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[00:00:00.960 --> 00:00:07.200] A mochi moment from Mark, who writes, I just want to thank you for making GOP1s affordable.
[00:00:07.200 --> 00:00:12.160] What would have been over $1,000 a month is just $99 a month with Mochi.
[00:00:12.160 --> 00:00:14.640] Money shouldn't be a barrier to healthy weight.
[00:00:14.640 --> 00:00:17.920] Three months in, and I have smaller jeans and a bigger wallet.
[00:00:17.920 --> 00:00:19.120] You're the best.
[00:00:19.120 --> 00:00:20.240] Thanks, Mark.
[00:00:20.240 --> 00:00:23.120] I'm Myra Ameth, founder of Mochi Health.
[00:00:23.120 --> 00:00:27.040] To find your Mochi Moment, visit joinmochi.com.
[00:00:27.040 --> 00:00:30.240] Mark is a mochi member compensated for his story.
[00:00:30.560 --> 00:00:34.640] Taking on a DIY job around the house is the ultimate summer project.
[00:00:34.640 --> 00:00:42.480] But if your DIY home security system is a beware of dog sign, when your real pet is Princess the Cat, that's safe-ish.
[00:00:42.480 --> 00:00:47.200] To be actually safe, help protect your home with a DIY system from ADT.
[00:00:47.200 --> 00:00:52.080] It's easy to install and gives you virtual assistance from ADT's technical support team.
[00:00:52.080 --> 00:00:55.840] Best of all, you can tell everyone in the neighborhood you set it up yourself.
[00:00:55.840 --> 00:00:58.640] Don't settle for safe-ish this summer.
[00:00:58.640 --> 00:01:00.880] DIY with ADT instead.
[00:01:00.880 --> 00:01:04.320] Visit ADT.com to learn more.
[00:01:13.280 --> 00:01:20.640] Hi, I'm Snero Madani, a mom of two, daughter of an immigrant, and an unlikely entrepreneur who built a billion-dollar business.
[00:01:20.640 --> 00:01:21.840] Yes, billion.
[00:01:22.160 --> 00:01:25.520] Now I'm doing it again and building my second unicorn, work.
[00:01:26.240 --> 00:01:33.040] Shockingly, less than 2% of female founders ever reach $1 million in revenue, and I'm on a mission to change that.
[00:01:33.040 --> 00:01:39.200] At CEO School, we mentor thousands of women to help them level up in business and in life.
[00:01:39.200 --> 00:01:45.440] We believe that you deserve to have it all because honestly, nothing bad happens when women make more money.
[00:01:46.160 --> 00:01:49.280] Grab a seat because class is officially in session.
[00:01:49.280 --> 00:01:51.520] Welcome to CEO School.
[00:01:54.400 --> 00:01:55.200] Hi, everyone.
[00:01:55.200 --> 00:01:57.280] Welcome back to the CEO School podcast.
[00:01:57.280 --> 00:02:02.200] I'm your host, Snero Madani, and we are at my house.
[00:02:02.200 --> 00:02:04.920] There's no more fancy studio.
[00:01:59.680 --> 00:02:07.000] There's no more fancy lights.
[00:02:07.320 --> 00:02:10.280] There's no more multiple bajillion cameras.
[00:02:10.280 --> 00:02:13.720] It's just me in my house in my living room.
[00:02:13.720 --> 00:02:15.400] And you're going to probably see my dog.
[00:02:15.400 --> 00:02:17.480] You're going to probably hear my kids.
[00:02:17.480 --> 00:02:19.080] You're going to just, this is what it is.
[00:02:19.080 --> 00:02:24.280] But I just, I'm so excited to welcome you into my home and to welcome my friends into my home.
[00:02:24.280 --> 00:02:30.200] And so Tamara is going to be our first ever in-person on-my-couch interview.
[00:02:30.200 --> 00:02:32.680] Tamara Munos is a dear friend of mine.
[00:02:32.680 --> 00:02:34.280] We've been friends for years.
[00:02:34.280 --> 00:02:36.280] She's here in Orlando.
[00:02:36.280 --> 00:02:40.680] She is super mom, super CEO, super pregnant.
[00:02:41.960 --> 00:02:48.840] And she is the CEO and founder of our behind the screens operations company.
[00:02:48.840 --> 00:02:52.040] And her company is actually called Behind the Screens.
[00:02:52.040 --> 00:02:54.760] She is the go-to ops expert.
[00:02:54.760 --> 00:03:02.280] So everything, business operations, automations, tools, technology, and honestly, just constantly saving me time.
[00:03:02.280 --> 00:03:06.440] And there's always like a better, cooler, faster way to do things.
[00:03:06.440 --> 00:03:14.760] And so I've invited Tamara here to the show because you've completely transformed my business at CO School fully.
[00:03:14.760 --> 00:03:16.520] Like you handle every single thing.
[00:03:16.520 --> 00:03:18.840] Your team handles all the things.
[00:03:18.840 --> 00:03:27.160] And there's just so much I think our audience can learn from you on how to effectively, like, I feel like ops is so scary, but you make it so easy.
[00:03:27.160 --> 00:03:39.000] So today I'm welcoming Tamara to the show and we're going to dive into all things scaling operations, but honestly, how to like save time and to wrap our heads around the right tools and things to use.
[00:03:39.000 --> 00:03:41.240] So, Tamara, welcome to CO School.
[00:03:41.240 --> 00:03:41.880] Thank you.
[00:03:41.880 --> 00:03:47.760] I am so excited to be here, and I'm so excited to be in your home, just with everything and your beautiful family.
[00:03:47.760 --> 00:03:48.800] So, thank you, thank you.
[00:03:48.800 --> 00:03:49.520] Isn't it crazy?
[00:03:44.680 --> 00:03:50.720] So, today's, it's Friday.
[00:03:50.880 --> 00:03:52.800] We're actually about to go to Disney World right after this.
[00:03:52.800 --> 00:03:53.760] This is like real life.
[00:03:53.760 --> 00:03:55.760] My life is so full.
[00:03:55.760 --> 00:03:56.080] Yes.
[00:03:56.080 --> 00:03:56.640] It's so full.
[00:03:56.640 --> 00:04:01.840] And my house is so full all the time because I'm so grateful for it, but everybody comes to my house.
[00:04:01.840 --> 00:04:07.360] So, like, the amount of people that I see in a day, even whether I'm in the office or not, it's wild.
[00:04:07.360 --> 00:04:11.680] Like, I really do think one of my, what were we calling, we were doing the day in the lives recently.
[00:04:11.680 --> 00:04:17.520] I was like, one of my day in the lifes, like, totally needs to be just like how many people actually walk through that front door.
[00:04:17.840 --> 00:04:20.720] So, but I'm so grateful that you get to be here.
[00:04:20.720 --> 00:04:22.400] And I'm so grateful we get to do this on the couch.
[00:04:23.120 --> 00:04:24.160] We can just relax.
[00:04:24.160 --> 00:04:24.480] Yes.
[00:04:24.560 --> 00:04:25.280] How are you feeling?
[00:04:25.280 --> 00:04:26.560] I'm feeling good, a lot better.
[00:04:26.560 --> 00:04:28.640] We're in the second trimester right now.
[00:04:28.640 --> 00:04:34.720] So I'm past like the nausea, not past the exhaustion, but pregnancy naps are the best.
[00:04:34.720 --> 00:04:36.000] This is baby number three now.
[00:04:36.000 --> 00:04:36.720] Baby number three.
[00:04:36.720 --> 00:04:37.600] Baby number three.
[00:04:37.600 --> 00:04:41.360] Okay, so you've got to tell the audience a little bit about your company.
[00:04:41.360 --> 00:04:45.040] And then also just, I would love to hear how you got into this business.
[00:04:45.040 --> 00:04:45.680] Yeah.
[00:04:45.680 --> 00:04:47.360] So just how did you start?
[00:04:47.360 --> 00:04:48.160] Tell us a story.
[00:04:48.160 --> 00:04:52.400] So I think with most things, it was an accident how we ended up here.
[00:04:52.880 --> 00:04:53.600] You mean pregnant?
[00:04:53.600 --> 00:04:54.720] I'm just saying.
[00:04:55.040 --> 00:04:56.960] I mean, three kids in, I don't think so.
[00:04:58.720 --> 00:05:00.240] We're talking about the business, guys.
[00:05:00.640 --> 00:05:04.000] But yeah, so I've always had an entrepreneurial spirit.
[00:05:04.000 --> 00:05:06.240] I've never just had one job.
[00:05:06.240 --> 00:05:07.760] I've always done several things.
[00:05:07.760 --> 00:05:16.400] And prior to starting my business, I ran ops for companies like Disney and Starbucks, big teams, big operations, and I loved it.
[00:05:16.400 --> 00:05:20.080] However, you burn out very, very quickly in those types of environments.
[00:05:20.080 --> 00:05:25.040] And while I loved what I did and I had incredible leaders and mentors, there was just a lot that happened.
[00:05:25.040 --> 00:05:32.280] Specifically, in 2018, my grandmother passed away and I had, and she raised us, right?
[00:05:32.280 --> 00:05:34.200] So I grew up in a multi-generational home.
[00:05:29.280 --> 00:05:35.000] I'm Latina.
[00:05:35.080 --> 00:05:38.360] So my grandma grew, you know, I grew up with my grandma in the house with us.
[00:05:38.360 --> 00:05:40.520] So it was just very difficult for...
[00:05:40.520 --> 00:05:42.600] our family to navigate that loss.
[00:05:43.480 --> 00:05:46.200] She was very, very old, had a long and beautiful life.
[00:05:46.200 --> 00:05:47.240] So it was expected.
[00:05:47.240 --> 00:05:55.000] However, having to ask for permission to be there for my mom, only getting a couple days of bereavement, that was very difficult to navigate.
[00:05:55.000 --> 00:05:58.120] That was a moment where I was like, I gotta make a change.
[00:05:58.120 --> 00:05:59.880] I gotta move on.
[00:05:59.880 --> 00:06:09.960] By that point, I was already doing like virtual assisting work, trying to find my way out of corporate because I also wasn't trying to go from corporate job to corporate job, watching my peers.
[00:06:09.960 --> 00:06:14.520] I didn't have kids at the time, but watching my peers put their kids down to bed on FaceTime.
[00:06:14.520 --> 00:06:28.200] That was very difficult for me to just witness because I know like the pain that they were feeling as like mothers and even dads of like not being there for their kids in that way because they had to work and we had very late nights and things like that.
[00:06:29.000 --> 00:06:30.760] So I was like, okay, you know what?
[00:06:30.760 --> 00:06:33.400] By March, I'm going to replace my income.
[00:06:33.640 --> 00:06:35.800] I found out the number that I needed.
[00:06:35.800 --> 00:06:38.440] Virtual assisting was the easiest way for me to get out of there.
[00:06:38.440 --> 00:06:39.320] So that's what I did.
[00:06:39.320 --> 00:06:40.840] I started virtual assisting.
[00:06:40.840 --> 00:06:42.840] I replaced my income right away.
[00:06:42.920 --> 00:06:49.320] So for those that don't know what, like, I mean, everyone here probably will know that, but what is a virtual assistant versus a regular assistant?
[00:06:49.320 --> 00:06:50.840] And what is a VA?
[00:06:50.840 --> 00:06:54.520] So a VA, there's many things that VAs can handle.
[00:06:54.520 --> 00:06:57.240] The most popular type of VA is administrative.
[00:06:57.240 --> 00:07:06.360] So supporting with all things calendar management, inbox management, appointment setting, things of that nature, data entry, like tasks like that.
[00:07:06.360 --> 00:07:07.720] And it's all virtual, right?
[00:07:07.720 --> 00:07:09.480] So anyone can have a virtual assistant.
[00:07:09.480 --> 00:07:16.400] I mean, at this point, at behind the screens, we support women that have online businesses, but also women that have brick and mortar businesses, too.
[00:07:14.840 --> 00:07:20.400] It's things that can just be done from an at-home office.
[00:07:21.360 --> 00:07:29.440] So because I'm an operations girly from like my corporate days, that was very simple for me to go into.
[00:07:29.440 --> 00:07:41.200] I replaced my income, and then May of 2019, I knew I had to wait to buy a house before I can jump because to buy a house, you need at least three years of tax returns as a business owner.
[00:07:41.200 --> 00:07:44.160] So I was like, okay, I can't quit my job until I have keys in my hands.
[00:07:44.480 --> 00:07:46.320] That's what I'm solving for, by the way, at worth.
[00:07:46.320 --> 00:07:46.640] Yeah.
[00:07:46.640 --> 00:07:49.440] Is that your credit worth should not be based on your personal credit?
[00:07:49.440 --> 00:07:51.280] It should be based on your business credit.
[00:07:51.680 --> 00:07:54.400] And there is no business standardization of business credit.
[00:07:54.400 --> 00:07:56.800] So sorry, shameless plug for worth and why the word scores.
[00:07:57.120 --> 00:07:59.040] Yeah, and it's so amazing because like we all need that.
[00:08:00.800 --> 00:08:05.440] I got married, I quit my job, and I bought a house all in the same week.
[00:08:06.560 --> 00:08:08.000] Like, how does that?
[00:08:08.320 --> 00:08:09.680] There's only one kind of human.
[00:08:09.680 --> 00:08:10.800] It's an entrepreneur.
[00:08:11.040 --> 00:08:15.280] This is actually like you just make decisions and you're like, now that we made a decision, it's like all happening.
[00:08:15.280 --> 00:08:16.480] It's all happening.
[00:08:16.640 --> 00:08:18.240] And it was the best thing I could have done, right?
[00:08:18.240 --> 00:08:19.120] So I was.
[00:08:19.760 --> 00:08:20.480] It's the risk.
[00:08:20.480 --> 00:08:21.360] You have to take the risk.
[00:08:21.360 --> 00:08:22.080] You have to take the risk.
[00:08:22.080 --> 00:08:23.760] And I had such an incredible manager at the time.
[00:08:23.760 --> 00:08:28.320] And he's just like one of my favorite people that I've worked for at Starbucks.
[00:08:28.320 --> 00:08:31.280] And he was just like, are you sure you want to take this risk?
[00:08:31.280 --> 00:08:33.760] Like, you'll always have a spot here where, you know, we're family.
[00:08:33.760 --> 00:08:35.120] Like, he was fantastic.
[00:08:35.120 --> 00:08:37.840] But I was like, yeah, dude, like, you're never seeing me again.
[00:08:37.920 --> 00:08:38.560] You're like, fine.
[00:08:38.800 --> 00:08:39.760] Like, I'm taking this risk.
[00:08:39.760 --> 00:08:40.720] I'm going to make it happen.
[00:08:40.880 --> 00:08:41.600] And it's worked out.
[00:08:41.600 --> 00:08:43.520] I mean, it's almost six years later.
[00:08:43.520 --> 00:08:51.280] And we have just, I mean, I went from a team of me to now we have over 14 women working at behind the screens.
[00:08:51.600 --> 00:08:56.080] We quickly outgrew virtual assisting and moved on to online business management.
[00:08:56.080 --> 00:08:59.680] And that has been such a journey in the best way.
[00:08:59.960 --> 00:09:09.000] I very quickly realized that there are huge gaps in the entrepreneurial space between operations, but also like the know-how.
[00:09:09.000 --> 00:09:12.840] So many women get into business because of what they do.
[00:09:12.840 --> 00:09:24.600] They love to create and build community and serve their clients in the way that they want to serve them, whether it's practitioners, dieticians, business consultants, marketers.
[00:09:24.600 --> 00:09:30.760] They're not in it for the operations, the systems, the data entry, the not-so-sexy side of business.
[00:09:30.760 --> 00:09:32.120] No one goes into business for that.
[00:09:32.120 --> 00:09:32.520] No.
[00:09:32.520 --> 00:09:34.520] And that's what you get really bogged down with, right?
[00:09:34.520 --> 00:09:42.200] And that's what is like when you start realizing like you're working 24-7 on actual stuff that you don't, you're not passionate about.
[00:09:42.200 --> 00:09:44.440] But it is also what needs to happen.
[00:09:44.440 --> 00:09:46.360] Like your business needs those systems.
[00:09:46.360 --> 00:09:48.680] It's a huge part of scalability.
[00:09:48.680 --> 00:09:50.920] So you can't scale without those operations.
[00:09:50.920 --> 00:09:52.920] You can't have a business without those operations.
[00:09:52.920 --> 00:09:54.520] And so it's instrumental.
[00:09:54.520 --> 00:10:05.640] But we feel like as business owners that we have to wear every hat and we have to know how to do like every single thing when there are just experts that you can go to to help solve that.
[00:10:05.640 --> 00:10:10.040] And that's the difference between being a business owner and a CEO, right?
[00:10:10.280 --> 00:10:24.360] The difference between being a business owner and a CEO is knowing what tools and systems you need, how to delegate, how to make quick, fast, executive decisions to make the next possible step in the needle.
[00:10:24.360 --> 00:10:26.120] It's not for you to go get that touchdown.
[00:10:26.120 --> 00:10:28.840] It's for you to get the first down, then the next down.
[00:10:28.840 --> 00:10:30.680] And you've got to be able to delegate.
[00:10:30.680 --> 00:10:33.320] You've got to be able to manage your time effectively.
[00:10:33.320 --> 00:10:37.240] You've got to be able to build that team and you've got to be able to have those systems work for you.
[00:10:37.240 --> 00:10:40.440] And that's really that difference between business owner and CEO.
[00:10:40.440 --> 00:10:48.160] But having a team like yours now is what you now go in and say, You be the quarterback, we'll be the rest of that team.
[00:10:48.160 --> 00:10:48.880] Yeah, absolutely.
[00:10:48.880 --> 00:10:50.400] And that's what we built at Behind the Screens.
[00:10:50.400 --> 00:10:51.840] Now we're like a full-service agency.
[00:10:44.840 --> 00:10:52.880] By the way, I just love that name.
[00:10:52.880 --> 00:10:54.160] So can we just have a moment?
[00:10:54.800 --> 00:10:59.200] It's actually so her whole thing is BTS and it's behind the screens.
[00:10:59.200 --> 00:11:01.680] And you are, you really are behind the screens.
[00:11:01.840 --> 00:11:04.640] You're really behind the screens with like nine kids behind you all the time.
[00:11:04.640 --> 00:11:05.840] And I love it.
[00:11:06.080 --> 00:11:09.600] And it's, but you are really behind the screens of our business.
[00:11:09.600 --> 00:11:13.120] Like everything goes out so seamlessly.
[00:11:13.120 --> 00:11:15.600] And also, you find ways.
[00:11:15.920 --> 00:11:17.680] I just like I could brag on you forever.
[00:11:17.680 --> 00:11:19.040] I love working with you guys.
[00:11:19.040 --> 00:11:21.600] Like I truly love our relationship.
[00:11:21.600 --> 00:11:23.040] I mean, we've been friends for so long.
[00:11:23.040 --> 00:11:27.920] And it's kind of scary when you go into like into relationships like this with friendships.
[00:11:27.920 --> 00:11:35.840] I really, really do stay like, you know, kind of like those are like strong boundaries that I do have, but you are the best in what you do.
[00:11:35.840 --> 00:11:39.120] And so it has been, it's been a game changer.
[00:11:39.120 --> 00:11:42.160] Like I refuse to, like, even I build teams internally.
[00:11:42.160 --> 00:11:45.360] So I've always built teams at Stacks, at Worth.
[00:11:45.360 --> 00:11:46.160] I build teams.
[00:11:46.160 --> 00:11:49.920] So I've always taught my teams how to fully take on the operations.
[00:11:49.920 --> 00:11:52.080] At CEO School, this business is different.
[00:11:52.080 --> 00:11:53.520] It's a small business.
[00:11:53.680 --> 00:11:57.760] There isn't, there's like very clear, like we've got two communities.
[00:11:58.080 --> 00:11:59.920] We've got Millionaire Founders Club, Founders Club.
[00:11:59.920 --> 00:12:00.640] We've got a podcast.
[00:12:00.640 --> 00:12:02.080] Like these are the things that need to go out.
[00:12:02.080 --> 00:12:06.160] And so it's very operationally like check, check, check, check, check.
[00:12:06.640 --> 00:12:13.040] And so we've had internal people do it, but I do feel like we've almost limited ourselves to their knowledge.
[00:12:13.040 --> 00:12:23.680] And on the on in the online space, in the media space, in the social media space, and all these things, you also have to be relevant to the tools, to like how to drive things more efficiently.
[00:12:23.680 --> 00:12:37.800] And since we like made that switch to say we're gonna go full, we've literally eliminated almost like all of our team is now your entire team because it's just so much easier to have everything under one roof, and it's just going amazing.
[00:12:37.800 --> 00:12:39.640] Well, thank you for that, and I appreciate that.
[00:12:39.640 --> 00:12:45.640] And we work really hard to make it simple for our business owners because you guys have so much going on.
[00:12:45.640 --> 00:12:48.120] Most of the people that we work with are multi-passionate.
[00:12:48.120 --> 00:12:49.800] It's not just one job.
[00:12:50.360 --> 00:12:57.960] They either have the business and their moms, they have the business or they're starting a second business, they're speakers, they have podcasts, they have YouTube channels.
[00:12:57.960 --> 00:13:09.800] They have so much going on and so much production happening that they don't have the time to sit there and figure out all the nitty-gritty things and chase payments down and focus on building scalable systems.
[00:13:09.800 --> 00:13:16.520] And that's another thing that I notice a lot with business owners, like specifically online, but entrepreneurship in general.
[00:13:16.520 --> 00:13:18.040] You're not thinking long-term.
[00:13:18.040 --> 00:13:20.120] You're thinking about the next thing.
[00:13:20.120 --> 00:13:28.280] So when you bring someone like a business manager, an online business manager into your business, we have the foresight of let's think five years from now.
[00:13:28.280 --> 00:13:31.960] What systems do you need to implement today so that your business is scalable?
[00:13:31.960 --> 00:13:39.240] If you go viral tomorrow, do you have the systems in place to bring in all the business, to capture all the emails, to nurture all the people?
[00:13:39.560 --> 00:13:40.680] Most people don't.
[00:13:40.680 --> 00:13:41.720] No, you don't, right?
[00:13:41.720 --> 00:13:44.600] And it's one of the things that I talk about in CO school in our accelerator.
[00:13:44.600 --> 00:13:46.040] It's like 10x scalability.
[00:13:46.040 --> 00:13:50.680] Like if you had 10 times the business tomorrow, will your systems be able to actually do that?
[00:13:50.680 --> 00:13:53.000] And I learned that lesson the hard way.
[00:13:53.000 --> 00:14:01.800] I shared this story this week with someone that our first moment of scale happened when we were a front page fast company.
[00:14:01.800 --> 00:14:06.760] And there was an article online that was Meet the Woman trying to change the credit card industry.
[00:14:06.760 --> 00:14:09.640] I had no clue what that would do for my business.
[00:14:09.640 --> 00:14:15.440] And our phone, literally one phone in our office, which was the size of this carpet here.
[00:14:14.840 --> 00:14:21.040] We had, I had an intern, I had one full-time employee, I had a co-founder that lived in California, and that was it.
[00:14:21.120 --> 00:14:24.160] So it was four of us, like three and a half bodies.
[00:14:24.160 --> 00:14:29.680] And our single phone, we had to get phones installed, our like was ringing off the hook.
[00:14:29.680 --> 00:14:31.360] Like it was our shark tank moment.
[00:14:31.360 --> 00:14:35.200] We had investors, customers, people were faxing in applications.
[00:14:35.200 --> 00:14:41.120] Like this is also like, I mean, we weren't like that fax era, but people were like finding ways to get to us.
[00:14:41.120 --> 00:14:43.200] Emails, our website crashed.
[00:14:43.200 --> 00:14:44.560] We had a GoDaddy website.
[00:14:44.560 --> 00:14:45.920] We had no CRM system.
[00:14:45.920 --> 00:14:48.080] Like we weren't built for scale.
[00:14:48.080 --> 00:14:52.960] And it was the greatest thing that happened and the worst thing that happened at the same time.
[00:14:52.960 --> 00:15:03.120] And it was great because we were validated that we could have scale, but it was awful because we didn't get to capture like the percentage of business that we should have.
[00:15:03.120 --> 00:15:11.200] And that was a hard lesson that I feel like I had to like, like, I fell on the chin to learn to say, like, we need to build systems for scale.
[00:15:11.200 --> 00:15:26.880] And that next year, our entire thematic goal for the company of the four of us was really, and we started to hire, we got investors, like all the things was like if we had 10 times everything and to get everything off of paper into a system.
[00:15:26.880 --> 00:15:32.720] And our CTO, who was that, you know, architect and operational, like he just, he knew all the tech.
[00:15:32.720 --> 00:15:38.240] He knew the tech, he had technology, really helped build like those systems in place for us.
[00:15:38.240 --> 00:15:39.680] And it was a complete game changer.
[00:15:39.680 --> 00:15:40.800] And we've never looked back.
[00:15:40.800 --> 00:15:47.200] And every single point, we're like, we need to hit the system where it's 10x, and then hopefully we break it.
[00:15:47.200 --> 00:15:49.040] And then that's like the next point you break it.
[00:15:49.040 --> 00:15:51.120] And then you got to build again for that next 10x.
[00:15:51.120 --> 00:16:05.800] So it doesn't matters if you're listening, wherever you are in your journey, if you are that solopreneur starting out or you are that million-dollar plus business in that 2% club, what got you from zero to six figures is not what's going to get you from six to seven.
[00:16:05.960 --> 00:16:08.600] And it's definitely not what's going from seven to eight for scale.
[00:16:08.600 --> 00:16:09.480] Like that's not it.
[00:16:09.480 --> 00:16:12.440] At every stage, you need to revamp your systems.
[00:16:12.440 --> 00:16:14.600] You need to revamp the operations.
[00:16:14.600 --> 00:16:23.240] And so that's what you get to do as a business manager: to look at the systems and say, how can we drive scalability and efficiency?
[00:16:23.240 --> 00:16:25.160] And efficiency and profitability, truly.
[00:16:25.560 --> 00:16:27.640] Truly, like, I mean, top line is great.
[00:16:27.640 --> 00:16:28.520] We love it.
[00:16:28.520 --> 00:16:31.240] But bottom line is where it's at for our business owners.
[00:16:31.240 --> 00:16:32.120] I mean, we work so hard.
[00:16:32.120 --> 00:16:36.120] So if we're making a million dollars top line, but you're only bringing home 10%.
[00:16:36.120 --> 00:16:37.400] Let's take a look.
[00:16:37.400 --> 00:16:38.280] Let's talk about that.
[00:16:38.280 --> 00:16:40.840] And I want to get into like, like, this episode is going to be so good.
[00:16:40.840 --> 00:16:43.800] I'm so excited because I want to talk about the biggest things that you see.
[00:16:44.040 --> 00:16:45.560] You're like in every business.
[00:16:45.560 --> 00:16:48.760] So, like, what are the top things that you see that you're like, red flag?
[00:16:48.760 --> 00:16:50.440] Like, immediately don't use that tool.
[00:16:50.440 --> 00:16:51.960] Immediately, we need to get rid of that system.
[00:16:51.960 --> 00:16:54.600] I'm sure there's like patterns that you see.
[00:16:54.600 --> 00:16:56.520] And then I do want to get into this profitability topic.
[00:16:56.520 --> 00:16:59.240] So I'm going to go there first right now on profitability.
[00:17:00.200 --> 00:17:09.000] So important because we're all, we've like also gotten into this culture where, and I'm like, we all talk about revenue, like vanity and our revenue metric.
[00:17:09.000 --> 00:17:09.560] It's really big.
[00:17:09.560 --> 00:17:10.920] It's a big milestone.
[00:17:10.920 --> 00:17:14.280] Revenue is one of the most important KPIs.
[00:17:14.280 --> 00:17:16.440] You should have really strong revenue.
[00:17:16.440 --> 00:17:20.360] But if you're not profitable, that doesn't mean anything, right?
[00:17:20.360 --> 00:17:25.720] And there are certain businesses that don't have to be profitable if you're venture-backed and you're investing for growth.
[00:17:25.720 --> 00:17:28.680] And so not every business needs to be profitable.
[00:17:28.680 --> 00:17:32.920] But if you're not like investing for growth, then you should be profitable.
[00:17:32.920 --> 00:17:35.880] And even when you're investing for growth, you want to do it in a profitable format.
[00:17:35.880 --> 00:17:41.800] So, I still believe in a strong EBITDA, strong profitability, having strong margins in place.
[00:17:41.800 --> 00:17:48.720] That's one of the things we talk about constantly inside a Millionaire Founders Club: what are your target margins across your products, across your thing?
[00:17:48.720 --> 00:17:51.120] Tell me about what you see in these businesses.
[00:17:51.680 --> 00:17:54.800] How are you driving profitability through operations?
[00:17:54.800 --> 00:17:56.640] A lot of it is efficiency.
[00:17:56.640 --> 00:17:58.080] So, you don't know what you don't know, right?
[00:17:58.080 --> 00:18:19.120] And when you're running solo or where you're running with a very lean team of incredible admins that don't necessarily have the acumen or the experience to realize, like, we are bleeding money left and right through either manual processes that can be automated, or we're using tech that we shouldn't be using, or we're throwing money into ads, and it's not bringing back, there's no return of investment there.
[00:18:19.680 --> 00:18:27.280] When you don't have someone looking at those things, and as the CEO, you're not really thinking of those things, you're thinking of like, how can I bring in even more business?
[00:18:27.280 --> 00:18:29.200] It's very difficult to stay profitable.
[00:18:29.200 --> 00:18:32.000] It's really easy to spend money when you're a business owner.
[00:18:32.000 --> 00:18:32.720] It's so true.
[00:18:32.720 --> 00:18:34.080] I want you to like say that line again.
[00:18:34.080 --> 00:18:38.240] It's so easy to spend money as a business owner, and there's so much that you have to like.
[00:18:38.240 --> 00:18:44.240] You're constantly feeling, I feel like I'm just constantly throwing my wallet at this next tool, the next person, the next thing.
[00:18:44.240 --> 00:18:47.040] And you have to be able to track measurement of success.
[00:18:47.040 --> 00:18:52.800] And I think that's what operations really allows: the trackability of what is important to see that successful.
[00:18:52.800 --> 00:18:56.560] If we are spending money on ads, how do we track that that is successful?
[00:18:56.560 --> 00:18:59.040] How do we track that that return comes back?
[00:18:59.360 --> 00:19:03.280] And so, and people are your most expensive tool.
[00:19:03.280 --> 00:19:06.640] So, the most expensive tool that you have in your business is people.
[00:19:06.960 --> 00:19:10.640] And I will say, you run the greatest team.
[00:19:10.640 --> 00:19:16.240] Like, I've seen, I've worked with your team hand in hand across everything, like across every department.
[00:19:16.240 --> 00:19:18.240] And you drive such efficiency.
[00:19:18.240 --> 00:19:21.280] They're so incredibly productive.
[00:19:21.280 --> 00:19:26.240] What are like, how do you drive efficiency within the team the way that you do?
[00:19:26.240 --> 00:19:27.280] Processes.
[00:19:27.280 --> 00:19:28.480] Okay, tell me more.
[00:19:28.480 --> 00:19:29.800] It's all process-oriented.
[00:19:29.800 --> 00:19:31.720] We stick to a strict scope.
[00:19:29.520 --> 00:19:33.160] I don't like the fluff.
[00:19:33.480 --> 00:19:37.880] So, when it comes to, for example, like administrative work, taking a look at the workload.
[00:19:37.880 --> 00:19:41.560] How much of this workload is just stuff that you're doing because you're used to doing it?
[00:19:41.560 --> 00:19:42.360] Is it driving?
[00:19:42.680 --> 00:19:43.720] Can you give me an example?
[00:19:43.720 --> 00:19:49.080] So, like, as like, so how can, because we've got CEOs in the audience that are listening, they've got teams.
[00:19:49.080 --> 00:19:53.880] What are some things that they can audit or check in on to say, hey, I see inefficiency?
[00:19:53.880 --> 00:19:56.760] And then, how do you have those, like, how do you drive that efficiency?
[00:19:56.760 --> 00:19:59.160] So, for example, inbox management is a big one.
[00:19:59.320 --> 00:20:08.840] If your EA, VA assistant is in there handling emails, you are most likely 60 or 70% of them are going to be the same type of emails.
[00:20:08.840 --> 00:20:20.760] If you don't have templates locked and loaded inside of your email software, you're wasting so much time there with having your assistant having to type and retype all of these different emails with the same, it's the same concept, right?
[00:20:20.760 --> 00:20:27.800] So, like, if you have an inquiry for a podcast, you should have a canned email that then can be customized to the inquiry.
[00:20:27.800 --> 00:20:33.240] And that's saving your assistant so much time and effort because they're not having to reinvent the wheel.
[00:20:33.800 --> 00:20:34.920] And it's done the way you want it.
[00:20:34.920 --> 00:20:35.160] Exactly.
[00:20:35.160 --> 00:20:37.160] It's done the way you want it with your brand voice.
[00:20:37.160 --> 00:20:38.120] It's already approved by you.
[00:20:38.120 --> 00:20:42.200] So, then that way you sleep easy knowing that it's being done in your way.
[00:20:42.200 --> 00:20:43.720] And they're saving so much time.
[00:20:43.720 --> 00:20:46.600] Granted, so much time, I mean, 20 minutes here, 30 minutes there.
[00:20:46.600 --> 00:20:50.600] But when you look over the month, that's several hundreds of dollars that you're saving.
[00:20:50.600 --> 00:20:51.000] Yeah.
[00:20:51.320 --> 00:20:58.680] And then, on, you know, like, I think one of the things that we kind of get nervous about, and I'll speak for all of us non-tech folks here.
[00:20:58.680 --> 00:21:04.520] It's like, that makes complete sense that, you know, have these this process in prayer in place.
[00:21:04.520 --> 00:21:06.600] I like fully want to have an SOP for everything.
[00:21:06.600 --> 00:21:14.440] Like, I wish I had the perfect drive that had all the perfect processes with every SOP outlined, everything is approved, boom, boom, boom.
[00:21:14.440 --> 00:21:16.240] But where do you begin?
[00:21:14.840 --> 00:21:16.400] Right?
[00:21:16.560 --> 00:21:21.360] Like, it's like it feels like this elephant is so, and I'm about to answer about to answer my own question.
[00:21:21.360 --> 00:21:24.080] You bite it one, you eat the elephant one bite at a time.
[00:21:24.080 --> 00:21:26.880] I know, but it feels so overwhelming.
[00:21:26.880 --> 00:21:27.680] It is overwhelming.
[00:21:28.960 --> 00:21:30.960] So, how do you begin when you come into the business then?
[00:21:30.960 --> 00:21:32.080] Like, where would you start?
[00:21:32.080 --> 00:21:35.680] So, I start at the profitability, where are we losing money?
[00:21:35.680 --> 00:21:38.080] A lot of the times, it's the follow-up with like failed payments.
[00:21:38.080 --> 00:21:38.960] Oh, my God, that.
[00:21:38.960 --> 00:21:40.240] That's a huge one.
[00:21:40.240 --> 00:21:45.040] So, immediately we just recoup the investment through that and create a process there.
[00:21:45.040 --> 00:21:47.760] And then the next thing is client-facing so that we retain clients.
[00:21:47.760 --> 00:21:49.360] So, then that way we're not losing money.
[00:21:49.360 --> 00:21:49.920] Okay.
[00:21:49.920 --> 00:21:55.360] So, anything having to do, yeah, with like profit loss, but also client experience.
[00:21:55.360 --> 00:21:57.600] Those are the two places I start every single time.
[00:21:57.600 --> 00:21:59.520] They make the most impact on the business.
[00:21:59.520 --> 00:22:10.720] Once that's all set and it's all streamlined, and the team is trained on it, because you can have all the SOPs in the world, but if your team is not trained and executing, it does not matter how many documents you have.
[00:22:10.720 --> 00:22:50.840] Okay, so step number one: if you like, if we're just beginning from like from scratch on like what would be the biggest things to go solve for in profitability would be go check on payments and having more systems streamlined for payments and then two would be on the client experience those would be your top one and two to go tackle in operations i think that's such an important tip and payments are truly the heart of your business and even i the person who knows this who's created an entire payment network that like even within seo school like when you came in that was the first place that we sat and we're like so many failed payments so many customers that are still in our systems that don't need to be that we need to like just clean up the experience.
[00:22:50.840 --> 00:22:53.480] And so starting there is definitely the first place.
[00:22:53.480 --> 00:22:55.320] I fully agree with that.
[00:22:55.320 --> 00:23:07.560] And you can create processes in place that like even if you don't have the that extra team to like the accounting person or that team member, even having those templates to go collect the like go collect your money.
[00:23:07.560 --> 00:23:16.440] But why is it like we just like we're so busy, I guess, running everything chasing or like getting the next client doing the next thing we've got to get in to solve for it.
[00:23:16.440 --> 00:23:19.160] Yeah, and honestly though, I'm going to be so real with you.
[00:23:19.160 --> 00:23:22.120] CEOs don't want to be having those conversations with their clients.
[00:23:22.120 --> 00:23:23.400] There's I don't think they should.
[00:23:23.400 --> 00:23:23.880] No, they should.
[00:23:23.880 --> 00:23:25.240] So I don't think that you should.
[00:23:25.240 --> 00:23:29.240] I actually feel like I'll get in the way and I've gotten in the way I'm like, oh, this is easy.
[00:23:29.240 --> 00:23:30.040] Like this is my client.
[00:23:30.040 --> 00:23:32.040] Let me just go solve the situation.
[00:23:32.040 --> 00:23:34.840] And it actually is not the right way of communication.
[00:23:34.840 --> 00:23:39.880] Like your team should be handling payment-related issues with the client.
[00:23:39.880 --> 00:23:49.560] So I think that that's like a very important rule to have where you as a CEO, you should be able to come in if we can't resolve the issue.
[00:23:49.560 --> 00:24:00.120] But support payments, accounting, that should be with, even if it's an alias account that does it or an assistant that does it, it has to be separate in communication.
[00:24:00.120 --> 00:24:00.840] I agree with that.
[00:24:00.840 --> 00:24:01.720] 100%.
[00:24:01.720 --> 00:24:08.360] Like as a solopreneur, like you said, an alias account, hey, it's my assistant, blah, blah, blah.
[00:24:08.360 --> 00:24:09.160] Have them do it.
[00:24:09.160 --> 00:24:11.960] However, there needs to be like that separate, that emotional separation.
[00:24:11.960 --> 00:24:16.120] As business owners, too, we are so emotionally involved with our business.
[00:24:16.120 --> 00:24:19.800] We should not be making emotional decisions, but we are still emotionally involved.
[00:24:19.800 --> 00:24:26.440] And when it comes to failed payments, recurring failed payments, we're going to feel some type of way about it.
[00:24:26.440 --> 00:24:27.400] And that's so normal.
[00:24:28.040 --> 00:24:32.600] More 90% of the time, the client doesn't even know that the payment failed because they're so busy.
[00:24:32.600 --> 00:24:33.000] Yeah.
[00:24:33.000 --> 00:24:34.680] That they have no idea.
[00:24:34.680 --> 00:24:36.840] Yeah, and then it just is like completely wrapped up.
[00:24:36.840 --> 00:24:37.400] Yeah, right.
[00:24:37.400 --> 00:24:37.880] Exactly.
[00:24:37.880 --> 00:24:44.120] So, so payments is the first place that you go into usually where you find the biggest level of like, let me go fix this.
[00:24:44.120 --> 00:24:50.320] And I love that you talked about client experience because earlier last episode, we talked about falling in love with your customers.
[00:24:50.640 --> 00:24:59.440] And I do think that that's one of the things, like when we, you and I sat down to talk about Millionaire Founders Club, we got this huge program off the ground.
[00:24:59.440 --> 00:25:05.440] And, you know, I was like, it went really well, but now we have like all of these women in.
[00:25:05.440 --> 00:25:07.920] How do we just create that super client experience?
[00:25:07.920 --> 00:25:12.000] And it was like actually listening, not just the customer surveys, talking to members.
[00:25:12.080 --> 00:25:14.160] We're like, how can we elevate communications?
[00:25:14.160 --> 00:25:15.760] How can we elevate onboarding?
[00:25:15.760 --> 00:25:20.240] How can we elevate even things like when we show up for our Zoom calls?
[00:25:20.240 --> 00:25:25.120] And we've gone through so many iterations of just pain points.
[00:25:25.120 --> 00:25:29.680] And an operational brain can just see it, solve for it.
[00:25:29.680 --> 00:25:32.160] And so I love that we talked about client experience.
[00:25:32.160 --> 00:25:33.040] It's so important.
[00:25:33.040 --> 00:25:35.920] I mean, and clients are the life and blood of your business.
[00:25:35.920 --> 00:25:36.320] Yeah.
[00:25:36.320 --> 00:25:38.960] You know, they're the reason why we're in business and why we do what we do.
[00:25:38.960 --> 00:25:42.560] So it's just so important that their experience is seamless from beginning to end.
[00:25:42.560 --> 00:25:45.920] And happy clients refer clients your way.
[00:25:45.920 --> 00:25:47.360] And great people know great people.
[00:25:47.360 --> 00:25:47.760] Yeah.
[00:25:47.760 --> 00:25:49.280] Great people do know great people.
[00:25:49.280 --> 00:25:52.000] She's some good warning language, Tamara.
[00:25:52.000 --> 00:25:57.840] Okay, I want to shift gears a bit and talk about, like, I feel like you know so much crazy.
[00:25:57.840 --> 00:26:01.520] Like, I feel like our offline conversations are so fun.
[00:26:02.160 --> 00:26:06.960] Just you get to see people's businesses, and it's like literally being in someone's house.
[00:26:06.960 --> 00:26:08.960] Like, you're in someone's house.
[00:26:08.960 --> 00:26:11.440] You could see if they're messy, you could see what's on the table.
[00:26:11.440 --> 00:26:12.080] You could see what's happening.
[00:26:12.320 --> 00:26:13.920] You could see all the things.
[00:26:13.920 --> 00:26:16.560] What are some of the biggest mistakes?
[00:26:16.560 --> 00:26:18.960] And like, and I and I want to be like graceful.
[00:26:18.960 --> 00:26:20.720] Like, we're all making mistakes.
[00:26:20.720 --> 00:26:28.320] I mean, you came into my business, there's like a million things that you were like, we're going to fix this right away but you've you've come into so many different businesses that you serve.
[00:26:28.320 --> 00:28:09.360] What are the top things that you see or patterns that you see um in operations that are like so solvable and that you're like here's the top things that let's look let's look at those in our business so entrepreneurs there's a blueprint for us right so like we're we're all the same at our core visionaries we all have a million different ideas we all try to execute all the things on our own we all think that we're the only ones that can do a specific task all of that lends itself to overwhelm and nothing getting done so when i come into a business more often it is just half finished projects half finished thoughts half finished tasks and a very overwhelmed and passionate individual that just really wants these things to work but they don't understand why it's not working and the reason is that you can't do it all you can't be the ceo and the coo and the cmo and your accountant and your social media there's no way that you can do all of those things in the beginning sure you have the the drive and the hustle and the desire to make it work to hustle through six months a year 18 months but then you hit a wall because you can't do it all and deliver quality it's very true so coming in it's just we've all been there we've all been there and i i feel like if you haven't been there yet you will be there soon and it is it is a true um marker of a business a business yeah we all have to go it's like a run-of-age type of rite of passage a rite of passage yeah where you got to go through it you have to go through it and then the biggest mistake that i see is um business owners not being able to let go of tasks of responsibilities because, well, it's my baby.
[00:28:09.360 --> 00:28:10.080] This is my baby.
[00:28:10.080 --> 00:28:10.720] I've worked so hard.
[00:28:10.720 --> 00:28:11.200] And it's true.
[00:28:11.200 --> 00:28:12.240] Your business is your baby.
[00:28:12.240 --> 00:28:22.880] Like, you put so much love, blood, sweat, and tears into it late nights, weekends, and it's okay, but someone else can do these tasks better than you can.
[00:28:22.880 --> 00:28:30.560] You are so good at being the business owner, the practitioner, the consultant, the speaker.
[00:28:30.560 --> 00:28:33.600] You're not necessarily the best at admin.
[00:28:33.920 --> 00:28:35.520] You have friction around it.
[00:28:35.520 --> 00:28:37.760] You are procrastinating.
[00:28:37.760 --> 00:28:42.160] It's taking you three times as long to get through that inbox because you don't want to do it.
[00:28:42.160 --> 00:28:42.800] Yeah.
[00:28:42.800 --> 00:28:44.240] You don't want to do that.
[00:28:44.240 --> 00:28:47.920] So the pattern is not letting go.
[00:28:47.920 --> 00:28:48.640] Not letting go.
[00:28:48.640 --> 00:28:49.520] Not letting go.
[00:28:49.520 --> 00:28:51.360] And then the half thoughts, like doing it all.
[00:28:51.840 --> 00:28:52.320] Right.
[00:28:52.640 --> 00:28:53.760] And it's all stories.
[00:28:53.760 --> 00:28:54.880] It's all stories.
[00:28:54.880 --> 00:28:56.560] And it's easily fixable.
[00:28:56.560 --> 00:28:57.520] And what are those stories?
[00:28:57.520 --> 00:29:00.720] Because I think the story in my head before is like, well, no one can do it.
[00:29:00.720 --> 00:29:01.680] They're my perfectionism.
[00:29:01.840 --> 00:29:04.000] That's the story I for sure can validate.
[00:29:04.000 --> 00:29:06.080] And then it's too expensive, right?
[00:29:06.080 --> 00:29:09.760] Like, that's the biggest thing that it's like, oh, it's, but the right tools can also affect.
[00:29:09.760 --> 00:29:11.280] You don't always need humans for everything.
[00:29:11.280 --> 00:29:12.320] Can we talk about that?
[00:29:12.320 --> 00:29:13.680] Yeah, you don't need humans for everything.
[00:29:13.680 --> 00:29:16.240] Tech can take you a long way.
[00:29:16.240 --> 00:29:21.920] However, it's more expensive to fix a problem than it is to get the right people in at the beginning.
[00:29:22.240 --> 00:29:26.640] Because you're wasting not only time, but you're wasting money, effort, energy.
[00:29:26.640 --> 00:29:30.880] So if you were, for example, like what I like, people always ask me, like, when should I bring in a virtual assistant?
[00:29:31.520 --> 00:29:40.240] And it's, if you're making $4,000 to $5,000 a month, not that much, $4,000 to $5,000 a month, you can afford a virtual assistant to come in and start taking.
[00:29:40.480 --> 00:29:41.440] Even if it's part-time.
[00:29:41.440 --> 00:29:42.240] Part-time.
[00:29:42.240 --> 00:29:47.200] And not, and by part-time, I mean like five hours a week, 10 hours a month.
[00:29:47.200 --> 00:29:50.560] It doesn't have to be a lot to start, but it frees you up.
[00:29:50.560 --> 00:29:53.120] And it gets you in the habit of delegation.
[00:29:53.760 --> 00:29:59.800] And the more that you delegate, the more time you have to go make money and to network and to get in front of the right people.
[00:29:59.360 --> 00:30:01.720] So there's a lot that we can do there.
[00:30:02.600 --> 00:30:09.000] And it's really easy for things to get done the way that you want it to get done when you have processes.
[00:30:09.000 --> 00:30:13.880] And you don't have to have like these complicated 12-page PDFs and videos.
[00:30:13.880 --> 00:30:20.520] You can create a easy loom, so like a screen recording walkthrough of this is how I do X, Y, and Z.
[00:30:20.520 --> 00:30:22.360] This is how I onboard a client.
[00:30:22.360 --> 00:30:23.000] That's it.
[00:30:23.000 --> 00:30:23.480] That's it.
[00:30:23.480 --> 00:30:27.320] I really do think what you said on like it starts early.
[00:30:27.320 --> 00:30:33.560] Like delegation is one of the biggest, like the best traits of successful people.
[00:30:33.560 --> 00:30:36.440] And I see constantly that we hoard it.
[00:30:36.440 --> 00:30:40.120] I literally will fight with like my husband.
[00:30:40.120 --> 00:30:42.840] He like is has always been a small team guy.
[00:30:42.840 --> 00:30:44.680] Him and his partners literally do everything.
[00:30:44.680 --> 00:30:49.960] We're like the complete opposite of like, I'm like, my family calls me like master delegator.
[00:30:49.960 --> 00:30:52.520] My mom's like, you would literally delegate out having your children.
[00:30:52.520 --> 00:30:55.720] I'm like, I honestly, I would have if I had like the option to.
[00:30:55.720 --> 00:30:59.000] I could delegate every single thing out.
[00:30:59.320 --> 00:31:01.160] And that's not always like a full good thing either.
[00:31:01.160 --> 00:31:05.240] Because then like right now when I'm like building a startup again and I have to like be the one to do, I like forgot.
[00:31:05.320 --> 00:31:06.440] I'm like, who's going to do that?
[00:31:06.440 --> 00:31:07.560] I'm like, oh yeah, that's me.
[00:31:07.560 --> 00:31:09.160] Like it's like literally talking to a mirror.
[00:31:09.160 --> 00:31:10.680] I'm like, I got to do it now.
[00:31:11.000 --> 00:31:13.000] But it is such a strong skill set.
[00:31:13.000 --> 00:31:18.120] And I think that you have to, like, once you kind of embrace it, it unlocks that next thing.
[00:31:18.120 --> 00:31:22.680] And we always talk about like, it's the $10 task versus the $1,000 task.
[00:31:22.680 --> 00:31:30.440] So why are we so afraid of letting it go and paying somebody to do it that's going to do it way better than I am?
[00:31:30.440 --> 00:31:33.800] So then I can go get the $1,000 thing deal done.
[00:31:34.520 --> 00:31:36.280] And that applies to everything.
[00:31:36.280 --> 00:31:36.760] Everything.
[00:31:36.760 --> 00:31:41.640] Your home, your life, every single thing is that $10 task versus a $1,000 task.
[00:31:41.640 --> 00:31:47.920] But we are so caught up in our psyche of it's truly the letting go that and the story is no one can do it.
[00:31:47.920 --> 00:31:48.800] It's too complex.
[00:31:44.840 --> 00:31:50.320] No one can do it because I know how to.
[00:31:50.480 --> 00:31:53.520] No one can do it because XYZ.
[00:31:53.520 --> 00:31:54.800] And that's not the truth.
[00:31:54.800 --> 00:31:57.520] Somebody else can do it and they can actually do it better.
[00:31:57.520 --> 00:31:58.080] Exactly.
[00:31:58.080 --> 00:32:01.680] Yeah, we're just, we're all in our way, and especially as women, I think.
[00:32:01.680 --> 00:32:02.160] Yeah.
[00:32:02.160 --> 00:32:08.480] Oh, because we are conditioned by our upbringing, by society, and everything that we are the caretakers of everything.
[00:32:08.480 --> 00:32:10.400] Everything is our responsibility.
[00:32:10.640 --> 00:32:19.520] And also because we are so by nature nurturing, we and we take everything on ourselves.
[00:32:19.520 --> 00:32:23.600] It is very conditioned in who we are, nature and nurture.
[00:32:24.160 --> 00:32:29.280] And we have to rewrite that story where we are deserving of support.
[00:32:29.280 --> 00:32:33.120] It comes down to the mindset around and like feeling, do I deserve this?
[00:32:33.120 --> 00:32:34.880] And it's like, we are deserving of support.
[00:32:34.880 --> 00:32:38.320] We are deserving of having people in our lives cheer us on.
[00:32:38.320 --> 00:32:42.080] My business is deserving of other people believing in it as much as I do.
[00:32:42.080 --> 00:32:42.960] Oh.
[00:32:42.960 --> 00:32:43.760] Oh, I love that.
[00:32:43.760 --> 00:32:45.280] I gotta like, we have to record that.
[00:32:45.280 --> 00:32:50.000] We have to re-listen, like rewind and re-listen to that because that's it's so true.
[00:32:50.000 --> 00:32:52.560] It's that it's it is it's nature and nurture.
[00:32:52.560 --> 00:32:58.400] I still feel like I have to, even though I delegate out everything, it's still that voice in my head that I have to do all of it.
[00:32:58.400 --> 00:33:00.080] We all have that to do.
[00:33:00.080 --> 00:33:03.360] And so this is your reminder: you don't have to do it all.
[00:33:03.360 --> 00:33:04.080] You don't.
[00:33:04.080 --> 00:33:05.600] You get to do the things that you love.
[00:33:05.600 --> 00:33:09.520] And there's, and to be successful, you're still going to have to do some things that you don't love.
[00:33:09.520 --> 00:33:10.320] So let's be honest.
[00:33:10.320 --> 00:33:12.560] You're still going to have to do things that you don't love.
[00:33:12.560 --> 00:33:21.280] But the administrative part, the majority of like the mundane stuff can get off of your plate and it can be operationalized.
[00:33:21.280 --> 00:33:21.680] Yeah.
[00:33:21.680 --> 00:33:22.240] Right?
[00:33:22.560 --> 00:33:29.760] What are some of the other, so like some of the other, not just flags, but what are some of the things that you're like, please stop doing this?
[00:33:30.520 --> 00:33:31.000] I love this.
[00:33:31.080 --> 00:33:31.800] Just say it.
[00:33:31.800 --> 00:33:32.600] I love this.
[00:33:32.600 --> 00:33:33.960] So just say it.
[00:33:34.280 --> 00:33:40.520] You know how like the other day I gave you an Airtable sheet and I had like your own tab that's at Sunira and then just use this sheet.
[00:33:40.520 --> 00:33:41.480] Just use this sheet.
[00:33:41.480 --> 00:33:41.880] Yeah.
[00:33:41.880 --> 00:33:58.360] So when my CEOs go in and they just want to get something done now because they've had a bout of inspiration and then like all the tech breaks because they don't know that there's like five zaps behind it and a bunch of other things that are contingent on a specific trigger.
[00:33:59.000 --> 00:34:03.480] So it's that control piece of you can delegate.
[00:34:03.480 --> 00:34:13.080] And again, if you have a team that you trust that has proven themselves, trust them to execute and have that foresight of.
[00:34:13.720 --> 00:34:14.280] I love that.
[00:34:14.280 --> 00:34:17.240] That's so funny that you like brought that up because I asked for something.
[00:34:17.240 --> 00:34:21.880] I was like, oh, let me help you with like there was like some like payments that were dear or whatever.
[00:34:21.880 --> 00:34:23.640] I was like, I'll go in and I'll write my notes.
[00:34:23.640 --> 00:34:27.160] So she sends me back the Airtable, which is a tool, new tool that we're using.
[00:34:27.160 --> 00:34:30.200] And I want to get into the tools, like your best top tools.
[00:34:30.520 --> 00:34:33.880] So she sends me the spreadsheet or like the sheet within it.
[00:34:33.880 --> 00:34:38.440] And it says, Sunira's only use this, like only use this.
[00:34:38.440 --> 00:34:40.440] And I was like, oh, did you think I was going to like break stuff?
[00:34:40.440 --> 00:34:41.320] I just wanted to view it.
[00:34:41.320 --> 00:34:42.120] And she's like, no.
[00:34:42.120 --> 00:34:43.800] But she's like, you'd be surprised.
[00:34:43.800 --> 00:34:45.560] Like, just use that sheet only.
[00:34:45.560 --> 00:34:49.240] But that's really important to just get out of the way and to trust the team.
[00:34:49.240 --> 00:34:53.560] And, you know, I do think that that's an important thing.
[00:34:53.560 --> 00:34:55.400] What are the other like please stops?
[00:34:55.400 --> 00:35:00.680] Like, or like in the business or like something operational or like tools that people are using, like that's so outdated.
[00:35:01.000 --> 00:35:12.280] So something I see a lot too is people trying to use project management tools like ClickUp or Asana and making it very, very complicated because you also don't, you're not a project manager.
[00:35:12.280 --> 00:35:16.160] As a business owner, you're not a project manager and that's okay.
[00:35:16.160 --> 00:35:16.640] You don't have to.
[00:35:16.800 --> 00:35:17.600] That is a skill set.
[00:35:17.600 --> 00:35:18.560] That is a skill set.
[00:35:14.920 --> 00:35:21.360] We have people that are trained on that, that go to school for that.
[00:35:22.880 --> 00:35:31.280] And it's like this like super convoluted tool where now you have a million different tasks in a million different lists and none of it makes sense and things get lost.
[00:35:31.280 --> 00:35:44.160] So a lot of the things that we do too, if a business has been around for like three to five years, is we spend a lot of time cleaning up and then setting up that project management system in a way that makes sense and creating dashboards for our CEOs so that they never have to go into the tool.
[00:35:44.400 --> 00:35:44.960] I love that.
[00:35:44.960 --> 00:35:47.360] It just like loads their to-do list into a dashboard.
[00:35:47.600 --> 00:35:49.120] God, I love a good dashboard.
[00:35:49.120 --> 00:35:50.160] And it makes it easy.
[00:35:50.160 --> 00:35:52.880] So then that way like you guys don't have to touch anything.
[00:35:52.880 --> 00:35:53.920] Don't even touch anything.
[00:35:54.000 --> 00:35:54.960] Don't touch anything.
[00:35:55.520 --> 00:35:56.240] Don't touch anything.
[00:35:56.240 --> 00:35:59.760] If you take something away from this, is once you have like an ops person, don't be touching things.
[00:35:59.760 --> 00:36:00.400] Isn't that funny?
[00:36:00.400 --> 00:36:03.360] I feel like this is like, I sound like, I feel like it sounds like me as a mom.
[00:36:03.360 --> 00:36:04.320] I'm like, don't touch anything.
[00:36:04.400 --> 00:36:05.280] Like the house is clean.
[00:36:05.440 --> 00:36:06.000] I just did it.
[00:36:06.000 --> 00:36:08.080] Like we have this like, just don't touch anything.
[00:36:08.080 --> 00:36:09.440] Don't break it.
[00:36:09.440 --> 00:36:10.480] That's so funny.
[00:36:10.480 --> 00:36:11.680] What are your favorite tools?
[00:36:11.680 --> 00:36:17.120] So kind of like, what are the tools that are, I think technology has also evolved so much.
[00:36:17.120 --> 00:36:20.160] And I'm like, there's so much great AI stuff happening.
[00:36:20.160 --> 00:36:21.680] How do you feel about AI?
[00:36:21.680 --> 00:36:25.440] What are your top tools that like sometimes it can be so overwhelming?
[00:36:25.440 --> 00:36:26.880] What are the things that you're using?
[00:36:26.880 --> 00:36:28.720] Yeah, so it really depends on the business.
[00:36:28.720 --> 00:36:37.360] We customize our tech stack based on the business that we're going in to, but specifically for my team, we use Slack for communication.
[00:36:37.360 --> 00:36:38.080] Chuck.
[00:36:38.080 --> 00:36:38.960] Incredible.
[00:36:38.960 --> 00:36:39.760] I love Slack.
[00:36:39.760 --> 00:36:41.120] I love Slack Pro.
[00:36:41.120 --> 00:36:42.880] We can go back as far as we need to.
[00:36:42.880 --> 00:36:43.920] The searchability is great.
[00:36:43.920 --> 00:36:47.680] You can drop your voice memos and it automatically creates transcripts, which I really enjoy.
[00:36:47.920 --> 00:36:48.800] I did that yesterday.
[00:36:48.800 --> 00:36:51.360] I actually didn't realize that there was voice notes on Slack.
[00:36:51.360 --> 00:36:57.200] And my team is like, I sent a voice note, and they're like, now it's on Slack, but it transcribes it.
[00:36:57.200 --> 00:36:58.000] So that's good.
[00:36:58.000 --> 00:36:59.360] And it makes it so easy to search.
[00:36:59.360 --> 00:37:00.760] So like you save so much time there.
[00:37:00.760 --> 00:37:01.880] So, love Slack.
[00:37:02.280 --> 00:37:03.640] Internally, we use ClickUp.
[00:36:59.840 --> 00:37:05.480] I love ClickUp the way that I have it set up.
[00:37:05.560 --> 00:37:10.600] It's easy for me to see my team's workload, where they're at, the accountability piece.
[00:37:10.600 --> 00:37:16.520] So, we also do time tracking in there, which helps a lot with literally everything and the type of work that we do.
[00:37:17.000 --> 00:37:19.480] We use Monday, and we're pretty happy with the tool, too.
[00:37:19.480 --> 00:37:20.600] Yeah, Monday's fantastic, too.
[00:37:20.600 --> 00:37:23.480] It's the same thing, differently, truly.
[00:37:23.480 --> 00:37:27.160] And then we share a lot of passwords because we're in a lot of businesses.
[00:37:27.160 --> 00:37:31.160] So, we do use one password for secure password sharing.
[00:37:31.160 --> 00:37:31.960] And that's literally it.
[00:37:31.960 --> 00:37:34.680] Like, our business is so streamlined.
[00:37:34.680 --> 00:37:39.400] Of course, we like hop on Zoom and things like that, but that's like behind the screens.
[00:37:39.400 --> 00:37:40.840] That's what we're using in our tech stack.
[00:37:40.840 --> 00:37:43.080] Most of our clients have courses.
[00:37:43.080 --> 00:37:45.480] So, for example, we use Circle with You.
[00:37:45.960 --> 00:37:49.720] There's so many different tools that all kind of do the same thing.
[00:37:49.720 --> 00:37:50.040] Okay.
[00:37:50.040 --> 00:37:54.360] So, like, Circle and Mighty Network, interchangeable, both fantastic, both beautiful.
[00:37:54.360 --> 00:37:57.800] Kartra and Kajabi, great, interchangeable.
[00:37:57.800 --> 00:38:05.480] It truly depends on what your individual business needs are, which is like why when we come into a business, we do like a business audit and a tech stack audit.
[00:38:05.480 --> 00:38:07.960] And it's like how much of, like, we're doing that for you right now.
[00:38:07.960 --> 00:38:10.040] It's like how many duplicates do we have in here?
[00:38:10.040 --> 00:38:18.920] Because, like, there are things that a tool can do, like, a tool can do multiple things, and you might be paying for like three or four different tools that can do the same thing.
[00:38:18.920 --> 00:38:21.320] I do like, and then streamlining the tools for the team too.
[00:38:21.320 --> 00:38:23.880] So, it's like, this is it, like, this is what we use.
[00:38:23.880 --> 00:38:25.640] Our vendors then use the same thing.
[00:38:25.640 --> 00:38:27.000] Like, we're used to using the same things.
[00:38:27.000 --> 00:38:30.760] I do think it's important to have a strong project management tool for the team.
[00:38:30.760 --> 00:38:35.320] And that is, you know, once, and then you as a leader also have to use it.
[00:38:35.320 --> 00:38:39.320] So, what I will say is that something that I'm really proud of is I learned a lot.
[00:38:39.480 --> 00:38:41.080] I feel like I keep having to learn the tools.
[00:38:41.080 --> 00:38:45.280] Like, I just had to learn Monday fully this last year for my team.
[00:38:44.440 --> 00:38:49.520] And, like, we use HubSpot, and I feel like if you don't use it, then your team's not going to use it either.
[00:38:44.680 --> 00:38:51.680] So, you have to commit to being like, okay, I'm going to do it.
[00:38:51.760 --> 00:38:53.040] I'm going to do the thing.
[00:38:53.040 --> 00:38:54.640] And you just have to use it.
[00:38:54.640 --> 00:38:55.680] And so, you do have to use it.
[00:38:55.680 --> 00:38:57.520] I'm a big fan of Google Suite still.
[00:38:57.520 --> 00:38:59.040] So, like, everything is still Google Suite.
[00:38:59.040 --> 00:39:01.440] So, I don't have separate Dropboxes or this.
[00:39:01.440 --> 00:39:03.120] Like, everything is just in Google Suite.
[00:39:03.120 --> 00:39:05.280] So, like, the simpler, the better.
[00:39:05.280 --> 00:39:07.200] And you used a term called Zap.
[00:39:07.360 --> 00:39:07.920] Zapier.
[00:39:08.000 --> 00:39:10.000] Okay, so that shit scares me.
[00:39:10.000 --> 00:39:14.480] Tell me, like, that, I'm like, it's like, it's literally like the name is Zap too.
[00:39:14.640 --> 00:39:16.960] Like, that is like, like, that is what that is.
[00:39:16.960 --> 00:39:19.200] Tell me about the zap.
[00:39:19.200 --> 00:39:20.080] So it's an integration tool.
[00:39:20.160 --> 00:39:20.800] It's a game changer.
[00:39:20.960 --> 00:39:21.920] It's a game changer.
[00:39:21.920 --> 00:39:22.880] It's an integration tool.
[00:39:23.120 --> 00:39:23.760] We use it everywhere.
[00:39:23.760 --> 00:39:27.520] I've been using it for years and years and years and years, but I don't know how to set that up.
[00:39:27.520 --> 00:39:28.640] So it's an if-then.
[00:39:28.800 --> 00:39:30.880] So if this happens, then that happens.
[00:39:30.880 --> 00:39:33.680] And it just makes all of your tools work together seamlessly.
[00:39:33.680 --> 00:39:45.840] So for example, we have it set up now that if someone comes into MFC and they do Thrivecart, we get notified on Slack, but also it zaps them a contract and it zaps them their welcome email.
[00:39:45.840 --> 00:39:47.440] So that's all interconnected.
[00:39:47.440 --> 00:39:48.160] Automations.
[00:39:48.160 --> 00:39:49.600] Yeah, automations.
[00:39:49.600 --> 00:39:51.760] Talk to me about automations.
[00:39:51.760 --> 00:39:57.840] Okay, so what audited, like, so zaps are what you use for automations, and you don't have to be the expert to do it.
[00:39:57.840 --> 00:39:59.200] Find an expert to do it.
[00:39:59.200 --> 00:40:01.840] Like, that's what, those are the things that you're like, okay, great.
[00:40:01.840 --> 00:40:05.920] But automations save, like, the whole process is so much more single.
[00:40:05.920 --> 00:40:07.600] You don't forget to send the contract.
[00:40:07.600 --> 00:40:08.240] You don't forget.
[00:40:08.240 --> 00:40:11.760] And when that trigger happens of that, then the onboarding email goes out.
[00:40:11.760 --> 00:40:12.880] Then the welcome goes out.
[00:40:12.880 --> 00:40:20.160] It's like, why are we putting like such human thought process into things versus just letting the tools do their job?
[00:40:20.160 --> 00:40:22.480] A lot of it is that you don't know what you don't know.
[00:40:22.480 --> 00:40:22.880] Yeah.
[00:40:22.880 --> 00:40:26.560] Or the fear around implementing it because you don't know how to integrate something.
[00:40:26.560 --> 00:40:30.920] And that's totally normal, but then like you're wasting all this money on human labor.
[00:40:29.600 --> 00:40:33.560] I still have so much to talk about and we're like literally on time.
[00:40:33.960 --> 00:40:34.440] I have one more.
[00:40:29.840 --> 00:40:35.960] We're going to have to do a part two, but I really do.
[00:40:36.040 --> 00:40:42.600] I'm so curious as to, I have so many thoughts on AI and like what are your favorite tools?
[00:40:42.600 --> 00:40:44.440] How do you feel about ChatGPT?
[00:40:45.240 --> 00:40:51.640] We could probably like spend forever on this, but just high-level, give me like what we should be thinking about as business owners today.
[00:40:51.640 --> 00:40:53.480] Yeah, that's like a whole other situation.
[00:40:53.480 --> 00:41:00.600] But AI is, I believe, if you want Tamara back, screenshot this right here and say, we want more ops.
[00:41:00.840 --> 00:41:13.560] And I'm going to be tagging everything in the show notes of behind the screens and just like everything will be linked so you can connect with Tamara and her team and fill out a form that she'll probably put in the show notes.
[00:41:13.560 --> 00:41:16.920] It'll automatically connect to whatever, that'll automatically give you a response.
[00:41:16.920 --> 00:41:17.960] Like it'll all be set.
[00:41:17.960 --> 00:41:22.920] So just go to the show notes and click the button and you'll be able to figure out how to get all of this done.
[00:41:22.920 --> 00:41:24.840] So in Tamara, we trust.
[00:41:24.840 --> 00:41:28.280] But what are the AI tools that you love?
[00:41:28.280 --> 00:41:30.920] So for AI, again, I'm still exploring.
[00:41:30.920 --> 00:41:32.200] I'm still finding the things that I love.
[00:41:32.200 --> 00:41:35.320] I do think that AI is your friend, but it is a tool.
[00:41:35.320 --> 00:41:37.160] It's not like the end-all, be-all.
[00:41:37.160 --> 00:41:43.960] And the mistake that I'm seeing recently in the past year is that people are just using AI to like, for example, like crank out like all of their content.
[00:41:43.960 --> 00:41:54.520] You can use AI for like how we use, like brainstorming and getting like the key, you know, the key takeaways, but then there needs to be like this human touch because algorithm recognizes algorithm.
[00:41:55.160 --> 00:41:59.000] And it doesn't hit the same way that like human content hits.
[00:41:59.000 --> 00:42:01.000] Humans recognize algorithm now.
[00:42:01.160 --> 00:42:02.680] At this point, we're so trained for it.
[00:42:02.680 --> 00:42:07.400] I am so over seeing ChatGPT on social media everywhere.
[00:42:07.400 --> 00:42:10.440] Like a human recognizes now ChatGPT.
[00:42:10.440 --> 00:42:12.520] You could tell all day, every day.
[00:42:12.520 --> 00:42:15.680] And it is great that it does like pump out content.
[00:42:15.680 --> 00:42:17.120] It does do like the things.
[00:42:17.120 --> 00:42:18.400] Use it to brainstorm.
[00:42:14.840 --> 00:42:20.560] I literally love ChatGPT.
[00:42:20.720 --> 00:42:25.920] I use it every single day, but I don't use it to copy-paste content.
[00:42:25.920 --> 00:42:27.760] I don't use it to write the proposal.
[00:42:27.760 --> 00:42:32.000] I don't use it to, I use it to help and assist me to make it faster.
[00:42:32.000 --> 00:42:41.200] Right now, when I sat for the episode outlines, I literally have a prompt, and you can train your Chat GPT to have your tone.
[00:42:41.200 --> 00:42:42.400] You can feed it information.
[00:42:42.560 --> 00:42:43.760] It's so helpful.
[00:42:43.760 --> 00:42:47.760] I have submitted within my ChatGPT for the podcast.
[00:42:47.760 --> 00:42:49.680] It has its own little section.
[00:42:49.680 --> 00:42:52.240] And I'm like, you know, it's February.
[00:42:52.240 --> 00:42:54.480] Here's what I'm thinking for my outlines.
[00:42:54.480 --> 00:42:55.520] I really want to talk about this.
[00:42:55.520 --> 00:42:56.480] I really want to talk about that.
[00:42:56.480 --> 00:42:59.600] Let's brainstorm some like topic and ideas.
[00:42:59.600 --> 00:43:01.680] And so then she's like spitting back out me.
[00:43:01.760 --> 00:43:02.880] She's like, oh, let's do this.
[00:43:02.880 --> 00:43:03.440] Let's do that.
[00:43:03.440 --> 00:43:08.800] Like, I literally talk to ChatGPT as if it's like my teammate brainstorming.
[00:43:08.800 --> 00:43:14.800] And then we create like episode outlines, but I'm not like using it to like script it out or to do whatever.
[00:43:14.800 --> 00:43:19.840] Like we're literally talking back and forth to help me brainstorm and then put it together.
[00:43:19.840 --> 00:43:26.240] I also use ChatGPT before I send a big email to my team for whatever, like I copy, like anything for copy editing.
[00:43:26.240 --> 00:43:28.960] Boom, it's so nice to do copy editing.
[00:43:28.960 --> 00:43:30.240] Like literally throw it in there.
[00:43:30.560 --> 00:43:38.000] I use it for so many different things, but what I see online right now constantly is that blanket copy paste.
[00:43:38.000 --> 00:43:40.000] And it's really frustrating.
[00:43:40.000 --> 00:43:44.000] I see it like from vendors, from partners, from social.
[00:43:44.000 --> 00:43:49.040] Like we can all see through it and you're going to get called out for it.
[00:43:49.040 --> 00:43:49.440] Yeah.
[00:43:49.760 --> 00:43:56.160] And I mean, I do think that down the line, there are going to be there's going to be legislation around this type of stuff.
[00:43:56.160 --> 00:44:17.800] And Chat GPT and AI does not replace the the incredible conversion copywriters that are out there i'm same with like digital art it doesn't replace like and it shouldn't replace like the incredible artists that are out there um it is just a tool a tool that we should be leveraging because it does save us time it does save us energy However, it is one of those things where it's going to give you what you give it.
[00:44:17.800 --> 00:44:23.320] So if you just pop in a prompt and that's it, it's going to give you very generic information.
[00:44:23.320 --> 00:44:27.480] You do have to spend a lot of time with it, training it, talking to it, giving it feedback.
[00:44:27.480 --> 00:44:29.160] No, I don't like how this was written.
[00:44:29.160 --> 00:44:30.120] This is more of my tone.
[00:44:30.120 --> 00:44:32.920] Here are some examples of emails that I've written in the past.
[00:44:33.720 --> 00:44:38.680] Something that I really enjoy using it for is, for me, it's a tone.
[00:44:38.680 --> 00:44:41.240] So like I'll put in an email before I send it out.
[00:44:41.240 --> 00:44:44.120] If it's like a more important email and I'm like, what's the tone of this email?
[00:44:44.120 --> 00:45:34.400] Oh, so then it just like tone checks me because sometimes it's sometimes I'm very excited and I have like 19 different exclamation points in my emails and sometimes it's very like straightforward like hey I need this and it's like does this sound rude and then it'll tell me and it won't like yes man me like my team will be like no it's fine and I'm like is it fine I'm not sure yeah I like I do I use it all the time for like email checks like just like helping me flesh it out or to like expand upon like something clean it up like it's so great I really do think it's such a great tool and there's there's a lot of really great AI tools for your space too talk to an expert that knows it like even for whether you are in podcasting or like you have like even in content even in whatever there are tools that can make things so much more efficient it's fantastic when used right and I'm actually really curious as to like how it's gonna grow and I think that like AI, we actually dropped AI from Worth's name, by the way.
[00:45:34.480 --> 00:45:35.440] So it's worth AI.
[00:45:35.440 --> 00:45:45.200] We actually dropped it from like the logo because AI, we're actually using like generative AI and like how we're using it is really it's it's patented, it's really unique, it's all the things.
[00:45:45.200 --> 00:45:47.200] But AI is going to be parfur course.
[00:45:47.360 --> 00:45:49.440] It's going to be how everything is built.
[00:45:49.440 --> 00:45:51.600] So now everything is going to have that.
[00:45:51.600 --> 00:45:57.520] One of my favorite AI tools actually is a note taker, a great note taker during meetings.
[00:45:57.520 --> 00:46:00.320] I don't like that it sends like you have to know how to like control your settings.
[00:46:00.320 --> 00:46:04.880] So it's not sending read receipts to everyone because we get those from other people.
[00:46:04.880 --> 00:46:09.360] If you use a note taker, make sure that it's turned off and it's private.
[00:46:09.360 --> 00:46:21.200] And a tip that I got from another CEO or from like my board actually is like, don't have note takers as part of like everyone can have their individual note taker that they pay for.
[00:46:21.200 --> 00:46:21.920] Yes, exactly.
[00:46:21.920 --> 00:46:27.440] So don't have it paid by the company because it's pretty much recording everything and you don't want that.
[00:46:27.440 --> 00:46:33.600] So if a team wants to bring in their own note taker, they pay for their own note taker, they have their own things and it's for their private use only.
[00:46:33.600 --> 00:46:37.600] So it's then their controlled environment, my controlled environment, et cetera.
[00:46:37.600 --> 00:46:39.600] So it's not like the company's note taker.
[00:46:40.000 --> 00:46:44.080] That was like a little bit of like, I got that tip and I'm like, hey, that's like a really good one to watch out for AI.
[00:46:44.800 --> 00:46:45.040] Yeah.
[00:46:45.040 --> 00:46:45.440] Yeah.
[00:46:45.440 --> 00:46:45.920] Yeah.
[00:46:46.240 --> 00:46:48.080] And I mean, it's fantastic too.
[00:46:48.080 --> 00:46:53.040] Like, for example, entrepreneurs, note takers for sales calls.
[00:46:53.040 --> 00:47:00.160] So then that way you can be fully present in these calls and then afterwards you can go through your note taker, make your proposals.
[00:47:00.160 --> 00:47:00.880] Action items.
[00:47:00.880 --> 00:47:06.880] I literally only use it to be like, give me my action items from this thing or put together everyone's action items.
[00:47:06.880 --> 00:47:19.280] I do it to also like have it where I'll flag, like I'll tag, like it'll like go into a library of what kind of meetings there are so I can go back and reference and even write out, be like, write me a thank you response.
[00:47:19.280 --> 00:47:23.680] So it's like based on the conversation like of like, let's say I had a potential client conversation.
[00:47:23.760 --> 00:47:27.200] It's like, thank you so much for our conversation today.
[00:47:27.200 --> 00:47:28.480] This was like the next steps.
[00:47:29.280 --> 00:47:31.480] Here's like the stuff already ready to go.
[00:47:31.480 --> 00:47:33.160] And then I can take it from that meeting.
[00:47:33.160 --> 00:47:34.600] Like that is such a time saver.
[00:47:29.840 --> 00:47:36.200] I love my computer.
[00:47:36.520 --> 00:47:38.600] Things don't fall through the cracks because that's also the thing.
[00:47:38.600 --> 00:47:40.680] It's like you want to be present, you want to be taking notes.
[00:47:41.320 --> 00:47:42.360] And it's too much.
[00:47:42.360 --> 00:47:53.640] But with this type of AI, for us especially, I mean, like in the meetings that we have, it's just so easy for me to then just be able to go through and it's like, okay, like this is stuff for Lily to do, for me to do, for Marielle to do.
[00:47:54.040 --> 00:47:57.480] And it's, and again, I can, you know, we can talk about this all day.
[00:47:57.480 --> 00:48:01.880] It's just like project management and AI and how we can load this into the tool and have it do its thing.
[00:48:01.880 --> 00:48:07.160] But I think the lesson or like the big takeaway is really there is there are great things to leverage.
[00:48:07.160 --> 00:48:08.520] We don't have to do all of it either.
[00:48:08.520 --> 00:48:09.880] So you don't need to be overwhelmed.
[00:48:09.880 --> 00:48:11.240] We don't need to have all the tools.
[00:48:11.240 --> 00:48:13.720] I do think that that is a big lesson for me.
[00:48:13.720 --> 00:48:28.600] It's like this, like as simple as we can make our tech stack, as simple as we can make our process and operations, as simple as we can make our billing, our pricing, all the things just makes the business life easier and it is easier for scale.
[00:48:28.600 --> 00:48:34.760] So Tamara, thank you so much for sharing all of your incredible tips and tricks and everything operations today.
[00:48:35.080 --> 00:48:42.200] You've been behind the screens of our business, but I'm excited to bring you to the screens of CEO School.
[00:48:42.200 --> 00:48:46.360] How can people find you and get connected?
[00:48:46.360 --> 00:48:46.840] Easy.
[00:48:46.840 --> 00:48:48.520] Well, first of all, thank you so much for having me.
[00:48:48.520 --> 00:48:50.360] This has been so fun.
[00:48:50.360 --> 00:48:57.400] And you can find me on Instagram at Tamara Munos Wilden, it's my personal one, but for behind the screens, it's behind the screens Inc.
[00:48:58.040 --> 00:49:01.400] Same with our website, behindthescreensinc.com.
[00:49:01.480 --> 00:49:04.680] Then that way you can just see everything that we can do for you and support you with.
[00:49:04.680 --> 00:49:05.160] Amazing.
[00:49:05.160 --> 00:49:05.640] Can you?
[00:49:05.640 --> 00:49:08.280] I'm going to plug everything into it, you're going to plug everything into the show notes.
[00:49:08.280 --> 00:49:10.360] So she's going to plug everything into the show notes.
[00:49:10.360 --> 00:49:17.280] And I hope you got just something of it of what you can streamline, let go, you know, delegate and automate.
[00:49:14.440 --> 00:49:21.440] So, all right, we'll see you guys next week a
Prompt 2: Key Takeaways
Now please extract the key takeaways from the transcript content I provided.
Extract the most important key takeaways from this part of the conversation. Use a single sentence statement (the key takeaway) rather than milquetoast descriptions like "the hosts discuss...".
Limit the key takeaways to a maximum of 3. The key takeaways should be insightful and knowledge-additive.
IMPORTANT: Return ONLY valid JSON, no explanations or markdown. Ensure:
- All strings are properly quoted and escaped
- No trailing commas
- All braces and brackets are balanced
Format: {"key_takeaways": ["takeaway 1", "takeaway 2"]}
Prompt 3: Segments
Now identify 2-4 distinct topical segments from this part of the conversation.
For each segment, identify:
- Descriptive title (3-6 words)
- START timestamp when this topic begins (HH:MM:SS format)
- Double check that the timestamp is accurate - a timestamp will NEVER be greater than the total length of the audio
- Most important Key takeaway from that segment. Key takeaway must be specific and knowledge-additive.
- Brief summary of the discussion
IMPORTANT: The timestamp should mark when the topic/segment STARTS, not a range. Look for topic transitions and conversation shifts.
Return ONLY valid JSON. Ensure all strings are properly quoted, no trailing commas:
{
"segments": [
{
"segment_title": "Topic Discussion",
"timestamp": "01:15:30",
"key_takeaway": "main point from this segment",
"segment_summary": "brief description of what was discussed"
}
]
}
Timestamp format: HH:MM:SS (e.g., 00:05:30, 01:22:45) marking the START of each segment.
Now scan the transcript content I provided for ACTUAL mentions of specific media titles:
Find explicit mentions of:
- Books (with specific titles)
- Movies (with specific titles)
- TV Shows (with specific titles)
- Music/Songs (with specific titles)
DO NOT include:
- Websites, URLs, or web services
- Other podcasts or podcast names
IMPORTANT:
- Only include items explicitly mentioned by name. Do not invent titles.
- Valid categories are: "Book", "Movie", "TV Show", "Music"
- Include the exact phrase where each item was mentioned
- Find the nearest proximate timestamp where it appears in the conversation
- THE TIMESTAMP OF THE MEDIA MENTION IS IMPORTANT - DO NOT INVENT TIMESTAMPS AND DO NOT MISATTRIBUTE TIMESTAMPS
- Double check that the timestamp is accurate - a timestamp will NEVER be greater than the total length of the audio
- Timestamps are given as ranges, e.g. 01:13:42.520 --> 01:13:46.720. Use the EARLIER of the 2 timestamps in the range.
Return ONLY valid JSON. Ensure all strings are properly quoted and escaped, no trailing commas:
{
"media_mentions": [
{
"title": "Exact Title as Mentioned",
"category": "Book",
"author_artist": "N/A",
"context": "Brief context of why it was mentioned",
"context_phrase": "The exact sentence or phrase where it was mentioned",
"timestamp": "estimated time like 01:15:30"
}
]
}
If no media is mentioned, return: {"media_mentions": []}
Prompt 5: Context Setup
You are an expert data extractor tasked with analyzing a podcast transcript.
I will provide you with part 2 of 2 from a podcast transcript.
I will then ask you to extract different types of information from this content in subsequent messages. Please confirm you have received and understood the transcript content.
Transcript section:
reat things to leverage.
[00:48:07.160 --> 00:48:08.520] We don't have to do all of it either.
[00:48:08.520 --> 00:48:09.880] So you don't need to be overwhelmed.
[00:48:09.880 --> 00:48:11.240] We don't need to have all the tools.
[00:48:11.240 --> 00:48:13.720] I do think that that is a big lesson for me.
[00:48:13.720 --> 00:48:28.600] It's like this, like as simple as we can make our tech stack, as simple as we can make our process and operations, as simple as we can make our billing, our pricing, all the things just makes the business life easier and it is easier for scale.
[00:48:28.600 --> 00:48:34.760] So Tamara, thank you so much for sharing all of your incredible tips and tricks and everything operations today.
[00:48:35.080 --> 00:48:42.200] You've been behind the screens of our business, but I'm excited to bring you to the screens of CEO School.
[00:48:42.200 --> 00:48:46.360] How can people find you and get connected?
[00:48:46.360 --> 00:48:46.840] Easy.
[00:48:46.840 --> 00:48:48.520] Well, first of all, thank you so much for having me.
[00:48:48.520 --> 00:48:50.360] This has been so fun.
[00:48:50.360 --> 00:48:57.400] And you can find me on Instagram at Tamara Munos Wilden, it's my personal one, but for behind the screens, it's behind the screens Inc.
[00:48:58.040 --> 00:49:01.400] Same with our website, behindthescreensinc.com.
[00:49:01.480 --> 00:49:04.680] Then that way you can just see everything that we can do for you and support you with.
[00:49:04.680 --> 00:49:05.160] Amazing.
[00:49:05.160 --> 00:49:05.640] Can you?
[00:49:05.640 --> 00:49:08.280] I'm going to plug everything into it, you're going to plug everything into the show notes.
[00:49:08.280 --> 00:49:10.360] So she's going to plug everything into the show notes.
[00:49:10.360 --> 00:49:17.280] And I hope you got just something of it of what you can streamline, let go, you know, delegate and automate.
[00:49:14.440 --> 00:49:21.440] So, all right, we'll see you guys next week at the CO School episode.
[00:49:21.760 --> 00:49:26.960] If you loved today's show, tag us, share it with a business bestie, leave us a review.
[00:49:26.960 --> 00:49:28.000] This is how we're growing.
[00:49:28.000 --> 00:49:28.960] Let me know what you think.
[00:49:28.960 --> 00:49:32.560] This is my last episode right now from today's session.
[00:49:32.560 --> 00:49:35.840] We did three today, so the last three shows.
[00:49:36.000 --> 00:49:38.240] It's been so fun doing it in the house.
[00:49:38.240 --> 00:49:40.560] Like, I feel like I'm really excited to do this.
[00:49:40.560 --> 00:49:41.360] So relaxed.
[00:49:41.360 --> 00:49:44.960] We're about to head to Disney World as a perks of living in Orlando.
[00:49:45.200 --> 00:49:48.800] Literally about to take a one-night staycation with my family.
[00:49:48.800 --> 00:49:50.000] It's Friday for me.
[00:49:50.000 --> 00:49:51.680] I know it's Monday for you.
[00:49:52.000 --> 00:49:57.440] But I'm so excited to wrap up our episodes and I really hope you enjoyed it.
[00:49:57.440 --> 00:50:00.160] Please let me know what you thought, what you thought about this environment.
[00:50:00.160 --> 00:50:04.320] If you're watching, I know many of you watch across different social channels.
[00:50:04.320 --> 00:50:08.880] Let me know about what you think and all the stuff.
[00:50:08.880 --> 00:50:14.800] So I'll see you back at Insocial and I'll see you next week on next week's episode of Seo School.
[00:50:14.800 --> 00:50:16.320] Bye, everyone.
[00:50:22.720 --> 00:50:26.640] What happens when you wake up to the reality of our interconnected world?
[00:50:26.640 --> 00:50:27.840] What actions might you take?
[00:50:27.840 --> 00:50:33.120] I'm Devender Banhart, the new host of Awaken, a podcast from the Rubin Museum of Himalayan Art.
[00:50:33.120 --> 00:50:38.160] In this season, we're exploring interdependence, a fundamental concept in Buddhism and in life.
[00:50:38.160 --> 00:50:49.920] Using a painting of the wheel of life from the Rubens Collection as our guide, and with insights from experts from various fields, we explore how understanding our interconnectedness can expand our sense of what is possible.
[00:50:49.920 --> 00:50:53.440] Listen to Awaken on Spotify or at RubinMuseum.org.
[00:50:53.760 --> 00:50:55.520] This is the story of the one.
[00:50:55.520 --> 00:51:02.200] As a maintenance supervisor at a manufacturing facility, he knows keeping the line up and running is a top priority.
[00:50:59.840 --> 00:51:04.040] That's why he chooses Granger.
[00:51:04.280 --> 00:51:10.600] Because when a drive belt gets damaged, Granger makes it easy to find the exact specs for the replacement product he needs.
[00:51:10.600 --> 00:51:15.480] And next day delivery helps ensure he'll have everything in place and running like clockwork.
[00:51:15.480 --> 00:51:19.240] Call 1-800GRANGER, clickgranger.com, or just stop by.
[00:51:19.240 --> 00:51:22.360] Granger for the ones who get it done.
Prompt 6: Key Takeaways
Now please extract the key takeaways from the transcript content I provided.
Extract the most important key takeaways from this part of the conversation. Use a single sentence statement (the key takeaway) rather than milquetoast descriptions like "the hosts discuss...".
Limit the key takeaways to a maximum of 3. The key takeaways should be insightful and knowledge-additive.
IMPORTANT: Return ONLY valid JSON, no explanations or markdown. Ensure:
- All strings are properly quoted and escaped
- No trailing commas
- All braces and brackets are balanced
Format: {"key_takeaways": ["takeaway 1", "takeaway 2"]}
Prompt 7: Segments
Now identify 2-4 distinct topical segments from this part of the conversation.
For each segment, identify:
- Descriptive title (3-6 words)
- START timestamp when this topic begins (HH:MM:SS format)
- Double check that the timestamp is accurate - a timestamp will NEVER be greater than the total length of the audio
- Most important Key takeaway from that segment. Key takeaway must be specific and knowledge-additive.
- Brief summary of the discussion
IMPORTANT: The timestamp should mark when the topic/segment STARTS, not a range. Look for topic transitions and conversation shifts.
Return ONLY valid JSON. Ensure all strings are properly quoted, no trailing commas:
{
"segments": [
{
"segment_title": "Topic Discussion",
"timestamp": "01:15:30",
"key_takeaway": "main point from this segment",
"segment_summary": "brief description of what was discussed"
}
]
}
Timestamp format: HH:MM:SS (e.g., 00:05:30, 01:22:45) marking the START of each segment.
Now scan the transcript content I provided for ACTUAL mentions of specific media titles:
Find explicit mentions of:
- Books (with specific titles)
- Movies (with specific titles)
- TV Shows (with specific titles)
- Music/Songs (with specific titles)
DO NOT include:
- Websites, URLs, or web services
- Other podcasts or podcast names
IMPORTANT:
- Only include items explicitly mentioned by name. Do not invent titles.
- Valid categories are: "Book", "Movie", "TV Show", "Music"
- Include the exact phrase where each item was mentioned
- Find the nearest proximate timestamp where it appears in the conversation
- THE TIMESTAMP OF THE MEDIA MENTION IS IMPORTANT - DO NOT INVENT TIMESTAMPS AND DO NOT MISATTRIBUTE TIMESTAMPS
- Double check that the timestamp is accurate - a timestamp will NEVER be greater than the total length of the audio
- Timestamps are given as ranges, e.g. 01:13:42.520 --> 01:13:46.720. Use the EARLIER of the 2 timestamps in the range.
Return ONLY valid JSON. Ensure all strings are properly quoted and escaped, no trailing commas:
{
"media_mentions": [
{
"title": "Exact Title as Mentioned",
"category": "Book",
"author_artist": "N/A",
"context": "Brief context of why it was mentioned",
"context_phrase": "The exact sentence or phrase where it was mentioned",
"timestamp": "estimated time like 01:15:30"
}
]
}
If no media is mentioned, return: {"media_mentions": []}
Full Transcript
[00:00:00.960 --> 00:00:07.200] A mochi moment from Mark, who writes, I just want to thank you for making GOP1s affordable.
[00:00:07.200 --> 00:00:12.160] What would have been over $1,000 a month is just $99 a month with Mochi.
[00:00:12.160 --> 00:00:14.640] Money shouldn't be a barrier to healthy weight.
[00:00:14.640 --> 00:00:17.920] Three months in, and I have smaller jeans and a bigger wallet.
[00:00:17.920 --> 00:00:19.120] You're the best.
[00:00:19.120 --> 00:00:20.240] Thanks, Mark.
[00:00:20.240 --> 00:00:23.120] I'm Myra Ameth, founder of Mochi Health.
[00:00:23.120 --> 00:00:27.040] To find your Mochi Moment, visit joinmochi.com.
[00:00:27.040 --> 00:00:30.240] Mark is a mochi member compensated for his story.
[00:00:30.560 --> 00:00:34.640] Taking on a DIY job around the house is the ultimate summer project.
[00:00:34.640 --> 00:00:42.480] But if your DIY home security system is a beware of dog sign, when your real pet is Princess the Cat, that's safe-ish.
[00:00:42.480 --> 00:00:47.200] To be actually safe, help protect your home with a DIY system from ADT.
[00:00:47.200 --> 00:00:52.080] It's easy to install and gives you virtual assistance from ADT's technical support team.
[00:00:52.080 --> 00:00:55.840] Best of all, you can tell everyone in the neighborhood you set it up yourself.
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[00:01:13.280 --> 00:01:20.640] Hi, I'm Snero Madani, a mom of two, daughter of an immigrant, and an unlikely entrepreneur who built a billion-dollar business.
[00:01:20.640 --> 00:01:21.840] Yes, billion.
[00:01:22.160 --> 00:01:25.520] Now I'm doing it again and building my second unicorn, work.
[00:01:26.240 --> 00:01:33.040] Shockingly, less than 2% of female founders ever reach $1 million in revenue, and I'm on a mission to change that.
[00:01:33.040 --> 00:01:39.200] At CEO School, we mentor thousands of women to help them level up in business and in life.
[00:01:39.200 --> 00:01:45.440] We believe that you deserve to have it all because honestly, nothing bad happens when women make more money.
[00:01:46.160 --> 00:01:49.280] Grab a seat because class is officially in session.
[00:01:49.280 --> 00:01:51.520] Welcome to CEO School.
[00:01:54.400 --> 00:01:55.200] Hi, everyone.
[00:01:55.200 --> 00:01:57.280] Welcome back to the CEO School podcast.
[00:01:57.280 --> 00:02:02.200] I'm your host, Snero Madani, and we are at my house.
[00:02:02.200 --> 00:02:04.920] There's no more fancy studio.
[00:01:59.680 --> 00:02:07.000] There's no more fancy lights.
[00:02:07.320 --> 00:02:10.280] There's no more multiple bajillion cameras.
[00:02:10.280 --> 00:02:13.720] It's just me in my house in my living room.
[00:02:13.720 --> 00:02:15.400] And you're going to probably see my dog.
[00:02:15.400 --> 00:02:17.480] You're going to probably hear my kids.
[00:02:17.480 --> 00:02:19.080] You're going to just, this is what it is.
[00:02:19.080 --> 00:02:24.280] But I just, I'm so excited to welcome you into my home and to welcome my friends into my home.
[00:02:24.280 --> 00:02:30.200] And so Tamara is going to be our first ever in-person on-my-couch interview.
[00:02:30.200 --> 00:02:32.680] Tamara Munos is a dear friend of mine.
[00:02:32.680 --> 00:02:34.280] We've been friends for years.
[00:02:34.280 --> 00:02:36.280] She's here in Orlando.
[00:02:36.280 --> 00:02:40.680] She is super mom, super CEO, super pregnant.
[00:02:41.960 --> 00:02:48.840] And she is the CEO and founder of our behind the screens operations company.
[00:02:48.840 --> 00:02:52.040] And her company is actually called Behind the Screens.
[00:02:52.040 --> 00:02:54.760] She is the go-to ops expert.
[00:02:54.760 --> 00:03:02.280] So everything, business operations, automations, tools, technology, and honestly, just constantly saving me time.
[00:03:02.280 --> 00:03:06.440] And there's always like a better, cooler, faster way to do things.
[00:03:06.440 --> 00:03:14.760] And so I've invited Tamara here to the show because you've completely transformed my business at CO School fully.
[00:03:14.760 --> 00:03:16.520] Like you handle every single thing.
[00:03:16.520 --> 00:03:18.840] Your team handles all the things.
[00:03:18.840 --> 00:03:27.160] And there's just so much I think our audience can learn from you on how to effectively, like, I feel like ops is so scary, but you make it so easy.
[00:03:27.160 --> 00:03:39.000] So today I'm welcoming Tamara to the show and we're going to dive into all things scaling operations, but honestly, how to like save time and to wrap our heads around the right tools and things to use.
[00:03:39.000 --> 00:03:41.240] So, Tamara, welcome to CO School.
[00:03:41.240 --> 00:03:41.880] Thank you.
[00:03:41.880 --> 00:03:47.760] I am so excited to be here, and I'm so excited to be in your home, just with everything and your beautiful family.
[00:03:47.760 --> 00:03:48.800] So, thank you, thank you.
[00:03:48.800 --> 00:03:49.520] Isn't it crazy?
[00:03:44.680 --> 00:03:50.720] So, today's, it's Friday.
[00:03:50.880 --> 00:03:52.800] We're actually about to go to Disney World right after this.
[00:03:52.800 --> 00:03:53.760] This is like real life.
[00:03:53.760 --> 00:03:55.760] My life is so full.
[00:03:55.760 --> 00:03:56.080] Yes.
[00:03:56.080 --> 00:03:56.640] It's so full.
[00:03:56.640 --> 00:04:01.840] And my house is so full all the time because I'm so grateful for it, but everybody comes to my house.
[00:04:01.840 --> 00:04:07.360] So, like, the amount of people that I see in a day, even whether I'm in the office or not, it's wild.
[00:04:07.360 --> 00:04:11.680] Like, I really do think one of my, what were we calling, we were doing the day in the lives recently.
[00:04:11.680 --> 00:04:17.520] I was like, one of my day in the lifes, like, totally needs to be just like how many people actually walk through that front door.
[00:04:17.840 --> 00:04:20.720] So, but I'm so grateful that you get to be here.
[00:04:20.720 --> 00:04:22.400] And I'm so grateful we get to do this on the couch.
[00:04:23.120 --> 00:04:24.160] We can just relax.
[00:04:24.160 --> 00:04:24.480] Yes.
[00:04:24.560 --> 00:04:25.280] How are you feeling?
[00:04:25.280 --> 00:04:26.560] I'm feeling good, a lot better.
[00:04:26.560 --> 00:04:28.640] We're in the second trimester right now.
[00:04:28.640 --> 00:04:34.720] So I'm past like the nausea, not past the exhaustion, but pregnancy naps are the best.
[00:04:34.720 --> 00:04:36.000] This is baby number three now.
[00:04:36.000 --> 00:04:36.720] Baby number three.
[00:04:36.720 --> 00:04:37.600] Baby number three.
[00:04:37.600 --> 00:04:41.360] Okay, so you've got to tell the audience a little bit about your company.
[00:04:41.360 --> 00:04:45.040] And then also just, I would love to hear how you got into this business.
[00:04:45.040 --> 00:04:45.680] Yeah.
[00:04:45.680 --> 00:04:47.360] So just how did you start?
[00:04:47.360 --> 00:04:48.160] Tell us a story.
[00:04:48.160 --> 00:04:52.400] So I think with most things, it was an accident how we ended up here.
[00:04:52.880 --> 00:04:53.600] You mean pregnant?
[00:04:53.600 --> 00:04:54.720] I'm just saying.
[00:04:55.040 --> 00:04:56.960] I mean, three kids in, I don't think so.
[00:04:58.720 --> 00:05:00.240] We're talking about the business, guys.
[00:05:00.640 --> 00:05:04.000] But yeah, so I've always had an entrepreneurial spirit.
[00:05:04.000 --> 00:05:06.240] I've never just had one job.
[00:05:06.240 --> 00:05:07.760] I've always done several things.
[00:05:07.760 --> 00:05:16.400] And prior to starting my business, I ran ops for companies like Disney and Starbucks, big teams, big operations, and I loved it.
[00:05:16.400 --> 00:05:20.080] However, you burn out very, very quickly in those types of environments.
[00:05:20.080 --> 00:05:25.040] And while I loved what I did and I had incredible leaders and mentors, there was just a lot that happened.
[00:05:25.040 --> 00:05:32.280] Specifically, in 2018, my grandmother passed away and I had, and she raised us, right?
[00:05:32.280 --> 00:05:34.200] So I grew up in a multi-generational home.
[00:05:29.280 --> 00:05:35.000] I'm Latina.
[00:05:35.080 --> 00:05:38.360] So my grandma grew, you know, I grew up with my grandma in the house with us.
[00:05:38.360 --> 00:05:40.520] So it was just very difficult for...
[00:05:40.520 --> 00:05:42.600] our family to navigate that loss.
[00:05:43.480 --> 00:05:46.200] She was very, very old, had a long and beautiful life.
[00:05:46.200 --> 00:05:47.240] So it was expected.
[00:05:47.240 --> 00:05:55.000] However, having to ask for permission to be there for my mom, only getting a couple days of bereavement, that was very difficult to navigate.
[00:05:55.000 --> 00:05:58.120] That was a moment where I was like, I gotta make a change.
[00:05:58.120 --> 00:05:59.880] I gotta move on.
[00:05:59.880 --> 00:06:09.960] By that point, I was already doing like virtual assisting work, trying to find my way out of corporate because I also wasn't trying to go from corporate job to corporate job, watching my peers.
[00:06:09.960 --> 00:06:14.520] I didn't have kids at the time, but watching my peers put their kids down to bed on FaceTime.
[00:06:14.520 --> 00:06:28.200] That was very difficult for me to just witness because I know like the pain that they were feeling as like mothers and even dads of like not being there for their kids in that way because they had to work and we had very late nights and things like that.
[00:06:29.000 --> 00:06:30.760] So I was like, okay, you know what?
[00:06:30.760 --> 00:06:33.400] By March, I'm going to replace my income.
[00:06:33.640 --> 00:06:35.800] I found out the number that I needed.
[00:06:35.800 --> 00:06:38.440] Virtual assisting was the easiest way for me to get out of there.
[00:06:38.440 --> 00:06:39.320] So that's what I did.
[00:06:39.320 --> 00:06:40.840] I started virtual assisting.
[00:06:40.840 --> 00:06:42.840] I replaced my income right away.
[00:06:42.920 --> 00:06:49.320] So for those that don't know what, like, I mean, everyone here probably will know that, but what is a virtual assistant versus a regular assistant?
[00:06:49.320 --> 00:06:50.840] And what is a VA?
[00:06:50.840 --> 00:06:54.520] So a VA, there's many things that VAs can handle.
[00:06:54.520 --> 00:06:57.240] The most popular type of VA is administrative.
[00:06:57.240 --> 00:07:06.360] So supporting with all things calendar management, inbox management, appointment setting, things of that nature, data entry, like tasks like that.
[00:07:06.360 --> 00:07:07.720] And it's all virtual, right?
[00:07:07.720 --> 00:07:09.480] So anyone can have a virtual assistant.
[00:07:09.480 --> 00:07:16.400] I mean, at this point, at behind the screens, we support women that have online businesses, but also women that have brick and mortar businesses, too.
[00:07:14.840 --> 00:07:20.400] It's things that can just be done from an at-home office.
[00:07:21.360 --> 00:07:29.440] So because I'm an operations girly from like my corporate days, that was very simple for me to go into.
[00:07:29.440 --> 00:07:41.200] I replaced my income, and then May of 2019, I knew I had to wait to buy a house before I can jump because to buy a house, you need at least three years of tax returns as a business owner.
[00:07:41.200 --> 00:07:44.160] So I was like, okay, I can't quit my job until I have keys in my hands.
[00:07:44.480 --> 00:07:46.320] That's what I'm solving for, by the way, at worth.
[00:07:46.320 --> 00:07:46.640] Yeah.
[00:07:46.640 --> 00:07:49.440] Is that your credit worth should not be based on your personal credit?
[00:07:49.440 --> 00:07:51.280] It should be based on your business credit.
[00:07:51.680 --> 00:07:54.400] And there is no business standardization of business credit.
[00:07:54.400 --> 00:07:56.800] So sorry, shameless plug for worth and why the word scores.
[00:07:57.120 --> 00:07:59.040] Yeah, and it's so amazing because like we all need that.
[00:08:00.800 --> 00:08:05.440] I got married, I quit my job, and I bought a house all in the same week.
[00:08:06.560 --> 00:08:08.000] Like, how does that?
[00:08:08.320 --> 00:08:09.680] There's only one kind of human.
[00:08:09.680 --> 00:08:10.800] It's an entrepreneur.
[00:08:11.040 --> 00:08:15.280] This is actually like you just make decisions and you're like, now that we made a decision, it's like all happening.
[00:08:15.280 --> 00:08:16.480] It's all happening.
[00:08:16.640 --> 00:08:18.240] And it was the best thing I could have done, right?
[00:08:18.240 --> 00:08:19.120] So I was.
[00:08:19.760 --> 00:08:20.480] It's the risk.
[00:08:20.480 --> 00:08:21.360] You have to take the risk.
[00:08:21.360 --> 00:08:22.080] You have to take the risk.
[00:08:22.080 --> 00:08:23.760] And I had such an incredible manager at the time.
[00:08:23.760 --> 00:08:28.320] And he's just like one of my favorite people that I've worked for at Starbucks.
[00:08:28.320 --> 00:08:31.280] And he was just like, are you sure you want to take this risk?
[00:08:31.280 --> 00:08:33.760] Like, you'll always have a spot here where, you know, we're family.
[00:08:33.760 --> 00:08:35.120] Like, he was fantastic.
[00:08:35.120 --> 00:08:37.840] But I was like, yeah, dude, like, you're never seeing me again.
[00:08:37.920 --> 00:08:38.560] You're like, fine.
[00:08:38.800 --> 00:08:39.760] Like, I'm taking this risk.
[00:08:39.760 --> 00:08:40.720] I'm going to make it happen.
[00:08:40.880 --> 00:08:41.600] And it's worked out.
[00:08:41.600 --> 00:08:43.520] I mean, it's almost six years later.
[00:08:43.520 --> 00:08:51.280] And we have just, I mean, I went from a team of me to now we have over 14 women working at behind the screens.
[00:08:51.600 --> 00:08:56.080] We quickly outgrew virtual assisting and moved on to online business management.
[00:08:56.080 --> 00:08:59.680] And that has been such a journey in the best way.
[00:08:59.960 --> 00:09:09.000] I very quickly realized that there are huge gaps in the entrepreneurial space between operations, but also like the know-how.
[00:09:09.000 --> 00:09:12.840] So many women get into business because of what they do.
[00:09:12.840 --> 00:09:24.600] They love to create and build community and serve their clients in the way that they want to serve them, whether it's practitioners, dieticians, business consultants, marketers.
[00:09:24.600 --> 00:09:30.760] They're not in it for the operations, the systems, the data entry, the not-so-sexy side of business.
[00:09:30.760 --> 00:09:32.120] No one goes into business for that.
[00:09:32.120 --> 00:09:32.520] No.
[00:09:32.520 --> 00:09:34.520] And that's what you get really bogged down with, right?
[00:09:34.520 --> 00:09:42.200] And that's what is like when you start realizing like you're working 24-7 on actual stuff that you don't, you're not passionate about.
[00:09:42.200 --> 00:09:44.440] But it is also what needs to happen.
[00:09:44.440 --> 00:09:46.360] Like your business needs those systems.
[00:09:46.360 --> 00:09:48.680] It's a huge part of scalability.
[00:09:48.680 --> 00:09:50.920] So you can't scale without those operations.
[00:09:50.920 --> 00:09:52.920] You can't have a business without those operations.
[00:09:52.920 --> 00:09:54.520] And so it's instrumental.
[00:09:54.520 --> 00:10:05.640] But we feel like as business owners that we have to wear every hat and we have to know how to do like every single thing when there are just experts that you can go to to help solve that.
[00:10:05.640 --> 00:10:10.040] And that's the difference between being a business owner and a CEO, right?
[00:10:10.280 --> 00:10:24.360] The difference between being a business owner and a CEO is knowing what tools and systems you need, how to delegate, how to make quick, fast, executive decisions to make the next possible step in the needle.
[00:10:24.360 --> 00:10:26.120] It's not for you to go get that touchdown.
[00:10:26.120 --> 00:10:28.840] It's for you to get the first down, then the next down.
[00:10:28.840 --> 00:10:30.680] And you've got to be able to delegate.
[00:10:30.680 --> 00:10:33.320] You've got to be able to manage your time effectively.
[00:10:33.320 --> 00:10:37.240] You've got to be able to build that team and you've got to be able to have those systems work for you.
[00:10:37.240 --> 00:10:40.440] And that's really that difference between business owner and CEO.
[00:10:40.440 --> 00:10:48.160] But having a team like yours now is what you now go in and say, You be the quarterback, we'll be the rest of that team.
[00:10:48.160 --> 00:10:48.880] Yeah, absolutely.
[00:10:48.880 --> 00:10:50.400] And that's what we built at Behind the Screens.
[00:10:50.400 --> 00:10:51.840] Now we're like a full-service agency.
[00:10:44.840 --> 00:10:52.880] By the way, I just love that name.
[00:10:52.880 --> 00:10:54.160] So can we just have a moment?
[00:10:54.800 --> 00:10:59.200] It's actually so her whole thing is BTS and it's behind the screens.
[00:10:59.200 --> 00:11:01.680] And you are, you really are behind the screens.
[00:11:01.840 --> 00:11:04.640] You're really behind the screens with like nine kids behind you all the time.
[00:11:04.640 --> 00:11:05.840] And I love it.
[00:11:06.080 --> 00:11:09.600] And it's, but you are really behind the screens of our business.
[00:11:09.600 --> 00:11:13.120] Like everything goes out so seamlessly.
[00:11:13.120 --> 00:11:15.600] And also, you find ways.
[00:11:15.920 --> 00:11:17.680] I just like I could brag on you forever.
[00:11:17.680 --> 00:11:19.040] I love working with you guys.
[00:11:19.040 --> 00:11:21.600] Like I truly love our relationship.
[00:11:21.600 --> 00:11:23.040] I mean, we've been friends for so long.
[00:11:23.040 --> 00:11:27.920] And it's kind of scary when you go into like into relationships like this with friendships.
[00:11:27.920 --> 00:11:35.840] I really, really do stay like, you know, kind of like those are like strong boundaries that I do have, but you are the best in what you do.
[00:11:35.840 --> 00:11:39.120] And so it has been, it's been a game changer.
[00:11:39.120 --> 00:11:42.160] Like I refuse to, like, even I build teams internally.
[00:11:42.160 --> 00:11:45.360] So I've always built teams at Stacks, at Worth.
[00:11:45.360 --> 00:11:46.160] I build teams.
[00:11:46.160 --> 00:11:49.920] So I've always taught my teams how to fully take on the operations.
[00:11:49.920 --> 00:11:52.080] At CEO School, this business is different.
[00:11:52.080 --> 00:11:53.520] It's a small business.
[00:11:53.680 --> 00:11:57.760] There isn't, there's like very clear, like we've got two communities.
[00:11:58.080 --> 00:11:59.920] We've got Millionaire Founders Club, Founders Club.
[00:11:59.920 --> 00:12:00.640] We've got a podcast.
[00:12:00.640 --> 00:12:02.080] Like these are the things that need to go out.
[00:12:02.080 --> 00:12:06.160] And so it's very operationally like check, check, check, check, check.
[00:12:06.640 --> 00:12:13.040] And so we've had internal people do it, but I do feel like we've almost limited ourselves to their knowledge.
[00:12:13.040 --> 00:12:23.680] And on the on in the online space, in the media space, in the social media space, and all these things, you also have to be relevant to the tools, to like how to drive things more efficiently.
[00:12:23.680 --> 00:12:37.800] And since we like made that switch to say we're gonna go full, we've literally eliminated almost like all of our team is now your entire team because it's just so much easier to have everything under one roof, and it's just going amazing.
[00:12:37.800 --> 00:12:39.640] Well, thank you for that, and I appreciate that.
[00:12:39.640 --> 00:12:45.640] And we work really hard to make it simple for our business owners because you guys have so much going on.
[00:12:45.640 --> 00:12:48.120] Most of the people that we work with are multi-passionate.
[00:12:48.120 --> 00:12:49.800] It's not just one job.
[00:12:50.360 --> 00:12:57.960] They either have the business and their moms, they have the business or they're starting a second business, they're speakers, they have podcasts, they have YouTube channels.
[00:12:57.960 --> 00:13:09.800] They have so much going on and so much production happening that they don't have the time to sit there and figure out all the nitty-gritty things and chase payments down and focus on building scalable systems.
[00:13:09.800 --> 00:13:16.520] And that's another thing that I notice a lot with business owners, like specifically online, but entrepreneurship in general.
[00:13:16.520 --> 00:13:18.040] You're not thinking long-term.
[00:13:18.040 --> 00:13:20.120] You're thinking about the next thing.
[00:13:20.120 --> 00:13:28.280] So when you bring someone like a business manager, an online business manager into your business, we have the foresight of let's think five years from now.
[00:13:28.280 --> 00:13:31.960] What systems do you need to implement today so that your business is scalable?
[00:13:31.960 --> 00:13:39.240] If you go viral tomorrow, do you have the systems in place to bring in all the business, to capture all the emails, to nurture all the people?
[00:13:39.560 --> 00:13:40.680] Most people don't.
[00:13:40.680 --> 00:13:41.720] No, you don't, right?
[00:13:41.720 --> 00:13:44.600] And it's one of the things that I talk about in CO school in our accelerator.
[00:13:44.600 --> 00:13:46.040] It's like 10x scalability.
[00:13:46.040 --> 00:13:50.680] Like if you had 10 times the business tomorrow, will your systems be able to actually do that?
[00:13:50.680 --> 00:13:53.000] And I learned that lesson the hard way.
[00:13:53.000 --> 00:14:01.800] I shared this story this week with someone that our first moment of scale happened when we were a front page fast company.
[00:14:01.800 --> 00:14:06.760] And there was an article online that was Meet the Woman trying to change the credit card industry.
[00:14:06.760 --> 00:14:09.640] I had no clue what that would do for my business.
[00:14:09.640 --> 00:14:15.440] And our phone, literally one phone in our office, which was the size of this carpet here.
[00:14:14.840 --> 00:14:21.040] We had, I had an intern, I had one full-time employee, I had a co-founder that lived in California, and that was it.
[00:14:21.120 --> 00:14:24.160] So it was four of us, like three and a half bodies.
[00:14:24.160 --> 00:14:29.680] And our single phone, we had to get phones installed, our like was ringing off the hook.
[00:14:29.680 --> 00:14:31.360] Like it was our shark tank moment.
[00:14:31.360 --> 00:14:35.200] We had investors, customers, people were faxing in applications.
[00:14:35.200 --> 00:14:41.120] Like this is also like, I mean, we weren't like that fax era, but people were like finding ways to get to us.
[00:14:41.120 --> 00:14:43.200] Emails, our website crashed.
[00:14:43.200 --> 00:14:44.560] We had a GoDaddy website.
[00:14:44.560 --> 00:14:45.920] We had no CRM system.
[00:14:45.920 --> 00:14:48.080] Like we weren't built for scale.
[00:14:48.080 --> 00:14:52.960] And it was the greatest thing that happened and the worst thing that happened at the same time.
[00:14:52.960 --> 00:15:03.120] And it was great because we were validated that we could have scale, but it was awful because we didn't get to capture like the percentage of business that we should have.
[00:15:03.120 --> 00:15:11.200] And that was a hard lesson that I feel like I had to like, like, I fell on the chin to learn to say, like, we need to build systems for scale.
[00:15:11.200 --> 00:15:26.880] And that next year, our entire thematic goal for the company of the four of us was really, and we started to hire, we got investors, like all the things was like if we had 10 times everything and to get everything off of paper into a system.
[00:15:26.880 --> 00:15:32.720] And our CTO, who was that, you know, architect and operational, like he just, he knew all the tech.
[00:15:32.720 --> 00:15:38.240] He knew the tech, he had technology, really helped build like those systems in place for us.
[00:15:38.240 --> 00:15:39.680] And it was a complete game changer.
[00:15:39.680 --> 00:15:40.800] And we've never looked back.
[00:15:40.800 --> 00:15:47.200] And every single point, we're like, we need to hit the system where it's 10x, and then hopefully we break it.
[00:15:47.200 --> 00:15:49.040] And then that's like the next point you break it.
[00:15:49.040 --> 00:15:51.120] And then you got to build again for that next 10x.
[00:15:51.120 --> 00:16:05.800] So it doesn't matters if you're listening, wherever you are in your journey, if you are that solopreneur starting out or you are that million-dollar plus business in that 2% club, what got you from zero to six figures is not what's going to get you from six to seven.
[00:16:05.960 --> 00:16:08.600] And it's definitely not what's going from seven to eight for scale.
[00:16:08.600 --> 00:16:09.480] Like that's not it.
[00:16:09.480 --> 00:16:12.440] At every stage, you need to revamp your systems.
[00:16:12.440 --> 00:16:14.600] You need to revamp the operations.
[00:16:14.600 --> 00:16:23.240] And so that's what you get to do as a business manager: to look at the systems and say, how can we drive scalability and efficiency?
[00:16:23.240 --> 00:16:25.160] And efficiency and profitability, truly.
[00:16:25.560 --> 00:16:27.640] Truly, like, I mean, top line is great.
[00:16:27.640 --> 00:16:28.520] We love it.
[00:16:28.520 --> 00:16:31.240] But bottom line is where it's at for our business owners.
[00:16:31.240 --> 00:16:32.120] I mean, we work so hard.
[00:16:32.120 --> 00:16:36.120] So if we're making a million dollars top line, but you're only bringing home 10%.
[00:16:36.120 --> 00:16:37.400] Let's take a look.
[00:16:37.400 --> 00:16:38.280] Let's talk about that.
[00:16:38.280 --> 00:16:40.840] And I want to get into like, like, this episode is going to be so good.
[00:16:40.840 --> 00:16:43.800] I'm so excited because I want to talk about the biggest things that you see.
[00:16:44.040 --> 00:16:45.560] You're like in every business.
[00:16:45.560 --> 00:16:48.760] So, like, what are the top things that you see that you're like, red flag?
[00:16:48.760 --> 00:16:50.440] Like, immediately don't use that tool.
[00:16:50.440 --> 00:16:51.960] Immediately, we need to get rid of that system.
[00:16:51.960 --> 00:16:54.600] I'm sure there's like patterns that you see.
[00:16:54.600 --> 00:16:56.520] And then I do want to get into this profitability topic.
[00:16:56.520 --> 00:16:59.240] So I'm going to go there first right now on profitability.
[00:17:00.200 --> 00:17:09.000] So important because we're all, we've like also gotten into this culture where, and I'm like, we all talk about revenue, like vanity and our revenue metric.
[00:17:09.000 --> 00:17:09.560] It's really big.
[00:17:09.560 --> 00:17:10.920] It's a big milestone.
[00:17:10.920 --> 00:17:14.280] Revenue is one of the most important KPIs.
[00:17:14.280 --> 00:17:16.440] You should have really strong revenue.
[00:17:16.440 --> 00:17:20.360] But if you're not profitable, that doesn't mean anything, right?
[00:17:20.360 --> 00:17:25.720] And there are certain businesses that don't have to be profitable if you're venture-backed and you're investing for growth.
[00:17:25.720 --> 00:17:28.680] And so not every business needs to be profitable.
[00:17:28.680 --> 00:17:32.920] But if you're not like investing for growth, then you should be profitable.
[00:17:32.920 --> 00:17:35.880] And even when you're investing for growth, you want to do it in a profitable format.
[00:17:35.880 --> 00:17:41.800] So, I still believe in a strong EBITDA, strong profitability, having strong margins in place.
[00:17:41.800 --> 00:17:48.720] That's one of the things we talk about constantly inside a Millionaire Founders Club: what are your target margins across your products, across your thing?
[00:17:48.720 --> 00:17:51.120] Tell me about what you see in these businesses.
[00:17:51.680 --> 00:17:54.800] How are you driving profitability through operations?
[00:17:54.800 --> 00:17:56.640] A lot of it is efficiency.
[00:17:56.640 --> 00:17:58.080] So, you don't know what you don't know, right?
[00:17:58.080 --> 00:18:19.120] And when you're running solo or where you're running with a very lean team of incredible admins that don't necessarily have the acumen or the experience to realize, like, we are bleeding money left and right through either manual processes that can be automated, or we're using tech that we shouldn't be using, or we're throwing money into ads, and it's not bringing back, there's no return of investment there.
[00:18:19.680 --> 00:18:27.280] When you don't have someone looking at those things, and as the CEO, you're not really thinking of those things, you're thinking of like, how can I bring in even more business?
[00:18:27.280 --> 00:18:29.200] It's very difficult to stay profitable.
[00:18:29.200 --> 00:18:32.000] It's really easy to spend money when you're a business owner.
[00:18:32.000 --> 00:18:32.720] It's so true.
[00:18:32.720 --> 00:18:34.080] I want you to like say that line again.
[00:18:34.080 --> 00:18:38.240] It's so easy to spend money as a business owner, and there's so much that you have to like.
[00:18:38.240 --> 00:18:44.240] You're constantly feeling, I feel like I'm just constantly throwing my wallet at this next tool, the next person, the next thing.
[00:18:44.240 --> 00:18:47.040] And you have to be able to track measurement of success.
[00:18:47.040 --> 00:18:52.800] And I think that's what operations really allows: the trackability of what is important to see that successful.
[00:18:52.800 --> 00:18:56.560] If we are spending money on ads, how do we track that that is successful?
[00:18:56.560 --> 00:18:59.040] How do we track that that return comes back?
[00:18:59.360 --> 00:19:03.280] And so, and people are your most expensive tool.
[00:19:03.280 --> 00:19:06.640] So, the most expensive tool that you have in your business is people.
[00:19:06.960 --> 00:19:10.640] And I will say, you run the greatest team.
[00:19:10.640 --> 00:19:16.240] Like, I've seen, I've worked with your team hand in hand across everything, like across every department.
[00:19:16.240 --> 00:19:18.240] And you drive such efficiency.
[00:19:18.240 --> 00:19:21.280] They're so incredibly productive.
[00:19:21.280 --> 00:19:26.240] What are like, how do you drive efficiency within the team the way that you do?
[00:19:26.240 --> 00:19:27.280] Processes.
[00:19:27.280 --> 00:19:28.480] Okay, tell me more.
[00:19:28.480 --> 00:19:29.800] It's all process-oriented.
[00:19:29.800 --> 00:19:31.720] We stick to a strict scope.
[00:19:29.520 --> 00:19:33.160] I don't like the fluff.
[00:19:33.480 --> 00:19:37.880] So, when it comes to, for example, like administrative work, taking a look at the workload.
[00:19:37.880 --> 00:19:41.560] How much of this workload is just stuff that you're doing because you're used to doing it?
[00:19:41.560 --> 00:19:42.360] Is it driving?
[00:19:42.680 --> 00:19:43.720] Can you give me an example?
[00:19:43.720 --> 00:19:49.080] So, like, as like, so how can, because we've got CEOs in the audience that are listening, they've got teams.
[00:19:49.080 --> 00:19:53.880] What are some things that they can audit or check in on to say, hey, I see inefficiency?
[00:19:53.880 --> 00:19:56.760] And then, how do you have those, like, how do you drive that efficiency?
[00:19:56.760 --> 00:19:59.160] So, for example, inbox management is a big one.
[00:19:59.320 --> 00:20:08.840] If your EA, VA assistant is in there handling emails, you are most likely 60 or 70% of them are going to be the same type of emails.
[00:20:08.840 --> 00:20:20.760] If you don't have templates locked and loaded inside of your email software, you're wasting so much time there with having your assistant having to type and retype all of these different emails with the same, it's the same concept, right?
[00:20:20.760 --> 00:20:27.800] So, like, if you have an inquiry for a podcast, you should have a canned email that then can be customized to the inquiry.
[00:20:27.800 --> 00:20:33.240] And that's saving your assistant so much time and effort because they're not having to reinvent the wheel.
[00:20:33.800 --> 00:20:34.920] And it's done the way you want it.
[00:20:34.920 --> 00:20:35.160] Exactly.
[00:20:35.160 --> 00:20:37.160] It's done the way you want it with your brand voice.
[00:20:37.160 --> 00:20:38.120] It's already approved by you.
[00:20:38.120 --> 00:20:42.200] So, then that way you sleep easy knowing that it's being done in your way.
[00:20:42.200 --> 00:20:43.720] And they're saving so much time.
[00:20:43.720 --> 00:20:46.600] Granted, so much time, I mean, 20 minutes here, 30 minutes there.
[00:20:46.600 --> 00:20:50.600] But when you look over the month, that's several hundreds of dollars that you're saving.
[00:20:50.600 --> 00:20:51.000] Yeah.
[00:20:51.320 --> 00:20:58.680] And then, on, you know, like, I think one of the things that we kind of get nervous about, and I'll speak for all of us non-tech folks here.
[00:20:58.680 --> 00:21:04.520] It's like, that makes complete sense that, you know, have these this process in prayer in place.
[00:21:04.520 --> 00:21:06.600] I like fully want to have an SOP for everything.
[00:21:06.600 --> 00:21:14.440] Like, I wish I had the perfect drive that had all the perfect processes with every SOP outlined, everything is approved, boom, boom, boom.
[00:21:14.440 --> 00:21:16.240] But where do you begin?
[00:21:14.840 --> 00:21:16.400] Right?
[00:21:16.560 --> 00:21:21.360] Like, it's like it feels like this elephant is so, and I'm about to answer about to answer my own question.
[00:21:21.360 --> 00:21:24.080] You bite it one, you eat the elephant one bite at a time.
[00:21:24.080 --> 00:21:26.880] I know, but it feels so overwhelming.
[00:21:26.880 --> 00:21:27.680] It is overwhelming.
[00:21:28.960 --> 00:21:30.960] So, how do you begin when you come into the business then?
[00:21:30.960 --> 00:21:32.080] Like, where would you start?
[00:21:32.080 --> 00:21:35.680] So, I start at the profitability, where are we losing money?
[00:21:35.680 --> 00:21:38.080] A lot of the times, it's the follow-up with like failed payments.
[00:21:38.080 --> 00:21:38.960] Oh, my God, that.
[00:21:38.960 --> 00:21:40.240] That's a huge one.
[00:21:40.240 --> 00:21:45.040] So, immediately we just recoup the investment through that and create a process there.
[00:21:45.040 --> 00:21:47.760] And then the next thing is client-facing so that we retain clients.
[00:21:47.760 --> 00:21:49.360] So, then that way we're not losing money.
[00:21:49.360 --> 00:21:49.920] Okay.
[00:21:49.920 --> 00:21:55.360] So, anything having to do, yeah, with like profit loss, but also client experience.
[00:21:55.360 --> 00:21:57.600] Those are the two places I start every single time.
[00:21:57.600 --> 00:21:59.520] They make the most impact on the business.
[00:21:59.520 --> 00:22:10.720] Once that's all set and it's all streamlined, and the team is trained on it, because you can have all the SOPs in the world, but if your team is not trained and executing, it does not matter how many documents you have.
[00:22:10.720 --> 00:22:50.840] Okay, so step number one: if you like, if we're just beginning from like from scratch on like what would be the biggest things to go solve for in profitability would be go check on payments and having more systems streamlined for payments and then two would be on the client experience those would be your top one and two to go tackle in operations i think that's such an important tip and payments are truly the heart of your business and even i the person who knows this who's created an entire payment network that like even within seo school like when you came in that was the first place that we sat and we're like so many failed payments so many customers that are still in our systems that don't need to be that we need to like just clean up the experience.
[00:22:50.840 --> 00:22:53.480] And so starting there is definitely the first place.
[00:22:53.480 --> 00:22:55.320] I fully agree with that.
[00:22:55.320 --> 00:23:07.560] And you can create processes in place that like even if you don't have the that extra team to like the accounting person or that team member, even having those templates to go collect the like go collect your money.
[00:23:07.560 --> 00:23:16.440] But why is it like we just like we're so busy, I guess, running everything chasing or like getting the next client doing the next thing we've got to get in to solve for it.
[00:23:16.440 --> 00:23:19.160] Yeah, and honestly though, I'm going to be so real with you.
[00:23:19.160 --> 00:23:22.120] CEOs don't want to be having those conversations with their clients.
[00:23:22.120 --> 00:23:23.400] There's I don't think they should.
[00:23:23.400 --> 00:23:23.880] No, they should.
[00:23:23.880 --> 00:23:25.240] So I don't think that you should.
[00:23:25.240 --> 00:23:29.240] I actually feel like I'll get in the way and I've gotten in the way I'm like, oh, this is easy.
[00:23:29.240 --> 00:23:30.040] Like this is my client.
[00:23:30.040 --> 00:23:32.040] Let me just go solve the situation.
[00:23:32.040 --> 00:23:34.840] And it actually is not the right way of communication.
[00:23:34.840 --> 00:23:39.880] Like your team should be handling payment-related issues with the client.
[00:23:39.880 --> 00:23:49.560] So I think that that's like a very important rule to have where you as a CEO, you should be able to come in if we can't resolve the issue.
[00:23:49.560 --> 00:24:00.120] But support payments, accounting, that should be with, even if it's an alias account that does it or an assistant that does it, it has to be separate in communication.
[00:24:00.120 --> 00:24:00.840] I agree with that.
[00:24:00.840 --> 00:24:01.720] 100%.
[00:24:01.720 --> 00:24:08.360] Like as a solopreneur, like you said, an alias account, hey, it's my assistant, blah, blah, blah.
[00:24:08.360 --> 00:24:09.160] Have them do it.
[00:24:09.160 --> 00:24:11.960] However, there needs to be like that separate, that emotional separation.
[00:24:11.960 --> 00:24:16.120] As business owners, too, we are so emotionally involved with our business.
[00:24:16.120 --> 00:24:19.800] We should not be making emotional decisions, but we are still emotionally involved.
[00:24:19.800 --> 00:24:26.440] And when it comes to failed payments, recurring failed payments, we're going to feel some type of way about it.
[00:24:26.440 --> 00:24:27.400] And that's so normal.
[00:24:28.040 --> 00:24:32.600] More 90% of the time, the client doesn't even know that the payment failed because they're so busy.
[00:24:32.600 --> 00:24:33.000] Yeah.
[00:24:33.000 --> 00:24:34.680] That they have no idea.
[00:24:34.680 --> 00:24:36.840] Yeah, and then it just is like completely wrapped up.
[00:24:36.840 --> 00:24:37.400] Yeah, right.
[00:24:37.400 --> 00:24:37.880] Exactly.
[00:24:37.880 --> 00:24:44.120] So, so payments is the first place that you go into usually where you find the biggest level of like, let me go fix this.
[00:24:44.120 --> 00:24:50.320] And I love that you talked about client experience because earlier last episode, we talked about falling in love with your customers.
[00:24:50.640 --> 00:24:59.440] And I do think that that's one of the things, like when we, you and I sat down to talk about Millionaire Founders Club, we got this huge program off the ground.
[00:24:59.440 --> 00:25:05.440] And, you know, I was like, it went really well, but now we have like all of these women in.
[00:25:05.440 --> 00:25:07.920] How do we just create that super client experience?
[00:25:07.920 --> 00:25:12.000] And it was like actually listening, not just the customer surveys, talking to members.
[00:25:12.080 --> 00:25:14.160] We're like, how can we elevate communications?
[00:25:14.160 --> 00:25:15.760] How can we elevate onboarding?
[00:25:15.760 --> 00:25:20.240] How can we elevate even things like when we show up for our Zoom calls?
[00:25:20.240 --> 00:25:25.120] And we've gone through so many iterations of just pain points.
[00:25:25.120 --> 00:25:29.680] And an operational brain can just see it, solve for it.
[00:25:29.680 --> 00:25:32.160] And so I love that we talked about client experience.
[00:25:32.160 --> 00:25:33.040] It's so important.
[00:25:33.040 --> 00:25:35.920] I mean, and clients are the life and blood of your business.
[00:25:35.920 --> 00:25:36.320] Yeah.
[00:25:36.320 --> 00:25:38.960] You know, they're the reason why we're in business and why we do what we do.
[00:25:38.960 --> 00:25:42.560] So it's just so important that their experience is seamless from beginning to end.
[00:25:42.560 --> 00:25:45.920] And happy clients refer clients your way.
[00:25:45.920 --> 00:25:47.360] And great people know great people.
[00:25:47.360 --> 00:25:47.760] Yeah.
[00:25:47.760 --> 00:25:49.280] Great people do know great people.
[00:25:49.280 --> 00:25:52.000] She's some good warning language, Tamara.
[00:25:52.000 --> 00:25:57.840] Okay, I want to shift gears a bit and talk about, like, I feel like you know so much crazy.
[00:25:57.840 --> 00:26:01.520] Like, I feel like our offline conversations are so fun.
[00:26:02.160 --> 00:26:06.960] Just you get to see people's businesses, and it's like literally being in someone's house.
[00:26:06.960 --> 00:26:08.960] Like, you're in someone's house.
[00:26:08.960 --> 00:26:11.440] You could see if they're messy, you could see what's on the table.
[00:26:11.440 --> 00:26:12.080] You could see what's happening.
[00:26:12.320 --> 00:26:13.920] You could see all the things.
[00:26:13.920 --> 00:26:16.560] What are some of the biggest mistakes?
[00:26:16.560 --> 00:26:18.960] And like, and I and I want to be like graceful.
[00:26:18.960 --> 00:26:20.720] Like, we're all making mistakes.
[00:26:20.720 --> 00:26:28.320] I mean, you came into my business, there's like a million things that you were like, we're going to fix this right away but you've you've come into so many different businesses that you serve.
[00:26:28.320 --> 00:28:09.360] What are the top things that you see or patterns that you see um in operations that are like so solvable and that you're like here's the top things that let's look let's look at those in our business so entrepreneurs there's a blueprint for us right so like we're we're all the same at our core visionaries we all have a million different ideas we all try to execute all the things on our own we all think that we're the only ones that can do a specific task all of that lends itself to overwhelm and nothing getting done so when i come into a business more often it is just half finished projects half finished thoughts half finished tasks and a very overwhelmed and passionate individual that just really wants these things to work but they don't understand why it's not working and the reason is that you can't do it all you can't be the ceo and the coo and the cmo and your accountant and your social media there's no way that you can do all of those things in the beginning sure you have the the drive and the hustle and the desire to make it work to hustle through six months a year 18 months but then you hit a wall because you can't do it all and deliver quality it's very true so coming in it's just we've all been there we've all been there and i i feel like if you haven't been there yet you will be there soon and it is it is a true um marker of a business a business yeah we all have to go it's like a run-of-age type of rite of passage a rite of passage yeah where you got to go through it you have to go through it and then the biggest mistake that i see is um business owners not being able to let go of tasks of responsibilities because, well, it's my baby.
[00:28:09.360 --> 00:28:10.080] This is my baby.
[00:28:10.080 --> 00:28:10.720] I've worked so hard.
[00:28:10.720 --> 00:28:11.200] And it's true.
[00:28:11.200 --> 00:28:12.240] Your business is your baby.
[00:28:12.240 --> 00:28:22.880] Like, you put so much love, blood, sweat, and tears into it late nights, weekends, and it's okay, but someone else can do these tasks better than you can.
[00:28:22.880 --> 00:28:30.560] You are so good at being the business owner, the practitioner, the consultant, the speaker.
[00:28:30.560 --> 00:28:33.600] You're not necessarily the best at admin.
[00:28:33.920 --> 00:28:35.520] You have friction around it.
[00:28:35.520 --> 00:28:37.760] You are procrastinating.
[00:28:37.760 --> 00:28:42.160] It's taking you three times as long to get through that inbox because you don't want to do it.
[00:28:42.160 --> 00:28:42.800] Yeah.
[00:28:42.800 --> 00:28:44.240] You don't want to do that.
[00:28:44.240 --> 00:28:47.920] So the pattern is not letting go.
[00:28:47.920 --> 00:28:48.640] Not letting go.
[00:28:48.640 --> 00:28:49.520] Not letting go.
[00:28:49.520 --> 00:28:51.360] And then the half thoughts, like doing it all.
[00:28:51.840 --> 00:28:52.320] Right.
[00:28:52.640 --> 00:28:53.760] And it's all stories.
[00:28:53.760 --> 00:28:54.880] It's all stories.
[00:28:54.880 --> 00:28:56.560] And it's easily fixable.
[00:28:56.560 --> 00:28:57.520] And what are those stories?
[00:28:57.520 --> 00:29:00.720] Because I think the story in my head before is like, well, no one can do it.
[00:29:00.720 --> 00:29:01.680] They're my perfectionism.
[00:29:01.840 --> 00:29:04.000] That's the story I for sure can validate.
[00:29:04.000 --> 00:29:06.080] And then it's too expensive, right?
[00:29:06.080 --> 00:29:09.760] Like, that's the biggest thing that it's like, oh, it's, but the right tools can also affect.
[00:29:09.760 --> 00:29:11.280] You don't always need humans for everything.
[00:29:11.280 --> 00:29:12.320] Can we talk about that?
[00:29:12.320 --> 00:29:13.680] Yeah, you don't need humans for everything.
[00:29:13.680 --> 00:29:16.240] Tech can take you a long way.
[00:29:16.240 --> 00:29:21.920] However, it's more expensive to fix a problem than it is to get the right people in at the beginning.
[00:29:22.240 --> 00:29:26.640] Because you're wasting not only time, but you're wasting money, effort, energy.
[00:29:26.640 --> 00:29:30.880] So if you were, for example, like what I like, people always ask me, like, when should I bring in a virtual assistant?
[00:29:31.520 --> 00:29:40.240] And it's, if you're making $4,000 to $5,000 a month, not that much, $4,000 to $5,000 a month, you can afford a virtual assistant to come in and start taking.
[00:29:40.480 --> 00:29:41.440] Even if it's part-time.
[00:29:41.440 --> 00:29:42.240] Part-time.
[00:29:42.240 --> 00:29:47.200] And not, and by part-time, I mean like five hours a week, 10 hours a month.
[00:29:47.200 --> 00:29:50.560] It doesn't have to be a lot to start, but it frees you up.
[00:29:50.560 --> 00:29:53.120] And it gets you in the habit of delegation.
[00:29:53.760 --> 00:29:59.800] And the more that you delegate, the more time you have to go make money and to network and to get in front of the right people.
[00:29:59.360 --> 00:30:01.720] So there's a lot that we can do there.
[00:30:02.600 --> 00:30:09.000] And it's really easy for things to get done the way that you want it to get done when you have processes.
[00:30:09.000 --> 00:30:13.880] And you don't have to have like these complicated 12-page PDFs and videos.
[00:30:13.880 --> 00:30:20.520] You can create a easy loom, so like a screen recording walkthrough of this is how I do X, Y, and Z.
[00:30:20.520 --> 00:30:22.360] This is how I onboard a client.
[00:30:22.360 --> 00:30:23.000] That's it.
[00:30:23.000 --> 00:30:23.480] That's it.
[00:30:23.480 --> 00:30:27.320] I really do think what you said on like it starts early.
[00:30:27.320 --> 00:30:33.560] Like delegation is one of the biggest, like the best traits of successful people.
[00:30:33.560 --> 00:30:36.440] And I see constantly that we hoard it.
[00:30:36.440 --> 00:30:40.120] I literally will fight with like my husband.
[00:30:40.120 --> 00:30:42.840] He like is has always been a small team guy.
[00:30:42.840 --> 00:30:44.680] Him and his partners literally do everything.
[00:30:44.680 --> 00:30:49.960] We're like the complete opposite of like, I'm like, my family calls me like master delegator.
[00:30:49.960 --> 00:30:52.520] My mom's like, you would literally delegate out having your children.
[00:30:52.520 --> 00:30:55.720] I'm like, I honestly, I would have if I had like the option to.
[00:30:55.720 --> 00:30:59.000] I could delegate every single thing out.
[00:30:59.320 --> 00:31:01.160] And that's not always like a full good thing either.
[00:31:01.160 --> 00:31:05.240] Because then like right now when I'm like building a startup again and I have to like be the one to do, I like forgot.
[00:31:05.320 --> 00:31:06.440] I'm like, who's going to do that?
[00:31:06.440 --> 00:31:07.560] I'm like, oh yeah, that's me.
[00:31:07.560 --> 00:31:09.160] Like it's like literally talking to a mirror.
[00:31:09.160 --> 00:31:10.680] I'm like, I got to do it now.
[00:31:11.000 --> 00:31:13.000] But it is such a strong skill set.
[00:31:13.000 --> 00:31:18.120] And I think that you have to, like, once you kind of embrace it, it unlocks that next thing.
[00:31:18.120 --> 00:31:22.680] And we always talk about like, it's the $10 task versus the $1,000 task.
[00:31:22.680 --> 00:31:30.440] So why are we so afraid of letting it go and paying somebody to do it that's going to do it way better than I am?
[00:31:30.440 --> 00:31:33.800] So then I can go get the $1,000 thing deal done.
[00:31:34.520 --> 00:31:36.280] And that applies to everything.
[00:31:36.280 --> 00:31:36.760] Everything.
[00:31:36.760 --> 00:31:41.640] Your home, your life, every single thing is that $10 task versus a $1,000 task.
[00:31:41.640 --> 00:31:47.920] But we are so caught up in our psyche of it's truly the letting go that and the story is no one can do it.
[00:31:47.920 --> 00:31:48.800] It's too complex.
[00:31:44.840 --> 00:31:50.320] No one can do it because I know how to.
[00:31:50.480 --> 00:31:53.520] No one can do it because XYZ.
[00:31:53.520 --> 00:31:54.800] And that's not the truth.
[00:31:54.800 --> 00:31:57.520] Somebody else can do it and they can actually do it better.
[00:31:57.520 --> 00:31:58.080] Exactly.
[00:31:58.080 --> 00:32:01.680] Yeah, we're just, we're all in our way, and especially as women, I think.
[00:32:01.680 --> 00:32:02.160] Yeah.
[00:32:02.160 --> 00:32:08.480] Oh, because we are conditioned by our upbringing, by society, and everything that we are the caretakers of everything.
[00:32:08.480 --> 00:32:10.400] Everything is our responsibility.
[00:32:10.640 --> 00:32:19.520] And also because we are so by nature nurturing, we and we take everything on ourselves.
[00:32:19.520 --> 00:32:23.600] It is very conditioned in who we are, nature and nurture.
[00:32:24.160 --> 00:32:29.280] And we have to rewrite that story where we are deserving of support.
[00:32:29.280 --> 00:32:33.120] It comes down to the mindset around and like feeling, do I deserve this?
[00:32:33.120 --> 00:32:34.880] And it's like, we are deserving of support.
[00:32:34.880 --> 00:32:38.320] We are deserving of having people in our lives cheer us on.
[00:32:38.320 --> 00:32:42.080] My business is deserving of other people believing in it as much as I do.
[00:32:42.080 --> 00:32:42.960] Oh.
[00:32:42.960 --> 00:32:43.760] Oh, I love that.
[00:32:43.760 --> 00:32:45.280] I gotta like, we have to record that.
[00:32:45.280 --> 00:32:50.000] We have to re-listen, like rewind and re-listen to that because that's it's so true.
[00:32:50.000 --> 00:32:52.560] It's that it's it is it's nature and nurture.
[00:32:52.560 --> 00:32:58.400] I still feel like I have to, even though I delegate out everything, it's still that voice in my head that I have to do all of it.
[00:32:58.400 --> 00:33:00.080] We all have that to do.
[00:33:00.080 --> 00:33:03.360] And so this is your reminder: you don't have to do it all.
[00:33:03.360 --> 00:33:04.080] You don't.
[00:33:04.080 --> 00:33:05.600] You get to do the things that you love.
[00:33:05.600 --> 00:33:09.520] And there's, and to be successful, you're still going to have to do some things that you don't love.
[00:33:09.520 --> 00:33:10.320] So let's be honest.
[00:33:10.320 --> 00:33:12.560] You're still going to have to do things that you don't love.
[00:33:12.560 --> 00:33:21.280] But the administrative part, the majority of like the mundane stuff can get off of your plate and it can be operationalized.
[00:33:21.280 --> 00:33:21.680] Yeah.
[00:33:21.680 --> 00:33:22.240] Right?
[00:33:22.560 --> 00:33:29.760] What are some of the other, so like some of the other, not just flags, but what are some of the things that you're like, please stop doing this?
[00:33:30.520 --> 00:33:31.000] I love this.
[00:33:31.080 --> 00:33:31.800] Just say it.
[00:33:31.800 --> 00:33:32.600] I love this.
[00:33:32.600 --> 00:33:33.960] So just say it.
[00:33:34.280 --> 00:33:40.520] You know how like the other day I gave you an Airtable sheet and I had like your own tab that's at Sunira and then just use this sheet.
[00:33:40.520 --> 00:33:41.480] Just use this sheet.
[00:33:41.480 --> 00:33:41.880] Yeah.
[00:33:41.880 --> 00:33:58.360] So when my CEOs go in and they just want to get something done now because they've had a bout of inspiration and then like all the tech breaks because they don't know that there's like five zaps behind it and a bunch of other things that are contingent on a specific trigger.
[00:33:59.000 --> 00:34:03.480] So it's that control piece of you can delegate.
[00:34:03.480 --> 00:34:13.080] And again, if you have a team that you trust that has proven themselves, trust them to execute and have that foresight of.
[00:34:13.720 --> 00:34:14.280] I love that.
[00:34:14.280 --> 00:34:17.240] That's so funny that you like brought that up because I asked for something.
[00:34:17.240 --> 00:34:21.880] I was like, oh, let me help you with like there was like some like payments that were dear or whatever.
[00:34:21.880 --> 00:34:23.640] I was like, I'll go in and I'll write my notes.
[00:34:23.640 --> 00:34:27.160] So she sends me back the Airtable, which is a tool, new tool that we're using.
[00:34:27.160 --> 00:34:30.200] And I want to get into the tools, like your best top tools.
[00:34:30.520 --> 00:34:33.880] So she sends me the spreadsheet or like the sheet within it.
[00:34:33.880 --> 00:34:38.440] And it says, Sunira's only use this, like only use this.
[00:34:38.440 --> 00:34:40.440] And I was like, oh, did you think I was going to like break stuff?
[00:34:40.440 --> 00:34:41.320] I just wanted to view it.
[00:34:41.320 --> 00:34:42.120] And she's like, no.
[00:34:42.120 --> 00:34:43.800] But she's like, you'd be surprised.
[00:34:43.800 --> 00:34:45.560] Like, just use that sheet only.
[00:34:45.560 --> 00:34:49.240] But that's really important to just get out of the way and to trust the team.
[00:34:49.240 --> 00:34:53.560] And, you know, I do think that that's an important thing.
[00:34:53.560 --> 00:34:55.400] What are the other like please stops?
[00:34:55.400 --> 00:35:00.680] Like, or like in the business or like something operational or like tools that people are using, like that's so outdated.
[00:35:01.000 --> 00:35:12.280] So something I see a lot too is people trying to use project management tools like ClickUp or Asana and making it very, very complicated because you also don't, you're not a project manager.
[00:35:12.280 --> 00:35:16.160] As a business owner, you're not a project manager and that's okay.
[00:35:16.160 --> 00:35:16.640] You don't have to.
[00:35:16.800 --> 00:35:17.600] That is a skill set.
[00:35:17.600 --> 00:35:18.560] That is a skill set.
[00:35:14.920 --> 00:35:21.360] We have people that are trained on that, that go to school for that.
[00:35:22.880 --> 00:35:31.280] And it's like this like super convoluted tool where now you have a million different tasks in a million different lists and none of it makes sense and things get lost.
[00:35:31.280 --> 00:35:44.160] So a lot of the things that we do too, if a business has been around for like three to five years, is we spend a lot of time cleaning up and then setting up that project management system in a way that makes sense and creating dashboards for our CEOs so that they never have to go into the tool.
[00:35:44.400 --> 00:35:44.960] I love that.
[00:35:44.960 --> 00:35:47.360] It just like loads their to-do list into a dashboard.
[00:35:47.600 --> 00:35:49.120] God, I love a good dashboard.
[00:35:49.120 --> 00:35:50.160] And it makes it easy.
[00:35:50.160 --> 00:35:52.880] So then that way like you guys don't have to touch anything.
[00:35:52.880 --> 00:35:53.920] Don't even touch anything.
[00:35:54.000 --> 00:35:54.960] Don't touch anything.
[00:35:55.520 --> 00:35:56.240] Don't touch anything.
[00:35:56.240 --> 00:35:59.760] If you take something away from this, is once you have like an ops person, don't be touching things.
[00:35:59.760 --> 00:36:00.400] Isn't that funny?
[00:36:00.400 --> 00:36:03.360] I feel like this is like, I sound like, I feel like it sounds like me as a mom.
[00:36:03.360 --> 00:36:04.320] I'm like, don't touch anything.
[00:36:04.400 --> 00:36:05.280] Like the house is clean.
[00:36:05.440 --> 00:36:06.000] I just did it.
[00:36:06.000 --> 00:36:08.080] Like we have this like, just don't touch anything.
[00:36:08.080 --> 00:36:09.440] Don't break it.
[00:36:09.440 --> 00:36:10.480] That's so funny.
[00:36:10.480 --> 00:36:11.680] What are your favorite tools?
[00:36:11.680 --> 00:36:17.120] So kind of like, what are the tools that are, I think technology has also evolved so much.
[00:36:17.120 --> 00:36:20.160] And I'm like, there's so much great AI stuff happening.
[00:36:20.160 --> 00:36:21.680] How do you feel about AI?
[00:36:21.680 --> 00:36:25.440] What are your top tools that like sometimes it can be so overwhelming?
[00:36:25.440 --> 00:36:26.880] What are the things that you're using?
[00:36:26.880 --> 00:36:28.720] Yeah, so it really depends on the business.
[00:36:28.720 --> 00:36:37.360] We customize our tech stack based on the business that we're going in to, but specifically for my team, we use Slack for communication.
[00:36:37.360 --> 00:36:38.080] Chuck.
[00:36:38.080 --> 00:36:38.960] Incredible.
[00:36:38.960 --> 00:36:39.760] I love Slack.
[00:36:39.760 --> 00:36:41.120] I love Slack Pro.
[00:36:41.120 --> 00:36:42.880] We can go back as far as we need to.
[00:36:42.880 --> 00:36:43.920] The searchability is great.
[00:36:43.920 --> 00:36:47.680] You can drop your voice memos and it automatically creates transcripts, which I really enjoy.
[00:36:47.920 --> 00:36:48.800] I did that yesterday.
[00:36:48.800 --> 00:36:51.360] I actually didn't realize that there was voice notes on Slack.
[00:36:51.360 --> 00:36:57.200] And my team is like, I sent a voice note, and they're like, now it's on Slack, but it transcribes it.
[00:36:57.200 --> 00:36:58.000] So that's good.
[00:36:58.000 --> 00:36:59.360] And it makes it so easy to search.
[00:36:59.360 --> 00:37:00.760] So like you save so much time there.
[00:37:00.760 --> 00:37:01.880] So, love Slack.
[00:37:02.280 --> 00:37:03.640] Internally, we use ClickUp.
[00:36:59.840 --> 00:37:05.480] I love ClickUp the way that I have it set up.
[00:37:05.560 --> 00:37:10.600] It's easy for me to see my team's workload, where they're at, the accountability piece.
[00:37:10.600 --> 00:37:16.520] So, we also do time tracking in there, which helps a lot with literally everything and the type of work that we do.
[00:37:17.000 --> 00:37:19.480] We use Monday, and we're pretty happy with the tool, too.
[00:37:19.480 --> 00:37:20.600] Yeah, Monday's fantastic, too.
[00:37:20.600 --> 00:37:23.480] It's the same thing, differently, truly.
[00:37:23.480 --> 00:37:27.160] And then we share a lot of passwords because we're in a lot of businesses.
[00:37:27.160 --> 00:37:31.160] So, we do use one password for secure password sharing.
[00:37:31.160 --> 00:37:31.960] And that's literally it.
[00:37:31.960 --> 00:37:34.680] Like, our business is so streamlined.
[00:37:34.680 --> 00:37:39.400] Of course, we like hop on Zoom and things like that, but that's like behind the screens.
[00:37:39.400 --> 00:37:40.840] That's what we're using in our tech stack.
[00:37:40.840 --> 00:37:43.080] Most of our clients have courses.
[00:37:43.080 --> 00:37:45.480] So, for example, we use Circle with You.
[00:37:45.960 --> 00:37:49.720] There's so many different tools that all kind of do the same thing.
[00:37:49.720 --> 00:37:50.040] Okay.
[00:37:50.040 --> 00:37:54.360] So, like, Circle and Mighty Network, interchangeable, both fantastic, both beautiful.
[00:37:54.360 --> 00:37:57.800] Kartra and Kajabi, great, interchangeable.
[00:37:57.800 --> 00:38:05.480] It truly depends on what your individual business needs are, which is like why when we come into a business, we do like a business audit and a tech stack audit.
[00:38:05.480 --> 00:38:07.960] And it's like how much of, like, we're doing that for you right now.
[00:38:07.960 --> 00:38:10.040] It's like how many duplicates do we have in here?
[00:38:10.040 --> 00:38:18.920] Because, like, there are things that a tool can do, like, a tool can do multiple things, and you might be paying for like three or four different tools that can do the same thing.
[00:38:18.920 --> 00:38:21.320] I do like, and then streamlining the tools for the team too.
[00:38:21.320 --> 00:38:23.880] So, it's like, this is it, like, this is what we use.
[00:38:23.880 --> 00:38:25.640] Our vendors then use the same thing.
[00:38:25.640 --> 00:38:27.000] Like, we're used to using the same things.
[00:38:27.000 --> 00:38:30.760] I do think it's important to have a strong project management tool for the team.
[00:38:30.760 --> 00:38:35.320] And that is, you know, once, and then you as a leader also have to use it.
[00:38:35.320 --> 00:38:39.320] So, what I will say is that something that I'm really proud of is I learned a lot.
[00:38:39.480 --> 00:38:41.080] I feel like I keep having to learn the tools.
[00:38:41.080 --> 00:38:45.280] Like, I just had to learn Monday fully this last year for my team.
[00:38:44.440 --> 00:38:49.520] And, like, we use HubSpot, and I feel like if you don't use it, then your team's not going to use it either.
[00:38:44.680 --> 00:38:51.680] So, you have to commit to being like, okay, I'm going to do it.
[00:38:51.760 --> 00:38:53.040] I'm going to do the thing.
[00:38:53.040 --> 00:38:54.640] And you just have to use it.
[00:38:54.640 --> 00:38:55.680] And so, you do have to use it.
[00:38:55.680 --> 00:38:57.520] I'm a big fan of Google Suite still.
[00:38:57.520 --> 00:38:59.040] So, like, everything is still Google Suite.
[00:38:59.040 --> 00:39:01.440] So, I don't have separate Dropboxes or this.
[00:39:01.440 --> 00:39:03.120] Like, everything is just in Google Suite.
[00:39:03.120 --> 00:39:05.280] So, like, the simpler, the better.
[00:39:05.280 --> 00:39:07.200] And you used a term called Zap.
[00:39:07.360 --> 00:39:07.920] Zapier.
[00:39:08.000 --> 00:39:10.000] Okay, so that shit scares me.
[00:39:10.000 --> 00:39:14.480] Tell me, like, that, I'm like, it's like, it's literally like the name is Zap too.
[00:39:14.640 --> 00:39:16.960] Like, that is like, like, that is what that is.
[00:39:16.960 --> 00:39:19.200] Tell me about the zap.
[00:39:19.200 --> 00:39:20.080] So it's an integration tool.
[00:39:20.160 --> 00:39:20.800] It's a game changer.
[00:39:20.960 --> 00:39:21.920] It's a game changer.
[00:39:21.920 --> 00:39:22.880] It's an integration tool.
[00:39:23.120 --> 00:39:23.760] We use it everywhere.
[00:39:23.760 --> 00:39:27.520] I've been using it for years and years and years and years, but I don't know how to set that up.
[00:39:27.520 --> 00:39:28.640] So it's an if-then.
[00:39:28.800 --> 00:39:30.880] So if this happens, then that happens.
[00:39:30.880 --> 00:39:33.680] And it just makes all of your tools work together seamlessly.
[00:39:33.680 --> 00:39:45.840] So for example, we have it set up now that if someone comes into MFC and they do Thrivecart, we get notified on Slack, but also it zaps them a contract and it zaps them their welcome email.
[00:39:45.840 --> 00:39:47.440] So that's all interconnected.
[00:39:47.440 --> 00:39:48.160] Automations.
[00:39:48.160 --> 00:39:49.600] Yeah, automations.
[00:39:49.600 --> 00:39:51.760] Talk to me about automations.
[00:39:51.760 --> 00:39:57.840] Okay, so what audited, like, so zaps are what you use for automations, and you don't have to be the expert to do it.
[00:39:57.840 --> 00:39:59.200] Find an expert to do it.
[00:39:59.200 --> 00:40:01.840] Like, that's what, those are the things that you're like, okay, great.
[00:40:01.840 --> 00:40:05.920] But automations save, like, the whole process is so much more single.
[00:40:05.920 --> 00:40:07.600] You don't forget to send the contract.
[00:40:07.600 --> 00:40:08.240] You don't forget.
[00:40:08.240 --> 00:40:11.760] And when that trigger happens of that, then the onboarding email goes out.
[00:40:11.760 --> 00:40:12.880] Then the welcome goes out.
[00:40:12.880 --> 00:40:20.160] It's like, why are we putting like such human thought process into things versus just letting the tools do their job?
[00:40:20.160 --> 00:40:22.480] A lot of it is that you don't know what you don't know.
[00:40:22.480 --> 00:40:22.880] Yeah.
[00:40:22.880 --> 00:40:26.560] Or the fear around implementing it because you don't know how to integrate something.
[00:40:26.560 --> 00:40:30.920] And that's totally normal, but then like you're wasting all this money on human labor.
[00:40:29.600 --> 00:40:33.560] I still have so much to talk about and we're like literally on time.
[00:40:33.960 --> 00:40:34.440] I have one more.
[00:40:29.840 --> 00:40:35.960] We're going to have to do a part two, but I really do.
[00:40:36.040 --> 00:40:42.600] I'm so curious as to, I have so many thoughts on AI and like what are your favorite tools?
[00:40:42.600 --> 00:40:44.440] How do you feel about ChatGPT?
[00:40:45.240 --> 00:40:51.640] We could probably like spend forever on this, but just high-level, give me like what we should be thinking about as business owners today.
[00:40:51.640 --> 00:40:53.480] Yeah, that's like a whole other situation.
[00:40:53.480 --> 00:41:00.600] But AI is, I believe, if you want Tamara back, screenshot this right here and say, we want more ops.
[00:41:00.840 --> 00:41:13.560] And I'm going to be tagging everything in the show notes of behind the screens and just like everything will be linked so you can connect with Tamara and her team and fill out a form that she'll probably put in the show notes.
[00:41:13.560 --> 00:41:16.920] It'll automatically connect to whatever, that'll automatically give you a response.
[00:41:16.920 --> 00:41:17.960] Like it'll all be set.
[00:41:17.960 --> 00:41:22.920] So just go to the show notes and click the button and you'll be able to figure out how to get all of this done.
[00:41:22.920 --> 00:41:24.840] So in Tamara, we trust.
[00:41:24.840 --> 00:41:28.280] But what are the AI tools that you love?
[00:41:28.280 --> 00:41:30.920] So for AI, again, I'm still exploring.
[00:41:30.920 --> 00:41:32.200] I'm still finding the things that I love.
[00:41:32.200 --> 00:41:35.320] I do think that AI is your friend, but it is a tool.
[00:41:35.320 --> 00:41:37.160] It's not like the end-all, be-all.
[00:41:37.160 --> 00:41:43.960] And the mistake that I'm seeing recently in the past year is that people are just using AI to like, for example, like crank out like all of their content.
[00:41:43.960 --> 00:41:54.520] You can use AI for like how we use, like brainstorming and getting like the key, you know, the key takeaways, but then there needs to be like this human touch because algorithm recognizes algorithm.
[00:41:55.160 --> 00:41:59.000] And it doesn't hit the same way that like human content hits.
[00:41:59.000 --> 00:42:01.000] Humans recognize algorithm now.
[00:42:01.160 --> 00:42:02.680] At this point, we're so trained for it.
[00:42:02.680 --> 00:42:07.400] I am so over seeing ChatGPT on social media everywhere.
[00:42:07.400 --> 00:42:10.440] Like a human recognizes now ChatGPT.
[00:42:10.440 --> 00:42:12.520] You could tell all day, every day.
[00:42:12.520 --> 00:42:15.680] And it is great that it does like pump out content.
[00:42:15.680 --> 00:42:17.120] It does do like the things.
[00:42:17.120 --> 00:42:18.400] Use it to brainstorm.
[00:42:14.840 --> 00:42:20.560] I literally love ChatGPT.
[00:42:20.720 --> 00:42:25.920] I use it every single day, but I don't use it to copy-paste content.
[00:42:25.920 --> 00:42:27.760] I don't use it to write the proposal.
[00:42:27.760 --> 00:42:32.000] I don't use it to, I use it to help and assist me to make it faster.
[00:42:32.000 --> 00:42:41.200] Right now, when I sat for the episode outlines, I literally have a prompt, and you can train your Chat GPT to have your tone.
[00:42:41.200 --> 00:42:42.400] You can feed it information.
[00:42:42.560 --> 00:42:43.760] It's so helpful.
[00:42:43.760 --> 00:42:47.760] I have submitted within my ChatGPT for the podcast.
[00:42:47.760 --> 00:42:49.680] It has its own little section.
[00:42:49.680 --> 00:42:52.240] And I'm like, you know, it's February.
[00:42:52.240 --> 00:42:54.480] Here's what I'm thinking for my outlines.
[00:42:54.480 --> 00:42:55.520] I really want to talk about this.
[00:42:55.520 --> 00:42:56.480] I really want to talk about that.
[00:42:56.480 --> 00:42:59.600] Let's brainstorm some like topic and ideas.
[00:42:59.600 --> 00:43:01.680] And so then she's like spitting back out me.
[00:43:01.760 --> 00:43:02.880] She's like, oh, let's do this.
[00:43:02.880 --> 00:43:03.440] Let's do that.
[00:43:03.440 --> 00:43:08.800] Like, I literally talk to ChatGPT as if it's like my teammate brainstorming.
[00:43:08.800 --> 00:43:14.800] And then we create like episode outlines, but I'm not like using it to like script it out or to do whatever.
[00:43:14.800 --> 00:43:19.840] Like we're literally talking back and forth to help me brainstorm and then put it together.
[00:43:19.840 --> 00:43:26.240] I also use ChatGPT before I send a big email to my team for whatever, like I copy, like anything for copy editing.
[00:43:26.240 --> 00:43:28.960] Boom, it's so nice to do copy editing.
[00:43:28.960 --> 00:43:30.240] Like literally throw it in there.
[00:43:30.560 --> 00:43:38.000] I use it for so many different things, but what I see online right now constantly is that blanket copy paste.
[00:43:38.000 --> 00:43:40.000] And it's really frustrating.
[00:43:40.000 --> 00:43:44.000] I see it like from vendors, from partners, from social.
[00:43:44.000 --> 00:43:49.040] Like we can all see through it and you're going to get called out for it.
[00:43:49.040 --> 00:43:49.440] Yeah.
[00:43:49.760 --> 00:43:56.160] And I mean, I do think that down the line, there are going to be there's going to be legislation around this type of stuff.
[00:43:56.160 --> 00:44:17.800] And Chat GPT and AI does not replace the the incredible conversion copywriters that are out there i'm same with like digital art it doesn't replace like and it shouldn't replace like the incredible artists that are out there um it is just a tool a tool that we should be leveraging because it does save us time it does save us energy However, it is one of those things where it's going to give you what you give it.
[00:44:17.800 --> 00:44:23.320] So if you just pop in a prompt and that's it, it's going to give you very generic information.
[00:44:23.320 --> 00:44:27.480] You do have to spend a lot of time with it, training it, talking to it, giving it feedback.
[00:44:27.480 --> 00:44:29.160] No, I don't like how this was written.
[00:44:29.160 --> 00:44:30.120] This is more of my tone.
[00:44:30.120 --> 00:44:32.920] Here are some examples of emails that I've written in the past.
[00:44:33.720 --> 00:44:38.680] Something that I really enjoy using it for is, for me, it's a tone.
[00:44:38.680 --> 00:44:41.240] So like I'll put in an email before I send it out.
[00:44:41.240 --> 00:44:44.120] If it's like a more important email and I'm like, what's the tone of this email?
[00:44:44.120 --> 00:45:34.400] Oh, so then it just like tone checks me because sometimes it's sometimes I'm very excited and I have like 19 different exclamation points in my emails and sometimes it's very like straightforward like hey I need this and it's like does this sound rude and then it'll tell me and it won't like yes man me like my team will be like no it's fine and I'm like is it fine I'm not sure yeah I like I do I use it all the time for like email checks like just like helping me flesh it out or to like expand upon like something clean it up like it's so great I really do think it's such a great tool and there's there's a lot of really great AI tools for your space too talk to an expert that knows it like even for whether you are in podcasting or like you have like even in content even in whatever there are tools that can make things so much more efficient it's fantastic when used right and I'm actually really curious as to like how it's gonna grow and I think that like AI, we actually dropped AI from Worth's name, by the way.
[00:45:34.480 --> 00:45:35.440] So it's worth AI.
[00:45:35.440 --> 00:45:45.200] We actually dropped it from like the logo because AI, we're actually using like generative AI and like how we're using it is really it's it's patented, it's really unique, it's all the things.
[00:45:45.200 --> 00:45:47.200] But AI is going to be parfur course.
[00:45:47.360 --> 00:45:49.440] It's going to be how everything is built.
[00:45:49.440 --> 00:45:51.600] So now everything is going to have that.
[00:45:51.600 --> 00:45:57.520] One of my favorite AI tools actually is a note taker, a great note taker during meetings.
[00:45:57.520 --> 00:46:00.320] I don't like that it sends like you have to know how to like control your settings.
[00:46:00.320 --> 00:46:04.880] So it's not sending read receipts to everyone because we get those from other people.
[00:46:04.880 --> 00:46:09.360] If you use a note taker, make sure that it's turned off and it's private.
[00:46:09.360 --> 00:46:21.200] And a tip that I got from another CEO or from like my board actually is like, don't have note takers as part of like everyone can have their individual note taker that they pay for.
[00:46:21.200 --> 00:46:21.920] Yes, exactly.
[00:46:21.920 --> 00:46:27.440] So don't have it paid by the company because it's pretty much recording everything and you don't want that.
[00:46:27.440 --> 00:46:33.600] So if a team wants to bring in their own note taker, they pay for their own note taker, they have their own things and it's for their private use only.
[00:46:33.600 --> 00:46:37.600] So it's then their controlled environment, my controlled environment, et cetera.
[00:46:37.600 --> 00:46:39.600] So it's not like the company's note taker.
[00:46:40.000 --> 00:46:44.080] That was like a little bit of like, I got that tip and I'm like, hey, that's like a really good one to watch out for AI.
[00:46:44.800 --> 00:46:45.040] Yeah.
[00:46:45.040 --> 00:46:45.440] Yeah.
[00:46:45.440 --> 00:46:45.920] Yeah.
[00:46:46.240 --> 00:46:48.080] And I mean, it's fantastic too.
[00:46:48.080 --> 00:46:53.040] Like, for example, entrepreneurs, note takers for sales calls.
[00:46:53.040 --> 00:47:00.160] So then that way you can be fully present in these calls and then afterwards you can go through your note taker, make your proposals.
[00:47:00.160 --> 00:47:00.880] Action items.
[00:47:00.880 --> 00:47:06.880] I literally only use it to be like, give me my action items from this thing or put together everyone's action items.
[00:47:06.880 --> 00:47:19.280] I do it to also like have it where I'll flag, like I'll tag, like it'll like go into a library of what kind of meetings there are so I can go back and reference and even write out, be like, write me a thank you response.
[00:47:19.280 --> 00:47:23.680] So it's like based on the conversation like of like, let's say I had a potential client conversation.
[00:47:23.760 --> 00:47:27.200] It's like, thank you so much for our conversation today.
[00:47:27.200 --> 00:47:28.480] This was like the next steps.
[00:47:29.280 --> 00:47:31.480] Here's like the stuff already ready to go.
[00:47:31.480 --> 00:47:33.160] And then I can take it from that meeting.
[00:47:33.160 --> 00:47:34.600] Like that is such a time saver.
[00:47:29.840 --> 00:47:36.200] I love my computer.
[00:47:36.520 --> 00:47:38.600] Things don't fall through the cracks because that's also the thing.
[00:47:38.600 --> 00:47:40.680] It's like you want to be present, you want to be taking notes.
[00:47:41.320 --> 00:47:42.360] And it's too much.
[00:47:42.360 --> 00:47:53.640] But with this type of AI, for us especially, I mean, like in the meetings that we have, it's just so easy for me to then just be able to go through and it's like, okay, like this is stuff for Lily to do, for me to do, for Marielle to do.
[00:47:54.040 --> 00:47:57.480] And it's, and again, I can, you know, we can talk about this all day.
[00:47:57.480 --> 00:48:01.880] It's just like project management and AI and how we can load this into the tool and have it do its thing.
[00:48:01.880 --> 00:48:07.160] But I think the lesson or like the big takeaway is really there is there are great things to leverage.
[00:48:07.160 --> 00:48:08.520] We don't have to do all of it either.
[00:48:08.520 --> 00:48:09.880] So you don't need to be overwhelmed.
[00:48:09.880 --> 00:48:11.240] We don't need to have all the tools.
[00:48:11.240 --> 00:48:13.720] I do think that that is a big lesson for me.
[00:48:13.720 --> 00:48:28.600] It's like this, like as simple as we can make our tech stack, as simple as we can make our process and operations, as simple as we can make our billing, our pricing, all the things just makes the business life easier and it is easier for scale.
[00:48:28.600 --> 00:48:34.760] So Tamara, thank you so much for sharing all of your incredible tips and tricks and everything operations today.
[00:48:35.080 --> 00:48:42.200] You've been behind the screens of our business, but I'm excited to bring you to the screens of CEO School.
[00:48:42.200 --> 00:48:46.360] How can people find you and get connected?
[00:48:46.360 --> 00:48:46.840] Easy.
[00:48:46.840 --> 00:48:48.520] Well, first of all, thank you so much for having me.
[00:48:48.520 --> 00:48:50.360] This has been so fun.
[00:48:50.360 --> 00:48:57.400] And you can find me on Instagram at Tamara Munos Wilden, it's my personal one, but for behind the screens, it's behind the screens Inc.
[00:48:58.040 --> 00:49:01.400] Same with our website, behindthescreensinc.com.
[00:49:01.480 --> 00:49:04.680] Then that way you can just see everything that we can do for you and support you with.
[00:49:04.680 --> 00:49:05.160] Amazing.
[00:49:05.160 --> 00:49:05.640] Can you?
[00:49:05.640 --> 00:49:08.280] I'm going to plug everything into it, you're going to plug everything into the show notes.
[00:49:08.280 --> 00:49:10.360] So she's going to plug everything into the show notes.
[00:49:10.360 --> 00:49:17.280] And I hope you got just something of it of what you can streamline, let go, you know, delegate and automate.
[00:49:14.440 --> 00:49:21.440] So, all right, we'll see you guys next week at the CO School episode.
[00:49:21.760 --> 00:49:26.960] If you loved today's show, tag us, share it with a business bestie, leave us a review.
[00:49:26.960 --> 00:49:28.000] This is how we're growing.
[00:49:28.000 --> 00:49:28.960] Let me know what you think.
[00:49:28.960 --> 00:49:32.560] This is my last episode right now from today's session.
[00:49:32.560 --> 00:49:35.840] We did three today, so the last three shows.
[00:49:36.000 --> 00:49:38.240] It's been so fun doing it in the house.
[00:49:38.240 --> 00:49:40.560] Like, I feel like I'm really excited to do this.
[00:49:40.560 --> 00:49:41.360] So relaxed.
[00:49:41.360 --> 00:49:44.960] We're about to head to Disney World as a perks of living in Orlando.
[00:49:45.200 --> 00:49:48.800] Literally about to take a one-night staycation with my family.
[00:49:48.800 --> 00:49:50.000] It's Friday for me.
[00:49:50.000 --> 00:49:51.680] I know it's Monday for you.
[00:49:52.000 --> 00:49:57.440] But I'm so excited to wrap up our episodes and I really hope you enjoyed it.
[00:49:57.440 --> 00:50:00.160] Please let me know what you thought, what you thought about this environment.
[00:50:00.160 --> 00:50:04.320] If you're watching, I know many of you watch across different social channels.
[00:50:04.320 --> 00:50:08.880] Let me know about what you think and all the stuff.
[00:50:08.880 --> 00:50:14.800] So I'll see you back at Insocial and I'll see you next week on next week's episode of Seo School.
[00:50:14.800 --> 00:50:16.320] Bye, everyone.
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