go to trauma? And that's what the process does. This is why it works for everyone. And anyone that wants to engage in it can gain something out of it. We usually want to have that like so we usually want to have that thing that's telling us that something's wrong. But it also works just for general growth if we want to get better, but we have to because it's built on post traumatic growth, there's not really a way to get that growth without addressing things like our fear of mortality of being left alone and isolated, abandoned, the rejection, the depressions that we go through. We got to go through some dark stuff. If we're going to grow, there's no way around it. So we can't just avoid it. But we also don't need to experience trauma around it either. We just need to address those years and anxieties that keep us in that trap.
Pualena 1:52
Beautiful and I think that's such a great reminder to you know, there's all those, like, sort of overused quotes of like, growth happens out of your comfort zone and encouraging people to do things that make them uncomfortable. And this is the actual tangible proof that that is necessary for growth and it's something that we should probably be in the habit of doing. Whether that's, you know, like, public speaking, if you're not a public speaker, or putting yourself out there on YouTube when you feel like you're not good on camera, like I love that you shared that it doesn't have to be traumatic. And this is something that I actually, for a while when I was trying to figure out how do I share my story? How do I talk about myself and my business? Because so many people will go into business and they're like, I was paralyzed. And then I had an aha moment. And that's when my business started. Or, you know, there's like that. I got in a car crash and I.. my life flashed before my eyes and that's when I knew this was my purpose. And I didn't have a moment like that. And so I felt like I didn't have a, I didn't have a great story. Like nobody wanted to hear what I had to share. And it's, that's just not true. Right? We all have our own journey and we can create moments of discomfort that allow growth without putting ourselves in harm's way also, right?
Steven 3:14
Yes, exactly. You want to create those moments of discomfort for yourself. And I would say that you do have a story. It's just how you tell it. It doesn't have to be traumatic. You hear that sometimes with comedians, often have really tragic backstories as to how they became comedians. But that doesn't mean that great comedians have to have a tragic backstory, right? There's lots of funny people that have very healthy, normal upbringings. Normal is not a fair word, some healthy, non-disruptive upbringing is probably better. Yeah. So with that, I think you had one more question in there that I think I can answer, which is should we have a little bit of both? Right, should we have a little bit of extrinsic or intrinsic? And so this is where I want to caution about some of the definitions I'm using, because I think a lot of people have heard the term intrinsic and extrinsic before, you know that we want to be, have that intrinsic drive and build that up. And there's a little nuanced and into extrinsic motivation, just motivation itself. That simply means that the push that we're getting, we're getting a little bit of stress from the outside to get things done. To, to get to a goal, we have a goal, and it's great when we can, when we have that thing that we're willing to stay up till 2am to reach that goal. But we all have jobs somewhere and there's no job that every single task in a job is something you're intrinsically driven to do. You know, 50% of your job is probably I mean, I hope it's only 50%, right? It could be more right, is there's things that you don't necessarily want to do. So when it comes to motivation, just extrinsic motivation in that term, that can be good, right? We can get a little bit of a push from the outside. That's not a bad thing to go like, Oh, I have a deadline. I got this stress. I gotta get that done. Where we run into trouble is when our self worth, what makes me of value to the world, what makes me valuable to my community. When that, when the answer to that question is being driven by what I need to do what others want so they'll accept you. When you have that thought, you're having, you're being driven by extrinsic self worth, and that we don't want we never want that. Because that means you have this sense of instability, that if I don't do what people want of me, or what they ask of me, they're going to leave and abandon me. And we never want to have that. So that's actually part of what keeps us in the trap is we want to avoid that fear of abandonment from our communities, whether or not that's our family, our professional community, our, our societal community. So we don't want to have that when we focus on the intrinsic or getting our self worth from there. We don't need that external validation for our self worth. We still need our community. We need people that is not, that is not saying that we should go through life alone. We absolutely are social creatures and we need community. But we need a community that we feel comfortable quote-in our own skin. One that we can be our intrinsic selves.
Pualena 6:20
Beautiful. Thank you for clarifying that. I think that's really important. And it's, again, like something that is so needed in this time that we're in, especially because we have been quite isolated in the last couple of years. And as we shift into this new phase of the world, I'm noticing that there is sort of residual isolation that people are choosing to be a part of, including myself, like, I will often choose to meet by someone rather than in person because of its convenience. Realizing only after that, like I, I need to get out that you need to be around other humans and be around other people. And so I really think that it's important to continue to nurture community as you said, and find that healthy mindset around sharing like, what you do matters and the person that is like, you are the most important person to understand that what you do matters and if other people don't understand that, if they don't agree with you, that has to be okay. Whether we, like, make it be a part of your family or community and they may not agree with what you're doing. But if you feel that it matters deep within you, is am, I am I sort of, like, on the right path on this.
Steven 7:43
Yes, you are right about, I agree with you. You're right about the self acceptance, like you need to be okay with you. But I will say that we can't avoid the influence of our community on us. Eventually, we can be comfortable with ourselves, and we can be really self confident. But if day in and day out, we're in environments that tell us we're unworthy. Then we need to find a new community. Whatever that means, that doesn't mean you need to discard what's there. You don't need to abandon everyone you know, but it does, we mean you need to find a community that is going to value what you have. Because all those little needles, I mean, there's many people that are already in their communities. But if you are in a community that's not supportive of that intrinsic self, then you do need to find one that's there because you can't sustain that level of self worth by yourself. You need others. There's the other half of this too is you may also be in a community that is supportive. But your mind may have developed into a way that you're always worried about people leaving if you don't do what they're told. So sometimes this idea that, that we're in a bad community, I mean for that we're in a community that, that wouldn't leave us if we don't do what they're told. It's sometimes just in our mind it's often just in our mind, I think, because we have people around us that love us. But we tell ourselves no, if I do this thing wrong, they're gonna leave. I'm only valuable to my family, if this. When really there is no if. We need to accept the unconditional love of the people that are with us.
Pualena 9:20
Beautiful. That's huge. I think that is a huge part of what keeps people stuck from trying new things from putting themselves out there is the fear of the judgment that just probably doesn't even exist, right. How do you guide people through that? Because I think it's, that's such a necessary obstacle for people to overcome in order to experience some of the growth that they're meant to experience. And I find especially in the work that I do, I build websites and courses for people who may have never put themselves out there before. So it's not just recording course content and selling it, it's promoting it's, you know, letting people know that this is what they're doing now, especially if it's a big career shift or life shift and there's a lot of resistance that comes up around that. So I'm curious how you guide people through who may be experiencing that very thing where there's no evidence that people are not supportive of what they're doing, but they're very fearful of that judgment.
Steven 10:28
Okay, yes, this is probably the most common thing I ran into when I was doing the education when I had college and high school students. This is also the thing that they were always the worst students as well in terms of academics, because that same fear of judgment kept them from putting in effort academically as well.
Pualena 10:48
Interesting!
Steven 10:49
Yeah, so it's kind of, it's a point of control. If I do this, I'm gonna fail. And if I fail, it's gonna feel terrible. People are gonna abandon me so you know what, I'm going to choose to not do this at all. I'm going to choose to stay in my comfort zone and not step out and that ends up leading us to never start, to never begin to make those, those take those risks. And so part of this when you say, how do you guide people through this is taking them down. First, getting down that noise level, so that they can recognize this first place in the first place. Most, I would say most people don't stop and are not introspective enough on a daily basis to recognize that this is their thinking. So that's the first step and then after that, it is a process of initiating what I call or what's called disorienting dilemmas. These are kind of the replacement for the trauma. We want to initiate uncomfortable situations and then act based on them and then reevaluate and see what comes up because we need to start to step out and push. And some of this comes to experience if you have that, that innate sense of judgment and fear of abandonment that people don't leave you if you don't conform. And it's not real. It did come from somewhere. You just need to figure out where it came from. Now that's something that might, that might help in therapy, as well. You might address something like that, like where did this come from? But what we want to do while we're growing is step beyond to say okay, yes, I kind of have this irrational fear of people leaving, but it's not true. And so we started to take little steps outside of ourselves. When I said at the beginning that we're all subjective and we only know what we've been. Well that also means then that as we do the same things over and over again within the bounds of that person that we've been, we're not taking risks to go outside of. And so our boundary stays very where it is. What we need to do and this is what I guide through is how to push those boundaries. And step beyond them. And then we can have that self expansion, we can have more self realization. But we want to be careful with how we do that. Because if we step too far too quickly, we might get a kind of defensive reaction. Or we might say, Oh, no, this is too much. I'm going to go into my turtle shell and I'm going to hide so we don't want that either. So it's a very careful balance of how we can step out beyond ourselves.
Pualena 13:18
Wow, oh my gosh, I literally could talk to you forever about this. It's so interesting to me and I'm, I'm so again just grateful that this is work that you're doing in the world. And if there is anybody listening who is excited and interested in learning more or potentially working with you, how can they connect with you and how can they learn more about this work that you're doing?
Steven 13:42
Yes, so a lot of this information is on my website. It's humanity-consulting.org. You can go there and there, I offer free consultations where we can see what's going on how I might be able to help you kind of guide some initial processes to see how you respond to this. And there's also, I offer classes, group classes, where we can go through some more generalized information to learn the psychology of being, the psychology of growth, and there's lessons to be taken from there and things to be learned if you don't want to necessarily step right into the one-on-one work. And I also offer business trainings as well to improve business environments through this same method. Also, that and in conflict resolution, so if you're a business that says like, hey, I want a more healthy mentally well population that's going to be more motivated or more driven in my, in my group, here's how you can gain that type of training for your employees and for management and staff. So I do work in all those different areas.
Pualena 14:50
Awesome.
Steven 14:52
I also, I also have stepped into the social media realm. So you can also find me on Facebook, Instagram, YouTube, and Twitter as well and LinkedIn @humanityconsulting, you can check all those out.
Pualena 15:09
Well, you just dove right in.
Steven 15:11
Yes.
Pualena 15:13
That's awesome. Amazing. I am so excited for people to connect with you and continue working on all of this beautiful inner and external work that we need to do in order to be the people that we're going to be and really change the world with the businesses that we have. Do you have any final thoughts for the audience today?
Steven 15:36
Yes, this is kind of my grandiose vision. I grew up in in the late 80s and 90s. And this is the prime time of kind of the golden age of sci fi and Star Trek. And I grew up watching Star Trek Next Generation and in Star Trek they present a world that is post scarcity economy so people don't have to worry about money anymore or getting the things that they need. So in the future, this idealist and future people work for the betterment of themselves and the betterment of their society as a whole. They're driven. Truly everybody is driven by these intrinsic motivations. And that's kind of the paradigm of the society. And I joined the Air Force and then came an astrophysicist thinking that that's how I was going to be able to create that world and do my part. I left astrophysics, partly because I realized that wasn't going to happen there. And that's a huge motivation of why I switched over to doing this work is I still believe in that future where people are driven by growing themselves and contributing to the welfare of everyone. And that's the message I would leave everyone with this. We can have that better world we can have a place where everyone feels accepted and loving. Just because it hasn't happened in the past because of all of our history of humanity doesn't mean that that society can't exist in the future. We just have to take the steps today to make that happen. And this is a major one. Even if you're not going to become a psychologist or do this work. You can work on yourself, and you can become the best version of you and contribute in the way that is intrinsic for yourself.
Pualena 17:09
Beautiful, you are one of the most amazing humans I have ever met. Thank you again for joining us and I can't wait to catch up with you again soon.
Steven 17:18
Thank you, it was great to be here.
Outro 17:21
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast don't forget to subscribe and share the blog with a five star review and tag us on Instagram @pualena.co for a shout out on the next episode and be sure to visit pualena.com For more info. Thanks again for listening.
Pualena knows pricing your courses, products, and services can be a funny task with many layers to the process. In this episode, Pua shares her strategy to cut through the messiness of finding the best prices for your products. She offers tips to help you conduct market research and gather valuable feedback to determine the best rates. The end goal is to help you serve your clients more while working less.
Pua also teaches helpful strategies, such as creating an ecosystem of products to bring customers in at various price points. And how to start prices low, gather data, then raise your rates, and repeat. Pua drives home the wisdom that feedback is not personal; it's useful data. If you're an entrepreneur struggling with the topic of pricing, this is the episode for you!
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Transcript
Intro: 0:01
Welcome to the Course Creators Academy podcast. With digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena: 0:35
Hello, and welcome to the Course Creators Academy podcast. I'm your host Pua. And once again I am super excited to be chatting with you today, please excuse the scratchiness of my voice. That's what I get when I go to Disneyland on Friday, and then Lady Gaga on Saturday. And it's been several days, it's been almost a full week since I lost my voice. So, you can only imagine what I've sounded like, over the course of this week, so anyway, I will do my best to make sure that I don't completely lose it as we're chatting. So, let's dive in.
Pualena: 1:17
Today we are talking all about pricing for your products, your services, your courses, your memberships, whatever you're selling online. Since you are listening to the Course Creators Academy podcast, you are probably selling a course, you are maybe selling a membership. You may have coaching programs, you may do consulting, you might be a speaker, whatever it is that you do, it's really important to make sure that we are pricing things appropriately. And this is probably one of the biggest sticking points that our clients experience that I've experienced as a service provider, as a website developer, as a speaker, as a course creator. Pricing is a funny thing. And it can actually bring up many layers of challenge and stickiness. And so, it's, it's really important, I feel, to not think that you are alone in needing to decide what your pricing is. So, you know, the first part of this is remembering that you as an entrepreneur, as a business owner, as a course creator as a creative. You are part of a huge community of other entrepreneurs who are on a very similar journey. If you are in other communities, if you're in programs, if you have a community of your own. If you have clients if you have friends. These are all groups and people and connections that you can tap into to ask questions to to get feedback from. So, beyond just this episode today, remember that you're supported. Remember that you have people around you that can help, that can answer questions, that can give you feedback.
Pualena: 3:06
And the thing that I want to really drive home in the first part of this episode is that feedback is data. And feedback is crucial to making decisions, to moving forward to having, you know, services and courses and products that really do solve a problem and that make an impact. And the thing, the tricky thing about feedback is we tend to take it personally, which is totally human, and it's totally normal, totally natural. I do want to encourage you to start reframing your mindset around feedback, simply as data, because that will allow us to step back and not take everything that people tell us so personally. It will allow us to make decisions based on the data that we're collecting, in the form of feedback. And remember that you, as with most sets of data, one, one contribution to the collection of data does not make or break the decision that you make. Okay, so, just keep that in mind. So, let's say for the sake of this podcast, that you are a coach, maybe you're a business coach, a fitness coach, a life coach, something some kind of coach, just because that's tends to be sort of the biggest percentage of people that I work with in the course creation space. And let's say you have a theory, or you know, you have a suite of services, you have a coaching program. So, maybe that's group coaching, you do one on one coaching you do you have an online course, and a membership. Okay, so, those are four things. And then maybe you do speaking on the side, right? You have like all of these things that you offer. And all of these things need a price, right? So, the first place to start really is to just sit down with your suite of services, map them out. And what I want you to do is focus on the transformation that each one of them provides. Focus on the results.
Pualena: 5:17
And what are those results worth? For some coaches if you're a life coach who helps people who are going through trauma or to heal some sort of traumatic experience that's, that's pretty priceless. That is going to change the trajectory of the rest of their lives. So, that also makes this really challenging, right? If you are a coach who, maybe you're a business coach, and you specialize in new business owners who may not have any capital at all, you're thinking, I want to provide this amazing life changing transformation. But I know that my target audience probably doesn't have very much money, or they're starting their business, from their savings from the job that they just left, or they're still working their job. And they're trying to save so that they can quit, but they want to have their established businesses. So, these are all things that we often will consider. And these are things that I want you to take a step away from, it's important to consider it and to have sort of that compassionate mindset. But we don't want to price based on what we assume our clients can afford. That is setting us up for a world of disappointment. We need to price based on the transformation that we provide, and the energetic exchange that's appropriate for the product or service that you have. Okay. So, usually where people start is they'll just sort of guess, right? So, you're gonna sit with your four or five things that you offer, maybe you offer just one thing, that's totally fine. I offered just one thing for years. And intuitively, what do you think this is worth? And just sort of sit with that. You can ask around if you want to. But I want this to mostly be something that you do sort of internally. Based on what you know, already, without doing research at first, how do you feel? What do you feel the energetic exchange would be for this product or service. So, that's only going to be your baseline, you are not going to just set your pricing there and move on, we are just setting an intuitive baseline.
Pualena: 7:32
Okay. So, from there, we are now going to start to collect feedback and data to back this up. And to actually start to make a decision. Something that we... a place that we may consider starting is doing some market research. So, for me, as a web designer, my market research is going to be going out. And maybe I'm contacting I'm submitting contact forms on other web designers websites, maybe I'm looking for pricing that's listed on websites, but I want to go and find as many businesses who are are similar enough to what I'm offering that I can get an idea of what the market is charging, this is not for you to copy, this is not for you to compare yourself to this is just data. Okay?
Pualena: 8:19
I want to recommend a platform that was introduced to me by my former business partner, and I have used this service for years. It's amazing. And there, I'll drop an affiliate link in the in the shownotes. It's called Fancy Hands: fancyhands.com. Essentially, this is a collective of US based virtual assistants. And you can outsource tasks to them. Typically these, so a single request or a single task is about 20 minutes. And you can purchase a set of tasks per month. So, you you subscribe to the platform, and the number of tasks that you don't use in a month roll over. So, I have a few, like dozens of tasks in the queue. Not in the queue, but you know, waiting to be used. So, you know, if some if you give somebody a task, and it's gonna take them longer than 20 minutes, they'll message you and they'll say, hey, here, I've started, I'd like you to check it to make sure that this I'm on the right track, I am estimating that this is going to take, you know, two additional tasks, if you approve of that, let me know. So, it's, it's really cool. The thing is, you have to be really clear about what you want them to do. So, they'll do things like research for me, and I'll say, pull 10 to 15. Actually, you really should just say the number so, you know, pull 15, or here how's this: create a spreadsheet. And these are the data points that I want you to look for, you know the name of the company, I want you to find 15 website designers, and tell me the name of the company, the services, they offer the pricing for each service. And if you need to contact them, please do. And I want you to start with page two on a Google search. So, you know, because we can all Google right? We're all going to look at the first page but we probably won't go beyond that. Which is why SEO is so important, but we'll talk about that in another episode. So, do the research, alright, get get a good feel for what's out there. Again, find an affiliate link for Fancy Hands in the show notes.
Pualena: 10:35
And the third thing, the third thing, I don't know if I've already said three things, I think I've said two things. The next thing is, you're going to start talking to people. Yes, introverts, I know. But this is, this is crucial. So, I just want you to start asking around, ask contacts in your industry, ask people who know nothing about your industry, ask your network, your network of entrepreneurs, your network of if you're in a professional organization of some sort, Rotary, BNI. Ask your friends and family, okay? I want to caution you on friends and family, because they love you. And because they love you, they may be less, less honest with you to spare your feelings. Oh, how do you feel about, you know, me charging this much for my coaching program, oh my gosh, that's awesome. I love that you're doing that. Right, they're just gonna want to sort of cheer you on and boost your ego. And that's so great. Lean on them when you feel like you need that. But maybe take that feedback with a grain of salt. Also, if they are honest, think about this, right? If we, let's say, you know, we ask a family member who, you know, may not be super into this entrepreneurial thing, and they're very traditional. And they're like, you know, you really should have gone to law school. Or you really should have just stuck with that career that you had, because you were really going places and now you're not. If they give you another type of feedback, will you be able to see it simply as data and not take it personally, if not, do not ask that person. So, friends and family, I would sort of save for the end, if you feel like you don't have enough feedback. But potentially they're not the target audience for this type of polling. Okay.
Pualena: 12:25
So, from here, we are going to start to set our prices, look at your intuitive pricing is the feedback that you received is the data and the research that you did aligned with what you felt like you kind of wanted to start pricing your products or services at? If so, let's start to nail something down. Okay, we coach our clients to have an ecosystem of products and services for your target audience. Because what we want is residual income, we want loyal, repeat customers. And in order to do that, you need to be able to meet people where they're at. So, instead of having one product or service that you price super low, because you want it to be really, really accessible for everybody, decide on a suite of services or products that you can offer that will meet people where you're at, but won't diminish the value of the transformation that you provide. Okay, I'll say that, again, create a suite of products or services that can meet people where they're at, but do not diminish the value of the transformation that you provide. This is why as for a coach, you'll want to have an asynchronous course that people can just buy and do whenever they want. Maybe you have a little ebook or, or a paperback book, these are going to be low ticket, okay, your book could be $30 - $50, your course could be $100, $200, $300. Maybe you have a group coaching program. And that might be upwards of $900 or $1000, or $2,000. And then you have one on one coaching, maybe that's you know, higher ticket three to $5,000. Maybe you have a VIP experience or a done-for-you experience. And that's upwards of $5,000 to $10,000. You know, you can do a retreat. But if you want to, and we'll talk about this a little bit later in the episode, but, I do recommend that you go from low to high and have several ways for people to opt in. Because yes, people are going to be to be able to afford different things. And those who come in at sort of that low, low barrier to entry, they will, if you provide that transformation, they will continue to want to invest in your services and sort of climb that ladder of your... your services suite. Alternatively, if somebody comes to a, you know, $5,000 to $10,000, three-day intensive retreat, they're also going to want to buy your book at the end. Right? So, that's another $30 that you are able to bring in as a stream of revenue from somebody who has already invested in something that you offer. Now, let's just be real. If you're going to do a $10,000 retreat, please give them your book for free. Like let that be part of the swag bag. Come on guys.
Pualena: 15:19
Okay, so, let's, let's step into the space of a new entrepreneur, or if you are transitioning to offering a new set of services, or for me if I just entered the world of web design and I am going to need to get a little bit of experience under my belt. And I just I don't know what I don't know, and I'm not going to set things up perfectly from the start. So, what's really important is to start low, to be honest. Don't start so super low, but you're gonna want to do... maybe it's a, you're gonna have like a pilot group or a pilot program or beta program. Or, you know, for the first three months after this big launch, you can opt into my services or get this product for 50% off. Or, you know what, that there's something that you need to offer for people to be your test subjects. You're not going to say that and I almost don't even like calling things beta programs, because people sort of come into it knowing that they're test subjects and then they don't, they don't always, they're not always all in. If they know that they're getting some sort of deal, and you're like... this is going to be amazing, these are all the bonuses you're gonna get. And for this fixed amount of time, you get this for 50% off... you don't have to tell them, they're the first people to do it. Because you're gonna go above and beyond, right? So, here's the thing, we're going to start low and essentially think of this, as you're, you are your own intern. You are, you're, you're paying yourself a little bit less, so that you can get experience. So that you can collect feedback and data, so that you can build your portfolio, so that you can get raving testimonials. And you are going to go above and beyond knowing that if you stick to this level of service, and you keep elevating it and evolving it, and you end up raising your rates that will feel in total alignment. Remember that money is just an exchange of energy. So, we're lowering the financial exchange, but you're also receiving data, you're receiving feedback, you're receiving testimonials, okay? So, it should still not feel like you're charging so low that you end up resenting all these people, because you're giving so much time and energy and you feel like you're in the red, right? We want to we still want to break even energetically.
Pualena: 17:53
After you provide this first round of services, maybe for me, you know, after I create five websites, I might bump my prices up a little bit or ten websites or whatever that is, ask your clients, did this work together meet your expectations? How do you feel this exchange was? Do you feel like this was worth it? They'll tell you, if there was if they're so stoked, if you provide the transformation that I know you can provide. They'll say, oh my gosh, you totally un, undercharged for this, this is worth so much more than I paid for, thank you so much. Or, you know what I feel like you could include this. And you know, people aren't aren't going to be as open about the other side of that feedback unless they're kind of a jerk. And that type of feedback is very, very, very valuable. So, what you need to do is send out anonymous surveys throughout the process, send it out in the middle, send it out the end, make sure that you are able to collect feedback, good or bad, and remove yourself from the emotion and see it as data. I know I've said that a billion times but I can't stress it enough.
Pualena: 19:07
Okay, so from there you are, you know, let's say you've got a couple of rounds of your program under your belt, you've built a few websites, you've provided a few really amazing transformations for your first round of clients, it's important to actually like raise your rates now. Be sure that you built, because in order to scale, you are going to need to increase your rates to accommodate for, you know, platforms that can help you be more efficient, personnel, right? You are going to hire, you need help if you're going to scale, otherwise, you are going to cap out and that's it for you. Right? Financial growth will also incur additional investments. So, just just accept that and know that increasing your rates is going to allow you to serve your clients better. For example, I recently brought on a team, they're phenomenal. They are so much better than I am at all the things that they do and that was my ultimate dream. And in order for me to bring on the people that I know can serve my clients in the best way possible. I truly feel like I had the the best people in the world. I need to pay them their worth. I'm not willing to not pay them what they're worth in order to keep my rates low. Yes, I may lose a certain set of clients that may no longer be able to invest in that way. So, I have two options, right? I either say, Hey, thank you so much, I really do want to support you in any way that I can. Here are a few referrals for people who may be able to support you. Or here are some things that I offer with a more, you know, DIY air about it. And these are the things that I do for my clients. And I'm going to teach you how to do them all in this course. So, you're still able to support people wherever they're at, because you have this suite of services, okay? If you scale, you're going to need to improve your systems, you're going to need to improve your processes. It's just, it's just a thing, like where we are, when we start is never where we are when we're done. And that's the great part about being a business owner, you get to experience all this growth. So, plan to optimize for efficiency and plan to play this game. Okay, you might even want to write this down and put it up somewhere. How can I serve more and work less?
Pualena: 21:45
How can I serve more and work less? Now, this doesn't mean that your all time ultimate goal is to be a lazy couch potato who takes everybody's money, and then you go watch Netflix. It just means that you are trying to be as efficient as possible. And as the visionary, as the business owner, as the CEO, it is crucial that you begin to scale your business in a way that allows you to step back from being the one who actually creates the deliverables. So, that you can continue to evolve your suite of services, this is actually a conversation for a different podcast. So, I won't get too deep into that. But I do want to make sure that you are continually setting up your systems and processes, for efficiency. If you're doing super manual work, if you're following up manually if you are, you know collecting your leads in a spreadsheet, that's a great place to start. But that is not going to allow you to scale. So, start to look for platforms that you can invest in that will get, that will increase your efficiency. Okay, have I beat that horse enough? Let's move on.
Pualena: 22:56
Money is energy. I've said this a few times and I will continue to say it because it's true. We want to price accordingly. Okay. And the consequence when we don't price accordingly, and usually when we price too low, but also when we price too high, is that there is a misalignment in energy, a misalignment of expectations on both ends. Okay, let's think about this. Let's say I have a coaching program, and I want to get as many people into it as possible, because I think it's awesome, and it can change lives. And I all I want to do is change everybody's lives in the world. So, I'm going to say, you are going to come into my six week program, where you're gonna, you know, make you a healthier, happier, more joyful person. And it's only $20 everyone's gonna be like, what, that's insane. I'm in. Take my money. So, they're gonna come in for $20. And I would say 80 to 90% of them will never ever, ever, ever, ever start the program. $20 is not a big deal for people to just sort of throw away. If if they're, if they're able to invest in an online program for $20. And they're able to sort of say, I'm going to do this when I'm when I have time. And that time is never going to come around, and they're never going to do it, and they're never gonna get the transformation. So, you've just taken a bunch of people's money and given them nothing. Does that feel good? It feels really, really gross to me. And not in a gross way of like you're a scam. But it's just, you don't your goal was to change lives and you didn't. And so there's misalignment. Okay, something that I've found in the web design, and you know, the deliverables space, if you will, is when I under charge, and I still hold my own team and my own results to a standard. I'm providing this service that I feel like I am not, I'm losing money on. I'm spending so much energy and so much time creating these things. And I start to resent the client because I don't feel like they've paid me for what I'm worth. And on the other side, if we're working with a client who is sort of in the budget space, I don't exactly know what this phenomenon is all about. But I've found that when I offer my services for a significant discount, those clients tend to be a little bit more demanding. And by a little bit I mean a lot and they tend to be really just disappointed in everything, even though you've spent so much time and energy providing this amazing service for them, essentially for free. So, its alignment is really, really important. And this does, you know, it may sort of take some guess and check. I've had my fair share of difficult clients. And I love each of them, because they provided me this experience that I was able to learn from and grow from and, and create systems around and processes around and pricing around so that I don't have those experiences again. And if I do have them again, it just means that I didn't fix something that needed to be fixed within my, the entire suite of what I offer.
Pualena: 26:19
Let's also think about pricing from a results perspective. If you have a coaching program, or a course, or a one-on-one, or you know, whatever. We want people to experience this transformation, we've talked about storytelling before, and how at the end of the Hero's Journey either results in success or failure. However, if they've gone through the transformational journey that you provide, and they've actually done the work,even if they don't achieve that big goal that they set for themselves at the beginning, they're still miles ahead of where they were when they started. So, that quote-unquote, failure, right? I've trained, I've entered the tournament, I lose a tournament, does that mean I failed? Potentially, that's one of the definitions. But I am so much better than I was when I started before all the training, before all the coaching, right? So, when we think about the energetic exchange of a transformational experience, if I pay $20, am I going to be invested in showing up for all the calls and doing the work? Some people might, most people won't. If I pay $100? Well, it depends. It's all relative. If I only have $300, and I pay $100, to be your student, I'm probably going to probably going to, you know, show up and do the work. But most people, even at that price point may not do the work. If I come into your program, for like $1,000... $3,000... $5,000... $10,000... Am I going to show up and do the work with you as my guide? You better believe it. I'm going to show up because of that exchange, right? People want to get their money's worth, I paid so much for this program. I'm going to watch all the modules, I'm going to listen to everything I'm going to do all the worksheets I'm going to, I'm going to do the work. Okay. Now, if you're going to charge upwards of $5,000 to $10,000 and beyond, you better be able to deliver results. That's all I have to say.
Pualena: 28:26
Okay, so I think this was a lot to chew on. I hope that it was not super overwhelming, I hope you feel like you are equipped with at least a starting place for, for pricing, which is something that again, we all get stuck here. Pricing is a very, very funky beast. And again, know that you're not alone, know that you can reach out, connect with people and and just, you know, feel into it and ease into it. Knowing that you're never stuck. If you decide on a price and you're like oh my gosh, that was such a mistake. You get to grow from that. Okay, so I am here to support you. I am so thrilled that you are here listening to the podcast. We have some amazing interviews and episodes coming up so make sure you subscribe and I will talk to you soon.
Pualena welcomes guest Jono Petrohilos - course creator, international speaker, podcast host, and award-winning fitness trainer. Jono shares how he made his way from being a fitness trainer at a fitness franchise in Australia to a creator of over 40 successful online courses generating over $2 million in revenue. Hear how he did it with valuable lessons shared along the way.
Jono shares valuable tips from the lessons he’s learned in his career, including how he rose from dead last to number one among fitness trainers in Australia in just one year, to how to build your list and invest in a business coach. Jono also explains why you need to start with a free mini course before you even think about launching a paid course. If you have no idea where to start with your course idea, this episode is for you!
About Jono Petrohilos
John Petrohilos is an online course creator, podcast host, international speaker, and award-winning fitness trainer from Sydney, Australia. With over 40 online courses under his belt, Jono is an expert when it comes to creating, hosting, and launching digital courses. He was named 2020 Fitness Australia Educator of the Year and is an Exercise NZ Educator of the Year Finalist.
Resources discussed in this episode:
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Jono Petrohilos - Course Creator Community: website | facebook | linkedin | youtube
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Transcript:
Intro 00:00
Welcome. Welcome to the Course Creators Academy podcast. With digital designing course creation expert Pualena. Tune in for strategies on how you can use online courses to grow your business, you'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 00:31
All right, we are live. What's up, Johno? I am so excited to meet you and to have you here on our podcast chatting about all things course creation. I've been in your Facebook group for some time. And I'm just really grateful to be connected with you and to learn from you because you have been in this space for quite a while. And I know our audience is going to get a ton of value from this episode. So if you wouldn't mind just quickly introducing yourself and sharing a little bit about your background and what you do and what got you to this space.
Jono 01:08
Yes, for sure. Off the bat. I'm very grateful to be on here, Pua, I listened to the podcast, I'm a fan of yours. And that was such a kind intro. It's one of the… one of the better intros someone's given to me. But I usually write the intro myself. You did that yourself. So, it's even more impressive. So, thank you for that. Little bit of background about myself. I'm based in Sydney, Australia, I run a couple different businesses. My major business fitness education online, is a heap of education courses for personal fitness trainers. So, someone's a fitness trainer, I've got about 40 different courses to help them grow their fitness business, and to be a better personal trainer. I've been doing that for most about 2014. So, I've lost count, what's that? Six, seven, eight years or something. And a very successful business, it generates about a million dollars a year, mainly passively. So, I've just recently started up a new business called the Course Creator Community, where I essentially help other course creators achieve that result as well. It's like, hey, here's what I do over in this space here. Here's how I make a million bucks a year. Here's the strategies you need, if you want to implement that as well.
Pualena 02:15
I love that. I love that so much. And I think that's exactly what we need to sort of hear and be exposed to. In this time, no matter what you do, right? If, if you're looking to create success in a specific realm, seek the people who A) have done it successfully and B) are excited to share what they've learned with you, right?
Jono 02:36
Yep, I agree. I learned that one the hard way tried to do it myself to start with, and that didn't work too well. So yeah, I agree with you.
Pualena 02:44
Totally. It's so worth, like, saving the time of Googling and YouTubing for six months and just invest in expert support. It's, awesome.
Jono 02:54
Well, I'm a fan of... are you a Tony Robbins fan at all, Pua? Is he big in Hawaii?
Pualena 02:58
He's big everywhere! Yeah, yep. I've gone to a couple of his events. He's amazing.
Jono 03:05
I learned that strategy from him. I remember what he says, exactly. But it's along the lines of there's people out there that have spent 10 years mastering their craft, and they can teach you most of that in 10 weeks. So you kind of got a couple options, right? Spent 10 years doing it yourself, or compress it into 10 weeks and then learn the next skill and then the next skill and then the next skill.
Pualena 03:25
Absolutely. And that's really what we invest in, right. Like if we're providing a service, even something like a trade, right? You're gonna charge me $100 to come in, take a look at my fan like, No, I'm charging $100 for the expertise that I have from the years of experience from the schooling I went to, right.
Jono 03:47
I saw a good, there was a good social media post I saw around that as well. So good on that exactly. Where there was a tradesperson, went to someone's house, the person's like, oh, you know, 100 bucks is way too expensive for that. The trade person's like, okay, no dramas, hey, instead of paying 100 bucks, you're going to learn how to do it yourself. You know what, only take you 10 hours. Oh, and on top of that, go and buy the tools, that'll only cost you a couple $1,000 Oh, and on top of that, you know, go and give up your Saturday and go and do it. And it was just like, okay, yeah, it's a steal.
Pualena 04:13
Totally. And I, that's exactly the space that I think so many course creators or entrepreneurs in general, find themselves in is, okay, we have this knowledge, we have this expertise. We want to see everybody else out there find passion and freedom in creating a business, or whatever you want to teach on, right? And so we're here, we're here to share what we've learned. And I'm so grateful for the online learning space, because it really makes teaching easier. You can reach a broader audience. What is your experience, on sort of taking… because you started in the fitness world in real life before?
Jono 04:54
Yeah, yeah, yeah. You want me to tell you the story?
Pualena 04:56
Yes, I would love to.
Jono 04:58
I'll tell you the story. I'll summarize it as quick as possible, so if I'm blabbing on just just told me to stop, because there's a few different, you know, stages of it. But yeah, starting off, I was a fitness trainer. So I did... I was a personal trainer, I used to work at a boot camp, like a franchise that had like, 75 different locations all over Australia and New Zealand. And every trainer was ranked based on how good they were. One being the best, 75 being the worst. Right?
Pualena 05:26
No pressure.
Jono 05:27
Yeah, I think I don't know if that would still fly these days. Apparently, they've gotten away. So some of that stuff, but you know, and, and it was on there, you know, like you'd log on your dashboard. And there was a pie chart telling you where you're ranked. You know, when everyone else all of the instructors could see where everyone else was ranked, you know, so, you know, different times, but I'm taking this one I was ranked in their pool of 75.
Pualena 05:48
One.
Jono 05:50
I wish, starting off, so I should've said starting off, what do you think I was ranked?
Pualena 05:54
Ten.
Jono 05:55
I wish, not a yes.
Pualena 05:58
I'm gonna say 75. But I just don't believe that.
Jono 06:01
Pualena 08:53
One!
Jono 08:55
Now number one, all right. And I had actually two locations as well. And I was kind of thinking I was like, hold on, I got a system here, like I was the worst bootcamp instructor in the country. And if I can, if I can get it to this level, I went from 20 clients to 100 clients, and then another location as well. I was like, I've got a system, I feel I've got something that I could give to someone else. And they could achieve similar results. And also throughout that year, I'd been doing a lot of courses myself, right. So I sort of saw the value of it. And I was like, you know what, I'm going to create my own course. Right? And back in those days was like 2014 2015 or something. The online course wasn't like it is today. I don't even know if Click Funnels existed in in 2014. Or maybe they're just starting. Anyway, so I was like, Alright, I want to do a course should I do it online or face-to-face? And I was leaning towards face-to-face, but then I was like, ah, what happens if no one comes, you know, then I'm still going to rent out the facility and, you know, we're still what happens if only one person comes? We're going to rent out the place, next you run the thing, like, at least If I do it online, if someone buys it great if they don't, you know, I haven't lost anything. So I went down the online pathway where there was an issue. I was a personal trainer, I wasn't a tech guy, you know, I had no idea how the tech works. I did some research. And I think I got someone quoted me like $20,000 to create a website for me. And I was like, oh, it's a big, it's a steep risk, you know. And as I guess, I'm just not going to do it, you know, this online thing is too hard. And then I was scrolling through Facebook, and I saw an ad come up to get an ebook. And I was like, oh, what's this? I've never heard of this before. So I purchased the ebook. Well, like, you know in those days, I thought an ebook was like, an Amazon Kindle. You know, I was like, to get an ebook. You got to be a published author. You got to have a publisher, you know. And then I bought this ebook, and I downloaded it. It was a good ebook, but I was looking at it, and I'm like, hold on. This is just a PDF document, saved as... a Microsoft Word document, saved as a PDF. I'm like, I'm a technological dunce, but I know how to open Microsoft Word, type a thing and press "Save As PDF". I was like, You know what, my first course is going to be an ebook.
Pualena 11:11
Yes!
Jono 11:12
At this stage as well, I'll just say I teamed up with a business partner, Travis bittern, if he's listening, so this was me and Travis here. So you know, we created this awesome ebook. Well, actually sorry, we created this awesome Microsoft Word document. Right. And it was good. Like the content - next level, right? There was no, no other content out there like it. But it just looked like a Microsoft Word document. And we were like, if we're gonna take this to market, we gotta make it look a little better, you know. So I took a couple nights off work. I was still teaching in gyms and that sort of thing. I was like, I'll take a couple nights off work and I'll format this ebook and make it look good. Now, me being a technological dunce. In those four or five hours to make it look good, I made it look worse. Because if you don't know, Microsoft Word, you know, there's indents and breaks and all this stuff. And I think because I did a bit and Travis did a bit there were different fonts in the, in the thing. And man, I made this look worse. And what am I going to do? You know what, I was Googling tips and on Google. And then I stumbled across this site Fiverr. And I'm like, hold on, what's this? You know, opened it up. And it's changed a bit since then. But in those days, you could get anything you wanted for five bucks. And I was scrolling through some of the things I saw Pua... I saw this one thing, I'll never forget this right. There was one guy that said he would slap himself in the face if you gave him five bucks. What the hell?
Pualena 12:41
Oh, my gosh, you know, people are Googling that on Fiverr right now?
Jono 12:45
Yeah, aww, well, here's the thing, right? I couldn't scroll past it. I'm like, I need to just see if this is real. So I bought it, you know, spent the gig and the five bucks on it, and he sent it back, like pretty much straight away. And it was a solid slap. This guy did not ease up. He slapped himself in the face like crazy. And I was like, You know what? That was? I'll give it to this guy. He earned that that five bucks. But then I got thinking, I was like, hold on. That wasn't personal. He didn't say hey, Jonno, or anything. He just slapped himself in the face. And I'm like, hold on, let me go back and look at this. And then I looked at it. And he'd sent me an unlisted YouTube video, which had 100,000 views. I did the math, I'm like, this guy made half a million dollars from slapping. And obviously, Fiverr might take a cut and I understand that side of things, but even a simplified version. This guy made a half a million dollars from slapping himself in the face once. And I was like, man, this guy like, he had no personality, no charisma, you know, not a sense of humor, like, you know, no skills. I'm like, if this guy can do it, what the hell is my excuse? I've actually got a degree. So I was like, man, that truth is A) it motivated me, but B) I'm like, man, this unlisted YouTube video, I'm gonna add these too because I do fitness stuff, right? It's hard to describe workouts in writing. And I didn't know how to how to kind of do the video stuff. But I was like, hold on, I can get a free YouTube account. I can put videos on there and make them unlisted, so the public can't see them. And then I add these links to the the ebook. Along with that, then I did actually pay someone five bucks to edit the book as well. And then it was actually, I mean, and don't get me wrong, it wasn't crazy good. It's five bucks on Fiverr, you know, like, you're going to get what you pay for, but it was better than what I could have done. And it wasn't just a Microsoft Word document. And I was like, alright, you know, now it's actually okay. The content is really good. It's somewhat presentable. There's videos in there. There's words you know, I think this is good. So had that cost there, then it sort of gets to the selling side of things. But did you want to? Did you have any questions on that creation side of things at all, Pua?
Pualena 15:08
No, I think that's brilliant. And I love that you shared that. This is something that you decided you were going to do. And it costs you some time and $5. Like, yeah, this is a thing that people are like, someday I'm gonna do that. But right now, I'm just gonna suffer wherever I'm at. Some time and I don't know, maybe today... $10, $25, right?
Jono 15:32
Yep. And let's go further. It was harder back then. Now, you can get on and use Newzenler or Thinkific or Teachable or something for free and you've got a whole frickin platform there. You don't even need the ebook like I did. And the Fiverr person like I did.
Pualena 15:46
Absolutely. Yeah.
Jono 15:49
So okay, so then I had the course and the ebook. Right? And it's great. Now crap, How do you sell it? You know, I think I posted, I had a handful. And also, in my situation, which is probably similar to, because I think there's two kinds of situations you can be as a course creator, right? Let's say the situation I was in, the ideal students for my course, weren't actually my clients was actually my peers. Right? I didn't create a fitness course, you know, if it wasn't a fitness course, for clients to lose weight, and that sort of thing. I could have done that. And that's a whole nother thing. But I would have had the market for that, because I had clients next clients, right. This was a course for personal trainers to do. I didn't really have any students. I wasn't a business coach, I was a trainer myself, I had peers, you know, friends, you know. And in my opinion, I was more successful than I was number one, you know, but you don't always see it like that. If you're the peers, you know, it's like, hey, who's Jono to create a force, you know, he just got lucky, you know, I can do it, blah, blah, blah. So, I made a few Facebook posts and didn't make any sales, right. But where I ran into a bit of luck, and there's a few ways to look at this. But I was like, alright, wow, what am I gonna do, I gotta do something, you know. And there's a body here in Australia, called Fitness Australia. All right, and you can essentially pay the money to get get your course on there, to get your course on their website. And they like a big organization, you know, people go there, like trainers will go there and search blogs and that sort of thing, right. And you need to have a specific criteria to get approved. But it's not crazy hard. Like, I looked at it. And I was like, I think I can do it. You know, I think I can get it approved and get it on that website. And they've got 20,000 people on their, their books, you know, so I was like, that'll be good if I can get it on there. So I got that course approved. Went on the fitness Australia website, the down point is there's 600 courses on that website, right. But it wasn't horrible. Because I'd make one or two sales a month. I'm looking and I think I was selling in the course of the 200 bucks or something like that. And it was me and a business partner. So we split that so you're not gonna get rich off a couple 100 bucks a month. But the good thing there is it showed validation. Right?
Pualena 18:05
Proof of concept, yea.
Jono 18:05
It showed like, yeah, that's proof of concept. You know, it was like, and especially the first time someone bought it, I was like, wow, you know, like, people actually bought this, you know?
Pualena 18:16
Isn't it awesome? Like, that's not my friend. That's not my mom. So there's value.
Jono 18:21
Yeah, that was the biggest advantage there, that a random person bought it.
Pualena 18:26
Yeah.
Jono 18:27
And then the other good thing is well, was the feedback form. I'll never forget, when the first person sent over that feedback form. I didn't want to read it. Because I'm like, man, this person is going to say, this person charged me 200 bucks for a Microsoft Word document, you know, I want my money back. This isn't a course. You know, I already knew this stuff. You know, I was thinking that and then open the feedback. And it was, it was like 10 out of 10 feedback. And I was just like, phew, what a relief, you know, and the second one came through, same thing like 10 out of 10 feet, these concepts are awesome. I like how it's easy to read, you know, it could do it in my own pace, could do it on my iPad, you know, I was okay, and why about the third? I think the fourth one I got some negative, not bad feedback, but I got some criticism, some spelling mistakes could have been done a bit like, you know, after about five on the hold on four out of five people have given me raving reviews. And one said it was okay. I think that's not horrible. You know, I'm kinda onto something here, you know, and on top of that, we're making a couple sales a month doing absolutely nothing. So I was like, Hold on, this, you know, it's… we're not really making money once because we have to pay Fitness Australia to get it on the website. And, you know, let's evaluate it. The 10 bucks on Fiverrs there wasn't a huge amount of expenses but still like, you know, with there might have been, you know, some things here and there that we might have, you know, got so we weren't really making money, but was proof of concept. And there was good feedback. And I was like, alright, you know, I've got to kind of get more people to know about it. You know, like if I'm just back here and waiting for these people to go to this Fitness Australia website, I'm only ever going to make one or two, I've got to be able to do something myself, you know. And one thing I was very comfortable with was a Facebook group. Because when I ran my fitness bootcamp, I also had a Facebook group for the clients. And it's a bit different a Facebook group for bootcamp, and then an online one for lead gen, like it's it's worlds apart, but there's similarities that I'm like, you know, what, if I can start up a Facebook group, and invite you know, the trainers that I know in because I know, some, you know, and I'm not selling to them now. It's like, I'm saying, hey, buy this course. It's just like, hey, got this, Facebook groups are gonna be here, for trainers in here, let's all share tips and ideas. So then I was able to get, you know, my peers in that group, they invite some friends, and people would find it organically. The people that bought the course would join there, they weren't their friends, the people that inquired about the course, but didn't buy would go in there. You know, I had, like, I didn't know it at the time, but I had a place to nurture my audience, is what we would call it there, right?
Pualena 21:02
Totally.
Jono 21:02
And then I just, you know, do some posts here and there didn't get any great feedback to start with, because I didn't know social media and how I would post YouTube links, you know, knowing now I know, that's like the worst thing you can do on Facebook, you know, post a YouTube link, and then they
Pualena 21:15
Back then they weren't really flagging that for anything, right?
Jono 21:19
Yeah, exactly. Exactly. Was like now it's the worst thing you can do, like, post a YouTube link, because you algorithm for the next six months, you know, anyway, I wasn't getting it. Whatever I was doing. It wasn't really it wasn't wasn't better than nothing. But I wasn't getting, you know, a heap., I wasn't getting any sales. Let's put it that way. I was posting some stuff, might get a like or two but wasn't getting any sales. And then I come in, I was like, oh, no, yeah. And I reached out to my mentor, who was the owner of the franchise, because I was still running the boot camp, right? And I was like, What do I do? And he's like, Hey, email is the ticket. This was 2014. Even now emails are good.
Pualena 21:56
Even now, yea.
Jono 21:57
Yeah, but 2014, like, full email was the ticket then. So he's like, Hey, here's what you got to do. He gave me access to his course. Right? He just bought a $5,000 course on email marketing. And he gave me access. And that was like the best course still, today, probably the best course I've ever done. And here's the other thing Pua, what platform do you think they deliver that course on? $5,000 course best I've ever done, would you say?
Pualena 22:23
PDF and YouTube?
Jono 22:25
Not far off Dropbox, Dropbox, it was a dropbox link, you know, module one, module two in folders, you know, module one, you open it up, here's the videos to watch. Here's the templates, you know, you go back to module two. So I think that's a good message for everyone as well. $5,000, Dropbox, might not have been free on Dropbox and listen to big video files, but we've been, you know, just just the fact of it, you know, it's kind of like, it's still today, I think it's the best course I've ever done. And it was delivered on Dropbox, right? But anyway, from there, learn about email and already had this group. So I'm looking at how can I capture emails? Can we get a free course together? Let me ask the people when they joined the group, you know, build the email list, and then sent out... I wasn't great email marketing, but I was good enough to make a few sales from it, where I was like, okay, hold on, you know, if I just send out, even back then I think I was just doing like, kind of one email a week, and then at the end of the month, going a bit harder with a bit of a special, you know, and the special was like the same special, you know, hey, get 100 bucks off, if you buy it today, you know, and then the next month is get 50 bucks off. Like it was very just, the one kind of thing right? But then started to make a couple sales, you know, once again, not a heap of sales, making two or three organically off the website, you know, and maybe making one or two a week via the email. So all of a sudden, now there's, you know, 10 different sales going through a month, you know, still so, I think maybe it's $250 for the course at that stage, so not going to get rich, but two and a half thousand dollars a month doing pretty much nothing. Right? You know, that was proof of concept again, the next step from there is we put out another course, like a kettlebell kind, of course, right, same sort of price, and then had another jump in revenue, because now we had options. I'm not just selling the same course every single week. You know, now it's like, this month, it's bootcamp this month it's kettlebell. This month it's a package bootcamp and kettlebell. This month buy boot camp and get kettlebell for free. This month had different options, and also will increase the value up because now instead of just discounting be my only option. Now I also had hey, buy this at full price, but you get the course in there, or I had by both courses, which put the value up there as well. That was another kind of jump there. I remember exact numbers but it got to about $5,000 a month doing pretty much nothing, you know, just a couple courses, having a Facebook group you know, couple emails a week you know in the course of this stage was still the ebook, we're still a Microsoft Word document, right? Yeah. And that kind of got to there, then I guess there's the next stage. But any questions with that side of things, Pua?
Pualena 25:10
I'm just, I'm so glad you're sharing the story, there's so many things that we could tease out of this. One of the things, so I, I'm sort of heavily involved in a single platform, I use Kajabi, pretty much for everything I do, and most of my clients. But what I love about what you're saying is like, platforms, design, like all of the tech that you have, is all secondary, to how transformative your content is.
Jono 25:41
Yeah.
Pualena 25:41
Because if somebody has a need that you solve, they are going to go on whatever platform you're on and consume the content in whatever way you've decided to deliver it. And if the content solves their problem, they're not gonna say, oh, but your website wasn't beautiful. They don't care. They just want to solve their problem. So I just love that you are busting all of these myths left and right, you know, and that you started with one product? Oh, yeah, of course. And then you built your library, and you were able to offer these different packages and combinations. And, and I love that people have these grand ideas of all the things they want to offer. But that's such a huge, huge sort of sticking point for people is they want to do all the things, which you can do, just do them one at a time. Right?
Jono 26:35
100% percent, it's kind of like, it's almost like learning a language as well, you know, it's like, if you're going to learn, let's say, I'm going to learn Hawaiian, for example, right? It's probably not a good idea if I try and learn Hawaiian and Greek and Chinese at the same time. If I try and do all three of those, I'm not going to be speaking any language, stuck with English, you know, but if I maybe said, hey, I'm going to spend six months just learning Hawaiian. Okay, by the end of the six months, I might be okay. And then I'm gonna still and then then I might say, right, now, let me add Greek on top. I'm still going to practice my Hawaiian, you know, I might do that one day, a week or two days a week, and then I'll learn Greek for the next six months. Okay. You know, a year later. Now, I'm pretty good at two languages. Okay, now let me add Chinese on top. I'll still practice Hawaiian, a bit, practice Greek a bit. And that's how itworks. Right? I think that's a good skill at anything. If you're learning an instrument, you know, if you're learning a language, if you're learning a sport, you know, it's easier just to master one, get that on autopilot. And then, you know, move on to the next one. So, I love that. So then, for me, it was kind of like, alright, you know, I'm making, you know, $5,000 a month doing absolutely nothing, which is great. But imagine if a shirt. Yeah, yeah, exactly. Though, I'm ambitious. You know, I'm kind of like, imagine if I actually did something. You know, what I mentioned what I could do if I actually did something. So reached out to a business coach. Right. And this was an interesting one on its own. I think there's a few lessons here as well. I was listening to a podcast at the time, you know, online SuperCoach AJ Mihrzad, because he was a fitness trainer as well. Yeah, really, you basically did what I wanted to do. I was coaching other other trainers. So I was like, You know what, I'm gonna reach out to this guy and see if he does business coaching. So, you know, reach went to his website, AJ Mihrzad, you know, typed in Google, went on a website, opened it up, put an inquiry in, got an email from this guy, Steve. And I was like, wow, new steam is you must be his assistant or something, you know, you know, booked a call with Steve, and signed up with Steve, you know, $5,000 coaching program for the month. But then I realized, hold on, Steve isn't… is a different person to AJ. You know, what I did is I typed in AJ Mihrzad podcast, but the AJ was a guest on Steve's podcast, and I landed on Steve's website, right? It just inquired there, and I didn't do the homework, you know. So anyway, Steve looked alright, you know, I was excited. Now. He's like, I'm going to set up your funnels, and we'll do Facebook ads, and people will opt in for a Facebook ad, and they'll get all these emails, and then they'll buy automatically and, you know, blah, blah, blah, blah. simplified version, he, within about three weeks, he stopped speaking to me, right? Yeah, it was meant to have two business calls a week. Just stopped turning up. Right. Didn't set up... You didn't say I've been... I guess he set up some basic kind of funnels, but no Facebook ads, and no, and that's kind of what I wanted for get me in front of new people. The Funnels he set up, we're like, hey, send a 50% email to your current database. And I'm kinda like, buddy, I don't need you for that I want to get in front of I don't want to discount this stuff. B- I want to get in front of new people. You know, maybe if the new people don't buy then we'll talk about this, but you know, give me an I'm already doing I'm already emailing my current list anyway, you know, selling him for more than 50%. Well, you know, but anyway, that was a bad experience. So I think that the lesson for the listeners there is do your homework, you know, don't just don't just assume because this guy is a good salesperson, and you know, they know what they're talking about, you know, actually follow the person. Here's a good example. Here, you know, Pua, you listen to her podcast, you know, she's trustworthy, you know, you can trust her. Right? Don't do what I did, and then sign up for my program instead of Pua's by mistake.
Pualena 0:51
You are also trustworthy and if you do that, you guys will be in good hands.
Jono 0:55
Well, well, or at least listen to my podcasts or or you know, join my Facebook group. See, I'm not a douche first. You know, and then do it but anyway, I was young and dumb and whatever. Good lesson to learn, you know, because now I actually, but then it's kind of like, I think you'll like, maybe it's just where I was. At the time where I had this dream, you know, hey, I know there's all these people that are making all this money online. You know, I want to be one of these people. You know, this guy's telling me you can, he knows all the tricks. Maybe I just kind of talked myself into it kind of thing, you know, so I'm just as much to blame as well.
Pualena 1:31
Right, we've all been there I think, like, yeah, I've done it. I've totally invested in somebody that I was like, you're an absolute scam. I got nothing out of this. And in hindsight, I'm like, did I… was it just not a good fit? Like, you know, who knows? It's yeah, it's one of those things, just learned from it.
Jono 1:48
Through... eventually... I learned some really good lessons from it, right? What I learned number one, was let's get an outcome from the coach beforehand. I'll continue the story as it will make more sense.
Pualena 2:01
Yeah.
Jono 2:01
So anyway, I, you know, was disappointed and this was an American guy, so I couldn't even like, you know, if this is Australia, I could try and sue him... or America. You know what I mean? Like, I couldn't just, you know, fly to San Diego and ask for my money back or something. So I knew I still wanted the opportunity. And I knew Facebook ads was the ticket. I'm like, get those ads back. In those days where I'm like, I know if I can get in front of the right people with Facebook ads, you know, it's gonna work. So I reached out to another mentor, paid them $5,000 . But this one, but I learned a few lessons there, right. This guy was the Facebook ads guy that was on AJs podcast. So at least I knew I was gonna go with a guy on AJs podcasts kind of vetted by AJ as well. This guy was Australian too. So I was like, alright, trust him a little bit more. Not nothing against America, it's just that I think if you're in the same country as someone there's more trust there you know, if you're American, you'll probably trust an American more than a you know, English person or whatever. You know, if you're a Canadian, you probably trust a Canadian more. It's just human nature. Right. And on top of that, I knew his sister. His sister was also a trainer at the bootcamp that I was... there at the Franchise at. So, it was just way more trust there, you know? So I reached out to him but I also did a couple of things. So I'm like, Alright, let me actually check out his social media if he has got reviews there, you know, let me chat and see what's the outcome. Okay, let me check and see what happens if I don't get results, which is okay as well. There's nothing wrong if you chat with your business coach, and you say that or even if, let's use Facebook ads as an example. Right? Let's say what I essentially said to him was, you know, "Hey, Kim, what happens if I get to the end of the month, you know, I've paid you $5000, I've just paid this other guy $5000, well, why pay you this and I don't get results, you know, do I get a refund or can something happen then? He basically said, look, we'll keep working with you until you get at least your money back. Right? So I was happy with it. Yeah, but even though it's still good, like even if he said, it's too random, you've never run Facebook ads before. I can't guarantee you anything. You're just gonna have to take that risk. Fair enough, you know, it's fair either way. But that gave me the comfort to do it, right? And you know, the first week no leads, second week no leads, third week no leads, you know, I was just about to ask for a refund. And he was like, let's try a different strategy. Do, do you know what Facebook lead ads are, Pua? Are you familiar with them?
Pualena 4:24
Is that just like one of those, one of those categories you can choose?
Jono 4:28
Yeah, yeah, yeah. Basically, we did that. We went and we changed from going from what, conversion to lead ad and then just got leads through the roof. Yeah, we were getting leads for like $1.
Pualena 4:40
Wow!
Jono 4:40
And I was selling a $500 program, right? And it was... it and this is the worst mistake of my life as well. So, best but also the worst, right? So I was getting leads for $1. And about one in 10 of them were buying, give or take, right? So $10 in $10, the actual rough numbers it might have been $2 or $3. But let's say the story sounds better if it's $1 Right. That's it actually. Oh, let's, let's call it two dollars to be conservative, right? So let's say I put $2 in. I got 10 leads, that's 20 bucks, right? So I spent 20 bucks. And I got well, this is wrong with one actually because it's easier that way. Right? What am I doing? Yeah. Let's start with one because it's easier to explain.
Pualena 5:21
It's a low cost per lead.
Jono 5:23
Well, exactly. So let's say I put 10 bucks in, I would get 10 leads and one of them would sign up for $500 $10 in $500 back, right? Guess how much money I was putting on a week, Pua?
Pualena 5:38
Putting into your Facebook ads?
Jono 5:40
Yeah.
Pualena 5:42
$50? $100?
Jono 5:43
$10
Pualena 5:43
$10? $10?
Jono 5:43
Yea, I was scared. Oh, what if I put too much in you know, I don't want to waste my money, you know.
Pualena 5:49
Yea, you'd had a few weeks of no return and you were scared.
Jono 5:54
Right. Exactly. So, I was like, looking back, that's the dumbest thing ever. You know, like if I had, If I had a bit more confidence and also I just, I guess I just lost $5,000.
Pualena 6:04
It's kind of like gambling, you know.
Jono 6:06
Yeah, that too as well, you know, it was like... Anyway, if I could go back now I just would have taken a second mortgage and put it on that. Anyway, that was like a ... that once I had that, that was like the missing piece to the puzzle because I already had the email marketing side of things, it was like, I know if people are on my email list, I'm going to make sales. It's just, how can I get more people on there? And then once I had the Facebook ad side of things, it was see you later, bye. Because it was like, I'd make... and even as the ad costs jumped up. I'd still make an ROI on the front end. I'll run with today's numbers because that'll be more realistic for the people listening, now it's about $20 a lead that I'll get, right, but the math still works, because let's say $20 a lead and still about 1 in 10 will buy. So let's say I need 10 people to inquire to make one sale. I'm basically paying $200 to make one sale and the sale is $500. Right? So it's still a good ROI. I can't scale it too much because my target market is personal trainers, right? And Australian personal trainers. There's only like 50,000 of them in the world, right of Australian personal trainers. So I've got a small niche there. So I can't put, you know, a million bucks on Facebook ads. I can put like maybe $500 or $1,000 a week kind of thing. But either way most of the money is going to find. It's not like I put in all this money on Facebook ads and make all this money on Facebook ads. I make a little bit off Facebook ads. But the real money is just the people that don't sign up because they go to the email list and I can market them for free for the rest of my life. Yeah, and then I mean, I could keep going on the next step, the next thing, the next, so, but that was kinda the opener for me. Once I started coming up the numbers there was quite a quartermaster climb to, you know, to $20,000 a month you know and then it just, it was adding stuff on from there and I was like alright, cool. Now let me fix up the website. Then I had ClickFunnels right and we actually got these courses up on ClickFunnels, all right. Oh, yeah, now let me do some free marketing and get instagram and get and then each step kind of jumped up from there. But the biggest opener was just and it doesn't even have to be I guess for me it was Facebook ads. But I'd say for the people listening I think the trick is how can you get new people? How can you turn cold traffic into money? That's I think the trick there works like, what can I and it doesn't have Facebook ads sound like a good easy one. But even if you're doing something like YouTube, right, so Alright, I know that if I do a YouTube video every single week and I do a call to action, great, a whole heap of people are going to opt in. I'm building my list for free and a couple of those people are going to buy great, I made money on the front end, but then I can make money on the back end on email marketing, you know? Same on Instagram. You know, hey, I'm going to do a reel every single day or post every single day. I'm going to get these new followers they can opt in, you know, some of them are going to buy on the front end but the real keys in the back end there. I think once you can I think the advantage of but yeah, anyway, that's kind of my summary there. Anything you want to add on to there, Pua?
Pualena 9:14
Yeah, I mean, I think the same thread and the same theme is applicable here as well. And Facebook ads are that thing that I think everybody sort of doesn't really understand. But they think that it's the magic pill and they're like once I make this much in revenue a month I'm gonna invest in Facebook ads and all my problems. will go away. And I love what you said. Again, it applies here right? The platform is less important than the formula and the framework right? Whatever you need to do wherever your particular target audience is hanging out. What are they… what platform are they on? Consider running your ads there and potentially be more successful than just relying on Facebook ads, which I don't even know like, right now. I'm hearing that YouTube is performing better than Facebook or LinkedIn.
Jono 10:08
You could say that, yeah. Every week someone calls me and tries to sell me YouTube ads. It's that same system. It's kinda like, alright, how much money am I spending to get a lead? You know? And then, alright, cool, how many of those leads are signing up because I use Google ads a lot. I use SEO you know what so once you kind of know those stats, then it's easy to put the money on there. And it's kind of like yeah, that's I think you hit it on the head, it's just like okay, what can I do to get these people into my funnel? You know, Is it organic? Is it paid? If it's paid, what is it? If it's organic, how much time? You know, but yeah, 100%.
Pualena 10:41
Yeah, and would you say to just focusing on one? Same rules apply here?
Jono 10:49
Yea, 100%. What so much... and especially even before Facebook ads, right? It's kind of like even if you're just doing organic, like, if you're trying to master Pinterest and YouTube, and it's the same as the language thing, right? So if you're trying to master... and none of them are working and you're trying YouTube, Instagram, Pinterest and podcasting, like you're gonna suck it all over, you know.
Pualena 11:10
And it's exhausting.
Jono 11:11
100% you know what it's like? It's so much better to just pick one. What platform are you going with, master that platform for a minimum three months and do a course on it. It was kind of like, it's almost arrogant in my opinion. If you think you are just starting a business and you think you can just start an Instagram account and you've got no experience on Instagram with business before and you think you can just drum up all this magic business on Instagram. It doesn't work like that. My suggestion is go and buy a course from someone who's done what you want to do. Okay, who is someone that's gone on Instagram, this very successful, great go and buy their course. It's still no guarantee because their style might be different. They may have had a better niche, whatever, but you'll be 100 times better off than if you didn't do anything and then put it into practice. Just do that for three months. You'll get better just by learning stuff, and then make a goal. You know, because they've done it for three months. You can see if it's gonna work or not, you know, when you might not even have sales there, but you can be close. You know, you can be like, ah, I feel I'm close. You know, if I just did a few little changes at work and then you can reach out to different things right? Or it might be my guy caught up on his Instagram thing down pat. I'm not making any money, but I'm getting I'm growing my email list. Okay, great. Now let me do a course on email marketing. Now I've got this here and this here.
Pualena 12:29
Yeah, absolutely. Oh my gosh, I feel like there's so much there's so much here and they this is such a fun world at least for me to geek out on and we may have to do a part two.
Jono 12:42
I'm down.
Pualena 12:42
Honestly, because there's I feel like there's more to this story and I would just love for our audience to hear your perspective on like really what's really important like what is somebody who may be either new to the online course space or just looking to either promote courses that they have that they feel people aren't buying or improve their their overall systems and processes like what do you what do you consider to be an impactful place to really focus in your energy when you're either entering the space or looking to level up in this space?
Jono 13:20
100% love that question. So it's like, and what I like now about what I do with the Course Creator Community is it allows me to see a whole whole different sides of things because previously I just had my story. It's kind of like hey, this works well for me, but all well and good Jono, you know, I don't do a business type course you know, or I don't have a niche that is defined as yours or whatever you know, so I can able to see the outside and look in and be like oh shit, this only works for me specifically, you know, like it doesn't work with this niche or whatever. So this is my take here. I think it comes down to a couple different things. I think the first thing that I would recommend someone do is just create like a free mini course. But I think the worst thing you can do if you want to be a course creator, is go out and create your course first. I think that's the worst thing you can do. I would just start a free mini course. It's 30 minutes, you know, the smaller the better. You know, whatever you do, if you're in fitness great, it's a free work out, you know, hey, you're a language person, you know great, it's how to count to 10 in the alphabet or something, you know, like, if you're a music person, it's one song or that like, just the smaller the better. Right? And there's a few different reasons why I recommend doing that. Number one, it gets you used to it gets you used to being a course creator, even though it's a free mini course. Technically, you're a course creator, right? You're also getting used to the platforms, you know, if it was a Kajabi person, you know, that can be intimidating at the start. There's so much going on there, right? You gotta put your course on there as well. There'll be if it's just a mini course. So, it's all you got to do, you know, just go on there, one mini course done. You know? That's the first thing I recommend doing but then just to kind of get that. But then the other reason why that's important, is it allows you to test the market, test the market and build your audience. Two key things, right? Because let's just say, um, let me think of an example, let's just say what's a recent one I've done, ah cool, let's say one of my clients currently has like a get-over-divorce kind of, that's a bad way to put it, you know, get-your-life-back-on-track kind of course, right? Is it going to work? I dunno. Only one way to find out right? So if she just went and created this massive course and put it out there and the market didn't want it, you're kind of gone right? But at least if you just do a mini course and you put it out there on the market, if you can't give that away for free Good luck trying to sell your main one, right? And it's better to find that out now it's better to find out now, that I can't even give this away for free. You know if we're going to do this paid one, right? Or, if you do do it and you do get a lot of traction on the free one, okay, shit, I'm on to something, you know? Now let me get me out, let me get a bit more formal. But on top of that as well it also helps you, to like, find your audience. Because it's all well and good to like, you know, have a really good thing and it could work but if you don't know how to find that audience, you're kind of gone, right? And it's easy to find the audience when you've got something for free. You know, it's like, and let's just throw out a few different options. The easiest kind of ones to test things out to start with, I think, are Facebook, Instagram, and LinkedIn. While you can jump on LinkedIn, connect with a heap of people. You can go on Instagram, search particular hashtags, connect with other people. Go on Facebook, join particular groups, see the conversations going on there, right and some of that some of those groups need to promote as well, right. So it's kind of like if you can go in there and connect with, if you can go on LinkedIn and find your person and give away the free thing. Okay, shit, you can also do it with a paid thing. You can go on Instagram, you know, find a hashtag that all your people are using and interact with them. Okay, they'll probably do the paid thing as well. You know, if you could find Facebook groups that allow you to promote your free thing, okay, cool, you know, you can probably plug your paid thing as well. But if you can't find any of them for the free thing, how are you gonna market? ou know, then you gotta kind of go straight to ads and then you don't know if it's gonna work, you know, it's just, you know, it's it's a harder way to do it, you know, so that will be my take, number one free mini course, just so you get used to being a course creator. And then see if you can plug that for free on social media. If you can find your audience and give that away for free. Great, now you're on to something, you know, now you can get a bit more detail if you haven't done that, do that first. You can do a mini course in a day, you know, don't go out one weekend, you know, do that mini course on Saturday, spend all week plugging it. You have a pretty good idea at the end of the week if it's gonna fly or not.
Pualena 17:49
Totally. I love this so much. I think this is brilliant advice. Build your list with something free because you own your list. And we say it over and over again. Like you don't own your social media followers because those the platform's went down, didn't they? A couple months ago, like they went completely, completely silent.
Jono 18:10
I'll piggyback off that a bit.
Pualena 18:11
Yes, please!
Jono 18:13
Over the years since I've been running this online business I've had an Instagram account that got banned, right? I've had a personal Facebook account banned and I've had a Facebook ads account banned as well. Right and with all of them actually one I think I know what I did wrong the ads one I think I know what I did wrong. But on the Instagram one like, there's no they didn't give me any reason they were just like "suspicious activity".
Pualena 18:36
And they don't have to.
Jono 18:37
Yeah, you know my Facebook personal account. You know, I had all my friends and that on there, you know, they got me for a fake name because I put my nickname on there. You know and they were like, we don't… you got to prove this is you upload your passport with your, with the name your Facebook name on there. My name one day was Jono Jay-Z Petrohilos. I don't have a passport with Jay-Z. So I just had to wear it, you know? So yeah, but I never had a drama because I wanted to deal with a couple. I'll give another tip there as well. Email is always safe. And the Facebook group I like as well. If and even still, a Facebook group could get banned as well. But it's still helping me they're gonna go off topic. But yeah, but the tip I was gonna give there was basically you do have a Facebook group. Also have someone else as an admin there. as well. So even though my personal Facebook got banned, and with your page as well, so like my group was fine, my page was fine. But my personal thing was gone. But, because I had my business partner and a few other people as admins in the group admins on the page. It was, it was fine.
Pualena 19:47
Smart. That is a brilliant tip. I don't think many people have thought of that. Because, yeah, they could shut you down whenever they want to.
Jono 19:55
Yup.
Pualena 19:56
Yeah. Well speaking of Facebook groups, I would love for you to share how people can continue this conversation with you and how to find you and are you accepting new members into your group?
Jono 20:08
Yes, so this points to connect with me is the Course Creator Community Facebook group. I'm mainly a Facebook guy for the reason that Phil said earlier. I just can't be on Pinterest and Instagram and all these. My virtual assistant does them for me. I didn't have a clue what goes on there. I only go on Pinterest to redecorate my apartment or something. But I know I've got some sort of content on there. But me, personally, I just spend all my time in my Facebook group. So of Course Creator Community.
Pualena 20:36
Amazing. You're always dropping a ton of value there. It's such a nurtured community as well. Very supportive. And yeah, I'm excited for people to connect with you. And yeah, let's set up a part two because this conversation there is so much juice here that we just have to squeeze out. So I am just so grateful for you taking the time to chat today and thank you thank you so much for being here.
Jono 21:01
No, thank you for being on, I just got jealous at the last moment though. Is that... is that your beach that I can see? Are you right on the water?
Pualena 21:08
Oh no, that's my backyard. I wish it was the beach.
Jono 21:09
Oh, that's yard. But is that not water there?
Pualena 21:15
It's concrete, yea.
Jono 21:17
Oh okay. You shouldn't have told me, it looks like water.
Pualena 21:24
I should start telling people though, that I have beachfront property.
Jono 21:24
Yea, I'm thinking, is that Hawaii beach, if I just look out there, and see that but.
Pualena 21:27
Yea, I'll do a virtual background outside.
Jono 21:29
Yeah, yeah. Well, it looks nice anyway.
Pualena 21:33
Oh, thank you. Well, we definitely have to make our way to Australia at some point. And yeah, thank you for the work that you do in the world. It's it's really needed and really appreciated.
Jono 21:43
No, thank you for hosting this podcast.
Pualena 21:45
My pleasure. We'll talk soon.
Outro 21:48
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Club House on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five star review and tag us on Instagram @pualena.co for a shout out on the next episode. Be sure to visit pualena.com For more info. Thanks again for listening
Pualena discusses why you need professional photos for your website and marketing, which shots work best for your website and why, as well as a few tips on what not to do. From photo orientation to wardrobe choices to the rule of thirds, you’ll learn everything you need to know to get the most out of your next photo shoot. Plus, she shares why you should bring your friends along and how they can help.
Pua shares her inside knowledge of web design to give you the behind the scenes insight of why your branded photos are so important. She describes which type of shots work best for different areas of your website, including how to take the best headshots, landscape vs. portrait orientation, and when you can get away with using a phone vs. a professional photographer. She also shares advice on when and why you should invest in lifestyle photos to better connect with your ideal clients. After this, you’ll be excited to book your next photo shoot.
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
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Transcript:
Welcome. Welcome to the Course Creators Academy podcast. With digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena: 00:01
Hello, and welcome to the Course Creators Academy podcast. I'm your host Pua, and we are talking all about photos today.
Pualena: 00:13
I have most likely shared on this podcast, how important it is to have high-quality images for your website for your courses for your social media. For your entire digital space, high-quality photos are super crucial. Now, we don't necessarily have to stress as much about this now as we did in the past, because everybody's phone can accommodate and capture higher quality images, then, you know, five or ten years ago, to the point where if we did use an iPhone, or you know, one of the newer Androids, if we used a photo that was taken on the back camera, in great lighting, either really, really good indoor lighting or outside that picture is quite possibly high enough quality to use on a website. However, if the lighting is lower, the phones don't have the capacity to create, to like send... I'm not a photographer, but I believe this has something to do with opening up the... I'm going to say aperture. And that could be totally wrong. But essentially, the lens needs to open to bring in as much light as humanly possible actually, as technically possible. In that situation, phone cameras still don't really cut it, we want to have professional quality photograph images, we want that level of... we want people to feel like you are legitimate, and that they can trust you and that they can trust your business. And if there is a blurry picture, or a picture that has just the quality just is not... it's obvious that it's not high enough, then that becomes problematic for your brand, it becomes problematic for conversion. These are all things that people may or may not actually realize that they're thinking. But it sets a sort of subconscious level of trust that's being deteriorated.
Pualena: 2:34
So, I say that because I encourage all of our clients to seek out a photographer that they vibe with, that they feel comfortable with that they like the work of, and to get a series of branding and maybe even some lifestyle photos taken to provide to your web designer, so that they can build those into your website. It is really, really important these days to see the person behind the brand. Now this, this comes into kind of like a little bit of a fuzzy territory, because what we don't want to be is too polished. So there's, you're like, Okay, so what are you saying? Like you we can't use iPhone photos and candidates, but we have to get a professional photographer, but we don't want it to be too professional. Like I don't understand. You're right. The answer is yes. And yes. So it depends on your brand, right? What does your… this comes down to really understanding what your mission is, who your target audience is, what your brand is, what message you're trying to convey. So, I don't necessarily work with a lot of executives, I don't work with large corporations. My target audience is entrepreneurs, small business owners, course creators, right. So, I'm not going to show up to my photo shoot with a bunch of blazers and pant suits in my car. That's just not the demographic that I'm looking to reach. So, I don't need to look like an executive in my pictures.
Pualena: 4:16
I do need to look professional, right, I'm not going to show up in workout clothes and put that on the front page of my website. Those are valuable photos and they're called lifestyle photos, and you can have your photographer filming you or capturing you doing things that you love that are beyond your work. And those are really valuable for your about page or for your social media. Because it is important that people know that there's a human behind the brand. So, while those need to also be intentional, right? Maybe for me since I, you know, I dance hula. I do jujitsu. I like to do CrossFit. Those are potentially places that I could ask a photographer to go with me to so that we can capture some of the things that I like to do when I'm not working, because people like, you know, they, they're interested in that. If somebody else is into CrossFit, and they want to become my client, they see that I do it. They're like, oh, cool, we have that in common, right? However, what we want to use on your website is a picture that more or less showcases you as somebody who is approachable by your ideal client. So, I'm going to, you know, probably wear some business casual clothing, not necessarily a blazer, but not necessarily clubbing clothes, you get the idea?
Pualena: 5:36
Once you decide on that, so, here's, here's the next step of this. I say,"Hey", do you have any, you know, headshots, or branding photos that you have of yourself that you want to use on your website? And then, you know, maybe they say yes, and they got an amazing photographer, and they have all these great photos. Cool, can you send me any and all of them, because I like to have options. So, here's a quick tip. If I were to go with you, on your branding shoot, I would encourage the photographer to get pictures of you. And I use, when I build websites, 90% of the images I use are in the landscape orientation, longways, I don't have a lot of use for what's called portrait orientation. Or, you know, if you, if you're used to take a picture of your, on your phone, and you don't rotate the phone, that's portrait orientation. So, what we want to do is rotate the phone sideways. And those are really useful, because if you think about it, a website on a desktop is that long orientation. Now, I'm going to get real geeky on you real real quick, if we optimize a website for mobile. So, if we're thinking about users who are looking at your website on a phone, we then are going to be looking at those portrait orientation photos. So, they aren't useless. So, if your photographer gets a little bit of each, that's great. For now, we are going to focus on building out that desktop site just for the sake of this podcast. So, I would encourage them to take pictures of you in a space where the background can be either blurred, or even better, against, like a single-colored wall. And you are, let's say if we break up that screen in threes, this is called the this is this is a way of using the rule of thirds. This is not necessarily the rule of thirds. But if we break-up the screen into sections of three, we want you on 1/3 of the picture and the other 2/3 of the picture are empty. Now, we would like for you to be angled towards the empty space. If we think about it, we're going to use that empty space to put text or to, you know, embed something over it. So, that space is going to be used by something we want to almost make it like you are angled towards that thing that we're going to put there. The text, let's say... a lot of times this is really funny, but I actually do get people who send me pictures where they are on 1/3 of the image. And there is awesome blank space, but they're angled out. So, when you put it... phew! I just knocked my headphones right off. When you put that image on your website, it looks like you're looking away from the thing that you want people to look at. It's, it's again, it plays on your subconscious, but it's a thing. So, those types of pictures are really, really useful. I would just get as many of those as you can. Also, images of you looking directly into the camera are really, really great for headshots. So, make sure that you have some of those with also just, you know, a slightly blurred background or a plain background. A lot of times for things like headshots or, yeah, if you tell a photographer, I need some headshots, what they're going to do is they're going to get real close into you and they're going to maybe even cut off parts of your arms, they might cut off everything below your collarbone, and they're just going to get a true headshot. Typically, when we build websites, we actually use more of you. So, what I do often is I will remove the background from a picture of the client and it looks really weird and it's really difficult to use when, like half the arm is cut off. So, what I'll often ask photographers to do, is to just sort of crop out further than you normally would. Photographers are trained to provide you with a final product, which is great, but what we typically will need to do is sort of do our own cropping to achieve the look that we want. So, the more of your body they can get, the better and then we can crop it down to accommodate what we, what we need it for.
Pualena: 10:15
Now, the title of this episode is why you should bring your friends to your photo shoot. And this is something right, like, you're like, well, I paid for the shoots, are they gonna pay for it also? Or, why do I want my friends in my photo shoot? Here's why. They are going to be working for you that day, your friends are going to be on the job. So, you want them to show up. And you're going to have to be really clear with them. Who is your ideal client, because they're going to have to show up in that persona. Okay. So, for me, if my ideal client is entrepreneurs, small businesses, I want them to show up, again, maybe looking sort of business casual, and not super dressy, but not in there, like run-around, running-errands, run-around-the-house-clothes. Here's why: I get pictures from our clients to use on their website. But what we don't want to do is load up your website with all pictures of just you. Okay, that does not necessarily convert, the people that can get away with that are people that maybe it's a personal brand, right, maybe they are providing a service, that is that they are the brand. In that case, maybe they can get away with that. However, I would plead that they can't actually. And what would be more beneficial, would be to share and use images that have pictures of their ideal clients. Right? This is what we teach this is story brand. So, if we want to truly utilize photos that you have, that you're, that we're taking for you and for your business, for your website, we want to stage some photos of you, looking like you're working with your clients. We want to stage photos of your of your quote-unquote clients living that life that they are seeking, when they seek out your services. Most of the time, people don't have these photos. And so we will go and look for stock images that sort of represent their clients. I highly recommend also, if you do something like consulting, or if you teach live classes, or if you have any speaking engagements to get photos, get professional-quality photos of you in those spaces. Those are going to be so, so, so useful on your website. So, if that means going and finding the event photographer and asking how you can get copies of the event photos when you are speaking. If that means bringing a photographer into your next consultation or lunch-and-learn that you do at someone's office, bringing a photographer to your studio, where you're teaching classes, right, these are all really, really powerful places to get content. And I would do this quarterly if you can, maybe twice a year, and at the very least get new photos taken every year. Because I imagine that your offers evolve that your services may change a little bit. And you're going to change a little bit and we want your photos to reflect who you are and where you are today, right now.
Pualena: 13:44
Okay, so that was a quick episode on images. I am really excited in one of our future episodes to be bringing a photographer on and interviewing them about, you know, some of the details of how do you prepare for a photo shoot? What are some things that, from a photographer's perspective, how could you set this day up for success? What tips might they have for you because you know you could be anywhere in the world listening to this and you may not have access to the list of photographers that we have that we work with here. But if you have a talented and experienced photographer in your area that you want to work with or that you've worked with before, and you can share some of these notes with them, you are going to walk away with so so so many useful images and things that you can use not just for your website but again for your courses, for your social media, and for so many other things in your business.
Pualena: 14:47
All right. I would love to hear how you are applying these tips to your business. Feel free to reach out on all the platforms we are @pualena.co on Instagram we are, go to pualena.com to drop us a note on our website, I cannot wait to hear from you and keep crushing. Talk to you soon!
Pualena welcomes guest Emily Gleason, copywriter extraordinaire, to the show to share her copywriting secrets for online businesses. They discuss how to write killer bios, streamlining content for online courses, and the mysteries of keywords and SEO. Everything you need to know for your website.
Emily Gleason, online as M the Writer, explains how her love of connecting with people and telling their stories is the ‘why’ behind her business. Copywriting, for Emily, begins with interviewing people and hearing all about their lives and work. Emily notes that writing good copy involves learning how to speak to your clients, your audience, in the language that draws them in. She dissects the contents of a good bio for Pua and explains how to put it together. And they explore the importance of SEO with some inside tips from Emily. Don’t miss learning the secrets of copy and why writing is such a valuable form of expression from Emily.
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About Emily Gleason:
As a writer, I harness the power of words to connect people. There is incredible power in our stories, in our words. They inspire. They bring hope. They save lives. They influence big decisions. I believe that our stories are the most valuable thing we have as human beings.
Since I began writing for a living, I have interviewed many people and listened to countless stories. I have written for people from all walks of life —- artists, accountants, farmers, business coaches, e-commerce entrepreneurs, fashion designers, estheticians, personal trainers, yogis,
I have received professional training for writing and editing through Copy Hackers Copy School, the Editorial Freelancers Association, and I have taken numerous writing classes and workshops, including with author Marion Roach Smith and Beth Bornstein Dunnington. I have a BA in Environmental Studies and Certificate in Writing from Temple University.
Resources discussed in this episode:
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
Emily Gleason - Writer: website | instagram | linkedin
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Transcript
Welcome. Welcome to the Course Creators Academy podcast. With digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 00:29
Hi, Emily, thank you so much for joining us today.
Emily Gleason 00:34
Yeah, thanks. It's great to be here.
Pualena 00:36
Yay! I'm so excited to talk to you. I have been waiting for this interview for so long. And I'm just so stoked and pumped to share your message and your story with our audience. So I'm so grateful that you're here. And on that note, I would love for you to share who you are and what you do and sort of how you got to this place that you're in and what journey brought you to where you are today?
Emily Gleason 01:04
Sure. Yeah. Thank you. Yeah, so I'm, my name is Emily Gleason. And I have a company called Em the Writer. And I'm a copywriter and content writer. And I'm based on the Big Island in Kona. And I've been here since 2013. And I started my business in 2016 and it's been a real adventure since then. I've gotten to connect with a lot of different inspiring entrepreneurs, like yourself, and help them tell their stories. And I've worked with people in all different industries. And I get to learn a lot in the process, which is always really fun. You know, I've worked with tomato farmers, I've worked with accountants, artists, you know, real estate brokerages, business coaches, just this week, earlier this week, I went down and toured this 16 acre avocado farm, who I'm working with right now to write about their products. So I love where it takes me and the people that I get to meet. And everyone always has a really interesting story about how they got started in their business. And I love just helping them, you know, an entrepreneur or business owner is really busy and they're an expert in what they do. But a lot of times they have trouble articulating their story and what exactly makes their product or service exceptional. And so that's kind of where I come in, and I love to help. So that's kind of it in a nutshell.
Pualena 02:50
Oh, my God, that's so huge. I feel like as soon as anybody hears 'I'm a copywriter' you're gonna get a bajillion emails, because everybody, that's something that we all, we struggle with it. And I think it's a source of just like a lack of confidence. I feel like a lot of people aren't confident in their writing. And as you said, like their ability to showcase their strengths and really share in a way that compels their readers, their clients, their audiences, to take action. And it I'd love for you to dive into - you said a few times helping people to tell their story, and that's huge. And I think, so when I'm designing websites for people, a lot of times they'll give me copy, and what I notice is the tendency is to just laundry list all the things that you do, and all the great benefits, and how much love you put into this product and service all that which is great. But there's no story, there's no sort of, like, strategy, or I don't really know how to describe it, but something's missing. And I think you do such a beautiful job of a) asking awesome questions, and b) crafting stories around what people do and the services that they offer that really creates that spark when you read it.
Emily Gleason 04:23
Yeah. Awesome. Thanks. Yeah, thanks for noticing that. So I think my process, I guess, or what I do to have a good outcome with the copy is it always starts with an interview. It always starts with getting information about who is their ideal client or customer or target audience, what are their demographics, and what are their psychographics, where are they sort of on the spectrum of awareness of their brand? You know, is it someone that has no idea who they are, or has some idea, because that really, when you're writing, it's really important to write with that person in mind, and speak their language. So - and, you know, there's like copywriter gurus out there, you know, that talk a lot about particularly, I mean, there's so many different niches but particularly I know for like e-commerce, it's sort of a trick of the trade to go in and, like, pull out language from customer reviews, or even to really survey your customers to find out where their head's at and use that language in your copy. You know, but not everybody, not every business is, you know, in a position to do that. So I think you can also just really start with the basics. So that's, you know, crafting a clear idea of who you're writing for, really understanding, you know, what your product or service is, what makes it special or unique, and less is more, and simple is really good. You know, instead of just focusing on one or two things that really highlight the benefit that it gives to your customer or client, you know, one or two things that really make it stand out or make it different from your competitors, that's the way to go. And especially now that people are on mobile devices, most people are looking at your site on a mobile device, being really mindful of the length of your content. You know, I like to use the analogy of traveling light, so when you're packing for a trip, you want to bring all this stuff, but your trip, it's basically going to suck to be like schlepping all this stuff around. And so it's sort of the same with copy. And a lot of what I do as a writer is kind of cutting stuff out and taking stuff out. And then the one other - and I actually do have a blog post that I wrote on this, The Three C's of Great Copy, and I can share that in the chat where it kind of breaks this down further.
Pualena 07:26
Yeah, that's, I love your Three C's. It's so good.
Emily Gleason 07:31
Awesome.
Pualena 07:34
Do you you ever get, like, pushback from people when you are like, I'm gonna have to cut this out of your copy? It's too much.
Emily Gleason 07:42
Sometimes. I mean, I think sometimes I've had people do that. Mostly, though, people are pretty trusting.
Pualena 07:53
They're like, you're the expert. And yeah,
Emily Gleason 07:55
They just don't want to have to deal with it because it's too overwhelming for them. And I think that's important in if you're looking to hire a copywriter, I think you'll have the most enjoyable experience if you are kind of in a place where you want to let someone take it and run with it. And sort of turn it over and trust the process.
Pualena 08:24
It's like having someone come in and clean your house, and you're like, oh, but don't put that there. And they're like, let me do my thing. Yeah, totally awesome. Sorry. I didn't mean to interrupt.
Emily Gleason 08:34
Yeah. Oh, no worries. Yeah. And another thing is, you know, I think a way to really capture the reader's attention, I think it's nice to speak in a conversational tone, and speak directly to the reader in your language, and ask questions, you know, use emotional language. And you can look up, there's so much out there, like, information out there on the internet, you know, or you can look up like, sort of emotional buzzwords, like if you're looking to evoke a particular feeling in your reader. There's a lot of great resources out there.
Pualena 09:22
Awesome. Gosh, and I feel like this advice is so... we put a lot of pressure on ourselves to create amazing copy. And I think there's a lot of messaging out there where it's like, does your copy convert? And you're like, I don't know what that means, but maybe. And really, it's, as you said, it's just about keeping it simple. And something that you shared in the Course Creator Summit that we had a couple months ago, I loved what you shared about listing benefits versus listing features. So I was wondering if you could talk a little bit about that because that to me was like one of the most mind blowing things. I'd never heard it described that way. And it really shifted the way I think about everything that I write from then on, you know?
Emily Gleason 10:12
Oh, awesome. Yeah, the way I think about it is a feature is like, you know, say I have a swimwear brand or something, right? And so features would be like, what is the material that my bikini's made of? You know, where is it made? What's the price? What are the different styles that I have? You know, whereas - sorry, I feel like this is a really weird and strange example - but the benefits would be, you know, how does this product that I'm selling, change your life for the better, or positively impact your life? So maybe it's like a surf bikini, you know, I like to surf and get on the water, it's just out there this morning. And it's, like, so hard to find anything as a woman that is comfortable, it looks good, and it also like stays on while you're surfing. And, so like, you know, in my my dream surf bikini brand, you know, the benefits would be, like, you feel like a surfing goddess when you're wearing this and, you know, you're able to surf better, because you're not worried about it coming off, or you're comfortable so you can focus on having fun in the water. And so that's, I guess that's how I would describe it.
Pualena 11:41
Yeah.
Emily Gleason 11:42
Does that make sense?
Pualena 11:44
Completely. And I love that. And I think it's so important. When we create, when we create a service or a product, it's the features that we built that, you know, and so we're proud of it. But it's not necessarily something that someone else who's looking to purchase that cares about, at least not upfront, right? And there's a place, like, if you are buying a swimsuit, you may at some point want to know what it's made of, and there's like a section for that. But having that be the front facing copy, may not, you know, I think that there's a little bit of buyer psychology that goes into writing copy that we, as non experts, may not fully understand. And I find that it's, it's difficult for me, and I notice it's difficult for our clients, to see their business from an outsider's perspective. We're just too close to it. You know, so I think having a copywriter and somebody who can come in, ask questions, hear your story, and see things from the outside, is so powerful.
Emily Gleason 12:54
Absolutely. Yeah, it really helps to have that outsider perspective, you know, and it really does, because it is hard to see it up close. And I get that, I get help with that with my business, you know, with, like, I work with a business coach, and it's really helpful for me to have that outside perspective as well.
Pualena 13:16
Totally. But yeah, I noticed, especially with bios, people have a really hard time sitting down and writing their bio. It's a big sticking point for people. Do you help people with writing bios? And what sort of advice would you have for somebody who's trying to craft messaging around themselves and their story?
Emily Gleason 13:37
Yeah, I do write bios. And that's one of my favorite things to work on. Because it's just so fun to get to hear people's backstory. I also have a post, a blog post I wrote a while ago, on how to write a killer professional bio. So I could share that in the chat as well. I walk through, in that post, I walk through sort of the process that I go through. So if you were gonna write it for yourself, the best way to start, I think, is to just kind of do a brainstorm or mind dump. Think about your life in terms of different categories. So maybe, like, what do you like to do for fun? Kinda like the personal side of things. You know? Do you have family, do you have pets, where are you based, do you like to surf, do you like to hike? And like, I think what's interesting is to be specific. So you know, if you'd like to hike, like what's your favorite trail or something, you know, or if you like to travel, like where's on your bucket list? So specific is really good. Then move on to maybe the education side of your life, what education or trainings have you completed that are relevant to your business? How about community involvement? You know, do you volunteer anywhere? Are you involved, are you on the board of any nonprofits, or, you know, how are you involved in your community? So at this point, you're just kind of jotting down. And you know, it's really great is use sticky notes, because you can kind of, like, jot down on a separate one or separate colored one, you know, for each category.
Pualena 13:38
I love that.
Emily Gleason 13:57
Yeah, it's something my, one of my business mentors, she's all about that, she uses those for goals. So and then you might move on to your business or career. So, you know, jotting down some information about when did you start, what inspired you to start, you know, your position at the company or business, you know, maybe if you have a mission for your business, maybe writing that down. So, you know, and then you can kind of if any other categories come to mind, but those are kind of the main ones, you know, work or business, education, community, and personal life. So from there, you can kind of look at everything that you have, and then start to piece it together and say, okay, you know, what, from this information, makes sense to include in my bio, and what may not be relevant? And I think it really depends on where your bio is going to live, you know, what the intention is for it. Like, if it's for social media, if it's for your website about page, or if it's for, like, you know, a conference that you're speaking at, or something like that, you want to maybe tailor it to that particular outlet. Usually, it's around, I think a good length bio is around 300 words, if you're writing for a website. Anything beyond that, I think it just gets way too long. If it's for social media, you usually want it to be maybe a little bit shorter. And I think it's really important to include your why. And that's kind of a whole other can of worms. But what do you love? And usually how I get this, tease this out from a client when I'm interviewing them is like, I'll be like, what do you love most about what you do? You know, what made you go in this direction? If you're not sure, like, sometimes it can be helpful to sort of dig back, you know, into the past a bit. Because people will say, like, a generic answer to that, like, a surface answer will be like, well, I want to help people. But it's like, okay, well, you don't want to just put that in your bio, so why do you want to, you know, what are the emotions? What is the emotional connection? What do you get out of doing that? And why, you know, and sort of digging deeper. So for me, for example, like my why as a writer, is it's all about connection, it's an opportunity for me to get to connect with people on this really authentic level by when they share their stories with me. And then I help connect with their people, by helping them tell their story in this very authentic way that makes people want to reach out to them, want to learn more about them. And that should really be the whole goal of your bio, is to make someone be like, oh, I want to have a cup of coffee with this person, you know, I want to work with them. I want to learn more. So that's like a very long winded answer. But I kind of break down the process more on that post.
Pualena 18:57
Yeah, if you want to email it to me later. Any resource that you want to share, that'll be awesome.
Emily Gleason 19:03
Okay. I'll do that.
Pualena 19:04
Yeah. And you have an amazing blog.
Emily Gleason 19:06
Oh, thanks. It's like I haven't updated it since, I'm like behind on it. I'm always writing for other people. But I had to put up our interview I did with you still.
Pualena 19:19
Yeah, no rush. I get it. My website's always the last one to get updated. Awesome. So a question that I often get about bios is should I write it in third person or first person? What are your thoughts?
Emily Gleason 19:34
Yeah it's a good question. I think it depends on the sort of tone and mood, like of, say, your website or what it is, what your business is or what your career is. I'm more in favor, I really like the more personal first person written bios, but I think, for instance, like I have a client that's, you know, in the financial sector, he's an accountant. And so I wrote all the bios for his team. And I wrote those for them in the third person, because that industry is very formal, you know. So, you know, other industries that might sort of skew that way might be real estate, or, I don't know, like probably in the medical field, you know, maybe like a doctor. But I think it really depends, like, on the personality of the person too, because you might have, you know, a doctor that's got a really gregarious personality, and it would be true to them to write it in a more fun conversational way. So I think just sort of understanding what the personality is of the business owner and of the business and what the kind of professional, the level of formality in their industry, is how I would gauge that.
Pualena 21:09
Ah, that's such a good answer. Because I feel like there's a lot of advice out there one way or another. And that's the beauty of working with an expert, somebody who can come in, and you take so much intentional time to really learn, like, the culture behind the business. And the person, you know, as you said, like, the industry could be the medical field, but the person, the actual doctor, has such a personality that would make more sense to write it in first person. And, yeah, I love that answer. Thank you.
Emily Gleason 21:43
Yeah, and one more thing I just thought of when you were talking is that, you know, I think a lot of people think about their web copy as something that is like gonna stand the test of time, and it's gonna be on my website for years, and okay, that's done, you know. But it really isn't like that at all. It's a living, breathing thing and you do want to update it and refresh it, you know, periodically, a few times a year, ideally. And so you can test stuff out. You know, you can write two different versions for your about page, you can write one that's in the first person or the third person. And depending on how your site is set up, you know, if you have like a call to action on that page where you're asking people to opt in, or do something, you could test out, you know, one version of the copy for a couple months, and then you could switch it. And then if you have Google Analytics set up on your website, you could look at how people are responding to the page, or if the page is converting, if it has an effect on it or not. That's something you can totally do, and it's easy to switch, rewrite something from first to third person.
Pualena 22:55
Totally what a good idea. I feel like that, I can just see, like, the perfect avatar for this conversation is right now signing up for Google Analytics, and they're gonna, like, get really obsessed with it. I think I love, in the online space we call that A B testing, right? And it's, like, it's exactly what it sounds like, you're testing version A, and then you're testing version B. And that is such, the change can be very subtle, right? You can change the copy, you can change an image, you can change the layout, and it can change the entire user experience. No pressure, like I don't want to freak people out. But it's really fun. And I think what you do is you allow people the the space to experiment, instead of being like, I'm a copywriter, and this is how it's done. And that's what I think you do so well is you have such a, you have frameworks, you have expertise, you have knowledge, and you also have a really flexible air about you where, you know, it's you know that you're writing words around somebody's baby, right, like their business is their baby. And so I just love your approach. I love the way that you allow people to just ease into and be who they are as they explore this world of having their copy written for them. It's, really refreshing in this world of there's a lot of outsourcing services, and now there's a lot of AI - Artificial Intelligence - for copywriting. And I'm like, oh, way to, like, remove any sort of human, feeling emotional ties to the writing that's on all of your digital spaces. And that makes me... I'm sure people that use it find value from it, but to me that feels very, you're like sterilizing your business, your website and your social media and wherever you have your copy. And so I want to thank you for being a human who cares, and is really weaving that into the work that you do with your clients.
Emily Gleason 25:12
Yeah, no, that's so... I know, I like still haven't really tried any of that. I guess I should, like, check it out just to see kind of who these robots are and see what I'm up against. But yeah, I mean, I think it's, like, there's plenty of space for everyone to play, you know. I'm sure that would work for some people. And for other people, it may not work. And there's room for for everybody, I think.
Pualena 25:39
Absolutely. And I think I come at it from a biased perspective, because our ideal clients are, you know, solo entrepreneurs or small businesses who have so much heart woven into what they do. And so to me, like, obviously, having a human feels like a better fit than AI. But you're right, I think there's something for everyone and finding the right fit for your business is really crucial. So I'm really excited to sort of shift the conversation to creating an experience around a course or a program or an offer. I'm going to rephrase that. So people who offer online courses are often experts in their field. And it can be really challenging to see from an outsider's perspective, or your ideal clients' eyes, where they don't know what you know, but you have sort of lost sight of what you know and what you don't know, you know? And it's like, using language that's natural for you, but not natural for your clients. And really dialing down your curriculum to feel like it makes sense from a beginner's perspective. Do you have any advice or any sort of exercises that you guide your clients through when it comes to creating copy or curriculum that needs to be internalized by someone that's more of a beginner who's just like learning the process or learning the industry?
Emily Gleason 27:14
Yeah, that's a good question. And I feel like that happens to me a lot. Like whenever I get asked to come on, and, like, share, or give a talk or whatever. I'm like, you know, because it's stuff that you draw on all the time and you know so well, you kind of forget that other people don't know it, and then you're like, do I even have anything to say that's, like, going to be new information to these people? You know, I don't know. And then oftentimes, I think what happens is, you're, none of it's familiar to people and it's an overwhelming amount of information. And so, yeah, I think what I would recommend is starting with that brainstorm, like I was saying, where you just kind of do a mind dump. And then you kind of start to cut stuff away. Right? I think to approach it from the standpoint of, like, basics and making things easy for people to remember, one of my, like, mentors shared with me that breaking things down into threes, like three steps, is really easy for people to remember. And putting, like, the thing that you want them to remember most as the last thing can help it be most memorable. I think repetition and what I really like to do also is give people a chance to, because everyone's a different learning style, too, so I think if you can give people kind of a little mini opportunity to practice something that you just taught them, when it's applied to what I teach, like, with the writing, giving people an opportunity to like, do a little mini writing exercise on something that I just taught, you know, on one principle of good copywriting that I just taught. Which I kind of did at your Summit. So having some kind of interactive component is helpful. Because then I think otherwise people kind of glaze over, you know, if it's just a lecture, and they're just being hit with all this information.
Pualena 29:33
That's huge. I think that's one of the most impactful ways to learn. And I see this with online courses. I see this with summits or conferences where you're just like, it's like a fire hose and you're just getting awesome information. Like it's so valuable. It's so great. But then what right? Like if you don't put it into practice right away or take little bite sized chunks and create habits around that, like, you may never even implement it because it feels very overwhelming. So I love that you did that at the summit. I love that that's something that you infuse into what you do. It's really huge.
Emily Gleason 30:15
Yeah. And I think there's another thing that's kind of like a principle for copywriters, one of the really awesome copywriters that I follow is Joanna Wiebe, and I've like taken some of her education to kind of help me grow and expand in my business. And one thing that she talks a lot about too, is the power of one. And so it's like, one idea, you know, one concept, one idea that you're trying to get across, and so that goes back to keeping it simple.
Pualena 30:47
That's huge. I think that is probably every course or content creators greatest challenge. And that's the thing too, like, if you're creating a course you not only know something that you want to teach, but you feel excited to share your knowledge. And we have so much to share that it's really challenging to figure out, you know, what are those three steps? What is the one thing, right? Setting time aside to really figure out what that is can be so huge.
Emily Gleason 31:21
And you just got to, you know, you just got to brainstorm it all out. And then sort of sift through what you find. Because oftentimes, like, I'll even start writing a blog post or something on something, and then I'll have to, like, narrow the focus and narrow the focus and narrow the focus. And I'll be like, oh, okay, so this is that like, niche down niche down niche down, you know? And especially when it comes to like, you are writing a blog or something on a topic for your site, the more niche it is, the better it is to get found in search results, if you're using your keywords and your keyword research correctly. And the better it is for you, because you just took one topic and like split it up into, you know, ten topics, or like, I mean, that's applied to courses, too. So, you know, you just took one lesson, and now you have, you split it up into ten lessons, you know. And the course, I've noticed people that have very successful online courses, the length, like if you're doing video courses, the length is super short, you know, of each video, it's like two to three minutes.
Pualena 32:37
Totally, totally. I mean, I have a huge problem with this. I was listening to the second podcast episode. It's, I talk about like, 100 different things. And it's all really valuable, hopefully. But it's so much that even me listening to it, I'm like, what are people supposed to do with this? Like, this is too much. And we are so, our attention spans are so short. And even if you've invested in something, it's not like, you know, we're going to take free content, and we might implement something that we really, really want to figure out. But I think a lot of misconception comes from, oh, but they paid for this so they'll watch something longer or, and it's really not about the investment. It's about, as you said, teaching the information, internalizing the information, and then putting it into practice. Again, and again, and again. And the best way to do that is to chunk it down. And I love what you said, like if you're sitting there and you're like, 'Oh, my God, that's me. I write way too much. I put like, I teach everything I can in one sitting, you now have five or ten lessons or blog posts or podcasts episodes in the one that you sat down to create. So it's really, it's not a bad thing at all. It's just a matter of like--
Emily Gleason 34:04
-- Yeah, it's just a matter of sort of sorting and selecting, I think, and organizing. It's a lot of... sometimes I feel like what I do as a writer is almost like puzzle-like, you know, it's like figuring out what fits where and what doesn't even belong here at all.
Pualena 34:24
Like that goes to a different box. Yeah. Oh, that's so awesome. I'm like, I feel like I have a million - and like I was thinking too when we were talking about language and really figuring out what do your clients know or don't know? And how do we approach each subject from that space? And you said something almost in passing about 15 minutes ago, and I wanted to bring it back. Was either polling your audience, or I think in the summit you talked about going to Amazon and reading Amazon reviews - that was you, right?
Emily Gleason 35:02
Yeah.
Pualena 35:03
Yeah. And just finding where your clients are? Do you have anything to share on that process? Because I think a lot of people may just be starting out, or they don't feel like they have a pool to draw from.
Emily Gleason 35:18
Yeah, I think, like, if you don't have an existing list or pool of clients that you can survey, I think you can look at other businesses that are similar to yours, or doing what you want to be doing. And then read their reviews, or look at what their customers are saying about them. And I think, I mean, that's, it's a lot easier to do for a product based business than it is for service. But I guess, you know, for a service based business, depending on what it is, you know, you could go and look at people's Google reviews or Yelp reviews, things like that, to see what, you know, what do people like? What do people not like? What kind of language are they are they using? I personally like have not done a lot of surveying on behalf of my clients. I actually don't, not yet I haven't really worked heavily, like in e-commerce, where I feel like that's more of like a standard practice. But there are a lot of tools I could send you, I have been taking some education where I've been learning more about the surveying process. And there are a lot of tools out there designed to help people survey their audience, because it's becoming such a big thing. So I could send you some of those links. There's a few different companies out there that have like, a lot of them have like a free version, and then there's like a paid version with more intensive analytics. I'd be happy to share that with you.
Pualena 37:01
Yeah, for sure. I would love to see that. I didn't know that those platforms existed. But I think that's huge, like people, just in general, even copy, even the word copy. I've had clients, and I'm like, well send me the copy for this page. And they're like, what's copy? And it's, you know, I just assume that that's a common phrase, and it's not, and it's not their fault at all. So it's a matter of like, if you were to read reviews, I'm just thinking like, in your industry, I can imagine people will say things like, Emily helped me to write the content for my website. So swapping out the word copy for content, may be more widely understandable, or it's sometimes very small. But I think it can make a huge difference when people are searching for it, right? Because that's what we're all doing. We're solving problems. And so if somebody has a challenge or an issue or a need, what are they Googling, right? They might not be Googling, 'How do I make my SEO great?' They are probably Googling, 'How do I show up on Google searches?' Right? It's just sort of boiling it down to what people are really struggling with and how they're searching for support.
Emily Gleason 38:18
Yeah, absolutely. And there's a great tool - if business owners want to sort of dip their toe in the water in terms of researching SEO keywords and phrases for their business - there's Ubersuggest. So you can do I forget how many free searches you can do. But you can do a couple of free searches. And then it will show you the analytics for like, a certain keyword or phrase. It'll show you like, you know what the competition is, what the cost per click, like, what that costs for people that are paying to advertise. And it'll show you how popular it is. And it will also show you different variations or suggestions on that keyword or key phrase with all those same numbers so you can kind of compare. So that's if you want to just sort of take a peek at that. I think it's like fairly easy to use, because I think what happens a lot is that people just assume what their audience is searching for. And it may actually not be really what they're searching for. And then you can use those keywords and key phrases on on the page, which is in your actual website cop on the homepage on your services page. And then you can also use it on the backend of your website where there's fields to input SEO language.
Pualena 39:56
That's a big one. SEO by the way, I don't know if we said it out loud, is Search Engine Optimization. And that is like, I find SEO to be the world's biggest website mystery, like everybody knows they need it. Everybody knows that it's a thing. Well, I mean, I shouldn't say that. But people that are aware of SEO, even just at a very basic level, it's important, right? We want to be able to show up on search engines, or else why would we have a website? Right? And yet, it's a big mystery about how does it work? What do you need to improve your SEO? And so do you have any, I have sort of my party line that I tell people for that, but I'm curious what your advice might be?
Emily Gleason 40:48
Well, one thing that was - I don't claim to be like an SEO expert, but I do know people that are very knowledgeable and specialize only in that - and some of the things that they've shared with me, which have been very helpful, is a major one is like, if you can tie a geographic area to your product or service, that is immensely helpful. Because like, okay, let's take the bikini brand example from earlier. Like, if I'm searching for bikini brands that are good for surfing or something, not searching, like in any particular area, like it's going to be, you're gonna get all these results from companies all over and most likely you're gonna get the biggest companies, you know, that are going to show up. But if I were to search for a company that is based here where I live in Kailua Kona, you know, they had optimized their website to include, you know, bikini surf brand, and also Kailua Kona, Hawaii and Kona, Hawaii or like Made in Hawaii. And I was looking for something that was near me, it would be more likely that they would come up in the search results. And that may not be the best - because the thing is like, not every business these days, has like a brick and mortar location, or like a set geographic location. But I think if you can, to some extent, sort of tie yourself to that. Like, for instance, on my website, I noticed a difference after I added a map, like a Google map, with my location on my site. And also to add some copy about being like a Hawaii copywriter, Hawaii content writer, by a guy who specializes in that. And after I've made those changes, I noticed afterwards that I've been getting more sort of cold outreaches from the internet, like people have been finding me. So even even though I don't only work with people in Hawaii, I think it can be advantageous to use a geographic, like a specific place in your sales with whatever your products and services are.
Pualena 43:21
And are you getting cold traffic from other people who are in Hawaii? Or do you think just having that anchor is boosting your SEO across the board?
Emily Gleason 43:31
I think it just, I think it's people that are searching for like copywriter, content writer in Hawaii, and I think I'm coming up in results for that. And it's not, and then also it really depends, if you even want, like, because there's some people that they don't really care about having their website rank in search engine results. Like for me, I don't really actually care that much. Because most of my business comes from referrals. And like the thing when you're getting found cold on the internet, is you're going to be wading through like a lot of crap, basically, you know. So it's, I think it just depends what your business is and what kind of, what you're really looking to attract. Because that is the thing with being found cold online, is that you're going to get people that you don't know, they're strangers. So that comes with a whole other thing. So it's, if you're trying to just sell, you know, a product or something that might be okay, but for me where I have like a very specialized kind of higher end service, a lot of times it's going to be people that are just going to try to like lowball me on the price and, you know, they're not really going to be a good fit. I kind of did it on my site, just sort of as an experiment, just to see.
Pualena 45:03
Yeah, that's super interesting. I have, like I say where I'm from in the bio on my website. Most of my clients are somewhere on the mainland or even like overseas. But I am curious what would happen if I took that off? And what I think is really unique, I'm sure it's not just like a Hawaii thing, but I find that we sort of want to support local, and I think this is true everywhere, right? Like, you find somebody who is in the same state as you and you're a little bit extra excited to work with them. So it's, you know, and we're, like, so lucky we have the honor and privilege to live in such a beautiful place where it's cool to talk about it, and it can't hurt. So I am curious, I'll never take it off, like I love that it's there, but I'm curious like, what is that doing for my SEO? It's so interesting. I never thought about that.
Emily Gleason 46:11
Yeah, I think if you have, if you just have it sort of in one place on your site, it's probably not doing much. But if you have it woven throughout the content of your site, and you have like a map with like a Hawaii address, and you also have it in the back end area of your site, then it would more likely have an effect. But if it's just mentioned once in your bio, or something, it's probably not going to really have an effect on someone searching for like, Hawaii web designer or Oahu web designer.
Pualena 46:53
Yeah. Because that stuff we populate in the backend I know is,it's really, it has a pretty big effect. And the platform that we use is Kajabi. And we're only, every page has a backend SEO. So the website as a whole, we're able to put just like, I think it's either 200 or 500 characters, I can't remember, it's really short, like we're really limited, which I think forces us to be really intentional and find those keywords that are really, really impactful. But I've never heard the advice about a geographic location and so that's not something that we've ever woven into that. But now that I know, I'm really excited to, you know, if it makes sense for the client, to start doing that. So thank you.
Emily Gleason 47:41
Yeah, yeah, it really helped a client of mine that was like an esthetician here in Kona. And we worked it into all of her, like all the copy on her services page, like multiple pages on her site, and that really helped her get found. And that's one more tip I'll share that was shared with me, is that you're - and I sitll need to do this on my site, myself, I've got to follow my own advice - but if you have a services page on your website, and you just have all your products or services just listed on one page, it's better for the SEO if you make an individual page for each product or service. Because then if people are, people aren't searching for your whole menu of services, they're searching for individual services. So like mine, for instance, you know, like bio writing, copywriting for a bio, or copywriting for a website or, you know, copywriting for a blog, I could make individual pages for each of those services so that it would be more likely to show up in results when people are searching for that specific term. If that makes sense.
Pualena 48:54
Totally, yeah. Oh my gosh. Okay, I feel like we could geek out forever.
Emily Gleason 48:55
Totally, go down the rabbit hole.
Pualena 48:55
Yeah, totally. Because I think this is huge. And I love that you're sharing this a) so it makes me feel like less crazy when I share with my clients and I'm like, we're gonna do a page for everything that you offer. And they're like, 'Well, why do I need to do that?' So thank you for sharing that. And so the process that we've gone through, because I love that, and I agree, and it's like night and day, and the thing that I've been starting to really teach more about is user experience and really seeing your digital spaces as a physical space, right? And how do we want people to navigate this and go through it and sort of walk around your shop and browse. And maybe there's a room that's specific to this one service and then there's a room that's specific to the other service. And what we typically will do is have a services page that has just a little bit about each thing, and then links out to the full page with everything that people might want to know before they buy. And so when you're crafting copy for this type of user experience, do you start with the sort of bigger... Where do you start? And what sort of questions do you ask to tease the right information out about crafting a services page? Versus like, a little snippet? What is the most important thing for a service, overall services page, where you're just giving a little taste? What would you recommend that people share on just like a few sentences there to get them to take the action to get to the overall services page? Big question, sorry.
Emily Gleason 50:53
Yeah, no, that's a good question. And usually what I do is, I write the long version first, before, and then I pull the snippet from the long version. And really what I think what you really want to make sure to include is like, basically, the main benefits, and sort of the key feature just so people know what it is, you know? And I think the snippet really shouldn't be longer than a sentence or two. So yeah, and then in the longer version, you can get more into all the features, and maybe more benefits, and maybe even talk about their pain points. Like, have you been struggling with this or something along those lines.
Pualena 51:51
Beautiful. I love that.
Emily Gleason 51:53
And even like, sometimes it can be great to include, like, testimonials too, from people that have used the product or service, speaking to how it's positively impacted their business or their life.
Pualena 52:06
For sure. That's a huge one. Oh, my goodness, we could literally talk forever, I have 4000 more questions that I want to ask you. And I feel like people are gonna like... let's follow our own advice and we'll have you on again. Implement this, and then we'll do 2.0. We do you want to make sure we have time to talk about the workshops that you have coming up.
Emily Gleason 52:31
Yeah, and this is kind of like switching gears a little bit. Because one of my other hats that I wear is I'm a creative writer, and in the pandemic I started this workshop, it's called the Word Power Writers Workshop. And it's all geared toward writing personal stories. And so it's, you know, what I do as a copywriter is sort of weave people's personal stories into the stories of their business. I wanted, I was trying to write my story. And, you know, after I was really getting this hit, like, I've spent six years writing all these stories of everyone else, it's time to write my story. But I wanted some community and support and some other writers to like write with. And I wanted to create a space that felt safe for people to practice writing and sharing your story, because it's scary. Writing is like a very vulnerable and courageous act, I think. And, you know, I can't even count how many people have told me over the years of me writing, you know, for my business, how they have always wanted to be a writer, or they have this book project, or this thing that they, you know, have started and never finished, or they always wanted to do but they just never prioritized it, or feel like they aren't a good enough writer or yada, yada, yada. And, like people have a lot of hang ups. And I was like, wow, this is really like, I just, I want to be a writer that uplifts and inspires other writers, you know? Because I think it's like, it doesn't really matter about your technical skill. Like, there's so much tools out there to help you, you know, edit and refine your grammar and polish it later. I think really what's important is your story. And so that's what this workshop grew out of, so I can share in the chat. We have some different sessions coming up. The next one is Wednesday, February 16 in the morning, and then the following ones are on the first Saturday of the month. So the next one would be Saturday, March 5, starting at 9am Hawaii time, but yeah, if there's anyone, there's kind of no rules. So, you know, if you wanted to come on, you know, some of your clients and people in your network hear this and maybe they are working on telling the story of their business or trying to write copy for their business, they could certainly come on and use it as a space to do that. It's just like a really nice supportive space, and we don't, you know, criticize or critique each other at all. So it's a good way to just show up and sort of have some accountability to like, put the time in, because that can kind of be the hardest thing, you know, is to just sit down and write for an hour.
Pualena 55:33
Totally, I love that. Is it something that you're going to do on the first Saturday of every month for the foreseeable future?
Emily Gleason 55:40
Um, for right now, it's like scheduled out for the next few months, like till the summer, and I may add some more dates. I've been doing it for two years, but I'm still sort of feeling out, like, what are the best days and times for people to come? So I get some people on the mainland too. But for right now, it's set for at least the first Saturday of every month, beginning in March, like March through June. And I may add additional dates.
Pualena 56:11
Awesome, awesome, I love that. I am so supportive of any initiative that just helps people to overcome whatever is blocking them from sharing their story with the world. Like that, to me, like that's, I love having people on this podcast, because I feel like that's part of my mission here is giving people space to share their story. And there's a lot of sort of fears or just lack of confidence in specific areas. Oh I don't want to come on your podcast because I'm not a very good speaker. And like, 'Oh, do you, like, do you have coffee with friends?' Like, it's just a conversation. And so I love that you're doing that in such a safe space. Because that's really what people need to just build that confidence.
Emily Gleason 56:59
Yeah, absolutely. And I also supply prompts. So if you don't know, like, you could show up and be like, I have no idea what to write about. And you could use one of my prompts to kind of get started. Or you can come with a full on idea of what you want to write about and a plan and just use that time for that. So I think it's it's really flexible, and people can use it in a way that serves them best.
Pualena 57:24
That's awesome. Definitely let me know how people can sign up for that, and I'll be sure to share it in the show notes.
Emily Gleason 57:32
Okay, great. Yeah, I've got an event on Eventbrite. So I'll share that with you.
Pualena 57:37
Perfect. Awesome. Well, before we wrap today, is there anything, any closing thoughts, or anything that you just want to share before we close this conversation?
Emily Gleason 57:49
Yeah, I think, you know, maybe the last thing I would say is, a lot of people like ask me, 'How do you find inspiration for writing?' You know, how do you, like, come up with these ideas? Or like, how do you make yourself sit down and do the work and write? I think, regardless of what you're writing about, you know, if you're writing about your business, or you're working on, you know, creative work, or that's actually both creative, but maybe you're, you know, working on a personal story, or it's more business writing, whatever you're writing, it's a creative act. And so it requires, I think, like creativity requires depositing into yourself, and like filling your cup, so that you have something to draw on, something to give. And so really taking good care of yourself and finding a daily routine that brings you joy, that fills you up so that you can then go and sit down and have something to draw on. You know, and it's different for every person, but that, developing that practice for myself, for me, it's like getting up early, having coffee and going to the ocean, you know, for an hour and surfing or body surfing, like that brings me joy and fills my cup. And then I come back and sit at my desk and I have something to draw off of, you know, I have that inspiration. Because if we just keep - it's like a bank account - if we just keep making withdraws and withdraws and withdraws, eventually, there's not going to be anything left to take out. So you have to deposit in. And that's, I think, the most important thing, taking that time for yourself to enjoy.
Pualena 59:42
That is huge, huge advice for writing, for anything that we're doing as we sit on our desks all day long. And sort of just, it's amazing how draining that can be. And just understanding that we're humans and we're like living breathing organisms that need that space and self care. That's such good advice.
Emily Gleason 1:00:10
Yeah, absolutely. So, yeah. And have fun, you know, try to have fun.
Pualena 1:00:17
Totally. I mean, why are we doing this, right? If it's not fun?
Emily Gleason 1:00:22
Yeah, yeah. And I'm happy to answer, if anyone watching this, you know, has follow up questions and wants to reach out, I'd be happy to, you know, have an email exchange or set up a call. So I'll make sure to give you that info as well.
Pualena 1:00:37
Perfect. That was my next question is how can people find you?
Emily Gleason 1:00:41
Yeah, yeah, my - so I'll give you that info - but my website's MtheWriter.com. And all my contact info is on the site.
Pualena 1:00:51
Amazing. Thank you so much for taking the time. I'm so grateful. And yeah, if you guys are interested in copy or just chatting with Emily, she's amazing. Seriously, she's just one of the most incredible humans and definitely reach out and thank you again for taking the time to chat today.
Emily Gleason 1:01:12
Thank you, Pua. Thanks for having me.
1:01:14
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five star review. And tag us on Instagram at Pualena.co for a shout-out on the next episode. And be sure to visit Pualena.com for more info. Thanks again for listening.
Pualena returns with Season Two of the Course Creators Academy podcast. Welcome to all new listeners and welcome back to long-time listeners! She’s missed you. Pualena shares exciting updates from her world before diving into productivity via the Eisenhower Decision Matrix.
Pualena shares highlights from July and August workshops as well as the course creation process coming up in her Facebook group. There’s always so much to learn about creating engaging website content and marketing effectively. It’s all here for you! The topic of today is productivity. Specifically, using a method pioneered by President Dwight Eisenhower that is called the Eisenhower Decision Matrix. Pua gets interactive as she walks you through how to lay out a matrix of your own and which of your tasks belong in which quadrant. She discusses why you’re aiming for 50 to 80% of your tasks to hit “the sweet spot” and assigns some strategy homework to try for streamlining your work week processes. Do not miss this episode!
Resources discussed in this episode:
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Pua Pakele - Pualena Digital Design: website | facebook | instagram | linkedin
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Transcript:
Welcome. Welcome to the Course Creators Academy podcast. With digital design and course creation expert, Pualena. Tune in for strategies on how you can use online courses to grow your business. You'll hear how impact driven entrepreneurs are using online courses to transform lives. Now, let's get started. Here's your host, Pualena.
Pualena 00:29
Hello, and welcome back to the Course Creators Academy podcast. I'm so pumped to be back after quite a long hiatus. I really, really love podcasting and I really missed being here. We're jumping into what I'm going to call, quote, Season Two, with some fresh new energy, incredible interviews, and really, really impactful content and strategies for course creators and web designers and entrepreneurs and business owners. And even if you aren't a course creator, even if you have no interest in web design, if you are an entrepreneur, if you have a small business, or even if you work in a small business, you'll learn strategies and have resources and tools at your fingertips to apply to whatever it is that you're doing. So, of course, our main sort of clientele base is, course creators, but we also serve entrepreneurs of all other industries. And not everybody creates courses. And I totally understand that. And I want you to know that you can still get massive value out of the content that we're going to be creating and sharing in this podcast.
Pualena 01:43
So first, thank you for being here. Thank you for sticking around with us during our break. Or if you're new, thank you for being a new listener, and hopefully a new subscriber. Welcome, or welcome back, I am really excited to share a few new things with you before we dive into a really, really fun episode that I just love this topic so much. So before we dive in, I want to share with you some things that are coming up. So in the last two months, I guess since July, we've been doing monthly website workshops, which have been really, really fun. So in July, we talked about utilizing storytelling and how to really create impactful engaging website, how to lay out your website and your copy to attract your ideal customer and keep them on your site. Right? Because you have a few seconds before people will just switch gears and their attention will switch. So it was really fun. In August, we dove deeper into that. And we talked about literally just the first section of your homepage, which is called the hero section. And we talked all about who the hero of your story is for your business, we did live website reviews, so everybody that was on was able to share a link to their website. And we went in and we reviewed what they have. And we shared some suggestions and strategies for how they could improve it just a little bit. It was really fun, really impactful, really valuable. The second thing is, I am creating a course on how to create a course, like the ultimate inception. And I would love to invite you to be a part of that creation process. So jump into our Facebook group, I will drop the link in the show notes. And I invite you to participate there. I'll be asking questions, going live, and really sharing my course creation process as I create this course with everybody in the Facebook group and that so that's going to sort of be like a mastermind area to workshop this course. And you'll get tons of value along the way, you might get ideas for your own course. If you're thinking about a course or you're even thinking like, I don't know how a course would fit into what I do, but could it? You know? There are so many ways to leverage online courses in this day and age. So jump in. The link will again be in the show notes and I will see you over there. The third thing is I'm super excited to be accepting guests again for the podcast. I'm working on updating the podcast area of my website. I'm working with an absolutely phenomenal podcast production company called Astronomic Audio. Thank you, Alex and team. So they are helping me to move platforms. And so I'll be working on getting the new podcast page on my website up and running in the next few weeks. So keep an eye out for a form that you can submit if you're interested in being a guest on the podcast. Okay, oh, one more thing too, we are going to switch up the flow of episodes in this next season. So we're going to be real consistent, and on an every other week basis. So one week, you'll listen to me babble the next week, you'll get an amazing interview and guest, and then the following week you'll listen to me babble again, and so on and so forth. So just so you can set your calendars and be ready for all of the good, amazing content that we're going to drop.
Pualena 05:51
And let's dive in to today's episode. So I, for those of you who don't know, I used to have a business with a business partner who I love dearly, and we just had an absolute blast. And we at one point offered corporate productivity, time, and energy training. So we would go in and have these, you know, we were essentially productivity consultants. And we would do like lunch and learns, or we'd be brought in for like half day or full day workshops. And we would deliver all of these, you know, productivity tools that we thought would be beneficial for the particular organization. And it was, it was really fun, actually. We'd meet with the leadership or the directors or whatever, and they would share with us what their teams are struggling with, where do they feel like they're slipping in terms of productivity, in terms of overall fulfillment and happiness at work. And what we would essentially do is provide exercises, strategies, mindset work, and hopefully some inspiration and motivation to create a space that allowed them to get more done in less time. Now, this created a little bit of a discrepancy because usually for corporations, you're working a 40 hour plus work week, right? And so do they really want people to be working less? So this was part of the reason why we shifted and started working with entrepreneurs who could actually implement these work less hours and not fill it with more work, right? So anyway, one of the strategies that we would teach, and this one was my absolute favorite, and my business partner and I used to, every time we do these workshops, or - we had a podcast together too - and we would say like, 'Okay, today you're gonna do this exercise, and I'm gonna do this one'. And I was always really excited when this one landed on something that I would get to do, even though I loved to listen to her talk about it. So, what this particular exercise or theory is called, is the Eisenhower Decision Matrix. This is not a secret at this point. People, you know, productivity gurus have been using this for a real long time. Since Eisenhower used it. I don't know. But you know, a little bit of history: before Eisenhower was the president, he served in the US military in both World War I and World War II. He received recognition and praise for his ability to make impossible decisions that actually saved lives and supported the military's goals and objectives. He was sort of like a unicorn man, who could just really, really efficiently and effectively make these decisions that people were like, how do you possibly decide on what to do in these life or death situations? And this is one of the strategies that he used. Since then it's become a pretty popular productivity exercise. And if you search, you know, go ahead and Google Eisenhower Decision Matrix, and you'll see a lot of different variations of this.
Pualena 09:07
So in our business, we created a variation that I just fell in love with. And I'm going to share that with you today. It is a little bit different. And something that I just really want to drive home here is we are approaching Q4 of 2022. So if you feel like you're going to be able, you're going to be setting goals for the new year or for Q1, now is the time to plan for the goals that you're going to be setting. Now is the time to put processes and systems in place. And to start making adjustments that you need to make so that when you hit the ground, so when 2023 comes or when Q1 comes, you can hit the ground running. Right? So keep that in mind as we walk through this. So I would love for this to be an interactive exercise. If you're not driving or walking or doing something that you need all of your attention on, I want you to take out a piece of paper. Or if you have an iPad that you can draw with, or if you use, like, Miro? If you don't use Miro, go ahead and go to Miro.com - M I R O - it is a really, really cool brainstorming and idea storming and idea mapping and everything else platform. It can do quite a bit, it's actually quite overwhelming if you look at all the templates and stuff that you have access to. But I love it, I love it so much. And I think that would be a perfect place for this episode. Actually, maybe I will create a Miro template and share it in the show notes. Okay, I'm gonna do that. So keep an eye out for a link. But what I want you to do is create a matrix, which essentially is just a horizontal line and a vertical line that looks like a giant plus sign. If you have a piece of paper, just make it as big as the paper. X axis y axis. Remember that? Okay, so, on the top, middle, at the top of that vertical line, write 'important', and on the very, very bottom, write 'not important'. On the very left side of the horizontal line, write 'urgent'. And on the very right side, write 'not urgent'. Okay, so those are your, that's how we're going to assess the things that you do on a daily basis, by importance and urgency. Now we're going to label the quadrants. And I'm going to walk you through this one quadrant at a time. The top left, so that first quadrant in the top left, that one is going to fall under 'important' and 'urgent'. And you're going to label this as 'fires'. Okay? So the characteristics of fires are, they often derail our thought process and workflow because they are urgent and they're important. They usually have to be done right away. And they usually have to be done by you. Okay, some examples are: for me, someone's website is down and they are contacting me and my team on Slack. And they're blowing us up and they're emailing. And a really, like, huge curveball, oh, by the way, they're launching today. Right? No matter what I'm doing, if I'm recording this podcast and I get that message right now, you better believe I'm going to stop this recording, because that is absolutely urgent. And it probably has to be done by me unless somebody on my team sees it and they're able to jump in. But I don't even think I have time to message them and see who who's available to help, right? Maybe the school nurse calls, and you have to pick your kid up from school. Can't really not do that right away. And maybe nobody else is available but you. Let's see, maybe your teammate is leading a webinar, and they had a family emergency and they can't do it, and you're technically available, even though you're doing something else, and you can jump in and cover for them. Now, some people will say getting a text or an email. And I will say for the most part, these are actually fake urgency. If I get a text message from my friend asking if we're still on for lunch at 12, I feel like I really, really need to respond to that right now. And I probably could and I probably should. But I don't have to respond immediately. Right? If they wait 30 minutes for me to finish what I'm doing so I can then respond, it's probably okay. Right? So if you're like, oh, man, I just am putting out fires all day long. This is literally where I spend all of my time. Great. What you're going to do to stop doing that is you're going to start creating awareness around the fires that continue to happen. Continue to just make their way across your desk and look for patterns. What fires are coming up repeatedly? And what systems and processes can you put in place to avoid those? Maybe I need to create some sort of resource so that if my client's website goes down because their DNS is a little bit messed up, I'm teaching them how to go in and check it. That's something that I didn't even consider until this very moment, right? We see DNS management as part of our service and it's high level and we don't want you to have to go in there. But hey, maybe sometime down the line we're going to be done with our work together and you're going to need to know how to do that. Right? So look for patterns.
Pualena 14:46
Okay, moving on. The bottom left quadrant, 'not important' and 'urgent'. So you're going to label this 'low level tasks'. So the characteristics of this, where you can usually identify if it's a low level task is, if doing it makes you feel real busy, but end of the day you're like, I don't feel like I actually got anything done. But I'm exhausted. And I felt like I was so busy today. Right? You probably spent your whole day just checking off low level tasks. They are urgent, but they don't need to be done to 100% perfection. You can pretty easily outsource this, you can pretty easily delegate it, right? You can find somebody that can help you complete this, somebody that's not you. And if they do it to 80% perfection, it's still okay. Some of these examples are email responses, right? If you maybe have an assistant or a VA who you can bring into your inbox and say, 'These are the things that you're going to help me to respond to, and if there's anything that's not on this list that you think I need to respond to, let me know'. Most people spend a huge chunk of time in email, and it's usually too much. Scheduling. You know that back and forth 'Hey, I'd really like to find a date to meet with you. Let me know your availability'. 'Oh, cool, how's next week, Tuesday?' 'Oh, yeah next week Tuesday's okay. I I'm available at 11, 12, and 2' 'Oh, I'm not available in those times. What about these?' Oh, my gosh, 20 emails later, maybe you have a meeting or maybe you're like, okay, we'll try again next month. Do you need a scheduler? That's outsourcing your scheduling to tech. Right? So those are your solutions. What can you outsource?
Pualena 16:44
Moving on, bottom right. 'Not important' and 'not urgent'. Most productivity trainings will tell you to eliminate anything that falls in this quadrant to just not do it. Even if you think that it was crucial or important. If you think that it's something falls in this quadrant, delete it from everything forever. Now, there are some different schools of thought. So when we used to teach this, we'd call this 'delights and distractions'. This is where you can, you know, if you want to just wind down after a long day, there's nothing wrong with watching two episodes of Schitt's Creek in a row. You are totally allowed to do that. If, on a Tuesday, when you're supposed to be delivering something to a client by the end of the day, and you watch an entire season of Schitt's Creek instead of doing your work, maybe there's a little bit of an issue there. So the same action, the same activity, could be a delight. And it also could be a distraction if you let it get there. If I take a five minute break from my work, and I go and I get some water, and I open Instagram, and I spend a minute or two scrolling through, there's not really any harm done. But if that minute turns into an hour, then we have a problem. Right? This is sort of up to you. And sometimes people will say, like, oh, I mean, my workout is not really important. And it's not urgent. So I'm just gonna put it off because I think this is like a distraction. I'm going to flip the script on that one. I believe your workout, it's not urgent, but it is so important. So things like workouts, I believe, fall under the top right quadrant, which we like to call the 'sweet spot'. This is where you find the feelings of fulfillment, progress, accomplishment, right? This is where things like strategic planning, brainstorming, personal or professional development, that's where this is. These are things that if you don't do them today, no one's really going to notice. But if you keep putting them off, your business and your life are never going to move forward. And so the entire point of this matrix from a productivity standpoint, is to create the time by figuring out how to spend less time on the whole left side of this matrix so that you can spend more time in the sweet spot. The goal is 50% to 80% of your time should be spent in the sweet spot. And to have a plan in place, whether that's a team, whether it's automations in tech, whether it's just eliminating some of the things that you've been spending your time on in the entire left side of the matrix so that you spend more time there.
Pualena 19:46
One of the best solutions for this is planning and scheduling. If you make a plan, if you look at next week and you're like where do I have, where am I double booked? Where are my meetings and could I, if I had one meeting in the middle of the day on a Thursday, could I reach out to that person and say, 'Hey, would you be open to meeting on Tuesday', when I've got a bunch of other meetings so you can get all of your zoom calls out of the way. And then Thursday, you can block off four hours in the morning for strategic planning, for deep work, for content creation, right? So this takes a little bit of work. And I'm gonna give you some homework, because you cannot, you can't actually take action on this, until you're aware of how you're currently spending your time. A really, really good quote, you can't manage what you don't measure. And this is practiced in many different industries. Think about health and fitness, I will always use health and fitness as an example, because I think it's, you know, it's pretty relatable. If you've ever had, you know, a personal trainer, or if you've ever joined like a fitness challenge or anything like that, most likely you are assigned the task of keeping a food blog. Why do they ask you to keep a food blog? If they're good, they're not asking you because they want to punish you for all the bad food you're eating. They're asking you to do this because they want you to create awareness around what you're eating. Why? Because sometimes we end up just sort of like mindlessly snacking, or eating twice as much as we really want to or need to. And these are things that we can go through our entire life without even realizing. If you create awareness around it, you can then identify where you can make shifts, and that's where progress happens. Same thing is true here. So your homework, and the minimum amount of time that I'm going to ask you to do this is five days, the best case scenario, one month. Okay? You're gonna keep a log, and write down every single thing that you do. Like to the degree that you find appropriate, right? The more detailed, the better. And you can, you know, focus on your work tasks. But even, you know, if you find yourself working at 11 o'clock at night in bed, I'd write that down. Sometimes I'll write down like, 'checked emails' and 'got distracted on Facebook for 45 minutes'. You know, like that stuff is really, really useful data. I don't think you have to write, you know, how far you walked your dog. But if you want to write '30 minute walk with my dog', that's great. What we want to do here is create, with as much detail as possible, a snapshot of how you spend your time, so that we can identify where to make shifts, so we can identify patterns. So what you're going to do, and the reason why I like you to do this for a month, and I know, I know, you're like 'you're crazy'. But I'll tell you what, if you start for five days, just start from Monday through Friday, I think you're gonna get hooked. So my team and I are doing this right now. And I said, let's just do this for a week. And the thing about entrepreneurs is usually your weeks look pretty different from week to week, you're not checking in and checking out of a typical workday. So one week, my time looked very different from the next week. So if you want a really accurate picture of how you spend your time, 30 days is a pretty solid amount of time to do that. And what I want you to start doing is thinking about which quadrant each of these things that you do would fall under. I can share the log that I used. So keep an eye out for that in the show notes as well. And I color coded it so my low level tasks were yellow. And I found myself, like most of my log was yellow. Like, not very much of my log is purple, which was the sweet spot. So where can I delegate? Where - and my team, you know, I have an amazing, amazing OBM, her name is Marissa, and she was like, 'Send me your log, and I'm gonna identify things that I can take off of your plate, so that you can spend more time in this sweet spot'. Find someone like that, get yourself a Marissa, because it was so beautiful to be able to have that conversation with her and to show her the log. And she showed me her log. And we were able to support each other and figuring out how we can not spend time doing these things that are keeping us feeling stuck and stagnant. And continue to spend more time doing the things that are going to move us forward. Okay?
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So, next episode you're going to have an amazing guest interview and then the episode after that, we're going to loop back for part two of this. And we're going to talk about how we can implement any strategies that we have for creating time in the sweet spot and not filling the time that you do create with more low level tasks and more work. It's going to be really, really fun and I cannot wait to see you guys there. Until then, go ahead and check out the links in the show notes. And I am so thrilled to be back. I'll talk to you next time. Keep crushing.
25:11
Thanks for joining us for another episode of the Course Creators Academy podcast. Join the conversation in the Course Creators Clubhouse on Facebook. And if you love this podcast, don't forget to subscribe and share the love with a five star review. And tag us on Instagram at pualena.co for a shout out on the next episode. And be sure to visit pualena.com for more info. Thanks again for listening.
Stories sell.
Stories sell for the same reason that box offices can get away with charging $20+ for movies. People love a great story. In most indigenous cultures, the language, traditions, dances, and rituals were all passed down verbally, and many of these oral traditions were centered around stories. Great stories are memorable, impactful, and allow us to become involved and emotionally invested in the characters, activities, journeys, and outcomes.
Hollywood (and all other film capitals of our modern world) has boiled the art of storytelling down to a science. Most productions follow a similar formula to maximize the entertainment value of a story. If you think about it, most, if not all of our favorite movies follow a similar formula.
One of my favorite marketing thought-leaders, Donald Miller, has taken this formula and applied it to the art of marketing and copywriting. I've recently been immersing myself in Donald Miller's resources, and I have to say, I'm a believer!
On today's podcast, I'll share with you Donald's "StoryBrand" framework and why I have decided to model this framework for any website, landing page, and email that I create.
Here's the outline of the StoryBrand framework:
(In case it wasn't abundantly clear up until now, I'd like to reiterate that this is NOT my framework, teachings, or intellectual property, and must give all the credit to Donald Miller and his company, StoryBrand.)
If you'd like to scoop up your own copy of Donald Miller's "Building a StoryBrand", you can find it on Amazon!
As always, I'd love to hear what you're working on and if these episodes are helpful for you! Feel free to tag us on IG @pualena.co and @coursecreators.academy!
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Have you met Bri? Bri Leever (yup, best name EVER!) is the founder of Ember Consulting and her specialty is teaching her clients how to utilize and cultivate COMMUNITY to enhance their customer experience. In this episode, Bri shares how her personal and professional experiences have culminated to lead her to start her business, and why she believes community is an essential component of any business!
Connect with Bri at @ember.consulting on Instagram and check out her suite of services at www.emberconsulting.co.
How to do a Beta Launch
Beta Launches for Online Courses are essentially the way that you can test your proof of concept! Rather than creating a prototype of a physical product, you’re testing your course from top to bottom on a small group of people who agree to experience the course, share feedback, and be part of the creation process.
Free or Paid?
One of the most common questions I get asked is, "Should my Beta Launch be Free or Paid (with discount)?"
I always recommend charging a small amount to participate in a beta launch…
…now, you’ll be providing a discount for a valuable experience. In exchange for this, it’s important to CLEARLY communicate what’s expected of them in return!
Things to remember:
What you’ll need:
9 Steps to Running a Beta Launch:
Whew! That was a lot but I hope you're feeling more supported as you navigate your next Beta Launch! I'd love to hear about what you're creating! Tag us in your stories on Instagram @pualena.co and @coursecreators.academy!
Keep Crushin'! 🙌🏽
Movement is crucial not only to our overall health and wellness, but to our productivity, happiness, and ultimately to our success as entrepreneurs! Most of us spend several hours at a time sitting at our desks. That's just the nature of the biz, but that doesn't mean we can't also implement some mindful movement and self-care throughout the day!
In this episode, the fabulous Megan Nolan shares practical exercises and tips that we can implement today to improve our circulation, focus, productivity, and quality of life! Learn some simple stretches and a quick 5-minute routine to get that blood flowing and neurons firing!
Megan came bearing gifts! The first one is a 5-day challenge called "Thrive in Five" that she's doing just for our Course Creators Clubhouse community! Jump into the Clubhouse and check out Megan's live training!
You can also grab Megan's Mini Morning Routine with bite-sized tips to supercharge your morning!
You're also one of the first to learn about Megan's new "Out of Pain and Into POWER" workshop! Get signed up for this FREE workshop on March 23rd to learn more about how to shift from pain and discomfort to focused and empowered through mindful movement!
Connect with Megan at yogaatmydesk.yoga and @iammegannolan on Instagram!
So you're thinking of starting a business, launching a course, creating a new product...and the first thing you need is a website, right?!
WRONG! 😱
This episode dives into why you do NOT need a website and what you DO need instead!
👇🏽 Here are some resources from this episode:
Share your thoughts and join the conversation in the Course Creators Clubhouse on Facebook!
Paul N. Larsen is an speaker, coach, and author of his book and signature program: Find Your V.O.I.C.E. as a leader. My friendship with Paul began the day he reached out to inquire about design services. A client who quickly became a treasured friend and mentor, Paul has shared his talents, wisdom, energy, and love with our Course Creator communities in so many ways.
One of Paul's specialties is coaching his clients to not overcome, but to thrive with Imposter Syndrome and the many ways that sneaky voice sneaks into our heads to tell us we aren't good enough, experienced enough, smart enough, or worthy of all the things we desire. I can't wait for you to hear what Paul has to share in this episode!
To date, Paul has successfully coached over 500 talented leaders worldwide. A sample of his current clients include teams and leaders at Twitter, Electronic Arts, SAP, Walmart, Autodesk, Cisco, Salesforce, PagerDuty, Kaiser Permanente and Charles Schwab. His inspiring yet practical life experiences led him to author the award winning coaching book entitled “Find YourVOICE as a Leader” (2016, Aviva Publishing).
As a compelling and engaging speaker and facilitator, Paul inspires audiences around the world to find their V.O.I.C.E. by:
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👋🏽 Connect with Paul…
In this episode, we'll walk through a process that I use and love to do some Big Visioning for your business and your life for the New Year and beyond!
Spoiler Alert It's NOT a New Year's Resolution activity - I don't believe in those! Instead, this is a quarterly and weekly planning process that you can revisit every regularly to stay in alignment and on track with your vision and your goals.
Scoop up a free digital copy of this weekly planner at pualena.com/planner so you can follow along and do your own weekly and quarterly planning for your business and your life!
Big shout out to my business BFF Kimi Morton for co-creating this amazing planning ritual with me so many years ago. It has been a cornerstone of my business and my life for years and I'm so thrilled to share it with all of you today!
In this episode, we'll chat about 5 awesome tools for course creators in 2021! (By the way, this episode drops at 12:21 on 12/21/21! Loving these 21's, my favorite number!)
A little back story for those who may not be familiar with me quite yet - I own a company called Pualena Digital Design, and our main service is custom websites, online courses, and membership sites. 90% of our clients are small businesses and solo entrepreneurs who are either launching or re-designing online courses and membership sites. While I believe strongly in the efficiency of outsourcing the parts of your process that create bottlenecks and don’t bring you joy, a lot of entrepreneurs (myself included) choose to DIY their course production, especially early on in their journey while they build the capital to hire quality support.
These are 5 tools that I recommend to ALL of our clients who are creating online courses!
I’d love to know if you use these, if this episode inspired you to give any of these a try, and if you have any favorite course creation tools and apps to add to the list! If you’re enjoying this show so far, I’d love it if you’d leave a review on apple podcasts! That’s a totally free way to help us reach more ears!
Ready to level up your systems and processes in 2022? Listen in to find out our picks for the Top 7 Productivity Tools for Course Creators in 2021!
Here are direct links to these platforms if you want to check them out! Some of these are affiliate links.
I’d love to know if you use these, if this episode inspired you to give any of these a try, and if you have any favorite productivity tools and apps to add to the list! If you’re enjoying this show so far, I’d love it if you’d leave a review on apple podcasts! That’s a totally free way to help us reach more ears!
Are you thinking about creating an Online Course to either enhance or replace your main source of income? In this episode, we'll chat about the strategies and best practice for how to transition or integrate your new course into your current professional trajectory.
So you're ready to start creating your online course, but there are so many things to design, build, and launch to put your course in motion...where do you start?! In this episode, I'll share my favorite strategies around course creation and exactly where I recommend to start!
Looking to get started on Kajabi? Click here for a free 30-day trial! (Full disclosure: this is an affiliate link.)
Welcome to the Course Creators Academy! I'm looking forward to providing a space to get inspired and learn impactful tips, tricks, and strategies for your Course Creation journey!