Ed Gandia interviews Kai Davis about automating client intake for freelancers and consultants. They discuss how to keep the process efficient without losing the human touch that makes clients feel valued.
Welcome to the High Income Business Writing Podcast, helping you propel your writing business to a whole new level. And now, here's your host, Ed Gandia. Well, hey there. Thank you for joining me for episode 99 of the High Income Business Writing Podcast. My name is Ed Gandia and this is the podcast for business writers and copywriters who want to take their writing businesses to the six figure level or the part time equivalent. As a quick reminder, you can find detailed show notes for this episode by going to b2b launcher.com episode 99 if you've been following me for a while, you know that I am all for efficiency and I am all for tools and systems that help us become more efficient. And the problem is that it's too easy, especially today, to get caught up in the efficiency game and lose sight of the end goal. And the end goal is simple. The end goal for most of us is to get better clients, higher fees and more rewarding work. Right? And in a world that's filled with apps and tools and plugins and tricks and hacks, those are great. But it's too easy to make that the goal and lose sight of what's really important, which is to improve where we are, improve our businesses, do better for ourselves so that we have a business that's in alignment with our values and with what we want to get out of life. I don't know about you, but I don't want to become more efficient at getting crappy results. I want to get more efficient on or at working on what really matters. And my guest today is going to touch on this. His name is Kai Davis. He's one of one of my colleagues here in the business development coaching community. He's a great guy, wicked smart. He works with freelancers and consultants. And what I like about Kai is that he strikes the right balance between efficiency and effectiveness in his client intake process. And in this interview he's going to share with you his step by step system for managing prospects in a way that saves time and yields better quality leads and prospects that turn to clients. So he's going to explain what he does to automate the pieces that could easily be automated. Yet don't make you sound like a robot that don't take the human element away. Instead, what they do is they make it easy for you and make it easy for your prospect to kind of enter that top of the funnel. And then those who are qualified and who are good fit. The closer they are to becoming a client, the more interaction they get from you, the more personalized interaction and contact they have. So it's a very smart approach. He's going to give you lots of very specific advice. Going to share a lot of different tools with you. We have them all in the show notes. So I encourage you to go there. If you're somewhere that you know you're not close to a notebook, you can't take this down. Don't worry. I've documented all this. It's in the show notes@b2b. Launcher.com Episode 99 so with that, let's get to that interview. Kai, welcome to the show. So great to have you here, man.
Hey, thanks for having me on.
Super, super. Hey, before we get to the meet, so one of the first things are really the first thing that I ask every guest is to tell us about yourself. You know, what kind of work do you do, what types of clients do you work with, where do you live, what's your favorite food? So give us a glimpse into Kai Davis.
Absolutely. Favorite food is Pad say you from Tasty Thai. I love Pad Thai and I love Pad say you. I live in Eugene, Oregon. I'm a native Oregonian, went to the University of Oregon. And in terms of the type of work I do, it's split right now in two areas. The first area is I work as an outreach consultant, which basically means I handle promotional activities, digital promotional activities for my clients. So booking them on podcasts, helping set up joint venture opportunities, getting guest article placements for them, basically any opportunity that helps them expand the reach and depth of their content promotion efforts. The second area I work in is I work as a coach for freelancers and consultants. I frame it as business development coaching for freelancers and consultants. So rather than focusing on a specific area of a craft like, hey, how to be a better copywriter, I'm working with people to help teach them how to be a better freelancer or consultant. Maybe it's productizing our offerings or working on pricing or building a lead generation system to bring clients to our front door. Whatever it is, it's to help the people I work with build a better, more stable business. So those are the two different arenas I'm playing in right now. And the audience could read more about that. The coaching side@kaidavis.com and the outreach and promotional side of things@doubleyouraudience.com oh, I love.
Those, those good domain names.
Thank you.
So you are a big fan of automating business processes. And one of the things that I'm very attracted to you.
Thank you.
Because is the fact that you're so good at it. You take a very scientific approach to this. And I'm curious, have you always been this way? What got you thinking along those lines? Because you, as a solo practitioner, you do something very different from most of my audience. But you still have to qualify prospects. You still get leads online, people come to you and they send in inquiries. So I'm curious how you made that connection. What got you thinking along the lines of I need to automate a lot of what I do to be more efficient? Where did that start?
There really was sort of an F this moment about two years ago, and it.
