Brave Biz Lab 2024 06 21

Hello. Hello.

How's it going?

Good.

How are you? I'm good. I'm in a different room today. It looks like a nice hotel. It is actually like a mansion.

Oh, fancy. It's.

Lauren Howard rented this massive 12 bedroom, 12 bathroom home in Florida for us to do, like a launch party at Nice. And it's. It's absolutely insane.

Yeah.

It has a game room, it has a gym, it has a movie theater. It has just. It's massive. It's crazy. Anyway, it's awesome.

Smoke alarm to stop yet?

We did.

Yeah. We were able to figure out which one it was, but it made it really easy because there are, like four bedrooms on the ground floor and the smoke detector was upstairs. Hi. And so we were able to like, really simply decide we were going to sleep downstairs. So, anyway, welcome, everyone. Happy Friday.

Hello.

Awesome. Welcome. What are we celebrating today? Let's start there. Who wants to go first?

I have an odd, funny one to share. I bought a swimsuit on Amazon and it fit. It's nice and I'm excited.

It's so hard. I. I ordered two and neither one of them fits. But I didn't have time to get something else before my trip, so I just have big bathing suits right now.

It's.

Yeah. That's a major win. Congratulations.

It is a win.

It is a win.

Thank you.

Who wants to go next?

Yes.

Alex. And you don't have to raise your hand. Just go.

Okay.

We don't have manners here.

Got it.

Manners.

Not really.

But I'm going on vacation. Free sleeps as my. These days. Yeah.

That's awesome.

That's awesome. To try and wrap it all up.

Yeah. Yeah. Great. Well, I. I'm very jealous.

I'm jealous of myself.

Awesome. And who else wants to celebrate something?

I'll go. I'm channeling Dina a little bit because I had to push out a client or a potential client because they just weren't showing up the way I asked them to show up. They hadn't signed the paperwork, they hadn't done any of the work. So it's kind of sucky. But I'm celebrating that I'm getting clearer on my boundaries and holding those because this person was like, oh, my God, I need coaching. I need you to coach me. I need you to do all these things and then just wouldn't even do the things right.

So it's all right. Just what I'm meant to be.

Yep.

We all. We'll all get those at some point.

And Yvonne, do let yourself feel the shitty feelings, because after that you will become more confident.

Yeah.

I mean, don't fight it.

I mean.

Absolutely.

Congratulations, Yvonne.

Congratulations.

What else are we celebrating today?

Good.

Okay, great.

So what am I celebrating? Yeah, I just. I'm, like, at like 21 or 22 interviews, and I'm feeling ready to start doing something with it. So that's what I'm celebrating.

Awesome. That's phenomenal. Yeah, Congratulations.

I'm celebrating going in about 15 minutes and seeing my girls do a little dance routine at their dance camp from this week. It's the end of the camp for this week, so I'm going to bow out a little early. But I wanted to. They were excited and we're going to go and support them.

Yeah. And how cool that you have a life now that you can do that.

Yeah.

Unheard of previously.

Yeah. Awesome.

Awesome.

All right, who else? Celebration. Dina?

Well, finally my son is off fever. I mean, he had. And his pneumonia is getting better, and he asked for pizza yesterday, so. From a lioness that turned into a mama bear. Just like in those embarrassing commercials I ran.

Whatever you want that you'll eat. Great.

Exactly. Yeah.

And I had an amazing call yesterday with it's a getting with God on the phone superwoman. And we met through another superwoman, and I wrote about a post about it and. And I'm quoting her, she said, dina, you're not Zara, You're a Chanel.

So.

So start treating yourself like that. And it was a gift.

Yeah. Awesome.

All right. And then, Carrie, do you want to celebrate anything?

Sorry, I have myself on mute. We're done school now for the summer, so the house is insane. Well, Johnson and Johnson just came back to me with a request for a much bigger proposal than I had anticipated the first time. So I have your proposal template that I'm now furiously plugging in new numbers. And hopefully they're looking for August or September. So it looks like hopefully it'll happen pretty soon.

Yeah. Congratulations. Thank you.

Well, let's knock on wood.

Fingers crossed.

All of the things. Things.

Yeah. Because, I mean, it really shows that there's demand for what you're selling.

Yeah.

You know, and also you working really hard on this. The fact that you're continuing this conversation with them like that is something to be really proud of. Yeah, it's been a.

It's been a long.

Anywho.

Yeah.

Yeah. And I wanna. I wanna pause on this because for everyone who's doing corporate stuff, it can take a year. It can take more than a year.

Yeah.

You know, so I know, like, we start the Conversation. We get really excited, and then it takes forever, and. Yeah, that's just how it goes sometimes.

Yeah.

So. Well.

Yeah. Well, all right. Well, then let's move it right into.

Can I just say that it's so important to hear about the celebrations, because it's so inspiring, and I'm honestly so happy for you, Carrie. Well done. I'm, you know, happy. Dance.

But also, knock on wood. We'll knock on all the wood. Yeah, yeah, yeah.

No, in Jewish culture. In Jewish culture, we say that we have to celebrate each milestone.

Yeah.

So the fact that they already asked for more, that it's a celebration because you are invigorating that kind of energy into that.

Yeah, I hope so. I'm going to take a page out.

Of your book, Dina.

Awesome.

All right, well, let's jump into open Q and A. What questions do we have?

I have a question, and I'm going to go at around the 30, just so you know.

And.

And we could do it during the co working session, too. I'm not really sure how you design it, but just. Okay, now that I'm like, I've got, you know, 22 interviews or so, how do I now what. And I went through the next section, and it was like, talk to me about it.

So I was like, okay, yeah, yeah, yeah, yeah, exactly. So, like, there's no one way to figure out what your offer is going to be. So the really helpful. Because how we talk about our offer and what the offer is is kind of different.

Right.

Someone who has. Somebody who has the problem. Like, they're not going to know if you're just saying, oh, well, my clients work with me for six months, and this is how many sessions they have. They don't know how that's helpful to them.

Mm.

Right. So the interviews that you've been getting, what I want you to start sorting for is what are, like, the five to 10 problems that everyone has or that most people have? Maybe. Maybe there's one. There are a few problems in there that only, like, five of them had, but it. It was consistent enough that it's there. Right. Because when we. When we think about coaching, like how we're trained to coach and how we can market coaching are very, very different. Right. Because we know our clients are going to show up, they're going to have a certain set of problems, and we're going to help them in the moment with whatever those problems are. We know that, like, it's very rare that we have, like, a finite curriculum, that we take everyone through the exact Same way, because everyone's different. Everyone's in a different stage of their career, they have different beliefs, they've done certain levels of other work as well. Right. But, but clients don't know how to sign up for that. Like, clients don't know how to sign up for an empty container every two weeks where they get to just show up and talk. Right. So we have to kind of have a list of like, here's the things that we cover in our. In my program. Yeah, right. And so that becomes like, you know, kind of the menu that you choose from and you get to point to it and say, hey, here are the top 10 things that I work on with my clients. Not everyone needs to go over everything, you know, and I really customize your plan to your journey, you know, based on, you know, what your challenges are right now, what takes priority, what your goals are. Right. As for the actual package of your work, you know, this is where we get to have a little fun and look at the math of how much money you want to make. So I want you to think like three years from now, how much money do you want to make full time from this business?

Yeah, I think we did this maybe last week, and I think I should be charging eleven hundred dollars a month or six thousand dollars for six months.

Yeah, yeah, yeah. So I like that is your program, it's a six month commitment. They get two sessions a month. They maybe get some on demand support in between. And that's. Those are the payment options. Yeah, right. But that's not necessarily how you're going to market it. Yeah, right. That, that's kind of like at the end of the sales call, that's what you're going to walk them through. But by the time they get on the sales call, they understand that. Here's the menu options.

Yeah.

You see what I mean?

Yeah, yeah, yeah, I get that. Okay, so that's. So I think I can probably get that done like today and then update it as I get more.

Exactly, Yep, exactly. And then, you know, in your agreement, and if anyone needs someone to do an agreement for you, David Freiman actually has a special rate for contracts for my clients. So I'm more than happy to get you his information. If you just want to send me an email saying, give me David's contact and I'll just cc him in response. But you know, we tend to like, over get over detailed in our agreements about the scope of our work. And in your agreement, you really just want to have like the six months. This is how Many sessions.

And this.

This is in this. Right? This stuff is marketing. Like, this is, like, what you're going to focus on. Yeah, Right.

Okay.

Of course.

Yeah.

What other questions do we have today, Rich? Did you have any since you. I know you have to peace out in a few minutes.

Yeah, actually, I was just about to jump in, so thank you. So, actually, I'm going to dovetail as far as menu options offering. Do you recommend that there should be several to choose from, or does it all depend on the service that each individual is offering?

Yeah, so it really depends on the service. So for my coaches here, you're starting with one on one. That's it. For my folks who are doing any kind of done for you training kind of thing, you're going to have some options. Right. Because your clients are going to have different needs.

Got it. Right.

So for you, like, and of course, like, this is all customizable. If there's.

You.

If you design, like, three base services that you offer and someone needs, like, in between the second and the third, you can always customize it.

Right. Okay.

But this gives you, like, something that you can kind of just formalize. You can talk about it really easily because you've kind of trained yourself on it. Right. So I always like to think of, like, what's the bare minimum that would be helpful to your client? Right, right, the bare minimum. And then that's your. Your base program. That's your base offer. What's the thing that would be helpful to most. Most of your clients? You know, that's like the mid tier. Right. And then what is the. The Maserati?

Right.

What is the thing that would be, like, transformative for your client?

Right, Got it.

And then, because I know you do a lot of the work for your clients, there are a few different.

It's.

It's a little less simple than it was for Rachel, where we're just like, how much money do you want to make? Let's figure it back from there. And then let's figure out what you can charge now that you won't vomit. We have to figure out how much time you're spending on package one, package two, and package three. We have to figure out, like, what hourly rate you want to be making for that.

Right.

And then we also kind of need to buffer it because, like, you're going to work a little bit more sometimes you're going to want to go above and beyond, and you're not going to want to be resentful about it. Right, Right.

And even. Even now, I've already started to implement a little of that as well. You know, now that I've got a little bit of a track record of how long a project will take, given the parameters, I can kind of figure out, okay, that's going to probably take me four hours to. To knock out.

Yeah.

But just in case, let me just add a little extra, and then the. The rate is still decent.

Totally.

Yeah.

And then, you know, we also get to look at what's the spread you want to have.

Right.

You know, I. I'm always a big fan of, like, let's give you as many clients paying a decent chunk of money as possible. If you only have two clients that are both paying 10,000amonth, like, that's nice when you have two clients, but what, like one finishes and then the other one finishes, Then you're down to zero.

Yep.

The panic. Right. So I would rather you have one client at 10,000amonth, maybe another client at 5,000amonth, and then four others at 3,000amonth. Right, right. Because, like, even if the 10,000 drops off, you still have a few other. And then if One of the 3,000 drops off, you still have a good chunk. And then you get to speak to, hey, I have a spot open for my premium offer, and you get to really push that.

Right.

You know, I have two spots open for my intro offer, and you get to market that. And that way you can, like, really target the different types of clients that would need those different types of things. Right, right.

That's cool.

Yeah.

And then there's a little bit of that scarcity mindset also in the marketing and.

Yeah, exactly. Yeah. If you have two sales calls and you have that, like, big package available and you can only take one of them. I mean, that right there is. Hey, I just want to let you know I'm talking to a couple potential clients for this spot. You know, if you want it, you know, just know that, like, whoever says yes first is going to get it.

Right.

You know, because you're only one person, you know, and until you get to a point where you can hire a team. Exactly, Exactly. Yeah.

All right.

Very cool. All right. With that. Thank you so much.

Of course.

All right, take care, everyone. Have a good weekend.

You too. Bye.

All right, see you.

All right, what other questions do we have today?

Question for Yvonne.

Hi, Alex.

Hi.

How did you. Or I mean, everyone can really answer this question. How do you let tell someone know? Because. Can everyone hear me okay? I'm working.

Yeah, it's just a little worbly, but it's fine.

Yeah, yeah. Sorry. I'm lucky. So you obviously want to please everyone. You're always like, yeah, I can do this. So how do you tell someone no, if someone doesn't put in the work and you're feeling like, go anywhere, how do you communicate that? Just like, a little. Few finders. Also, at the end of maybe a sales call where you're like, I'm not sure if this is going to be the right fit.

Yeah. So I'll answer. And then if anyone else wants to answer as well, please do. Um, if you're on a sales call and it doesn't feel like it's the right fit, you get to say that. You get to say, hey, you know, based on what you're telling me, I don't know that I'm going to be the best person to help you. You know, like, where I shine and what I'm really, like, good at helping my clients with are these things because we want to educate them about how you're useful to people. Right. Because here you are, not taking their money, just, you know, because you want it. You're telling them, you know, don't give me your money because I can't help you with these problems over here. Right. I can't tell you how many people I've had a sales call with who I wasn't a fit for. They referred clients to me because they understood who I was useful to. Right. And I stood in integrity and I didn't just try to get their money.

Yeah, exactly.

Right. So you just say, you know, I don't know that I'm going to be the best person for you. And then, you know, if you happen to know someone and the person's not like a miserable human being, that you wouldn't feel terrible about passing on to someone else.

Which.

That's another story. I would make an introduction to someone else who might be useful. You're connecting them. You have someone who now will want to refer business to you as well.

Yeah, just.

Right. Yeah. Now, if you're just seeing red flags everywhere, refer them to a book. Here's a book. Here's a good. Yeah, like, you know, I'm not sure of anyone who could help you with that specific problem, but here's a book that I recommend you read.

Perfect. And maybe that will guide you in, like, a direction. What do you do if you. If you start working with someone and then after a month or two, you realize, I'm not sure, like, I was working with one client where I was, like, after two Projects like, please don't ask me for anymore. I don't think I'm. I don't think I'm comfortable in this, like, relationship. I mean, for this one, it would have been easy and I could have just said, sorry, I'm fully booked, but we are now in a six month program or something like this. And you're like, eventually, like, I'm not sure if this is going to work. How do you approach that? And I know I'm not there yet.

But I'd like to, like, yeah, yeah. You know, it's a. You want to make sure that in your contract you have a very clear scope of work and you have like, very clear guidelines around, like what you need to be successful for your client. Right. So, you know, make sure you have that. But also like, if it's just not feeling aligned or if the timing's not working out or whatever, you get to say, hey, listen, like, here's, you know, when we started working together, here's where we were saying we would be aligned. You know, as we've started the work, I'm noticing that we're actually not aligned in this way and we're not aligned in this way and this other thing, like, you know, I'm not, I'm really not able to support you in this way. You make it about you and not about them being a terrible client.

Got it.

No finger pointing, I don't think.

Yeah, like, hey, I'm noticing. I'm not. I'm not actually the person you need.

Yeah. Okay.

And you say, you know, I. I would love to make some recommendations to someone else if they're not a miserable person, or you say, here are the things that I think you need to start asking for from someone like me. Yeah, right. Because here's the thing, our clients don't know what they don't know. They don't know the right questions often. Right. So you can say, you know, when you signed up with me, here's what you had asked for. And I'm realizing now we had a miscommunication. You, like now you asked for this. Meaning this. I heard that. I was hearing this. You know, when you go out and find a new person or to find a new person, here's the. What you're going to need to start looking for, that they're going to be able to say, yes, I do that or no, I don't do that.

And then you basically just like end the contract. You let them out early. Y.

Exactly. And you say, you know, if we, if we end and, you know, you can always say, you know, here's how I can be helpful to you if you want to continue, you know, if they're not a terrorist.

Yeah.

It's just like, oh, you're asking me to do stuff that's outside my scope.

Yes.

You know, you can say, here's how I can be useful to you, but here's who we're going to need in addition, or I'm happy to let you out of the contract and you can go and find someone who, you know, offers everything in house.

Right.

Yeah.

Okay. Perfect.

Love that.

Thank you.

Yeah, of course. Yeah, we want to, we kind of want to coach people out, like, if they're not the right fit for us.

Yeah.

You know, it's so hard at the.

Beginning when you're like, hey, someone wants to work with me. Yes, yes, yes.

I can do anything, you know, and also, like, some people, they're a different person on a sales call. They just are, you know, and then they switch and you're like, this is not what I wanted.

Yeah, I've had that definitely with a client. I was like, whoa, now I don't like anymore.

Yeah, exactly.

Yeah.

You know.

Yeah.

You know, it's the, the tricky situation is like, if they do something racist or if they do something sexist or if they do something that is like morally opposed to what you're up to, then just call me and we'll figure out the language and the way to get you out. Yeah. Okay. But for, like, it's very rare that that stuff happens.

Okay.

I love that.

Yeah, no, for me, it was just like a. Sounded really nice, motivated on the call. And then working with them was like, whoa, you guys are like tough and not so accepting of expert advice. Even though they were super happy. They were super happy clients. In the end, they referred me to other businesses too. So it was just like, I don't like this dynamic. So, like in the future where now they would have signed up for a six month program or something like that, I think I would have needed definitely to have a conversation with them. Okay. I love this.

Well, and I want to name. Because you're going to be moving into the advisory space and this is very similar. Right. Is our clients are never going to do exactly what we tell them to do.

Oh, absolutely not.

Right.

And it wasn't even about that. It was just like the dynamic and. Oh, cool.

Yeah.

A discussion would have been probably.

Totally.

Yeah. And there are just some clients who are not coachable, unfortunately.

Yeah. I don't want to stereotype anyone. But there's a very specific. It's just hard to coach or give any advice to.

Yeah, yeah, I'll imagine who you're talking about. We know. Yeah, we got it. Yeah, yeah. And, and honestly like it. It's trial and error. You're going to all learn how to sort these people out. You know better as you go along.

Yeah. Well, great. That's such great advice. Thank you.

Of course.

All right, what other questions do we have?

I have a quick tactical question.

Yeah. So I finally switched over to acuity. So I should have just listened to you the first time and it's so much easier. Like I love the subscription and all that stuff makes it so easy. But now just your thoughts. I did post a lot with my calendly link. Now I switched LinkedIn my profile over, but do you see any harm in leaving calendly on until it runs out?

If you've already spent the money, yeah. Did you sign up for a year.

Old posts have the calendly link? So I don't want somebody to see it, click on it and it goes nowhere.

Hold on, let me, let me test something. Let me test something because. Hold on, let me just. What I'm gonna do so I'm talking you through it as I'm doing it is I'm going to take my acuity link that I use everywhere and I'm going to search it and see if I can like if it'll pull up all of my posts that have it in. I know they change it though, so it might not. Let's just do this copy, go to LinkedIn paste.

I mean only it's only like two months worth of posting that they'll time out eventually anyway. But I figure I might as well just let it run.

But I just wanted to see if.

You thought there was any issues with having both calendly and acuity at the same time.

No, no, it's no problem because they're both going to read. Like if someone books your calendly, then it's block off on your calendar connected to Google.

My Google Calendar.

So they read each other. Yeah. And also like, you know, if you're watching a movie that you've seen a coup times and you're kind of hanging out with your family eating popcorn. Like it doesn't hurt for you to have your computer open. You just kind of like scroll through and find the posts that have the link and change it, you know. But I also, I think you're earlier on early on enough in your business that it really doesn't matter. Yeah. And also if someone goes to it and doesn't work and they want to book with you, they're going to DM you or they're going to go and see like the link in your bio or whatever. You know, if someone's motivated to talk to you, they will find a way.

I guess that brings up the other point. I do notice that some people have LinkedIn links. And is that because they're paid service or is there a secret to creating a LinkedIn?

When I say LinkedIn links, what do you mean?

Like a link in their message?

Because LinkedIn does not like to send things outside. Right. And so I see people who have like LinkedIn links that sends things outside.

It looks like a LinkedIn link, but.

It, yeah, so it automatically to that.

Oh, okay.

So if you just add a link in your comments, it changes it. Okay, got it.

Exactly. So none of you. I don't want anyone sharing a post that has a link in it. You can share the post, go back and edit the post and add the link, but if you share the original post with the link, it's going to absolutely kill all engagement to that post. Because LinkedIn's going to see that and be like, nuh, you can't send people off the platform, you know, and then it'll kill all the, all the traffic to your post.

But if you edit, it won't do that.

If you, if you wait a little while, if you wait like you know, 20 minutes to an hour and you go back and edit it, I am always forget to go back and edit. I usually do it like later in the day. I'm like, oh, okay. But yeah, but here's the thing. Like most people who are on LinkedIn like know, know that like, oh, cool. You know, people have to do this to be able to do it.

Oh, the algorithm gods.

I know. Oh, speak of the devil. David Fryman. If anyone wants a contract, does that help? Yvonne?

Yes, thank you.

Okay, cool. What other questions do we have? I. Oh, sorry, Carrie and then Dina and Welcome. David.

Yeah, I'm just curious now why you suggest acuity over calendly. Because I use Calendly, but then I had to sign up for an acuity link on to be able to use it on Instagram because they don't link to calendly. But what is it that you like about acuity over Calendly?

I just like that it does a lot more stuff and I would rather just have one thing that all that works for everything. Right? So especially if you're doing like one to one coaching and you're, you know, engaging with individuals. What you can do on Acuity is you can set up a subscription payment. So you know, if, if you've been a one on one client with me and you signed up for the monthly payment plan, that's what you would have signed up through. You would have set up your payments through it. And it just auto bills every single month. Right. I really like, you know, the functionality for the email reminders. I really like the intake form. I really like how they handle their calendar, like how you can really customize like how what your availability is and you know, how busy here. And I also like that it just embeds really easily with, with, I mean it's, it's owned by Square, right. By Squarespace. So like that's super easy. And then it also syncs up with Stripe and Square and I think PayPal as well. So you have like a lot of options within it. But calendly you can't do the, the subscription payments. Like you have to have another thing to do that thing. You know, it's just like, here's one space. Yeah. And then Dina.

Thank you. I. I would like to experiment once again with how I introduce myself. So what do I, what do I help to achieve and for whom? Yeah. And I know that I'm not even halfway through with my interviews and I, like, that's even not debatable anymore. I get that. I understand and I changed my mindset, but now I got too much in my head that I'm not even able to answer that question when I'm asked that you do.

Yeah.

So with your help, I wrote something new and wanted to hear your feedback. So. Okay, I'm a business development strategist working one on one with leaders who are purpose driven. But then.

Okay, I'm gonna pause you here. I'm gonna pause you.

So.

So everyone, everyone gets really flipped out about how do I describe myself, what is my title? Your title does not matter. No one cares because they're not going to hear that you're a business strategist and say, oh my God, like I was just thinking the other day, I need a business strategist.

Right?

Right. So we need to first and foremost say, I help this type of person with this kind of title. Because then they're like, oh, that's me. Or that's my friend Jeff. Right. I help title with problem get to outcome.

Okay. So the problem that they have, the one that I specialize in, and I realized that it's not just early stage. It's somebody who has already an established organization, NGO startup, publicly listed company in different industries and they feel stuck. Something doesn't add up. And the numbers, the financial results show it.

Okay, cool. So I help founders and president CEOs.

Who.

Feel stuck because the numbers are not adding up to what they should. Like that's if they're saying like the numbers just aren't adding up, you know.

Well, like so in every investor would come and speak about the bottom line and there are two schools or askals in that. One is the profit and the other one is growth. And you know, a lot of debate in between. But they speak about the growth rate quarter to quarter, the outlook versus the actual results and so on and the profit involved. It depends on what industry. But now they start paying more attention to profit, but mainly to cash flow. So there are various metrics, financial metrics, but they clearly, they clearly find themselves speaking and justifying the financial performance in front of investors. And if it just continues to go, then they like it's just only one of the symptoms, right?

Yeah, but it's the most pressing one. Right. Because if they're not having cash flow like every other problem that they have is going to be exacerbated.

Yes.

Right. They're, they're going to have a hard time keeping people because they can't give raises. They are not going to be able to grow because they can't increase hug.

Count and they cannot blame the markets anymore because you know, just like.

Yeah, yeah. So, so I would, I would hone in on, I help these types of people who like the financial outlook is not matching up to like the, the new business that they're signing or something like that. Like how would they describe it when they're a little drunk and talking to their friends.

Okay, right.

And, and then I help them figure out a strategy that'll help them grow.

Ah, okay.

You know, just make it super simple.

Yeah, yeah, that's good.

Simple like brick to forehead.

Grow. Okay.

Okay, perfect. And I send a follow up email, a really good one. Cool. Punchy said to this one inch company and I said I've been thinking about it and I have new ideas and I would like to arrange a follow up call without fluff, just speak about a strategy that, to help tackle the challenges that you face.

Yeah, they haven't applied.

I mean I decided today in case they do come back to me, maybe they won't. First question, do I again follow up or I just let them be. And secondly, I sent Them a proposal before the retreat for $90,000 and now we spoke with you, if you remember, on one. On one for a new not invest relations but $15,000 for the audit and the playbook. And then I'm going support. So do I present that in the call of 30 minutes or not? How do I go around about all these proposals and what is it that I'm actually offering them?

Yeah. So I mean you're just going to augment. I mean you've already talked to them, you already understand the problems that they have.

Yes.

Right. And so you can go in and like kind of edit the proposal you already sent and rephrase stuff and change some stuff. Right. You're really just trying to get them on the phone. Right. And then once you get them on the phone you're going to say cool, like I was thinking about the problem you have. And like here's the timeline. I, I think you need to go by to change this and to change this and to change this and to change this. Right. When you get realigned to this thing over. Right.

Okay.

And you're still proposing basically the same thing, but you're going to present in a different format.

Okay, Right, okay, okay. That's helpful.

Yeah. And don't, don't worry about like oh God, I have to come up with a whole new thing. It's like no, like you have new thoughts about how to approach this problem that they have. Yeah, right.

You know.

Oh, sorry.

And really focus on. So the timeline, this is the change in order to align and get to that outcome. Yeah.

And it doesn't necessarily have to be a strict timeline. It could also just be like a sequence of events of what to focus on. You know, because from the whole Thailand, you know, hoot, nanny debacle, they're not great planners. It sounds like.

No.

Right. And so them like looking at a plan and be like, oh God, like okay, cool. Like this will give us some direction that could actually relieve a lot of stress for them.

Oh, okay, I see, I see. That's good point. And just one last question. Maybe somebody can help. I'm looking for a quick tool that will help me to manage my own expenses and monitor. Because I feel every time I'm trying to and I'm reaching for professional help in that way space but I'm trying to look for tools like monitor my every single expense.

What expenses are you talking about day.

To day, like housekeeping, like groceries, like the basic, the ABC in, in managing money.

Anyone? I think Intuit has a free personal Version for budgeting and everything.

So intuit, you know, too complicated.

Yeah, but I think that's. And other than that. But you never end up tracking it. Yeah, that's my only recommendation. Like, Internet has a version of that for personal use, but that's the only one that I know. But it's truly like, that will automatically track your credit card expenses already, like, anything that is connected. I've tried it for like three months and then it gave up. I said, whatever. This is all credit card space.

I'm curious why, like, what makes you want that?

Well, like, you all know already by now my money relationship. And for years I'm trying to improve it, and I am improving it. And you helped me. And you, Katie, and all of you in that group call when you just. And you, Katie, like, genius, pinpoint that blockage and so on. But. And I still run to the same problem. So I realized that, I mean, now I don't have more money yet, but the more money doesn't solve the money problems. So I'm trying to educate myself. I have. I had this fear about money. So now I feel like I'm losing my feet. Like, I'm again running out. I took another loan and another loan. So, like, I have to put a stop and again change. Because.

Okay, so let's. Because having a tool is not going to change your behavior.

No, I know that it's mine.

So let's, let's keep it super. Like, no tech. If it's really about you building a stronger relationship with money, here's what I want you to do, is I want you to, at the end of the day, sit down and write down everything that you bought, everything that you spent money on. And if you have to go, like, just open up your bank account so you can see your debit card. If you need to open up your credit card account and see it, like, spending time with it and desensitizing yourself to, like, the scariness of it.

Yeah, right.

Like, it will bring you, like, something that's automated in the background isn't going to do the work on your money relationship. Right there. I took a. A Trauma of Money certification a year, a couple years ago. Time flies. Anyway, and the first homework that they gave us was to go and do a subscription audit. Like, go and see what subscriptions you've signed up for. Well, well. So they, they had us do this and they said, you know, if you feel too activated, if, like, you feel so uncomfortable doing it, then just sit with that feeling. Right? And notice the feeling. And it Was fascinating. I couldn't do it.

Oh my God.

I've done so much work on my relationship with money and I couldn't do it. There was so much shame attached to this idea that I've just been wasting money and like I'm so out of control. Right. And it took me about a month to be able to do this very simple task. Right. Simple does not mean easy.

No.

Yes.

Right. Like meditation is simple. You're just sitting there. Right. It doesn't mean it's easy. Yeah, yeah, Right. But what was funny is like doing that and then spending time really looking at my finances, really understanding that stuff. It desensitizes you. It makes it less scary. Right.

Every single day at the same time, I should sit in for half an hour and just write down however long. Yeah.

You can block off a half hour if it doesn't take that long. If you, if you bought a coffee that day and that was it, you don't have to spend a half hour thinking about how you bought a coffee.

That's really good. Thank you so much. Thank you for.

Yeah, but start with that, you know, and then we can go into more money stuff as well. But you know, there's so much shame attached to money, Especially when we're like, oh my God, I shouldn't have spent money on that. Right. When really, like understanding why you spent the money on that thing, you know. Oh, well, I needed something to eat. I was hangry and we were out and I didn't plan well. Okay, cool. You know, I needed like, it's not like I wasn't going to eat, you know. And then understanding, oh, cool. I went to Target and I splurged on a bunch of home decor that I didn't need. Why, like, what was the driver for that? Oh, I was stressed out about this other thing. So this was me self soothing. Right, Right. Because like we do get dopamine when we buy something that does give us like the soothing chemicals.

Yeah, I went through that as well.

Yeah.

Yeah.

But like having compassion for you. Having compassion for the you that did that.

Yeah.

And saying, oh, cool. Like that was a self soothing moment.

Cool.

What other things can I do in moments like that that will help me self soothe? Right. We cannot be aware of when we make emotional decisions unless we're also aware of, like when those emotional decisions tend to happen. It's not like there's like an alarm that goes off with like a red glaring light. It's like, oh, you're being really emotional right now and you're about to make a purchase that is just to make you feel better. You don't need this thing.

That's a startup idea, Katie. Yeah.

Little electrodes in your brain, right?

Yeah.

Oh, my God.

Thank you for actually posing and asking this question. I really appreciate that you like investing in this. Thank you.

Yeah. Well, I mean, and, and you know, we all fall into this, right? We all think, okay, cool, I need to get better at this. I'm going to go and buy a bunch of tools that'll help me be better. The tools.

This is how I end up.

I.

Yeah. How many journals has everyone bought in the last year?

That as well. But I don't. Yeah.

How many self help books have you bought? Being like, this is going to change my life. Yeah, yeah, yeah, Exactly.

Oh, my God.

Yeah. Stationary stores exist because we think that a new notebook can change our lives. You know, people make money off of us, like thinking this thing is going to completely change who we are. It doesn't.

It all starts with.

Yeah, it starts with us. Yeah. But it's easier to buy something that'll make you feel better in the moment than it is to actually sit down and do the work. Right.

Yeah. And do you. Yeah. And I'm. I got a recommendation to reach out to like a family budget financial planner. So into her on Sunday and see.

Yeah, I will. I will also name that. For people with adhd, budgeting is just really hard. You know, just like the, the mentality of budgeting is really hard because out of sight, out of mind. Unless you're carrying your budget around all the time and it's like super present. It's always getting your attention. Like you're going to create it and then you're going to forget about it. Right. And also from a money mindset perspective, you want to be very careful when you're setting a budget that you're not putting yourself in scarcity all the time. Right. Because if you budget like, you know, $50 a day and you're constantly thinking, I only have $50, I only have $50, I only have $50, what's going to happen to the rest of your relationship with money? You're constantly. I think I only have this. Oh my God, like everything's so limited, you know, so how to do it then. I know that's, I mean, that's like the budget word.

Like budget triggers me. But one thing that I have done in the past where somebody's helped me is like my spending plan. Right. Here's what I plan to spend on certain things. It's just more empowering. I mean, it's the exact same thing, right? It's either in my plan or it's not. It's in my budget or it's not. But budget makes me feel constricted. Whereas, like, yeah, I didn't plan to spend this money. I can choose to, but it wasn't in the plan, so it might not be smart.

Yeah.

Oh, Alex. Alex just gave us a new thing to buy.

I have one of those too.

It's been recommended to me, but I love it. I was gonna say my budget, but.

Yeah, I. I use it. I use it every day. My husband got it for me. It is infinite. Number of notebooks in one notebook. Because he hates my notebook buying. And he had one since they came out. And since then they've had so many, you know, upgrades and versions that I have been love, love, love it. And I have all my clients notebooks in here. So for each client I have a new notebook. And then for my own stuff. And so, you know, like, if I sit in a coffee shop, I don't want to come here with three notebooks because I have all the notes, three different clients here that I don't know, going to work on. Sorry.

Yeah.

Can I piggyback off of this question real quick though? Because that is actually the questions that I had. How do you. Does anyone at this stage of their business, I feel like no one is like big enterprise here yet track their normal expenses, their incoming money? Because I've gotten to this point where I'm like, I can't even remember anymore what I spent, you know, from like software to, you know, client dinner or something like that. So it's all of these like, and here I got a new MacBook, and here I got a tablet, and here I got, you know, these expenses. And you have to. Incoming money. Does anyone use anything like Internet? Or is this just like overkill at this point? Because it's kind of overkill.

Yeah, it's overkill. So something really simple that you can all do is set up a separate email account. You know, that's like, like, you know, Alex's receipts. And every time you do something, you just like take a picture, you email it to that email account. You know, if you're doing a lot of that stuff, like, you might forget. But if you're, if you're doing a lot of stuff that can be, you know, written off at the end of the year, like sending it there and then you can just sort through it at the end of the year, you don't have to play detective on yourself, which I do.

You. You just dropped my mind. I have an evernote from, like 100 million years ago when people were using Evernote. And you can scan all of your stuff and have it in folders.

It's sometimes, like, think about how you can use a tool that you already have.

Yeah.

The easiest, lowest tech, like, least amount of mental work thing that you can do and make a system around that. There will come a time where you have a bookkeeper, an accountant, and they will say, here's our system that you have to use. And then you don't have to set it up. It's already set up with them.

Yeah. Our CPA gave us this awful Excel that I dread. Beginning of the year.

Yeah. Okay.

Thank you.

That's hard to use. Is a system you'll never use.

Yeah. So, yeah, I'll start the Evernote again.

Yeah.

In the store. Take the. Snap it and done.

Totally.

Yeah. Thank you.

Are you talking about specifically for business expenses?

And I'm just trying to be a little bit smarter, too, about, like, expensive work because it's like, you know, I'm sorry, I don't want to, like, game the system, but I just got a new tablet for my kids yesterday. Is the. Is gonna know that it's for my kids? No. Sorry.

Well, now I hope no one's gonna report. Now my FBI agent knows because.

And now I've been reported to the IRS for the T.

I mean, if it keeps your kid quiet while you're on meetings, then. Yeah, exactly.

Exactly. It's maybe basically like a daycare service.

Yeah, exactly.

Sorry I had you off, David.

I so something that I found helpful. This isn't always practical, depending on your needs, but I have tried as much as possible to limit, like, when I pay bills or buy things to like, no more than twice a month, so that, like, I'm in the. Because, like, I can. I have a hard time starting. But, like, once I get on a roll, it's not. I. I just doesn't feel like as big a deal. So I go into my bills, like, maybe once or twice a month, and I'm like, okay, I'm gonna pay bills. Or I. If I know that I need to, like, do a lot of, like, similar admin work, when I'm like zone, I find it less tedious. I mean, it's a mind trick. It's literally the same task. But I find that if I do it, if I, like, set aside time and like, you just, okay, I'm going to take My stack of bills and I'm just going to start paying bills as opposed to, like, the nervous energy I feel when, like, I get an invoice in my email or I know I have to, like, you know, sign something for someone, or I just, like, it irks me. So I just, like, I set it aside and I just find it a lot easier. It's a personal thing. It's just a mind trick. It doesn't.

No. I like that.

More efficient, but it helps me.

But then I can also put that aside and know, like, in two weeks I'm gonna sit down to do this and it's our problem. Like, shoot, I have to go through this. Finally.

Yeah. Alex, where are you based? Where are you based, David or Alex? Alex. Alex.

I'm outside of centrally.

So you're in the U.S. okay. Okay.

Yeah. But I'm from. I'm from Germany, so.

Because here I'm. My CPA has done this new an app for them and WhatsApp. So all I need to do is scan the receipt, send it to that, like, phone number through a WhatsApp, and it will go back straight to that folder of expand expenses.

Oh, my God. Israeli app ever. That's amazing.

Yeah, she's amazing. That was. Yeah. And, and, and by the way, you can create a group with just you on WhatsApp. You can invite a friend and then kick them out and then you will have a group and call it expenses. All you do is just send the photo to that group.

Okay. So much better. Vice Superson. Excellent.

We have time for one more question before we go into main takeaways. Anyone?

It's gonna. This is a question. Is. It's gonna sound. I know it's gonna sound ridiculous. I'm gonna say it anyway. So I took a long break from. From posting on LinkedIn a couple months. And I, like, I got back on the horse. I scheduled out. I have like a month worth of posts coming out like three times a week. And I'm promoting a new offer and it's been just like two posts and I'm still annoyed that it's not like, converting. And I know that as I say that it sounds ridiculous because I. I hadn't been active for two months and I posted twice. And even while knowing that it's annoying me, it's irritating me, and it's making it less fun to, like, go back. I can't like, oh, how many people signed up still? Zero. I hate you. I'm like. It's like I. Yeah. Even as I say that I know, I know how ridiculous it sounds, but it's still annoying me. Yeah, that's all I got.

I saw Neil Valio's post for a year and a half before I decided I was going to hire him. And then I didn't hire.

That's going to be a year and a half.

No, it's going to be two and a half years. Right. Samantha Harmon, I love her. She's a stylist. I want to hire her. In my mind, I've already hired her. I. I haven't signed up for her thing yet. I've been following her stuff for two years.

Right.

This is why we don't. Wait. This is why we don't hold ourselves back for perfectionism. Because it doesn't matter. The sooner people know about it, the sooner they can start playing out in their mind. Oh, that would be nice. Oh, that would be nice. Oh, I kind of want that. Oh, I kind of want that. Maybe I do want that. Oh, we're getting close to needing it. Oh, God. Like, now's the moment.

Yeah. Yeah, I. I know all of those things and I just have to like. Yeah, you have to do it before it's fun. I know that.

Yeah.

And I'm thinking if I say it out loud a couple more times, I'll start believing it, which is great.

Yep.

So keep on going. Make another six months worth of content.

I just felt like that also. Thanks. When you mentioned the subscription auditing, your subscriptions, I. My heart started racing and I got a little sweaty, which I appreciate because I skipped my workout this morning, so I'm guessing that counts. Yeah, I'm counting that.

Yeah. A little cardio. Monica, did you raise your hand? I want to make sure if you have a question, I can answer it. Mine was kind of the same as.

David in that, like you mentioned, things take long time. Especially like, if you're starting to work with corporate and like me with my adhd, I'm just like, if stuff doesn't happen immediately, then I'm like, lose interest in it. So I'm like, how do you stay excited about stuff that, like, just isn't happening yet?

I know.

It's probably a therapist question, so.

Yeah.

You know, honestly, I was talking to a client about this last night. How you stay excited about promoting your shit on social media is you make friends.

You.

You really start establishing relationships with the people that you're. You're posting with. Right. I'm literally in a house right now. I am with four people, three of which I had never actually met in person. But four people who I met through LinkedIn and everyone else is, I've met through the people through LinkedIn. Right. You know, I've been posting on LinkedIn for four years now. You know, it's like they are why I show up. They are why I'm excited to share. They, like, because they support you. We have to really differentiate between, you know, the dopamine we get from feedback on the platforms and understanding, like, what's going to work for our business. But like, the dopamine you get from likes and comments and those funny inside jokes that develop over time.

You know.

That is worth its weight in gold because it keeps you coming back. Right. And, you know, like, several of these people have been my clients. You know, they've referred business to me. You know, if, if you're approaching social media as if, like, you know, you're just like putting quarters in the machine, waiting for gumballs to come out and you're not like, going at it, like, also, with the goal of making friends, it's going to be a really, really rough ride, you know, So, I mean, make up a goal of making one friend a week. Not they don't necessarily have to be like a best friend, but like a friend that you might text with occasionally, you know, that'll make it a much more rich experience.

Deal.

Yeah, that makes sense.

That makes sense.

I mean, I have a good support.

System and I just, like, I don't.

Know, I forget about it.

Yeah, right. Yeah. Join the club.

Yeah.

Awesome. All right, let's do takeaways and then of course, we do have our co working session in about an hour, so we'll sign on. You'll just say what you're working on, we'll go on mute and off camera and we'll come back for the last 10 minutes so you can be accountable to whatever you said you were going to get done. Who wants to go first?

Monica, I really like your suggestion on if you're in a sales call with somebody that you don't really enjoy, you can recommend them to a book instead of recommending them to another person.

Yep.

Yes.

Yeah. And who are you picking next?

Carrie?

My biggest takeaway is that I'm not the only one with money issues. Although in the comments I'm like asking Alex, like, what's the latest remarkable that you have? Because I, I want that too. Even though I have literally like 80 empty notebooks sitting right next to me. But to sort of forgive myself for making those past crappy decisions and recognizing that it might be soothing. I had Never put that together. Which seems basic, but I attributed it to a whole host of other things. But that might be one of the.

Things that's in there as well.

So that's my key takeaway. Dina.

Thank you, Harry M. So first of all, relating to money. Shame. I mean this is what I always like feel to admit that I'm not good with money because how can I admit that if I work with the CEOs and I advise them. And by the way, I once I told my previous boss at a NASDAQ listed company with $1 billion valuation that I'm not good with financials. And they were almost kicked out from the Rustler 3000 index, which, you know, one of the top indexes in the US And I found a proof through the financial reports. Very creative. Not in the box that and appealed and they stayed in the index. So I keep on and they made 10 of million dollars to them I got zero. But I'm like, I like I keep on referring that I should not. Yes. It's not that I don't know. And I love math, I love numbers. So now I need to sit with it every single day and just get equipped with me auditing my own expenses. So thank you so much. Focus always on what problem I help to solve. Those CEOs and offering the same thing to one inch and just reframe it specifically for the milestones for them and put out a plan that will make it click. Thank you.

Thank you.

And who are you picking next, David?

Anyone else bought a Remarkable in the last five minutes? I'm about to hit the checkout and.

Then it's in my car. Maybe I should come become an Instagram influencer or something.

I feel like you need a referral code. Yeah, yeah, yeah.

Referral link.

Well, the shitty thing is I already have a Remarkable. I just want the newest one.

Oh, that's beautiful. This is why we're friends. This is. Yeah, I'm on the right call. That's my main takeaway. I right place with the right people. Who's left?

Alex. Oh, I just wanted to grab it.

I wasn't listening because I was buying Remarkable.

So yeah, just wanted to say my remarkable is. My takeaway is the opposite of what you basically just said. Carrie and David, you don't always need a tool to fix something. Sometimes it can be very simple. But I'm the person who has about ever since I the beginning of this year where I decided, okay, I'm gonna do this right and not go back to corporate, at least for now. I probably have purchased 20 to 30 business books, coaching, and, you know, different marketing topics and everything, because I think they're all going to help me solve it and feel better about myself and not feel like a pastor and all of these things. So I'm the person who goes and like, okay, let's buy it. Like, there must be a tool. There must be a book. There must be something with, like. So it can be simple.

Yeah. Awesome. I'm putting this in the chat. Psychology of Money is a great book if you. If I haven't recommended it to you in the past, just to understand, like, it is psychology, you know, how we do work and how we do money in our businesses and how we handle money in our personal lives. Like, it is impacted by any trauma we've had in our lives. You know, our chemical levels in our brains, how much food we've had, how we were raised with money, you know, and understanding that, like, everyone is set up for, like, a different framework of how they deal with money is incredibly helpful. Oh, yeah. Yeah. Confessions of a Shopaholic. A little triggering, sure. If you've ever been in massive credit card debt, like, I have, but. Totally, totally. And it's a fun read, too. Yeah. Mm. My mom sent to me. She was like, this is you. And I think she had meant it to be funny. And I was like, oh, my God, I've never felt so attacked in my life. Anyway, with that, have an amazing weekend. For those of you who are coming to co working in about an hour, I will see you there. And that's all.

But I will wish you a great weekend. Thank you so much.

Bye.

Bye.